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 ...

Market Overview - The shipping and port sector experienced a decline of 2.0% on July 31, with China National Offshore Oil Corporation (CNOOC) leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - CNOOC's stock closed at 10.58, down 6.29% with a trading volume of 303,400 shares and a transaction value of 327 million yuan [1] - Other notable declines included: - Haixia Co., Ltd. at 8.13, down 6.12% - Ningbo Ocean at 9.50, down 4.14% - Xiamen Port at 8.30, down 3.60% [1] Capital Flow Analysis - The shipping and port sector saw a net outflow of 649 million yuan from major funds, while retail investors contributed a net inflow of 486 million yuan [1] - The table of capital flow indicates that major funds had a negative net inflow in several companies, including: - Shanghai Port Group with a net inflow of 61.24 million yuan [2] - Tianjin Port with a net inflow of 15.21 million yuan [2] - Conversely, some companies experienced significant net outflows from major funds, such as: - Qin Port Co. with a net outflow of 103.34 million yuan [2]

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 ...

Group 1 - Qingdao Port experienced a decline of 0.90% on July 29, with a trading volume of 129 million yuan [1] - The financing buy-in amount for Qingdao Port on the same day was 10.69 million yuan, while the financing repayment was 5.70 million yuan, resulting in a net financing buy-in of 4.99 million yuan [1] - As of July 29, the total financing and securities lending balance for Qingdao Port was 83.84 million yuan, with the financing balance at 83.76 million yuan, accounting for 0.18% of the circulating market value, indicating a low level compared to the past year [1] Group 2 - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019, with its main business involving the loading and unloading of various goods, logistics, and port value-added services [2] - The revenue composition of Qingdao Port includes 51.90% from loading and related services, 39.97% from logistics and port value-added services, and smaller contributions from other port-related services [2] - For the period from January to March 2025, Qingdao Port achieved an operating income of 4.81 billion yuan, representing a year-on-year growth of 8.51%, and a net profit attributable to shareholders of 1.40 billion yuan, up 6.51% year-on-year [2] Group 3 - Since its A-share listing, Qingdao Port has distributed a total of 11.52 billion yuan in dividends, with 6.05 billion yuan distributed over the past three years [3] - As of March 31, 2025, the number of shareholders for Qingdao Port was 31,200, an increase of 2.72% from the previous period [3] - Among the top ten circulating shareholders, E Fund Stable Income Bond A held 21.90 million shares, unchanged from the previous period, while Hong Kong Central Clearing Limited reduced its holdings by 17.38 million shares [3]

Core Viewpoint - The article emphasizes the importance of a "fusion-style" party-building model in driving the high-quality development of the Shandong Port Qingdao Automated Terminal, integrating party-building with business operations to enhance competitiveness and innovation [1][9]. Group 1: "Fusion-style" Party-Building Model - The "fusion-style" party-building model aims to break down barriers between party-building work and business operations, ensuring deep integration and mutual reinforcement [1][2]. - This model emphasizes the role of party-building in guiding business development, making it a strong support for operational progress [1][3]. Group 2: Causes for Advancing Party-Building Work - The global port industry faces intense competition, requiring the conversion of party-building advantages into competitive advantages to achieve high-quality development [2]. - Key technologies in automated terminal construction and operation necessitate significant human and material resources, where party members can lead technical breakthroughs [3]. Group 3: Enhancing Internal Cohesion and Execution - Effective operation of automated terminals requires collaboration across departments, and party-building activities can enhance communication and trust among employees [4]. - Party-building work strengthens employees' sense of responsibility and discipline, improving execution and ensuring effective implementation of corporate decisions [4]. Group 4: Measures to Promote Party-Building Work - Political guidance is reinforced through educational initiatives and activities that unify thoughts and ensure alignment with corporate goals [5][6]. - The organization promotes a "dual-strength" team by integrating party-building with business operations, encouraging innovation and achieving production records [7]. - Talent development focuses on enhancing the capabilities of party members and cultivating high-quality port "craftsmen" through performance management and training mechanisms [8]. Group 5: Future Outlook - The "fusion-style" party-building model is deemed essential for achieving high-quality development amidst rapid automation and intelligence advancements [9]. - The Shandong Port Qingdao Automated Terminal aims to continue exploring innovative party-building methods to drive the construction of a world-class automated terminal, contributing to the overall progress of the national port and shipping industry [9].

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].