□ 刘小平 党的二十大报告提出要"深入实施区域协调发展战略"。江苏作为经济大省和改革开放前沿阵地，始终把 区域协调发展作为推进中国式现代化江苏新实践的核心任务，在破解省域发展不平衡不充分问题上积累 了扎实经验。站在新的起点，江苏正处在从量的积累迈向质的飞跃的关键阶段，区域发展呈现新特征新 矛盾，必须坚持系统观念，强化改革创新，优化路径举措，加快构建区域互补、跨江融合、南北联动的 高质量发展新格局。 江苏区域协调发展的现实表征 板块发展梯度差异显著。长期以来，江苏苏南、苏中、苏北三大板块因地理区位、产业基础、资源禀赋 差异，形成了明显的发展梯度。高端要素集聚呈现"向南倾斜"特征，苏州、无锡、常州等地高新技术企 业密集、研发投入强度大，而苏北地区仍面临人才外流、技术创新支撑能力相对薄弱的困境。 江苏区域协调发展的优化路径 江苏要聚焦差异化协同、要素市场化配置、跨区域治理三大方向，全面深化改革创新，着力破解深层次 结构性矛盾，加快构建优势互补、高质量发展的区域经济格局。 立足不同区域发展基础，实施差异化协同策略。要紧扣苏南、苏中和苏北三大板块发展基础，持续优 化"苏南创新引领、苏中承上启下、苏北特色发展"的协同体系 ...

来源：新浪证券-红岸工作室 2月26日，重庆港涨0.18%，成交额5158.67万元，换手率0.80%，总市值64.92亿元。 异动分析 统一大市场+航运概念+国企改革+一带一路+民爆概念 5、子公司重庆市渝物民用爆破器材有限公司，主要经营炸药、雷管、导火索、导爆索等民用爆破器材 及原材料。 1、公司以港口为依托，围绕铁、公、水多式联运，坚持大客户战略，充分整合仓储、航运、铁路、公 路、口岸等物流要素资源，积极拓展贸易物流、供应链物流等业务。 2、公司主营业务是港口中转运输业务和综合物流业务，公司的主要产品及服务为装卸及客货代理业 务、综合物流业务、商品贸易业务、爆破施工业务。公司港口码头通过能力强。近年来通过对港口码头 建设投资及改(扩)建,已基本形成了集装箱、件杂散货、商品车和化工等专业化码头(群),港口货物通过能 力和集装箱吞吐能力位居西南地区首位。 3、公司属于国有企业。公司的最终控制人为重庆市国有资产监督管理委员会。 4、主营装卸及综合物流、商品销售等,重庆处在"一带一路"、长江经济带等重大发展战略的节点上,承东 启西、连接南北,是衔接和联动几大战略的重要枢纽,具有良好的互联互通基础。 (免责声明： ...

来源：新浪证券-红岸工作室 2月25日，北部湾港涨2.02%，成交额6.25亿元，换手率2.88%，总市值255.56亿元。 异动分析 自由贸易港+航运概念+统一大市场+一带一路+冷链物流 1、公司在互动平台称：洋浦港与北部湾港是西部陆海贸易新通道两个最关键的物流节点，海南自由贸 易港政策有利于促进两港合作，实现双赢。 2、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 区间今日近3日近5日近10日近20日主力净流入322.77万9864.24万1.50亿1.54亿-1.29亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2.96亿，占总成交额的8.05%。 技术面：筹码平均交易成本为9.57元 3、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作 ...

这个春节假期消费热潮从何而来？商务部原副部长魏建国近日在接受中国经济网记者采访时表示，马年 春节消费热潮不是简单的节日消费回暖，而是统一大市场规模效应、联通效应、集聚效应的集中释放， 实打实的数据印证了市场一体化的强劲动能。 商务大数据显示，假期前四天，全国重点零售和餐饮企业日均销售额较2025年假期前四天增长8.6%。 假期前三天，商务部重点监测的78个步行街（商圈）客流量、营业额比去年同期分别增长4.5%和 4.8%。假期前三天，重点平台国内游消费增长4.5%。 魏建国分析，我国商品和要素跨区域自由流动，打破了地域边界壁垒，形成了"全国一盘货、全域通买 卖"的大流通格局；全国综合立体交通网、现代物流配送网络、数字信息渠道全面贯通发力，让春节消 费"货畅其流、事捷功倍"。 "14亿多人口、4亿多中等收入群体的超大规模市场，在马年春节实现需求与供给的精准对接，国内市场 与全球需求双向联通，统一大市场已成为吸引全球资源的'强磁场'。"魏建国说。 其次，要抓好基础设施联通，提升流通效应。完善国家物流枢纽网络，大力发展多式联运、标准化物 流，推动物流成本持续下降；加快数字基础设施互联互通，推进数据要素全国统一市场建 ...

Core Viewpoint - The news highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in the Western Land-Sea Trade Corridor and its alignment with national policies such as the Belt and Road Initiative and the Hainan Free Trade Port [2][3]. Group 1: Company Performance - Beibu Gulf Port's stock increased by 2.87% with a trading volume of 5.56 billion yuan and a market capitalization of 25.05 billion yuan [1]. - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, reflecting a year-on-year growth of 14.26%, representing 100% of the port's total container throughput [3]. Group 2: Strategic Importance - Beibu Gulf Port is identified as a key logistics hub in the Western Land-Sea Trade Corridor, facilitating the transformation of cargo from bulk to containerized, thereby enhancing integration with inland industries [2][3]. - The port is positioned as a crucial gateway for international trade with ASEAN countries, supporting national strategic initiatives such as the construction of the 21st Century Maritime Silk Road [3]. - The company is the sole operator of public terminals in the Guangxi Beibu Gulf region, playing a vital role in the development of logistics and trade in southwestern China [3]. Group 3: Business Operations - The main business activities of the company include port loading and unloading, storage, tugboat services, and logistics agency services, with loading and unloading services accounting for 94.59% of revenue [8]. - The port has qualifications for importing fruits, alcohol, and meat, and has established multiple shipping routes for Thai and Vietnamese fruits, offering comprehensive cold chain logistics services [3][8]. - The company is committed to expanding its operations and enhancing cooperation with clients and partners in port construction, operation, and logistics supply chain services [2].

来源：新浪证券-红岸工作室 2月24日，盐田港涨1.56%，成交额1.33亿元，换手率0.92%，总市值237.10亿元。 异动分析 航运概念+统一大市场+国企改革+粤港澳大湾区+深圳国企改革 1、深圳市盐田港股份有限公司的主营业务包括码头的开发与经营；货物装卸与运输；港口配套交通设 施建设与经营；港口配套仓储及工业设施建设与经营等。公司的主要产品或提供的劳务：高速公路收 费、港口货物装卸运输、仓储及其他服务。 2、公司的主要业务包括：投资港口货物装卸与运输业务，码头建设工程管理，收费高速公路经营管 理，海关监管仓和其他港口配套仓储经营。公司从事的港口行业属于国民经济基础产业，行业的发展水 平与国家及区域经济贸易发展状况密切相关。在"双循环"新发展格局下，港口作为连接国内与国际的交 通枢纽，具备放大汇聚物流、资金、贸易、数据的价值；港口主业与以港口为核心的港口供应链成为连 接国内国际两个市场的重要手段。 3、公司属于国有企业。公司的最终控制人为深圳市人民政府国有资产监督管理委员会。 4、深圳企业,国企,主营港口业务,世界单港集装箱吞吐量最高的码头之一,市场对盐田港整体上市预期较 大,作为大湾区的主要港口之一, ...

Group 1 - The article emphasizes the need for a unified national market to avoid issues like overcapacity seen in emerging industries such as solar energy due to local competition and redundant construction [1] - It highlights the importance of establishing uniform market rules, fair regulation, and high-standard connectivity of market facilities to facilitate the free flow of resources like capital, technology, data, and talent across regions [1] - Breaking down administrative barriers and regional blockades, as well as opposing administrative monopolies, is deemed crucial, with a focus on allowing market dynamics to dictate regional and industrial division of labor to prevent new rounds of overcapacity caused by excessive government intervention [1]

Core Viewpoint - The article discusses the performance and strategic importance of Beibu Gulf Port, highlighting its role in the Western Land-Sea Trade Corridor and the benefits from the Hainan Free Trade Port policy. Group 1: Company Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3] - The container throughput reached 802.20 million TEUs, with a year-on-year growth of 14.26%, representing 100% of the total container throughput at Beibu Gulf Port [3] - The company reported an operating revenue of 5.535 billion yuan for the period from January to September 2025, reflecting a year-on-year increase of 12.92%, while the net profit attributable to the parent company was 789 million yuan, down 13.89% year-on-year [8] Group 2: Strategic Importance - Beibu Gulf Port is a key logistics hub in the Western Land-Sea Trade Corridor, facilitating the transformation of bulk cargo to containerized cargo, thus enhancing the integration with inland industries [2] - The port is positioned as a crucial gateway for the national strategy to connect with ASEAN and is supported by local government policies aimed at boosting port logistics development [3] - The company operates as the sole public terminal operator in the Guangxi Beibu Gulf region, playing a significant role in the development of the southwestern coastal port cluster [3] Group 3: Business Operations - The main business activities include container and bulk cargo handling, storage, and port services, with a revenue composition of 94.59% from handling and storage, 3.55% from tugboat services, and 1.16% from cargo surveying [8] - The port has qualifications for importing fruits, wines, and meats, and has established multiple shipping routes for Thai and Vietnamese fruits, providing comprehensive cold chain logistics services [3]

Core Viewpoint - The company operates as a key logistics hub in the Guangxi Beibu Gulf region, benefiting from policies related to the Hainan Free Trade Port and the Belt and Road Initiative, which enhance its operational capabilities and market reach [2][3]. Company Overview - The company is the sole operator of public terminals in the Guangxi Beibu Gulf region, with its port being a major player in China's southwestern coastal port group [3]. - The main business activities include container and bulk cargo handling, storage, and port services, with a revenue composition heavily reliant on handling and storage services [8]. Operational Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, marking a 14.26% increase year-on-year, representing 100% of the port's total container throughput [3]. Strategic Importance - The company plays a crucial role in the national strategy to establish an international corridor towards ASEAN and to support the development of the southwestern and central southern regions of China [3]. - The local government is increasing policy support for port logistics development, aligning with the national focus on the Belt and Road Initiative and the Western Land-Sea New Corridor [3]. Financial Performance - For the period from January to September 2025, the company reported an operating income of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [8]. - The company has distributed a total of 3.034 billion yuan in dividends since its A-share listing, with 1.396 billion yuan distributed over the past three years [8]. Market Position - The company is positioned within several concept sectors, including RCEP, natural gas, port transportation, and the Belt and Road Initiative [8]. - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase of 42.47% in shareholder numbers [8].

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle sector, particularly in semi-trailers and refrigerated vehicles, and is actively expanding its product offerings in hydrogen energy and cold chain logistics [2]. Group 1: Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer and a leading producer of specialized vehicle superstructures and refrigerated bodies in China [2]. - The company was established on August 29, 1996, and went public on July 8, 2021, with its main business revenue composition being 80.61% from semi-trailers, 17.14% from superstructures, and 2.25% from other sources [6]. - As of September 30, the company reported a revenue of 15.012 billion yuan, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% year-on-year [7]. Group 2: Market Activity - On February 11, the stock price of CIMC Vehicles increased by 0.40%, with a trading volume of 127 million yuan and a turnover rate of 0.87%, leading to a total market capitalization of 18.704 billion yuan [1]. - The company has seen a net outflow of 20.8193 million yuan from major funds, representing 0.17% of the total, and has experienced a reduction in major fund holdings for two consecutive days [3][4]. Group 3: Product and Strategic Developments - The company has launched hydrogen energy refrigerated vehicle products based on customer demand, indicating a strategic move towards sustainable energy solutions [2]. - CIMC Vehicles has signed a cooperation framework agreement with Huawei to work on digital transformation and intelligent upgrades, showcasing its commitment to innovation and modernization [2].