智慧化港口
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14亿吨!全球首个超级大港诞生,连续17年霸榜!你的钱包、生意都受影响
Sou Hu Cai Jing· 2026-01-09 14:14
14亿吨!全球首个超级大港诞生,连续17年霸榜!你的钱包、生意都受影响 凌晨三点的宁波舟山港梅山港区,吴起飞的手指在操纵杆上轻轻滑动。三公里外的码头,红色集装箱被桥吊稳稳抓起,精准落在"中远海运人马座"轮上。屏 幕右下角的数字跳了一下——这是宁波舟山港2025年第4300万个标准箱。 几天后,官方数据正式公布:2025年宁波舟山港货物吞吐量突破14亿吨,成为全球首个迈入"14亿吨"级的港口,连续17年坐稳全球第一的宝座。 你可能会说,一个港口的吞吐量,跟我有啥关系? 别急。你双十一买的海外护肤品、家里用的进口奶粉、工厂里的原材料,大概率都从这里上岸。更关键的是,这个港口的每一个变化,都在悄悄影响你的工 资、生意的成本,甚至未来的就业方向。 陶成波,浙江省海港集团董事长,见证了整个过程。他说过一句话,我印象很深:"一体化不是简单的1+1,是释放乘数效应的化学反应。" 事实确实如此 ——2006年集装箱吞吐量才700万标箱,2015年破2000万,2021年破3000万,2025年直接冲过4300万,稳居全球第三。 能有这样的增速,靠的不是运气。 2025年12月,条帚门航道30万吨级扩建工程试通航,宁波舟山港核 ...
重庆港接待1家机构调研,包括中银证券研究部
Jin Rong Jie· 2025-06-20 10:54
Core Viewpoint - Chongqing Port is actively expanding its trade business and optimizing its operations in response to declining profits and changing market conditions, while also focusing on digitalization and green development strategies to enhance competitiveness in the logistics sector [1][2][10]. Company Overview - Chongqing Port Co., Ltd. was established on January 8, 1999, and listed on July 31, 2000, as the first listed company in the Yangtze River inland port sector [3][4]. - The company operates two branches and manages 11 wholly-owned and controlled subsidiaries, with a total cargo throughput capacity of 81.76 million tons and container throughput capacity of 2.67 million TEU [4]. Financial Performance - In 2024, the company's commodity trade revenue decreased by 14.38%, and in the first quarter of 2025, revenue further declined by 20.3%, primarily due to reduced demand for bulk commodities [5][6]. - The company is facing increased costs due to the acquisition of new assets and ongoing construction projects, which have led to higher depreciation and amortization expenses [5][6]. Strategic Initiatives - The company is focusing on diversifying its cargo sources by developing manufacturing-related logistics and expanding into new commodity trading areas such as grain and oil [6][7]. - Chongqing Port is implementing a strategy to transform into a "smart and green" inland hub, enhancing operational efficiency through digitalization and environmental sustainability initiatives [7][8]. Collaboration and Integration - The company is planning to deepen collaboration with ports along the Western Land-Sea New Corridor and establish new "no-water ports" to strengthen its logistics capabilities [8]. - There are ongoing discussions regarding a strategic integration with China Logistics Group, which may lead to changes in the company's controlling shareholder [7][8]. Future Outlook - The company aims to enhance its market competitiveness by improving its multi-modal transport system, digital infrastructure, and green port initiatives in response to national policies promoting domestic circulation and development in the western region [10]. - Future dividend policies will be determined based on various factors, including strategic goals, shareholder interests, and financial performance [9].