“ 一带一路”重要港航枢纽建设背景下的宁波舟山港提能升级路径

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The report emphasizes the capacity enhancement and upgrading of Ningbo Zhoushan Port through "three major transformations," "six measures," and "three-chain co-construction" [3][5][20]. Summary by Sections Capacity Enhancement and Upgrading - The focus is on solidifying the foundation for capacity enhancement and upgrading of Ningbo Zhoushan Port through a structured approach [4][15]. - The port aims to improve its production scale, targeting a container throughput of 35.301 million TEUs in 2023, maintaining its position as the third-largest port globally [16]. Three Major Transformations 1. From Handling Port to Logistics Port: The transformation aims to enhance logistics chain organization and linkage capabilities [11][12]. 2. From Feeder Port to Trading Port: This involves strengthening trade chains based on main cargo types and establishing global and regional trade centers [13]. 3. From Industrial Port to Service Port: The focus is on upgrading service offerings from primary to high-end services and filling gaps in the service chain [14]. Six Measures for Capacity Enhancement - The report outlines six measures to consolidate the foundation for capacity enhancement, although specific details on these measures are not provided in the excerpts [15]. Three-chain Co-construction - The report advocates for the construction of logistics, trading, and service chains to achieve the capacity enhancement goals [20]. 1. Logistics Chain: Development of a two-way sea-land channel and integration of logistics services [21]. 2. Trading Chain: Establishment of commodity trading centers and enhancement of trading capabilities [22]. 3. Service Chain: Strengthening traditional shipping services and accelerating high-end shipping service development [23]. Infrastructure and Global Reach - The port has made significant advancements in infrastructure, including the completion of major container terminals, positioning itself as a leader in global shipping logistics [17]. - The report highlights the expansion of domestic hinterland and inter-modal transport, with 36 inland dry ports and extensive rail-sea inter-modal services [18]. Strategic Goals - The strategic focus includes enhancing service areas, expanding international shipping routes, and establishing overseas business centers to serve global customers [18][19].