◎记者 何昕怡 为进一步完善对外开放格局、便利跨境资本投融资合作，上交所近日组织沪市优质上市公司代表赴英国 伦敦和瑞士日内瓦，开展资本市场推介与国际交流活动。此次活动通过公司集中路演、机构一对一拜访 等形式深入交流、促进理解，全面展示中国资本市场的开放成果与发展潜力。 沪市公司路演展示多元发展价值 参加本次推介的恒瑞医药、万华化学、小商品城、宁波港、中信金属、中国铝业、中国中车、中国中 免、中远海控、东方电缆、金山办公、九号公司等12家沪市公司，分别来自生物医药、高端制造、水上 运输、信息技术、商务服务等行业，均是所属领域的领军企业。 12家公司代表从完善公司治理结构、前沿产品创新成果展示、全球化市场布局以及在全球产业链中的竞 争优势等多个维度全方位展现了企业的综合实力与发展前景，让国际投资者对沪市公司高质量发展的新 风貌有了更直观、深刻的认识。 此次活动吸引了来自瑞银集团、晋达资产、励正集团、千禧年资本、施罗德集团等70余家国际投资银 行、保险公司、私人银行、资产管理机构、财富管理机构、家族办公室的代表参会。多家机构相关负责 人指出，中国资本市场呈现出传统产业价值重估与新兴产业成长共振机遇，低估值、高分红、 ...

金融界6月13日消息，上证指数低开低走，中证航运指数 (CS航运，930718)报1812.99点。 数据统计显示，中证航运指数近一个月下跌0.41%，近三个月上涨3.52%，年至今下跌1.08%。 据了解，中证航运指数选取水路运输、港口运营、船舶制造、集装箱制造及货运代理等相关行业的上市 公司证券作为样本，以反映航运上市公司的整体表现。该指数以2004年12月31日为基日，以1000.0点为 基点。 从指数持仓来看，中证航运指数十大权重分别为：中远海控（11.55%）、中国重工（9.29%）、中国船 舶（8.73%）、中国动力（4.97%）、招商轮船（4.44%）、上港集团（3.35%）、中远海能（3.08%）、 中集集团（2.99%）、宁波港（2.93%）、海兰信（2.58%）。 从中证航运指数持仓的市场板块来看，上海证券交易所占比82.62%、深圳证券交易所占比17.38%。 从中证航运指数持仓样本的行业来看，工业占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同 ...

E /ATF/Host-up # 郭野 n Ham I 蛋蛋 T WE LEAD BOY DE LEASE THE LEASE m GITKS CHE I CHANA THE THE H 四 098 9 Hum S PENT US SP SOLE ASS 15 ttp:// HB3 011 4332 5/E ative se nam solal FEE n 25 p Hall Ch in . 宁波港北仑国际集装箱码头，红色的桥吊吊臂上下舞动，一艘往返欧美航线的集装箱运输船正在进行装卸作业。在刚刚过去的几个月，国际贸易局势跌宕起 伏，海运和外贸市场首先受到影响。 针对外部市场的不确定性，宁波舟山港通过稳航线、拓市场、调结构、优服务，实现了逆势增长。宁波舟山港股份有限公司董事、副总经理滕亚辉在5月末 举行的海丝港口合作论坛上表示，今年1—4月份，宁波舟山港完成集装箱吞吐量1356.8万标箱，同比增长9.9%。 他表示，在当前中美关税暂缓的窗口期，外贸企业"抢出口"的需求增加，宁波舟山港将继续打好"稳拓调优"组合拳，通过加大仓位供给、加强空箱保障、提 升码头服务、优化口岸环境，更好应对"出货潮"，预计6月中旬各对美 ...

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - Container throughput growth is steady, while bulk cargo throughput is gradually stabilizing [2] - Overall throughput performance is stable, maintaining a "Positive" rating for the shipping and port sector [7] Summary by Sections Overview: National Import and Export Total and Cargo Throughput Situation - In the first four months of 2025, the national import and export total reached 14.14 trillion yuan, a year-on-year increase of 2.4%. The import total was 5.75 trillion yuan, down 4.2%, while the export total was 8.39 trillion yuan, up 7.5% [4][14] - Coastal major ports' cargo throughput reached 3.702 billion tons, a year-on-year increase of 1.9% [4][31] Container: Shipping Rates and Container Throughput Situation - From January to April 2025, coastal major ports' container throughput reached 9.88 million TEUs, a year-on-year increase of 8.1% [4][41] - As of June 6, 2025, the China Container Freight Index (CCFI) was 1154.98 points, down 22.79% year-on-year, while the Shanghai Container Freight Index (SCFI) was 2240.35 points, down 26.42% year-on-year [35][36] Liquid Bulk: Oil Shipping Rates and Crude Oil Throughput Situation - As of June 6, 2025, the Baltic Dirty Tanker Index (BDTI) was 951 points, down 24.94% year-on-year [43] - From January to April 2025, crude oil imports reached 183 million tons, a year-on-year increase of 0.5% [51] Dry Bulk: Shipping Rates and Iron Ore, Coal Throughput Situation - As of June 6, 2025, the Baltic Dry Index (BDI) was 1633 points, down 13.18% year-on-year [59] - From January to April 2025, iron ore throughput at major ports reached 450 million tons, a year-on-year increase of 0.07% [65] Monthly Throughput Situation of Key Port Listed Companies - In April 2025, Shanghai Port's cargo throughput was 0.51 billion tons, with container throughput of 450.10 thousand TEUs, reflecting a year-on-year increase of 3.40% and 7.65% respectively [76]

港口板块短线拉升，南京港（002040）涨停，连云港（601008）、重庆港（600279）、厦门港务 （000905）、珠海港（000507）、宁波港（601018）等纷纷走高。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> ...

Group 1 - Changan Automobile's indirect controlling shareholder will change to a newly established central enterprise after the separation of its automotive business from the Equipment Group, with no significant impact on the company's operations [1] - Zhifei Biological's 15-valent pneumococcal conjugate vaccine application for production registration has been accepted, which could enhance the company's market position and competitiveness [2] - Wanda Film is launching a shareholder return activity, allowing eligible shareholders to purchase movie ticket packages at a significantly reduced price [3] Group 2 - InSail Group plans to acquire 80% of the equity of Zhizhe Brand through a combination of issuing shares and cash payment [4] - Muyuan Foods reported May sales of 6.406 million pigs, with a revenue of 12.258 billion yuan, reflecting a year-on-year increase of 26.93% [6] - Shenzhou Cell plans to raise up to 900 million yuan through a private placement to supplement working capital [7] Group 3 - China Oil Engineering's subsidiary received a contract worth approximately 2.94 billion USD for a gas pipeline project in Iraq [8] - Dongfeng Motor reported a 31.26% year-on-year decrease in May sales of new energy vehicles, totaling 1,270 units [14] - Huazhong Pharmaceutical's subsidiary received a drug registration certificate for a new antidepressant, which has been in development since 2021 [24] Group 4 - Juhua Technology won a bid for a 197 million yuan project from the State Grid [27] - Zhaojin Mining announced plans to acquire a controlling stake in Zhixue Cloud, which may constitute a significant asset restructuring [26] - Mypo Medical intends to acquire 100% of Yijie Medical's equity, expanding its capabilities in the interventional field [13]

Group 1 - Yara International's supervisor Peng Zhiyun is under investigation for insider trading, which is unrelated to the company's daily operations [2] - The company is operating normally despite the investigation, and Peng has applied to resign from his position [2] Group 2 - Fulin Precision's subsidiary Jiangxi Shenghua signed a supplementary agreement with CATL to increase production capacity to 160,000 tons/year in Jiangxi and 200,000 tons/year in Sichuan [3] - The agreement ensures that CATL will prioritize its demand from Jiangxi Shenghua and commit to purchasing at least 80% of the promised capacity annually [3] - This partnership is expected to enhance the competitiveness and sustainability of Fulin Precision's lithium iron phosphate business [3] Group 3 - Zai Jian Pharmaceutical signed an exclusive market promotion service agreement for recombinant human thyroid-stimulating hormone injection with Merck's Swiss subsidiary, Ares Trading S.A. [3] - The agreement includes a maximum authorization fee of RMB 250 million, with an initial payment of RMB 50 million due within 30 working days after the agreement takes effect [3] - The product is currently in the drug registration application stage [3] Group 4 - Wenta Technology announced that its major shareholder, Wuxi Guolian Integrated Circuit Investment Center, plans to reduce its stake by up to 3%, equating to 37.34 million shares [4] - The reduction will occur between June 27, 2025, and September 26, 2025 [4] Group 5 - Sanofi Guojian's application for a new drug listing for a recombinant anti-IL-1β humanized monoclonal antibody injection has been accepted by the National Medical Products Administration [5] - The drug is intended for the treatment of acute gouty arthritis and has achieved primary efficacy endpoints in Phase III clinical trials [5] Group 6 - Shuyou Shen's product STSP-0601 has been included in the priority review list by the National Medical Products Administration [6] - The product is a Class 1 therapeutic biological product approved for clinical trials for hemophilia A or B patients [7] Group 7 - Ningbo Port expects to complete a container throughput of 4.53 million TEUs in May, representing a year-on-year increase of 7.1% [8] - Wens Foodstuff's pig sales revenue increased by 14.23% year-on-year in May [8] - Dongfeng Motor's cumulative vehicle sales from January to May were 59,859 units, a decrease of 14.45% year-on-year [8]

日前，A股多家港口上市公司相继披露5月生产数据，港口集装箱吞吐量同比均有所提升，而广州港 （601228）货物吞吐量同比略降。 宁波港（601018）6月5日晚间披露，5月公司预计完成集装箱吞吐量453万标准箱，同比增长7.1%；预 计完成货物吞吐量10760万吨，同比增长7.7%。 宁波港5月吞吐量环比也有所提升。据此前披露，4月宁波港预计完成集装箱吞吐量427万标准箱，同比 增长8.8%；预计完成货物吞吐量10395万吨，同比增长7.5%。 广州港日前披露，公司5月预计完成集装箱吞吐量230.9万标准箱，同比增长4.3%；预计完成货物吞吐量 5017.5万吨，同比下降0.3%。2025年1—5月，公司预计完成集装箱吞吐量累计1099.5万标准箱，同比增 长8.5%；预计完成货物吞吐量累计23648.9万吨，同比增长3%。 在4月接受调研时，宁波港高管指出今年1—3月份，宁波舟山港完成集装箱吞吐量1007万TEU，同比增 长10.2%，增幅暂列全球前三大集装箱港口第一位，与去年全年的集装箱吞吐量增幅基本保持同步，一 季度本地出口重箱也保持了两位数增长。自今年4月上旬美国政府的"对等关税"政策单方面挑起中美贸 ...

2025年5月份，宁波舟山港股份有限公司预计完成集装箱吞吐量 453万标准箱，同比增长7.1%；预计完成货物吞吐量10760万吨，同 比增长7.7%。 证券代码：601018 证券简称：宁波港 编号：临 2025-026 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 2025 年 5 月份主要生产数据提示性公告 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。 宁波舟山港股份有限公司董事会 2025 年 6 月 6 日 本公告所载2025年5月份的业务数据属于快速统计数据，与最终 实际数据可能存在差异，请投资者注意投资风险。 特此公告。 ...

（文章来源：中国新闻网） 他同时指出，在科技创新与产业创新融合方面，中国的港口还存在产学研用协同机制不完善，部分港口 科技创新能力较弱，关键技术仍受制于人等不足。他建议，港口企业要加大研发投入，组建产学研用创 新联合体，共同开展关键核心技术攻关，注重成果总结并及时形成标准。 为推进港口绿色化智慧化转型，政策层面也将持续加码。交通运输部科技司创新发展处副处长赵晓辉透 露，交通运输部正加快出台《"人工智能+交通运输"实施意见》，明确到2030年甚至未来更长时间的"人 工智能+交通运输"建设目标、推进路线、重点任务和政策举措，目前已完成征求意见工作。 交通运输部水运局副局长祝振宇透露，港口协会正牵头会同多家港口企业进一步整合自动化集装箱码头 建设技术，目前进展情况良好。祝振宇呼吁全国港口以此为契机，在保持合理、公平的市场竞争的同 时，进一步加强在科技、安全、绿色等领域的合作与协同，共同营造港口高质量发展的良好氛围。(完) 中新网还在现场了解到，浙江海港集团建成了全球规模领先的远控自动化设备集群港区，实现港口作业 全流程自动化。布局港口"风光储氢"一体化能源体系，建成国内首条市场化规模化集卡绿色运输线。上 海港研发了 ...