智慧港口
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探寻新时代发展足迹|“硬核”港口,何以链接全球?
Zhong Guo Xin Wen Wang· 2025-11-24 06:44
探寻新时代发展足迹|"硬核"港口,何以链接全球? 中新网11月24日电(记者 李京统)"看看这壮观的场面。" 这是2020年3月29日,习近平总书记在浙江宁波舟山港穿山港区码头俯瞰港区全貌时说的一句话。 雨中的穿山港区码头,整齐的集装箱连片堆放,巨型桥吊林立,一眼望不到边,作业现场紧张忙碌而又 井然有序。 "港口是支撑经济发展的基础性、枢纽性设施,你们是一支非常硬核的突击力量。"面对港口职工,习近 平总书记称赞道。 自2009年起,宁波舟山港已连续16年蝉联全球货物吞吐量榜首,集装箱吞吐量常年稳居世界前三。 翻开中国海岸线地图,宁波舟山港得天独厚的地理位置一目了然:面朝太平洋主航道,背靠长三角经济 圈,恰好落在"丝绸之路经济带"和"21世纪海上丝绸之路"的交汇点。 交出亮眼成绩单的同时,宁波舟山港在长江经济带发展、长三角一体化发展等国家战略中的地位也愈发 凸显。 宁波、舟山近在咫尺,原先却是各自为政的两个港口。2006年1月1日,"宁波—舟山港"整合诞生。同年 12月,港口集装箱吞吐量突破700万标准箱。 到了2024年,宁波舟山港完成货物吞吐量约13.8亿吨,完成集装箱吞吐量3930万标箱,拥有两座"千万 ...
国际海运存在四个问题,科技创新赋能成重要战略选择
Di Yi Cai Jing· 2025-11-21 15:02
加快动力锂电池运输等标准研究制定 针对我国国际海运发展存在的物资运输保障能力不强、电控系统"卡脖子"等问题,专家建议加速船舶、 港口、海事、集装箱等领域的人工智能规模化创新应用,加快动力锂电池运输等重点领域标准制定,强 化要素支撑,切实增强发展的保障性。 他还表示,当前和今后一段时期,国际形势错综复杂,国际海运发展面临三大重大变化,发展的不确定 难预料因素增多,包括国际经济贸易秩序遇到严峻挑战,导致国际海运、贸易格局的重大调整;以人工 智能发展和应用为重点的海运科技竞争日趋激烈;行业绿色转型诉求更加迫切,但船用绿色燃料技术路 线尚不确定,绿色燃料成本高企,还需承受欧盟"碳税"等单边脱碳措施的压力,转型的风险与挑战不容 忽视。 "在新形势下,我国国际海运发展也存在四方面问题。"柳鹏说,这些问题包括:物资运输保障能力不 强,海运安全韧性亟待提升;部分远洋气象导航设备、港口重要装卸设备的电控系统存在卡脖子问题; 现代航运服务业整体水平不高,配置全球航运要素和资源能力有待增强;国际海运标准规则的话语权有 待提升。 未来,科技如何赋能国际海运高质量发展?柳鹏建议,聚焦船舶、港口、海事、集装箱等领域,加速人 工智能规模化 ...
智慧港口、光伏板、清洁能源……温暖过冬向“智”向“绿”向“新”行
Yang Shi Wang· 2025-11-21 03:58
Group 1: Energy Supply and Transportation - Liangshan Port in Shandong plays a crucial role in energy supply for the Yangtze River Delta, facilitating the transportation of coal from Shanxi, Shaanxi, and Inner Mongolia through rail and water routes [1][5] - The port has implemented a new "water-rail direct connection" model, significantly reducing coal transportation time from 5 days to 3 days, thereby enhancing energy supply efficiency [3][7] - The geographical advantage of Liangshan Port, located at the intersection of the Wari Railway and the Grand Canal, allows for nearly 100 million tons of coal transportation annually [5][7] Group 2: Technological Advancements - Liangshan Port has adopted smart management technologies, including robots for cleaning and coupling operations, which improve efficiency and reduce labor intensity [7][10] - The port's smart management center utilizes big data for real-time monitoring and dynamic adjustment of coal transportation plans, maximizing operational efficiency [10] Group 3: Clean Energy Initiatives - In Shandong's Jiaozhou, solar photovoltaic panels have been installed in rural areas, providing clean energy for winter heating and eliminating traditional coal heating methods [12][14] - The transition to electric heating in Jiaozhou has resulted in a 15% year-on-year decrease in PM2.5 levels during winter, improving air quality significantly [16] - Inner Mongolia is also advancing clean heating initiatives, with schools transitioning from coal to clean energy heating systems, enhancing living conditions [17][19]
港通沃土,日照传统产业“新枝”繁茂
Zhong Guo Xin Wen Wang· 2025-11-19 10:27
中新网日照11月19日电(记者 左宇坤)海天之间,烟波浩渺,港城巍然,气象万千。 日照,这座因港而兴的城市涛声依旧。咸润的海风轻拂着港区,桥吊如巨臂般高耸林立,吞吐着往来如 织的万吨巨轮,工业文明与自然之美深度交融。 但传统产业的涛声正强劲变奏,时代浪潮与科技脉搏正同频共振。近日,中新网记者走访多家当地企业 和项目,探寻一场以科技创新为引擎,以产业链延伸为路径的深刻质变。 山东港口 日照港全自动化集装箱码头。 中共日照市委宣传部供图 智慧赋能,"老码头"的"新大脑" 不变的涛声,依旧是日照港的永恒序曲;但岸上回荡的,已是一部恢弘的科技交响。 山东港口日照港全自动化集装箱码头,作为全球首个顺岸开放式全自动化集装箱码头,实现了岸边装 卸、水平运输和堆场装卸的全自动化作业。 首创"顺岸布置边装卸+无人集卡水平运输"工艺,率先采用"北斗+5G"技术,推出自主研发和集成创新 的无人集卡调度体系等6项国产化、业界首创科技成果,破解了无人集卡"去安全员"的世界级难题。 投产以来,新码头单机效率提升50%,综合成本降低70%,成功打造了全自动化码头的"中国方案",也 为行业贡献了可复制、可推广的标杆范式。 在不远处的日照港粮 ...
【招银研究|行业深度】新型物流基建篇②——智慧领航,绿色赋能:透视中国港口行业市场机遇
招商银行研究· 2025-11-18 09:22
Core Viewpoint - China's port construction is advancing according to a clear three-phase strategic plan, aiming to achieve "world-class" standards for major ports by 2035 and to establish world-class port clusters by 2050 [5][7][8]. Group 1: Strategic Planning and Investment - The strategic planning for China's port development is systematic and forward-looking, with clear phased goals set by the Ministry of Transport and other departments [7][9]. - The investment scale for coastal ports is expected to reach an annual average of 108.3-132 billion yuan over the next three years, while inland ports may exceed 120 billion yuan annually over the next five years [30][32]. - The investment in green upgrades is projected to average around 20.9 billion yuan annually over the next five years, focusing on shore power facilities and clean energy vehicles [31][41]. Group 2: Smart Transformation - Smart transformation is a key direction for port development, emphasizing automation and digitalization in port operations [5][11]. - The construction and renovation of automated terminals are prioritized, with examples like Xiamen Port achieving full automation in traditional container terminals [12][15]. - The development of intelligent management systems, such as the ATOS system at Qingdao Port, enhances operational efficiency and resource management [15][16]. Group 3: Green Transformation - Green port construction aims to establish a comprehensive pollution prevention system by 2025, significantly improving resource recycling and utilization [16][18]. - Key measures include promoting shore power usage, transitioning port machinery to clean energy, and controlling pollutant emissions [16][18]. - The green transformation is expected to bring about significant investment opportunities, with an estimated annual demand of around 20.9 billion yuan for green upgrades [31][52]. Group 4: Inland Port Containerization - Inland ports are undergoing a wave of containerization, which can significantly enhance loading and unloading efficiency by approximately 75% compared to traditional ports [19][23]. - Container ports offer advantages such as lower transportation costs, better multi-modal transport capabilities, and improved environmental performance [24][25]. Group 5: Railway Port Integration - The integration of railways into port operations is crucial for optimizing logistics and enhancing multi-modal transport [25][27]. - Current challenges include the lack of standardization in container specifications between rail and sea transport, which increases operational costs and delays [27][28]. - Future investments in railway port projects are projected to average around 42.2 billion yuan annually over the next five years, focusing on key regions like the Grand Canal and Pearl River system [31][54].
辽港股份:创新延展主业增值服务能力,培育港口新兴产业发展
Zheng Quan Shi Bao Wang· 2025-11-10 10:19
Core Insights - Liao Port Co., Ltd. reported a revenue of 8.426 billion yuan for Q3 2025, marking a year-on-year increase of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year, indicating steady growth in operational performance [1][2] Revenue Growth - The company's revenue growth is attributed to a combination of "increasing income" and "cost-saving efficiency," with strategies focusing on stabilizing core business, competing for market share, and seeking innovative opportunities [2] - The container business saw a steady increase in throughput due to enhanced market development, while the grain business benefited from the "North Grain South Transport" initiative and a recovery in the breeding industry, leading to simultaneous growth in volume and added value [2][3] - The oil and chemical products segment expanded revenue through trade oil storage and crude oil transshipment, contributing to the overall revenue increase [2] Profitability Improvement - Profitability was bolstered by optimizing revenue structure, with growth in container and grain businesses compensating for underperformance in other cargo types [2] - Cost control measures, including lean operations and a focus on comprehensive benchmarking, led to a decrease in operating costs despite revenue growth, resulting in a 7.6 percentage point increase in gross margin year-on-year [2] Operational Metrics - Container throughput reached 8.323 million TEUs, a year-on-year increase of 4.7%, driven by stable operations and market development [3] - Oil and chemical throughput totaled 47.048 million tons, up 8.6%, primarily due to increased crude oil procurement by coastal refineries [4] - Grain throughput increased by 18.2% to 12.93 million tons, supported by national controls on foreign grain imports and rising demand from southern feed enterprises [4] Strategic Goals - The company aims to become a leading port enterprise in Northeast Asia, focusing on enhancing core port operations and innovating development strategies [5] - Plans include strengthening market expansion, optimizing operational efficiency, and developing a variety of logistics service systems to enhance core competitiveness [5] - The company is committed to innovation through green, digital, and high-end development, fostering new industries and building a sustainable port-city integration ecosystem [5]
经纬恒润(688326):亏损同比收窄 智慧港口领域加速拓展
Xin Lang Cai Jing· 2025-11-07 00:35
Core Insights - The company reported a revenue of 4.464 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 25.88% [1] - The net profit attributable to shareholders was a loss of 75 million yuan, showing a narrowing of losses compared to the previous year [1] - The company achieved a revenue of 1.555 billion yuan in Q3 2025, with a year-on-year growth of 2.40% [1] - The company delivered its first batch of 6 heavy-duty autonomous driving flatbed trucks to Huai'an New Port, marking a significant milestone in its smart port solutions [1] - The company became the first Tier 1 enterprise in China to pass the ISO/PAS 8800:2024 AI safety process certification [1] Revenue and Profitability - For the first three quarters of 2025, the company achieved a revenue of 4.464 billion yuan, up 25.88% year-on-year [1] - The net profit attributable to shareholders was a loss of 75 million yuan, with a non-recurring net profit loss of 123 million yuan, both showing a narrowing of losses [1] - The Q3 2025 revenue was 1.555 billion yuan, with a net profit of 12 million yuan [1] Strategic Partnerships and Innovations - The company signed a strategic cooperation agreement with Nanjing Zijing Semiconductor to collaborate on vehicle-grade chips based on RISC-V architecture [2] - The partnership aims to leverage the company's software expertise and Zijing Semiconductor's hardware innovations [2] Future Outlook - The company is expected to enter a phase of rapid revenue growth, with projections of 7.08 billion yuan, 9.09 billion yuan, and 10.91 billion yuan in revenue for 2025-2027 [2] - The forecasted net profit attributable to shareholders for the same period is 61 million yuan, 385 million yuan, and 619 million yuan respectively [2]
传统港口如何智慧“转身”
Ren Min Ri Bao· 2025-11-03 03:13
Core Insights - Shandong Port's automated container terminal in Rizhao has begun operations, showcasing advanced automation technology with minimal human presence [1] - The transformation to a smart port required significant investment, with traditional solutions costing billions, but Rizhao Port achieved a cost-effective upgrade [2][4] - The port's automation journey involved overcoming technical challenges, particularly in unmanned container transport, leading to a significant reduction in costs and improved operational efficiency [3][4] Investment and Cost Efficiency - Traditional automation solutions for ports typically require investments of several billion yuan, making them inaccessible for many [2] - Rizhao Port's innovative approach reduced the comprehensive renovation cost to about one-tenth of traditional methods, achieving a 70% cost reduction overall [4] - The new automated terminal has improved operational efficiency by 23%, with individual machine efficiency up by 11% and gate throughput efficiency increased by 30% [4] Technological Advancements - The development of core technologies, such as 5G remote driving and vehicle networking, was crucial for the success of the automated terminal [4] - The introduction of a new generation of lightweight automated cranes has resulted in a weight reduction of 70 tons and a 15% increase in energy efficiency [4] - All key components of the equipment have been domestically sourced, reducing reliance on imported parts and lowering manufacturing costs by over one million yuan per crane [4] Future Outlook - Rizhao Port aims to continue its smart and green transformation, with plans to enhance automation and intelligent technologies further [5] - The port has already seen over a 30% increase in operational efficiency for bulk cargo handling and has achieved international standards in automated grain unloading [5] - The ongoing development reflects a commitment to continuous improvement and innovation in port operations [5]
迈向“十五五”的发展图景|传统港口如何智慧“转身”
Bei Jing Ri Bao Ke Hu Duan· 2025-11-03 02:54
Core Insights - The article discusses the transformation of Shandong Port's Rizhao Port into a smart port through automation and technological innovation, significantly reducing costs and improving efficiency [1][3]. Investment and Cost Efficiency - Traditional infrastructure upgrades for ports require investments of tens of billions, but Rizhao Port achieved a comprehensive transformation cost that is approximately 1/10 of traditional methods [3]. - The new automated container terminal has reduced overall costs by 70%, showcasing a replicable model for smart manufacturing in China [3]. Technological Advancements - The port has successfully developed key technologies such as 5G remote driving and vehicle networking, overcoming challenges associated with unmanned container transport [3]. - The introduction of a new generation of lightweight automated cranes has resulted in a weight reduction of 70 tons and a 15% increase in energy efficiency [3]. Operational Efficiency - The efficiency of terminal operations has improved by 23%, with single machine efficiency increasing by 11% and gate throughput efficiency rising by 30% [3]. - The fully domestic automated grain unloading machine has achieved a maximum unloading efficiency of 1,500 tons per hour, reaching an internationally leading level [4]. Future Outlook - The company plans to continue advancing technologies related to ship-side automation and intelligent disassembly locks, aiming to further enhance the intelligence of the port [4].
传统港口如何智慧“转身”(迈向“十五五”的发展图景)
Ren Min Wang· 2025-11-02 22:21
Core Insights - The article discusses the transformation of Shandong Port's Rizhao Port into a smart port through automation and technological innovation, significantly reducing costs and improving efficiency [2][5][6] Investment and Cost Analysis - Traditional automation solutions for ports require investments of tens of billions, making it challenging for many ports to transition [3] - Rizhao Port's innovative approach has reduced the comprehensive transformation cost to about 1/10 of traditional methods, achieving a 70% cost reduction overall [5] Technological Advancements - The port has successfully implemented 5G remote driving and vehicle networking technologies, overcoming challenges associated with unmanned container transport [5] - The new automated container terminal has improved operational efficiency by 23%, with single machine efficiency up by 11% and gate efficiency up by 30% [5][6] Future Outlook - Rizhao Port aims to continue advancing its smart port initiatives, focusing on further automation and intelligent technologies, with ongoing projects to enhance operational capabilities [6]