Core Viewpoint - The shipping and port sector experienced a slight increase of 0.45% on January 29, with Haitong Development leading the gains, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.16% and the Shenzhen Component Index falling by 0.3% [1] Group 1: Market Performance - The shipping and port sector stocks showed varied performance, with Haitong Development closing at 14.36, up by 10.04%, and a trading volume of 407,600 shares, resulting in a transaction value of 566 million yuan [1] - Other notable performers included Guohang Ocean at 10.44, up by 3.16%, and Nanjing Port at 11.18, up by 2.85% [1] - The overall trading volume for the shipping and port sector was significant, with major stocks like COSCO Shipping Energy and Ningbo Port also showing positive gains [1] Group 2: Capital Flow - The shipping and port sector saw a net outflow of 449 million yuan from institutional investors, while retail investors contributed a net inflow of 258 million yuan [2] - The data indicates that speculative funds had a net inflow of 191 million yuan, suggesting a mixed sentiment among different investor types [2] - Specific stocks like Haitong Development and COSCO Shipping Energy experienced varying levels of net inflow and outflow from different investor categories, highlighting the sector's volatility [3]

Core Insights - The shipping and port sector experienced a rise of 0.59% on January 28, with Haitong Development leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Haitong Development (603162) closed at 13.05, up 4.82% with a trading volume of 252,400 shares and a transaction value of 328 million yuan [1] - Qingdao Port (601298) closed at 9.47, up 2.82% with a trading volume of 403,500 shares and a transaction value of 381 million yuan [1] - Qin Port Co. (601326) closed at 3.63, up 2.54% with a trading volume of 472,100 shares and a transaction value of 170 million yuan [1] - Liaoning Port Co. (601880) closed at 1.69, up 2.42% with a trading volume of 1,938,200 shares and a transaction value of 326 million yuan [1] - Ningbo Shipping (600798) closed at 3.84, up 2.13% with a trading volume of 635,100 shares and a transaction value of 243 million yuan [1] Capital Flow - The shipping and port sector saw a net outflow of 476 million yuan from institutional investors, while retail investors contributed a net inflow of 88.99 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2][3] Individual Stock Capital Flow - Zhonggu Logistics (603565) experienced a net outflow of 41.62 million yuan from institutional investors, while retail investors had a net outflow of 11.08 million yuan [3] - Liaoning Port Co. (601880) saw a net inflow of 34.01 million yuan from institutional investors, indicating strong interest [3] - Haitong Development (603162) had a net inflow of 22.27 million yuan from institutional investors, but a net outflow of 24.31 million yuan from retail investors [3]

年第四次临时股东会决议公告》（公告编号：2025-058）。 根据上述决议及购买的理财产品到期情况，公司就近期新购买的银行 理财产品及已到期赎回理财产品相关事宜公告如下： 一、已到期赎回理财产品情况 证券代码：002040 证券简称：南京港 公告编号：2026－001 南京港股份有限公司 关于部分理财产品到期赎回及继续使用暂时闲置自有资金购买 保本型理财产品的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 南京港股份有限公司（以下简称"公司"或"本公司"）于2025年9 月24日召开的第八届董事会2025年第五次会议及2025年10月13日召开的 2025年第四次临时股东会，审议通过了《关于用暂时闲置自有资金购买保 本型理财产品的议案》，同意公司在确保不影响正常生产经营、有效 控制风险的前提下，使用不超过人民币50,000万元闲置自有资金购买保 本型理财产品，其中包括控股子公司南京港龙潭集装箱有限公司（以 下简称"龙集公司"）不超过10,000万元、全资子公司南京港江北 集装箱码头有限公司（以下简称"江北集公司"）不超过5,000万元， 单个理财产品 ...

Core Viewpoint - The news highlights the operational efficiency and growth of Nanjing Port, emphasizing its role as a vital hub in the Yangtze River Economic Belt and its contribution to foreign trade and logistics in the region [1] Group 1: Port Operations and Growth - On January 18, a cargo ship named "Crown" departed from Nanjing Port carrying over 47,000 tons of fertilizer to Singapore, showcasing the port's active role in international trade [1] - In 2025, the Nanjing Port border inspection station processed over 2,500 international vessels, marking a 1.6% year-on-year increase, reflecting the port's sustained economic vitality [1] Group 2: New Shipping Routes - Nanjing Port has added several new long-distance shipping routes to North Africa, the Arctic, Jakarta, and Singapore in 2025, enhancing efficient export channels for local enterprises [1] - The new routes expand coverage to Southeast Asia, Europe, South America, and North Africa, indicating a strategic enhancement of the port's global connectivity [1] Group 3: Policies and Economic Impact - A series of policies aimed at reducing burdens and increasing efficiency have been implemented at the Nanjing Port border inspection station, lowering comprehensive operational costs and improving cross-border trade facilitation [1] - These efforts contribute to the goal of establishing Nanjing Port as a first-class regional shipping and logistics center, supporting the outward-oriented economic development of Nanjing and the Yangtze River Delta region [1]

Core Viewpoint - The shipping and port sector experienced a slight decline of 0.07% on January 15, with Xiamen Port leading the drop. The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index rose by 0.41% to 14306.73 [1]. Group 1: Market Performance - The shipping and port sector saw a mixed performance among individual stocks, with notable gainers including: - Xingtong Co., Ltd. (603209) at 15.57, up 2.17% with a trading volume of 81,800 shares and a turnover of 127 million yuan [1]. - COSCO Shipping Energy (600026) at 14.29, up 2.07% with a trading volume of 639,900 shares and a turnover of 92.36 million yuan [1]. - Nanjing Port (002040) at 10.38, up 1.76% with a trading volume of 242,800 shares and a turnover of 253 million yuan [1]. - Conversely, Xiamen Port (000905) led the decline at 12.91, down 4.01% with a trading volume of 383,400 shares and a turnover of 500 million yuan [2]. Group 2: Capital Flow - The shipping and port sector experienced a net outflow of 168 million yuan from institutional investors, while retail investors saw a net inflow of 36.77 million yuan [2]. - Notable capital flows among individual stocks included: - China Merchants Energy (601872) with a net inflow of 69.47 million yuan from institutional investors, but a net outflow of 80.39 million yuan from retail investors [3]. - Nanjing Port (002040) had a net inflow of 26.04 million yuan from institutional investors, but also saw a net outflow of 22.99 million yuan from retail investors [3].

Group 1 - The completion and operation of the Jiangwu Phase II project marks a significant milestone in the construction of the Yangtze River navigation channel, enhancing the water depth to 10.5 meters above the Nanjing Yangtze River Bridge, which is a key achievement during the 14th Five-Year Plan period [1] - The Jiangwu Phase II project extends the benefits of deep-water navigation by over 30 kilometers upstream, effectively improving Nanjing Port's influence on the middle and upper reaches of the Yangtze River [1] Group 2 - During the 14th Five-Year Plan, the Yangtze River Nanjing Navigation Bureau has implemented over four key projects, achieving a 100% guarantee rate for the maintenance of navigation channel water depth [2] - The improvement in water depth conditions is expected to drive Nanjing Port's container throughput to exceed 4 million TEUs by 2025, representing a 67.8% increase compared to the end of the 13th Five-Year Plan [2] - The Nanjing Navigation Bureau has introduced innovative service models, providing customized information services and significantly reducing logistics costs for shipping companies [2] Group 3 - The continuous improvement of navigation conditions in the Yangtze River Nanjing section supports the construction of a regional shipping logistics center [3] - The Nanjing Navigation Bureau aims to enhance navigation capacity, intelligent operation, ecological quality, and public service efficiency during the 15th Five-Year Plan, contributing to the modernization of the Yangtze River navigation system [3]

Group 1 - The stock price of Nanjing Port (002040) closed at 10.33 yuan on January 13, 2026, with an increase of 1.77%, a turnover rate of 5.51%, a trading volume of 268,000 shares, and a transaction amount of 276 million yuan [1] - On January 13, the net inflow of main funds into Nanjing Port stock was 33.2261 million yuan, indicating positive engagement from major investors [3] - The company primarily engages in the handling and storage of crude oil, refined oil, liquid chemical products, and general cargo, as well as container storage, door-to-door transportation, and related services [2] Group 2 - On January 13, the net inflow of retail funds was 34.3982 million yuan, while the net inflow of speculative funds was 1.1721 million yuan, showing a mixed sentiment among different investor types [4]

Group 1 - The company, Nanjing Port, primarily engages in the handling and storage of crude oil, refined oil, liquid chemical products, and general cargo [1] - Services offered by the company include container storage, door-to-door transportation, and related accessory sales [1] - Additional services provided by the company encompass container dismantling, assembly, repair, cleaning, electronic data exchange, and information consulting [1]

Core Viewpoint - The opening of the international container shipping route from Nanjing Port to Singapore and Jakarta marks a significant upgrade in the port's logistics capabilities, enhancing its role as a regional shipping and logistics hub [3][4]. Group 1: Shipping Route Development - The new international container shipping route from Nanjing Port to Singapore and Jakarta has officially commenced, increasing the total number of international container routes from Nanjing to 20 [3]. - This route represents a strategic shift from traditional near-sea ports in Japan and South Korea to long-distance ports in Southeast Asia, Africa, America, and Europe [3]. Group 2: Vessel Innovation - The "Dahua" vessel, a new type of integrated cargo ship, has been introduced, capable of carrying bulk cargo, general cargo, and containers simultaneously, allowing for "拼船" (shared shipping) and significantly reducing logistics costs [3]. - The new shipping method enables companies to export goods directly from Nanjing Port without needing to transfer through coastal ports, providing a "one-stop" service that saves approximately 5 days in transit time and reduces the cost of shipping a single container by about $200 [3]. Group 3: Infrastructure Development - The expansion of shipping routes aligns with Nanjing's "14th Five-Year Plan" to accelerate the development of hub ports and regional shipping logistics centers, focusing on deep-water port construction and enhancing intermodal transport capabilities [4]. - Future plans include optimizing route layouts and fostering international shipping routes originating from Nanjing Port to strengthen its influence as a regional logistics center [4].

Core Viewpoint - The successful docking of the "Dahua" vessel at Nanjing Port marks the opening of a new direct shipping route to Singapore and Jakarta, enhancing export efficiency for the Nanjing metropolitan area and the upper reaches of the Yangtze River [1][3]. Group 1: Shipping Route Development - The new route allows for a direct connection to two major ASEAN economies, significantly reducing transportation time by 5 to 7 days compared to previous methods that required transshipment through coastal ports [3][5]. - The number of international container shipping routes at Nanjing Port is set to increase from 7 to 20 during the 14th Five-Year Plan period, expanding its network from traditional near-sea ports to long-distance ports in Southeast Asia, Africa, America, and Europe [1][5]. Group 2: Vessel and Transportation Efficiency - The "Dahua" vessel is a versatile container ship designed to transport both containers and machinery, allowing for a one-stop transportation solution for companies adjusting their production lines [3]. - Cost savings are notable, with each container's shipping cost reduced by approximately $200, which lowers overall expenses for exporting companies [3]. Group 3: Strategic Initiatives and Future Plans - Nanjing is accelerating the construction of hub ports and regional shipping logistics centers, focusing on enhancing its hub functions and service levels, including the establishment of a maritime court and arbitration center [5]. - Future plans include strengthening partnerships with major shipping companies to optimize the shipping network and develop more near and long-distance shipping routes originating from Nanjing Port [5].