Core Viewpoint - Fangda Carbon (600516.SH) announced plans to acquire 100% equity of Tianjin Tongda Huanyu Logistics Co., Ltd. from its related party Tianjin Yishang for 319 million yuan, constituting a related party transaction [1] Group 1: Acquisition Details - The acquisition aims to optimize inventory management and enhance logistics control efficiency within the company and its subsidiaries [1] - Tianjin Tongda was established on August 21, 2025, and is located in the Huaming High-tech Industrial Zone of Dongli District, Tianjin, covering an area of 294,300 square meters with a building area of 71,900 square meters [1] - The company specializes in cargo storage services and domestic and international freight forwarding, with a dedicated railway line and convenient transportation [1] Group 2: Strategic Objectives - The acquisition is expected to strengthen the company's risk resistance, reduce storage and logistics costs, and quickly access the logistics network, customer resources, and storage facilities in the Bohai Rim region [1] - This move is anticipated to enhance the company's market penetration in the region [1] Group 3: Recent Activities - Prior to this acquisition, Fangda Carbon successfully acquired an office building on Jianguo West Road in Shanghai for 456 million yuan on January 13 [1]

地缘政治紧张局势导致船舶绕行苏伊士运河，非洲的海上枢纽如今被视为替代物流路线。中国在东非地 区广泛的港口存在，凸显了嵌入式物流网络相较于（美国那种）永久性军事存在的优势，也增强了其应 对类似冲击的适应能力。重要的是，中国持续优先发展基于互联互通的韧性，而不是追求公海冲突优 势。 美国及其盟友仍保有压倒性海上实力与成熟的基地网络。但基础设施日益成为战略竞争的核心，中国在 非洲港口的发展方略通过在关键海上通道常态化存在、缩小后勤不对称性，正逐步改变环境。从深层 看，这种模式正在重塑传统海权认知：影响力来源不再仅限于舰队的规模，而是更多包括契约性整合、 准入权与所有权标准。北京的方略区别于西方基于联盟的模式，其特点在于愿意承担商业风险，并在政 治环境变动中保持运营能力，这体现出一种重视经贸影响力优势而非战略对抗的发展理念。 如今，基础设施本身已成为一种持久的影响力工具，中国成功融入非洲海洋经济，其在非洲港口的深度 参与正推动全球地缘政治格局发生更广泛的转变。（作者阿克尚·兰詹等，辛斌译） 港口在现代全球经济中具有重要的战略意义。中国企业资助、建设并运营港口设施，并将其作为共 建"一带一路"倡议的重要组成部分，将技术 ...