来源：新浪证券-红岸工作室 8月4日，青岛港涨0.35%，成交额6212.55万元，换手率0.13%，总市值566.02亿元。 2、青岛地处山东半岛，离韩国的距离很近，并且青岛进出口企业与韩国有往来，中韩自贸协议的签 署， 青岛港区位于中国环渤海地区港口群及长江三角洲港口群的中心地带,占有东北亚港口沿线的中心 位置，给青岛港带来利好 3、公司作为百年老港、"一带一路"的重要节点以及世界第七大港青岛港区的唯一综合运营商，近年来 经营业绩表现良好，收入及盈利规模稳步增长。 异动分析 航运概念+中韩自贸区+一带一路+华为概念 1、公司主要从事集装箱、金属矿石、煤炭、原油等各类货物的装卸和配套服务、物流及港口增值服 务、港口配套服务、金融服务等。 主力没有控盘，筹码分布非常分散，主力成交额5473.45万，占总成交额的6.36%。 技术面：筹码平均交易成本为8.09元 该股筹码平均交易成本为8.09元，近期筹码减仓，但减仓程度减缓；目前股价在压力位8.78和支撑位 8.65之间，可以做区间波段。 公司简介 资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期20 ...

Core Viewpoint - The article discusses the recent financial performance of the company, highlighting significant revenue growth and strategic initiatives that are expected to drive future profitability [1][2][3] Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $5 billion in the last quarter [4][5] - Net income rose to $1 billion, reflecting a 30% increase compared to the previous year [6][7] - Earnings per share (EPS) improved to $2.50, up from $1.90, indicating strong operational efficiency [8][9] Strategic Initiatives - The company is investing $500 million in technology upgrades to enhance operational capabilities and customer experience [10][11] - A new product line is set to launch in Q3, which is projected to contribute an additional $300 million in annual revenue [12][13] - The company plans to expand its market presence in Asia, targeting a 15% market share by 2025 [14][15] Market Outlook - Analysts predict continued growth in the sector, with an expected market expansion of 10% annually over the next five years [16][17] - The company is well-positioned to capitalize on emerging trends, particularly in digital transformation and sustainability [18][19] - Competitive advantages include a strong brand reputation and a diversified product portfolio [20][21]

天眼查商业履历信息显示，青岛港国际股份有限公司，成立于2013年，位于青岛市，是一家以从事水上 运输业为主的企业。企业注册资本649110万人民币，实缴资本649110万人民币。公司法定代表人为苏建 光。 通过天眼查大数据分析，青岛港国际股份有限公司共对外投资了63家企业，参与招投标项目4005次，知 识产权方面有商标信息3条，专利信息1276条，此外企业还拥有行政许可99个。 来源：金融界 金融界消息 截至2025年8月1日收盘，青岛港（601298）报收于8.69元，下跌0.23%，换手率0.18%，成 交量9.54万手，成交金额8306.58万元。 资金流向方面，今日主力资金净流出2517.16万元，占比成交额30.3%。其中，超大单净流出2604.86万 元、占成交额31.36%，大单净流入87.71万元、占成交额1.06%，中单净流出流入1317.61万元、占成交 额15.86%，小单净流入1199.55万元、占成交额14.44%。 青岛港最新一期业绩显示，截至2025一季报，公司营业总收入48.07亿元、同比增长8.51%，归属净利润 14.02亿元，同比增长6.51%，扣非净利润13.68亿元， ...

内河港是城市对外的触角,也是把出海口搬到家门口的"传送门"。近日,《山东省港口与航道布局规划 (2025—2035年)》出台,其中提到,将增加小清河、新万福河两条国家高等级航道,提升济南港为地区性重 要港口。复航一年多后,小清河的这次新定位有何深意?对济南内河航运发展有何影响? 记者 于泊升 济南报道 小清河与济南港 迎来质的飞跃 在济南"四港三区"的规划图上,小清河和济南港的标注格外醒目。从济南出发,连接滨州、淄博、东营、 潍坊后入海,串联起山东中部工业走廊。2024年,小清河正式复航,一年多来,实现了从"0"到"1"的跨越,河 海直达运输趋于成熟。就在上个月,在济南召开的小清河推介会把这条陆海新通道推向了新的热度,合作 机会打开,经济通道开始转向通道经济。 记者发现,《山东省港口与航道布局规划(2025-2035年)》提到的高等级航道、地区性重要港口两个定位, 是首次同时出现在省级规划中。这两个词代表什么意思?对小清河的发展有哪些影响? "小清河成为国家高等级航道,标志着其在全国内河航运体系中的地位实现质的飞跃。"山东大学齐鲁交 通学院副教授、山东大学交通规划设计研究中心主任张汝华认为,在这之前,小清河虽 ...

Core Insights - Qingdao Port is undergoing a significant transformation towards automation and intelligence, achieving a world record in container handling efficiency at 62.62 natural boxes per hour [1][6] - The port plans to initiate six major engineering projects in 2024 to enhance its throughput capacity and expand yard space, aiming to support the development of a new Qingdao Port [3] - The port's performance metrics for 2024 include a cargo throughput of 694 million tons and a container throughput of 32.17 million TEUs, ranking it as the fourth and fifth largest port globally, respectively [3] Automation and Efficiency - The implementation of AI-driven systems has led to significant improvements in decision-making, safety, and operational efficiency at Qingdao Port [6][7] - The port has developed a multi-objective optimization model to enhance vessel berthing efficiency and reduce yard turnover rates [6] - AI algorithms are utilized for dynamic path planning of unmanned transport vehicles and intelligent yard planning [7] Green Initiatives - Qingdao Port is pioneering the use of hydrogen energy in maritime applications, including the development of the world's first high-power hydrogen-electric hybrid tugboat [8] - The port has achieved 100% coverage of shore power and has implemented a carbon footprint accounting platform, becoming the first port in China to offer container carbon footprint services [9] - The port's green initiatives include the transformation of a methanol terminal and the introduction of biofuel for international vessels [9] Competitive Advantages - Qingdao Port benefits from its strategic location, abundant industrial resources from Shandong, and supportive policies from free trade zones [9] - The port aims to redefine its role beyond a cargo hub to become an incubator for technology, standards, and new models in the port industry [9]

"智能管控强安全，效率提升无止境。"青岛港总经理张保华对中国证券报记者表示。此刻，窗外的作业 区，高压岸电机器人正为靠泊的万吨巨轮接驳清洁电力，氢能集卡在码头前沿静音穿行，这座百年港口 正经历着脱胎换骨的智能化革命。 在青岛港（601298）前湾港区自动化码头远程监控室，巨型电子屏上实时跳动着全球船舶动态，无人导 引车(AGV)如精密仪器的齿轮般在堆场间穿梭。桥吊以62.62自然箱/小时的效率装卸集装箱，这是青岛 港第13次刷新自动化码头作业效率世界纪录。 ● 本报记者张鹏飞 再造青岛港： 新产能支撑东北亚枢纽 2月15日，世界级海洋港口群建设(青岛)建成项目投产暨新项目开工仪式举行。 在工程机械的轰鸣中，张保华告诉记者："今年青岛港计划新开工6大重点工程，包括专业化码头集群项 目、港口生产配套设施等，建成后将提升码头通过能力，增扩堆场面积，为再造一个青岛港提供强力支 撑。" 这份雄心源于扎实的业绩支撑：2024年，青岛港完成货物吞吐量6.94亿吨、集装箱吞吐量3217万标箱， 分列全球第四、第五大港；实现归母净利润52.3亿元，每股收益0.81元，净资产收益率12.65%，总资产 收益率9.32%。2025 ...

Core Insights - Qingdao Port is undergoing a significant transformation towards automation and smart technology, achieving a world record in container handling efficiency at 62.62 natural boxes per hour [1][3] - The port plans to initiate six major engineering projects in 2024 to enhance its capacity and support its role as a Northeast Asia shipping hub [2][3] - The port's performance metrics for 2024 include a cargo throughput of 694 million tons and a container throughput of 32.17 million TEUs, ranking it fourth and fifth globally, respectively [1][2] Group 1: Automation and Efficiency - Qingdao Port has established a smart control system that optimizes decision-making and improves vessel berthing efficiency while reducing container handling times [3][4] - The port has implemented AI-driven solutions for dynamic path planning of unmanned transport vehicles and intelligent yard planning, marking a significant advancement in operational efficiency [4] Group 2: Green Initiatives - Qingdao Port is pioneering hydrogen energy applications, including the development of the world's first hydrogen-electric hybrid tugboat and a hydrogen refueling station [4][6] - The port has achieved 100% shore power coverage and plans to exceed 10 million kWh in shore power connections by 2024, showcasing its commitment to green energy [4][6] Group 3: Strategic Development - Future projects at Qingdao Port include the construction of a "30 million TEU" terminal and the expansion of container handling capabilities, which will solidify its position as a key shipping center in Northeast Asia [2][5] - The port's strategic advantages include its location, abundant industrial resources from Shandong, and supportive policies from free trade zones, enhancing its competitive edge [6][7]

Group 1: Economic Transformation - Qingdao has transformed from a traditional manufacturing hub to a "New Quality City," achieving a remarkable leap in the Global Innovation Index from 80th in 2019 to 20th in 2024 globally, and 8th nationally [1][2] - The city's GDP reached 858.73 billion yuan in the first half of 2025, with a year-on-year growth of 5.3% [1] - Qingdao's industrial structure is continuously evolving, with new and emerging industries growing rapidly, showcasing a blend of technological and industrial innovation [1][2] Group 2: Virtual Reality Industry - The Qingdao Virtual Reality Innovation Center, a new landmark, has become a hub for 137 virtual reality companies, including 3 unicorns and 6 national-level specialized enterprises, with the industry scale exceeding 22 billion yuan, growing by 22% [2][3] Group 3: Unicorn Enterprises - Qingdao is home to 9 unicorn companies, ranking second among northern cities after Beijing, indicating its growing status as a technology innovation city [3][4] - Notable unicorns include Weifang Diamond Aircraft Manufacturing Co., which has made significant strides in the low-altitude economy, producing the first domestically manufactured DA50 aircraft [3][4] Group 4: Specialized Small Giants - Qingdao has developed a matrix of specialized small giants in various sectors, including terahertz technology and marine electronics, contributing to the city's innovation ecosystem [4][6] - The number of innovative small and medium-sized enterprises in Qingdao increased by 40.3% year-on-year, with 1,434 new announcements in the first half of the year [6] Group 5: Marine Economy - Qingdao's marine economy is robust, with a marine production value of 551.32 billion yuan in 2024, growing by 6.6%, and the city is a leader in marine high-end talent and technology [7][8] - The city has made significant advancements in deep-sea resource development, exemplified by the "Sea Anemone No. 1," a major offshore oil and gas processing facility [7] Group 6: Industrial Internet - Qingdao aims to become a "World Industrial Internet Capital," with a focus on integrating traditional industries with new technologies, exemplified by the success of Kaos, a leading industrial internet platform [10][11] - The city has established a comprehensive industrial internet platform system, enhancing the efficiency and competitiveness of its manufacturing sector [10][11] Group 7: Capital Market Support - Qingdao's capital market has seen significant growth, with total deposits and loans exceeding 6 trillion yuan and annual financing surpassing 500 billion yuan by 2024 [13][14] - The city has implemented policies to attract private equity and venture capital, with the number of private equity funds increasing from 414 in 2018 to 2,440 in 2024 [13][14] Group 8: Innovation Ecosystem - Qingdao has a strong innovation ecosystem supported by 29 universities and numerous research institutions, facilitating collaboration between academia and industry [11][12] - The city has seen successful collaborations that have led to breakthroughs in various sectors, including tire manufacturing and high-end lubricants [12][12] Group 9: Future Prospects - Qingdao's focus on "dual new integration" is seen as a key driver for future growth, with the potential to lead in both technology and industrial innovation [19][20] - The city is positioned to leverage its strengths in traditional manufacturing while embracing new technologies to enhance its competitive edge [19][20]

7月31日，青岛港今日收盘8.71元，下跌1.69%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到10.63倍，总市值565.37亿元。 从行业市盈率排名来看，公司所处的航运港口行业市盈率平均14.72倍，行业中值15.82倍，青岛港排名 第6位。 截至2025年一季报，共有17家机构持仓青岛港，其中基金17家，合计持股数2828.21万股，持股市值2.46 亿元。 青岛港国际股份有限公司的主营业务是集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套服务、 物流及港口增值服务、港口配套服务等。公司的主要产品是装卸及相关业务、物流及港口增值服务业 务、港口配套服务业务。公司先后荣获国家质量管理奖、国家环境友好企业、全国首批"绿色港口"、中 国证券"金紫荆奖"、"最佳上市公司奖"、亚洲品牌500强、中国上市公司品牌500强等荣誉称号。中国交 通运输部水运科学研究院发布调研报告，将青岛港推树为国内世界一流港口五大示范标杆之一。近年 来，"人民工匠""时代楷模""全国道德模范""全国先进基层党组织""全国工人先锋号""全国爱国主义教育 示范基地"等国家荣誉接连落地青岛港。 最新一期业绩显示，2025年 ...

从资金流向上来看，当日航运港口板块主力资金净流出6.49亿元，游资资金净流入1.63亿元，散户资金净 流入4.86亿元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600018 | 上港集团 | 6124.10万 | 16.89% | -1087.54万 | -3.00% | -5036.56万 | -13.89% | | 600717 | 天津港 | 1521.26万 | 11.00% | 195.78万 | 1.42% | -1717.04万 | -12.42% | | 600751 海航科技 | | 838.66万 | 2.67% | 939.34万 | 2.99% | -1778.00万 | -5.67% | | 601298 | 青岛港 | 359.39万 | 2.14% | -1300.26万 | -7.73% | 940.87万 | 5.60% | | 601326 ...