【招银研究|行业深度】新型物流基建篇②——智慧领航，绿色赋能：透视中国港口行业市场机遇

Core Viewpoint - China's port construction is advancing according to a clear three-phase strategic plan, aiming to achieve "world-class" standards for major ports by 2035 and to establish world-class port clusters by 2050 [5][7][8]. Group 1: Strategic Planning and Investment - The strategic planning for China's port development is systematic and forward-looking, with clear phased goals set by the Ministry of Transport and other departments [7][9]. - The investment scale for coastal ports is expected to reach an annual average of 108.3-132 billion yuan over the next three years, while inland ports may exceed 120 billion yuan annually over the next five years [30][32]. - The investment in green upgrades is projected to average around 20.9 billion yuan annually over the next five years, focusing on shore power facilities and clean energy vehicles [31][41]. Group 2: Smart Transformation - Smart transformation is a key direction for port development, emphasizing automation and digitalization in port operations [5][11]. - The construction and renovation of automated terminals are prioritized, with examples like Xiamen Port achieving full automation in traditional container terminals [12][15]. - The development of intelligent management systems, such as the ATOS system at Qingdao Port, enhances operational efficiency and resource management [15][16]. Group 3: Green Transformation - Green port construction aims to establish a comprehensive pollution prevention system by 2025, significantly improving resource recycling and utilization [16][18]. - Key measures include promoting shore power usage, transitioning port machinery to clean energy, and controlling pollutant emissions [16][18]. - The green transformation is expected to bring about significant investment opportunities, with an estimated annual demand of around 20.9 billion yuan for green upgrades [31][52]. Group 4: Inland Port Containerization - Inland ports are undergoing a wave of containerization, which can significantly enhance loading and unloading efficiency by approximately 75% compared to traditional ports [19][23]. - Container ports offer advantages such as lower transportation costs, better multi-modal transport capabilities, and improved environmental performance [24][25]. Group 5: Railway Port Integration - The integration of railways into port operations is crucial for optimizing logistics and enhancing multi-modal transport [25][27]. - Current challenges include the lack of standardization in container specifications between rail and sea transport, which increases operational costs and delays [27][28]. - Future investments in railway port projects are projected to average around 42.2 billion yuan annually over the next five years, focusing on key regions like the Grand Canal and Pearl River system [31][54].