南都讯 9月25日，第19届中国（深圳）国际物流与供应链博览会（简称"中国物博会"）在深圳会展中心 （福田）开幕。本届盛会为期3天，持续至9月27日，以"拥抱大航海时代, 构筑新经济力量"为主题，以 近13万㎡的（馆内外）展会面积，吸引全球60余个国家与地区的2200多家参展商、30万+人次专业观众 参展。本届展会以解决行业真问题、促进真合作为导向，将举办70余场高密度、高规格的论坛与活动探 寻行业发展的"智"与"机"。 从展商矩阵看全球供应链的"势"与"场" 展商阵容的广度与深度直接体现展会的含金量。记者从展会上获悉，本届物博会中国际展商比例超 20%。近年来，欧洲物流力量对中国市场的重视与日俱增，欧洲展团带来了覆盖清关、仓储、多式联 运、法律税务的全链路、一体化欧洲解决方案，精准回应中国企业，尤其是跨境电商卖家在欧洲市场面 临的合规化、本土化深层痛点。 本届物博会彻底打破了"物流=运输"的狭隘认知，十大展区全景式呈现了现代供应链的复杂性与多元 性。在海运、空运、公路铁路运输之外，散杂大件、特种物流、项目物流等传统货代业务依然是展会的 重要组成部分。从各类特种箱，到各大散杂货、重大件运输服务商，他们服务于国 ...

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]

格隆汇9月22日丨招商港口(001872.SZ)公布，截至2025年9月19日，公司通过股份回购专用证券账户， 以集中竞价方式累计回购公司股份19,817,696股，占公司总股本(以公司2025年9月19日总股本 2,501,565,281股为基数)的0.79%，实际回购时间区间为2024年12月4日至2025年9月19日。本次回购股份 最高成交价为20.99元/股，最低为17.95元/股，已支付的总金额为388,952,994.18元（含印花税、佣金等 交易费用），公司本次回购股份总金额已达回购股份方案中回购总金额下限，且未超过回购总金额上 限，公司本次回购符合相关法律法规及公司回购方案的要求，本次回购股份方案已实施完毕。 ...

证券日报网讯 9月22日晚间，招商港口（001872）发布公告称，截至2025年9月19日，公司通过股份回 购专用证券账户，以集中竞价方式累计回购公司股份19，817，696股，占公司总股本（以公司2025年9 月19日总股本2，501，565，281股为基数）的0.79%。本次回购股份方案已实施完毕。 ...

Group 1 - The core point of the article is that China Merchants Port has announced a share buyback plan, repurchasing approximately 19.82 million shares, which accounts for 0.79% of the total share capital as of September 19, 2025 [1] - The share buyback was conducted through a centralized bidding method from December 4, 2024, to September 19, 2025 [1] - As of the report, the market capitalization of China Merchants Port is 50.8 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of China Merchants Port is as follows: port business accounts for 95.38%, bonded logistics business accounts for 3.6%, and property development and investment accounts for 1.01% [1]

证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-063 招商局港口集团股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 招商局港口集团股份有限公司（以下简称"公司"）分别于 2024 年 10 月 18 日、2024 年 10 月 29 日召开第十一届董事会 2024 年度第七次临时会议及 2024 年度第三次临时股东大会，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司以自有资金或自筹资金通过深圳证券交易所以 集中竞价交易方式回购公司股份，回购的股份全部用于注销并减少注册资本， 回购价格不超过 31.50 元/股。回购的资金总额不低于人民币 19,500 万元（含） 且不超过人民币 38,900 万元（含），回购实施期限为自公司股东大会审议通过 本次回购股份方案之日起 12 个月内。具体内容详见公司于 2024 年 10 月 20 日 在巨潮资讯网（www.cninfo.com.cn）披露的《第十一届董事会 2024 年度第七 次临时会议决议公告》（公告 ...

Group 1 - The total container throughput for August 2025 is projected to be 18.312 million TEU, representing a year-on-year increase of 5.6% [1] - Cumulative container throughput for the year to date is 136.886 million TEU, showing a year-on-year growth of 4.8% [1] - Container throughput at domestic terminals in August reached 14.515 million TEU, reflecting a year-on-year increase of 7.7% [1] - Container throughput at overseas terminals in August amounted to 3.352 million TEU, with a year-on-year growth of 0.4% [1] Group 2 - The total bulk cargo volume for August is 110 million tons, indicating a year-on-year increase of 2.1% [1] - Cumulative bulk cargo volume for the year stands at 843 million tons, which is a year-on-year growth of 0.8% [1]

证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-062 招商局港口集团股份有限公司 关于 2025 年 8 月业务量数据的自愿性信息披露公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 | 业务指标 | 2025 年 8 月 | 同比变化 | 本年累计 | 同比变化 | | --- | --- | --- | --- | --- | | 集装箱总计（万 TEU） | 1,831.2 | 5.6% | 13,688.6 | 4.8% | | 内地码头 | 1,451.5 | 7.7% | 10,732.3 | 5.6% | | 其中：珠三角 | 155.7 | -9.4% | 1,201.3 | 4.0% | | 长三角 | 981.2 | 13.7% | 7,125.3 | 7.7% | | 环渤海 | 282.1 | 0.8% | 2,182.3 | 0.6% | | 东南地区 | 20.3 | -1.9% | 144.4 | 5.0% | | 西南地区 | 12.2 | -0.2% | 79.0 | -7.9% | | ...

安通控股公告，持股5%以上股东中外运集装箱运输有限公司（中外运集运）与招商局港口集团股份有 限公司、国新证券股份有限公司（代表"国新股票宝33号集合资产管理计划"）签署了股份转让协议。招 商港口和国新证券分别将其持有的安通控股3900万股和1.78亿股无限售流通股转让给中外运集运。本次 协议转让过户数量为2.17亿股，占公司股份总数的5.14%，股份性质为无限售流通股。过户日期为2025 年9月10日。本次协议转让不触及要约收购，不会导致公司实际控制人发生变化。 ...

Group 1 - The Ministry of Industry and Information Technology has officially released the "2025 5G Factory Directory," which includes 560 projects across 48 industries, with Guangdong province contributing 49 projects [1] - Shenzhen has 10 factories listed in the 5G Factory Directory, including notable companies such as Haiprui, Mindray, and BYD, showcasing a diverse range of applications from pharmaceuticals to logistics and transportation [1] - The development of 5G factories is a key task for the large-scale growth of "5G + Industrial Internet," aimed at enhancing efficiency and driving technological innovation in manufacturing [2] Group 2 - Shenzhen has been at the forefront of 5G development, achieving full coverage of 5G infrastructure by 2020 and being selected as one of the first pilot cities for "5G + Industrial Internet" applications in 2024 [3] - The establishment of 5G factories is expected to enhance operational efficiency and reduce costs in the short term, while building competitive advantages and industry influence in the medium term, and providing a gateway to global digital economy participation in the long term [3] - The concentration of 5G factories in Shenzhen reflects its dual commitment to becoming an industrial city and a leader in the digital economy, serving as a core engine for high-quality economic development [3]