Financial Performance - Whirlpool expects a net profit of approximately 205 million yuan for the first half of 2025, an increase of about 174 million yuan or approximately 559% year-on-year [2] - Chipmotion Technology anticipates a net profit between 138 million to 169 million yuan for the first half of 2025, representing a year-on-year growth of approximately 144.46% to 199.37% [2] Mergers and Acquisitions - China Shipbuilding's absorption merger with China Shipbuilding Industry Corporation has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, which constitutes a major asset restructuring [4] Shareholder Actions - Aotewei's actual controllers plan to transfer 4.99% of the company's shares, totaling 15.75 million shares, due to personal funding needs [5] - Yaguang Technology's chairman has been placed under detention, but the company's operations remain normal [5] Industry Developments - Ningbo Port expects a 9.8% year-on-year increase in container throughput for the first half of 2025 [8] - Three Trees anticipates a net profit growth of 80.94% to 119.04% for the first half of 2025 [8] - Zhuhai Group expects a net profit increase of 50.97% to 75.23% for the first half of 2025 [8] Project Wins - Sanxing Medical's subsidiary has pre-qualified for a 306 million yuan project with Southern Power Grid [8] - Hopu Co., Ltd. has jointly won a 449 million yuan shared energy storage demonstration project [8] - Hongsheng Huayuan's subsidiary has pre-qualified for an 1.127 billion yuan project with Southern Power Grid [8]

特此公告。 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。 2025年6月份，宁波舟山港股份有限公司（以下简称"公司"） 预计完成集装箱吞吐量454万标准箱，同比增长10.2%；预计完成货 物吞吐量10125万吨，同比增长7.6%。 2025年上半年，公司预计累计完成集装箱吞吐量2547万标准箱， 同比增长9.8%；预计累计完成货物吞吐量60097万吨，同比增长4.7%。 本公告所载2025年6月份及上半年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。 证券代码：601018 证券简称：宁波港 编号：临 2025-027 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 6 月份及半年度主要生产数据提示性公告 宁波舟山港股份有限公司董事会 2025 年 7 月 5 日 ...

Group 1 - The core viewpoint of the articles highlights the significant advancements in the green fuel supply sector at Ningbo-Zhoushan Port, particularly with the record-setting biofuel oil supply to the "Maersk Yukun" vessel, marking a milestone in China's maritime fuel industry [1] - The biofuel oil used is a blend of biofuel and traditional low-sulfur fuel oil, recognized for its renewable and low-carbon characteristics, capable of reducing carbon emissions by approximately 20%, thus playing a crucial role in the green transition of the shipping industry [1] - The Ningbo Customs has facilitated the smooth supply of biofuel oil by providing tailored services, ensuring efficient logistics and minimizing the time vessels spend in port, which is essential for maintaining operational efficiency [1] Group 2 - The establishment of the "China (Zhejiang) Free Trade Zone Bulk Commodity Resource Allocation Hub Construction Plan" presents new opportunities for the green fuel supply business in the Zhejiang Free Trade Zone [2] - Under the supervision of Ningbo Customs, the Zhejiang Free Trade Zone has seen a remarkable increase in LNG supply operations, with 20 vessels serviced and a total supply of 53,700 tons, reflecting a year-on-year growth of over 1100% [2] - The port has also completed 10 biofuel oil supply operations, totaling 26,000 tons, reinforcing its position among the top three ports in the country for such operations [2]

Group 1 - The Shanghai Stock Exchange (SSE) organized a promotional event in London and Geneva to enhance cross-border capital investment cooperation and showcase the achievements and potential of China's capital market [1] - Twelve leading companies from various sectors, including healthcare, high-end manufacturing, and information technology, participated in the roadshow, demonstrating their governance, innovation, and competitive advantages [2] - The event attracted over 70 international financial institutions, highlighting the opportunities for diversified investment in undervalued traditional industries and emerging sectors in China [2] Group 2 - The introduction of the STAR Market (科创板) has garnered significant attention from international investors, with over 200 foreign institutions conducting more than 500 research visits to A-share companies this year [3] - The SSE presented the STAR Market's initiatives in supporting innovation, facilitating business expansion, and attracting long-term capital, which have bolstered investor confidence in Chinese tech companies [3] - Foreign institutions expressed strong interest in understanding more about high-quality Chinese listed companies, indicating a growing appetite for investment in the Chinese market [4] Group 3 - The SSE has been actively promoting China's capital market reforms and various investment products to European institutions, receiving positive feedback regarding the investment potential of Chinese companies [4] - The SSE has visited 12 countries and regions in 2023 to enhance international investor engagement and communication channels, aiming to position China's capital market as a significant player in global asset allocation [5][6] - The SSE is committed to fostering an open and innovative environment to create shared development opportunities for both domestic and foreign investors [6]

Core Viewpoint - The China Securities Shipping Index (CS Shipping, 930718) is currently at 1812.99 points, reflecting a slight decline in the shipping sector over the past month, while showing a modest increase over the last three months [1][2]. Group 1: Index Performance - The CS Shipping Index has decreased by 0.41% over the past month, increased by 3.52% over the last three months, and has declined by 1.08% year-to-date [2]. - The index is designed to represent the overall performance of listed companies in the shipping industry, including sectors such as waterway transportation, port operations, shipbuilding, container manufacturing, and freight forwarding [2]. Group 2: Index Composition - The top ten weighted companies in the CS Shipping Index are: COSCO Shipping Holdings (11.55%), China Shipbuilding Industry (9.29%), China State Shipbuilding (8.73%), China Power (4.97%), China Merchants Energy Shipping (4.44%), Shanghai Port Group (3.35%), COSCO Shipping Energy (3.08%), China International Marine Containers (2.99%), Ningbo Port (2.93%), and HaiLanXin (2.58%) [2]. - The index is primarily composed of companies listed on the Shanghai Stock Exchange, which accounts for 82.62% of the index, while the Shenzhen Stock Exchange accounts for 17.38% [3]. Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [4]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [4].

Group 1 - The port sector experienced a short-term surge, with Nanjing Port (002040) hitting the daily limit up, indicating strong investor interest [1] - Other ports such as Lianyungang (601008), Chongqing Port (600279), Xiamen Port (000905), Zhuhai Port (000507), and Ningbo Port (601018) also saw significant increases in their stock prices, reflecting a broader positive trend in the industry [1] - The movement of "smart money" towards these ports suggests a strategic shift in investment focus, potentially indicating future growth opportunities within the sector [1]

Group 1: Port Performance - Multiple A-share listed port companies reported an increase in container throughput in May, while Guangzhou Port experienced a slight decline in cargo throughput [1] - Ningbo Port projected a container throughput of 4.53 million TEUs in May, a year-on-year increase of 7.1%, and a cargo throughput of 107.6 million tons, up 7.7% [1] - Guangzhou Port's May container throughput is expected to reach 2.309 million TEUs, a 4.3% increase year-on-year, while cargo throughput is projected at 50.175 million tons, a slight decline of 0.3% [1] - Beibu Gulf Port reported a cargo throughput of 30.8633 million tons in May, a year-on-year increase of 6.43%, with container throughput reaching 881.3 thousand TEUs, up 10.79% [1] Group 2: Shipping Rates and Market Conditions - The China Export Container Freight Index rose by 0.9% year-on-year as of May 30, with the East America route increasing by 9.3% and the West America route by 4% [2] - Short-term demand for shipping on American routes remains strong due to tariff policy fluctuations and uncertain trade environments, but specific demand levels require further monitoring [2] - Nearly half of the port-listed companies reported a year-on-year increase in net profit for Q1, with Shanghai Port Group, Qingdao Port, and Ningbo Port showing growth rates of approximately 6%, 6.51%, and 4.54% respectively [2] Group 3: Operational Challenges - Beibu Gulf Port's management noted that the company faced challenges in revenue growth due to changes in cargo source structure and reduced high-value import/export trade [3] - Ningbo Port's management reported a 10.2% year-on-year increase in container throughput for the first quarter, ranking it among the top three global container ports [3] - The impact of the U.S. government's tariff policies on trade has led to a decrease in container throughput on American routes, while other routes continue to see growth [3]

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。 ...

Core Viewpoint - HAROPA port group aims to enhance trade convenience through collaboration and infrastructure improvements, particularly with Ningbo-Zhoushan Port in China [1][2] Group 1: Company Overview - HAROPA is the largest port group in France, formed by the merger of Le Havre, Rouen, and Paris ports, and is the only river-sea intermodal port in France [1] - The port has an annual maritime and river throughput exceeding 100 million tons [1] Group 2: Strategic Initiatives - HAROPA operates 335 commercial shipping routes to China, connecting to 80 Chinese ports [1] - The port is focusing on emission reduction and digitalization, aiming to improve infrastructure for better connectivity with Zhoushan Port [1] - Collaboration will also focus on decarbonization efforts in the shipping trade sector [1] Group 3: Economic Impact - The partnership with Zhoushan Port is expected to inject more certainty into economic development [2] - HAROPA seeks to leverage global trade advantages to facilitate smoother cargo transport and communication [2] - The goal is to shift e-commerce freight from air to sea transport, thereby increasing throughput and reducing CO2 emissions [1]

Group 1 - The Free Trade Port concept declined by 0.68%, ranking among the top declines in concept sectors, with notable declines in stocks such as Xiamen Port, Ningbo Port, and Jinjiang Shipping [1] - Among the concept stocks, 14 experienced price increases, with Milkewei, Xinlong Holdings, and Shanghai Jianke leading with gains of 4.81%, 2.38%, and 1.64% respectively [1][2] - The top gaining concept sectors included Cultivated Diamonds (up 4.10%), Pet Economy (up 4.08%), and Animal Vaccines (up 4.00%), while the Shipping concept saw a decline of 1.44% [1] Group 2 - The Free Trade Port concept saw a net outflow of 417 million yuan, with 28 stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [1] - Xiamen Port had the highest net outflow of 127 million yuan, followed by Ningbo Port and Jinjiang Shipping with outflows of 67.43 million yuan and 40 million yuan respectively [1][2] - The stocks with the highest net inflows included Tianjin Port, Jiacheng International, and Xinlong Holdings, with inflows of 23.35 million yuan, 13.95 million yuan, and 7.49 million yuan respectively [1]