Zhi Tong Cai Jing·2025-10-23 03:29Core Viewpoint - Liao Port Group's Dalian Port grain terminal has significantly increased its throughput, achieving nearly a 40% year-on-year growth in cargo volume, driven by innovative operational models and a resurgence in the domestic corn market [1] Company Performance - Liao Port Co., Ltd. (601880) reported a substantial increase in performance for the first half of the year, attributed to higher revenues from oil products and container business, increased investment income from joint ventures, and recovery of long-term receivables leading to a reversal of credit impairment losses [1] Industry Insights - The shipping industry may experience disruptions due to the mutual imposition of port fees between China and the U.S., which could lead shipping companies to reallocate global vessel deployments and port calls to minimize costs, potentially increasing freight rates [1] - The oil and bulk cargo sectors are expected to benefit from an upward trend in industry conditions, with port fees likely to be passed on to customers, which could systematically elevate global oil and bulk freight rate averages if these fees persist [1]