沙特外交部：沙特欢迎也门的停火，目的是保护国际航运和贸易。 ...

Group 1 - Israel conducted large-scale airstrikes against Houthi-controlled areas in Yemen on June 6, while the U.S. announced it would stop bombing the Houthis, leading to a surprise for Israel [1] - The U.S. and Houthis reached a ceasefire agreement, confirmed by Omani officials, which prohibits mutual attacks and aims to ensure the safety of shipping in the Red Sea and the Bab el-Mandeb Strait [1][2] - The airstrikes by Israel were a response to Houthi missile attacks on Israeli targets, specifically the Ben Gurion Airport, indicating a cycle of retaliation [1] Group 2 - There is a clear divergence in objectives between the U.S. and Israel, with the U.S. focusing on self-defense against Houthi attacks on shipping, while Israel aims to weaken the Houthis as a threat to its security [2] - Analysts suggest that the U.S. recognized that airstrikes had not diminished the Houthis' capabilities and may have even encouraged more aggressive responses from them, influencing the decision to cease hostilities [2] - The U.S. military operations against the Houthis have incurred significant costs, with over $750 million spent on munitions since March 15, excluding the costs of deploying two aircraft carrier strike groups [3][4]

面对当前全球经济格局深刻调整、不确定性加剧等挑战，开放与合作仍是最大的共识。 上海和迪拜，作为国际航运版图上熠熠生辉的两颗明星，有着诸多相似之处。二者皆将航运、金融与商业奉为重要经济支柱，积极投身于国际航运中心或海 事中心的建设之中，且在过往近30年里均实现了飞跃式的发展与成长。 2025年5月6日，因一场重磅的全球推介会，这两座国际航运中心城市于迪拜世界贸易中心聚首，开启了一场航运界的高端对话，在思维的激烈碰撞中，携手 引领全球航运迈向新征程——上海国际航运中心暨北外滩国际航运论坛迪拜推介会顺利举行。此次活动由北外滩国际航运论坛组委会办公室主办，英国海贸 传媒集团承办，成功吸引了约150 位来自全球航运领域的精英人士齐聚一堂，为上海与阿联酋在航运领域架起了一座沟通与合作的坚实桥梁。 沙哈布？阿尔？贾斯米致辞 于福林在致辞中表示，上海和迪拜虽分处亚欧大陆两端，却因开放包容的基因与追求卓越的精神紧密相连。近年来，上海与迪拜的经贸合作持续深化，展现 出蓬勃活力。面对百年变局和行业绿色转型与数字化革命等新课题，上海和迪拜更应加强协作交流，以发展的眼光把握机遇，以合作的姿态应对挑战，以包 容的智慧共谋发展。面向未来， ...

投资咨询业务资格：证监许可【2012】31号 部】【6】中国转向欧洲零售促销咨询公司ShiftX合伙人Toni Rigalos表示，中国对美出口放缓后，部分中国制造商开始 向欧洲进口商提供促销优惠或更灵活的运价选项。ShiftX为欧洲货主提供承运商采购服务。然而,Toni Rigalos在 网络研讨会上透露,欧洲市场对此类折扣方案兴趣寥寥:"我们接触的多家欧洲大型零售商并未积极参与制造商的 促销活动。欧洲需求疲软,企业行动趋于保守。" 航运衍生品数据日报 | | | | 国贸期货研究院 能源化工研究中心 卢钊毅 | | 投资咨询号: Z0021177 | | 2025/5/7 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 数据来源：Clarksons、Wind | | 从业资格号:F03101843 | | | | | 运价指数 | 上海出口集装箱运价 综合指数SCFI | 中国出口集装箱运价 指数CCFI | SCFI-美西 | SCFIS-美西 | SCFI-美东 | SCFI-西北欧 | | | 现值 | 1341 | 0 | 2 ...

巴德尔说，未来双方将不再互相攻击，包括不得针对红海及曼德海峡的美国船只，以确保航行自由和国 际商贸航运的顺畅。 巴德尔说，阿曼对双方采取建设性态度促成这一积极成果表示感谢，并希望此举能为地区多个问题的进 一步进展铺平道路，推动实现正义、和平与繁荣。 据新华社报道，阿曼外交大臣巴德尔6日在社交媒体上发文说，根据阿曼与美方及也门萨那有关当局近 日为缓和局势所进行的磋商与接触，美国与胡塞武装已达成停火协议。 ...

Core Points - The Tianjin Shipping Index (TSI) slightly decreased to 1010.14 points in the 18th week of 2025, marking a decline of 5.63 points or 0.55% compared to the previous week [1][3] Group 1: Shipping Index Overview - The 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) [3][4] - In the 18th week, the Northern International Container Freight Index continued to decline, with a total drop of 20.54 points or 1.72%, influenced by weak performance in European, Mediterranean, and South American routes, while US and East African routes saw price increases [3] - The Northern International Bulk Freight Index showed a stable upward trend with a cumulative increase of 0.21%, driven by slight price increases in the coal market and continuous small increases in the metal ore market, despite a decline in the grain market [3] Group 2: Coastal Container Freight Index - The Coastal Container Freight Index stabilized with a cumulative increase of 0.17%, as the outbound freight index's decline narrowed significantly, indicating low market prices, while the inbound freight index saw a slight increase [3] - Prior to the May Day holiday, there was a concentration of market shipments, leading to a slight rise in freight prices in the Fujian market, while prices in East China and South China remained stable [3]

Core Insights - The Hubei civil aviation market experienced stable growth during the "May Day" holiday, with a total of 634,600 passengers transported and a cargo throughput of 12,737 tons, marking year-on-year increases of 11.2%, 44.7%, and 8.6% respectively [1][2]. Passenger Transport - Wuhan Tianhe Airport maintained steady growth in passenger transport, with 472,700 passengers and 3,241 flights during the holiday, reflecting year-on-year increases of 6.6% and 2.6% respectively [2]. - The first day of the holiday saw passenger transport surpassing 100,000 [2]. Cargo Transport - Ezhou Huahu Airport achieved a new milestone in cargo transport, launching its 99th cargo route to "Ezhou - San Salvador" on May 1, and handling 10,712 tons of cargo with 405 flights during the holiday, representing year-on-year growth of 61.3% and 17.4% respectively [2]. Regional Airport Performance - Various regional airports in Hubei showed strong growth potential during the holiday: - Enshi Airport resumed its route to Hong Kong, transporting 30,100 passengers and operating 232 flights, with year-on-year increases of 14.5% and 4.5% [2]. - Xiangyang Airport transported 30,900 passengers and operated 264 flights, reflecting year-on-year growth of 26% and 18.9% [2]. - Jingzhou Airport transported 17,900 passengers and operated 172 flights, with year-on-year increases of 35.6% and 30.3% [2]. Service Enhancements - To accommodate the peak travel demand during the holiday, Hubei airports enhanced service guarantees, focusing on special passenger needs and providing comprehensive support [3]. - Additional volunteers were deployed in terminals to assist passengers, and real-time monitoring of passenger flow was implemented to dynamically open check-in counters and security channels, effectively reducing wait times [3]. - Efforts were made to improve the convenience of "paperless" services through better guidance on self-service equipment [3].

Group 1 - The global largest container ship "Oriental Portugal" successfully docked at Yantian Port in Shenzhen, marking a significant milestone in the port's operations [1] - In April 2023, Yantian Port achieved a record of nearly 120 shore power connections, highlighting the increasing adoption of shore power technology to reduce emissions [1] - Shore power technology can reduce greenhouse gas emissions by 98%, with Yantian Port's system projected to supply nearly 25 million kilowatt-hours of electricity in 2024, cutting carbon emissions by approximately 19,000 tons [1] Group 2 - The Mawan Smart Port in Shenzhen has undergone automation upgrades, significantly improving operational efficiency and reducing carbon emissions [2] - Over 60 new energy trucks have been deployed at Chiwan Port, equipped with battery swap stations that allow for quick battery replacements [2] - The Guangdong Provincial Transportation Department has launched a Green Port Action Plan (2023-2025), aiming to establish a green low-carbon production model by 2025 [2] Group 3 - Hong Kong is actively developing as a green shipping fuel supply center, collaborating with other ports in the Greater Bay Area [3] - The successful completion of LNG bunkering operations in Hong Kong demonstrates the shipping industry's trust in the region's new role in green fuel supply [3] - Recent legal amendments in Hong Kong allow for the safe use and bunkering of low-carbon and zero-carbon fuels, reflecting the government's commitment to green shipping and port development [3]

同时，围绕铁矿石、农业物资、件杂货三大特色货种，镇江海事局着力打造"金牌航线"，通过整合 交通组织、优化通关流程、提供一站式政务服务，打通绿色高效运输通道，不断提升港口专业化集疏运 能力。 重大项目是推动高质量发展的"强引擎"。通过设立"惠帮办"项目服务团队，海事部门精准对接重大 工程项目需求，主动靠前服务，加快国能镇江绿色煤储基地、苏南运河"三改二"工程等一批省市重大项 目落地见效。 服务模式优化升级，便企利民提效能 营商环境是港口竞争力的重要组成部分。"十项举措"依托数字赋能和机制创新双轮驱动，持续深 化"便利化"政务服务。 近日，镇江海事局正式发布《打造"镇合意·江河惠"服务品牌 助力港口经济高质量开放发展》十项 举措（以下简称"十项举措"），以更高层次的服务举措、更便捷的服务模式、更大范围辐射的要素保障 体系，着力释放"大江大河"的资源潜力，进一步巩固"大船大港"的竞争优势，为全市港口经济高质量发 展注入澎湃动能。 2024年，镇江港货物吞吐量达到2.95亿吨，首次跻身全国港口前20位，增幅位居全省长江港口首 位。在此基础上，"十项举措"以实际行动回应发展需求，进一步巩固优势、开拓空间。 服务举措层次 ...

Core Viewpoint - COSCO Shipping International (00517) reported a revenue of HKD 3.627 billion for the fiscal year 2024, reflecting a year-on-year growth of 8.54%, and a net profit attributable to shareholders of HKD 709 million, which is a 19.46% increase compared to the previous year [3] Financial Performance - The company achieved a net cash flow from operating activities of HKD 67.805 million, a significant decline of 87.04% year-on-year [24] - Basic earnings per share for the year were HKD 0.4838, with a weighted average return on equity of 9.03%, an increase of 1.44 percentage points from the previous year [20] - The proposed dividend for 2024 is HKD 0.215 per share [3] Valuation Metrics - As of April 24, the company's price-to-earnings (P/E) ratio (TTM) is approximately 9.26, the price-to-book (P/B) ratio (TTM) is about 0.83, and the price-to-sales (P/S) ratio (TTM) is around 1.81 [3] Revenue Composition - In 2024, the revenue breakdown includes: - Ship equipment and spare parts: HKD 1.8142 billion - Coatings: HKD 1.394 billion - General trade: HKD 2.219 billion - Insurance consulting: HKD 1.071 billion - Ship trading agency: HKD 0.004 billion - Other businesses: HKD 0.004 billion [16] Cash Flow and Investment Activities - The net cash flow from financing activities was negative HKD 661 million, a decrease of HKD 126 million year-on-year [24] - The net cash flow from investing activities was HKD 3.104 billion, compared to HKD 942 million in the previous year [24] Asset and Liability Changes - As of the end of 2024, cash and cash equivalents decreased by 5.08%, while intangible assets increased by 236.72% [33] - Accounts payable and notes payable increased by 14.44%, while contract liabilities decreased by 4.44% [36] Liquidity Ratios - The current ratio for 2024 is 7.31, and the quick ratio is 6.92, indicating strong liquidity [39]