Core Insights - The "2025 Global Shipping Center Development Index Report" indicates that Qingdao has improved its ranking from 15th in 2024 to 13th in 2025 among the top 20 global shipping center cities, reflecting progress in its international shipping center construction [1][3][5] Group 1: Global Shipping Industry Overview - The shipping industry accounts for 80% of global goods transportation, serving as a vital artery for global trade and regional economic prosperity [3] - The report evaluates 43 global shipping center cities based on port conditions, shipping services, and overall environment, providing a comprehensive assessment for policymakers and industry stakeholders [3] Group 2: Qingdao's Shipping Center Development - Qingdao's port has a vast economic hinterland, robust infrastructure, and advanced container terminal automation technology, positioning it as a key hub in China's transportation system [3][5] - The port's cargo throughput reached 710 million tons, and container throughput reached 30.87 million TEUs, ranking 4th and 5th globally, respectively [3] Group 3: China's Shipping Centers Performance - During the 14th Five-Year Plan period, major Chinese shipping centers have shown steady improvement in rankings, with Shanghai and Hong Kong maintaining 3rd and 4th positions globally [5] - Qingdao's shipping service score ranks 16th, indicating a significant gap between its soft and hard power in shipping services [5] Group 4: Future Development Plans for Qingdao - Qingdao's "International Shipping Center Construction Three-Year Action Plan (2024-2026)" outlines 13 key tasks aimed at enhancing its shipping center capabilities [7][8] - By 2026, Qingdao aims to achieve a cargo throughput of over 770 million tons and container throughput exceeding 36 million TEUs, with a target of establishing a world-class international shipping center by 2035 [8]

Core Insights - The report released on July 11 highlights the comprehensive strength of global shipping center cities, with Singapore, London, and Shanghai leading the rankings for 2025 [2] - Qingdao has made significant progress, rising from 15th in 2024 to 13th in 2025, surpassing major Northeast Asian ports like Tokyo and Busan [2][3] - The report indicates that Qingdao's port has impressive "hard power" metrics, ranking fourth in cargo throughput at 710 million tons and fifth in container throughput at 30.87 million TEUs in 2024 [2] Group 1: Qingdao's Achievements - Qingdao's port conditions are ranked second globally due to high container operation efficiency and significant throughput capacity [2] - A major infrastructure project worth approximately 77 billion yuan is underway to enhance port capabilities, focusing on specialized terminals and transportation systems [2] Group 2: National Context - Qingdao's rise is part of a broader trend, with other Chinese ports like Shanghai, Hong Kong, Ningbo-Zhoushan, Guangzhou, and Tianjin also improving their global rankings [3] - Chinese ports now occupy seven positions in the top 20, indicating a shift in the global shipping landscape [3] Group 3: Challenges and Future Plans - Despite its achievements, Qingdao ranks only 16th in shipping service capabilities, highlighting a gap between hard and soft power metrics [5] - The "International Shipping Center Construction Three-Year Action Plan (2024-2026)" outlines 13 key tasks, emphasizing the need to strengthen shipping financial services and enhance maritime legal capabilities [7] - Qingdao aims to achieve a cargo throughput of over 770 million tons and container throughput exceeding 36 million TEUs by 2026, while also focusing on expanding logistics value [7]

Group 1 - Qingdao Port's closing price on July 4 was 8.88 yuan, with a 1.37% increase, resulting in a rolling PE ratio of 10.83 times and a total market value of 57.641 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.27 times, with a median of 14.88 times, placing Qingdao Port in 8th position within the industry [1] - As of the first quarter of 2025, 31 institutions held shares in Qingdao Port, including 22 funds, 6 others, 1 insurance company, 1 brokerage, and 1 social security fund, with a total holding of 492,844.41 million shares valued at 48.397 billion yuan [1] Group 2 - Qingdao Port International Co., Ltd. specializes in the loading and unloading of various goods such as containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2] - The company has received numerous awards, including the National Quality Management Award and recognition as a "Green Port," and has been identified as one of the five exemplary benchmarks for world-class ports in China [2] - In the first quarter of 2025, the company reported an operating income of 4.807 billion yuan, a year-on-year increase of 8.51%, and a net profit of 1.402 billion yuan, a year-on-year increase of 6.51%, with a gross profit margin of 38.57% [2] Group 3 - The PE (TTM) ratio for Qingdao Port is 10.83, while the static PE is 11.01, and the price-to-book ratio is 1.31, with a total market value of 57.641 billion yuan [3] - The industry average PE (TTM) is 14.27, and the industry median is 14.88, indicating that Qingdao Port's valuation is below the industry average [3] - Other companies in the industry have varying PE ratios, with China Merchants Energy at 9.04 and Shanghai International Port at 9.01, showing a competitive landscape [3]

Group 1 - The Shanghai Composite Index is at 3463.25 points, above the annual line, with a change of 0.06% [1] - A total trading volume of A-shares today is 6235.95 billion yuan [1] - 20 A-shares have broken through the annual line, with notable stocks including Aima Technology, *ST Sunshine, and Qingdao Port, showing divergence rates of 1.97%, 0.84%, and 0.65% respectively [1] Group 2 - The stocks with the highest divergence rates from the annual line include: - Aima Technology (603529) with a price increase of 3.31% and a divergence rate of 1.97% [1] - *ST Sunshine (000608) with a price increase of 1.03% and a divergence rate of 0.84% [1] - Qingdao Port (601298) with a price increase of 0.80% and a divergence rate of 0.65% [1] - Other stocks that have just crossed the annual line include: - Jinghu High-speed Railway (601816) with a price increase of 0.35% and a divergence rate of 0.01% [2] - Tiankang Biological (002100) with a price increase of 0.32% and a divergence rate of 0.10% [2]

Core Viewpoint - The Qingdao International Cruise Port Shipping Center project has successfully topped out, with a total investment of approximately 1.625 billion yuan and a planned completion date of June 2027, aiming to enhance the regional headquarters economy and promote international shipping trade [2][3]. Group 1: Project Overview - The project covers an area of about 89,000 square meters and has a height of 180 meters, designed to create a modern urban image through its unique architectural form [2]. - The shipping center will serve as a regional headquarters economic center, leveraging the demonstration effect of the Qingdao Cruise Port area [2]. Group 2: Construction Challenges and Techniques - The project team overcame multiple challenges, including limited site space and rainy season construction, by using cantilever scaffolding and optimizing construction organization with BIM technology [3]. - High assembly rates were achieved through the use of structural reinforcement molds and prefabricated slabs, which helped reduce the overall weight of the structure [3]. Group 3: Achievements and Recognition - The project has achieved multiple technical milestones, including 11 patents and 4 construction methods, and has been recognized as a national AAA-level safety and civilized standard construction site [4]. - It has also won several awards, including first prizes for excellent QC group results and a second prize in the Shandong Province construction industry new technology application innovation competition [4].

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 青島港國際股份有限公司 呈交日期: 2025年7月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06198 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,099,025,000 | RMB | | | 1 RMB | | 1,099,025,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,099,025,000 | RMB | | | 1 RMB | | 1,099,025,000 | | 2. ...

Meeting Details - The annual general meeting of Qingdao Port International Co., Ltd. was held on June 27, 2025, at Hyatt Hotel, Qingdao, Shandong Province [1] - A total of 437 A-share shareholders and 5 overseas H-share shareholders attended the meeting, representing 84.9305% of the total shares [1] Voting Results - The non-cumulative voting proposal was approved with 99.9291% of A-share votes in favor and 78.8532% of H-share votes in favor [1] - The total number of ordinary shares voted was 5,362,768,778, with 97.2761% approval [1] Shareholder Participation - A-share shareholders held a total of 4,818,982,676 shares, accounting for 74.2398% of the total shares, while H-share shareholders held 693,949,792 shares, accounting for 10.6907% [1] - The voting results showed a high level of agreement among shareholders, with A-shares and H-shares consistently showing over 99% approval for various proposals [2][3] Legal Compliance - The meeting was convened in accordance with the Company Law and the company's articles of association, with legal representatives confirming the validity of the proceedings [4]

青岛港国际股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 6 月 27 日 (二)股东大会召开的地点：山东省青岛市东海东路 88 号青岛山港凯悦酒店 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 442 | | --- | --- | | 其中：A 股股东人数 | 437 | | 股） 境外上市外资股股东人数（H | 5 | | 2、出席会议的股东所持有表决权的股份总数（股） | 5,512,932,468 | | 其中：A 股股东持有股份总数 | 4,818,982,676 | | 境外上市外资股股东持有股份总数（H 股） | 693,949,792 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 84.9305 | | 其中：A 股股东持股占股份总数的比例（ ...

青岛港 · 2024 年年度股东大会 嘉源 · 法律意见书 = 源 IA YUAN LAW OFFICES 北京 BEIJING · 上海 SHANGHAI · 深圳 SHENZHE 致:青岛港国际股份有限公司 北京市嘉源律师事务所 关于青岛港国际股份有限公司 2024 年年度股东大会的 法律意见书 嘉源(2025)-04-475 北京市嘉源律师事务所（以下简称"本所"）接受青岛港国际股份有限公司 (以下简称"公司")的委托,根据《中华人民共和国公司法》(以下简称"《公 司法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等现行 有效的法律、行政法规、部门规章、规范性文件(以下简称"法律法规")以及 《青岛港国际股份有限公司章程》（以下简称"《公司章程》"）的有关规定, 指派本所律师对公司 2024 年年度股东大会(以下简称"本次股东大会")进行 见证,并依法出具本法律意见书。 为出具本法律意见书,本所指派律师现场见证了本次股东大会,查阅了公司 提供的与本次股东大会有关的文件和资料,并进行了必要的审查和验证。在前述 审查和验证的过程中,本所律师得到公司的如下承诺和保证:就本所认为出具本 法律意见书 ...

Group 1 - The main contract for 20 rubber futures experienced a rapid increase, reaching a peak of 12,275.00 yuan, with a current price of 12,235.00 yuan, reflecting a rise of 2.13% [1] - Guosen Futures predicts that rubber prices will maintain a fluctuating trend in the short term due to reduced rainfall in Thailand, which still affects tapping operations, and a strong market expectation for supply [2] - Demand from downstream product enterprises is currently in the off-season, with new orders falling short compared to the same period last year, leading to slow inventory depletion of finished tires [2] Group 2 - Ruida Futures forecasts that the NR2508 contract will fluctuate between 11,800 and 12,300 yuan, influenced by increased rainfall in Hainan, which disrupts tapping operations and tightens raw material supply [3] - The total inventory at Qingdao Port has increased more than expected, with general trade inventories showing significant accumulation, while downstream enterprises maintain low procurement levels [3] - Domestic tire enterprises' capacity utilization rates are mixed, with some semi-steel tire companies facing production halts, while full-steel tire operations remain stable, leading to a slight overall increase in capacity utilization [3]