青岛港转口贸易 3. 贸易形式灵活：转口贸易可以是纯*粹转口，即货物在第三国不经过加工再出口；也可以是加工转口， 即货物在第三国经过加工增值后再出口。 转口贸易的发展趋势 未来的转口贸易将在以下几个方面得到发展: 1. 转口贸易产品多样化：近年来，我国转口贸易的产品范围越来越广泛，涉及到机械、电子、纺织、日用 品、等众多领域。 2. 转口贸易服务多元化：针对企业在转口贸易中遇到的瓶颈问题，在服务提供和配套优惠方面会有所调整 和优化。 转口贸易报关公司 转口保税区报关操作 转口贸易又称中转贸易（intermediary trade），指国际贸易中进出口货品的生意，不是在生产国与消费国 之间直接进行，而是通过第三国易手进行的买卖。这种贸易对中转国来说即是转口贸易。贸易的货品能够 由出口国运往第三国，在第三国不通过加工（转换包装、分类、选择、收拾等不作为加工论）再销往消费 国；也能够不通过第三国而直接由生产国运往消费国，但生产国与消费国之间并不发生贸易联系，而是由 中转国分别同生产国和消费国发生贸易。由于中国是世界上遭遇反倾销最多的国家，所以这种贸易形式， 也几乎变成躲避贸易制裁的专用方式之一。I56**2II8* ...

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4月30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5月8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. ...

丨证券研究报告丨 公司研究丨点评报告丨青岛港（601298.SH） [Table_Title] 集装箱板块高增长，静待内需油散修复 报告要点 青岛港（601298.SH） cjzqdt11111 [Table_Title2] 集装箱板块高增长，静待内需油散修复 [Table_Summary] 2025 年第一季度公司实现营业收入 48.1 亿元，同比+8.5%；实现归母净利润 14.0 亿，同比 +6.5%。经营层面，集装箱吞吐量受益于对美抢出口，保持高增长；散杂货，特别是油品吞吐 量受制于地炼开工率低迷而承压。业绩方面，公司毛利增长主要受益于集装箱吞吐量高增长。 投资收益下降或是液体散货板块业务量下滑所致。展望未来，地炼开工率有企稳回升迹象，铁 水产量和高炉开工率上行，油品和干散货吞吐量或修复上行，多元业务凸显公司经营韧性。 分析师及联系人 [Table_Author] 韩轶超 SAC：S0490512020001 SFC：BQK468 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Summary2] 事件描述 2025 年第一季度公司实现营业 ...

Group 1 - Qingdao Port's stock closed at 8.86 yuan, up 2.19%, with a rolling PE ratio of 10.81, marking a new low in 12 days and a total market value of 57.511 billion yuan [1] - The average PE ratio for the shipping and port industry is 13.31, with a median of 14.58, placing Qingdao Port in 8th position within the industry [1] - 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 achieved a revenue of 4.807 billion yuan in the first quarter of 2025, representing 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] - Qingdao Port has received numerous national honors, including being recognized as one of the five exemplary benchmarks of world-class ports by the Ministry of Transport [2]

Group 1 - The core viewpoint of the news is the performance and growth of the State-Owned Enterprise Dividend Index and its related ETF, indicating a positive trend in the market for state-owned enterprises [1][2] - As of May 7, 2025, the State-Owned Enterprise Dividend Index (000824) increased by 0.68%, with notable gains from constituent stocks such as Everbright Bank (up 2.39%) and Qingdao Port (up 2.31%) [1] - The State-Owned Enterprise Dividend ETF (159515) saw a growth of 0.85%, with the latest price reported at 1.07 yuan, reflecting strong investor interest [1] Group 2 - The State-Owned Enterprise Dividend ETF experienced a significant increase in scale, growing by 3.2029 million yuan over the past two weeks, ranking it in the top half among comparable funds [1] - The ETF's share count also rose by 3.3 million shares in the same period, indicating robust demand [1] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio, injecting approximately 1 trillion yuan into the market, which is expected to positively impact the banking sector [2] Group 3 - The top ten weighted stocks in the State-Owned Enterprise Dividend Index as of April 30, 2025, include COSCO Shipping Holdings and Jizhong Energy, collectively accounting for 15.18% of the index [3] - The index is designed to reflect the overall performance of high dividend yield securities from state-owned enterprises, focusing on companies with stable dividends and significant liquidity [2]

特此公告。 青岛港国际股份有限公司董事会 青岛港国际股份有限公司 关于参加 2025 年青岛辖区上市公司投资者 网上集体接待日活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为进一步加强与投资者的互动交流，青岛港国际股份有限公司（以下简称"公 司"）将参加由青岛证监局指导，青岛市上市公司协会与深圳市全景网络有限公 司联合举办的"2025 年青岛辖区上市公司投资者网上集体接待日活动"，现将相 关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）或关注微信公众号（名称：全景财经）或下载全景路演APP， 参与本次互动交流。活动时间为2025年5月12日（周一）15:00-17:00。届时公司 董事长、总经理、董事会秘书将以在线交流形式就公司治理、发展战略、经营状 况、融资计划和可持续发展等投资者关注的问题与投资者进行沟通与交流，欢迎 广大投资者踊跃参与！ 证券代码：601298 证券简称：青岛港 公告编号：临 2025-022 2025年5月7日 ...

Group 1 - Qingdao Port's closing price on April 30 was 8.68 yuan, up 1.05%, with a rolling PE ratio of 10.59 times and a total market value of 56.343 billion yuan [1] - The average PE ratio for the shipping and port industry is 13.00 times, with a median of 14.04 times, placing Qingdao Port at the 10th position in the industry ranking [1] - As of the first quarter of 2025, 31 institutions held shares in Qingdao Port, including 22 funds, 6 others, 1 insurance company, 1 brokerage, and 1 social security fund, 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 such as containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2] - The company has received numerous honors, including the National Quality Management Award and recognition as a "Green Port," and has been identified as one of the five exemplary world-class ports by the Ministry of Transport [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]

证券研究报告 公司研究 点评： 2025 年第一季度，公司货物吞吐量实现 1.77 亿吨，同比增长 2.9%。 综合考虑集装箱吞吐量的影响，我们认为公司干散杂货、液体散货吞吐 量整体表现优于行业，一定程度上受益于腹地需求韧性。 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 青岛港(601298) | 投资评级 | 买入 | | --- | --- | | 上次评级 | 买入 | [Table_Author] 匡培钦 交运行业首席分析师 执业编号 S1500524070004 邮箱 kuangpeiqin@cindasc.com 黄安 交运行业分析师 执业编号 S1500524110001 邮箱 huangan@cindasc.com 相关研究 [Table_OtherReport] 青岛港（601298.SH）2024 年年报点评： 归母净利润+6.33%，延续前期分红政 策 青岛港（601298.SH）2024 年业绩快报 点评：24Q4 归母净利润+15%，出口重 箱增量支撑业绩 青岛港（601298.SH）事件点评：重组 改为现金收购，EPS 增幅或优于原 ...

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 青岛港(601298) | 投资评级 | 买入 | | --- | --- | | 上次评级 | 买入 | [Table_Author] 匡培钦 交运行业首席分析师 执业编号 S1500524070004 邮箱 kuangpeiqin@cindasc.com 黄安 交运行业分析师 执业编号 S1500524110001 邮箱 huangan@cindasc.com 相关研究 [Table_OtherReport] 青岛港（601298.SH）2024 年年报点评： 归母净利润+6.33%，延续前期分红政 策 青岛港（601298.SH）2024 年业绩快报 点评：24Q4 归母净利润+15%，出口重 箱增量支撑业绩 青岛港（601298.SH）事件点评：重组 改为现金收购，EPS 增幅或优于原方案 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 [Table_Title] 青岛港（601298.SH）2025 年一季报点评：归 ...

Core Viewpoint - The draft regulation for promoting the marine economy in Qingdao emphasizes the need for the development of high-end, intelligent, unmanned, and green marine vessels and engineering equipment, aiming to enhance the overall capabilities in design, manufacturing, and system integration [1] Group 1: Industry Development - The government is encouraged to promote the high-end, intelligent, unmanned, and green development of marine vessels and engineering equipment [1] - There is a focus on improving the design, manufacturing, system integration, and general contracting capabilities of marine vessels and engineering equipment [1] - The regulation aims to enhance the construction capabilities for deep-sea oil and gas development equipment [1] Group 2: Port and Infrastructure - Support for integrated port development is highlighted, with an emphasis on optimizing port infrastructure [1] - The regulation aims to expand the maritime route network and improve the comprehensive transportation system [1] - The transformation of Qingdao Port into a hub port, trade port, and financial port is promoted, along with the construction of an international shipping center [1]