截至2025年6月4日收盘，青岛港(601298)报收于9.06元，上涨0.22%，换手率0.34%，成交量18.1万手， 成交额1.64亿元。 董秘最新回复 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 交易信息汇总：6月4日主力资金净流入1564.7万元，而游资资金净流出1489.77万元，散户资金净 流出74.93万元。 交易信息汇总 6月4日，青岛港的资金流向显示主力资金净流入1564.7万元；游资资金净流出1489.77万元；散户资金净 流出74.93万元。 投资者： 贵公司2024年报中，第81页披露期末存放山东港口财务公司的存款余额为166.98亿，104页的 期末货币资金余额为126.73亿，155页的存放财务公司存款期末余额为122.97亿，请问第81页的存放山东 港口财务公司的存款余额是披露错误吗？ 董秘： 尊敬的投资者，您好！公司披露的2024年度报告中第81页披露的期末存放山东港口财务公司的 存款余额为166.98亿元，是根据《上海证券交易所股票上市规则》中对关联交易相关的子公司定义（包 括持股 ...

折射外贸新机遇 在山东港口青岛港前湾港区，这艘前往美国东部的集装箱轮已装卸完成，比原计划提前四小时离港启航。 这艘集装箱轮原计划在青岛港是只卸不装，现在面对新的市场形势，公司立即调整了运营策略，船舶将迅速装箱，继续前往美国。随着这条航线从之前每两 周一班重新调回每周一班，货代公司的业务量也出现了暴增。 作为中国北方重要的国际航运枢纽，青岛港的航线通达全球700多个港口，一季度集装箱吞吐量同比增速达到了7.4%。 在当下复杂多变的国际贸易形势下，这座港口如何找准方向为外贸企业"保驾护航"？ 港口"流量"剧增 青岛瑞之航国际物流有限公司航线经理 岳富海：第一是找货，再就是舱位的问题。一切都是速度，海运费上涨的速度也是很快的。 自5月14日中美最新关税落地实施后，青岛港码头收到了不少对美出口客户的货运订单，加上6—9月是美国传统的进货旺季。青岛港前湾港区近万米长的集 装箱岸线上，26个泊位靠满货轮，集装箱被不断吊起，装满货物的卡车一辆接着一辆。 从家居到鞋履，不同行业的外贸企业也在全力抢时间、赶订单。 企业负责人告诉我们，这场变局中，他们也在摆脱对单一市场的依赖，加大开拓欧洲、非洲、东南亚等国外市场的力度。 青岛锦 ...

Group 1 - The core viewpoint of the news highlights the performance and valuation of Qingdao Port, which closed at 8.92 yuan, up 1.71%, with a rolling PE ratio of 10.88 times and a total market value of 57.901 billion yuan [1] - The shipping and port industry has an average PE ratio of 13.62 times and a median of 14.28 times, placing Qingdao Port in 8th position within the industry [1][3] - As of the first quarter of 2025, 31 institutions hold shares in Qingdao Port, including 22 funds, 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, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2] - The company has received numerous honors, including being recognized as one of the five exemplary world-class ports in China by the Ministry of Transport's Water Transport Research Institute [2] - In the first quarter of 2025, the company reported revenue of 4.807 billion yuan, a year-on-year increase of 8.51%, and a net profit of 1.402 billion yuan, up 6.51%, with a gross profit margin of 38.57% [2]

记者 赵波 青岛报道 通讯员 蔺梦迪 毕顺 科技赋能: 10小时35分钟的效率突破 "'凯普圣拉萨罗'轮预计5月21日靠泊,船舶数据显示有破纪录潜力。"5月20日傍晚,一份紧急通知打破了 操作部经理刘汪洋办公室里的平静。他立即拨通电话:"通知各组室负责人,15分钟后召开紧急会议。" 当天20:00,会议室灯火通明。屏幕上滚动着船舶参数:船长331米、吃水9米……"关键在于泊位安排。"操 作部副经理王吉升指着屏幕分析道,"106泊位在桥吊资源分布和堆场接卸能力方面具备更优条件,但需要 对堆场内现存集装箱进行归并转,释放堆存空间。同时,要依据卸船箱的箱型尺寸、在船位置等信息,优化 堆场布局,整理双箱作业场位,增加双箱作业量。"刘汪洋果断决策:"今晚22点前必须完成场地归并转。" 最终,当最后一个集装箱落定,中控屏数据定格——平均单机作业效率 62.62自然箱/小时,标志着自动化 码头第十三次刷新世界纪录。 今年以来,山东港口青岛港自动化码头以科技创新为引擎,9次打破装卸生产纪录,其中2次刷新装卸效率世 界纪录,用"中国速度"引领港口作业效率新标杆。在效率提升的核心战场上,构建"海陆联动"全流程管控 体系:海侧实施 ...

Investment Rating - The report maintains a "Strong Buy" rating for the transportation industry, particularly highlighting opportunities in the shipping and port sectors [4]. Core Insights - The transportation industry is experiencing a mixed performance, with shipping and port sectors under pressure while the express delivery sector continues to grow [1][2]. - The shipping market is expected to recover gradually, with signs of improvement in oil transportation and a stable outlook for port operations despite recent challenges [1][25]. - The express delivery sector is projected to maintain robust growth, although average ticket prices are declining due to increased competition and a shift towards lower-value packages [1][3]. Summary by Sections Shipping and Port Sector - In Q1 2025, the oil transportation market started weakly, with VLCC market performance significantly lower than the same period last year. The overall revenue for 14 listed shipping companies in 2024 was CNY 364.97 billion, a 26.47% increase year-on-year, while net profit rose by 68.72% to CNY 66.79 billion [13][19]. - The port sector showed relative stability in performance, with 18 listed port companies reporting a total revenue of CNY 222.90 billion in 2024, a slight increase of 0.62%, but net profit decreased by 21.78% to CNY 32.22 billion [26][30]. Aviation and Airport Sector - The aviation industry is witnessing a divergence in performance, with traditional full-service airlines facing challenges while low-cost carriers are gaining market share. The overall passenger traffic is recovering, but ticket prices remain weak, impacting profitability [1][2]. - Airport non-aeronautical revenues are under pressure due to new tax agreements affecting profit margins. For instance, the new duty-free agreement at Shanghai Airport has reduced profit elasticity [1][2]. Express Delivery Sector - The express delivery industry in 2024 is expected to see a business volume of 174.5 billion packages, a 21% increase year-on-year, with total revenue reaching CNY 1.4 trillion, up 13% [1][2]. - The average ticket price for express delivery has decreased from CNY 9.1 to CNY 8.0 due to the increasing proportion of low-value packages and heightened competition among leading companies [1][2]. Road and Rail Sector - The railway passenger volume growth reached double digits in 2024, with a total of 4.31 billion passengers, a year-on-year increase of 11.9%. The total freight volume was 5.17 billion tons, up 2.8% [1][2]. - The road transport sector also showed growth, with freight volume reaching 41.88 billion tons, a 3.8% increase, and passenger transport volume at 11.78 billion, up 7% [1][2].

Group 1: Investment and Economic Cooperation - The 2025 Hong Kong-Macao Shandong Week was held in Hong Kong, resulting in the signing of 27 key cooperation projects with a total investment of $2.98 billion, covering various sectors including digital economy, green energy, healthcare, intelligent manufacturing, modern agriculture, and financial services [1] - Shandong's trade with Hong Kong reached 88.5 billion yuan in 2024, marking a year-on-year increase of 35.1%, with 739 new Hong Kong-invested enterprises established in Shandong [1] - The Shandong provincial government aims to leverage its industrial advantages and market potential in collaboration with Hong Kong's capital and innovation capabilities to enhance its global openness [1] Group 2: Talent Development and Education - Shandong Province has developed measures to address the structural employment contradiction of "having jobs but no workers" and "having workers but no jobs," with a focus on high-quality vocational education [2] - The total number of skilled talents in Shandong has reached 4.6 million, with 22 recipients of the China Skill Award and 70 enjoying special government allowances [2] - The new measures include 17 initiatives aimed at cultivating a high-quality workforce and enhancing vocational training [2] Group 3: International Cooperation and Events - The "2025 Shandong International Friendship Cities Cooperation and Exchange Week" is scheduled for May 26-30, 2025, in Shandong, with an expected participation of around 1,200 individuals from various sectors [3] - The event will feature 26 activities aimed at promoting comprehensive exchanges and cooperation between Shandong and its international partner cities [3] Group 4: Talent Attraction Initiatives - Jinan City held its fifth graduation ceremony for university students, emphasizing its commitment to attracting and retaining young talent [4] - The city has implemented innovative measures, including graduation ceremonies and talent policy packages, to attract over 100,000 young talents in recent years [4] - Jinan ranks 11th among the top 100 cities for talent attraction and has been recognized as an excellent city for talent recruitment for three consecutive years [4] Group 5: Port Efficiency and Technological Advancements - Shandong Port's Qingdao Port set a new world record for automated container terminal efficiency, achieving an average operational efficiency of 62.62 natural boxes per hour [5] - The port's advancements in software systems and hardware equipment have solidified its position as a leader in global automated ports [5] - The integration of AI algorithms and intelligent control systems has significantly improved operational efficiency and reduced turnaround rates [5]

Group 1 - The core viewpoint of the news is that the China-South Korea Free Trade Zone concept has experienced a significant decline, with a drop of 3.07%, placing it among the top losers in the concept sector [1][2] - Within the China-South Korea Free Trade Zone concept, stocks such as Lianyungang and *ST Jinguang hit the daily limit down, while Qingdao King, Qingdao Port, and Rizhao Port saw notable declines [1][2] Group 2 - The China-South Korea Free Trade Zone concept faced a net outflow of 454 million yuan from major funds today, with 13 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was Qingdao King, which saw a net outflow of 260 million yuan, followed by Lianyungang and Rizhao Port with net outflows of 115 million yuan and 29 million yuan, respectively [2]

Group 1 - The concept of the China-South Korea Free Trade Zone has seen a decline of 1.24%, ranking among the top declines in concept sectors, with Lianyungang hitting the daily limit down [1] - Within the China-South Korea Free Trade Zone concept, Lianyungang experienced a significant drop of 10.00%, while other notable declines included Rizhao Port at -5.52% and Qingdao King at -5.23% [2][3] - Despite the overall decline in the sector, some stocks like *ST Jinguang and Qingdao Double Star saw increases of 5.43% and 3.11% respectively [1][2] Group 2 - The China-South Korea Free Trade Zone concept faced a net outflow of 738 million yuan, with 13 stocks experiencing outflows, and Lianyungang leading with a net outflow of 410 million yuan [2] - The trading volume for Lianyungang was notably high at 24.57%, indicating significant trading activity despite the price drop [2] - Other companies with substantial net outflows included Qingdao King with 162.54 million yuan and Xinhua Jin with 39.58 million yuan [2]

证券研究报告 | 公司点评报告 2025 年 05 月 12 日 青岛港（601298.SH） 集装箱吞吐量超预期，业绩稳健增长显韧性 周期/交通运输 青岛港发布 2025 年一季报，2025 年一季度实现营业收入 48.1 亿元，同比增长 8.5%，实现归母净利润 14 亿元，同比增长 6.5%，实现扣非归母净利润 13.7 亿元，同比增长 5.8%。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 18173 | 18941 | 19600 | 20243 | 20910 | | 同比增长 | -6% | 4% | 3% | 3% | 3% | | 营业利润(百万元) | 6753 | 7073 | 7454 | 7770 | 8081 | | 同比增长 | 3% | 5% | 5% | 4% | 4% | | 归母净利润(百万元) | 4923 | 5235 | 5513 | 5745 | 5975 | | 同比增长 | 9% | 6% ...

金融界2025年5月9日消息，国家知识产权局信息显示，青岛港国际股份有限公司取得一项名为"一种气 动自动脱钩牵引座"的专利，授权公告号CN222832929U，申请日期为2024年6月。 威海青威集装箱码头有限公司，成立于2005年，位于威海市，是一家以从事水上运输业为主的企业。企 业注册资本14000万人民币。通过天眼查大数据分析，威海青威集装箱码头有限公司参与招投标项目843 次，专利信息8条，此外企业还拥有行政许可14个。 专利摘要显示，本实用新型涉及牵引座技术领域，具体公开了一种气动自动脱钩牵引座，包括壳体，壳 体底端转动设置有底座，壳体侧壁上设置有延伸至壳体内部的拨杆，拨杆端部连接有弹簧，弹簧远离拨 杆一端连接在壳体内壁上，拨杆在靠近弹簧一端铰接有连接杆，拨杆端部还连接有气缸一；气缸一的活 塞杆铰接在拨杆上，气缸一的缸体铰接设置在壳体上；拨杆中部下方配合设置有气缸二；气缸一和气缸 二均连接有控制电路，控制电路用于控制气缸一和气缸二先后动作。与现有技术相比，通过气缸二的设 置，能够顶起拨杆，避免拨杆利用凹槽卡在壳体上，保证拨杆的顺畅动作，减少了安全隐患。 天眼查资料显示，青岛港国际股份有限公司，成立于 ...