（编辑 任世碧） 证券日报网讯 12月25日，港迪技术在互动平台回答投资者提问时表示，海南一直以来是公司的重点发 展区域，海南自由贸易港正式启动全岛封关，对岛内产业，特别是进出口加工及转口贸易等产业有积极 的促进作用，这些均有利于港口业务需求的提升以及相关设施建设的推进。公司2020年就开始布局海 南，前后参与了洋浦港32台场桥设备的智能升级改造项目，洋浦国际集装箱枢纽港扩建工程（一阶段） 55台场桥智能化项目，帮助洋浦港实现集装箱堆场无人作业的突破性进展。公司于2025年3月设立了海 南分公司，未来公司将抓住全岛封关的发展机遇，更加深入地参与海南各港口的智能化、无人化升级改 造工作，全方位保障封关后港口高效运转。 ...

港迪技术（301633.SZ）12月25日在投资者互动平台表示，海南一直以来是公司的重点发展区域，海南 自由贸易港正式启动全岛封关，对岛内产业，特别是进出口加工及转口贸易等产业有积极的促进作用， 这些均有利于港口业务需求的提升以及相关设施建设的推进。公司2020年就开始布局海南，前后参与了 洋浦港32台场桥设备的智能升级改造项目，洋浦国际集装箱枢纽港扩建工程（一阶段）55台场桥智能化 项目，帮助洋浦港实现集装箱堆场无人作业的突破性进展。公司于2025年3月设立了海南分公司，未来 公司将抓住全岛封关的发展机遇，更加深入地参与海南各港口的智能化、无人化升级改造工作，全方位 保障封关后港口高效运转。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司2025年3月设立海南分公司，请问该分公司目前团 队规模、已落地项目，以及封关后在智慧港口、绿色零碳港口等领域有哪些新增业务机会？ ...

中新网贵州瓮安12月16日电 (记者瞿宏伦)一台桥式起重机16日将装有沉淀硫酸钡的集装箱吊入"航电 624"货船后起航，贵州首个自动化码头——瓮安港云中港区(简称，云中港区)正式开港。 云中港区作为贵州省重要港口之一，位于贵州省黔南布依族苗族自治州瓮安县天文镇乌江干流右岸，共 规划设计6个泊位，主要为黔中及瓮安、福泉、开阳等地的磷化工、煤电等产业集群提供运输服务。 云中港区是贵州省唯一一个具备专业化、智能化、现代化的港口，整个港区配备了2台具备"装卸高效、 自动化程度高、灵活、精准对接"等优点的先进装卸设备，分别为岸边集装箱起重机、轨道式集装箱门 式起重机。 12月16日，船舶离开瓮安港云中港区后在乌江上航行。记者瞿宏伦摄 贵州省港航集团有限公司党委书记、董事长王齐介绍，为提高装卸效率、降低运行成本，降低港口安全 风险，云中港区建立了智能调度中心，通过统一数据集成和控制，根据货运情况，发出指令，实行设备 自动对接、装卸，实现了港口装卸智能化。 王齐表示，云中港区投运后可充分发挥水运运能大、成本低、绿色低碳等比较优势，降低社会物流成 本，对于构建综合立体交通运输体系具有重要意义。(完) （文章来源：中国新闻网） ...

Core Viewpoint - The development of Hainan's economy and its level of openness are closely linked to the prosperity of its ports, with significant investments and improvements in port infrastructure aimed at enhancing transportation and supporting high-quality economic growth [1][4]. Port Infrastructure Development - Hainan's ports are undergoing rapid construction, providing strong support for the province's economic and social development [2]. - The Haikou New Port, located on the southern shore of the Qiongzhou Strait, has transformed from a remote area into one of the largest passenger and roll-on/roll-off hubs in China over the past decade [3]. - The Qiongzhou Strait is crucial for Hainan, with approximately 90% of the island's essential goods and all vehicles passing through this channel [4]. - The Haikou New Port's capacity will increase from 2.7 million vehicles and 18 million passengers annually to 5.6 million vehicles and 35 million passengers by November 2023 [6]. Technological and Management Innovations - The construction of the new port faced various technical challenges, including soft soil and extreme weather conditions, which required advanced construction techniques and precise measurement systems [5]. - The port has implemented smart inspection systems that significantly reduce the time required for vehicle and passenger checks, enhancing overall efficiency [8]. - Management innovations, such as passenger and cargo separation and a full reservation system, have alleviated congestion at the port [8]. Service Enhancements and Economic Impact - The Sanya Phoenix Island International Cruise Port has become a key player in the cruise industry, with its berths nearly fully booked this year [11]. - Continuous improvements in service quality at the cruise port have led to high customer satisfaction, contributing to its status as the top cruise port in China [12][13]. - Hainan's ports are optimizing their services to stimulate tourism consumption and support the development of a modern industrial system [13]. Policy and Regulatory Innovations - The "China Yangpu Port" ship registration policy is a significant initiative aimed at attracting international shipping companies and enhancing Hainan's openness [16]. - The establishment of the Hainan International Ship Registration Administration aims to streamline processes and improve service efficiency for international ship registration [18]. - Innovative measures, such as a "one port" registration mechanism and expedited processing for ship registration, have positioned Hainan as a model for reform and innovation in the shipping industry [19]. Global Connectivity and Future Prospects - The Yangpu Port has expanded its international shipping routes to key trade regions worldwide, enhancing Hainan's global connectivity [19]. - Hainan's ports are actively working to strengthen ties with the Guangdong-Hong Kong-Macao Greater Bay Area and other international markets, aiming to become a significant open hub [19].

记者 王力 今年前11个月，上海港完成集装箱吞吐量5056万标准箱，同比上升6.7%，较去年提前1个月突破 5000万标准箱，全年集装箱吞吐量有望再创新高，连续16年蝉联全球第一。 在现有设施效率持续提升的同时，洋山深水港也在为更远的将来做布局——小洋山北作业区正抓紧 建设中。 新纪录背后的最大功臣依然是上海洋山深水港。上港集团生产业务部副总经理周勇介绍，今年前11 个月，上海洋山深水港完成集装箱吞吐量2625万标准箱，同比上升9.7%。 小洋山北作业区项目从西到东被划分为西区、中区、东区三个部分。目前处于在建阶段的西区进一 步细分为2个分区同步施工：西1区陆域吹填工作已完成，进入上部结构施工阶段，预计将于2026年年底 建成；西2区陆域吹填工作正在进行中，预计今年完成50%左右。另外，东区今年年底将开工建设；中 区因建设范围与海底液化天然气管线存在重叠，将待管线迁移项目完成后，全面、有序推进各项建设工 序。 2005年12月10日，上海洋山深水港区一期码头开港，仅5年后，上海港年集装箱吞吐量首次超越新 加坡，成为世界第一大集装箱港口，并开启蝉联冠军之路。20年过去了，这片土地依然在续写传奇。 在洋山四期自动 ...

Core Insights - The data released by the Ministry of Transport indicates a robust growth in China's port cargo and container throughput, with increases of 4.3% and 6.4% respectively from January to October this year, showcasing the strong vitality of Chinese ports [1][2]. Group 1: Port Throughput Growth - Ningbo-Zhoushan Port has achieved a significant milestone by surpassing 40 million TEUs (Twenty-foot Equivalent Units) for the first time, marking its fourth "ten million TEU" leap, which took only four years from 30 million to 40 million TEUs [2]. - In the first ten months of this year, China's total port cargo throughput reached 1.513 billion tons, reflecting a year-on-year growth of 4.3%, while foreign trade throughput grew by 3.7% [2][3]. Group 2: Structural Changes in Port Economy - The structure of cargo trade is continuously optimizing, with containerized cargo increasingly dominating the throughput. For instance, Shanghai Port's container throughput exceeded 50 million TEUs last year, maintaining its position as the world's top port [3]. - The development of port economies is becoming more balanced across regions, with coastal ports handling 964 million tons (up 3.5%) and inland ports managing 549 million tons (up 5.9%) in the first ten months of this year [3]. Group 3: Western Region Development - The Western Land-Sea New Corridor has significantly improved iron-sea intermodal transport, with cumulative container volume exceeding 2.55 million TEUs since its inception in 2017. The annual dispatch volume surpassed 1 million TEUs for the first time in September this year, marking a 110-fold increase since the start [4]. Group 4: Innovations in Port Operations - Chinese ports are evolving to become smarter, greener, and more open. For example, the use of AI and the BeiDou Navigation System at Ningbo-Zhoushan Port has reduced deviation rates by 10% and improved gate efficiency by 7% [5][6]. - The green initiatives include significant renewable energy projects, such as the Shandong Port's wind power generation, which has saved approximately 12,000 tons of standard coal and reduced CO2 emissions by about 75,000 tons [6]. - The Hainan Free Trade Port is enhancing its operational efficiency with policies like zero tariffs and simplified customs procedures, leading to a 48.4% increase in container throughput at Yangpu Port this year [6].

Core Insights - The data from the Ministry of Transport indicates that from January to October this year, China's port cargo and container throughput increased by 4.3% and 6.4% year-on-year, respectively, showcasing the strong vitality of Chinese ports [2][3] Group 1: Port Throughput Growth - Ningbo-Zhoushan Port's annual container throughput has surpassed 40 million TEUs for the first time, achieving its fourth "ten million TEU" milestone in just four years, compared to seven years for the first million and six years for the second [3] - China's major ports have consistently seen increases in cargo throughput, with eight of the top ten ports globally in terms of cargo throughput located in China [3] - National port cargo throughput reached 1.513 billion tons from January to October, with foreign trade throughput growing by 3.7% year-on-year [3][4] Group 2: Structural Changes in Port Economy - The structure of cargo trade is continuously optimizing, with containerized cargo's share in port throughput steadily increasing [4] - Shanghai Port's container throughput exceeded 50 million TEUs last year, maintaining its position as the world's top port [4] - Coastal ports in China saw a cargo throughput of 964 million tons, a year-on-year increase of 3.5%, while inland ports reached 549 million tons, growing by 5.9% [4][5] Group 3: Technological and Environmental Advancements - Ports are becoming smarter, greener, and more open, with innovations such as AI navigation reducing deviation rates and improving efficiency [6] - Shandong Port's green energy initiatives have led to significant reductions in coal consumption and carbon emissions, with over 1 billion kWh of green electricity generated [6] - Hainan Free Trade Port is enhancing its shipping hub status with policies like zero tariffs and improved customs facilitation, leading to a 48.4% increase in container throughput at Yangpu Port [6] Group 4: Future Outlook - Waterway transport accounts for over 90% of China's foreign trade, and ports will continue to play a crucial role in reducing logistics costs and promoting high-quality economic development [7] - The future development of Chinese ports, especially container ports, will focus on smart, green, and integrated growth [7]

Core Viewpoint - Zhongke Haixun (300810) signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group at the 22nd China-ASEAN Expo, focusing on marine technology, AI, and digital economy initiatives [1][2]. Group 1: Agreement Details - The agreement emphasizes strategic collaboration around national initiatives such as the Western Land-Sea New Corridor and the Belt and Road Initiative, exploring pathways for marine economy and port intelligence development [2]. - It aims to enhance innovation cooperation by jointly pursuing national and provincial research project support in areas like smart ports and marine big data, creating a closed-loop innovation system [2]. - The agreement includes provisions for talent exchange, facilitating technical personnel participation in key projects and establishing a shared incentive mechanism for innovation achievements [2]. Group 2: Impact and Future Considerations - The cooperation is not expected to have a significant impact on the company's current year operating performance, but future performance implications remain uncertain [2]. - The agreement is a framework agreement, and its implementation and subsequent developments are subject to uncertainty, with specific matters to be signed later if cooperation is achieved [2]. - The company has disclosed that there have been no changes in shareholding or restrictions on shares for related personnel in the past three months, and no notifications of intended share reductions have been received [2].

Group 1 - The upcoming Shanghai Cooperation Organization summit in 2025 highlights the significance of international collaboration in port development [1] - Tianjin Port is showcasing its "Chinese solution" for port intelligence, transitioning from a century-old port to a modern smart terminal [1] - The automated horizontal transportation robot ART, developed by Tianjin Port Group, operates efficiently with shore bridges, rail bridges, and charging stations, with over 130 units currently in operation [1] Group 2 - Tianjin Port has achieved full coverage of intelligent transformation for both container and bulk cargo terminals, with an automation rate exceeding 88% for large container equipment [3] - The average operational efficiency at Tianjin Port has improved by 15% due to these advancements in automation [3]

Group 1 - The upcoming Shanghai Cooperation Organization summit in 2025 highlights the advancements in smart port technology, particularly at Tianjin Port, which is showcasing China's solutions for port automation [2] - Tianjin Port has implemented comprehensive smart upgrades for both container and bulk cargo terminals, achieving an automation rate of over 88% for large container equipment, resulting in a 15% increase in average operational efficiency [4] - The smart level transport robot ART, developed by Tianjin Port Group, is a key component of this automation, with over 130 units currently in operation, effectively coordinating with shore bridges, rail bridges, and charging stations [2][4]