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 ...

美国政策引发全球航运业面临新挑战，或将迎来最艰难时刻，航运价格后续走势如何？ 相关链接 期货热点追踪 ...

Group 1 - The overall market showed limited decline today, with only 882 stocks rising while the rest fell, indicating significant volatility among individual stocks [1] - The banking and insurance sectors were the main contributors to stabilizing the index, despite the large fluctuations in individual stocks, particularly in previously hot sectors like beauty care, port shipping, and pet economy [1] - Investors are advised to be cautious about blindly chasing short-term hot stocks, as excessive speculation in concept stocks is becoming increasingly risky [1] Group 2 - The banking and insurance sectors are crucial for maintaining the index, and investors should focus more on their own stock selections rather than worrying about the overall index [2] - The market has been oscillating within the 3300 to 3400 points range since May 22, with only a slight upward shift in the index [2] - Potential sectors to watch include landscaping, which has shown some activity based on recent investment data, and certain pharmaceutical stocks that have strong performance metrics [2] - The military electronics sector, particularly those related to military-civilian integration, has shown resilience and potential for future earnings support [2]

一场关于内河航运的竞争正在悄然展开。 5月8日，浙江发布《关于高水平建设"航运浙江"的实施意见》(下称"实施意见")，提出将充分发挥内河 航运特色优势，到2035年，内河航运发展水平跻身世界先进行列。 目前，《河南省内河航道与港口布局规划修编(2025—2035年)》也正在公开征求意见阶段，明确要打通 内河航运堵点卡点，加快河南交通优势再造。 补齐最后短板。"空铁水公"综合交通体系是交通强省的重要标志。河南虽已经形成了密集的空、铁、公 路交通网络，但水运发展一直比较滞后，成为交通物流体系最后的短板，补齐水运短板会让豫货出海有 新通道。 融入长三角。河南建设内河航运的报道中，经常出现"融入长三角"等表述。其实，港口是河南对接长三 角的前沿阵地。如，来自巴西的大豆在江苏连云港经由内河转运，即可抵达河南周口中心港码头。大豆 卸船后，通过连廊管道实现离港即入厂，在生产线上变成豆粕和豆油。 高铁、高速公路四通八达的浙江、河南等经济大省，为何突然对内河航运这么上心？ 中部大省，想融入长三角。 长久以来，地处内陆腹地的河南给人的印象是不通江，也不达海。实际上河南境内有着较大范围的淮河 流域，水运也曾有过辉煌。 20世纪60 ...

Market Overview - The three major indices opened mixed, with the Shanghai Composite Index down 0.17% and the Shenzhen Component Index down 0.19%, while the ChiNext Index opened slightly higher [1] - The sectors showing the highest gains included computing power supply, MLCC, and food and drug traceability, while the pet economy and shipping ports sectors experienced the largest declines [1] Stock Performance - Shanghai Composite Index: 3381.87, down 0.17%, with 451 gainers and 1464 losers [2] - Shenzhen Component Index: 10274.68, down 0.19%, with 476 gainers and 2045 losers [2] - ChiNext Index: 2065.41, unchanged, with 226 gainers and 1030 losers [2] U.S. Market Impact - U.S. stock markets fell sharply, with the S&P 500 down 1.61% to 5844.61 points, the Nasdaq Composite down 1.41% to 18872.64 points, and the Dow Jones Industrial Average down 1.91% to 41860.44 points, marking the largest decline in a month [3] - Chinese concept stocks also weakened, with the Nasdaq Golden Dragon China Index down 0.72%, and notable declines in Alibaba, JD.com, and Baidu, while XPeng Motors saw a significant increase of 13% after positive earnings [3] Industry Insights - Citic Securities forecasts a recovery in the domestic wind turbine industry, driven by improved supply-demand dynamics and a focus on product quality, with both onshore and offshore markets expected to expand [4] - China Galaxy Securities indicates that the recent asymmetric interest rate cuts will stabilize bank interest margins, with positive factors accumulating in the banking sector, suggesting an upcoming performance inflection point [5] - Huatai Securities highlights the global nuclear fusion industry benefiting from policy support and technological advancements, with the Tokamak industry chain poised for significant gains as commercial applications are anticipated by 2031-2040 [6]

克里姆林宫：俄罗斯将用一切可用手段维护其航运利益。 ...

这几只票暗盘资金正在偷偷流入，立即查看>> 航运概念板块短线拉升，重庆港（600279）涨停，南京港（002040）、连云港（601008）、珠海港 （000507）、宁波海运（600798）、盐田港（000088）等纷纷走高。 ...

Group 1 - The core viewpoint indicates a significant adjustment in the port and shipping sector, leading to a sharp decline in the stock price of Ningbo Ocean (601022), which hit the daily limit down [1] - Other companies in the sector, such as Lianyungang (601008), Ningbo Shipping (600798), Nanjing Port (002040), and Phoenix Shipping (000520), also experienced declines in their stock prices [1] - There is a noted influx of dark pool capital into these stocks, suggesting potential interest from institutional investors despite the current downturn [1]

俄罗斯外交部：（置评爱沙尼亚试图扣押一艘油轮事宜）北约国家正试图控制通过波罗的海的航运。 ...