证券代码：601018 证券简称：宁波港 编号：临 2025-028 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 7 月份主要生产数据提示性公告 本公告所载2025年7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。 宁波舟山港股份有限公司董事会 2025 年 8 月 7 日 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7月份，宁波舟山港股份有限公司预计完成集装箱吞吐量 431万标准箱，同比增长6.4%；预计完成货物吞吐量9521万吨，同比 增长6.4%。 ...

Core Viewpoint - Ningbo Port (601018.SH) is expected to achieve a container throughput of 4.31 million TEUs in July 2025, reflecting a year-on-year growth of 6.4% [1] Group 1: Container Throughput - The company anticipates completing a container throughput of 4.31 million TEUs in July 2025, which represents a 6.4% increase compared to the same period last year [1] Group 2: Cargo Throughput - The expected cargo throughput for the same month is 95.21 million tons, also showing a year-on-year growth of 6.4% [1]

人民财讯8月6日电，宁波港(601018)8月6日晚间公告，2025年7月份，公司预计完成集装箱吞吐量431万 标准箱，同比增长6.4%；预计完成货物吞吐量9521万吨，同比增长6.4%。 转自：证券时报 ...

Core Insights - Chinese ports dominate the global cargo throughput rankings, with significant advancements in automation and operational efficiency since the "14th Five-Year Plan" [1][2][3] Group 1: Port Performance - Ningbo-Zhoushan Port, the world's largest, achieved a cargo throughput of 1.377 billion tons in 2024, a 4% increase year-on-year, and a container throughput of 39.3 million TEUs, up 11% [2] - Six of the top ten ports globally by container throughput are in China, with Shanghai Port leading at over 50 million TEUs [2][3] - Chinese ports have an average hourly throughput of 38,000 TEUs, with a vessel direct berthing rate of 89% [3] Group 2: Infrastructure Development - During the "14th Five-Year Plan," China added 379 berths for vessels over 10,000 tons, bringing the total to 2,971 [3][13] - The total length of high-grade navigable channels increased by 1,600 kilometers, reaching 17,600 kilometers [3] Group 3: Technological Advancements - Ports are increasingly adopting smart technologies, with 52 automated container and bulk cargo terminals built or under construction, leading the world in scale and efficiency [7][13] - The implementation of a carbon footprint accounting service platform and green energy projects at ports reflects a commitment to sustainability [7][8] Group 4: Policy and Economic Impact - China has established 22 free trade zones by the end of 2024, enhancing the digital transformation of port operations and improving the business environment [10][14] - The container rail-water intermodal transport volume increased by approximately 15% in 2024, indicating a growing trend in multimodal transport [14] Group 5: Future Outlook - The focus for the "15th Five-Year Plan" includes enhancing resource integration, developing multimodal transport networks, and promoting the integration of port and city economies [15][16]

Group 1 - The core transformation at Meishan Port area in Ningbo Zhoushan Port involves remote control automation, allowing crane operators to control cranes from kilometers away using high-definition displays and joysticks [1] - The port area has established the first low-carbon terminal demonstration project in the province, focusing on clean energy at the source, electrification at the terminal, and intelligent regulation [4] - Ningbo Zhoushan Port is advancing towards a future characterized by intelligence and zero carbon emissions [7]

在江苏省连云港港东方港务分公司码头，滚装轮停在泊位上装载出口轿车。 王春 摄（人民视觉） 在山东港口青岛港前湾集装箱码头，桥吊林立，集装箱装卸作业繁忙。 韩加君 摄（人民视觉） 在上海港洋山深水港区自动化码头，多艘大型集装箱货轮正在进行装卸作业。 浙江省宁波舟山港金塘港区。 胡学军 摄（人民视觉） 郝群英 摄（人民视觉） 数据来源：交通运输部等 在全球货物吞吐量排名前十的港口中，人们总能频繁看到中国港口的身影。一座座大型港口昼夜不 息，保障着货物畅通、海运安全。 "大港"更有大智慧。"十四五"以来，中国加快港口智能化建设。目前，中国自动化码头规模世界第 一、港口作业时效领跑全球，为外贸"大动脉"畅通、国民经济平稳运行保驾护航。 大港，"大块头"也有"高效能" 全球最大的2.4万箱级集装箱船和40万吨矿船可常态化靠泊，全球在航的68艘40万吨矿船均曾在此 停靠……在世界货物吞吐量第一大港宁波舟山港，记者走访穿山港区、梅山港区、镇海港区等地，目睹 岸线上一字排开的万吨巨轮、泊位上如林的吊车、堆放如山的各色集装箱，感受到世界级大港的规模之 大、效能之高。 作为天然深水良港，宁波舟山港在数字化浪潮下焕发新的生机。20 ...

Core Insights - As of August 4, a total of 130 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest streak of net buying is Everbright Bank, which has seen net purchases for 11 consecutive trading days [1] - Other notable stocks with significant net buying days include Red Dragonfly, Huitong Group, Hongsheng Huayuan, Haikong Air Conditioning, Zhengtai Electric, Ningbo Port, Qingsong Jianhua, and Daimai Co., each with 9 to 10 days of net buying [1]

Core Viewpoint - The article highlights the achievements of Ningbo-Zhoushan Port Meishan Port Area in green transformation and smart upgrades, showcasing the high-quality development of Chinese ports [3]. Group 1: Green Transformation - Meishan Port Area is recognized as Zhejiang's first green electric terminal, with a low-carbon terminal demonstration project that can reduce carbon emissions by over 30,000 tons annually [3]. - The Meidong Container Terminal has the highest number of clean energy-powered machinery among similar-sized terminals in China, with 641 out of 749 port machinery units using electric or liquefied natural gas energy, aiming for complete clean energy replacement by the end of 2025 [6]. Group 2: Smart Upgrades - The port area boasts the world's largest cluster of remote-controlled automation equipment, including 36 remote-controlled bridge cranes and 116 remote-controlled gantry cranes, supporting a "ten million box" operational capacity [9].

Group 1 - The core viewpoint of the article highlights the ongoing restructuring of brokerage branch layouts as firms aim to reduce costs and enhance efficiency, with over 20 brokerages having announced the closure of more than 60 branches by July 30 this year [2][3] - In July alone, three brokerages, including Founder Securities, announced the closure of their branches, with Founder Securities closing four branches, including its Henan branch [2][3] - The closures are primarily driven by high operational costs associated with physical branches, as well as a significant shift towards online trading platforms, which have become the mainstream mode of operation [3][5] Group 2 - Some brokerages are also actively expanding by opening new branches in regions with high business potential, such as the recent openings by Cheng Tong Securities and Wanlian Securities [5] - The restructuring of branch layouts is closely linked to the transformation towards wealth management, which is becoming increasingly important in the brokerage business model, contributing over 30% to brokerage income by 2024 [5][6] - Future adjustments in branch layouts are expected to focus on efficiency rather than scale, with a shift towards high-value, integrated service models, leveraging financial technology to enhance operations [6]

Core Viewpoint - Ningbo Port's stock price has experienced a decline, while the company continues to maintain its position as a leading global port in terms of cargo throughput and container volume [1][2]. Group 1: Company Performance - As of July 31, 2025, Ningbo Port's stock price was reported at 3.63 yuan, down 0.08 yuan or 2.16% from the previous trading day [1]. - The trading volume for the day was 758,005 lots, with a total transaction value of 277 million yuan [1]. - In 2024, Ningbo Zhoushan Port achieved a cargo throughput of 1.377 billion tons, marking a year-on-year increase of 4%, maintaining its status as the world's largest port for 16 consecutive years [1]. - The container throughput reached 39.3 million TEUs, reflecting an 11% year-on-year growth [1]. Group 2: Industry Developments - Zhejiang Province is leveraging Ningbo Zhoushan Port to develop a "one body, two wings, multiple connections" port layout, aiming to upgrade the port from a large port to a strong port [1]. - In 2025, Zhejiang plans to advance 120 strong port projects, with an expected total investment exceeding 60 billion yuan [1]. Group 3: Financial Aspects - On July 31, 2025, Ningbo Port experienced a net outflow of main funds amounting to 16.18 million yuan, which represents 0.03% of its circulating market value [2].