新华社记者魏弘毅、叶昊鸣 新华社北京5月29日电 题：勇当交通强国建设的开路先锋——五位交通运输领域代表讲述奋斗故事 向高精尖领域探索、向远洋挺进、在边疆志做"人民信使"……他们，是交通强国建设征程中的开路先锋。 在国新办5月29日举行的"新征程上的奋斗者"中外记者见面会上，5名交通运输领域代表围绕"加快建设交通强国 勇当开路先锋"主题进行交流， 分享鲜活故事。 5月29日，国务院新闻办公室在北京举行"新征程上的奋斗者"中外记者见面会，交通运输领域代表围绕"加快建设交通强国 勇当开路先锋"与中 外记者见面交流。新华社记者 潘旭 摄 谈起冻土公路建设，交通运输部公路科学研究院基础研究创新中心副主任田波如数家珍。 田波将青藏高原的多年冻土比作"芝麻糊"。如何在"芝麻糊"上修筑坚实公路？经过多年攻关，他带领团队攻克了多年冻土区公路路基修筑等关 键技术。 常年与高原相伴，田波戏称自己为"野牦牛"。从事科研20年，凭着一股牛劲，田波获得国家科技进步奖二等奖1项、授权国家发明专利64项， 多项成果填补国内空白。 正如人需要定期体检，工程为了安全发挥效益，也需持续检修。长江三峡通航管理局通航工程技术中心主任李然，就是保障三 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The overall EC market showed a volatile downward trend [9]. - Spot prices in May averaged between 1700 - 1800 $/FEU, with a slight decline compared to early May. Affected by Sino - US tariff negotiations and demand recovery on the US route, airlines attempted to raise June freight rates on the European route. Market sentiment was influenced by shipping companies' price adjustments [10]. - The strategy is to gradually take profit on long positions and arbitrage [11]. 3. Summary by Relevant Catalogs Shipping Derivatives Data - **Freight Rate Index**: The Shanghai Export Container Freight Index (SCFI) was at 1586, up 7.21% from the previous value; the China Export Container Freight Index (CCFI) was at 1107, up 0.23%. Rates on different routes had varying changes, such as a 5.95% increase on the SCFI - US West route and a - 1.44% decrease on the SCFIS - Northwest Europe route [5]. - **Contracts**: For contracts like EC2506, EC2508, etc., most showed a decline. For example, EC2506 was at 1773.0, down - 0.51% from the previous value [5]. - **Positions**: Positions of different contracts also changed. For instance, EC2506's position decreased by 1440 to 15946 [5]. - **Monthly Spreads**: The 10 - 12 monthly spread was 600.1, down 65.0 from the previous value [5]. Spot Market - **May Spot**: The average price in May was between 1700 - 1800 $/FEU, with a slight decline compared to early May [10]. - **June Price Adjustments**: Affected by Sino - US tariff negotiations and demand recovery on the US route, airlines tried to raise June freight rates on the European route. Some shipping companies made price adjustments, such as CMA reducing prices in early and mid - June, and Maersk adjusting prices on different routes [10]. Market Conditions - **Overall Trend**: The market was in a volatile downward trend. After the Sino - US negotiation results exceeded expectations, contracts first rose rapidly and then returned to fundamental games, with overall volatility this week [9][10]. - **Contract Focus Shift**: As the June pricing became clearer, the market started to focus on the more certain 06 contract, and the spread between the 6 - 8 contracts began to shrink [10]. Trade News - China will reduce tariffs on US goods from 125% to 10% for 90 days, and the US will reduce tariffs on Chinese goods from 145% to 30% for 90 days [6]. - US President Trump said the US may unilaterally set new tariff rates for many trading partners in the next two to three weeks [7]. - The fourth round of Japan - US tariff negotiations is scheduled for the 30th [8]. - Trump threatened to impose a 50% tariff on the EU starting from June 1st [8].

黑色产业日报 ◆ 双焦 焦煤：供应方面，国内主产区煤矿生产维持常态化，但受市场悲观情绪 产业服务总部 黑色产业团队 简要观点 ◆ 螺纹钢 周三，螺纹钢期货价格继续偏弱运行，杭州中天螺纹钢 3110 元/吨，较 前一日下跌 10 元/吨，10 合约基差 146（+6）。基本面方面，螺纹钢表 需回落，需求开始季节性走弱，而当下钢厂利润尚好，主动减产意愿不 足，螺纹即将进入累库周期，同时随着原料价格下跌，钢材成本中枢下 移。后市而言：估值方面，目前螺纹钢期货价格已经低于长流程成本，静 态估值处于偏低水平；驱动方面，政策端，中美贸易环境改善，近期国内 出台大规模财政刺激政策概率较小，产业端，现实供需转向宽松，短期 在低估值背景下，预计价格震荡偏弱运行。(数据来源：同花顺 iFinD， Mysteel) ◆ 铁矿石 周三，铁矿石盘面震荡运行，主要受出口热度下降和煤炭阴跌影响。现 货方面，青岛港 PB 粉 732 元/湿吨（-1）。普氏 62%指数 96.9 美元/吨 （+0.45），月均 99.35 美元/吨。PBF 基差 75 元/吨（-1）。供给端： 最新澳洲巴西铁矿发运总量 2,729.10 万吨，环+23。45 ...

Core Insights - The 2025 Maritime Silk Road Port Cooperation Forum held in Ningbo, Zhejiang, focused on "Green Sharing and Smart Connectivity," attracting over 900 institutions and more than a thousand guests from over 40 countries and regions [1] Shipping Industry Overview - The "2024 China Port Operation Analysis Report" indicates that the global shipping market's total capacity will reach 2.34 billion deadweight tons in 2024, a year-on-year increase of 3.4%, maintaining the same growth rate as 2023 [2] - China's foreign trade shipping volume accounts for 31.3% of the world's total in 2024, up by 1.0 percentage points from 2023, with significant increases in the shares of iron ore, coal, crude oil, and containers [2] Port Evaluation - The "World-Class Port Comprehensive Evaluation Report (2025)" categorizes top ports into "World Leading" and "World Frontline," with Singapore, Shanghai, and Ningbo-Zhoushan ports in the leading category, and Ningbo-Zhoushan port making significant progress [3] Collaborative Initiatives - A joint statement from over 40 countries emphasizes the need for the shipping industry to enhance resilience in logistics chains through high-quality development, innovation, and sustainable practices [3][4] Financial Services in Shipping - The "Financial Empowerment and Port-City Integration" forum discussed enhancing the shipping financial system and services, highlighting the importance of financial support for traditional industry transformation [5] - The Shanghai International Energy Exchange (INE) launched the container index futures, providing a tool for managing price risks for trade export enterprises [6][7] Future Directions - The INE aims to focus on risk prevention, market cultivation, and enriching the shipping derivatives system to enhance financial services for the shipping industry [8]

Core Viewpoint - The Hong Kong government is responding to the U.S. decision to impose port fees on Chinese shipping and logistics companies, emphasizing the need to enhance the competitiveness of Hong Kong's shipping industry and establish a dedicated agency for its development [1][2]. Group 1: Government Response and Initiatives - The Hong Kong government is closely monitoring the situation and will establish the Hong Kong Maritime and Port Development Council to support the shipping industry [1]. - Recent measures have been implemented to strengthen the resilience of the shipping industry against external challenges [1]. - The government plans to focus on four key areas: enhancing the maritime ecosystem, seizing green shipping opportunities, deepening Hong Kong's role as an international platform, and expanding domestic and international market opportunities [1][2]. Group 2: Enhancing Maritime Ecosystem - Initiatives include introducing tax incentives for commodity traders and optimizing existing tax benefits for the shipping industry, with proposals to be submitted to the Legislative Council in the first half of next year [1]. - The government will continue to provide green cash incentives for registered vessels and implement bulk registration benefits [1]. Group 3: Green Shipping Opportunities - The government has launched the "Green Marine Fuel Supply Action Plan" to position Hong Kong as a high-quality green marine fuel supply center [2]. - This initiative aims to facilitate the supply and trading of green marine fuels, aligning with international green transition trends [2]. Group 4: International Engagement - Efforts are being made to deepen cooperation with international maritime organizations, with the recent "Hong Kong Maritime Week" being the most internationalized to date [2]. - The government is actively promoting Hong Kong's advantages to attract international shipping organizations and will establish a dedicated team in the Middle East to enhance outreach [2]. Group 5: Market Expansion - The government aims to leverage Hong Kong's "internal and external connectivity" to help local shipping companies tap into mainland and international markets [2]. - Initiatives include establishing intermodal transport connections and utilizing a new port community system to improve efficiency and reduce costs for the industry [2].

Core Viewpoint - Increasing number of foreign trade export enterprises and freight forwarding companies are attempting to use futures for hedging and risk management [1][2] Group 1: Shipping Derivatives Market - Shanghai Futures Exchange (SHFE) aims to enhance the shipping derivatives system and improve financial services in the shipping sector [1] - As of April 2025, the shipping index futures have been operational for 410 trading days, with a cumulative trading volume of approximately 54.45 million contracts and a total trading value of about 4.7 trillion yuan [1] - The trading volume of shipping index futures is reported to be 6.2 times that of other global exchanges' shipping derivatives during the same period in 2024 [1] Group 2: Shipping Industry Overview - Maritime transport accounts for over 80% of global trade, with an estimated total shipping volume of approximately 12.63 billion tons in 2024 [2] - China's foreign trade volume constitutes over 30% of global shipping, with maritime transport handling 90% of China's external trade [2] - The shipping industry faces significant risks due to volatile shipping costs, which have become a major concern for industry players [2] Group 3: Future Plans of SHFE - SHFE plans to prioritize risk prevention and market regulation to ensure stable operation of the shipping index futures market [3] - The exchange will implement the "Sailing Project" to enhance market cultivation and improve the futures market's service capabilities for the high-quality development of the shipping industry [3] - Continuous efforts will be made to enrich the shipping derivatives system and elevate the level of financial services in the shipping sector [3]

Core Insights - The trade volume between China and Europe, particularly France, is showing positive growth signals despite global trade uncertainties [1][3] - HAROPA, the largest port group in France, is actively enhancing maritime trade cooperation with Chinese ports to attract investment [1][3] Trade Volume and Data - In the first four months of this year, the EU was China's second-largest trading partner, with a total trade value of 1.78 trillion yuan, an increase of 1.1% [1] - China's exports to the EU reached 1.21 trillion yuan, marking a growth of 6.1% [1] HAROPA Port Overview - HAROPA is the largest port complex in France, formed by the merger of Le Havre, Rouen, and Paris ports in 2012, and is the fourth largest port in Europe [3] - The port is projected to handle over 100 million tons of container throughput in 2024, equivalent to 3.1 million TEUs, with steady growth [3] Strategic Advantages - HAROPA ports are located in France's largest consumer distribution area, covering a population of 200 million within a 200 km radius [3] - The direct shipping route from Ningbo to HAROPA is 2-8 days faster than routes from Rotterdam and Antwerp [3] Trade Relations with China - Cargo traffic between China and HAROPA accounts for nearly 30% of the port's total container transport [4] - In 2024, the cargo volume from China to HAROPA is expected to be 570,000 TEUs, with industrial products and machinery making up 61% of imports [5] Green Port Cooperation - HAROPA and Ningbo-Zhoushan Port signed a cooperation agreement focusing on multimodal transport, green logistics, and digital transformation [6] - The partnership aims to enhance collaboration in digitalization to shorten delivery times and shift more e-commerce shipments from air to sea transport [6] Environmental Initiatives - The focus on reducing carbon emissions in the shipping industry includes optimizing fuel use and exploring LNG applications [7] - HAROPA has established charging facilities for electric energy use while docked, promoting investment in green technologies [7]

Core Viewpoint - The recent implementation of the "Implementation Opinions on High-Level Construction of 'Shipping Zhejiang'" highlights the strategic push for the construction of the Zhejiang-Jiangxi Canal, which is part of a broader initiative to enhance inland waterway transportation across China, marking the onset of a "new canal era" in the country [2][18][22]. Investment and Economic Impact - A total of over 850 billion yuan is being invested across at least eight provinces to revive inland waterway transport, with the Zhejiang-Jiangxi-Guangdong Canal alone projected to cost 320 billion yuan, surpassing the Grand Canal to become the world's longest canal [2][18]. - The construction of these canals is expected to significantly reduce transportation costs, with water transport costing only half of rail transport, one-fifth of road transport, and one-twentieth of air transport [7][21]. Project Details - The Zhejiang-Jiangxi Canal will span approximately 760 kilometers, connecting key cities in Zhejiang and Jiangxi provinces, and is seen as a monumental water transport project [1][5]. - Other notable projects include the Xianggui Canal with an investment of 150 billion yuan, the Jianghuai Canal at 95 billion yuan, and the Jinghan Canal at 74.8 billion yuan, all aimed at enhancing connectivity and economic integration [2][10]. Historical Context and Future Prospects - Historical examples, such as the Suez Canal and the Grand Canal, illustrate the transformative power of major waterway projects in reshaping trade and economic dynamics [3][4]. - The successful completion of these canal projects is anticipated to create a comprehensive water transport network across China, facilitating economic growth and regional development [22][23]. Strategic Importance - The push for canal construction is part of a broader strategy to strengthen domestic circulation and address bottlenecks in the logistics and transportation system, which currently sees a logistics cost-to-GDP ratio of 14.1% [19][20]. - The development of these canals is viewed as a critical step in establishing a robust inland waterway system that can support China's economic ambitions and enhance regional connectivity [21][22].

Core Viewpoint - The launch of the Shanghai International Shipping Sustainable Fuel Certification System marks a significant step in establishing green governance rules for international shipping in China [1] Group 1: Certification System Development - The Shanghai Maritime Bureau and Shanghai Municipal Transportation Commission have initiated the establishment of the "Shanghai International Shipping Carbon Footprint Labeling Association" to focus on sustainable fuel certification [1] - The association has developed the "Research Blue Book on the Construction of International Shipping Carbon Footprint Labeling Certification System," which outlines carbon emission accounting paths across various stages including fuel raw material collection, production, transportation, and onboard usage [1] Group 2: Alignment with International Standards - The blue book aligns with international policies and certification systems from the IMO and the EU, proposing a unified and efficient certification system framework that is compatible with global standards [1] - The initiative aims to create a low-carbon governance system in shipping that has global influence, referred to as the "Shanghai Plan" [1] Group 3: Technological Support and Implementation - The certification system will leverage information technologies such as blockchain to build a data collection and verification platform for the entire lifecycle of fuel [1] - The association plans to complete the core system design and enter a trial operation phase by the end of this year [1]

Core Insights - The Tianjin Shipping Index (TSI) reflects the price fluctuations in the shipping market of Tianjin and northern regions, derived from the Northern International Container Freight Index (TCI), Northern International Bulk Freight Index (TBI), and Coastal Container Freight Index (TDI) [2][3] Group 1: Container Shipping Market - The Northern International Container Freight Index (TCI) has been continuously rising, driven by increased shipments from U.S. factory traders and a significant recovery in market volume, leading to tight shipping capacity and substantial price increases. The TCI for routes from Tianjin to the U.S. West and East coasts rose by 14.32% and 11.93% week-on-week, respectively [2] - As of May 16, the TCI has increased by 73.13 points, representing a cumulative growth of 6.19% [2] Group 2: Bulk Shipping Market - The Northern International Bulk Freight Index (TBI) has shown a downward trend, with grain market freight rates continuing to decline while coal and metal ore rates have fluctuated upwards. Consequently, the TBI has increased by 13.71 points, with a cumulative growth of 1.38% since May 16 [2] Group 3: Coastal Container Shipping Market - The Coastal Container Freight Index (TDI) has experienced a slight decline, with outbound freight rates remaining stable. However, inbound freight rates have decreased slightly due to factors such as heavy rainfall in southern regions affecting construction material shipments and the seasonal decline in fertilizer transport. The TDI has decreased by 1.07 points, reflecting a cumulative decline of 0.09% since May 16 [3] Group 4: Index Publication and Methodology - The Tianjin Shipping Index is published by the Tianjin International Trade and Shipping Service Center on each working day, covering 27 international shipping routes connecting Tianjin Port, Qingdao Port, Caofeidian Port, and global ports, as well as domestic shipping routes to major Chinese ports. The index is based on a reference point of 1000 established on July 16, 2010 [3]