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4艘新船订单!海液通航运“一带一路”航线运力升级
Sou Hu Cai Jing· 2025-09-03 06:38
海液通航运董事总经理王文彬表示:"这批4350TEU新船是公司对于'一带一路'航线升级的核心运力。 投入运营后,我们将在中国—东南亚与红海、土耳其、北非主要港口之间形成可靠且稳定的网络,有助 于为客户提供高效、低碳、端到端的全程物流方案。" 海液通航运将进一步完善全球物流网络,特别加强海外最后一公里配送能力,确保货物从中国工厂出 发,不仅能准时抵达目的港,更能高效配送到海外仓库或最终客户手中,真正实现全程无忧的物流体 验。 据了解,海液通航运于2020年在香港成立,致力于跟随中国"一带一路"的战略步伐,为广大贸易客户提 供高频、快速、可靠及多样化的航运和物流产品。其班轮服务覆盖亚洲至东非、中东、红海、地东、黑 海及波罗的海沿线之间的众多门户港口。 台州建兴重工有限公司即原浙江凯航船舶工业有限公司,凯航船舶于2008年5月成立,占地面积为650 亩,使用岸线长800米。据国际船舶网了解,凯航船舶自2012年2月份开始投产,年造船能力达60余万载 重吨,是台州唯一一个"一级两类"船厂,但企业刚起步就赶上了国际金融和欧洲债务危机,导致国外订 单大幅缩水,企业员工、产能都受到重大冲击,生存变得非常困难。2015年,通 ...
ST广物上半年盈利3.55亿元,能源物流主业韧性凸显 红淖铁路运量逆势增近四成,未来成长空间广阔
Quan Jing Wang· 2025-09-03 05:48
近年来,ST广物持续推进以能源物流为核心的战略布局,依托新疆作为丝绸之路经济带核心区的区位 优势,构建"一条通道、四个基地"发展格局。红淖铁路作为新疆铁路北翼通道的重要组成部分,运能持 续释放,成为公司稳住经营基本盘的关键力量。 8月29日晚,ST广物(SH600603)发布2025年半年度报告。报告显示,公司上半年实现营业收入14.21 亿元,利润总额3.55亿元,归属于上市公司股东的净利润2.60亿元。其控股运营的红淖铁路累计完成运 量1349.18万吨,同比增长38.96%,占同期"疆煤外运"铁路发送总量的30%,主业韧性显著增强。 尽管受到煤炭市场行情下行、需求趋缓及运价承压等多重外部挑战,公司仍通过强化费用管控和结构优 化实现降本增效。半年报显示,其销售费用、管理费用同比分别下降48.93%和49.62%,财务费用也降 低9.73%,展现出较强的成本控制与战略执行能力。 2024年以来,一系列重大基础设施进展进一步提升了红淖铁路的外运能力。随着将淖铁路开通、红淖铁 路电气化改造完成,以及与临哈铁路联络线的通车,红淖铁路由原先依赖兰新线的单一通道拓展为"兰 新+临哈"双通道格局。这一变化不仅大幅缩短运 ...
广州港跌2.05%,成交额6535.34万元,主力资金净流出63.61万元
Xin Lang Cai Jing· 2025-09-03 05:48
Company Overview - Guangzhou Port is located in Yuexiu District, Guangzhou, Guangdong Province, and was established on December 28, 2010, with its listing date on March 29, 2017 [1] - The company primarily engages in the loading and unloading of various goods including containers, coal, grain, steel, automobiles, metal ores, and oil products, with the revenue composition being: loading and related services 50.05%, trading business 27.27%, logistics and port auxiliary services 20.24%, and others 2.43% [1] Financial Performance - For the first half of 2025, Guangzhou Port achieved operating revenue of 6.909 billion yuan, representing a year-on-year increase of 2.18%, while the net profit attributable to shareholders decreased by 8.78% to 552 million yuan [2] - Since its A-share listing, the company has distributed a total of 2.4 billion yuan in dividends, with 943 million yuan distributed over the past three years [3] Stock Market Activity - As of September 3, Guangzhou Port's stock price decreased by 2.05% to 3.34 yuan per share, with a total market capitalization of 25.199 billion yuan [1] - The stock has seen a year-to-date decline of 0.33%, a 5-day decline of 1.18%, a 20-day increase of 1.80%, and a 60-day increase of 4.67% [1] - The stockholder count as of August 20 was 64,500, a decrease of 6.30% from the previous period, with an average of 116,907 circulating shares per shareholder, an increase of 6.72% [2] Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 27.4446 million shares, a decrease of 8.7199 million shares from the previous period [3] - The Southern CSI 500 ETF ranks as the seventh largest circulating shareholder, holding 22.5623 million shares, an increase of 320.56 thousand shares from the previous period [3]
银川至吉隆坡航线正式开通
Zhong Guo Xin Wen Wang· 2025-09-03 05:14
中新网银川9月3日电 (记者 李佩珊)9月3日上午,一架承载了169名旅客的飞机从银川河东国际机场缓缓 起飞,标志着银川=贵阳=吉隆坡的航班正式首航。 银川至吉隆坡航线正式开通 广告等商务合作,请点击这里 来源:中国新闻网 编辑:徐世明 通航现场。 银川机场供图 该航线由九元航空波音737机型承运,2025年9月3日开始执行,每周三一班。至银川航班号为AQ1252, 16:25从吉隆坡起飞,20:40经停贵阳1小时40分后,22:20从贵阳起飞,00:45抵达银川;从银川起飞航班 号为AQ1251,07:00从银川起飞,09:30经停贵阳1小时30分后,11:00从贵阳起飞,14:45抵达吉隆坡(以 上时间均为当地时间)。 截至目前,银川至香港、迪拜、老挝、万象、芽庄、曼谷等地航线均已恢复通航,银川至吉隆坡航线的 开通进一步拉近了宁夏与东南亚的时空距离,不仅为商务、旅游、文化等多领域合作搭建起便捷高效 的"空中桥梁",更为宁夏主动融入和服务高质量共建"一带一路"、西部陆海新通道建设提供了新的机 遇。(完) 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或 ...
中国中车集团董事长孙永才拜会哈萨克斯坦总统托卡耶夫并应邀参加中哈企业家委员会第八次会议
Core Viewpoint - China CRRC Group's chairman Sun Yongcai met with Kazakhstan's President Tokayev and signed a cooperation agreement with Kazakhstan National Railway Company for future project collaboration [1] Group 1: Meeting and Agreements - The meeting included discussions on practical cooperation in rail transportation and clean energy equipment, aiming to deepen collaboration between the two countries [1] - The cooperation agreement was signed in the presence of President Tokayev, highlighting the importance of the partnership [1] Group 2: Strategic Initiatives - The discussions focused on implementing the important consensus reached by the leaders of both countries [1] - The initiative aims to promote high-quality construction of the "Belt and Road" initiative [1]
国机重装(601399):经营稳健根基牢固,在手订单大幅增长
Great Wall Securities· 2025-09-03 03:31
证券研究报告 | 公司动态点评 2025 年 09 月 03 日 国机重装(601399.SH) 经营稳健根基牢固,在手订单大幅增长 经营业绩稳定增长,业务布局多点开花。2025 H1 公司营收及利润稳定增长, 2025 Q2 毛利率达到 14.34%,盈利能力环比有所回暖。分业务看,核能装 备领域,公司签订广西白龙核电稳压器设备、山东海阳堆芯补水箱、中核华 龙一号 SG 锻件等合同,市场份额持续提升;压力容器方面,公司签订了中 海油大榭舟山、中石化九江、神华榆林煤液化项目反应器等一批重型容器合 同,市场拓展取得新成效;高端大型铸锻件方面,公司 Cr12 转子、FB2 转子、 CB2 汽缸等产品已经实现批量订货;冶金领域,公司签订了梅钢 1422 热轧产 线机组、河北津西钢铁 1880mm 带钢热连轧机组、金威铜业 800mm 铜带四 辊粗轧机组等重大项目。 海外水电项目进展顺利,出口订单大幅增长。订单方面,公司的大件物流、 理化检验等制造服务业务市场开拓成果丰硕。投资建设并运营的柬埔寨达岱 水电站连续 10 年超额完成发电目标,已成为"一带一路"共建共赢、中柬两 国互利合作的标杆典范。2025H1 公司与柬 ...
中油工程(600339):拟向母公司定增59亿元,进一步夯实中东市场根基
Tianfeng Securities· 2025-09-03 03:15
公司报告 | 公司点评 中油工程(600339) 证券研究报告 拟向母公司定增 59 亿元,进一步夯实中东市场根基 公司发布定增预案 公司近期发布《向特定对象发行 A 股股票预案》,向特定对象发行 A 股股 票的发行对象为公司控股股东、实际控制人中国石油集团,发行对象以现 金方式全额认购,拟认购金额为 59.13 亿元。公司本次发行价格为人民币 3.53 元/股。发行的 A 股股票数量为 1,674,944,241 股,发行数量不超过公 司现行总股本的 30%。 其中合同金额 180.32 亿元的伊拉克巴士拉石油公司巴士拉省海水输送管 道总包项目约使用募集资金 37 亿元,合同金额 36.88 亿元的阿拉伯联合酋 长国阿布扎比天然气公司巴伯油田和布哈萨油田天然气管线总包项目约使 用 4.4 亿元,补充流动资金 17.73 亿元。 伊拉克海水管道项目或有利于公司巩固中东市场 2025 年8 月,公司公告子公司中标伊拉克巴士拉省海水输送管道总包项目, 主要工作范围是建设海水处理设施到各联络站的干线管道、联络站到油田 分输站的支线管道及管道附属地面设施等,授标金额为 25.24 亿美元(约 180.32 亿元人民币 ...
面向东盟蓝色经济合作发展论坛将在邕举办
Guang Xi Ri Bao· 2025-09-03 03:00
9月1日,记者从自治区海洋局获悉,9月8—12日,面向东盟蓝色经济合作发展论坛将在南宁举办。 本届论坛由广西壮族自治区海洋局、自然资源部第四海洋研究所、中国—东盟国家海洋科技联合研发中 心共同主办,围绕"创新、绿色、智能,中国—东盟蓝色新未来"主题,深度聚焦中国—东盟蓝色经济发 展领域,全面展示中国与东盟国家在海洋生态、产业、科技等方面的交流与合作成果。 论坛主要设置开幕式暨主论坛、研讨交流、主题展、现场参观考察等系列活动,旨在深入落实"一 带一路"倡议,聚焦中国—东盟海洋可持续发展,搭建机制化海洋领域交流合作平台,巩固蓝色经济伙 伴关系广西渠道,携手东盟各国积极构建中国—东盟命运共同体。 目前,各项筹备工作正在有序推进。届时,将有来自中国和东盟国家有关政府部门、驻华使领馆官 员、涉海国际组织、涉海科研教育机构和国内外相关商协会及企业代表约350人参加论坛有关活动。 同时,还将举办第十三届中泰气候与海洋生态系统联合实验室管委会会议、第十四届中泰海洋科技 合作研讨会、中国—东盟国家海洋药物与生物制品研讨会、"人工智能+海上清洁能源"研讨会、中国— 东盟海洋新能源国际培训班,与会嘉宾将围绕海洋生态、海洋产业、海洋 ...
万东医疗跌2.00%,成交额4549.14万元,主力资金净流出244.79万元
Xin Lang Cai Jing· 2025-09-03 02:42
Core Viewpoint - WanDong Medical's stock price has experienced fluctuations, with a year-to-date increase of 14.56% but a recent decline in the last five trading days by 3.22% [1] Company Overview - WanDong Medical, established on May 12, 1997, and listed on May 19, 1997, is located in Chaoyang District, Beijing. The company specializes in the research, manufacturing, sales of imaging medical devices, and imaging diagnostic services [1] - The main revenue composition includes 88.18% from medical device sales, 6.32% from other supplementary services, and 5.51% from labor and services [1] Financial Performance - For the first half of 2025, WanDong Medical reported a revenue of 843 million yuan, representing a year-on-year growth of 20.46%. However, the net profit attributable to shareholders decreased by 39.46% to 51.3 million yuan [2] - Cumulative cash dividends since the A-share listing amount to 769 million yuan, with 267 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 11.69% to 26,800, while the average circulating shares per person increased by 13.24% to 26,201 shares [2] - The top ten circulating shareholders include notable entities such as Huabao Zhongzheng Medical ETF and Hong Kong Central Clearing Limited, with changes in their holdings compared to the previous period [3]
新疆霍尔果斯口岸今年通行中欧(中亚)班列已超6600列
Yang Shi Xin Wen· 2025-09-03 00:50
Core Insights - The number of China-Europe (Central Asia) freight trains to Shanghai Cooperation Organization (SCO) countries has increased significantly, with over 6,600 trains passing through the Horgos railway port this year, representing a year-on-year growth of 21.8% [1] - The variety of goods transported by these trains is extensive, ranging from construction materials and agricultural machinery to clothing and electronic components, with one logistics company handling over 2,000 trains this year, a 20% increase compared to the same period last year [1] - Recent reforms at the Horgos port have drastically reduced the time for customs clearance, with import processing times cut from 2-3 days to under 16 hours, a reduction of 70%, and export processing times reduced from 6 hours to 1 hour, a reduction of 80% [1] - The Horgos customs provides 24/7 clearance services to ensure the efficient operation of the China-Europe (Central Asia) freight trains, which have cumulatively exceeded 48,000 trains since 2016, covering 90 routes and reaching 18 countries and 46 cities [2] Operational Efficiency - The implementation of "priority loading, priority grouping, and priority dispatch" for inbound and outbound freight trains has improved the coordination with Kazakhstan, leading to a steady increase in the number of trains processed at the port, maintaining an average of 28 trains per day, with a peak of 36 [1] - The Horgos railway port has become a "golden channel" for international land logistics, facilitating the smooth operation of supply chains for SCO member countries [2]