证券之星消息，8月20日航运港口板块较上一交易日上涨0.87%，中谷物流领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流入9002.37万元，游资资金净流出1.15亿元，散户资 金净流入2503.95万元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601919 中远海控 | | 2.39 Z | 15.07% | -1.49 Z | -9.39% | -8995.36万 | -5.68% | | 601975 招商南油 | | 1.01亿 | 20.25% | -4943.26万 | -9.91% | -5158.35万 | -10.34% | | 601866 中远海发 | | 3231.14万 | 12.85% | -1374.65万 | ...

"此次交付的氢能重卡，是在天津港保税区的支持下，荣程新能与吉利远程、博世氢动力、天海、盟固 利（301487）等产业链企业协同创新成果的展现。这批氢能重卡在能耗优化、续航能力、场景适应性、 驾乘舒适性和安全保障等核心性能指标上实现突破。未来，我们将继续立足氢能产业解决方案集成商核 心定位，以场景为引领，持续推动氢燃料电池商用车技术升级与商业化应用进程。"荣程新能相关负责 人说。 截至目前，荣程新能累计投运氢燃料电池汽车860辆，累计投运加氢站12座，累计用氢4247吨，运输货 物5140万吨，行驶里程4563万千米。 天津港保税区新材料产业园发展局局长罗春雨介绍："这批氢能重卡产品的交付体现了保税区氢能核心 装备的持续进步和天津滨海新区产业协同的强劲动能。先进的装备产品与荣程新能领先的运营能力深度 融合，将为氢能运力'保税方案''天津样板'在全国范围继续扩大复制推广提供支撑。" 中化新网讯 8月8日，天津港（600717）保税区氢能示范产业园举行氢能重卡交车仪式，天津远程新能 源商用车有限公司向天津荣程新能科技集团有限公司（以下简称荣程新能）交付了59辆Fe6-200kW燃料 电池系统氢能重卡。 据了解，此次 ...

Core Insights - The "Dream" and "Aida Mediterranean" cruise ships docked at Tianjin International Cruise Home Port, with a total of over 8,000 inbound and outbound passengers [1][3] - The peak summer cruise tourism season is highlighted, with each ship carrying over 4,000 passengers, nearing full capacity [3] Group 1 - The East Jiang Border Inspection Station optimized its duty model to ensure efficient, smooth, and safe customs clearance for travelers [1][3] - The arrival of the "Dream" ship from South Korea and the simultaneous docking of the "Aida Mediterranean" ship demonstrates the busy cruise schedule [3]

Group 1 - The company, Tianjin Port Development (03382.HK), announced that it will hold a board meeting on August 27, 2025, to approve its interim results for the six months ending June 30, 2025 [1] - The board meeting will also consider the proposal for the distribution of an interim dividend, if any [1]

Core Viewpoint - The establishment of the "Zai Bo Efficiency" service brand marks a new phase in the cooperation between Tianjin Port and Ningxia, aimed at promoting the construction of the Western Land-Sea New Corridor and supporting the high-quality development of Ningxia's export-oriented economy [1][3]. Group 1 - The cooperation between Ningxia and Tianjin Port has a long history, dating back to the signing of the "Cross-Regional Port Cooperation Tianjin Agreement" in 2008 [3]. - Tianjin Port has been actively extending its port functions inland, establishing dry ports and innovating transportation modes to bring the "outlet" closer to Ningxia enterprises [3]. - The "One Order" iron-sea intermodal transport corridor jointly developed by the two regions has shown significant results, with the first "One Order" intermodal train from Yinchuan to Tianjin Port launched in March 2022 [3]. Group 2 - In 2024, the scheduled "One Order" iron-sea intermodal train from Yinchuan (Huinong) to Tianjin Port will officially operate, with a total of 56 trains expected to be dispatched throughout the year [3][4]. - From January to July 2025, 31 trains have already been dispatched, indicating a strong operational performance [3]. - The total volume of Tianjin-Ningxia iron-water intermodal transport is expected to exceed 202,000 TEUs in 2024, representing a year-on-year increase of 54.6%, providing an efficient and convenient outlet for Ningxia enterprises [3]. Group 3 - The newly launched "Zai Bo Efficiency" service brand aims to compress the time for vessels entering and exiting the Bohai Bay and enhance port and shipping coordination efficiency [3]. - Tianjin Port, as the largest comprehensive port in northern China, is projected to handle a cargo throughput of 494 million tons and a container throughput of 23.28 million TEUs in 2024, maintaining its position among the top ten ports globally [3]. - Future plans include increasing the frequency of iron-sea intermodal trains, optimizing "One Order" services, and expanding the "Trade + Logistics" ecosystem to build an efficient and stable land-sea interlinked corridor [4].

Core Insights - The transportation industry in China has shown steady growth in the first half of 2025, with significant increases in both freight and passenger transport volumes [1][2][4] - The Ministry of Transport emphasizes the need for technological innovation and the development of smart transportation to enhance productivity in the sector [1][10] Freight Transport - The total freight volume reached 28.03 billion tons, marking a year-on-year increase of 3.9% [2][4] - Different modes of freight transport saw varied growth rates: rail (1.8%), road (4.0%), water (4.3%), and civil aviation (14.6%) [2] - International shipping by Chinese companies experienced a notable increase of 9.4% [2] Port Operations - Port cargo throughput reached 8.9 billion tons, with a year-on-year growth of 4.0% [4] - Container throughput was 17 million TEUs, reflecting a growth of 6.9%, with foreign trade containers increasing by 8.9% [4] Passenger Transport - Cross-regional passenger flow amounted to 33.76 billion trips, up 4.2% year-on-year [4] - Civil aviation international passenger volume surged by 28.5% [4] Investment in Transportation Infrastructure - Fixed asset investment in transportation totaled 1.6474 trillion yuan, with significant allocations to rail (355.9 billion), road (1.1291 trillion), water (109.3 billion), and civil aviation (53.1 billion) [6][7] - Various provinces reported achieving over half of their annual investment targets, indicating strong local commitment to infrastructure development [7][12] Strategic Initiatives - The Ministry of Transport plans to accelerate the construction of a comprehensive transportation network and major projects, aiming to support national strategic initiatives [9][10] - Emphasis on reducing costs and improving efficiency in transportation logistics, alongside fostering integration with related industries [10][11] Future Development Plans - Provinces like Shandong and Jiangsu are actively planning for future transportation projects, focusing on high-quality development and technological advancements [12][13] - The push for a unified and open transportation market is seen as essential for enhancing cooperation and supporting the Belt and Road Initiative [11][12]

Group 1 - The "Green Fleet" consisting of four pure electric tugboats has officially set sail from the Tianjin port, marking a significant step towards environmentally friendly maritime operations [1] - The electric tugboats are operated by Tianjin Xinjincheng Shipping Technology Service Co., Ltd., and are noted for their environmental, economic, and advanced features, with a battery range of approximately 120 nautical miles and a fast charging capability of three hours [3] - Multiple departments in Tianjin have collaborated to ensure the smooth operation of the "Green Fleet," including the Tianjin Maritime Safety Administration, which has facilitated docking support and expedited the approval process for the tugboats [3]

Company Overview - Tianjin Port's stock price is reported at 4.87 yuan, down 0.07 yuan or 1.42% from the previous trading day [1] - The trading volume for the day was 348,738 hands, with a transaction amount of 170 million yuan [1] - Tianjin Port is a major comprehensive port in northern China, engaged in port loading and unloading, warehousing, and transportation [1] Industry Developments - The largest fleet of pure electric tugboats in northern China was officially put into operation in Tianjin on the 13th [1] - The fleet consists of four 5,400 horsepower pure electric tugboats, primarily used for operations in Tianjin Port waters [1] - Each electric tugboat is estimated to reduce emissions by approximately 1,100 tons of carbon oxides annually [1] Capital Flow - On the same day, the net outflow of main funds from Tianjin Port was 18.27 million yuan, with a cumulative net outflow of 4.05 million yuan over the past five days [1]

Core Points - The opening of the COSCO Shipping's East America route has facilitated the arrival of various goods from North America, including electronics, furniture, and daily chemicals, to the Chinese market [1] - Tianjin Port is being developed as a strategic hub for connecting domestic and international dual circulation in Northern China, with over 10 new foreign trade routes opened recently, enhancing the global shipping network [3] - Tianjin Port is optimizing its China-Europe (Asia) freight train service capabilities, maintaining a leading position in cross-border land bridge cargo volume among coastal ports, and continuously upgrading its smart zero-carbon terminal to improve production efficiency [5] - Under policy support, 147 shipping routes have strengthened the global trade network, showcasing the openness and attractiveness of the Chinese market through the synergy of rail networks and port advantages [7]

Core Insights - Tianjin Port is transforming from a traditional port to a smart hub, showcasing significant advancements in smart port construction in China [1] - The successful application of artificial intelligence and big data models at Tianjin Port highlights the achievements in technology-driven port operations [1] - The global first "smart zero-carbon" terminal at Tianjin Port exemplifies the efficient operational scenarios enabled by technology [1]