Core Insights - Ningbo-Zhoushan Port is a crucial container deep-sea port in China, projected to exceed a cargo throughput of 1.4 billion tons by 2025 [1] Group 1: Cargo Operations - The port is currently handling a significant volume of operations, with 12 container ships working simultaneously in the Meishan port area, and an expected container handling volume of over 40,000 standard boxes in a single day [3] - In the first week of 2026, Ningbo-Zhoushan Port has already completed over 750 ship unloadings, achieving a container throughput of 826,000 standard boxes, representing a year-on-year growth of over 10% [5] Group 2: Technological Advancements - The port's operational efficiency has greatly improved due to a comprehensive smart system that allows for the seamless operation of both automated and manually driven container trucks [6] - The port has developed an autonomous "dual-core smart brain" that enhances the precision of automated container handling and loading processes [8] Group 3: Infrastructure Development - The port has entered a "dual-channel" era with the operational phase of a second 300,000-ton deep-water main channel, which began on December 26, 2025 [8] - The two 300,000-ton channels are expected to save over 230 million yuan in transportation costs annually, reflecting the growing connectivity between China and the world [10]

Core Insights - Ningbo-Zhoushan Port is a crucial container deep-sea port in China and the largest iron ore and crude oil transshipment base domestically, with cargo throughput expected to exceed 1.4 billion tons by 2025 [1] Group 1: Cargo Operations - The port is experiencing steady growth in cargo handling, with a forecasted container throughput of over 43 million standard containers in 2025, maintaining a position among the top three globally [4] - In the first week of 2026, Ningbo-Zhoushan Port has already handled over 750 vessels, achieving a container throughput of 826,000 standard containers, representing a year-on-year increase of over 10% [4] Group 2: Technological Advancements - The port's operational efficiency has significantly improved due to a comprehensive smart system, allowing for seamless operations between automated and manually driven vehicles [5][7] - The port has developed an autonomous "dual-core smart brain" that enhances the precision of automated container handling and unloading [7] Group 3: Infrastructure Development - The second 300,000-ton deep-water main channel at the core port area officially entered a substantial operational phase on December 26, 2025, marking the beginning of the "dual-channel" era for Ningbo-Zhoushan Port [9] - The two 300,000-ton channels are expected to save over 230 million yuan in transportation costs annually, reflecting the increasing connectivity between China and the world [9]

Core Insights - Ningbo-Zhoushan Port achieved a cargo throughput of over 1.4 billion tons in 2025, becoming the world's first port to reach this milestone and is expected to maintain its position as the global leader for 17 consecutive years [2] - The port's container throughput exceeded 43 million TEUs in 2025, securing its position as the third largest globally [2] - The port ranked seventh in the global international shipping center cities according to the 2025 Baltic International Shipping Center Development Index Report [2] Group 1: Infrastructure and Capacity - The navigation capacity of Ningbo-Zhoushan Port saw a significant breakthrough in 2025, with the completion of the 300,000-ton expansion project of the Zhaojimen Channel, enhancing the passage capacity for ultra-large vessels by over 50% [4] - By the end of 2025, the port had 309 container shipping routes connecting over 700 ports in more than 200 countries and regions, with nearly 300 vessels arriving and departing daily, maintaining the second position globally in port connectivity index [4] - The port's sea-rail intermodal transport lines exceeded 110, covering 69 cities across 16 provinces, with over 2 million TEUs handled [4] Group 2: Operational Developments - Multiple berths at the Chuan Mountain Port Area and Meishan Port Area were opened in 2025, with 11 container berths at Chuan Mountain achieving full accessibility, significantly facilitating international vessel docking [6] - The overseas business of Ningbo-Zhoushan Port made progress in 2025, with logistics networks centered around warehouses in Germany and Dubai, and new offices established in Singapore and Japan, accelerating the formation of a global operational network [6] - The "Ningbo-Zhoushan Port - William Port" China-Europe express route entered regular operation in 2025, shortening the journey by over 10 days, and established a dual fast logistics model combining sea-rail intermodal transport and the express route [6]

Group 1 - Maduro denies all charges from the U.S. and claims he is still the President of Venezuela [2] - The U.S. has accused Maduro of drug terrorism conspiracy, cocaine smuggling conspiracy, and possession of firearms [2] - Maduro states he was forcibly taken from his home in Caracas [2] Group 2 - China condemns the U.S. for violating Venezuela's sovereignty and international principles [3] - The U.S. is accused of undermining multilateralism and threatening peace in Latin America and the Caribbean [3] Group 3 - Venezuela's oil exports have nearly dropped to zero due to U.S. sanctions and blockade [4] - The Venezuelan oil company is reducing production and closing some oil fields due to accumulated inventory [4] - Shortages of diluents for blending heavy crude oil are further restricting production activities [4] Group 4 - Trump claims the U.S. must have complete access to Venezuela's resources and asserts U.S. control over the country [5][6] - The U.S. Vice President's residence was attacked, with one suspect arrested [6] Group 5 - High expectations for Chinese stocks with projected annual growth of 15% to 20% in 2026 and 2027 [8] - Corporate earnings in China are expected to grow by 14% and 12% in 2026 and 2027, respectively [8] - Factors driving growth include AI applications, international expansion, and policies to reduce internal competition [8]

Group 1 - Fulin Precision's subsidiary plans to invest 6 billion yuan to build a high-end lithium iron phosphate project with an annual production capacity of 500,000 tons [11] - Feiwo Technology has completed the acquisition of 60% of Xinsai Aerospace, focusing on metal 3D printing services for commercial aerospace [2] - Zhongcai Technology expects a net profit increase of 73.79% to 118.64% in 2025 [30] Group 2 - Hengrui Medicine has received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity [2] - Deyun Co. announced that its actual controller has been arrested for illegal public deposit collection, but the company's operations remain normal [3] - Hengshi Technology's control is set to change as it enters a strategic cooperation agreement with New Base Information Technology Group [4] Group 3 - Zhejiang Mining plans to acquire 100% of Alaigyr Company, which holds core assets in lead-silver mines [5][6] - Guizhou Tire intends to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [7] - Dongfang Zircon plans to invest in a project to produce 10,000 tons of high-purity composite zircon oxide for new energy batteries [8] Group 4 - Xingsheng Group has received a project designation notice from a North American electric vehicle manufacturer, with a total sales amount of approximately 7.8 billion yuan [18] - Jin Di Co. plans to acquire a 3.36% stake in Baoshilai New Materials Technology for 21.6 million yuan [10] - Huayi Technology has signed a strategic cooperation agreement with Fujian Fuyou University to enhance research and development in alloy materials [6] Group 5 - Juxing Technology expects a net profit increase of 5% to 20% in 2025 [23] - Huayou Cobalt anticipates a net profit increase of 40.8% to 55.24% in 2025 [24] - Chifeng Gold expects a net profit increase of approximately 70% to 81% in 2025 [25]

Core Insights - Ningbo-Zhoushan Port is projected to handle over 1.4 billion tons of cargo throughput by 2025, maintaining its position as the world's largest port for 17 consecutive years [2] - The port aims to achieve a container throughput of over 43 million TEUs, ranking second globally after Shanghai and Singapore [2] Group 1: Port Overview - Ningbo-Zhoushan Port is strategically located at the intersection of coastal and Yangtze River shipping routes, serving as a crucial container deep-sea port and the largest iron ore and crude oil transshipment hub in China [2] - The port was formed in 2015 through the merger of Ningbo Port and Zhoushan Port and became the first port globally to exceed 1 billion tons in annual cargo throughput in 2017 [2] Group 2: Container Shipping Development - In 2024, the port is expected to complete a container throughput of 39.3 million TEUs, surpassing 43 million TEUs last year, making it the only port globally with a dual 10 million TEU terminal cluster [2] - The port's capacity is supported by the unique ability to accommodate two 400,000-ton ore carriers at the Shulanghu ore transshipment terminal [2] Group 3: Global Connectivity and Infrastructure - As a hub of the "21st Century Maritime Silk Road," Ningbo-Zhoushan Port is expanding its global shipping network, with 309 container routes connecting over 700 ports in more than 200 countries and regions by the end of 2025 [3] - The port has over 110 sea-rail intermodal routes, covering 69 cities across 16 provinces, and plans to handle over 2 million TEUs through sea-rail intermodal services [3] Group 4: Navigation and Capacity Enhancements - The completion of the 300,000-ton class expansion project for the Tiaozhoumen waterway marks a significant milestone in the port's construction, enhancing the navigation capacity for ultra-large vessels by over 50% [3] - The port has entered a "dual-channel era," allowing for all-weather navigation of the world's largest container ships and improving the efficiency of bulk commodity and container transportation [3]

Core Insights - Ningbo-Zhoushan Port has achieved a remarkable milestone by surpassing 1.4 billion tons in cargo throughput, becoming the first port globally to reach this scale, and is expected to maintain its position as the world's largest port for 17 consecutive years [2] - The port's container throughput has also exceeded 40 million TEUs for the first time, securing its position as the third-largest port globally [2] - The port has made significant advancements in the "International Shipping Center Development Index," ranking seventh globally, marking a notable improvement of four positions in five years [2] Infrastructure Development - The port is following the "World-Class Strong Port Construction Implementation Plan (2023-2027)" and the "Ningbo-Zhoushan Port Overall Plan (2035)" to enhance its infrastructure [3] - Key terminal capabilities have been fully utilized, with the unique dual "10 million TEU" terminals and the world's only terminal capable of accommodating 400,000-ton bulk carriers contributing significantly to throughput growth [3] - The completion of the 300,000-ton expansion project of the Zhaozhoumen Channel has improved the passage capacity for ultra-large vessels by over 50%, enhancing the efficiency of bulk and container transportation [3] Port Opening and Connectivity - The port has significantly improved its opening capabilities, with multiple terminals in the Chuan Mountain and Meishan areas becoming operational, providing extensive docking facilities for international vessels [4] - By the end of 2025, the port's container shipping routes have reached 309, connecting over 700 ports in more than 200 countries and regions, maintaining a high connectivity index globally [5] Regional Collaboration and Global Expansion - The port's sea-rail intermodal network has expanded, with over 110 routes covering 69 cities across 16 provinces, facilitating deep integration with inland economies [6] - The port has established a robust overseas logistics network, with operations in Germany and Dubai, and has opened offices in Singapore and Japan, enhancing its global operational footprint [6] Service Quality Improvement - The port has innovated logistics channels, with the "Ningbo-Zhoushan Port-William Port" fast shipping route reducing transit times to Europe by over 10 days [7] - The port has optimized its business environment, implementing a one-stop service that has saved over 25,000 hours of waiting time for vessels, translating to cost savings of over 867 million yuan for shipping companies [7] - Significant progress has been made in green transformation, with the port achieving substantial breakthroughs in clean energy supply, including the first bonded high-sulfur biofuel oil refueling in East China [7] Future Outlook - The achievement of 1.4 billion tons in cargo throughput not only marks a milestone but also reflects the port's critical role in the global supply chain and its commitment to becoming a world-class strong port [8]

Core Viewpoint - Ningbo Port (601018) is expected to achieve significant growth in container throughput and cargo throughput by December 2025, indicating a positive outlook for the company's operational performance [1] Group 1: Container Throughput - The expected container throughput for December 2025 is 4.65 million TEUs, representing a year-on-year increase of 21.9% [1] - The cumulative container throughput for the year 2025 is projected to reach 52.96 million TEUs, reflecting a year-on-year growth of 11.2% [1] Group 2: Cargo Throughput - The anticipated cargo throughput for December 2025 is 102.3 million tons, which shows a year-on-year increase of 8.2% [1] - The total cargo throughput for the year 2025 is expected to be 1.2161 billion tons, indicating a year-on-year growth of 7.2% [1]

2025年12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465万标准箱，同比增长21.9%；预计完成货 物吞吐量10230万吨，同比增长8.2%。 证券代码：601018 证券简称：宁波港 编号：临 2026-001 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 12 月份及年度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。 2025年度，公司预计累计完成集装箱吞吐量5296万标准箱，同 比增长11.2%；预计累计完成货物吞吐量121610万吨，同比增长7.2%。 本公告所载2025年12月份及年度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 2026 年 1 月 6 日 ...

2025年度，公司预计累计完成集装箱吞吐量5296万标准箱，同比增长11.2%；预计累计完成货物吞吐量 121610万吨，同比增长7.2%。 格隆汇1月5日丨宁波港(601018.SH)公布，2025年12月份，公司预计完成集装箱吞吐量465万标准箱，同 比增长21.9%；预计完成货物吞吐量10230万吨，同比增长8.2%。 ...