会议现场，国际航运组织代表、知名专家学者、相关企业负责人等200余人齐聚一堂。洋浦经济开 发区交通运输和港航局负责人详细分析洋浦港高质量发展的机遇。洋浦国际投资咨询有限公司相关负责 人围绕洋浦港口区位优势、海南自贸港航运优势政策、船舶登记和融资租赁便利化举措等方面，推介海 南自由贸易港航运产业。海南国际船舶登记管理局负责人以"船籍优选地，共赢新航程"为题，介绍海南 国际船舶登记的制度优势与实践。 当天，海南省交通运输厅、武汉理工大学和湖北东湖实验室签署战略合作框架协议，内容涵盖了科 技合作、人才培养、人员交流三大核心领域。儋州市政府(洋浦管委会)与北京首创财富投资管理有限公 司等5家重点企业达成多项投资协议，项目总投资达20亿元，为航运产业发展注入新动能。 本次专场活动不仅搭建了政企对话的高端平台，更以62条航线织就的全球航运网络、1000余家市场 主体汇聚的创新生态、15项船籍政策突破的制度型开放实践，彰显了海南自贸港"运输往来自由便利"核 心政策的落地成效。儋州市政府负责人表示，儋州正不断织密航线网络、扩大港口"朋友圈"，同时利 用"中国洋浦港"船籍港等一系列含金量极高的开放政策，大力发展海上风电等清洁能 ...

Group 1 - The event "Cross-Strait Maritime Culture Exchange" aims to enhance cultural exchange and industry cooperation between the two sides of the Taiwan Strait, focusing on maritime culture, talent cultivation, and economic integration [1][2][3] - The activities include academic discussions, skills exchanges, and youth networking, with a particular emphasis on the historical transmission and development of maritime culture, new opportunities and challenges in shipping, and the cultivation of shipping talent [2][3] - The establishment of a Cross-Strait Maritime University Alliance was a significant outcome, aimed at jointly cultivating high-quality maritime talent and deepening cultural exchanges [2][3] Group 2 - The event highlighted the theme of "Two Sides, One Family," showcasing the potential for economic collaboration and cultural integration in the maritime sector [3][4] - Xiamen is positioned as a crucial hub for cross-strait economic and cultural exchanges, with significant growth in passenger traffic on the "Mini Three Links" route, indicating a robust maritime connection [5] - Recent initiatives include the establishment of a training base for maritime personnel and the introduction of a new model for training, certification, and employment for Taiwanese crew members, reflecting a deepening collaboration in the maritime field [5]

在2025年陆家嘴论坛上，由中国银行、中国人保共同向中证指数有限公司申请定制开发的"中证中国银 行-中国人保航运发展主题指数"正式发布。 该指数选取水路运输、港口运营、船舶制造、集装箱制造、港口机械制造、空中运输、空港运营等领域 的上市公司证券，可综合反映航运业行业景气繁荣程度，是体现航运企业的管理水平、盈利能力以及市 场的供需情况的指标。 "中证中国银行-中国人保航运发展主题指数"旨在精准反映航运产业链中核心企业的整体表现，进一步 增强航运、造船、港口、物流等航运产业链主体的融资便利性，吸引更多投资者参与上海国际航运中心 建设，提升上海国际航运中心的规模经济与集聚效应，助力上海全面建成现代航运服务体系。 ...

Core Viewpoint - The shipping industry in Tianjin's Heping District is experiencing significant growth, with a complete industrial system and a high concentration of shipping-related enterprises, making it a key driver for high-quality development in the region [1][3][4]. Group 1: Industry Growth and Economic Impact - Heping District hosts over 1,100 shipping-related companies, with projected revenue exceeding 19 billion yuan in 2024, marking a 30% increase [1]. - Tianjin Tiyang International Logistics Co., Ltd. reported a revenue of over 58 million yuan from January to May 2025, reflecting a nearly 17% year-on-year growth [1]. - The shipping service industry in Heping District is expected to grow by nearly 50% in 2024 [6]. Group 2: Historical Context and Development - The shipping service industry in Heping District has historical roots dating back to the 19th century when Tianjin was opened as a commercial port, leading to the establishment of various shipping institutions [3]. - The area known as "Oriental Wall Street" has a rich financial service history, contributing to the development of high-end business buildings that support shipping enterprises [3]. Group 3: Strategic Initiatives and Collaborations - A strategic cooperation framework agreement was signed among Heping District, Tianjin Port Group, and Sea丰 International Holdings to enhance collaboration and develop a demonstration zone for integrated port-industry-city development [3]. - The district is focusing on creating an end-to-end comprehensive transportation service system, promoting digitalization and financial specialization in shipping products [4]. Group 4: Events and Networking - The third Tianjin International Shipping Industry Expo opened on June 12, 2023, showcasing diverse achievements and innovative models from local shipping companies, facilitating resource connections within the industry [6].

Core Insights - The article highlights the development of Tianjin's shipping industry as a "blue engine" driving high-quality growth, leveraging its port advantages and modernizing its operations [1] Group 1: Port Advantages - Tianjin Port serves as a crucial strategic point for connecting domestic and international markets, with 147 container shipping routes and trade links to over 500 ports in more than 180 countries [2] - The launch of a new Central Asia train service from Tianjin to Uzbekistan has reduced overall shipping costs by 20% to 30% compared to previous routes [2] - The port has optimized its services for China-Europe (Asia) freight trains, maintaining a leading position in cross-border land bridge transport volume among coastal ports [2] Group 2: Modernization Efforts - Tianjin Port has implemented automation upgrades and achieved recognition as a smart and green "double five-star" port, with annual green electricity generation capacity exceeding 300 million kilowatt-hours [3] - In the first four months of this year, Tianjin Port Group reported a cargo throughput of 162 million tons and a container throughput of 7.714 million TEUs, representing year-on-year growth of 1.2% and 4.3%, respectively [3] Group 3: Manufacturing Foundation - The establishment of digital factories in Tianjin's marine equipment manufacturing base exemplifies the city's push for high-end marine equipment manufacturing, with an annual production capacity of approximately 60,000 tons for the intelligent oil casing factory [4] - The Tianjin government aims to expand the marine economy's value chain and develop a complete industrial chain centered on marine equipment [4] - In the first two months of this year, the marine equipment industry in Tianjin achieved an output value exceeding 3.5 billion yuan, marking a year-on-year increase of 89.2% [4] Group 4: Shipbuilding Sector - The shipbuilding sector in Tianjin is recognized as a leading force in the marine economy, with the early delivery of a dual-fuel container ship for Mediterranean Shipping Company, contributing to a projected output value of 10 billion yuan for the year [5] - The development of the shipping industry is encouraged through the establishment of an integrated system of "industrial clusters + port clusters + shipping networks" [5] Group 5: Financial Ecosystem - Financial institutions in Tianjin are increasingly supporting the shipping industry, exemplified by a recent $200 million cross-border receivables financing deal aimed at the ship leasing industry [7] - The city has developed over 80 financial products related to shipping, addressing the needs for fund settlement, cross-border financing, and credit guarantees [7] - In the first quarter of this year, Tianjin's shipping insurance premium income reached 358 million yuan, reflecting a year-on-year growth of 16.74%, with ship insurance growth ranking among the top in the country [7]

Core Viewpoint - COSCO Shipping International (00517) reported a revenue of HKD 3.627 billion for the fiscal year 2024, reflecting a year-on-year growth of 8.54%, and a net profit attributable to shareholders of HKD 709 million, which is a 19.46% increase compared to the previous year [3] Financial Performance - The company achieved a net cash flow from operating activities of HKD 67.805 million, a significant decline of 87.04% year-on-year [24] - Basic earnings per share for the year were HKD 0.4838, with a weighted average return on equity of 9.03%, an increase of 1.44 percentage points from the previous year [20] - The proposed dividend for 2024 is HKD 0.215 per share [3] Valuation Metrics - As of April 24, the company's price-to-earnings (P/E) ratio (TTM) is approximately 9.26, the price-to-book (P/B) ratio (TTM) is about 0.83, and the price-to-sales (P/S) ratio (TTM) is around 1.81 [3] Revenue Composition - In 2024, the revenue breakdown includes: - Ship equipment and spare parts: HKD 1.8142 billion - Coatings: HKD 1.394 billion - General trade: HKD 2.219 billion - Insurance consulting: HKD 1.071 billion - Ship trading agency: HKD 0.004 billion - Other businesses: HKD 0.004 billion [16] Cash Flow and Investment Activities - The net cash flow from financing activities was negative HKD 661 million, a decrease of HKD 126 million year-on-year [24] - The net cash flow from investing activities was HKD 3.104 billion, compared to HKD 942 million in the previous year [24] Asset and Liability Changes - As of the end of 2024, cash and cash equivalents decreased by 5.08%, while intangible assets increased by 236.72% [33] - Accounts payable and notes payable increased by 14.44%, while contract liabilities decreased by 4.44% [36] Liquidity Ratios - The current ratio for 2024 is 7.31, and the quick ratio is 6.92, indicating strong liquidity [39]