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接轨世界的商贸城市 竟藏在新疆这座小城
谁能想到,昔日新疆边陲小城阿拉山口,如今已成全国中欧班列最繁忙口岸!"十四五"以来,这里每天 最多30列中欧班列往返,超2700万件跨境包裹出口全球,物流、加工、电商齐头并进,靠效率和智慧开 出中国制造"出海快通道"。 ...
中欧班列中通道今年通行量超3000列
Ren Min Ri Bao· 2025-10-08 22:11
《 人民日报 》( 2025年10月09日 07 版) (责编:牛镛、岳弘彬) 关注公众号:人民网财经 本报呼和浩特10月8日电 (记者张枨)记者从中国铁路呼和浩特局集团有限公司获悉:10月8日,1293 次中欧班列满载汽车配件和日用百货等商品,从内蒙古二连浩特铁路口岸鸣笛启程,这标志着今年中欧 班列中通道通行量突破3000列,较去年提前39天。二连浩特铁路口岸已连续3年年内通行中欧班列超 3000列。 二连浩特铁路口岸是中欧班列中通道唯一进出境铁路口岸,目前从这里运行的中欧班列线路已增至74 条,境外通达10多个国家70余座城市,国内辐射中欧班列大部分首发城市。自2013年首列通行以来,该 口岸累计通行中欧班列近2.1万列,运输货物品类显著升级,新能源汽车、高端机械设备等高附加值产 品占比从早期不足10%提升至40%以上。 ...
二连浩特铁路口岸今年以来出入境中欧班列达3000列
Xin Hua She· 2025-10-08 10:42
"我们优化了宽轨接车组织流程,科学规划集装箱卸车场地,增加专用作业线,进一步提高工作效率, 满足中欧班列货运需求。"中国铁路呼和浩特局集团有限公司二连站技术科科长杨冬冬说。 二连浩特铁路口岸是我国中欧班列中通道唯一进出境口岸,进出境中欧班列线路目前达74条,累计通行 中欧班列近2.1万列。(记者李志鹏) 记者从中国铁路呼和浩特局集团有限公司获悉,10月8日,1293次中欧班列满载汽车配件、日用百货等 商品,经二连浩特铁路口岸出境,标志着二连浩特铁路口岸今年以来出入境中欧班列达到3000列,较去 年提前39天,实现连续3年年内出入境中欧班列突破3000列。 今年以来,二连浩特铁路口岸发挥"路政企"物流一体化联动优势,实时掌握中欧班列货运需求,优化中 欧班列手续流程,强化海关、边检等部门协同作业,保障中欧班列高效通行。 ...
中集集团拟3亿元至5亿元回购股份,公司股价年内涨5.88%
Xin Lang Cai Jing· 2025-09-29 12:49
9月29日,中集集团公告,公司拟以集中竞价交易方式回购股份。回购金额不低于3亿元且不超过5亿 元;回购价格不超12.01元/股。资金来源为自有资金,回购期限为3个月内。 中集集团当前最新价为8.05元,今年以来,中集集团股价累计上涨5.88%。此次公告拟定的最高回购价 格,比现价高49.19%。 股票回购往往被视为一种稳价措施。指上市公司用现金等方式从股票市场买回自家公司已经发行在外的 一定数额的股票。一般来讲,回购后可以注销,也可以用于实施员工持股计划或股权激励计划等。 资料显示,中国国际海运集装箱(集团)股份有限公司位于广东省深圳市南山区蛇口港湾大道2号中集集 团研发中心8楼,香港德辅道中199号无限极广场3101-2室,成立日期1980年1月14日,上市日期1994年4 月8日,公司主营业务涉及制造修理集装箱及其有关业务。主营业务收入构成为:集装箱制造28.57%, 物流服务17.85%,能源、化工及液态食品装备17.10%,道路运输车辆12.82%,海洋工程10.53%,其他 7.51%,空港与物流装备、消防与救援设备4.10%,循环载具1.76%,金融及资产管理1.20%。 截至6月30日,中集集团 ...
中集集团涨2.05%,成交额1.28亿元,主力资金净流入2082.54万元
Xin Lang Zheng Quan· 2025-09-25 02:53
Group 1 - The core viewpoint of the news is that CIMC Group's stock has shown a slight increase, with a current price of 7.98 CNY per share and a market capitalization of 43.032 billion CNY [1] - As of June 30, 2025, CIMC Group reported a revenue of 76.09 billion CNY, a year-on-year decrease of 3.82%, while the net profit attributable to shareholders increased by 47.63% to 1.278 billion CNY [2] - The company has a diverse revenue structure, with container manufacturing accounting for 28.57%, logistics services 17.85%, and other segments contributing to the overall revenue [1][2] Group 2 - CIMC Group has a total of 133,200 shareholders as of June 30, 2025, which is an increase of 11.42% from the previous period [2] - The company has distributed a total of 18.638 billion CNY in dividends since its A-share listing, with 2.033 billion CNY distributed in the last three years [3] - The top ten circulating shareholders include the Southern CSI 500 ETF, which holds 27.3366 million shares, an increase of 3.6698 million shares from the previous period [3]
100多列货物积压极限,首个声援国家元首出现,东欧自贸区迎突破
Sou Hu Cai Jing· 2025-09-24 10:33
Core Points - Poland's sudden closure of border crossings with Belarus on September 12 has led to significant disruptions in the Central European freight train operations, with over 300 trains loaded with goods stuck and unable to move [2][4][14] - The closure is officially justified by Poland as a response to security threats from joint military exercises between Russia and Belarus, which has raised concerns among European importers and logistics companies [2][4] - The blockade has resulted in immediate supply chain issues in Germany and France, with factories facing shortages of components and retail shelves running low on stock [4][17] - The situation has prompted discussions about alternative logistics routes, including the Arctic route and the Southern Corridor, as companies seek to mitigate risks associated with potential future blockades [14][16] Industry Impact - The logistics industry is experiencing a significant strain, with transport operators unable to secure new orders and warehouse workers left idle due to the blockade [4][16] - European importers are beginning to assess the risks of future disruptions, leading to a shift in logistics strategies towards diversifying supply routes [14][21] - The blockade has raised concerns about Poland's long-term position as a logistics hub, especially with the emergence of new trade agreements and routes that could diminish its importance [8][10][21] Geopolitical Context - The closure has highlighted the geopolitical tensions in the region, with Belarusian President Lukashenko publicly criticizing Poland's actions and expressing a desire to strengthen economic ties with China [6][8] - The establishment of the Eastern European Free Trade Area and the recent trade agreement between China and Georgia are seen as potential threats to Poland's logistical dominance [8][10] - The situation has led to a broader reflection within Europe about reliance on specific trade routes and the need for more resilient supply chains [21]
中国北极航线启动,欧洲急调空运,火车被扣72小时!
Sou Hu Cai Jing· 2025-09-23 09:35
这场交通危机暴露出中欧贸易的脆弱性。虽然北极航线提供了新的选择,但中欧班列仍然是不可替代的贸易大动脉。波兰的突然封锁不仅影响了中国商品进 入欧洲,也阻碍了欧洲农产品和化工品出口到中国。欧盟委员会坦言,这次中断虽然只涉及250亿欧元的贸易额,但对产业链的冲击巨大。 中欧班列这条横跨亚欧大陆的货运大动脉,一直以来都是中欧贸易的重要纽带。每天都有满载着电子产品、精密机械配件和高品质纺织品的列车,从中国西 部出发,穿越广袤的欧亚大陆,12-15天后就能抵达欧洲腹地。这条线路每年开行超过1万列,运输的货物总价值高达数百亿欧元,堪称现代丝绸之路的典 范。 然而今年9月12日,这条黄金通道突然遭遇肠梗阻。波兰政府以安全风险为由,单方面关闭了与白俄罗斯接壤的马拉舍维奇口岸。这个决定来得突然又决 绝,导致300多列货运列车被迫滞留在边境线上。这些列车上满载着欧洲工厂急需的原材料和中国制造的优质商品,每延误一天就会造成上千万欧元的损 失。更令人意外的是,就在事发前几天,中国外长王毅刚刚结束对波兰的访问,双方还签署了保障中欧班列畅通的合作文件。 波兰的突然变卦让中欧贸易陷入混乱。从9月12日到15日,短短72小时内,边境上的集装箱 ...
顺丰控股跌2.02%,成交额8.00亿元,主力资金净流出1.28亿元
Xin Lang Cai Jing· 2025-09-22 03:16
Core Viewpoint - SF Holding's stock price has experienced a decline recently, with a notable drop of 2.31% over the past five trading days and 15.94% over the past 20 days, despite a year-to-date increase of 2.15% [2]. Company Overview - SF Holding, established on May 22, 2003, and listed on February 5, 2010, is headquartered in Shenzhen, Guangdong Province, China. The company specializes in comprehensive express logistics services [2]. - The revenue composition of SF Holding includes: express and large parcel segment 71.34%, supply chain and international segment 24.36%, same-city instant delivery segment 3.80%, and undistributed portion 0.50% [2]. Financial Performance - For the first half of 2025, SF Holding reported a revenue of 146.86 billion yuan, reflecting a year-on-year growth of 9.26%. The net profit attributable to shareholders was 5.738 billion yuan, marking a year-on-year increase of 19.37% [2]. - Since its A-share listing, SF Holding has distributed a total of 21.483 billion yuan in dividends, with 15.351 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for SF Holding was 141,400, a decrease of 15.74% from the previous period. The average circulating shares per person increased by 18.82% to 33,934 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 350 million shares, an increase of 12.5413 million shares from the previous period [3].
集运早报-20250917
Yong An Qi Huo· 2025-09-17 01:12
Group 1: Report Industry Investment Rating - Not provided in the given content Group 2: Core Viewpoints of the Report - Spot prices are still falling, but the decline is expected to slow down and gradually bottom out in October. Week 39 spot price was 1600 USD (equivalent to 1150 points on the futures market). The WSK's opening quotation for the first week of October (Week 40) was 1400 USD, with a weekly decline of -150, more aggressive than market expectations. OOCL and YML also lowered their prices [2]. - On Tuesday, the far - month futures market rose significantly, driven by expectations of a slowdown in decline and approaching the bottom, as well as sentiment from Sino - US trade negotiations and the China - Europe Railway Express. However, it declined at the end of the session due to the MSK's 1400 opening quotation. The basis of the October contract was -10 points, almost at par with the spot price. The October - December spread was -504.1 (-11), and the December contract's valuation was relatively neutral and slightly high. There are multiple upward drivers in the future, so the December contract is cautiously bullish, with a neutral valuation and mainly driven by trading factors. The settlement price of the February 2026 contract may be high as the Spring Festival in 2026 is late (February 17, 2026), and its current valuation is low. The long - position allocation of the February contract has a higher cost - performance than that of the December contract. To avoid the potential price - cutting risk of shipping companies in October, a long - February and short - April spread trade can be arranged [3]. Group 3: Summary by Relevant Catalogs Futures Market - **Futures Contract Prices and Changes**: EC2510 closed at 1169.7 with a 0.57% increase, EC2512 at 1673.8 with a 1.06% increase, EC2602 at 1572.1 with a 3.64% increase, EC2604 at 1283.7 with a 2.38% increase, and EC2606 at 1471.6 with a 2.77% increase. The October - December spread was -504.1 (-11), and the December - February 2026 spread was 101.7 [2]. Spot Market - **Spot Price Index Changes**: The spot price index of the European line (including TELLAT, SCFI, CCFI, NCFI) has been declining. For example, the TELLAT index on September 15, 2025, was 1440.24, down 8.06% from the previous period and 12.24% from two periods ago [2]. Shipping Company Quotes - **Recent European Line Quotes**: In Week 38, the average quote was 1800 USD (equivalent to 1260 points on the futures market); in Week 39, it was 1600 USD (equivalent to 1150 points on the futures market); in Week 40, MSK opened at 1400 USD, OOCL lowered to 1500 - 1550 USD, and YML lowered to 1400 USD [2][4]. Market News - **Geopolitical and Trade News**: The Israeli military expanded its ground military operation in Gaza City on September 17. The US Department of Commerce is considering imposing additional tariffs on more imported auto parts [4].
中集集团涨2.02%,成交额1.64亿元,主力资金净流入1865.15万元
Xin Lang Cai Jing· 2025-09-12 03:21
Group 1 - The core viewpoint of the news is that CIMC Group's stock has shown a positive trend with a 6.64% increase year-to-date and a 2.02% rise on September 12, 2023, indicating strong market interest and investment activity [1][2] - CIMC Group's main business segments include container manufacturing (28.57%), logistics services (17.85%), and energy, chemical, and liquid food equipment (17.10%), showcasing a diversified revenue stream [1] - As of June 30, 2023, CIMC Group reported a revenue of 76.09 billion yuan, a year-on-year decrease of 3.82%, while net profit attributable to shareholders increased by 47.63% to 1.28 billion yuan [2] Group 2 - CIMC Group has distributed a total of 18.64 billion yuan in dividends since its A-share listing, with 2.03 billion yuan distributed in the last three years, reflecting a commitment to returning value to shareholders [3] - The number of shareholders increased by 11.42% to 133,200 as of June 30, 2023, indicating growing investor interest, although the average circulating shares per person decreased by 10.25% [2][3] - The company is categorized under the mechanical equipment industry, specifically in general equipment and metal products, and is associated with various concept sectors such as the China-Europe Railway Express and vaccine transportation [2]