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招商港口:对2026年费率提升持审慎乐观态度

Core Viewpoint - The company, China Merchants Port (001872), reported a significant increase in terminal capacity utilization due to the early shipment phenomenon influenced by the US-China tariff war, which is expected to continue [1] Group 1: Operational Strategy - The company will focus on building core competitiveness and enhancing quality and efficiency [1] - Strategies include optimizing route structures and business organization [1] - Continuous improvement of operational efficiency to provide better services to shipping companies [1] Group 2: Future Outlook - The company holds a cautiously optimistic view on rate increases by 2026 [1] - The company's advantageous layout is highlighted, with terminal capacity being in short supply, which is beneficial for rate increases in 2026 [1]