在以"优化资源配置、提升港口效率、增强区域协同发展，并推动智慧化、绿色化转型"等目标指引下， 中国港口业数年来进行了一系列区域性的整合动作。各地通过集中优势资源将区域内原本分散的港口码 头业务板块进一步集中至省级港口集团乃至核心上市企业，从而希望实现减少"内耗"，提升整体竞争力 的目标。 作为港口资源大省的福建，也将顺应这一政策导向开启省内港口业务整合的大幕。在8月底宣布拟由厦 门港务发展股份有限公司（下称"厦门港务"）收购母公司旗下厦门集装箱码头集团有限公司（下称"厦 门集装箱码头"）70%股权获得福建省国资委原则同意批复之后，如在本月能够在股东大会审议通过， 并获得相关监管机构审核与批准，福建省的港口业务也将开始进入"大一统"时代。 优质资产注入 根据厦门港务8月初发布的"发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草 案）"（下称"报告书"）显示，其计划通过发行股份及支付现金的方式，向控股股东厦门国际港务有限 公司（下称"国际港务"）购买其持有的厦门集装箱码头70%股权，交易价格约61.78亿元，并计划同时向 不超过35名特定对象发行股份募集配套资金。 厦门港务是福建省港口集团旗下唯一港口 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of Yantian Port in the first half of 2025, with a revenue of 389 million yuan and a net profit of 653 million yuan, reflecting a year-on-year growth of 4.07% [1] - Yantian Port has established a comprehensive network with 20 inland ports, 15 combined ports, 17 barge routes, and 33 sea-rail intermodal lines, serving the Greater Bay Area, Southwest, and Central regions [1] - The overall cargo throughput of national ports reached 8.903 billion tons, a year-on-year increase of 4.0%, while container throughput grew by 6.9% to 17.3 million TEUs, indicating a robust growth in trade [1] Group 2 - In 2023, Yantian Port completed a significant asset restructuring by acquiring 100% equity of Yantian Port Operating Company, which is expected to enhance business and asset scale, significantly improving profitability [2] - The company’s investments in Yantian International and Xigang Terminal yielded net profits of 525 million yuan and 329 million yuan, respectively, with year-on-year growth rates of 7.64% and 17.95% [2] - The Huizhou Qianwan Coal Port is implementing multiple measures to solidify its customer base, ensuring stable business operations, while the Huizhan Expressway in Shenzhen has shown strong performance with a revenue increase of 21.81% [2] Group 3 - The company plans to continuously monitor changes in national macroeconomic policies and port industry dynamics, adjusting operational strategies to enhance port management capabilities and expand hinterland areas [3] - There is a focus on accelerating the construction of smart and green ports, exploring investment opportunities, and developing new business models to achieve high-quality growth [3]

Group 1: Marine Economy Overview - The marine economy in China showed resilience and growth in the first half of the year, with a total marine production value of 5.1 trillion yuan, representing a year-on-year increase of 5.8% [1] - The traditional marine industry is developing steadily, with shipbuilding completion volume increasing by 4.7% year-on-year [2] - The marine tourism sector has seen significant growth, with an added value of 771.8 billion yuan, up 8.0% year-on-year [2] Group 2: Marine Equipment and Emerging Industries - The marine equipment construction market continues to lead globally, with new orders, delivered orders, and hand-held orders accounting for 64.6%, 43.3%, and 62.6% of the international market share, respectively [3] - The marine pharmaceutical and biological products sector is becoming more competitive, with advancements in marine drug research capabilities [3] - The seawater desalination sector is experiencing rapid technological innovation, with significant projects being completed [4] Group 3: Investment and Resource Development - In the first half of the year, 167,000 hectares of new marine and island projects were approved, involving investments exceeding 500 billion yuan, ensuring the demand for major projects [4] - The marine oil and gas resource development projects are progressing steadily, with significant milestones achieved in oil field development [4] - The marine food and water resource security capabilities are being strengthened, with a 4.8% increase in domestic marine product output [4] Group 4: Business Outlook and Innovation - Nearly 90% of marine-related enterprises expect stable or increased average employment numbers in the second half of the year [5] - A higher proportion of enterprises reported year-on-year growth in revenue, profit, and R&D expenditure compared to the first quarter [5] - Companies are enhancing their innovation capabilities through various measures, including talent development and digital transformation [5] Group 5: Maritime Trade and Infrastructure - The maritime import and export total increased by 1.1% year-on-year, indicating resilience in maritime trade [7] - The construction of smart and green ports is accelerating, with 23 automated container terminals and 29 automated bulk terminals completed [7] - New direct shipping routes have been established, expanding the maritime trade network [7]

Economic Overview - The marine economy in China showed resilience and positive growth in the first half of the year, with a marine GDP of 5.1 trillion yuan, representing a year-on-year increase of 5.8% [1] Marine Equipment and Traditional Industries - The shipbuilding sector demonstrated improved production efficiency, with a year-on-year increase of 4.7% in completed marine vessels [2] - China's shipbuilding industry maintained a leading international market share, with new orders, completed orders, and hand-held orders accounting for 64.0%, 47.2%, and 57.6% of the global total, respectively [2] - The marine transportation sector showed resilience, with marine cargo volume and turnover increasing by 5.2% and 6.9% year-on-year, respectively [2] Emerging Marine Industries - The marine engineering equipment construction market continued to lead globally, with new order value, delivered order value, and hand-held order value accounting for 64.6%, 43.3%, and 62.6% of the international market share, respectively [3] - The competitiveness of marine pharmaceuticals and biological products has improved, with advancements in marine drug research capabilities [3] Marine Resource Development - The area approved for marine and island projects increased by 25.2% year-on-year, involving investments exceeding 500 billion yuan [4] - The development of marine oil and gas resources is progressing steadily, with significant projects nearing completion [4] - The capacity for marine clean energy supply has improved, with offshore wind power generation increasing by 2.2% and new grid-connected capacity rising by 199.4% [4] Employment and Business Outlook - Nearly 90% of marine-related enterprises expect stable or increased average employment numbers in the second half of the year [5] - A significant proportion of enterprises reported growth in revenue, profit, and R&D expenditure compared to the previous year [5] Technological Advancements - The establishment of the National Marine Comprehensive Test Field in Hainan aims to support deep-sea scientific research and technology innovation [6] - The launch of the "Marine Technology Online Market" in Qingdao integrates big data and AI to accelerate technology transfer and industrialization [6] Trade and Port Development - The total import and export volume of marine shipping increased by 1.1% year-on-year, indicating a gradual recovery in marine trade [7] - The construction of smart green ports is accelerating, with 23 automated container terminals and 29 automated bulk cargo terminals completed [7] - New direct shipping routes have been established, expanding the layout of marine foreign trade routes [7]

Core Insights - The marine economy in China has shown resilience and positive growth in the first half of the year, with a marine GDP of 5.1 trillion yuan, reflecting a year-on-year increase of 5.8% [1] Marine Industry Performance - The shipbuilding sector continues to lead globally, with ship completion volume increasing by 4.7% year-on-year. China's market share in new ship orders, completed ships, and hand-held orders stands at 64.0%, 47.2%, and 57.6% respectively [2] - The marine transportation industry has demonstrated strong resilience, with marine cargo volume and turnover increasing by 5.2% and 6.9% year-on-year [2] Emerging Marine Industries - The marine engineering equipment construction market has rebounded, with new orders, delivered orders, and hand-held orders capturing 64.6%, 43.3%, and 62.6% of the international market share respectively [3] - The marine tourism sector has seen a significant increase in value added, reaching 771.8 billion yuan, a growth of 8.0% year-on-year, driven by favorable policies and rising travel demand [2] Marine Resource Development - The area approved for marine and island projects has increased by 25.2% year-on-year, involving investments exceeding 500 billion yuan, which supports major project needs [4] - The marine clean energy supply capacity has improved, with offshore wind power generation increasing by 2.2% and new grid-connected capacity rising by 199.4% [4] Business Outlook - Nearly 90% of marine-related enterprises expect stable or growing average employment numbers in the second half of the year, with 73.8% anticipating stable or increased profits [5] - The technological innovation capabilities of marine enterprises are on the rise, with over 57% of companies reporting growth in R&D funding and personnel [5] Marine Technology and Infrastructure - The establishment of the National Marine Comprehensive Test Field in Hainan aims to support deep-sea scientific research and technology innovation [6] - The construction of automated container and bulk cargo terminals is progressing, with 23 automated container terminals and 29 automated bulk terminals completed [7] Trade and Export Performance - The total import and export volume of marine shipping increased by 1.1% year-on-year, with significant growth in high-end, intelligent, and green marine products [7] - The expansion of foreign trade shipping routes continues, with new direct shipping lines established to Southeast Asia, Ecuador, and the Middle East [7]

Group 1 - The overall performance of China's marine economy in the first half of the year shows a stable and positive trend, with a marine GDP of 5.1 trillion yuan, representing a year-on-year growth of 5.8% [1] - 87.6% of marine enterprises hold an optimistic or neutral outlook for the economic environment in the second half of the year, with 73.8% expecting stable or increased operating profits [3] - The traditional marine industries continue to play a stabilizing role, with significant growth in marine tourism value added by 8% and a 40.1% increase in the number of cruise passengers [1][4] Group 2 - Emerging marine industries are developing well, with marine engineering equipment delivery and order amounts increasing by 39.3% and 9.7% respectively [2] - The marine engineering equipment construction market in China remains the largest globally, with new orders, delivered orders, and hand-held orders accounting for 64.6%, 43.3%, and 62.6% of the international market share [2] - The number of marine enterprises reporting growth in R&D expenditure and personnel reached 57.5% and 58.4% respectively, indicating a strengthening of innovation capabilities [5] Group 3 - The construction of smart green ports is accelerating, with 23 automated container terminals and 29 automated bulk terminals established, and significant advancements in intelligent technologies [5] - The implementation of zero-wait time operations for large vessels and the completion of low-carbon terminals contribute to the green transformation of major ports [5] - The combination of macroeconomic policies, digital technology applications, and accelerated green transitions is providing strong momentum for the growth of the marine economy [5]