通讯员宁海宣 扬子晚报/紫牛新闻记者笪越 外贸经济是南京市经济发展的重要组成部分，南京港是长江12.5米深水航道的终点，是长江沿线最深入内陆腹地的深水海港和国际型江海转运主枢纽港， 也是辐射带动长江流域和中西部地区发展的重要门户港。据悉，"唐鸿"轮船舶总长169.1米，总吨3.5万吨，可装载标准车位3800台，此次外贸出口再突 破，将进一步发挥南京港龙潭汽车物流枢纽功能优势，扩大南京港汽车物流集散辐射范围，为腹地车企在南京直接出口提供了优化方案，促进交通物流降 本提质增效，有效增强南京港综合竞争力。 南京海事局作为南京区域性航运物流中心建设航运相关任务的主办单位，是保障外贸船舶安全进港的"第一人"和安全出港的"最后一人"。为确保这艘"汽 车巨轮"航行安全、高效运输，在江苏海事局的支持下，南京海事局主动作为、靠前服务，协同口岸部门做好通关保障服务，畅通进出口岸审批渠道，保 障船舶到港作业"零等待"，离港快速通关"零延误"；增派海巡艇实施重点现场维护与交通组织，现场核验船舶载运车辆积载隔离、绑扎系固情况，确保船 舶在复杂海况下车辆稳固，同时依托智慧海事系统、VTS、CCTV全程动态跟踪，及时发布预警，科学疏导船流 ...

Core Viewpoint - The commencement of major projects at Nanjing Port aims to enhance its logistics capabilities and strengthen its position as a regional shipping and logistics center, particularly benefiting the central and western regions of China [1][3]. Group 1: Project Details - The Nanjing Port Longtan Port Area Phase VII project and the railway dedicated line expansion project have officially started, which will improve the logistics hub functions of Longtan National Logistics Hub [1][3]. - The Phase VII project includes the construction of a 70,000-ton general berth, utilizing a 310-meter port shoreline, with an annual throughput capacity of 4 million tons, focusing on various cargo types [3]. - The total land area for the port area is 122,658 square meters, with a designed annual throughput capacity of 4.21 million tons, expected to be completed between 2025 and 2027 [3]. Group 2: Railway Expansion - The railway dedicated line expansion project will enhance the railway transport capacity of the port area, adding a new container loading and unloading line and extending the existing unloading line to 1,050 meters [4][6]. - After the expansion, the railway capacity will double, reaching over 500,000 containers, and will strengthen the port's connectivity to central and western regions [6]. Group 3: Regional Logistics Development - Nanjing has made significant progress in establishing itself as a regional shipping logistics center, with 188 operational berths and an annual design throughput capacity of 190 million tons [7]. - The port has opened 16 near and far ocean container shipping routes, and the draft of vessels entering Nanjing Port has increased to 11.8 meters [7]. - By 2035, Nanjing aims to fully develop a comprehensive regional shipping logistics center, targeting a cargo throughput of 400 million tons and a container throughput of 6.3 million TEUs [7].

New Stock Issuance - New stock issuance for Daoshengtianhe (Code: 780026) priced at 5.98 RMB on September 29, 2025[1] - Offer period for the acquisition of Shangwei New Materials (Code: 688585) is from September 29, 2025, to October 28, 2025[1] Delisting and Trading Alerts - Zitian Tui (Code: 300280) is in the delisting preparation period with 4 trading days remaining until the last trading day[1] - Significant abnormal fluctuations reported for Kaipu Cloud (Code: 688228) on September 25, 2025[1] Recent Announcements - Multiple companies including Zhonghuan Hailu (Code: 301040) and Shenhuafa A (Code: 000020) have recent announcements regarding their stock activities[1] - A total of 30 companies have made announcements regarding stock fluctuations and trading activities in the past week[1]

Market Overview - The shipping and port sector experienced a decline of 0.26% on September 26, with Nanjing Port leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Individual Stock Performance - Haixia Co., Ltd. (002320) saw a price increase of 3.51%, closing at 9.15 with a trading volume of 559,000 shares and a transaction value of 510 million yuan [1] - Nanjing Port (002040) reported a significant decline of 8.01%, closing at 10.34 with a trading volume of 495,400 shares [2] - Other notable declines included Ningbo Shipping (600798) down 3.61% and Hainan Technology (600751) down 2.78% [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 170 million yuan from institutional investors and 134 million yuan from speculative funds, while retail investors saw a net inflow of 305 million yuan [2] - Haixia Co., Ltd. had a net inflow of 47.62 million yuan from institutional investors, while it faced a net outflow of 32.49 million yuan from retail investors [3] - Other stocks like Liao Port Co., Ltd. (601880) and Xiamen Port (000905) also showed mixed capital flows, with varying degrees of net inflows and outflows from different investor categories [3]

Market Performance - The three major stock indices opened lower but closed higher, with the Shanghai Composite Index at 3853.30 points, down 0.01%, the Shenzhen Component Index at 13445.90 points, up 0.67%, and the ChiNext Index at 3235.76 points, up 1.58% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.37 trillion yuan [1] Sector Highlights - The AI sector continued to perform strongly, with companies like Inspur Information (000977), Cambridge Technology (603083), and Huagong Technology (000988) hitting their daily limit and reaching historical highs [1] - The energy storage sector saw fluctuations, with Sunshine Power (300274) and CATL (300750) also reaching historical highs [1] - The chip industry chain was notably active, with Zhangjiang Hi-Tech (600895), Tongfu Microelectronics (002156), and Kaimete Gas (002549) achieving historical highs during intraday trading [1] Declines - The port and shipping sector experienced a collective decline, with Nanjing Port (002040) dropping over 9% at one point [1] Investment Strategy - Pacific Securities indicated that market volatility has increased as the holiday approaches, with accelerated sector rotation [1] - Given the generally poor performance of A-shares before holidays, along with dual pressures from financing risks and interest rates, it is advised for investors to temporarily avoid sectors with high financing ratios [1] - The banking sector shows significant bottom support and may be worth monitoring [1]

Core Viewpoint - The shipping and port sector experienced a decline of 1.54% on September 25, with Nanjing Port leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Key stocks in the shipping and port sector showed mixed performance, with notable declines in several major companies [1][2] Group 2: Stock Performance - Nanjing Port saw a significant drop of 6.18%, closing at 11.24, with a trading volume of 881,600 shares and a transaction value of 987 million [2] - Other notable declines included Ningbo Shipping at -6.11% and Ningbo Ocean at -5.41% [2] - Conversely, Haitong Development and Tangshan Port showed slight increases of 0.67% and 0.53%, respectively [1] Group 3: Capital Flow - The shipping and port sector experienced a net outflow of 462 million from main funds, while retail investors saw a net inflow of 260 million [2][3] - Major stocks like Shanghai Port and Tangshan Port had varying levels of net inflow and outflow from different investor categories [3]

Market Overview - The market experienced a rebound, with the ChiNext Index rising over 2% and reaching a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion, an increase of 443 billion compared to the previous trading day [1] - At the close, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67%, and the ChiNext Index increased by 1.58% [1] Sector Performance - The speed of sector rotation accelerated, with multiple stocks hitting new highs during the session [1] - The AI sector continued to perform strongly, with stocks such as Inspur Information, Cambridge Technology, and Huagong Technology reaching their historical highs [1] - The energy storage sector also saw significant gains, with Sunshine Power and CATL achieving new historical highs [1] - The semiconductor industry chain was notably active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimetech all hitting new historical highs [1] Declining Sectors - The port and shipping sector experienced a collective decline, with Nanjing Port dropping over 9% at one point [1] - Sectors such as gaming, AI applications, and controllable nuclear fusion saw the largest gains, while the port and shipping, precious metals, and oil and gas sectors faced the largest declines [1]

今日A股市场震荡上行， 创业板指探底回升一度涨逾2%，续创3年多新高。 沪深两市成交额2.37万亿，较上一个交易日放量443亿。 盘面上 热点轮动速度加快，多只个股盘中创新高 。AI方向持续走强，浪潮信息、剑桥科技、华工科技涨停创历史新高，中科曙光、华勤技术大涨创 新高。储能板块震荡拉升， 阳光电源、宁德时代续创历史新高。 芯片产业链反复活跃，张江高科、通富微电、凯美特气盘中大涨创历史新高下跌方 面，港口航运板块集体下跌，南京港一度跌超9%。 68.00% 封板 41 触及 19 上证指数 创业板指 深证成指 -3853.30 -13445.90 -3235.76 -0.34 -0.01% +89.75 +0.67% +50.19 +1.58% 市场概况 2806 935 870 298 140 123 80 52 76 45 41 20 9 小于 大于 涨停 +8% +6% +4% +2% 0% -2% -4% -6% -8% 跌停 -8% +8% 下跌 3877家 上涨 1477家 持平 80家 涨停 52家 停牌 跌停 9家 8家 | 市场热度:25 0 | | | 两市成交额： 2.37万亿 较上一日 ...

机构观点 中国银河证券：海外下半年促销旺季即将到来，面板采购呈现积极信号：面板采购量是电视需求的前瞻 指标。上半年韩国品牌销售较差，面板一度大力去库存，影响面部采购需求，当前去库存结束迎来转 机。奥维睿沃数据，25年8月全球电视面板出货量达22.3百万片，同比+7.6%、环比+4.9%，延续了7月 以来的积极态势，反应了市场周期性的库存回补需求，全球电视品牌商正为下半年海外黑五、圣诞促销 旺季积极备货。从全球角度看，下半年海外电视需求走向短期高峰，或将平抑国内国补退坡的部分影 响。 中信证券：通过复盘2010年以来影视剧行业面临的政策，以及其对于内容制作公司和平台的业绩影响， 中信证券认为广电总局《进一步丰富电视大屏内容促进广电视听内容供给的若干举措》有望在多方面给 长视频行业带来实质性利好。看好后续长视频平台及优质内容制作公司提高产能、提升内容周转效率和 资金使用效率以及剧集IP商业化空间打开带来的业绩改善和增长潜力。 华泰证券：电子布是PCB-CCL产业链的关键增强材料，AI产业趋势推动高端PCB及其相关上游材料升 级，特种电子布有三大产品升级趋势。市场担忧龙头公司大规模扩产造成特种电子布供给格局恶化，但 ...

Core Viewpoint - The port and shipping sector experienced a collective decline in early trading, with significant drops in stock prices for various companies [1] Group 1: Company Performance - Nanjing Port saw a decline of over 8% [1] - Ningbo Maritime dropped more than 6% [1] - Other companies such as Ningbo Ocean, Lianyungang, and China Merchants Energy also faced declines [1]