Core Viewpoint - The construction of smart ports is a key initiative to implement the transportation power strategy and develop new productive forces, with significant achievements already made in China [1][3]. Group 1: Achievements in Smart Port Construction - China leads the world in the number of automated terminals built and under construction, mastering the entire chain of key technologies for design, construction, and operation [3]. - The operational efficiency of automated container terminals in China has set world records, with Qingdao Port achieving an average single-machine operation efficiency of 60.9 natural boxes per hour [3]. - By 2025, Tianjin Port aims for full coverage of intelligent transformation for container and bulk cargo terminals, with automation rates exceeding 88% and a 15% increase in operational efficiency [3]. Group 2: Integration of Green and Smart Technologies - The integration of green and smart technologies has become a distinctive feature of China's port development, with over 60% of container transport equipment in major international hub ports being clean [4]. - Tianjin Port's wind power project can meet 60% of the port's energy needs, and its container terminal has achieved 100% use of new energy handling vehicles [4]. - Innovations such as the intelligent unlocking station and the new generation of container terminal control systems have been successfully implemented, enhancing operational efficiency and safety [4]. Group 3: Collaborative Efforts and Future Directions - Industry leaders emphasize the importance of collaboration in overcoming challenges and advancing towards a new stage of "full-domain intelligence" in smart port construction [6][10]. - Future efforts should focus on data governance, deepening AI and digital twin technology applications, and addressing core technology and cybersecurity risks [10]. - The signing of the "AI + Port" cooperation memorandum highlights the commitment to collaborative innovation and talent development in the industry [8].

Core Viewpoint - Shandong Port Qingdao Port has achieved significant recognition in the field of artificial intelligence applications in transportation, winning two awards at the first "AI Navigation Cup" national competition, highlighting its leading capabilities in smart port construction and innovation [1][2]. Group 1: Award Achievements - The project "Research and Application of Safety Protection Technology for Gantry Crane Grab Operation Based on CV Large Model" won the first prize, focusing on enhancing safety in large port machinery operations through intelligent perception and risk identification [2]. - The project "Research and Demonstration of L4 Level Unmanned Driving Container Transport System Based on Multi-source Fusion Positioning" received the third prize, addressing automation challenges in port horizontal transportation with high-precision positioning technology [2]. Group 2: Technological Innovations - The gantry crane project effectively improves the safety and efficiency of bulk cargo operations, representing a breakthrough in the application of artificial intelligence in port safety production [2]. - The unmanned driving project successfully enables safe, efficient, and stable operation of unmanned vehicles in complex port environments, providing a practical example for scalable and replicable container transfer solutions [2]. Group 3: Future Development Plans - Shandong Port Qingdao Port plans to increase investment in technological research and development, promoting broader innovation and application of new information technologies such as artificial intelligence, big data, and the Internet of Things in the maritime sector [2]. - The goal is to establish a more influential benchmark for smart green ports, contributing significantly to the construction of a strong transportation and maritime nation [2].

一、并购重组 5、炬芯科技：目前基于公司ATS308X方案的AI眼镜已正式发布了INMO及Halliday两款产品，同时公司 已有多家客户的多种类型AI眼镜方案在研发推进中。 6、天士力：全资子公司药品普佑克新增适应症获批，为国内目前唯一获批上市的重组人尿激酶原产。 7、智翔金泰：与康哲药业签订唯康度塔单抗和斯乐韦米单抗注射液商业化合作，将获得首付款、里程 碑付款约5.1亿元人民币等权益。 8、贵研铂业：拟定增募资不超过12.91亿元，用于贵金属新材料AI实验室建设项目等。 盛新锂能：拟通过全资子公司四川盛屯锂业有限公司以现金14.56亿元收购四川启成矿业有限公司21% 股权。交易完成后，盛新锂能将直接持有启成矿业70%股权，启成矿业及其控股子公司雅江县惠绒矿业 有限责任公司将纳入合并报表范围。 二、投资合作、经营状况 1、鼎信通讯：公司与阿里平头哥公司签署授权协议，平头哥公司仅将其拥有的E801/E802/E803技术使 用权授权给本公司。 2、鼎通科技：三季度订单饱和，公司液冷产品主要用于对连接器和光模块信号传递接触面进行散热处 理。公司主要客户为安费诺、莫仕、泰科、立讯精密等，已收到客户通知，同步对Ca ...

"滴滴——"伴随着轮船鸣笛声，又一艘满载汽车的轮船停靠在上海外高桥（600648）码头。这批汽车将 在此"稍作休整"，在几个小时后经由外贸船只运往世界各地。 2024年，这座全国最大的单一整车滚装码头，连同临港新片区南港码头，共同创下了超166万辆汽车出 口的亮眼成绩，同比增长26.6%，而经由上海口岸出口的汽车，更是占据了全国近四成的份额。 日前，《金融时报》记者跟随"活力中国调研行"上海主题团，近距离观察庞大出口量背后，创新与便利 化举措如何为上海外贸注入源源不断的动力。 走进外高桥港区海通码头，首先映入眼帘的便是整齐排列的汽车方阵，从自主品牌到合资车型，各色车 辆有序停放，等待着开启远洋旅程。 与此同时，畅通运输"绿色"通道。通过海关监管政策与海通码头的高效协同，出口汽车可以在企业所属 地办理报关手续，经内贸船运抵外高桥港区后，即可办理查验放行手续，搭载远洋滚装轮离境。 这不仅是智慧港口的缩影，更是上海外贸高质量发展的有力证明。 在另一边的上海临港（600848）新片区南港码头，亦是一派繁忙景象。数据显示，2025年1-7月，南港 实现外贸汽车进口38573辆，同比增长18%；出口315640辆，同比增 ...

Core Insights - The article highlights the transformation of Rizhao Port into a smart port through technological innovation, achieving increased throughput, efficiency, and green transition during the 14th Five-Year Plan period [1][2][3] Group 1: Smart Port Transformation - Rizhao Port has implemented a fully automated container terminal that allows one operator to control ten rail-mounted gantry cranes, increasing efficiency by 50% [1] - The port has adopted an innovative open-side automation scheme to reduce transformation costs and has eliminated the need for safety personnel by utilizing "5G + Beidou" technology for precise positioning [2] - The integration of "Beidou + 5G" with the domestic Terminal Operating System (TOS) has achieved centimeter-level operational precision, enabling full automation from unloading to yard management [2] Group 2: Industrial and Green Empowerment - Rizhao Port is transforming port traffic into industrial growth by integrating logistics and reducing raw material transportation costs, aiming to increase the share of port-related industrial output from 80% in 2023 to 85% in 2024 [3] - The port has developed advanced industrial clusters in steel, automotive, and grain processing, and established high-level platforms such as a national comprehensive bonded zone [3][4] - The introduction of fully automated grain unloading machines has significantly improved unloading efficiency and reduced carbon emissions, showcasing the port's commitment to green development [4] Group 3: Social Responsibility and Investor Returns - Rizhao Port emphasizes social responsibility by engaging in community projects and supporting educational initiatives, such as building "Hope Houses" for underprivileged children [4] - The company has implemented targeted training programs to help employees transition to new roles in automation, ensuring a smooth workforce adjustment [5] - The port has maintained a stable dividend policy, with cash dividends increasing from 16.67% to 40.39% of net profit, reflecting its commitment to shareholder returns [6]

走进日照港（600017）顺岸开放式全自动化集装箱码头，智能导引运输车沿着预设路线平稳穿梭。远控 中心内，操作员轻点鼠标，岸桥便借助"北斗+5G"技术实现厘米级精度装卸——这是"十四五"期间日照 港以科技创新重塑港口运营模式的生动缩影。 近日，中国证券报记者在日照港实地调研发现，依托技术突破、产业协同与责任担当，日照港在"十四 五"期间交出了一份吞吐量攀升、效率提升、绿色转型的亮眼答卷，为港口行业高质量发展提供了新路 径。 科技硬核破局 树行业转型标杆 "现在一个人通过远控系统能操控10台轨道吊，单机平均效率提升了50%。"在日照港顺岸开放式全自动 化集装箱码头远控中心，工作人员向记者展示了自动化轨道吊的作业流程。 日照港顺岸开放式全自动化集装箱码头破解了传统码头改造升级、无人集卡"去安全员"等世界级难题， 成为传统港口向智慧港口转型的标杆。 据介绍，对于新建全自动化集装箱码头的高成本难题，日照港打开了传统码头改造升级的新思路，摒弃 常规垂直布局，创新采用顺岸开放式方案，让自动化轨道吊"少跑路"、集卡车"自由行"，大幅降低改造 成本；针对无人集卡车安全运营痛点，通过"5G+北斗"实现精准定位与车路协同，搭配自 ...

在全球港口前十版图上，中国港口早已占据半壁江山，但能连续16年保持绝对领先的，唯有宁波舟 山港。 这座由宁波港和舟山港整合而成的港口巨无霸，藏着怎样的发展密码？ 翻开中国海岸线地图，宁波舟山港的位置堪称上帝视角的杰作，地处中国大陆海岸线中部，恰好落 在"丝绸之路经济带"和"21世纪海上丝绸之路"的交汇点，左手挽着长三角经济圈的产业集群，右手连着 太平洋主航道的全球贸易网，区位优势得天独厚。 更难得的是大自然的馈赠，核心港区主航道水深在22.5米以上，30万吨级巨轮可自由进出港，40万 吨级以上超级巨轮可候潮进出，既是中国超大型巨轮进出最多的港口，又是世界上少有的深水良港。 "凡中国之贾，高丽与日本诸蕃之至中国者，惟庆元(宁波旧名)得受而遣焉。"回溯历史，宁波港曾 是中国最古老繁忙的港口之一，南宋时更被钦定为江南唯一连通国内外商贸的枢纽。 如今，这份历史荣光被赋予新的内涵。 2015年，宁波港与舟山港正式一体化整合，打破两港此前因腹地重叠、功能相似陷入的同质化竞 争。通过科学规划，两港形成错落有致的分工体系，在"同频共振、各司其职"中释放出"1+1＞2"的能 量，2017年便成为全球首个年货物吞吐量突破10亿吨 ...

来源：新浪证券-红岸工作室 9月4日，青岛港跌1.48%，成交额3.93亿元，换手率0.84%，总市值560.83亿元。 异动分析 高股息精选+航运概念+中韩自贸区+一带一路+华为概念 1、青岛港最近3年的股息率分别为：4.80%，4.74%，3.45% 2、公司主要从事集装箱、金属矿石、煤炭、原油等各类货物的装卸和配套服务、物流及港口增值服 务、港口配套服务、金融服务等。 3、青岛地处山东半岛，离韩国的距离很近，并且青岛进出口企业与韩国有往来，中韩自贸协议的签 署， 青岛港区位于中国环渤海地区港口群及长江三角洲港口群的中心地带,占有东北亚港口沿线的中心 位置，给青岛港带来利好 4、公司作为百年老港、"一带一路"的重要节点以及世界第七大港青岛港区的唯一综合运营商，近年来 经营业绩表现良好，收入及盈利规模稳步增长。 5、华为与青岛港签合作协议，在国内主要大港加速拓展智慧港口业务 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-424.75万，占比0.01%，行业排名19/35，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-1.02亿， ...

Core Viewpoint - The development of the Caofeidian Port is crucial for enhancing China's maritime economy and achieving high-quality development, as emphasized by the Central Financial Committee's meeting on July 1 [1]. Group 1: Port Development and Efficiency - Caofeidian Port has established 105 productive berths, with nearly 40,000 ships entering and leaving annually, and a throughput exceeding 500 million tons [2]. - The port has implemented measures to improve operational efficiency, including reducing inspection times for ships by 35 minutes and cutting the approval time for sea area usage rights from 117 days to 73 days, achieving a 38% efficiency increase [1]. - The introduction of an integrated intelligent command platform has led to a 30% overall increase in navigation efficiency and a 15% reduction in channel conversion time [8]. Group 2: Challenges in Navigation and Safety - The port faces challenges such as traffic congestion and information barriers due to the coexistence of 18 terminal owners, which complicates the management of navigation resources [3]. - Traditional vessel traffic systems are limited in their ability to provide real-time data, leading to inefficiencies and potential safety risks [3]. - The port's navigation environment is complex, with varying weather conditions affecting operations, necessitating differentiated management measures [11]. Group 3: Technological Innovations and Solutions - The port has developed a smart traffic organization system that integrates various data sources to enhance operational coordination and safety [4][5]. - A new algorithm for dynamic scheduling of vessel traffic has been implemented, considering multiple factors to optimize port operations [5]. - The establishment of a meteorological information linkage mechanism aims to improve weather forecasting and response capabilities, addressing the challenges posed by extreme weather conditions [13][15]. Group 4: Future Initiatives and Goals - The maritime authority plans to conduct a one-year trial for the rationality and feasibility of the newly defined meteorological service zones before official implementation [18]. - A tiered risk warning indicator system is being developed to provide timely weather alerts tailored to specific operational needs, enhancing the port's ability to mitigate the impacts of extreme weather [18]. - The ongoing collaboration with various stakeholders aims to establish a world-class port through precise management and development services [19].

Core Insights - Tianjin Port has achieved a leading position globally with its "smart zero-carbon" terminal, utilizing fully automated operations and advanced technologies to enhance efficiency and reduce carbon emissions [1][2]. Group 1: Operational Efficiency - The Tianjin Port's second container terminal recorded a historical peak operational efficiency of 329 boxes per hour during docked operations and 416 boxes per hour at peak times [2]. - From January to May this year, the port handled a cargo throughput of 207 million tons, marking a year-on-year increase of 1.1%, and a container throughput of 9.931 million TEUs, reflecting a growth of 3.7% [2]. Group 2: Environmental Sustainability - The terminal operates on a "wind-solar-storage" integrated green energy system, achieving 100% electricity usage from renewable sources, resulting in zero carbon emissions throughout its operations [2]. - International journalists have expressed admiration for the port's zero carbon emissions and advanced technology, highlighting its leadership in sustainable port operations [2][3]. Group 3: International Relations and Perception - As an international hub, Tianjin Port maintains close shipping ties with numerous countries, showcasing China's technological prowess and economic vitality during the Shanghai Cooperation Organization (SCO) summit [3]. - Journalists from various countries have noted the impressive scale and efficiency of the port, emphasizing its role in enhancing international cooperation and regional development [3].