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]

Core Viewpoint - The forum held on May 23, 2025, focused on promoting high-quality risk management development in the shipping industry, highlighting the importance of financial markets in supporting the growth and risk mitigation of the shipping sector [1][2]. Group 1: Development of Shanghai International Shipping Center - The healthy and stable development of the shipping industry is a crucial driver of global economic growth, with Shanghai's international shipping center progressing from "basically completed" to "fully completed" over the past two decades [2]. - Continuous efforts have led to the enhancement of Shanghai's sea and air hub capabilities, breakthroughs in the green and digital transformation of the shipping industry, and improvements in shipping service capabilities [2]. Group 2: Role of Futures Market - The introduction of the container shipping index (European line) futures has provided an efficient risk hedging tool for shipping companies, demonstrating its advantages during market fluctuations such as the Red Sea incident [2]. - As of April 30, 2025, the shipping index futures have operated smoothly for 410 trading days, with a cumulative trading volume of approximately 54.45 million contracts and a cumulative trading amount of about 4.7 trillion yuan [2]. - The trading volume of shipping index futures in 2024 was approximately 6.2 times that of other global exchanges' shipping derivatives during the same period, indicating significantly higher activity levels [2]. Group 3: Price Discovery and Risk Management - The price difference for the seven contracts of the container shipping index futures that have been delivered is controlled within 1%, showcasing the effectiveness of the price discovery and hedging functions of the index futures [3]. - A private foreign trade enterprise managed to offset shipping cost increases and reduce actual costs by participating in shipping index futures for hedging during tense situations in the Red Sea [3]. Group 4: Future Integration of Finance and Shipping - The deep integration of finance and shipping is expected to yield significant benefits, with ongoing collaboration between the China Shipowners' Association and Shanghai Futures Exchange to promote risk management capabilities in the industry [4]. - The Shanghai Shipping Exchange is enhancing its promotional efforts for indices and derivatives in major port cities, aiming to support the transition from traditional capacity competition to comprehensive risk management capability competition [4]. Group 5: Recommendations for Future Development - The China Shipowners' Association plans to continue acting as a bridge to help shipping companies understand and utilize futures tools effectively, while exploring innovative tools and service models [4][5]. - Suggestions include developing more regionally tailored derivative tools, enhancing industry training and market communication, and exploring integrated services that combine futures with logistics and insurance for comprehensive risk management [5].

Group 1 - The meeting emphasized the importance of implementing Xi Jinping's recent important speeches and directives, focusing on high-quality development and project construction to stimulate innovation and entrepreneurship in Wuhan [1][2] - The city aims to build a nationally influential technology innovation hub, promoting deep integration of technological and industrial innovation, particularly in the integrated circuit sector [2] - The construction of the Wuhan Yangtze River Midstream Shipping Center is highlighted as a significant political responsibility and development task, with a focus on creating a modern international logistics system [2]

Core Viewpoint - The construction of the Wuhan Yangtze River Midstream Shipping Center is emphasized as a significant action to implement the important speeches of General Secretary Xi Jinping, aiming to enhance the logistics support for domestic and international dual circulation [1][2]. Group 1: Development Strategy - The government aims to transform Wuhan's transportation advantages into a dual circulation hub, supporting the construction of a strategic fulcrum for the province [1]. - The focus is on enhancing the hub's capabilities by improving the shipping capacity of the Yangtze and Han rivers, promoting standardized waterways, and modernizing container port areas [2]. Group 2: Logistics and Transportation Efficiency - There is a strong emphasis on increasing transportation efficiency through integrated management of regional port terminals and the development of direct shipping routes, intermodal transport, and cost-effective logistics systems [2]. - The initiative aims to foster inter-city cooperation among urban clusters along the Yangtze Economic Belt, creating a modern logistics system characterized by low costs and high efficiency [2]. Group 3: Shipping Industry Development - The strategy includes promoting the integrated development of ports, industries, and cities, enriching the shipping service industry, and establishing a shipping industry cluster [2]. - The government plans to enhance service functions by developing a "single window" for international trade and strengthening public service platforms related to shipping transactions and financial services [2]. Group 4: Collaborative Mechanism - A call for a strong collaborative mechanism is made, emphasizing the need for planning guidance, resource integration, project support, and policy assurance to build a powerful synergy for the shipping center [2].

多措施巩固提升香港航运业务 得益于香港国际航运中心地位和国际航空枢纽，香港发展数字贸易和跨境电商有天然优势。在李家超此前发布的施政报告中，曾就巩固提升香港国际航运中心地位 和国际航空枢纽提出多项措施。 重磅发声。 5月24日，香港特区行政长官李家超在"购在中国·2025大湾区消费季"启动仪式上致辞。 李家超 表示，将会善用香港优越的地理位置，以及一流的运输物流基建设 施，将香港打造成为区内的跨境电商物流配送中心。同时，会扩展 "BUD专项基金"下电商易计划的资助范围，涵盖更多地区。 李家超：将香港打造成为区内的跨境电商物流配送中心 李家超表示，粤港澳大湾区人口超过8600万，生产总值超过14万亿元人民币，不仅是国家开放程度最高、经济活力最强的区域之一，其蓬勃发展的消费市场也为国 家构建新发展格局提供了重要支撑。数字贸易是大湾区的优势产业，为大湾区的高质量发展带来庞大机遇。香港是国际金融、航运、贸易中心，也是粤港澳大湾区 的中心城市之一。香港特区政府正积极发挥"一国两制"下背靠祖国、联通世界的独特优势，推动数字贸易发展。 李家超还表示，香港特区政府会善用香港优越的地理位置，以及一流的运输物流基建设施，将香港打造 ...

记者从民航局了解到，4月，民航运输生产规模保持良好增势，全国民航完成运输总周转量129.3亿吨公 里、旅客运输量6093.0万人次、货邮运输量79.9万吨，分别同比增长13.7%、8.9%、16.8%。国内客运、 货运规模增速较一季度均实现提高，国际客运规模连续两个月高于2019年同期水平，国际货运规模同比 大幅增长。 货运方面，4月全行业货邮运输量增速较一季度提升了5.1个百分点。其中，国内航空货运规模增速提 升，共完成货邮运输量44.7万吨，同比增长10.2%，增速较一季度提高4.5个百分点。国际航空货运规模 保持高速增长，共完成货邮运输量35.3万吨，同比大幅增长26.3%。 数据显示，1至4月，全国民航共完成运输总周转量515.2亿吨公里，同比增长11.2%。其中，国内、国际 航线分别完成326.2亿吨公里、189.0亿吨公里，分别同比增长4.2%、26.1%。全国民航共完成旅客运输 量2.47亿人次，同比增长5.8%。其中，国内、国际航线分别完成2.21亿人次、2533.9万人次，分别同比 增长3.5%、31.9%。全国民航共完成货邮运输量304.2万吨，同比增长13.0%。其中，国内、国际航线分 ...

Core Insights - The Shanghai Futures Exchange (SHFE) has reported that the trading volume of shipping index futures has reached approximately 54.45 million contracts as of April 30, 2024, with an average daily trading volume of about 130,000 contracts [1] - The total trading value of shipping index futures is around 4.7 trillion yuan, translating to an average daily trading value of approximately 11.4 billion yuan [1] - In 2024, the trading volume of shipping index futures is 6.2 times higher than that of similar shipping derivatives on other global exchanges, indicating significantly higher activity levels compared to foreign counterparts [1] Summary by Category Trading Volume and Activity - As of April 30, 2024, the cumulative trading volume of shipping index futures is approximately 54.45 million contracts [1] - The average daily trading volume stands at about 130,000 contracts [1] Trading Value - The cumulative trading value of shipping index futures is around 4.7 trillion yuan [1] - The average daily trading value is approximately 11.4 billion yuan [1] Comparative Analysis - The trading volume of shipping index futures in 2024 is reported to be 6.2 times that of similar products on other global exchanges, showcasing a much higher level of market activity [1]

Group 1 - The core viewpoint of the news is that the China-South Korea Free Trade Zone concept has experienced a significant decline, with a drop of 3.07%, placing it among the top losers in the concept sector [1][2] - Within the China-South Korea Free Trade Zone concept, stocks such as Lianyungang and *ST Jinguang hit the daily limit down, while Qingdao King, Qingdao Port, and Rizhao Port saw notable declines [1][2] Group 2 - The China-South Korea Free Trade Zone concept faced a net outflow of 454 million yuan from major funds today, with 13 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was Qingdao King, which saw a net outflow of 260 million yuan, followed by Lianyungang and Rizhao Port with net outflows of 115 million yuan and 29 million yuan, respectively [2]

5月23日，在由上海期货交易所（下称："上期所"）和中国金融期货交易所（下称："中金所"）共同主 办的2025上海衍生品市场论坛（下称："上衍论坛"）上，上海航交所副总裁顾云凤在航运服务分论坛上 表示，欧线集运指数期货成交量居全球航运指数衍生品交易量的首位。 国际航运市场运价波动剧烈，对航运公司和相关企业都带来巨大风险。顾云凤表示，航运业是国际贸易 发展的重要保障，担负着保障货物贸易和国际物流供应链畅通的重要使命。因此，市场迫切需要航运指 数期货等风险管理工具帮助航货企业有效应对市场不确定性，保障供应链安全、稳定。 顾云凤介绍称，截至2025年4月30日，欧线集运指数期货总成交金额人民币4.7万亿元，日均成交金额人 民币115亿元，成交量居全球航运指数衍生品交易量的首位。 顾云凤进一步表示，近年来，上海期货交易所通过产品创新、服务优化、风险管理等多维度举措，提升 我国在全球大宗商品和服务市场的定价能力，持续助力服务实体经济的高质量发展。2023年8月，以上 海航交所发布的上海出口集装箱结算运价指数为标的的欧线集运指数期货，在上海期货交易所旗下的上 期能源中心上市交易，填补了中国航运期货衍生品市场的空白。 "上 ...

证券代码： 002401 证券简称：中远海科 中远海运科技股份有限公司 投资者关系活动记录表 编号：2025-05-22 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □ 新闻发布会 □路演活动 □ 现场参观 □其他 （） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 22 日 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 董事长、总经理王新波，独立董事张志云，总会计师、董事会秘 书俞建忠 投资者关系活动 主要内容介绍 1、1.002401 实施业务转型与预期相比有哪些差距？2025 年船 视宝等数字新业态预计占收入多大比例？2.上海船运所高管是 否有调整？3.上海船运所对 002401 有哪些具体科技支撑？ 船视宝平台目前是公司一个具有航运数字化转型特点的平 台产品,目前用户数量保持较好增长态势，后续公司将持续培育 优化产品核心能力，扩大产品影响力,为更多的企业提供服务。 上海船研所是公司的控股股东，长期从事国内交通运输和造 船行业的共性技术、前瞻性技术的开 ...