来源：新浪证券-红岸工作室 7月30日，青岛港涨1.03%，成交额1.31亿元，换手率0.27%，总市值575.11亿元。 异动分析 航运概念+中韩自贸区+一带一路+华为概念 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额4079.42万，占总成交额的2.71%。 技术面：筹码平均交易成本为8.06元 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。 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。 4、华为与青岛港签合作协议，在国内主要大港加速拓展智慧港口业务 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入266.16万，占比0.02%，行业排名10/35，该股当前无连续增减仓现象 ...

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2019年1月21日，公司主营业务涉及集装箱、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、金融服务等。主营业务收入构成为：装卸及相关业务 51.90%，物流及港口增值服务39.97%，港口配套服务-销售油、电及其他5.01%，港口配套服务-租金收 入2.09%，港口配套服务-工程等劳务1.03%。 截至3月31日，青岛港股东户数3.12万，较上期增加2.72%；人均流通股0股，较上期增加0.00%。2025年 1月-3月，青岛港实现营业收入48.07亿元，同比增长8.51%；归母净利润14.02亿元，同比增长6.51%。 融资方面，青岛港当日融资买入1069.44万元。当前融资余额8375.57万元，占流通市值的0.18%，融资 余额低于近一年40%分位水平，处于较低位。 融券方面，青岛港7月29日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.00万股，融券余额8.77万元，低于近一年30%分位水平，处于低位。 来 ...

港口是国家经济发展的重要枢纽,肩负推动国际贸易、促进区域经济一体化的使命。山东港口青岛港自 动化码头是全球领先的自动化码头,在智能化、数字化浪潮中保持核心竞争力,关键在于发挥党建引领作 用,构建"融合式"党建工作模式,将党建与生产经营深度融合,推动企业高质量发展。 一、"融合式"党建模式在自动化码头党建工作中的内涵 "融合式"党建工作模式的核心在于打破党建工作与业务工作之间的壁垒,实现二者的深度融合、同频共 振。它强调以党建引领业务发展,将党建工作贯穿于自动化码头建设、运营的各个环节,使党建工作成为 推动业务进步的有力支撑；同时,通过业务工作的实践,丰富党建工作的内涵,检验党建工作的成效,形成相 互促进、共同提升的良好局面。 二、以"融合式"党建工作模式推进自动化码头党建工作提升的成因 摘要:为驱动自动化码头迈向更高质量发展新阶段,山东港口青岛港自动化码头立足战略高度,紧扣党建与 业务深度融合核心,攻克技术瓶颈、强化企业凝聚力与执行力等战略维度,通过系统施策打造党建品牌、 组织实践活动等举措,为自动化码头突破创新、高质量发展提供政治引领和组织保障,彰显党建与生产经 营同频共振合力。 关键词:"融合式"党建模式 ...

Core Viewpoint - The Shandong Provincial Government has unveiled the "Shandong Port and Waterway Layout Plan (2025-2035)", aiming to enhance the overall layout of coastal and inland ports and waterways over the next decade, addressing existing issues such as uneven distribution and insufficient regional collaboration [2][3]. Group 1: Coastal Port Development - By 2035, Shandong plans to establish a "fully capable, secure, efficient, smart, and green" port and waterway system, forming a world-class marine port cluster and a comprehensive inland waterway network [2][4]. - The plan emphasizes the role of Qingdao Port as an international hub, supported by Yantai and Rizhao ports, and aims to create a "5+5" maritime transport corridor to enhance international shipping capabilities [4][5]. - In 2024, the ports under Shandong Port are expected to achieve a cargo throughput exceeding 1.8 billion tons and container volume surpassing 44 million standard containers, maintaining the top position globally [5]. Group 2: Green and Smart Initiatives - The plan introduces innovative concepts of smart, green, and safe development, with the establishment of the first integrated green hydrogen project at the Bohai Bay Port, showcasing advancements in zero-carbon port construction [6][5]. - The green hydrogen project utilizes wind power to produce hydrogen, significantly reducing production costs and promoting sustainable energy use within the port [6]. Group 3: Inland Waterway Network Enhancement - The layout plan outlines a comprehensive inland waterway network centered around Jining Port, supported by regional ports like Zaozhuang, Heze, and Tai'an, with a total waterway length of approximately 3,100 kilometers [8]. - Jining Port has achieved a throughput of 55.75 million tons in the first half of 2025, marking a year-on-year increase of 10.4%, solidifying its position as a key node in the inland waterway network [8][10]. - The development strategy includes the establishment of logistics centers and multi-modal transport hubs to enhance connectivity and efficiency in the logistics chain [9][10].

Core Viewpoint - The release and implementation of the "Shandong Province Port and Waterway Layout Plan (2025-2035)" aims to build a modern, high-quality water transport system to provide strong support for the province's economic and social development [1][2]. Group 1: Port and Waterway Development - The plan proposes to establish a "fully capable, secure, efficient, smart, and green" port and waterway system by 2035, forming a world-class marine port cluster and an improved inland waterway network [1][2]. - The layout emphasizes the role of Qingdao Port as an international hub, supported by Yantai Port and Rizhao Port, with additional ports like Weihai, Binzhou, Dongying, and Weifang [1][2]. Group 2: Inland Waterway Network - The plan outlines a "one main, four auxiliary, multi-point" inland port cluster centered around Jining Port, with supporting ports in Zaozhuang, Heze, Tai'an, and Jinan [2]. - It specifies a total length of approximately 3,100 kilometers for the inland waterway network, structured as "one vertical, two horizontal, three main, and multiple branches" [2]. Group 3: Transportation System and Integration - The plan focuses on building a first-class, professional, and efficient port transportation system to meet the demands of the new era and optimize the port transportation structure [2]. - It aims to enhance the integration of ports and waterways with urban and industrial development, promoting a coordinated approach to water transport innovation, green development, and safety [2][3]. Group 4: Strategic Opportunities and Infrastructure - The plan provides significant strategic opportunities for Jining's inland shipping development, with a focus on establishing logistics centers and multi-modal transport hubs [4]. - Shandong aims to enhance its international logistics corridor, linking domestic and international markets, and expanding sea-rail and land-sea transport services [3][4].

Core Viewpoint - The "Shandong Port and Waterway Layout Plan (2025-2035)" has been officially released, outlining the long-term development strategy for ports and waterways in Shandong Province, aiming to establish a modern water transport system that enhances regional economic development [1][2]. Coastal Development - The plan emphasizes the role of Qingdao as an international hub, with Qingdao Port as the leader, supported by Yantai Port and Rizhao Port, and supplemented by other ports like Weihai, Binzhou, Dongying, and Weifang, forming a "three main and four auxiliary" world-class marine port cluster [2][3]. - It aims to accelerate the construction of domestic and international "5+5" maritime transport corridors, establishing Shandong as a key player in Northeast Asia's international shipping network [2][3]. Inland Waterway Development - The plan includes a comprehensive upgrade of inland waterways and port functions, adding high-grade waterways like Xiaoqing River and Xinwanfu River, and enhancing Jinan Port's status as a regional hub, creating a "one main, four auxiliary, multiple points" inland port cluster [2][5]. - A new inland waterway network layout is proposed, featuring approximately 3,100 kilometers of waterways, including major and regional routes [5]. Infrastructure and Service Enhancements - The plan outlines the need for higher standards in port infrastructure, including the modernization of terminals and the construction of specialized terminals for containers, coal, and liquid chemicals [3][4]. - It aims to develop a global modern shipping service system, expanding port services and establishing a comprehensive shipping financial platform [3][4]. Green and Smart Port Development - The initiative includes the construction of smart ports and the promotion of green development through clean energy utilization and the integration of port and city development [4]. - The plan seeks to leverage national strategies for ecological protection and high-quality development to enhance logistics and hub construction [4]. Future Goals for Jining - Jining aims to become a northern inland shipping center, focusing on a comprehensive transportation corridor and establishing multiple logistics and service centers [5]. - Key projects include the expansion of the Grand Canal and the construction of modern multi-modal transport hubs to integrate various logistics channels [5].

Core Viewpoint - The "Shandong Province Port and Waterway Layout Plan (2025-2035)" aims to establish a world-class marine port cluster and an inland port network, enhancing transportation infrastructure and supporting the construction of a strong transportation demonstration zone in Shandong [1][2]. Group 1: Marine Port Development - The plan outlines the formation of a "three main and four auxiliary" world-class marine port cluster led by Qingdao Port, with Yantai and Rizhao Ports as wings and Weihai Port as a supplement [2]. - By 2035, the marine port cluster is expected to enhance Qingdao's status as an international hub and develop a "5+5" maritime transport corridor, positioning Shandong as a key player in Northeast Asia's international shipping [2][3]. Group 2: Inland Port and Waterway Network - The plan proposes an "one main, four auxiliary, and multiple points" inland port cluster centered around Jining Port, with Jinan Port and other regional ports as support [2]. - A comprehensive inland waterway network of approximately 3,100 kilometers is planned, featuring upgraded waterway scales and port functionalities, including the addition of two high-grade national waterways [2][3]. Group 3: Logistics and Infrastructure - Shandong has established 54 inland ports and opened 106 sea-rail intermodal routes, aiming to expand cross-border transport and create an inland port cluster that radiates nationwide [3]. - Qingdao Port is projected to handle a cargo throughput of 710 million tons and a container throughput of 30.87 million TEUs in 2024, ranking fourth and fifth globally, respectively [3][4].

Core Viewpoint - The Shandong Provincial Government has released the "Shandong Port and Waterway Layout Plan (2025-2035)", emphasizing the integration of national strategies and the development of a modern water transport system to enhance both domestic and international logistics [3][4]. Group 1: Planning Approach - The new layout plan focuses on implementing major national strategies, including ecological protection and high-quality development, leveraging Shandong's strategic location in the "Belt and Road" initiative and Northeast Asia economic cooperation [3]. - The plan aims to create a modern water transport system that connects coastal ports and inland waterways, facilitating the construction of international logistics corridors [3]. Group 2: Planning Principles - The plan emphasizes integrated development, highlighting the coordination between land and sea, and the synergy between coastal and inland waterway planning [4]. - It aims for systematic planning and overall layout, enhancing cooperation with key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [4]. - The plan introduces a "three categories and ten types" cargo transport system, optimizing the layout of maritime transport channels and defining the roles of inland ports in key material transport systems [4]. - It incorporates innovative, smart, green, and safe development elements into the planning, reinforcing its leading role [4]. Group 3: Planning Content - The plan aims for high-quality development, enhancing the status of Qingdao as an international hub port and establishing a world-class marine port cluster [5]. - It includes upgrades to inland waterways and port functions, adding two high-grade national waterways and elevating Jinan Port's status [5]. - The plan outlines six key areas for promoting integrated high-quality development in water transport, including land-sea linkage, smart water transport, and green safety [5].

Core Viewpoint - The Shandong Provincial Government is focusing on the development of the Qingdao Port as a world-class marine port, with significant investments and infrastructure improvements planned for the period from 2025 to 2035 [1][3]. Group 1: Infrastructure Development - Qingdao Port is recognized as an international hub and the fourth largest port in the world, with ongoing efforts to enhance its infrastructure to support its status as a leading marine port [1][3]. - The "Qingdao Port Overall Plan (2035)" was approved, establishing a development framework that includes a deep-water and specialized berth system, as well as the construction of the world's largest automated terminal and various other significant facilities [3][4]. Group 2: Operational Capacity - In 2024, Qingdao Port is projected to handle a cargo throughput of 710 million tons and 30.87 million TEUs, ranking fourth and fifth globally, respectively [3][4]. - The port has expanded its shipping logistics network, opening over 230 container shipping routes, maintaining its position as the leading northern port in China [3][4]. Group 3: Technological and Environmental Initiatives - Qingdao Port aims to become a model for smart and green construction, with electricity consumption exceeding 10 million kWh in 2024, marking a 563% increase year-on-year [4]. - The port is focusing on enhancing its operational efficiency, with automated terminal cranes achieving an average efficiency of 62.62 natural boxes per hour, setting a new world record [4]. Group 4: Future Plans and Goals - The company plans to invest approximately 77 billion yuan in major port projects, including the construction of specialized berths and upgrades to container facilities [4]. - There are goals to expand shipping logistics, with plans to add 10 new shipping routes and achieve a container sea-rail intermodal volume of 2.65 million TEUs [4]. - The port is also committed to advancing smart and green transformation, including the application of artificial intelligence and the expansion of clean energy systems [4].

Core Viewpoint - The Shandong Provincial Government has officially released the "Shandong Port and Waterway Layout Plan (2025-2035)", aiming to enhance the province's water transport infrastructure and support economic development through a modernized and high-quality water transport system [1][3]. Group 1: Overview of the Plan - The plan outlines a comprehensive layout for Shandong's coastal and inland ports and waterways over the next decade, focusing on building a world-class marine port cluster and an integrated inland water transport network [1][3]. - The plan is a response to the uneven development and regional coordination issues in Shandong's water transport sector, necessitating an update from previous plans issued in 2009 and 2012 [3][4]. Group 2: Key Components of the Plan - The plan includes eight sections: planning foundation, overall requirements, world-class marine port cluster, inland water transport network, port transport system, high-quality integrated water transport development, environmental impact assessment, and supporting measures [4][6]. - By 2035, the plan aims to establish a "fully capable, secure, efficient, smart, and green" port and waterway system, featuring a "three main and four auxiliary" world-class marine port cluster and a "one main, four auxiliary, and multiple points" inland port cluster [4][5]. Group 3: Marine and Inland Port Development - The plan emphasizes the role of Qingdao Port as an international hub, supported by Yantai Port and Rizhao Port, with additional ports like Weihai, Binzhou, Dongying, and Weifang enhancing the marine port cluster [5][6]. - For inland water transport, the plan identifies Jining Port as the core, with supporting ports in Zaozhuang, Heze, Tai'an, and Jinan, and outlines a comprehensive inland waterway network of approximately 3,100 kilometers [5][6]. Group 4: Transport System and Integration - The plan focuses on creating a first-class, efficient port transport system tailored to the needs of the province's industries and energy demands, optimizing the transport structure and enhancing service capabilities [6]. - It promotes integrated high-quality development of water transport, emphasizing multi-modal transport systems, coordination between ports and urban areas, and the advancement of smart, green, and safe water transport solutions [6].