Group 1 - Zhejiang Province has issued the "Implementation Plan for the Reform and Innovation Development of Digital Trade" to enhance its competitive advantage in digital trade and support high-quality development [1] - The plan outlines a "1+3+N" framework, which includes a global digital trade expo, three key centers (Hangzhou, Ningbo, Yiwu), and encourages other cities to develop distinctive digital trade projects [1] - By 2027, Zhejiang aims to rank among the top provinces in digital trade scale and establish itself as a global digital trade center by 2035 [1] Group 2 - The plan promotes the development of cross-border e-commerce by integrating it with traditional industries and enhancing brand cultivation [2] - It encourages the use of live streaming and visual marketing strategies in cross-border e-commerce, while also improving overseas service capabilities [2] - The initiative aims to optimize global overseas warehouse layouts and enhance their digital and intelligent capabilities [2] Group 3 - The plan focuses on building a competitive digital trade enterprise ecosystem, targeting the cultivation of cross-border e-commerce platforms with annual transaction volumes exceeding 10 billion [3] - It aims to support small and medium-sized enterprises in their digital transformation and technological upgrades [3] - The initiative includes the modernization of digital trade ports, enhancing the digital operation levels of sea, land, and air ports [3]

Group 1 - The world's largest low-carbon intelligent ultra-large car carrier "Anji Ansheng" has successfully loaded 3,850 export vehicles at Yantai Port, marking the second arrival of a 9,500-car capacity car carrier since June 20 [1] - The collaboration between Yantai Port and various local authorities has established a "green channel" for efficient operations, ensuring smooth processes from port collection to customs clearance [1] - Yantai Port has upgraded its capabilities for handling ultra-large vessels, enhancing its reputation as "the best service car terminal in the country" [1] Group 2 - "Anji Ansheng" is China's first 9,500-car capacity ultra-large car carrier, measuring 228 meters in length and 37.8 meters in width, with 13 vehicle decks [2] - From January to July this year, Yantai Port experienced a 4.6% year-on-year increase in total vehicle transport volume, attracting major global car carriers to dock and load [2] - The introduction of new car carriers at Yantai Port supports the high-end manufacturing of ships and vehicles, facilitating the global expansion of "Made in China" products [2]

证券代码：601018 证券简称：宁波港 公告编号：临 2025-030 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 二、说明会召开的时间、地点 ? 会议召开时间：2025 年 09 月 02 日 （星期二） 10:00-11:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心视频直播和网络互动 ? 投资者可于 2025 年 08 月 26 日（星期二）至 09 月 01 日（星 期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 ird@nbport.com.cn 进行提问。公司将在说明会上对 投资者普遍关注的问题进行回答。 宁波舟山港股份有限公司（以下简称"公司"）将于 2025 年 08 月 了解公司 2025 年半年度经营成果、财务状况，公司计划 ...

证券代码：601018 证券简称：宁波港 公告编号：临 2025-030 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 08 月 26 日（星期二）至 09 月 01 日（星 期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 ird@nbport.com.cn 进行提问。公司将在说明会上对 投资者普遍关注的问题进行回答。 宁波舟山港股份有限公司（以下简称"公司"）将于 2025 年 08 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地 了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 02 日（星期二）10:00-11:00 举行 2025 年半年度业绩说明会， ...

1. Report Industry Investment Rating - No information provided in the content 2. Core Viewpoints of the Report - Shanghai and Ningbo ports' congestion has improved compared to the previous period, but the ship turnover time remains high. With the weakening of the shipping scale trend, the pressure on Chinese ports is expected to ease, but potential weather disturbances need attention. Southeast Asian port congestion pressure has significantly declined. [2] - In Europe, issues such as summer vacations, labor shortages, railway construction in Germany, and low water levels in the Rhine are still intensifying, leading to a continuous increase in port pressure. [2] - The overall congestion level of North American ports is controllable, and attention should be paid to subsequent port operation dynamics. [2] 3. Summary According to Relevant Catalogs 3.1 Data点评 - **Asian Ports**: Yangshan, Waigaoqiao, and Ningbo ports in China have different average waiting and berthing times for ocean - going container ships, with varying numbers of ships at anchor and in berth. Southeast Asian ports like Singapore and Port Klang also show different congestion situations. Chinese port congestion has improved, and Southeast Asian port pressure has dropped significantly. [2] - **European Ports**: Ports such as Rotterdam, Antwerp, and Hamburg in Europe have high average waiting and berthing times for ocean - going container ships. Problems like summer vacations, labor shortages, railway construction, and low river water levels are causing continuous pressure on European ports. [2] - **North American Ports**: Overall congestion in North American ports is controllable, with different average waiting and berthing times for ocean - going container ships in various ports. [2] 3.2 Data Overview - The report provides data on the in - port duration of key container ports, including month - on - month and year - on - year changes. For example, Yangshan Port's latest in - port duration is 47.0 hours, with a month - on - month increase of 6.0 hours and a year - on - year increase of 16.3 hours. [6] 3.3 Asian Port Dynamic Tracking - It presents data on the scale of container ships in ports in China and Southeast Asia, the number of container ships at anchor and in berth in different ports, and the average in - port, waiting, and berthing times of ocean - going container ships in Southeast Asian and Chinese ports. [8][16] 3.4 European Port Dynamic Tracking - It shows the scale of container ships in European ports, the number of container ships at anchor and in berth in major ports in north - western Europe and the Mediterranean, and the average in - port, waiting, and berthing times of ocean - going container ships in north - western European and Mediterranean ports. [19][27] 3.5 North American Port Dynamic Tracking - It provides data on the scale of container ships in North American ports, the number of container ships at anchor and in berth in some ports, and the average in - port, waiting, and berthing times of ocean - going container ships in US ports. [32][34] 3.6 Large - Ship Arrival Situation and Key Hub Monitoring - It shows the arrival situation of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival situation of 1.2w + container ships of different alliances in Asian, north - western European, and Mediterranean ports, and the passage situation of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal. [42][45][48]

Core Viewpoint - The launch of the "Yiwu (Suxi) International Hub Port - Ningbo Zhoushan Port - Aden Port" sea-rail intermodal freight service marks a significant development in logistics efficiency for exports from Yiwu to Yemen [1][3]. Group 1: Logistics and Transportation - The freight service utilizes a seamless "rail + sea" connection, allowing goods to travel directly from Yiwu to Ningbo Zhoushan Port and then to Aden Bay, enhancing logistics efficiency [3]. - Export goods can complete pre-release and pre-loading procedures at Yiwu, significantly reducing customs clearance time [3]. Group 2: Historical Context and Development - Zhejiang province first proposed the development of multimodal transport at Ningbo Zhoushan Port in 2004, initiating the province's rail-water transport era [3]. - The "Yiwu - Ningbo Zhoushan Port" sea-rail intermodal route has become the largest of its kind in Zhejiang in terms of cargo volume [3]. Group 3: Future Developments - Local authorities are accelerating the construction of new routes, such as "Yiwu - Ningbo - Egypt's Port Said," to explore efficient, low-cost, and high-quality export logistics paths [3].

Core Insights - Ningbo Port has seen a net financing inflow of 16.5286 million yuan last week, ranking 483rd in the two markets [1] - The company operates primarily in the maritime transportation sector and has a registered capital of approximately 1.945 billion yuan [1] Financing and Investment - Last week, the financing amount for Ningbo Port was 107 million yuan, while the repayment amount was 89.9913 million yuan [1] - Over the past 5 days, the main capital outflow was 17.6257 million yuan, with a decline of 1.71% [1] - Over the past 10 days, the main capital outflow reached 98.2165 million yuan, with a decline of 5.05% [1] Company Profile - Ningbo Zhoushan Port Co., Ltd. was established in 2008 and is located in Ningbo City [1] - The company has made investments in 87 enterprises and participated in 1,856 bidding projects [1] - It holds 52 trademark registrations and 1 patent, along with 79 administrative licenses [1]

Group 1 - The article highlights the launch of a seamless "railway + sea" transportation model, allowing goods to travel from Yiwu to Ningbo Zhoushan Port and then directly to Aden Bay, significantly reducing logistics time and costs [1][3] - The partnership with Ningbo Port is established by Haijie Shipping, which has been actively responding to the Belt and Road Initiative since its establishment in 2022, focusing on container shipping in the Red Sea, Mediterranean, and North African markets [1] - Future cooperation will deepen, aiming to accelerate the construction of new routes such as "Yiwu-Ningbo-Egypt Suez Port" and "Yiwu-Ningbo-Europe," while exploring efficient, cost-effective, and high-quality export logistics solutions for Chinese enterprises [1]

Group 1: Guizhou Moutai - Guizhou Moutai achieved a net profit of 45.403 billion yuan in the first half of 2025, an increase of 8.89% year-on-year [1] - The company's operating income for the same period was 89.389 billion yuan, reflecting a growth of 9.1% year-on-year [1] - Basic earnings per share were reported at 36.18 yuan per share [1] Group 2: Weixing New Materials - Weixing New Materials reported a net profit of 271 million yuan in the first half of 2025, a decrease of 20.25% year-on-year [1] - The company's operating income was 2.078 billion yuan, down 11.33% year-on-year [1] - The company plans to distribute a cash dividend of 1 yuan per 10 shares [1] Group 3: Jianyuan Trust - Jianyuan Trust's net profit for the first half of 2025 was 40.2897 million yuan, an increase of 13.36% year-on-year [1] - The company achieved an operating income of 15 million yuan, a significant growth of 84.89% year-on-year [1] - Basic earnings per share were reported at 0.0041 yuan per share [1][2] Group 4: Weili - Weili won a bid for a leachate treatment project, expected to generate an annual revenue of approximately 61 million yuan [1] - The project has a total expected revenue of about 610 million yuan over a 10-year operational period [1] - The project includes a 0.5-year construction period followed by a 10-year operational period [1] Group 5: Tianjun Wind Power - Tianjun Wind Power provided a guarantee for a credit line of 150 million yuan for its wholly-owned subsidiary [1] - The guarantee covers the principal amount, interest, penalties, and other related costs [1] - The guarantee period is three years from the maturity of the main contract [1] Group 6: Jiangshan Oupai - Jiangshan Oupai's wholly-owned subsidiary completed the registration for a change in business type [1] - The subsidiary is now classified as a limited liability company [1] Group 7: Ningbo Port - Ningbo Port announced the resignation of independent director Yan Guoqing due to personal reasons [1] Group 8: Yangfan New Materials - Yangfan New Materials reported a net profit of 23.1372 million yuan in the first half of 2025, marking a turnaround from losses [1] - The company's total operating revenue was 473 million yuan, an increase of 47.93% year-on-year [1] Group 9: Zhongguancun - Zhongguancun's subsidiary received a drug registration certificate for a new injection [1] - The company also announced that another product passed the consistency evaluation for generic drugs [1] Group 10: Hengtong Oriental - Hengtong Oriental is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [1] Group 11: Quzhou Development - Quzhou Development plans to acquire 95.46% of Xian Dao Electronics and will resume trading on August 13, 2025 [1] Group 12: Jiangsu Sop - Jiangsu Sop reported a net profit of 102 million yuan in the first half of 2025, a decrease of 13.01% year-on-year [1] - The company's operating income was 3.158 billion yuan, down 1.08% year-on-year [1] Group 13: Fudan Fuhua - Fudan Fuhua's subsidiary plans to invest 48.87 million yuan in a capital increase for another company [1] Group 14: Shaanxi Huada - Shaanxi Huada is planning to acquire 100% of Huajing Microelectronics and has suspended trading [1]

Group 1 - The independent director Yan Guoqing has resigned from his position due to personal reasons, effective August 12 [2][4] - Yan Guoqing's resignation will result in the number of independent directors falling below one-third of the board members, necessitating the election of a new independent director [4] - The company will expedite the process of selecting a new independent director in accordance with relevant regulations [4]