8月5日晚厦门港务（000905）公告称，公司拟通过发行股份及支付现金的方式向国际港务购买其持有的 集装箱码头集团70%股权，并向不超过35名符合条件的特定对象发行股份募集配套资金，交易价格 61.78亿元。 由于国际港务为厦门港务的控股股东，本次交易构成关联交易，构成重大资产重组。 公开资料显示，厦门港务是福建省港口集团旗下唯一的港口上市平台，厦门港大型的散杂货码头与综合 物流服务商，厦门象屿（600057）综合保税区的投资运营商。公司主要从事散杂货码头投资与运营、临 港综合物流服务与贸易供应链业务，业务贯穿船舶、货物进出港所涉及的码头装卸、拖轮助泊、船舶代 理、理货检验、货代报关、仓储堆场、运输配送、港口贸易等环节，构成了完整、高效的港口物流供应 链服务链条。 集装箱码头集团成立于2013年，注册资本24.37亿元，由国际港务100%持股，主要从事集装箱码头装卸 与堆存业务。 根据交通运输部水运科学研究院预测，2025年沿海港口货物吞吐量同比增长约2%，增速较2024年有所 回落，预计第一季度平稳开局，第二、三季度在去年同期低基数基础上增速有所回升，第四季度港口生 产将保持平稳发展态势。 厦门港务表示，集 ...

21世纪经济报道记者柳宁馨 宁波报道 在宁波舟山港梅山港区，无人驾驶的智能集卡、人工集卡在作业区各行其道、井然有序。 不远处，梅山港区码头和堆场上的桥吊与龙门吊也大部分实现了远程操控，司机坐在办公室里，仅需远程操作手柄就能完成装卸作业。 人工卡车和智能卡车"和平共处"、司机在办公室操控千万级集装箱背后，是梅山港区近十年的转型改造探索。 梅山港区是世界第一大港——宁波舟山港20个港区中的其中一个，也是宁波舟山港双千万箱级单体集装箱码头——梅山港区集装箱码头的所在地。 梅山港区的传统码头数智化改造升级已成为样板工程。 宁波梅东集装箱码头有限公司党委委员、副总经理彭捷向记者介绍，梅山港区2016年左右开始转型，主要方向是智慧化和绿色化，目前是全球唯一单体超千 万混线作业自动化集装箱码头，创新性地实现了人工集卡与智能集卡的协同作业，解决了自动化与安全有序作业的难题。 经过多年探索实践，梅山港区实现一脑统领（"双芯大脑"）、一网覆盖（感知物联网络）、一链作业（桥龙吊远程操控、集卡混行作业链）、一区示范（自 动驾驶试验区）的"四个一"智慧港口建设创新模式。 梅山港区的转型经验成为国内外智慧与绿色港口建设的典范。 彭捷介绍 ...

关联内容收入水平全国第三，浙江如何提振消费？｜活力中国调研行 在宁波舟山港梅山港区，无人驾驶的智能集卡、人工集卡在作业区各行其道、井然有序。 不远处，梅山港区码头和堆场上的桥吊与龙门吊也大部分实现了远程操控，司机坐在办公室里，仅需远 程操作手柄就能完成装卸作业。 人工卡车和智能卡车"和平共处"、司机在办公室操控千万级集装箱背后，是梅山港区近十年的转型改造 探索。 梅山港区是世界第一大港——宁波舟山港20个港区中的其中一个，也是宁波舟山港双千万箱级单体集装 箱码头——梅山港区集装箱码头的所在地。 在绿色化方面，梅山港区通过风光储一体化项目提高了清洁能源使用效率，达成降本增效和减排目标。 梅山港区以源端清洁化、终端电气化、调控智慧化的"三化"建设为核心，积极打造低碳码头示范工程。 宁波梅东集装箱码头有限公司供配电技术员陈子豪介绍，从2021年起，梅山港区开始实行节能减排的战 略，至2024年清洁能源的消耗量占总能源消耗量的大约77%。 视频剪辑：实习生钟均均 梅山港区的转型经验成为国内外智慧与绿色港口建设的典范。 彭捷介绍道，"近十年间，中国港口发展非常迅猛。以梅山港区为例，不仅吞吐量大，我们在智慧港 口、绿色港 ...

习近平总书记强调："港口是基础性、枢纽性设施，是经济发展的重要支撑。"党的十八大以来，习 近平总书记多次赴港口考察，聚焦现代化港口建设，擘画新时代港口发展蓝图。"十四五"以来，我国锚 定建设世界一流港口的目标任务，加快推进港口建设，交出了亮眼的"成绩单"。在7月21日国务院新闻 办召开的新闻发布会上，交通运输部有关负责人表示，目前，我国世界级港口群已基本建成。 高效协同 优势互补、一体联动打造世界级港口群 7月28日，一批要出口欧洲的货物在浙江省平湖市的独山港办完报关手续，通过驳船运抵上海港港 区的洋山港四期码头。在洋山港，货物没有再进行转关申报和仓储停留，而是快速搭载上驶往海外的干 线班轮。整个过程，货物历经两个港口，却做到了一次申报、一次查验、一次放行，体现了长三角港口 群的物流效率。 洋山港是长三角地区重要的深水港，也是重要的国际枢纽海港。近年来，在协同发展的背景下，洋 山港通过"联动接卸、视同一港"等方式，与长三角其他港口形成一体联动。 所谓"联动接卸"，是指将长三角地区的其他港口视同上海洋山港的接卸地，视作同一港口进行整体 监管，省去进出口货物在传统模式下需要转关申报和二次运抵等通关手续，让长三角港 ...

Core Insights - China's port infrastructure has significantly advanced, with the establishment of world-class port clusters and a focus on modernizing port facilities to support economic development [2][4][8] Group 1: Port Development and Infrastructure - China has formed world-class port clusters in regions such as Bohai Rim, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area, with a leading number of automated terminals globally [2][4] - The total cargo throughput of Chinese ports is projected to reach 1.76 billion tons in 2024, maintaining the world's highest volume, with container throughput expected to hit 33 million TEUs [2][4] - The construction of near-zero carbon ports is accelerating, showcasing China's commitment to sustainable port development [2] Group 2: Logistics Efficiency and Coordination - The "joint unloading" model in the Yangtze River Delta allows for streamlined logistics, enabling goods to be processed through multiple ports with a single declaration and inspection [4][5] - The Yangshan Port has developed "joint unloading" services with 13 other ports in the region, achieving a business volume of 567,000 TEUs in 2024, a 12.7% increase year-on-year [5] Group 3: Automation and Technology - The automation of ports is advancing, with facilities like the Xiamen Port's automated terminal achieving a 10% increase in overall efficiency and a 20% improvement in customs clearance efficiency [10][12] - The Ningbo-Zhoushan Port has implemented a "dual-core brain" system for efficient scheduling and management of port operations, resulting in a throughput of 11.19 million TEUs last year [13][14] Group 4: Green and Low-Carbon Initiatives - Ports are increasingly adopting green technologies, with Qingdao Port achieving 100% coverage of shore power facilities, reducing carbon emissions by approximately 8,000 tons in 2024 [15][16] - The Tianjin Port's "smart zero-carbon" terminal operates entirely on renewable energy, with a total installed capacity of 146.5 MW, significantly contributing to carbon reduction efforts [17]

Core Insights - The Chancay Port in Peru is a significant project under the Belt and Road Initiative, officially opening in November 2024, and is set to become a crucial shipping hub connecting Asia and Latin America [3][10]. Group 1: Port Operations - The Chancay Port features advanced automated operations, including smart driving container trucks that reduce energy consumption by over 25% compared to traditional trucks, achieving zero carbon emissions [6][10]. - The port's operations are highly efficient, with approximately 80% of loading and unloading tasks being automated, enhancing safety and reducing accident risks [13][10]. - The port's central control area coordinates operations, distributing work plans to various equipment, showcasing the efficiency of a smart port [10][8]. Group 2: Economic Impact - The opening of Chancay Port has significantly reduced shipping times, with the one-way sea transport duration between China and Peru now approximately 23 days, leading to over 20% savings in logistics costs [10][17]. - Peru's fishmeal exports have surged, with a 605.3% increase in April compared to the same period last year, highlighting the port's role in boosting key export industries [15][10]. - Local businesses, including fruit growers and fishmeal factories, have seen substantial order increases due to improved shipping capabilities, enhancing their competitiveness in international markets [17][19]. Group 3: Future Prospects - The port is expected to facilitate further growth in trade, with companies like Indurama planning to leverage the port for importing appliances, significantly reducing logistics cycles from 50 days to around 30 days [20][19]. - The rapid growth in transportation demand presents both challenges and opportunities for the port, indicating its potential to drive regional economic development and support small and medium enterprises [24][10].

Group 1 - The completion of the first automated container quay crane in Henan province marks a significant advancement in the region's port automation and modernization efforts [2] - The crane, standing at 32 meters tall, will work in conjunction with fully automated gantry cranes and unmanned container trucks to achieve full-process automation in container handling and transportation [2] - The Zhoukou Port Central Port Area is a key project under the "11246" initiative for inland waterway transportation in Henan, with a planned capacity of 1.76 million TEUs annually and 22 berths [2] Group 2 - The project is currently in its final stages, with 73.91% of the planned annual investment completed by 2025 and an overall construction progress of approximately 86% [2] - The transportation of oversized components from Shanghai to Zhoukou Port was conducted entirely via water transport, which significantly reduced transportation costs and carbon emissions while ensuring the integrity of the components [3]

Core Viewpoint - Shanghai Zhenhua Heavy Industries Group (ZPMC) showcased its technological breakthroughs and innovations in the smart port sector during the "Smart Port Construction" media open day, emphasizing advancements in automation and intelligent management systems [1][5]. Group 1: New Technologies - ZPMC has made significant advancements in automation terminal technologies over the past three years, including fully automated quay cranes and intelligent visual perception technology, achieving over 90% success in automated container handling [2]. - The new generation ZPMC-TOS integrates planning and equipment control, adaptable to various port scenarios, and has been operational at the Zhonggu Logistics Base [2]. - An intelligent operation and maintenance platform has been implemented in multiple ports, enhancing equipment visibility and process control [2]. Group 2: New Products - ZPMC introduced several innovative products, such as the Model S yard bridge, which reduces energy consumption by 15% and is designed for high-speed automated yards [3]. - The world's first semi-circular beam quay crane reduces wind resistance by over 30%, showcasing significant energy efficiency [3]. - The electric-hydraulic dual-box lifting device, which reduces energy consumption by over 95%, represents a shift towards intelligent operational units [3]. Group 3: New Standards - ZPMC is actively involved in international standard-setting, with its experts leading ISO committees, marking a transition from participant to leader in the port machinery sector [4]. - The company has developed the first corporate-level carbon footprint accounting standard for port cranes, contributing to the industry's green development [4]. Group 4: New Achievements - ZPMC has successfully exported products to Laos, expanding its international presence to 110 countries and regions, with overseas orders constituting nearly 80% of total orders, reflecting a growth of over 30% compared to the previous year [5]. - As the largest port machinery manufacturer and automation terminal system solution provider globally, ZPMC continues to drive the development of smart ports through its innovative technologies and products [5].

Core Insights - The article highlights the bustling activity at the Tai'an Port Pengji operation area, emphasizing its focus on logistics cost reduction and quality improvement through diversified development strategies [1] - The Tai'an Port serves as a crucial hub for coal transportation, linking the western coal supply to eastern markets, and has enhanced its operational capacity with the completion of the "three upgrades to two" project on the Grand Canal [1][2] Group 1 - The Tai'an Port Pengji operation area has opened various transportation services, including heavy-load trains and container shipping, significantly improving regional shipping conditions [1] - The Yanzhou Mining Tai'an Port Logistics Park is a key coal reserve base in Shandong Province, facilitating the transportation of coal from northern to southern regions through the Grand Canal [1] - The port's operational efficiency has been boosted by advanced smart production networks and digital monitoring systems, allowing for rapid response to operational anomalies [2] Group 2 - The port has implemented innovative transportation models such as "bulk to container" and "combined transport" to enhance logistics efficiency [2] - The economic benefits of the Grand Canal's "golden waterway" are becoming increasingly evident, positioning Tai'an Port as a vital transportation hub for coal and goods [2] - The port's infrastructure includes high-efficiency loading machines capable of loading 2000 tons per hour, ensuring quick turnaround for vessels [2]

Core Points - The stock price of Chongqing Port closed at 5.81 yuan, up 3.38%, with a rolling PE ratio of 13.45, marking a new low in 21 days, and a total market capitalization of 6.896 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.96, with a median of 15.02, placing Chongqing Port at the 14th position in the industry ranking [1] - As of March 31, 2025, the number of shareholders for Chongqing Port is 37,110, a decrease of 1,603 from the previous count, with an average holding value of 352,800 yuan and an average holding of 27,600 shares [1] Company Overview - Chongqing Port Co., Ltd. specializes in port cargo transshipment and comprehensive logistics, with main products including loading and unloading, passenger and cargo agency services, comprehensive logistics, commodity trading, and blasting construction [1] - The company has filed for 7 patents and obtained 26 software copyright registrations, with its Guoyuan Port recognized in the Ministry of Transport's "National Smart Port Innovation Case Collection" [1] - The company has enhanced port efficiency by over 30% through digital empowerment initiatives such as "ship-side release" and "intelligent diversion" [1] Financial Performance - In the first quarter of 2025, the company reported operating revenue of 1.11 billion yuan, a year-on-year decrease of 20.30%, and a net profit of -8,716,728.31 yuan, reflecting a year-on-year decline of 213.98%, with a gross profit margin of 8.88% [2] - The PE ratio (TTM) for Chongqing Port is 13.45, while the static PE is 13.04, and the price-to-book ratio is 1.02, with a total market value of 6.896 billion yuan [2] - Comparatively, the industry average PE is 14.96, static PE is 17.16, and price-to-book ratio is 1.22, with a total market value of 29.183 billion yuan [2]