中国港口逆风破浪 吞吐量迭破纪录，重构全球航运棋局

Core Insights - China's ports have demonstrated resilience and growth in cargo throughput despite global trade uncertainties, with major ports like Shanghai and Ningbo-Zhoushan maintaining their positions at the forefront of global shipping [1][3][4] Group 1: Performance Metrics - In the first eleven months of 2025, China's ports achieved a cargo throughput of 16.75 billion tons, marking a year-on-year increase of 4.4% [3] - Shanghai Port's container throughput reached 55.06 million TEUs, maintaining its status as the world's busiest port for the sixteenth consecutive year [8] - Ningbo-Zhoushan Port became the first global port to exceed 1.4 billion tons in annual cargo throughput [3][8] Group 2: Structural Changes and Trends - China's ports are transitioning from scale advantages to becoming supply chain hubs, enhancing their roles in logistics and distribution [2][4] - The growth in throughput is attributed to improved competitiveness in the global shipping system and the implementation of policies supporting smart and green shipping [3][4] Group 3: Market Expansion and Trade Dynamics - China's share of global container exports increased from 34% in 2019 to 38% in 2025, reflecting the resilience of Chinese manufacturing and technology [9] - New trade routes are being established, with ports like Beibu Gulf opening international routes to the Middle East and others expanding to emerging markets in Latin America and Africa [9][10] Group 4: Future Outlook and Innovations - The development of smart and green shipping policies is expected to accelerate the digitalization and automation of ports, enhancing their roles as intelligent hubs [16] - The establishment of new supply chain structures and trade routes will require ports to adapt and optimize their operations in response to geopolitical changes [12][15]