Market Performance - The shipping and port sector increased by 0.67% on September 24, with Nanjing Port leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Nanjing Port (002040) saw a significant rise of 10.01%, closing at 11.98 with a trading volume of 437,200 shares and a turnover of 506 million yuan [1] - Other notable performers included: - China Merchants Heavy Industry (601872) up 2.87% to 8.96 with a turnover of 934 million yuan [1] - HNA Technology (600751) up 1.94% to 4.74 with a turnover of 238 million yuan [1] - COSCO Shipping Energy (600026) up 1.49% to 12.27 with a turnover of 654 million yuan [1] Declining Stocks - Ningbo Port (601018) decreased by 2.36% to 3.73 with a trading volume of 2,439,400 shares and a turnover of 909 million yuan [2] - Other declining stocks included: - Ningbo Ocean Shipping (601022) down 2.24% to 10.91 [2] - COSCO Shipping Specialized (600428) down 1.05% to 6.62 [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 187 million yuan from main funds, while retail investors saw a net inflow of 105 million yuan [2] - Notable capital flows included: - China Merchants Heavy Industry (601872) had a main fund net inflow of 11.3 million yuan [3] - Nanjing Port (002040) saw a main fund net inflow of 31.56 million yuan [3] - COSCO Shipping Energy (600026) had a main fund net inflow of 39.95 million yuan [3]

Core Viewpoint - The Ministry of Transport, National Railway Administration, and China National Railway Group have issued an action plan for the deep integration of container rail-water intermodal transport from 2025 to 2027, emphasizing the promotion of intermodal operation and collaboration among transportation enterprises [1] Group 1: Intermodal Operation Enhancement - The plan aims to strengthen the coordination of port-rail operations at qualified ports like Qingdao, supporting integrated management of railway and port operations [1] - It encourages the use of digital and intelligent methods to achieve rapid customs clearance and efficient loading and unloading, thereby reducing "short-distance" transport [1] - The quality and efficiency of intermodal products will be enhanced, with a focus on quality assessment of intermodal trains [1] Group 2: Development of Intermodal Products - The action plan includes the establishment of fixed train routes and the promotion of passenger train-like operations to create a "train + ship" intermodal network [1] - By 2027, the goal is to have a nationwide network of container rail-water intermodal fast lines covering major intermodal ports [1] - Key coastal regions and the Yangtze River trunk line will cultivate premium long-distance and short-distance intermodal products [1] Group 3: Support for "Road to Rail" and "Bulk to Container" Transport - The plan promotes collaboration between various ports and railways to expand the transportation of goods such as grain, fertilizers, and cement through "road to rail" initiatives [1] - It encourages innovation in unloading operations and facilities at inland stations and qualified factories to increase the scale of "bulk to container" transport [1] - The development of automobile transport via intermodal rail-water services is also highlighted [1] Group 4: Optimization of International Intermodal Connections - Ports like Dalian, Tianjin, and Guangzhou are tasked with enhancing the integration of sea routes with international rail services such as the China-Europe Railway Express [1] - The plan aims to improve customs inspection processes and enhance the timeliness of international container rail-water intermodal transport [1]

Market Overview - The Shanghai Composite Index closed at 3853.44 points, above the six-month moving average, with an increase of 0.83% [1] - The total trading volume of A-shares reached 1,894.457 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 256 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Shengyang Technology (8.72%) - Zhizheng Co. (8.38%) - Yangyuan Beverage (7.66%) [1] Stock Performance Details - The following stocks showed the highest increase and their respective deviation rates: - Shengyang Technology: +10.02%, deviation rate 8.72% - Zhizheng Co.: +10.00%, deviation rate 8.38% - Yangyuan Beverage: +9.98%, deviation rate 7.66% [1] - Other notable stocks with positive performance include: - Zhongke Tongda: +10.37%, deviation rate 7.45% - Hisense Home Appliances: +8.71%, deviation rate 6.80% [1] Additional Stocks with Positive Movement - Other stocks that recently crossed the six-month line with lower deviation rates include: - China Pacific Insurance - Hopson Development - Beibu Gulf Port [1]

（文章来源：证券日报） 证券日报网讯北部湾港9月22日在互动平台回答投资者提问时表示，公司第三季度报告预约披露时间为 2025年10月28日（星期二）。 ...

Core Viewpoint - Zhongke Haixun (300810) signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group at the 22nd China-ASEAN Expo, focusing on marine technology, AI, and digital economy initiatives [1][2]. Group 1: Agreement Details - The agreement emphasizes strategic collaboration around national initiatives such as the Western Land-Sea New Corridor and the Belt and Road Initiative, exploring pathways for marine economy and port intelligence development [2]. - It aims to enhance innovation cooperation by jointly pursuing national and provincial research project support in areas like smart ports and marine big data, creating a closed-loop innovation system [2]. - The agreement includes provisions for talent exchange, facilitating technical personnel participation in key projects and establishing a shared incentive mechanism for innovation achievements [2]. Group 2: Impact and Future Considerations - The cooperation is not expected to have a significant impact on the company's current year operating performance, but future performance implications remain uncertain [2]. - The agreement is a framework agreement, and its implementation and subsequent developments are subject to uncertainty, with specific matters to be signed later if cooperation is achieved [2]. - The company has disclosed that there have been no changes in shareholding or restrictions on shares for related personnel in the past three months, and no notifications of intended share reductions have been received [2].

Core Points - Zhongke Haixun (300810) signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group at the 22nd China-ASEAN Expo [1] - The collaboration will focus on national marine technology, "Artificial Intelligence +" and digital economy construction, particularly in smart port development, marine big data, and marine intelligent equipment [1] - The partnership aims to leverage both parties' strengths to create a series of marine technology products and innovative applications in artificial intelligence [1]

Core Viewpoint - The company Zhongke Haixun (300810) has signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group to collaborate on marine technology and digital economy initiatives [1] Group 1: Strategic Cooperation - The agreement was signed during the 22nd China-ASEAN Expo, indicating a significant partnership between the two entities [1] - The collaboration will focus on smart port construction, marine big data, and marine intelligent equipment, aligning with national strategies [1] - Both parties aim to leverage their strengths to develop a series of marine technology products and innovative applications in artificial intelligence [1]

Core Viewpoint - The company Zhongke Haixun has signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group to collaborate on marine technology and digital economy initiatives [1] Group 1: Strategic Cooperation - The agreement was signed during the 22nd China-ASEAN Expo, indicating a significant partnership between the two entities [1] - The collaboration will focus on smart port construction, marine big data, and marine intelligent equipment, aligning with national strategic needs [1] - Both parties aim to leverage their strengths to develop a series of marine technology products and AI innovation applications [1] Group 2: Business Expansion - The partnership is expected to facilitate the expansion of related business areas, enhancing the capabilities in the marine technology sector [1] - The strategic alliance will contribute to the advancement of the digital economy and artificial intelligence integration within the marine industry [1]

Core Viewpoint - The announcement of a strategic cooperation agreement between Zhongke Haixun and Guangxi Beibu Gulf International Port Group aims to enhance development in smart port construction, marine big data, and marine intelligent equipment [1] Group 1: Strategic Cooperation - Zhongke Haixun has signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group [1] - The partnership will focus on areas such as smart port construction, marine big data, and marine intelligent equipment [1] - This agreement is expected to facilitate the company's development in the aforementioned fields [1]

人民财讯9月21日电，据北部湾港（000582）集团消息，9月18日，随着5-1号岸桥将临港企业2大柜成品 纸顺利装入"华信长荣"轮，首票在北部湾港北海铁山港区报关及查验合格的外贸集装箱货物将发往东南 亚地区，宣告了北海铁山港外贸集装箱作业业务正式开启，成功开辟了一条新的外贸集装箱出海渠道。 ...