Core Viewpoint - Qingdao Port (601298.SH) has decided to terminate its planned acquisition of 100% equity in Rizhao Port Oil Products Co., Ltd. and 50% equity in Rizhao Shihua Crude Oil Terminal Co., Ltd. due to significant potential impacts from Rizhao Shihua being listed on the U.S. Specially Designated Nationals List [1] Group 1 - The acquisition was initially intended to enhance Qingdao Port's operational capabilities in the oil products sector [1] - The decision to terminate the transaction was made after consultations with relevant parties to protect the overall interests of the company and its shareholders [1] - A termination agreement regarding the transaction was signed with Rizhao Port Group on December 12, 2025 [1]

Core Viewpoint - Qingdao Port announced the termination of its planned cash acquisition of 100% equity in an oil company and 50% equity in Rizhao Shihua due to potential impacts from Rizhao Shihua being listed on the U.S. Specially Designated Nationals list [1] Group 1 - The company had previously intended to acquire 100% of the oil company and 50% of Rizhao Shihua [1] - The decision to terminate the transaction was made after discussions with relevant parties [1] - A termination agreement regarding the transaction was signed with Rizhao Port Group on December 12, 2025 [1]

青岛港公告称，公司原计划现金收购油品公司100%股权和日照实华50%股权，并于2025年2月签署相关 协议，3月股东大会审议通过。因日照实华被美国列入特别指定国民清单，可能影响标的公司业务，为 维护公司及股东利益，12月12日公司与日照港集团签署终止协议。终止交易不会产生违约责任，不损害 公司及股东利益，也不影响公司生产经营和财务状况。 ...

Core Insights - The "Guankong Tong 2.0" initiative has been officially launched, representing a significant upgrade from the previous version, "Guankong Tong 1.0," which was the first in the country to implement online processing for general cargo inspection and other innovative features [1][3] Group 1: Service Enhancements - "Guankong Tong 2.0" focuses on seven major services including cross-regional inspection, online vehicle booking, sample management, preliminary screening, quarantine processing, online seal purchasing, and internal notifications, enhancing the integration of on-site operations [3] - The initiative aims to streamline customs processes, allowing for efficient handling of goods, as demonstrated by the rapid clearance of two containers of dried chili from Southeast Asia within two days [3] Group 2: Smart Inspection Focus - The program emphasizes smart inspection for various cargo types, including grains, bulk minerals, cold chain products, hazardous materials, and consolidated shipments, providing tailored services and intelligent supervision [4] - For instance, the "Smart Cold Chain" service allows for accurate temperature monitoring of cold chain containers, significantly reducing inspection waiting times by 24-48 hours compared to previous methods [4] Group 3: Data Transmission and Security - "Guankong Tong 2.0" establishes a secure data transmission channel between customs and ports, ensuring safe data exchange and efficient processing of business transactions [5] - The initiative includes a dual authentication mechanism and an intrusion defense system to protect critical documents, enhancing the overall security and efficiency of the customs process [5] Group 4: Comprehensive Online Management - The program aims for full online management of the customs process, focusing on key areas such as grains, bulk minerals, cold chain products, hazardous materials, and consolidated shipments, thereby addressing challenges in customs clearance for major commodities [5] - By leveraging technology and optimizing processes, "Guankong Tong 2.0" enhances the efficiency of cargo flow and precision in supervision, benefiting enterprises through collaborative innovation [5]

Core Insights - The article highlights significant growth in container throughput and cargo volume at major Chinese ports, indicating a robust performance in the shipping and logistics sector as the year-end approaches [1][8]. Group 1: Coastal Ports Performance - Shanghai Port's container throughput reached 50.56 million TEUs in the first 11 months of 2025, a year-on-year increase of 6.7%, breaking the 50 million TEU mark one month earlier than last year [1][8]. - Ningbo-Zhoushan Port also achieved a historic milestone, surpassing 40 million TEUs for the first time, becoming the third global port to reach this level [1][8]. - Shenzhen Port reported a container throughput of 32.41 million TEUs from January to November 2025, reflecting a growth of 6.57% [8]. Group 2: Inland Ports Growth - Several inland ports, including Suzhou, Wuxi, and Yunnan, demonstrated remarkable growth, with Wuxi Port's container throughput increasing by 107.0% and Yunnan Port by 223.6% year-on-year [2][9]. - The importance of inland shipping is being recognized, with provinces like Guangdong and Shandong incorporating inland waterway construction into their 14th Five-Year Plans [2][15]. Group 3: National Port Statistics - Nationally, cargo throughput at ports reached 1.51 billion tons from January to October 2025, marking a 4.3% year-on-year increase, while container throughput grew by 6.4% to 29.42 million TEUs [7][8]. - The top ten ports in terms of cargo throughput include Ningbo-Zhoushan, Tangshan, and Shanghai, with each exceeding 55 million tons [7][8]. Group 4: Future Developments - The upcoming 15th Five-Year Plan is expected to bring changes to port layouts and enhance the integration of coastal and inland ports, focusing on optimizing resources and improving infrastructure [11][15][16]. - Specific plans include the development of a modernized inland waterway network in provinces like Henan, aiming for a cargo throughput of over 100 million tons during the 15th Five-Year period [15][16].

| | 1201(L) | 1.375,000(L) | HKD 7.3015 | 98,311,317(L) 8.95(L)08/12/2025 | | --- | --- | --- | --- | --- | | S20251211E00271 FMR LLC | | | | | 格隆汇12月12日丨根据联交所最新权益披露资料显示，2025年12月8日，青岛港(06198.HK)遭FMR LLC在场内以每股均价7.3015港元减持137.5万股，涉资约 1003.96万港元。 减持后，FMR LLC最新持股数目为9831.132万股，持股比例由9.07%下降至8.95%。 | 股份代號: | 06198 | | --- | --- | | 上市法國名稱: | 青島港國際股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 12/11/2025 - 12/12/2025 | ...

格隆汇12月12日丨根据联交所最新权益披露资料显示，2025年12月8日，青岛港(06198.HK)遭FMR LLC在场内以每股均价7.3015港元减持137.5万股，涉资约 1003.96万港元。 减持后，FMR LLC最新持股数目为9831.132万股，持股比例由9.07%下降至8.95%。 | 股份代號: | 06198 | | --- | --- | | 上市法國名稱: | 青島港國際股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 12/11/2025 - 12/12/2025 | | | 1201(L) | 1.375,000(L) | HKD 7.3015 | 98,311,317(L) 8.95(L)08/12/2025 | | --- | --- | --- | --- | --- | | S20251211E00271 FMR LLC | | | | | ...

香港联交所最新资料显示，12月8日，FMR LLC减持青岛港（601298）(06198)137.5万股，每股作价 7.3015港元，总金额约为1003.96万港元。减持后最新持股数目约为9831.13万股，最新持股比例为 8.95%。 ...

智通财经APP获悉，香港联交所最新资料显示，12月8日，FMR LLC减持青岛港(06198)137.5万股，每股 作价7.3015港元，总金额约为1003.96万港元。减持后最新持股数目约为9831.13万股，最新持股比例为 8.95%。 ...

本届展会的资源聚合能力创历史新高：2万平方米展区吸引中铁、ECDC等百余家国内外企业抢先入驻，参展企业涵盖物流全产业链九大领域。国际参与度 显著提升，新加坡展团带来东南亚跨境物流解决方案，日韩企业则聚焦港口自动化技术，与青岛港、济南国际陆港等本土枢纽形成互补。组委会通 过"AI+人工"双轮驱动，定向邀约钢铁、化工等重工业货主及"一带一路"沿线20余个国家的采购团，上届同类展会已实现超15亿元意向成交额，本届依托智 慧物流15%的年增长势能，预计成交额将突破20亿元。 当桁架机械手精准完成集装箱拆码垛作业，当氢能源重卡在模拟冰雪路面平稳行驶，一场定义北方物流格局的行业盛会即将在黄海之滨启幕。2026年3月31 日-4月2日，第20届中国（青岛）国际物流与供应链博览会（CILF 2026）将在青岛国际会展中心（崂山馆）盛大举办。本届由深圳市物流与供应链管理协会 联合主办，新加坡UniEx Expo Pte Ltd参与承办，以"链接全球，再启新篇"为主题，携2万平方米展览空间、1000余家全球展商及10万人次专业观众，构建起 覆盖"港口航运-智能装备-跨境服务"的全产业链生态，成为激活环渤海经济圈、链接黄河流域与全 ...