Group 1 - The 2025 International Alloy Mining Industry Conference was held on June 10-11 at the National Exhibition Center in Tianjin, focusing on the alloy mining industry and featuring key industry players and associations [1][2] - The conference included a closed-door meeting by the International Manganese Association and various forums discussing market trends and economic outlooks, with presentations from notable experts in the steel and manganese sectors [2][3] - The event provided new opportunities for Tianjin Port, which has maintained over 70% of the national import volume for manganese and chromium ores, and reported a 7.2% year-on-year increase in throughput for non-ferrous mineral bulk cargo in 2024 [5] Group 2 - The conference featured in-depth analyses and forecasts from ten industry experts, covering topics such as global and Chinese macroeconomic assessments, steel market reviews, and the impact of green low-carbon initiatives on the ferroalloy industry [2][3] - Tianjin Port is advancing its smart port initiatives to enhance service efficiency, achieving a record loading efficiency of 3,319 tons per hour for non-ferrous minerals in May [5] - The port has established significant infrastructure for mineral storage and has completed substantial bonded mineral storage operations, with 100,000 tons of bonded minerals stored in 2024 and 22,700 tons completed from January to May 2025 [5]

Core Viewpoint - Tianjin Port has achieved significant growth in cargo and container throughput in the first five months of the year, supporting regional economic development [1][3]. Group 1: Performance Metrics - Tianjin Port completed a cargo throughput of 207 million tons, a year-on-year increase of 1.1% [1]. - The container throughput reached 9.931 million TEUs, reflecting a year-on-year growth of 3.7% [1]. Group 2: Transportation and Connectivity - Tianjin Port operates 147 container shipping routes and over 30 roll-on/roll-off routes, enhancing its international connectivity [3]. - The port is the center of 38 intermodal rail-water transport routes covering 14 provinces, leveraging its geographical advantages [3]. Group 3: Technological Innovations - The port has developed intelligent transport robots (ART) with L4 autonomous driving technology, improving overall transport efficiency [5]. - The average operational efficiency of specialized container terminals has increased by 15% due to full-process automation [5]. Group 4: Green Initiatives - Tianjin Port has established a renewable energy system with a capacity of 146.5 MW, including 133.5 MW from wind power and 13 MW from solar power, generating over 300 million kWh of green electricity annually [5][7]. - The port's container terminals have achieved 100% utilization of new energy transport vehicles, contributing to cleaner transportation [7]. Group 5: Broader Impact and Future Prospects - The port has successfully received over 700 Airbus A320 components, aiding in local production and attracting investment [7]. - In the first five months, Tianjin Port welcomed 33 international cruise ships, bringing in 112,000 passengers, enhancing its reputation as a cruise tourism destination [7].

海面上，智能拖轮根据海况自动调整方向，稳稳牵引着巨型货轮靠岸；码头作业区，远程操控的智慧岸 桥整齐排列，无人集卡按照规划路线来回穿梭，呈现出一片繁忙而有序的景象。 中新网天津6月13日电 题：无人集卡穿梭 绿电覆盖七成：解码天津港"智慧+绿色"双核动力 中新网记者 刘文文 当前，天津港大力推动传统码头自动化升级。天津港大数据中心主任曲明对记者说，目前全港集装箱大 型装卸设备自动化占比超88%，稳居全球港口首位。集装箱智能理货业务实现全覆盖，岸桥司机、场桥 司机、理货员等现场操作岗位工作环境也得到极大改善。 绿色港口清新度超标 6月份的天津港，空气清新，海风宜人。走进码头作业区，电动集卡车队井然有序地在智能充电桩旁补 能。天津港在绿色发展上下足了功夫。往昔港口作业中柴油机械轰鸣、高能耗、重污染的场景已一去不 返。如今，电动集卡车组成的绿色运输队川流不息，大型设备全部接入岸电系统，同时，港区内还建设 了光伏电站和储能设施，全方位减少碳排放。 天津港集团环保管理部副总经理李磊介绍，天津港充分利用港区资源禀赋，创新性建设以分布式绿色能 源为主的新型电力系统。截至今年5月，天津港集团已建成新能源发电系统146.5兆瓦。 ...

Core Viewpoint - The Tianjin International Shipping Industry Expo showcases Tianjin Port as a leader in smart and green port transformation, emphasizing its role in China's modernization efforts [2][7]. Group 1: Smart Port Transformation - Tianjin Port is recognized as a "testbed" for smart port transformation, successfully launching the fully domestic JTOS control system for container terminals [4]. - The port has implemented over a hundred AI-powered transport robots for coordinated operations, demonstrating a significant advancement in national key industry innovation [4]. Group 2: Green Port Initiatives - Tianjin Port has established China's first breakwater wind power project, achieving an annual power generation capacity of 340 million kWh, which meets 60% of the port's energy needs [5]. - The port has transitioned to 100% new energy vehicles for container handling, reinforcing its commitment to green initiatives [5]. Group 3: Logistics and Trade Connectivity - By 2025, Tianjin Port's sea-rail intermodal transport volume is expected to reach 1.5 million TEUs, enhancing connectivity with the Belt and Road Initiative and RCEP trade zones [5]. - The integration of industry, academia, and research has led to the development of 12 core algorithms and over 40 international standards, facilitating customized logistics solutions for the Beijing-Tianjin-Hebei and "Three Norths" regions [5]. Group 4: Innovation and Future Outlook - Tianjin Port is at the forefront of global shipping industry transformation, promoting automation and smart solutions as part of its 2.0 initiative for container handling [7]. - The port aims to achieve a significant reduction in import container pickup time from 4 hours to 20 minutes through its smart logistics platform, indicating a leap in digital port development [5].

证券代码：600717 证券简称：天津港 公告编号：2025-019 天津港股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 法律责任。 重要内容提示： 二、分配方案 ? 每股分配比例 A 股每股现金红利0.104元 ? 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 Ａ股 2025/6/18 － 2025/6/19 2025/6/19 ? 差异化分红送转： 否 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 4 月 29 日的2024年年度股东会审 议通过。 (一)发放年度：2024年年度 (二)分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结 算有限责任公司上海分公司（以下简称"中国结算上海分公司" ）登记 在册的本公司全体股东。 (三)分配方案： 本次利润分配以方案实施前的公司总股本2,894,001,038股为基 数 ， 每 股 派 发 现 金 红 利 0.104 元 （ 含 税 ）， 共 计 派 发 现 金 红 利 三、相关日期 股份类别 股权登 ...

证券代码：600717 证券简称：天津港 公告编号：2025-019 天津港股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.104元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/18 | － | 2025/6/19 | 2025/6/19 | 差异化分红送转： 否 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 4 月 29日的2024年年度股东会审 议通过。 二、分配方案 (一)发放年度：2024年年度 (二)分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结 算有限责任公司上海分公司（以下简称"中国结算上海分公司"）登记 在册的本公司全体股东。 (三)分配方案： 本次利润分配以方案实施前的公司总股本2,894,001,038股为基 数， 每 ...

Core Insights - Tianjin Port is accelerating the development of a smart and green hub port, becoming a crucial strategic point for connecting domestic and international dual circulation in northern China [1][2] Group 1: Smart Port Development - Tianjin Port has achieved an automation rate of over 80% for large container handling equipment, with the new generation container terminal control system (JTOS) supporting complex port operations [1][2] - The port has established a main optical fiber network of 90,000 core kilometers and 190 5G base stations, making it the world's first fully IoT-enabled container terminal [1][5] - A total of 15 infrastructure projects are planned for the "14th Five-Year Plan" and "15th Five-Year Plan" periods, with an estimated total investment of approximately 22.9 billion yuan [2] Group 2: Cargo Throughput and Future Projections - From January to May this year, Tianjin Port handled a cargo throughput of 207 million tons, with a container throughput of 9.93 million TEUs, reflecting a year-on-year increase of 3.67% [2] - By 2035, the total cargo throughput is projected to reach around 750 million tons, with container throughput expected to hit 35 million TEUs [2] Group 3: Technological Innovations - Tianjin Port has implemented a fully automated and intelligent process for container operations, achieving zero carbon emissions during the entire terminal operation [5][6] - The port's new L4-level unmanned horizontal transport equipment has been developed and sold to other ports, contributing to technological advancements in the industry [6] Group 4: Environmental Initiatives - Tianjin Port has established the first ecological air quality monitoring platform in the national port industry, covering 139 monitoring points for real-time environmental monitoring [10] - The port's renewable energy generation system has a capacity of 146.5 megawatts, producing over 300 million kilowatt-hours annually, which accounts for nearly 70% of the group's electricity needs [10][12] - The port has eliminated high-emission equipment, achieving 100% low-emission port machinery, with nearly 60% being electric [12] Group 5: Integration with Local Economy - A strategic cooperation framework agreement has been signed to enhance collaboration in port-industry-city integration, attracting over 30,000 foreign enterprises to settle in Tianjin [7][9] - The port has opened a green channel to Xiong'an New Area, facilitating seamless logistics and transportation services for the Beijing-Tianjin-Hebei region [8][9]

Group 1: Fireworks Industry - Liuyang fireworks industry is the largest producer and exporter of fireworks globally, with 431 production companies and a total output value of 50.22 billion yuan in 2024, capturing approximately 60% of the domestic market and 70% of the national export market [7][6][12] - The company has exported fireworks products to over 60 countries, with an expected export value exceeding 10 million USD in 2024 [7] - The industry is embracing a "fireworks +" model to integrate cultural tourism and innovate consumer experiences, including the use of QR codes for product demonstrations [8][7] - Liuyang's fireworks production has incorporated modern technologies such as drones and holographic projections, enhancing the visual effects and safety of fireworks displays [8][9] - The industry has achieved over 300 innovative results in safety and environmental standards, with a significant focus on mechanization and automation in production processes [10][11] Group 2: Underwater Robotics Industry - Shenzhen Qianxing Innovation Technology Co., Ltd. specializes in underwater robots, with products used in underwater observation, photography, emergency rescue, and scientific research [15] - The company has iterated eight generations of products since its establishment in 2016, with the latest model capable of diving to depths of 350 meters [16] - Approximately 85% of the company's business is export-oriented, with significant growth in export activities, showing an 80% increase in the first quarter of 2025 [20] Group 3: Port Development - Tianjin Port is transforming into a smart and green hub, with innovations such as the first "smart zero-carbon" terminal and a high level of automation in container handling [21][22] - The port has developed a new generation of container terminal management systems and has achieved an automation rate of over 80% in large container handling equipment [22][24] - The port's annual green electricity generation exceeds 300 million kilowatt-hours, and it has attracted over 30,000 foreign enterprises, enhancing its role in domestic and international trade [24][25] - By 2025, Tianjin Port's container throughput is expected to exceed 25 million standard containers, marking significant advancements in its smart green hub development [26]

Group 1 - The Tianjin Financial Regulatory Bureau is actively guiding local financial institutions to align with international standards, enhancing blue finance services for the marine economy and the integration of port, industry, and city development [1] - As of the end of Q1, the loan balance for key projects related to port-industry-city integration in Tianjin reached 32.674 billion yuan, providing solid financing support for project implementation [1] - A loan service and management information sharing mechanism has been established to promote precise bank credit support for key projects, encouraging innovative financing models [1] Group 2 - From January to April, Tianjin's shipping insurance provided risk coverage totaling 855.205 billion yuan, with claims paid amounting to 21.3 million yuan [2] - The People's Insurance Company of China Tianjin Branch uniquely underwrote the global largest heavy-lift multi-purpose vessel's marine insurance, offering a comprehensive risk solution with a total risk coverage of 36.5 million yuan [2] - Tianjin's financial regulatory bureau supports financial leasing companies to expand their leasing scope to include new energy equipment and satellites, directly serving key areas such as offshore wind power and marine monitoring [2]

Market Performance - As of June 6, the Tianjin Free Trade Zone concept index rose by 2.60%, ranking second among concept sectors, with seven stocks increasing in value [1] - Notable gainers included HNA Technology, Bohai Chemical, and Haitai Development, which hit the daily limit, while HNA Technology, Tianjin Pulin, and Youfa Group saw increases of 9.03%, 2.68%, and 1.56% respectively [1] Sector Comparison - The Tianjin Free Trade Zone concept was among the top-performing sectors, with a net inflow of 120 million yuan from main funds, indicating strong investor interest [2] - The leading stocks in terms of net fund inflow were HNA Technology, Bohai Chemical, and Jintou City Development, with net inflows of 90.06 million yuan, 86.73 million yuan, and 47.65 million yuan respectively [2] Fund Flow Analysis - The net inflow ratios for Haitai Development, Jintou City Development, and Bohai Chemical were 51.10%, 20.62%, and 14.08% respectively, indicating significant investor confidence in these stocks [3] - The detailed fund flow data showed that HNA Technology had a trading volume of 90.06 million yuan with a turnover rate of 9.89%, while Bohai Chemical had a turnover rate of 13.09% [3][4]