2025大港扩容：“千万”港口上新，游艇消费风起

Core Insights - In 2025, China's major ports reported impressive performance, with container throughput exceeding 10 million TEUs at nine ports, including Suzhou Port and Beibu Gulf Port [1][5][8] - The growth rate of container throughput was particularly notable, with 26 ports achieving double-digit growth, including 18 inland ports [1][5] Group 1: Port Performance - Ningbo-Zhoushan Port maintained its position as the world's busiest port, achieving a cargo throughput of 143,192 million tons in 2025, a 4.0% increase year-on-year [5][6] - Shanghai Port led in container throughput with 5,506 million TEUs, marking its 16th consecutive year at the top globally [7][8] - Suzhou Port and Beibu Gulf Port reached container throughput of 1,021 million TEUs and 1,006 million TEUs, respectively, contributing to the expansion of ports exceeding 10 million TEUs [1][8] Group 2: Growth Drivers - The rapid growth in trade and a dense network of shipping routes supported Ningbo-Zhoushan Port's status, with Zhejiang Province's total import and export value reaching 5.55 trillion yuan, a 5.4% increase [5][6] - Suzhou Port's rise is attributed to its strategic location along the Yangtze River and its connections to key industries, particularly automotive exports [8][9] - Beibu Gulf Port's container throughput grew from 2.28 million TEUs in 2017 to 1,006 million TEUs in 2025, benefiting from the development of the Western Land-Sea New Corridor [9] Group 3: Future Developments - In 2026, ports are expected to accelerate the construction of shipping networks and increase international routes, with Qingdao Port opening four new container routes in January [10][11] - The government reports from coastal provinces emphasize the development of new consumption models, including cruise and yacht tourism, as part of the economic strategy [11][12] - The yacht economy is highlighted as a growing sector, with significant increases in yacht registrations and government initiatives to promote yacht consumption [12][13]