Group 1 - Vanke A received a loan of 1.552 billion yuan from its largest shareholder, Shenzhen Metro Group, to repay the principal and interest of publicly issued bonds, with a loan term of 36 months and an annual interest rate of 2.34%, lower than the 1-year LPR [2] - Chengfei Integration announced that its stock has been on a six-day trading limit, confirming that there are no undisclosed significant matters affecting the company [3] - Dongpeng Beverage's shareholder, Kunpeng Investment, reduced its shareholding from 6.44% to 5.43%, a decrease of 1.01 percentage points, through trading activities [4] Group 2 - Baofeng Energy plans to repurchase shares worth between 1 billion and 2 billion yuan, with a maximum repurchase price of 22.80 yuan per share [7] - Huakayi Yibai announced that shareholders plan to reduce their holdings by up to 3% of the company's total shares [6] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for its life insurance subsidiary, totaling 115.359 billion yuan [22]

证券代码：601022 证券简称：宁波远洋 公告编号：2025-018 宁波远洋运输股份有限公司 股票交易异常波动公告 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： 宁波远洋运输股份有限公司（以下简称"公司"）股票于 2025 年 5 月 12 日、5 月 13 日、5 月 14 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。 （一）生产经营情况 公司目前生产经营活动正常，行业政策等没有发生重大调整、生产成本和销 售等情况没有出现大幅波动、内部生产经营秩序正常。 经公司自查并向控股股东核实，截至本公告披露日，不存在应披露而未 披露的重大信息。 公司目前生产经营活动正常，行业政策等没有发生重大调整、生产成本 和销售等情况没有出现大幅波动、内部生产经营秩序正常。敬请广大投资者注意 二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 5 月 12 日、5 月 13 日、5 月 14 ...

Group 1 - The macroeconomic consensus reached between China and the US has positively impacted the container shipping index (European route), leading to a significant price increase in the futures contracts, with a cumulative rise of 32% this week, surpassing the 1700-point mark, reaching a one-month high [2] - The A-share shipping and logistics sectors have seen a continuous rise, with companies like COSCO Shipping Holdings hitting the daily limit, and several others experiencing significant gains, indicating a strong market response [5] - There is a sense of urgency among shipping companies to capitalize on a 90-day window before potential trade policy uncertainties arise, leading to a new wave of shipping demand [5][6] Group 2 - The shipping market is experiencing tight capacity, particularly on the US route, with many shipping companies having previously reduced their capacity due to high tariffs, resulting in a current state of near "full capacity" [8] - Analysts predict that the easing of tariffs may trigger a backlog of exports, with many companies preparing for a surge in shipping demand, especially ahead of significant retail events like Amazon's membership day in July [9] - The European route is facing oversupply pressure due to the reallocation of vessels from the US route, which has led to a decline in freight rates during the off-peak season [10][11] Group 3 - The potential for a rebound in freight rates on the European route is contingent on the recovery of shipping demand on the US route and the overall market dynamics, with current forecasts suggesting that the average capacity for June to August will still be higher than the previous year [11] - The shipping industry is closely monitoring port congestion as a key indicator for future capacity adjustments and pricing strategies, with expectations that the movement of vessels between routes will depend on actual demand and operational efficiencies [11]

在贸易紧张局势缓和后，压制市场的重要因素有所缓解，市场的重心不断抬升，受益于贸易局势缓和相关题材接连走高。 5月14日的A股市场整体保持震荡走势，临近午间收盘，主要股指快速拉升。截至午间收盘，沪指涨0.19%，深成指跌0.26%，创业板指跌0.22%。 盘面上，航运港口、化纤行业等表现相对活跃，小金属、物流、化学原料、能源金属等板块也有所走高，而光伏、贵金属等板块出现回调，医药商业、纺织服装、 公用事业等板块跌超1%。 | 序 | 代码 | 名标 | | *● | 咸新 | 张唱歌手 | 米天 | | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | BK0450 | 航运港口 | | | 10294.09 | 4.05 | 401.04 | | 1 | 833171 | 国 航 元 年 | R | 1 | 12.01 | 26.42 | 2.51 | | 2 | 601866 | 中订海友 | R | 0 | 2.61 | 10.13 | 0.24 | | 3 | 600798 | 宁波海运 | R | $ | 3.70 | 10.12 | 0.34 ...

Core Viewpoint - The shipping and port sector is experiencing a significant surge, driven by favorable policies and market conditions, including the recent cancellation of tariffs between the US and China, and the onset of the peak season for container shipping in Europe [4]. Group 1: Market Performance - On May 14, the shipping and port sector opened high, with Ningbo Shipping (600798) hitting the daily limit and achieving a "two consecutive boards" status [1]. - Other stocks such as Nanjing Port (002040), Ningbo Ocean (601022), and Lianyungang (601008) also reached their daily limits, marking "two days, two boards" [1]. - The sector saw a notable increase in stock prices, with significant gains reported for companies like Guohang Ocean (833171) and Jinjiang Shipping (601083) [1][2]. Group 2: Industry Trends - The shipping and port industry is transitioning from rapid construction to integrated development, focusing on infrastructure upgrades towards green and smart solutions [4]. - The growth rate of cargo and container throughput has stabilized, with expectations of continued alignment with GDP growth, projected at around 5% for the year [4]. - Different port clusters are showing varied performance, with the Yangtze River Delta port cluster contributing significantly to container throughput growth [4]. Group 3: Policy and Economic Factors - Recent policies promoting the "Belt and Road" initiative and high-quality development are enhancing investments in port intelligence and sustainability, improving operational efficiency [4]. - The reduction in tariffs is expected to stimulate demand for Chinese exports to Europe via the US, leading to an anticipated rebound in shipping prices and improved profit expectations for port companies [4]. Group 4: Financial Insights - The shipping and port sector's recent rise is attributed to multiple converging factors, including declining debt ratios and strong cash flows for mature ports, while some ports are still in growth phases requiring significant capital expenditures [5]. - Long-term prospects for the port industry are driven by smart upgrades and policy benefits, with leading port companies expected to capitalize on their international presence and profit improvement potential [5].

5月14日，A股早盘窄幅震荡，截至9:37，沪指跌0.10%，深证成指跌0.12%，创业板指跌0.03%。 盘面上，航运港口概念延续强势，宁波海运、南京港2连板；AI产业链走强，CPO、算力等方向领涨；下跌方面，光伏赛道回调，贵金属、互联网电商、医 药等板块跌幅居前。 航运港口概念延续强势，宁波海运、南京港2连板，宁波远洋、连云港、凤凰航运、国航远洋等跟涨。 点评：消息面上，集运指数欧线期货主力合约早盘涨超10%。中金公司认为，美国供应链库存需求或集中增长，带动货量需求超预期改善，当前运力供给下 运价有上行可能。 | | 航运港口(01801992) | | 4 | | --- | --- | --- | --- | | | 2845.57 +31.39 +1.12% | | | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 宁波海运 SH 600798 | 3.7 | 3685.4万 | +10.12% + | | 南京港 sz 002040 | 8.45 | -798.6万 | +10.03% + | | 宁波远洋 SH 601022 | 10.11 | -1488.7万 | +10.01 ...

商报讯（记者 苗露）昨日早盘，A股三大股指集体高开，但很快走入下跌趋势。午后两市维持窄幅震荡 的走势，个股依旧呈现普跌态势。截至当日下午收盘，上证指数涨0.17%，深证成指跌0.13%，创业板 指跌0.12%。A股市场全日成交13260亿元，较昨日成交额缩量149亿元。 从盘面上看，昨日银行板块集体走高，上海银行（601229）、浦发银行、江苏银行（600919）、成都银 行（601838）股价创历史新高。午后，环氧丙烷板块发力，中化国际（600500）直线涨停，红墙股份 （002809）收获16天10板。尾盘，港口航运板块异动拉升。14时15分开始，南京港（002040）、连云 港、凤凰航运（000520）、宁波远洋（601022）、海通发展（603162）掀起涨停潮。 银行板块集体拉升 昨日早盘，银行板块就走出了不错的高昂涨势，浦发银行、上海银行、江苏银行创历史新高，重庆银行 （601963）、中信银行创年内新高，青农商行（002958）、苏州银行（002966）、成都银行等跟涨。 据同花顺（300033）数据，昨日银行板块整体收涨1.64%，位列当日行业板块排名第三，近一周涨幅达 1.59%，42只成分 ...

宁波远洋(601022)今日涨停，全天换手率34.55%，成交额7.69亿元，振幅7.11%。龙虎榜数据显示，机 构净卖出1192.88万元，沪股通净卖出872.29万元，营业部席位合计净买入1790.45万元。 宁波远洋5月13日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 麦高证券有限责任公司成都丽都路证券营业部 | 1711.06 | | | 买二 | 金元证券股份有限公司海南分公司 | 1589.04 | | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业 部 | 1379.28 | | | 买四 | 沪股通专用 | 1136.70 | | | 买五 | 开源证券股份有限公司西安太华路证券营业部 | 1001.03 | | | 卖一 | 沪股通专用 | | 2009.00 | 上交所公开信息显示，当日该股因日涨幅偏离值达9.89%、日换手率达34.55%上榜，机构专用席位净卖 出1192.88万元，沪股通净卖出872.29万元。 | 卖二 | 华泰证券股份有限公司海门长江路 ...

（原标题：揭秘涨停 | 这一板块掀起涨停潮） （原标题：揭秘涨停丨这一板块掀起涨停潮） 15股封单资金超1亿元。 从连续涨停天数看，非ST股中，成飞集成、利君股份、天箭科技斩获5连板；苏州龙杰、迎丰股份实现 3连板。ST股中，*ST和科今日7连板；*ST创兴和*ST亚振均收获6连板。 以封单金额计算，15股封单资金超1亿元。成飞集成遥遥领先，封单金额高达10.32亿元；苏州龙杰、恒 而达封单资金分列第二、第三，金额分别为6.51亿元、2.11亿元。 成飞集成昨日发布股票交易异常波动公告，表示董事会确认公司没有任何应予以披露而未披露的事项。 请投资者理性投资，注意风险。 值得关注的是，今日多家涉及跨境电商、港口航运概念的上市公司相继涨停，包括外贸与跨境电商概念 的酷特智能、盛泰集团、青岛金王，港口航运板块的连云港、宁波海运、凤凰航运、宁波远洋等。 消息面上，近日中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，对相关板块形成提振。 龙头点睛： 涨停战场： 成飞集成封单资金逾10亿元 据证券时报·数据宝统计，从收盘涨停板封单量看，*ST金科、苏州龙杰、协鑫集成排名前三，依次为 65.75万手、49.85万手、 ...

5月13日，A股三大股指集体高开，深证成指高开近1%，创业板指涨超1%，盘中深证成指、创业板指双双翻绿，上证指数涨幅亦收窄。 银行板块温和走强，若按照复权价计，多只银行股股价创历史新高。另外，A股市场多只航运股盘中大幅走强。 港股市场今天上午整体走低，医药生物板块逆势大涨，成为上午港股市场主要亮点之一。 A股主要指数涨跌不一多只银行股复权价创历史新高 5月13日，A股三大股指早盘巨震，深证成指、创业板指盘中双双翻绿。截至中午收盘，上证指数上涨0.08%，深证成指下跌0.24%，创业板指下跌0.23%。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3371.86 | 10276.61 | 1413.93 | | +2.61 +0.08% -24.54 -0.24% | | -5.20 -0.37% | | 科创50 | 创业板指 | 万得全A | | 1010.03 | 2059.88 | 5128.04 | | -1.20 -0.12% -4.83 -0.23% -8.74 -0.17% | | | | 沪深300 | ...