格隆汇10月14日｜A股港口航运股午后逆势拉升，其中，南京港涨停，宁波海运逼近涨停，国航远洋、 海峡股份、连云港、宁波远洋跟涨。消息面上，中方对美船舶收取特别港务费，今起正式施行。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | 0 | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002040 | 南京港 | 1 | 10.04 | 60.99亿 | 91.38 | | 600798 | 宁波海运 | 1 | 9.61 | 53.69亿 | 47.52 | | 920571 | 国航远洋 | + | 7.00 | 61.98亿 | 84.46 | | 002320 | 海峡股份 | 1 | 5.26 | 264亿 | 81.53 | | 601008 | 连云港 | 资 | 5.06 | 79.90亿 | 70.03 | | 601022 | 宁波远洋 | | 3.85 | 138亿 | 33.89 | ...

Core Insights - The stock price of Lianyungang increased by 2.12% on October 14, reaching 6.26 CNY per share, with a trading volume of 450 million CNY and a turnover rate of 5.93%, resulting in a total market capitalization of 7.766 billion CNY [1] - Year-to-date, Lianyungang's stock price has risen by 66.05%, with a 10.02% increase over the last five trading days and a 6.83% increase over the last 20 days, while it has decreased by 2.03% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 22 times this year, with the most recent appearance on June 12, where it recorded a net buy of -63.2865 million CNY [1] Company Overview - Jiangsu Lianyungang Port Co., Ltd. is located at 18 Zhonghua West Road, Lianyungang City, Jiangsu Province, established on October 15, 2001, and listed on April 26, 2007 [2] - The company's main business includes loading, unloading, storage, and port management services, with major cargo types including coal, nickel ore, iron ore, aluminum oxide, and grain [2] - The revenue composition of the main business is as follows: 76.88% from loading and related services, 17.98% from comprehensive logistics and others, 3.55% from financial company interest, and 1.58% from other sources [2] Financial Performance - For the first half of 2025, Lianyungang reported operating revenue of 1.231 billion CNY, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million CNY, down 41.58% year-on-year [2] - The company has distributed a total of 516 million CNY in dividends since its A-share listing, with 199 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders reached 127,500, an increase of 120.38% from the previous period, while the average circulating shares per person decreased by 54.62% to 9,728 shares [2]

天眼查App显示，近日，连云港钰启五金精密加工有限公司成立，法定代表人为张玉峰，注册资本30万 人民币，经营范围为一般项目：五金产品制造；金属工具制造；轴承、齿轮和传动部件制造；五金产品 批发；五金产品零售；金属材料销售；有色金属合金销售；新型金属功能材料销售；轴承销售；轴承、 齿轮和传动部件销售；金属工具销售；包装服务；新材料技术研发；普通机械设备安装服务；劳务服务 （不含劳务派遣）（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The article highlights the successful implementation of a special rectification action for property management services in residential communities in Haizhou District, which has significantly improved residents' satisfaction and addressed long-standing issues [1][3]. Group 1: Issues Addressed - The rectification action targets key issues such as blocked fire lanes, inadequate security patrols, and unclear public revenue management, which have previously caused distress among residents [1][3]. - A total of 340 property management issues were identified, with 316 already rectified, indicating a proactive approach to problem-solving [3]. Group 2: Collaborative Efforts - The Haizhou District Housing and Urban-Rural Development Bureau collaborated with multiple departments, including market regulation, urban management, and fire safety, to ensure comprehensive oversight and enforcement [3][5]. - The bureau has conducted interviews with 17 property service companies that failed to meet service standards, pushing for quality improvements [3]. Group 3: Financial and Regulatory Actions - The market regulation bureau has investigated 15 cases of illegal charges, resulting in a total of 4.87 million yuan involved, with fines amounting to 1.17 million yuan and the recovery of 1.62 million yuan in overcharged utility fees [3][5]. - The district has also addressed 41 new illegal constructions and penalized two property companies for safety violations [3]. Group 4: Future Initiatives - The district aims to enhance emergency repair funding access and streamline approval processes for urgent safety issues, with 57 out of 61 identified high-rise buildings having completed necessary fire safety corrections [5]. - The establishment of a communication platform involving owners, property management, and community representatives is intended to facilitate conflict resolution and improve governance [5].

Core Insights - Jiangsu Province's Productivity Promotion Center recently released the evaluation results for "Gazelle Enterprises" in 2025, highlighting the inclusion of Jiangsu Tianyan Pharmaceutical Technology Co., Ltd., Lianyungang Zeyao Building Materials Co., Ltd., and Jiangsu Jerun Pipe Technology Co., Ltd. [1] - The recognition of these companies reflects the technological innovation vitality in the Ganyu District, contributing to high-quality regional development [1] - Gazelle Enterprises are characterized by rapid growth, strong innovation capabilities, and significant development potential [1] Company Summaries - Jiangsu Tianyan Pharmaceutical is one of the few domestic companies with full-chain production capabilities for soft contact lenses, holding 7 Class III medical device registrations and producing 500 million soft lenses annually, with a projected annual revenue exceeding 300 million yuan after the second phase of its project [1][2] - Lianyungang Zeyao Building Materials focuses on new metal materials R&D and smart manufacturing, recognized as a national high-tech enterprise in 2024, with R&D investments totaling 11.6471 million yuan over the past four years and a compound annual growth rate of 55.48% from 2021 to 2024 [2] - Jiangsu Jerun Pipe Technology is a national high-tech enterprise with 46 patents and an R&D investment of 626,100 yuan in 2024, successfully converting over 20 research outcomes into products, including green-certified stainless steel composite pipes [2] Industry Trends - Ganyu District prioritizes the cultivation of innovative enterprises, implementing national and provincial policies to enhance innovation resources and services directed at these companies [2] - The district aims to elevate traditional industries, expand emerging industries, and foster future industrial ecosystems, accelerating the transformation of technological innovations into productive forces [2]

Core Viewpoint - The recent announcement by the Chinese Ministry of Transport to impose special port fees on U.S. vessels starting October 14, 2025, has led to significant movements in the port and shipping stocks, indicating a potential short-term increase in shipping rates due to heightened cost transfer motivations among shipping companies [1][5][7]. Group 1: Market Reactions - Nanjing Port's stock price surged to the daily limit, while Lianyungang and several shipping stocks also experienced notable increases, with some stocks rising over 6% [1][3]. - The announcement has triggered a collective rally in the shipping sector, with various companies showing strong upward movements in their stock prices [2][3]. Group 2: Policy Implications - The special port fees will be charged based on net tonnage, starting at 400 RMB per net ton in 2025 and increasing to 1120 RMB by 2028 [6]. - The policy targets U.S.-owned or operated vessels, which could significantly impact the operational costs for shipping companies involved in U.S.-China trade [5][6]. Group 3: Investment Opportunities - Analysts suggest that the shipping sector may present investment opportunities due to the expected increase in shipping rates driven by the new fees and the ongoing trade tensions [7][9]. - The potential for increased freight rates is particularly pronounced in the VLCC market, where supply-demand fundamentals are already strong [8][9]. - Companies with no U.S. affiliations may benefit from reduced competition and increased pricing power in the shipping market [9][10].

Core Viewpoint - The article discusses the recent surge in port and shipping stocks in response to the Chinese Ministry of Transport's announcement of special port fees for U.S. vessels, effective from October 14, 2025, which is expected to lead to increased shipping rates due to heightened cost transfer motivations among shipping companies [1][5][8]. Group 1: Market Reactions - Nanjing Port's stock price surged to the daily limit, while Lianyungang and several shipping stocks also saw significant increases, with Lianyungang rising nearly 8% and other stocks like China National Offshore Oil Corporation and Ningbo Maritime rising over 6% [1][3]. - The announcement from the Ministry of Transport has led to a collective rally in the shipping sector, indicating strong market sentiment towards shipping stocks amid the ongoing trade tensions [2][3]. Group 2: Policy Details - The Ministry of Transport's announcement includes a phased implementation of special port fees for U.S. vessels, starting at 400 RMB per net ton in 2025 and increasing to 1120 RMB by 2028 [6]. - The policy targets various categories of U.S.-owned or operated vessels, which could significantly impact shipping operations and costs for U.S. companies [5][6]. Group 3: Investment Opportunities - Research institutions suggest that the new port fees will create investment opportunities in the shipping sector, particularly for companies with strong fundamentals and limited available capacity [8]. - Analysts from multiple firms, including Huachuang Securities and Shenwan Hongyuan, recommend focusing on shipping stocks as they are likely to benefit from increased freight rates due to the cost pressures from the new fees [8][9].

来源：新浪证券-红岸工作室 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58%。 截至6月30日，连云港股东户数12.75万，较上期增加120.38%；人均流通股9728股，较上期减少 54.62%。2025年1月-6月，连云港实现营业收入12.31亿元，同比减少4.74%；归母净利润5570.18万元， 同比减少41.58%。 分红方面，连云港A股上市后累计派现5.16亿元。近三年，累计派现1.99亿元。 机构持仓方面，截止2025年6月30日，连云港十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股581.73万股，相比上期减少640.52万股。 10月10日，连云港涨1.05%，成交额1.54亿元。两融数据显示，当日连云港获融资 ...

今年是习近平总书记提出"绿水青山就是金山银山"理念20周年。回望廿载，那颗在浙江余村种下的 绿色种子，已经在全国各地扎根生长，因地制宜开花结果。 连岛畔，白鹭翔集；云台山下，绿水环绕。在"两山"理念的指引下，连云港这座曾经以"重化型"产 业结构、"煤炭型"能源结构为主的城市，如今正以一场深刻的绿色变革，书写着人与自然和谐共生的新 篇章。 萌新绿，重绘"发展底色" 站在连岛高处远眺，湛蓝的海水波光粼粼，沙滩洁净如洗，游人穿梭如织。难以想象这里曾面临海 洋垃圾肆虐、局部海岛山体滑坡等环境压力。 生态环境是人类发展的根基，其价值无可替代。2020年以来，连云港大刀阔斧起笔连岛港口区整治 修复，陆地上，先后开展攻坚入海河流全流域治理，3.1万平方米生态景观林扎根海岛。而在海上，紫 菜养殖面积缩减至10万亩，同时推广贝藻立体混养、间养模式，在守护海洋生态的同时稳住养殖户收 益。曾经破碎的生态肌理在科学修复中逐渐愈合。 2025年初，从生态环境部传来喜讯：连云港市"连岛-港口区"成功入选第三批国家级美丽海湾名 单。这是连云港首次获得这一国家级荣誉，也意味着这座港口城市在生态文明建设上实现了历史性突 破。 "重化型"产业结 ...

在灌云县四队镇中心卫生院，刘小涛察看门急诊、药房和慢病筛防中心后说，要强化基层卫生人才 队伍建设，推动优质医疗资源扩容下沉，更好满足群众家门口的看病就医需求。 盐城是新四军重建军部所在地，刘小涛前往新四军纪念馆，深切缅怀革命英烈的丰功伟绩。他说， 要牢记习近平总书记殷殷嘱托，不忘初心使命，弘扬伟大抗战精神和新四军"铁军"精神，为推进中国式 现代化江苏新实践凝聚磅礴力量。 省政府秘书长赵建军参加调研。 10月11日至12日，省委副书记、代省长刘小涛在连云港市、盐城市调研。他强调，要深入贯彻落实 习近平总书记对江苏工作重要讲话精神，认真落实全省沿海地区高质量发展座谈会精神和省委部署要 求，准确把握当前面临的新形势新任务，以科技创新驱动产业升级，以绿色发展厚植比较优势，以高水 平双向开放赢得更大主动，因地制宜发展新质生产力，奋力打造高质量发展新增长极。 牵山连海、港城相依，连云港正成为东西交融窗口、国际合作枢纽。刘小涛来到连云港港集装箱码 头和中哈（连云港）物流合作基地，详细了解港口规划建设、物流通道运营情况后说，要用好发展机 遇、潜力和优势，进一步优化提升港口空间布局，发展壮大临港产业，拓展深化陇海线"朋友圈"， ...