点击免费限量礼盒 摘要 ： 12月16日，河北省科学技术厅公布了43家2025年度拟新建省重点实验室名单和86家2025年度拟新建省技术创新中心名单。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 按照《河北省重点实验室建设与运行管理办法》（冀科平规〔2023〕3号）和《河北省技术创新中心建设与运行管理办法》（冀科平规 〔2023〕2号）有关规定，现将2025年度拟新建的省重点实验室和省技术创新中心予以公示（名单见附件），公示期为5个工作日，公示期为 2025年12月16日至2025年12月22日。 2025年度拟新建省重点实验室名单 | 实验室名称 | 依托单位 | 归口管理部门 | | --- | --- | --- | | 河北省草类资源植物种质数智化重点实验 | 北京林业大学 | 河北雄安新区工信科 | | 室 | | 技数据局 | | 河北省空天信息与智能化测绘重点实验室 | 中国地质大学（北京） | 河北雄安新区工信科 | | | | 技数据局 | | 河北省低维半导体材料与器件重点实验室 | 北京交通大学唐山研究院 | 唐山 ...

编者按：时节如流，奋斗如歌。在"十四五"这幅波澜壮阔的时代画卷中，燕赵大地走过了砥砺奋 进、成就非凡的五年。五年里，从渤海之滨到太行山下，从城市更新到乡村蝶变，创新动能加速汇聚， 绿色基底持续厚植，开放格局不断拓展，民生福祉稳步提升。为系统总结、生动展示河北"十四五"期间 的丰硕成果与宝贵经验，央广网策划推出《决胜"十四五" 奋进新征程》大型系列报道，用笔和镜头记 录河北各地市在各领域的突破性进展和标志性成果，感受燕赵大地高质量发展的澎湃动能，为"十五 五"的开局起步凝聚磅礴力量！ 央广网唐山12月13日消息 渤海湾畔，潮涌帆扬。晨光中，唐山港的智能龙门吊臂舒展起落，无人 运输车穿梭不息，集装箱在智能调度系统下精准流转。这座从盐碱荒滩崛起的世界级大港，正以智慧赋 能为翼、以通道网络为脉，奏响向海图强的时代强音。 "十四五"以来，唐山港硬核实力持续跃升，货物年吞吐量从 7.22亿吨跃升至8.62亿吨，连续数年稳 居世界沿海港口第二位。2025 年前三季度，全港完成货物吞吐量6.53亿吨，同比增长2.62%，一串串亮 眼数据背后，是港口智能化转型的深刻变革。 在京唐港区25号泊位上，科技感扑面而来。作为河北首个全 ...

北京市2025年动态调整增列学位授权点名单： 12月5日，北京市教育委员会发布北京市2025年博士硕士学位授权学科和专业学位授权类别动态调整增列学位授权点名单公示，12所在京高校的硕士、博 士学位授权点均有调整。 | 单位名称 | 学科名称 | 申请授权点类型 | | --- | --- | --- | | 北京交通大学 | 区域国别学 | 一级学科硕士点 | | 北方工业大学 | 工程管理 | 专业学位硕士点 | | 北京建筑大学 | 能源动力 | 专业学位硕士点 | | 北京建筑大学 | 交通运输 | 专业学位硕士点 | | 北京石油化工学院 | 安全科学与工程 | 一级学科硕士点 | | 北京农学院 | 食品与营养 | 专业学位硕士点 | | 北京协和医学院 | 口腔医学 | 专业学位博士点 | | 北京外国语大学 | 数字经济 | 专业学位硕士点 | | 北京外国语大学 | 智能科学与技术 | 一级学科硕士点 | | 北京物资学院 | 系统科学 | 一级学科硕士点 | | 北京信息科技大学 | 物理学 | 一级学科硕士点 | | 中国矿业大学(北京) | 电子信息 | 专业学位博士点 | | 中国矿业 ...

Core Insights - The shipping and port sector experienced a slight decline of 0.18% on November 25, with China Merchants Energy leading the losses [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Shipping and Port Sector Performance - Xiamen Port Authority saw the highest increase, closing at 10.59 with a rise of 4.96% and a trading volume of 330,600 shares, amounting to 345 million yuan [1] - Haitong Development and Strait Shares also reported gains of 2.03% and 1.62%, respectively, with closing prices of 11.05 and 12.54 [1] - Conversely, several companies in the sector, such as Zhi Shang Tire and China Merchants Energy, reported declines of 1.99% and 0.71%, with closing prices of 8.85 and 12.59 [2] Capital Flow Analysis - The shipping and port sector saw a net inflow of 145 million yuan from institutional investors, while retail investors experienced a net outflow of 358 million yuan [2] - Notable net inflows from institutional investors included Rizhao Port with 39.62 million yuan and China Merchants South Oil with 34.46 million yuan [3] - In contrast, retail investors showed significant outflows from companies like Rizhao Port and Ningbo Port, with outflows of 38.41 million yuan and 26.07 million yuan, respectively [3]

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery industry is experiencing resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profit elasticity, and creating favorable competition opportunities in the medium to long term [15] - The shipping market is expected to benefit from the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts, with a notable improvement in the oil transportation market's outlook for Q4 2025 [15] - The shipping market is anticipated to recover, supported by environmental regulations limiting the operation of older fleets and the upcoming production of the West Manganese iron ore by the end of 2025 [15] Summary by Sections Express Logistics - In October 2025, the express delivery industry achieved a business volume of 17.6 billion pieces, a year-on-year increase of 7.9%, with revenue reaching 131.67 billion yuan, up 4.7% year-on-year [4][24] - Major players like YTO, Shentong, and Yunda showed varied growth rates, with YTO's volume increasing by 12.78% and Shentong by 3.97%, while Yunda's volume decreased by 5.11% [4][30] - The industry is transitioning towards high-quality development, with significant improvements in single-ticket revenue due to price increases driven by the de-involution trend [4] Shipping and Ports - VLCC freight rates reached a new high of $136,843 per day, the highest since Q2 2020, driven by tight available capacity and stable inquiry rhythms [8] - The Capesize bulk carrier spot freight rates surpassed $30,000 per day, reflecting a 20% increase over the past week, supported by seasonal demand recovery and strong import demand from China [8] - The BDI index increased by 7.1% to 2225 points, indicating a robust recovery in the bulk shipping market [9] Aviation - In October 2025, civil aviation transported approximately 68 million passengers, a year-on-year increase of 5.8%, and cargo/mail transport reached 917,000 tons, up 13.3% [58] - The overall passenger load factor for major airlines was 86.88%, showing a slight increase from the previous month [62] Road and Rail - From November 10 to November 16, 2025, national freight logistics operated smoothly, with rail freight reaching 81.8 million tons, a 0.17% increase week-on-week [14] - In October 2025, road freight volume was 3.706 billion tons, a year-on-year increase of 0.08% [64] Supply Chain Logistics - The logistics landscape is evolving, with companies like Shenzhen International expected to benefit from the transformation of logistics parks, providing performance elasticity [15] - The industry is witnessing a slowdown in competition, with companies like Debang and Aneng Logistics showing significant profit improvements due to strategic transformations [15]

Core Insights - Tangshan Port (601000) experienced a net financing purchase of 24.42 million yuan on November 19, with a financing balance of 128 million yuan, marking a continuous net purchase of 589.19 million yuan over the last three trading days [1][2]. Financing Summary - On November 19, the net financing purchase was 24.42 million yuan, with a financing balance of 128 million yuan, representing 0.54% of the circulating market value [2]. - The financing balance has shown a steady increase over the past few days, with previous net purchases of 138.09 million yuan on November 18 and 426.67 million yuan on November 17 [2]. - The financing balance increased from 120 million yuan on November 13 to 128 million yuan on November 19, indicating a positive trend in investor sentiment [2][4]. Margin Trading Summary - On November 19, there was a net short sale of 1,300 shares, with a margin balance of 5.25 million yuan and a total margin balance of 133 million yuan, which increased by 0.2% from the previous day [3][4]. - The margin balance has fluctuated over the past few days, with a notable increase of 419.46 million yuan on November 17 [4]. Market Sentiment - The increase in financing balance suggests a bullish market sentiment, indicating that investors are leaning towards buying [5].

Core Viewpoint - The report from Huachuang Securities indicates that the highway sector is expected to maintain resilience in 2026, with high dividend configurations being a preferred investment direction. The port industry is anticipated to shift from a single container-driven growth model to a dual-wheel structure of stable container growth (5%-8%) and a recovery in bulk cargo (2%-5%) by 2026, with stable pricing expected. There are strategic layout opportunities for leading companies in the bulk supply chain that focus on dividends and returning to growth expectations in the coming year [1]. Highway Sector - The highway sector is viewed as a preferred option for stable asset allocation due to low valuations and high dividends, with expected dividend yields around 5% for leading highway companies in 2026. Notable companies include Sichuan Chengyu (5.6%), Shandong Highway (5.0%), and Anhui Wantong Highway (5.0%), with higher yields for H-shares [2]. - The outlook for 2026 suggests strong performance driven by stable volume and pricing, alongside significant cost reduction opportunities. Key factors include potential optimization of toll policies and a favorable interest rate environment that could alleviate operational pressures for highway companies [2]. - High dividend characteristics are expected to remain stable in 2026, with clear three-year return plans from leading companies like Sichuan Chengyu and Wantong Highway [2]. Port Sector - The port sector is entering a strategic value era, transitioning from a perception of cyclical capacity assets to being recognized as global supply chain security hubs. This shift is driven by geopolitical factors and the need for strategic asset control [3]. - The industry is expected to see stable throughput and pricing in 2026, with a dual growth model of container stability and bulk cargo recovery. The average dividend payout ratio is projected to be 37.46%, indicating significant potential for increases [3]. Railway Sector - Passenger transport is expected to see steady growth, with flexible pricing mechanisms in place. Freight transport is also showing signs of improvement, particularly in coal and other cargo types [4][5]. Bulk Supply Chain - The bulk supply chain is poised for a new growth phase in 2026, with companies like Xiamen Xiangyu leading the way in transformation logic focused on profit margin enhancement and investor returns. The operational environment is recovering, with strong performance trends evident since 2025 [6][7]. - Strategic layout opportunities exist for leading companies in the bulk supply chain that emphasize dividends and growth expectations [7]. Investment Recommendations - The company continues to favor A/H share transportation assets, highlighting the importance of industry logic and valuation elasticity. Key recommendations include Sichuan Chengyu and Wantong Highway for their stable growth and high dividends, as well as other notable companies in the highway and port sectors [8].

Core Viewpoint - Tangshan Port has experienced fluctuations in trading and financing activities, with a notable decrease in net financing and a decline in revenue and profit for the year-to-date period [1][2]. Group 1: Trading and Financing Activities - On November 11, Tangshan Port's stock price increased by 0.49%, with a trading volume of 166 million yuan [1]. - The financing buy-in amount for Tangshan Port on the same day was 8.41 million yuan, while the financing repayment was 17.11 million yuan, resulting in a net financing outflow of 8.70 million yuan [1]. - As of November 11, the total balance of margin trading for Tangshan Port was 12.7 million yuan, with the current financing balance at 12.2 million yuan, accounting for 0.50% of the circulating market value, which is below the 10th percentile level over the past year [1]. Group 2: Shareholder and Financial Performance - As of September 30, the number of shareholders for Tangshan Port reached 76,100, an increase of 6.66% compared to the previous period [2]. - For the period from January to September 2025, Tangshan Port reported operating revenue of 4.09 billion yuan, a year-on-year decrease of 4.47%, and a net profit attributable to shareholders of 1.39 billion yuan, down 12.22% year-on-year [2]. - Since its A-share listing, Tangshan Port has distributed a total of 9.56 billion yuan in dividends, with 3.56 billion yuan distributed over the past three years [2].

Investment Rating - The report maintains a "Recommended" rating for the transportation industry, emphasizing the timely allocation of transportation dividend assets [1]. Core Insights - The resilience of highway performance is highlighted, with a notable inflection point in bulk commodity performance. The report indicates that the transportation sector is currently experiencing a favorable investment environment [1]. Summary by Sections Highway: Stable Growth in Toll Revenue and Resilient Performance - In the first three quarters of 2025, the overall toll revenue of listed highway companies remained stable, with a year-on-year increase of 2.4% [4][7]. - The net profit growth rate for the highway sector in Q3 2025 was 7.1%, with notable performers including Ganyue Expressway (+64.7%) and Zhongyuan Expressway (+43.8%) [10][11]. - Current dividend yields for highway companies as of October 31, 2025, show Sichuan Chengyu at 5.1%, followed by Guangdong Expressway A and Shandong Expressway at 4.5% each [17][18]. Port: Slight Recovery in Bulk Cargo and Mixed Overall Performance - In Q3 2025, the total cargo throughput of national ports increased by 5.8% year-on-year, with container throughput rising by 5.2% [19][21]. - The port industry achieved a net profit of 97.9 billion yuan in Q3 2025, a decrease of 7.4% year-on-year, with Liaoport Co. leading in performance growth at +37.5% for the first three quarters [25][27]. - Current dividend yields for major ports include Tangshan Port at 5.0% and Qingdao Port at 3.7% [17][18]. Railway: Improvement in Q3 Performance - The railway sector showed a sequential improvement in Q3 2025, with key companies like Beijing-Shanghai High-Speed Railway reporting a net profit of 39.86 billion yuan, up 8.96% year-on-year [11][12]. - Current dividend yields for railway companies include Daqin Railway at 4.7% and Beijing-Shanghai High-Speed Railway at 2.3% [17][18]. Bulk Supply Chain: Continuous Recovery in Operating Environment - Xiamen Xiangyu reported a significant net profit increase of 443.17% in Q3 2025, indicating a strong upward trend [4][28]. - Xiamen Guomao turned profitable in Q3 2025, reflecting a stabilization in operations despite a year-on-year decline of 18.94% in the first three quarters [4][28]. Investment Recommendations - The report suggests a continued positive outlook for A/H shares in transportation dividend assets, emphasizing the importance of industrial logic and valuation elasticity [4]. - Key recommendations include Sichuan Chengyu and Wuhu Expressway for highways, and Tangshan Port and Qingdao Port for ports, highlighting their strong dividend yields and growth potential [4].

Core Viewpoint - Tangshan Port Group Co., Ltd. is a significant port in China, connecting various regions and engaged in comprehensive port transportation services, with a focus on growth and profitability despite industry challenges [1][2][3]. Financial Performance - For Q3 2025, Tangshan Port reported revenue of 4.091 billion yuan, ranking 12th in the industry, while net profit was 1.509 billion yuan, ranking 6th [2]. - The industry leader, Shanghai Port Group, had a revenue of 29.949 billion yuan and a net profit of 12.398 billion yuan during the same period [2]. Financial Ratios - As of Q3 2025, Tangshan Port's debt-to-asset ratio was 9.45%, significantly lower than the industry average of 34.25%, indicating strong solvency [3]. - The gross profit margin was 46.58%, higher than the industry average of 30.73%, reflecting robust profitability [3]. Management Compensation - The chairman, Chen Lixin, received a salary of 96,100 yuan in 2024, while the general manager, Li Haitao, earned 1.1283 million yuan, an increase from the previous year [4]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 6.66% to 76,100, with an average holding of 77,900 shares, a decrease of 6.24% [5]. - Major institutional shareholders include Huatai-PB SSE Dividend ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [5]. Future Outlook - According to Xinda Securities, Tangshan Port's revenue is projected to reach 5.465 billion yuan in 2025, with a slight decline in growth rates over the next few years [6]. - Guojin Securities noted a year-on-year increase in port throughput, with coal throughput showing significant growth in Q3 2025 [7]. - The company plans to invest in new bulk cargo berths, with total investment adjusted to not exceed 6 billion yuan [7].