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8月4日 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7月31日 狀態: 新提交 FF301 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. ...

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7月31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8月4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. ...

Core Viewpoint - Qingdao Port is experiencing steady growth in revenue and profitability, benefiting from its strategic location and partnerships, particularly with Huawei for smart port development [2][3]. Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling and related services of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - The revenue composition includes 51.90% from handling and related services, 39.97% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Financial Performance - For the period from January to March 2025, Qingdao Port achieved a revenue of 4.807 billion yuan, representing a year-on-year growth of 8.51%, and a net profit attributable to shareholders of 1.402 billion yuan, up 6.51% year-on-year [6]. - The company has distributed a total of 11.515 billion yuan in dividends since its A-share listing, with 6.048 billion yuan distributed over the past three years [7]. Market Position and Strategic Advantages - Qingdao Port is strategically located in the center of the Bohai Sea region and the Yangtze River Delta port clusters, enhancing its position as a key player in Northeast Asia [2]. - The signing of the China-South Korea Free Trade Agreement is expected to further benefit Qingdao Port due to its proximity to South Korea and existing trade relations [2]. - As a century-old port and a significant node in the Belt and Road Initiative, Qingdao Port is recognized as the seventh largest port globally and the sole comprehensive operator in the Qingdao Port area [2]. Investment and Trading Activity - On August 4, Qingdao Port's stock rose by 0.35%, with a trading volume of 62.1255 million yuan and a market capitalization of 56.602 billion yuan [1]. - The stock has seen a net outflow of 2.8771 million yuan from major investors, indicating a reduction in holdings over the past three days [3][4].

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]

Group 1 - The core point of the article highlights the financial performance and stock market activity of Qingdao Port International Co., Ltd. as of August 1, 2025, with a closing price of 8.69 yuan, a decrease of 0.23% [1] - The company reported total revenue of 4.807 billion yuan for Q1 2025, representing a year-on-year growth of 8.51%, and a net profit attributable to shareholders of 1.402 billion yuan, up 6.51% year-on-year [1] - The liquidity ratios for the company are strong, with a current ratio of 2.104 and a quick ratio of 2.099, while the debt-to-asset ratio stands at 26.03% [1] Group 2 - Qingdao Port International has made investments in 63 companies and participated in 4,005 bidding projects, indicating active engagement in the market [2] - The company holds 3 trademark registrations and 1,276 patent filings, showcasing its commitment to innovation and intellectual property [2] - Additionally, the company possesses 99 administrative licenses, reflecting its compliance and operational capabilities [2]

Core Insights - The recent release of the "Shandong Province Port and Waterway Layout Plan (2025-2035)" emphasizes the enhancement of the Xiaoqing River and Xinwanfu River as national high-grade waterways, positioning Jinan Port as a regionally significant port [1][2] Group 1: Xiaoqing River and Jinan Port Development - The Xiaoqing River has transitioned from a previously limited role to becoming a national high-grade waterway, marking a qualitative leap in its status within the national inland waterway system [1][3] - The upgrade allows large vessels to navigate directly, reducing transshipment steps and potentially lowering transportation costs by 10%-20% per ton [2] - Jinan Port is evolving from a general port to a regionally significant port, expanding its functions beyond simple cargo handling to a multi-functional, comprehensive port that integrates various transportation modes [2][5] Group 2: Connectivity and Economic Impact - The connection of the Xiaoqing River to the Grand Canal is crucial for integrating into the national water transport network, enhancing the overall inland waterway layout [3][4] - This connectivity will significantly expand the transportation range and market space for goods, facilitating economic exchanges and collaborative development along the route [4][5] - The planned inland waterway network, covering approximately 3,100 kilometers, is expected to attract large logistics companies and shipping firms, enhancing competitiveness and reducing transportation costs [5][6] Group 3: Environmental and Strategic Transformation - The shift towards a multi-modal transport system is part of Shandong's transition from a "road-dominant province" to a "multi-modal transport stronghold," with water transport playing a key role in regional balance and green transformation [6] - The projected cargo volume for the Xiaoqing River is expected to reach 6.5 million tons by 2030 and 16 million tons by 2035, equivalent to creating an additional railway line [5][6]

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]

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][3] - The port plans to initiate six major engineering projects in 2024 to enhance its throughput capacity and expand yard space, aiming to support its development as a Northeast Asia hub [2] - Qingdao Port's performance metrics for 2024 include a cargo throughput of 694 million tons and a container throughput of 32.17 million TEUs, ranking fourth and fifth globally, respectively [2] Automation and Efficiency - The port has implemented a multi-objective optimization model to improve vessel berthing efficiency and reduce yard turnover rates, enhancing operational continuity [3][4] - AI-driven algorithms are utilized for dynamic path planning of unmanned transport vehicles and intelligent yard planning, marking a significant advancement in operational efficiency [4] Green Initiatives - Qingdao Port has pioneered the development of hydrogen-powered vessels and infrastructure, including the first hydrogen refueling station in a domestic port [6][7] - The port has achieved 100% coverage of shore power and plans to exceed 10 million kWh in shore power connections by 2024, contributing to its green energy goals [6][7] Strategic Positioning - Qingdao Port benefits from its geographical location, abundant industrial resources from Shandong, and supportive policies from free trade zones, enhancing its competitive edge in the Northeast Asia port market [7][8] - The port aims to redefine its role beyond a mere cargo hub to become an incubator for technology, standards, and new models, aligning with global trade dynamics [8]

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]