Core Insights - China's major ports have shown significant growth in container throughput, with a year-on-year increase of 9.5% in the first 11 months of 2025, reaching 320 million TEUs, contributing to a record trade surplus of $1.19 trillion for the year [1][3] Group 1: Port Performance - Shanghai Port's container throughput exceeded 50 million TEUs in the first 11 months of 2025, surpassing the total for 2024 and likely setting a new annual record [3] - Ningbo-Zhoushan Port's container throughput surpassed 40 million TEUs by early December, making it the third port globally to reach this milestone after Shanghai and Singapore [3] - China's total export value for 2025 is projected to grow by 5.5% year-on-year, reaching $3.77 trillion, indicating strong export performance despite a shift towards a consumption-driven growth model [3] Group 2: Investment and Expansion - China is heavily investing in port expansion, with Qingdao Port Authority announcing a total investment of 77 billion yuan for 15 projects, including the construction of two new terminals by 2029 [5] - The rationale behind continued expansion amidst global trade uncertainties is to address the imbalance in container transport demand, which is growing faster than traditional bulk transport [5] - Port consolidation is a trend, with Shandong Province successfully integrating seven ports into a unified Shandong Port Group, increasing total throughput from 1.32 billion tons in 2019 to over 1.9 billion tons by 2025 [5] Group 3: Future Goals - China's next objective is to establish itself as a global logistics hub, with plans to develop world-class port clusters, each achieving throughput levels of over 100 million tons or 10 million TEUs, equipped with digital and green technologies [5][6] - The stability and resilience of foreign trade and ports continue to play a crucial role in supporting China's economic vitality and its connection to the global market [6]

据法新社26日报道，巴拿马运河管理局负责人瓦斯奎兹表示，对于建设新港口，"我们必须向所有感兴 趣的各方开放竞标，并寻求尽可能广泛的竞争"。他补充说，所有竞标方都将在平等的基础上进行投 标。报道称，对竞标感兴趣的企业包括东方海外货柜航运公司、中远海运（香港）有限公司、新加坡 PSA国际港务集团等。 今年早些时候，美国政府声称中国控制着巴拿马运河水道，并威胁要"收回"运河。在被媒体问到"如果 未来将项目授予中国公司，是否会加剧与美国的紧张关系"时，瓦斯奎兹表示不做任何猜测。 【环球时报特约记者 任重】据法新社26日报道，尽管美方扬言要重新掌控巴拿马运河这个至关重要的 贸易通道，但巴拿马运河管理局25日表示，在两个新港口的建设方面，运河对所有有意参与的相关方保 持开放。该管理局透露，中企有意竞标。 多家外媒今年8月报道称，巴拿马运河管理局计划出售两个尚未建成的港口的经营权，引入更多运营 商。《华尔街日报》援引巴拿马运河管理局负责人瓦斯奎兹的介绍称，将出售的两个港口位于巴拿马运 河两侧，中标者将负责建设港口设施，并获得20年的运营权。 法新社称，巴拿马运河管理局已开始与有意向的各方会面，为招标程序做准备。该局计划于2 ...

Core Insights - Shenzhen Port's Dapeng Port Area is undergoing planning adjustments to expand existing terminals, enabling accommodation for LNG vessels ranging from 8,000 to 217,000 cubic meters [1] - The port is a crucial LNG import hub in the Guangdong-Hong Kong-Macao Greater Bay Area, with plans for four LNG berths, three of which are already operational, enhancing natural gas utilization in various sectors [1] - The adjustment plan aims to upgrade the existing LNG berth to a capacity of 150,000 GT and extend the terminal's shoreline to 350 meters, addressing previous operational limitations [1] Industry Overview - The adjusted planning for the Dapeng Port Area will focus on the transportation of refined oil, LPG, and LNG, while maintaining its function as a duty-free supply zone for foreign vessels, thus expanding its operational scale [2] - By 2030, the port's throughput is projected to reach 3.5 million tons, reflecting significant growth potential [2] - The increasing stringency of emissions regulations by the International Maritime Organization is driving the adoption of LNG-powered vessels, making LNG handling capabilities a key indicator of a port's internationalization and service level [2] Performance Metrics - In 2024, Shenzhen Port's LNG throughput is expected to exceed 13.36 million tons, maintaining its position as the top port in the country for four consecutive years [3]