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从山东港口青岛港首月开通4条新航线,看“十五五”开局外贸新脉动
Da Zhong Ri Bao· 2026-02-04 10:43
Core Insights - Shandong Port Qingdao Port has achieved significant breakthroughs in shipping route expansion by launching four new container shipping routes within a month, enhancing supply chain stability and providing more flexible shipping options for customers [1][4][8] Group 1: Shipping Route Expansion - The total number of foreign trade routes from Qingdao Port has expanded to nearly 240, reinforcing its position as the hub with the most routes and highest density in northern ports, connecting with over 700 ports in more than 180 countries and regions [3] - The newly launched routes include the Mediterranean shipping route to Australia and New Zealand, the COSCO Shipping Red Sea route, and two Southeast Asia routes, which are strategically aligned with national development goals and global shipping trends [1][4][5] Group 2: Economic and Strategic Implications - The new shipping routes are expected to support the robust trade momentum, with Shandong Province's foreign trade import and export value reaching 3.53 trillion yuan in 2025, a year-on-year increase of 4.5%, and over 60% of trade involving countries along the Belt and Road Initiative [4][6] - The Red Sea route connects Qingdao Port with key ports in the Middle East and Africa, facilitating the transport of bulk commodities and supporting emerging industries such as new energy vehicles and photovoltaic products [4][6] Group 3: Regional Cooperation and Trade Facilitation - The two Southeast Asia routes enhance regional economic cooperation and deepen trade ties, particularly with ASEAN countries, by optimizing the shipping network and leveraging tariff reductions and trade facilitation policies [5] - The Australia-New Zealand route marks a new phase in China-Australia relations, significantly reducing shipping times and directly serving northern China's export industries [4][6] Group 4: Port Advantages and Operational Efficiency - Qingdao Port's strategic location, operational efficiency, and service quality have attracted international shipping giants, reflecting its comprehensive strength and the vitality of northern China's economic trade [6][7] - The port has established a "no-water port network" with 56 inland ports and 86 sea-rail intermodal trains, ensuring a steady flow of cargo and maintaining its leading position in container throughput for 11 consecutive years [6][7] Group 5: Future Outlook and Development Goals - Qingdao Port aims to continuously optimize its global shipping network and enhance service efficiency, playing a significant role in supporting national strategies and contributing to high-quality development [11]
青岛港涨0.51%,成交额2.81亿元,近3日主力净流入-6173.85万
Xin Lang Cai Jing· 2026-02-04 07:40
Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a cooperation agreement with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sectors [2][3]. Group 1: 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 of containers, metal ores, coal, crude oil, and provides logistics and port value-added services, with the revenue composition being 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. - As of September 30, 2025, Qingdao Port achieved an operating revenue of 14.238 billion yuan, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, with a growth of 6.33% [6]. Group 2: Market Performance - On February 4, Qingdao Port's stock rose by 0.51%, with a trading volume of 281 million yuan and a turnover rate of 0.53%, leading to a total market capitalization of 63.548 billion yuan [1]. - The stock has seen a net outflow of 26.8367 million yuan from major investors today, with a ranking of 34 out of 35 in its industry, indicating a trend of reduced holdings by major funds over the past three days [3][4]. - The average trading cost of the stock is 8.18 yuan, and it is approaching a resistance level of 9.93 yuan, suggesting potential for upward movement if this level is surpassed [5]. Group 3: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of Qingdao Port include notable funds such as the Southern S&P China A-share Large Cap Dividend Low Volatility ETF, which increased its holdings by 2.584 million shares, and the Hong Kong Central Clearing Limited, which also raised its stake by 3.0728 million shares [8].
首月开通4条新航线 山东港口青岛港北方枢纽能级再跃升
Da Zhong Ri Bao· 2026-02-04 04:01
2026年伊始,山东港口青岛港在航线拓展上实现重要突破:一个月内,连续开通地中海航运澳新线、中 远海运红海线及东南亚线、正利航运东南亚线共计4条集装箱新航线,为客户提供更充裕、更灵活的出 运选择,保障产业链供应链稳定畅通。 至此,青岛港外贸航线总数扩容至近240条,北方港口航线数量最多、密度最大的枢纽优势持续巩固, 与全球180多个国家和地区的700多个港口实现互联互通,东北亚国际航运枢纽的辐射力与影响力进一步 提升。 新航线布局蕴含"战略深意" 航线布局,是观察区域经济脉动与国家战略布局的重要窗口。数据显示,2025年山东省外贸进出口总值 3.53万亿元人民币,同比增长4.5%,对共建"一带一路"国家进出口占比超六成,对非洲、中东地区进出 口增速分别为38.6%、18.5%。 扩容延伸激活外贸"澎湃动能" 新航线的密集开通,不仅意味着箱量的增长,更代表着青岛港服务格局的拓展与提升,带来资金、技 术、产业等要素的高效循环。 从激活RCEP区域合作红利看,两条东南亚线进一步深化区域经贸合作,加密了青岛港至泰国林查班等 东盟主要港口的航线网络,深度释放关税减免、贸易便利化政策效能,为电子产品、特色农产品等贸易 往 ...
青岛港绿色港口建设迈出坚实步伐
Zheng Quan Ri Bao Wang· 2026-02-03 13:12
本报讯(记者刘钊)2月3日,记者获悉,2026年1月份,青岛港(601298)国际股份有限公司(以下简称"青 岛港")重要合营公司青岛前湾集装箱码头有限责任公司(QQCT)在绿色港口建设方面持续发力——单月 岸电接电量达42.3万千瓦时。 技术创新为绿色发展提供支撑。岸基船舶智能电源系统的投入使用,简化了操作流程,实现运行数据线 上化管理。与此同时,QQCT与船公司及相关单位密切协作,提前掌握船舶参数,优化靠泊方案,保 障"靠泊即接电、断电即离泊"的优质高效服务。 青岛港将继续完善岸电接电标准化流程,提升船舶使用岸电的便利性,进一步推广清洁能源在港口的深 度应用,为守护碧海蓝天、建设智慧绿色港口贡献力量。 成绩的背后,是科学严谨的管理体系与锐意创新的技术实践。QQCT按照"应接尽接"原则,通过建立专 项工作组、系统梳理船舶信息,实现对适用岸电船舶的精准服务。作业中严格执行"双提前"机制,确保 人员提前到位、岸电供应设备提前检查,大幅提升岸电系统接驳效率。 ...
青岛港(601298) - H股公告
2026-02-03 09:15
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: 2026年1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: 2026年2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 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,099,025,000 | RMB | | 1 | RMB | | 1,099,025,000 | | ...
青岛港(06198) - 股份发行人的证券变动月报表
2026-02-03 08:41
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: 2026年1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: 2026年2月3日 本月底法定/註冊股本總額: RMB 6,491,100,000 備註: 第 1 頁 共 11 頁 v 1.2.0 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 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | ...
青岛港2月2日获融资买入931.26万元,融资余额7755.54万元
Xin Lang Cai Jing· 2026-02-03 01:33
2月2日,青岛港涨0.00%,成交额4.03亿元。两融数据显示,当日青岛港获融资买入额931.26万元,融 资偿还2002.29万元,融资净买入-1071.03万元。截至2月2日,青岛港融资融券余额合计7860.08万元。 融资方面,青岛港当日融资买入931.26万元。当前融资余额7755.54万元,占流通市值的0.15%,融资余 额低于近一年10%分位水平,处于低位。 融券方面,青岛港2月2日融券偿还0.00股,融券卖出7600.00股,按当日收盘价计算,卖出金额7.24万 元;融券余量10.97万股,融券余额104.54万元,超过近一年90%分位水平,处于高位。 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 56.72%,物流及港口增值服务36.96%,港口配套服务-销售油、电及其他3.25%,港口配套服务-租金收 入1.95%,港口配套服务-工程等劳务1.13%。 截 ...
青岛港涨0.00%,成交额4.03亿元,近3日主力净流入-1.01亿
Xin Lang Cai Jing· 2026-02-02 13:04
Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent agreements, which are expected to enhance its operational performance and growth potential in the shipping and logistics sector [2][3]. Group 1: 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 of containers, metal ores, coal, crude oil, and provides logistics and port value-added services, among others [6]. - As of September 30, 2025, Qingdao Port reported a revenue of 14.238 billion yuan, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, with a growth of 6.33% [6]. Group 2: Market Position and Performance - Qingdao Port is recognized as a century-old port and a key node in the "Belt and Road" initiative, ranking as the seventh largest port globally [2]. - The company has shown steady growth in revenue and profitability, with its main business segments being cargo handling and related services (56.72% of revenue) and logistics and port value-added services (36.96% of revenue) [6]. - The stock has a current average trading cost of 8.16 yuan, with a price range between resistance at 9.75 yuan and support at 9.04 yuan, indicating potential for trading within this range [5]. Group 3: Recent Developments - A cooperation agreement has been signed between Huawei and Qingdao Port to accelerate the development of smart port operations in major domestic ports [3]. - The company has seen a net inflow of -30.62 million yuan from major funds today, with a continuous reduction in major fund holdings over the past three days [4]. - The distribution of shares among major holders is quite dispersed, with major transactions accounting for only 7.55% of total trading volume [4].
青岛港涨2.10%,成交额1.08亿元,主力资金净流出293.48万元
Xin Lang Cai Jing· 2026-02-02 02:12
来源:新浪证券-红岸工作室 2月2日,青岛港盘中上涨2.10%,截至10:07,报9.73元/股,成交1.08亿元,换手率0.21%,总市值631.58 亿元。 资金流向方面,主力资金净流出293.48万元,特大单买入299.99万元,占比2.78%,卖出228.84万元,占 比2.12%;大单买入1295.94万元,占比12.01%,卖出1660.57万元,占比15.39%。 青岛港今年以来股价涨16.67%,近5个交易日涨6.92%,近20日涨16.11%,近60日涨14.16%。 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 56.72%,物流及港口增值服务36.96%,港口配套服务-销售油、电及其他3.25%,港口配套服务-租金收 入1.95%,港口配套服务-工程等劳务1.13%。 青岛港所属申万行业为:交通运输-航运港口-港口。所属概念板块包括:港口运输、RCEP ...
聚焦全要素智能调度,青岛港口智能体入选“全国典型案例”
Xin Lang Cai Jing· 2026-02-01 23:11
Core Insights - The article highlights the successful implementation of an all-factor intelligent scheduling system at Qingdao Port, which has led to a significant increase in operational efficiency by over 10% [1][2]. Group 1: Intelligent Scheduling System - Qingdao Port International Co., Ltd. has developed an all-factor intelligent scheduling system that integrates various operational elements such as vessels, cargo, equipment, locations, and personnel [2]. - The system has been applied at multiple terminals in Shandong Port, achieving a 26-fold increase in efficiency by reducing planning time from hours to minutes, with an accuracy rate of over 96% for optimal planning [2]. Group 2: Operational Improvements - The traditional method required planners to manually integrate over 130 vessel factors, which limited efficiency due to the need for frequent adjustments to berthing plans [2]. - The new intelligent scheduling system automates the generation of berthing plans by coordinating factors like shipping schedules, tides, and berth availability, leading to a seamless integration with terminal operation systems [2].