Core Insights - The international freight forwarding industry in Tianjin is experiencing significant growth, with companies like Tianjin Fuyun International Freight Forwarding Co., Ltd. reporting annual growth rates exceeding 30% [1] - The establishment of the International Shipping Service Cluster in the Xiaobailou area is a strategic move to enhance the shipping service ecosystem, attracting over 1,000 registered enterprises in various shipping-related sectors [1][2] Group 1 - The Xiaobailou business district has a rich historical background in water transport, making it a hub for shipping and financial enterprises for over a century [1] - The Tianjin Hexi District has implemented a detailed development plan for the Xiaobailou area, focusing on creating a concentrated international shipping service cluster [2] - The transformation of the former TEDA Building into a shipping-focused building has facilitated the co-location of various shipping logistics, financial, and trade enterprises [2] Group 2 - The establishment of a comprehensive service center on the fourth floor of the International Shipping Building aims to streamline business operations for companies by providing integrated services such as port, customs, legal, and financial support [2][3] - The center includes shared office spaces for startups and a shared court for maritime disputes, which has successfully resolved over ten cases in the past year, reducing litigation costs for businesses [3] - The revenue from the transportation industry in the Hexi District is projected to reach 17 billion yuan in 2024, reflecting a year-on-year growth of 26.4% [3]

韩国将向出口商提供资金和航运支持。 韩国财政部：如果中东紧张局势加剧市场波动，将采取市场措施。 ...

Group 1 - The core objective of the Port of Rotterdam is to achieve net-zero carbon emissions by 2050, positioning itself as the most sustainable port globally [1][2] - The port is undergoing a significant transformation to address global changes, focusing on green transition initiatives, including investments in green hydrogen supply chains, offshore wind farms, electrolysis facilities, and carbon capture and storage [1] - The Port of Rotterdam is also advancing green and smart shipping, with plans to develop sustainable fuel bunkering facilities and prepare for the electrification of inland barges [1] Group 2 - Despite positive progress in transformation, challenges remain, particularly regarding legal frameworks, regulations, and competitive environments, which are crucial for advancing the transition [2] - International cooperation is essential to tackle complex challenges, with a strong emphasis on collaboration with Chinese partners in port logistics and energy sectors to enhance sustainable development [2]

其他船型的运价指数呈现分化态势。6月13日，巴拿马型船运价指数上涨1.89%报1401点。5月14日以来，该指 数累计上涨6.5%。巴拿马型船舶通常运载6万至7万吨的煤炭或谷物。 运价指数持续上涨！ 6月13日，波罗的海干散货指数（BDI指数）上涨3.36%，报1968点，创出去年10月初以来新高。最近一个月， BDI指数累计涨幅达到54%。 此外，德路里世界集装箱运价指数（WCI）本周（截至6月12日）环比上周保持稳定，约为3543美元/FEU。过 去四周，德路里世界集装箱运价指数飙升59%，这源于中美关税90天缓冲期的举措，使得跨太平洋东行货运量 得以迅速回升。 值得关注的是，"大杀器"或许还在后面，随着中东紧张局势加剧，市场担心伊朗可能封锁霍尔木兹海峡来报 复。有分析指出，如果以色列和伊朗的冲突持续升级导致霍尔木兹海峡航运中断，油价可能会被推至每桶120 美元。 BDI指数一个月上涨54% 6月13日，波罗的海干散货指数（BDI）涨3.36%，报1968点。本周，BDI指数累计上涨20.51%。最近一个月， BDI指数累计涨幅达54%。 海岬型船运价指数的上涨，成为推动BDI指数上行的主要因素。6月13 ...

转自：新华财经 圆桌上，船管、物流、钢铁、冷链、汽车、跨境电商等各细分领域头部企业实现跨圈层精准对接，讨论热烈深入，合作契机频现。演讲台上，中远海运散运 数科、荣易达、拍船网等带来智慧订舱系统、跨境金融方案、船舶交易趋势的议题分享。圆桌讨论后的全场自由交流环节，现场热度不减，代表们谈兴犹 浓，久久不散，在轻松交流中打破行业隔阂，生动显现"一桌一生态，一步一合作"的活力与魅力。 6月12日，作为第三届天津国际航运产业博览会创意策划活动，"海河仲夏夜"商务沙龙在百年风貌建筑圣心艺术中心璀璨启幕。活动吸引众多前来参加航运 展的专业观众踊跃参与，汇聚来自全球航运上下游产业链的80余家头部企业代表，在诗意夜景中开启高效务实的产业深度对话，共同探索航运业市场化合作 新范式。 图为"海河仲夏夜"商务沙龙活动现场 创新机制推动跨界交流 沙龙创新采用"主题圆桌+观察员+自由洽商"模式，设置新航线新机遇、货主船东、数字航运等12张主题圆桌，搭建供需对接平台。组委会依托会前调研的 企业需求，为企业量身定制洽商场景、同桌伙伴，由天津市、区相关职能部门工作人员担任各圆桌观察员，化身"服务员、记录员、信息员"全程参与。 沙龙与航运展同期 ...

Group 1 - The signing of multiple important agreements at the Tianjin International Shipping Industry Expo, with a total value of 1.96 billion RMB, aims to inject strong momentum into the construction of the Northern International Shipping Hub in Tianjin [1] - Shandong Shengrun Shipping Co., Ltd. will establish a shipping subsidiary in Tianjin, marking the city's first professional ocean refrigerated shipping company, with plans to invest approximately 360 million RMB in four advanced refrigerated ships by 2025 [2] - Ping An International Financial Leasing (Tianjin) Co., Ltd. will increase its investment in Tianjin by 1.6 billion RMB by 2025, actively exploring ship leasing business in the East Jiang Comprehensive Bonded Zone [2][3] Group 2 - A collaborative memorandum was signed by the Tianjin Maritime Bureau, Tianjin Port and Shipping Administration, East Jiang Comprehensive Bonded Zone Management Committee, and China Classification Society Tianjin Branch to streamline ship registration processes, allowing for "one application, multiple certificates" [4] - The new approval process is expected to speed up by 70%, significantly reducing the time required for businesses to obtain necessary ship operation certificates [5] - The four parties will focus on enhancing domestic ship transfer efficiency, optimizing foreign ship import procedures, addressing policy restrictions on oversized ship introductions, and innovating ship financing leasing services [6] Group 3 - The collaborative efforts aim to create a better environment for shipping operations, attract shipping elements to Tianjin, and contribute to national strategic goals and regional economic development [7][9] - The signing marks a significant and innovative step in Tianjin's journey to establish itself as a core area for international shipping in the North, with ongoing efforts to optimize the business environment and enhance service efficiency [9]

记者 杜晨薇 浦东已集聚航运全产业链企业1万余家，其中高端航运服务企业约3000家，已超越生产型航运中心 阶段，正在从服务型国际航运中心向治理型国际航运中心稳步转型。 昨天的2025浦东航运高质量发展大会上，浦东新区航运办发布"浦东新区航运高质量发展十条支持 举措"，并发布《浦东新区高端航运服务业发展蓝皮书》与行业相关规划，为浦东航运产业新一轮发展 奠定基础。 围绕打造航运人才发展高地，浦东新区将支持船长、轮机长落户，加大力度引进航运"领军型""紧 缺型"人才，推荐参评浦东"明珠人才"，给予最高200万元奖励。对航运人才给予安居、教育、医疗、出 入境等全生命周期服务，支持高端航运人才境内外专业培训，给予一定资金支持。 当天，浦东新区规划设计研究院发布了浦东新区物流供应链空间与产业发展规划研究成果。规划提 出构建"三大门户物流枢纽""七大区域物流中心""N个骨干物流节点"三级物流枢纽体系，推动浦东物流 供应链产业提速发展。其中，三大门户物流枢纽即外高桥国际门户物流枢纽、东方枢纽跨境门户枢纽、 临港全球分拨枢纽；七大区域物流中心为金桥智造物流中心、张江科创物流中心、康桥智造物流中心、 川合商贸仓配中心、惠南商贸仓 ...

分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 证券研究报告 | 策略点评 2025 年 06 月 13 日 投资要点 行业涨跌情况：今日申万一级行业除石油石化、国防军工、公用事业等三个 行业上涨外，其余全部下跌，美容护理、传媒、食品饮料、轻工制造、医药 生物、汽车等行业领跌。 板块涨跌情况：今日涨幅居前概念板块为油气开采、天然气、航运精选、军 工信息化、航母、黄金珠宝、深海科技、中船系、商业航天、军民融合、大 飞机、通用航空、中航系、培育钻石、十大军工集团等板块。 投资策略研究 粤开市场日报-20250613 今日关注 指数涨跌情况：今日 A 股主要指数多数收跌。截止收盘，沪指跌 0.75%，收报 3477.00 点；深证成指跌 1.10%，收报 10122.11 点；科创 50 跌 0.51%，收报 972.94 点；创业板指跌 1.13%，收报 2043.82 点。总体上，全天个股跌多涨 少，Wind 数据显示，全市场 4474 只个股下跌，847 只个股上涨，92 只个股收 平。沪深两市今日成交额合计 14672 亿元，较上个交易日放量 19 ...

以色列对伊朗的打击引发航运业对中东关键水道的担忧。此次空袭标志着该地区紧张局势的重大升级， 全球石油供应和贸易命脉正面临前所未有的威胁。 周五凌晨，以色列袭击了伊朗境内包括核设施与军事基地在内的主要目标，此举不仅激化矛盾，更可能 招致不可避免的报复。德黑兰已明确警告邻国将为此付出"非常沉重的代价"。 "若伊朗通过强制关闭海峡扩大报复范围，影响将极其严重，"安全咨询公司Risk Intelligence首席执行官 汉森（Hans Tino Hansen）警告。Rystad Energy分析师莱昂（Jorge Leon）预估，若伊朗中断海峡石油运 输并袭击地区原油设施或美军资产，市场反应或呈"灾难性"，油价可能暴涨20美元以上。 周五的袭击将推高船舶通行安全保障服务的需求。德鲁里海事服务总监克里希纳（Jayendu Krishna）指 出，中东占全球干散货贸易逾10%，涉及矿石等大宗商品运输，"往返中东的额外战争风险溢价将急剧 攀升，供应链调整需要时间"。 局势恶化速度令航运业猝不及防。至少两家安全风险与危机管理公司正敦促商船采取额外防护或彻底避 开该区域。 据彭博获取的EOS Risk Group警报，进入以色 ...

Core Viewpoint - The shipping industry in Tianjin's Heping District is experiencing significant growth, with a complete industrial system and a high concentration of shipping-related enterprises, making it a key driver for high-quality development in the region [1][3][4]. Group 1: Industry Growth and Economic Impact - Heping District hosts over 1,100 shipping-related companies, with projected revenue exceeding 19 billion yuan in 2024, marking a 30% increase [1]. - Tianjin Tiyang International Logistics Co., Ltd. reported a revenue of over 58 million yuan from January to May 2025, reflecting a nearly 17% year-on-year growth [1]. - The shipping service industry in Heping District is expected to grow by nearly 50% in 2024 [6]. Group 2: Historical Context and Development - The shipping service industry in Heping District has historical roots dating back to the 19th century when Tianjin was opened as a commercial port, leading to the establishment of various shipping institutions [3]. - The area known as "Oriental Wall Street" has a rich financial service history, contributing to the development of high-end business buildings that support shipping enterprises [3]. Group 3: Strategic Initiatives and Collaborations - A strategic cooperation framework agreement was signed among Heping District, Tianjin Port Group, and Sea丰 International Holdings to enhance collaboration and develop a demonstration zone for integrated port-industry-city development [3]. - The district is focusing on creating an end-to-end comprehensive transportation service system, promoting digitalization and financial specialization in shipping products [4]. Group 4: Events and Networking - The third Tianjin International Shipping Industry Expo opened on June 12, 2023, showcasing diverse achievements and innovative models from local shipping companies, facilitating resource connections within the industry [6].