Core Viewpoint - The efficient operation of the Western Land-Sea New Corridor is significantly boosting companies' efforts to expand into international markets, as evidenced by the successful export of vehicles from Chongqing to countries like Saudi Arabia and the UAE [2] Group 1: Transportation and Logistics - In the first half of this year, Chongqing Chang'an exported 1,271 vehicles via the JSQ special train using a "railway container + roll-on/roll-off ship" model, with shipments occurring in six batches [2] - From January to July, the Western Land-Sea New Corridor transported a total of 872,000 TEUs (Twenty-foot Equivalent Units), marking a year-on-year increase of 75.3% [2]

7月3日，一艘满载集装箱的海轮驶离钦州港（无人机照片）。记者7月3日从国铁南宁局获悉，今年1至6月，西部陆海新通道班列累计运输货 物74.6万标箱，同比增长76.9%。新华社记者 张爱林 摄 目前，西部陆海新通道班列图定运行线路已达14条，以北部湾港、湛江港为起点，覆盖重庆、成都、贵阳、兰州、怀化、西安等地相关铁路站 点；西部陆海新通道班列运输货物品名已增加至1236种，涵盖电子产品、整车及零部件、机械、小家电、食品等数十个大类。（记者林凡诗） 【纠错】 【责任编辑:施歌】 记者7月3日从国铁南宁局获悉，今年1至6月，西部陆海新通道班列累计运输货物74.6万标箱，同比增长76.9%。 今年以来，西部陆海新通道班列运输呈现出一些新变化。例如，首次采取"铁路JSQ车衔接滚装船"铁海联运模式，实现商品汽车运输。此外，铁 路多式联运物流总包，也是今年西部陆海新通道班列运输的新举措，具有"一次委托、一箱到底、一次结算"的特点，还可全程追踪货物去向，提 升了运输效率，有效压缩了综合物流成本。 ...

Core Insights - The Western Land-Sea New Corridor has seen a significant increase in cargo transportation, with a total of 872,000 TEUs transported in the first seven months of the year, representing a year-on-year growth of 75.3% [1] - The efficient logistics network of the corridor has enabled more automotive companies to expand into international markets, exemplified by the transportation of 1,271 vehicles from Chongqing to Qinzhou Port for export to countries like Saudi Arabia and the UAE [1] - The corridor's infrastructure and operational efficiency have improved, with the Ma Huang Station completing its first phase of renovations, increasing its capacity by 25% [2] Infrastructure and Operational Enhancements - The Ma Huang Station, which handles over 90% of the iron-sea intermodal cargo for Beibu Gulf Port, has completed renovations that enhance its operational capacity [2] - The railway department has optimized the unloading process for electric vehicles, reducing the unloading time from 30 hours to 10 hours, thus improving efficiency [2] - By July 2025, the types of goods transported via the corridor are expected to expand to 1,291 categories, covering a wide range of products and reaching 162 stations across 74 cities in 18 provinces [2]

本报南宁8月9日电(庞革平、罗婕)记者从国铁南宁局获悉，今年前7月，西部陆海新通道班列累计运输 货物87.2万标箱，同比增长75.3%，其中7月13日突破80万标箱大关，较去年提前130天刷新纪录。 截至7月底，西部陆海新通道班列货物运输品类扩展至1291种，涵盖电子产品、整车及零部件、机械、 食品等数十个大类；辐射至国内18省74市162个站点，国际通达127个国家和地区的571个港口，成为连 接中国西部与全球贸易市场的关键纽带。 ...

内江国际物流港位于中国（四川）自由贸易试验区内江协同改革先行区，是内江建设服务成渝地区 双城经济圈建设、立足西部、面向东盟的区域物流枢纽的主阵地，2021年获批四川省级现代服务业集聚 区。铁路专用线是内江国际物流港的核心工程，总投资约8.5亿元，线路全长2.398公里，占地面积约 522.2亩，规划初期货运装卸能力约178万吨/年，二期建成后将提升至267万吨/年。运营初期，货物运输 将以到达为主，大宗矿石、建筑材料为主要品类。 8月7日9时，一列满载货物的列车平稳驶出内江国际物流港铁路专用线，标志着该铁路专用线正式 投入运营。 该铁路专用线不仅有效串联起成渝铁路、内六铁路，更能充分发挥四川南向货运大通道优势，高效 整合西部陆海新通道货运资源，为中欧班列等国际班列的开行提供便利条件，促进货物高效归集装运， 加快融入国际市场。（记者 寇敏芳） ...

据介绍，截至2025年7月底，西部陆海新通道班列货物运输品类扩展至1291种，涵盖电子产品、整 车及零部件、机械、食品等数十个大类，辐射国内18个省区市162个站点，国际通达127个国家和地区的 571个港口，成为连接中国西部与全球贸易市场的关键纽带。 国铁南宁局广西沿海铁路公司钦州港东站站长韦文康介绍，针对新能源汽车运输的特殊性，铁路部 门优化了作业流程，对接装卸单位增派卸车人员，汽车卸车时长由每列30小时降至10小时，实现新能源 汽车"到达、对位、卸车"三个环节高效衔接。 新华社南宁8月9日电（记者林凡诗）记者9日从国铁南宁局获悉，今年前7个月，西部陆海新通道班 列累计运输货物87.2万标箱，同比增长75.3%。 今年上半年，依靠西部陆海新通道日益完善的物流网络和铁路运输高效、综合成本低等优势，越来 越多国内汽车企业借此"出海"。面对西部陆海新通道持续攀升的运输需求，承担北部湾港90%以上铁海 联运货物周转功能的钦州市马皇站站改施工工程已完成第一阶段施工，站内14条股道初具形态，到发能 力提升25%。 ...

Core Insights - Changan Automobile has successfully exported 1,271 vehicles to the Middle East via the Western Land-Sea New Corridor, marking a significant expansion in its export operations [1][2] - The export includes a new addition of electric vehicles, highlighting the growing demand for "Made in China" and "Western China" automobiles in international markets [1][2] Group 1: Export Operations - The recent shipment of vehicles is part of a larger trend of increasing exports from China's automotive industry, with Changan and other brands like Seres seeing rapid growth [1] - The Western Land-Sea New Corridor has improved logistics networks, enabling more efficient and cost-effective transportation for automotive exports [1][2] Group 2: Customs and Logistics - The Qinzhou Port Customs has implemented a streamlined customs clearance process, enhancing the efficiency of vehicle exports through measures like "advance declaration" and "priority inspection" [2] - In the first half of the year, vehicle exports through Qinzhou Port reached 21,000 units, valued at 1.17 billion yuan, representing year-on-year growth of 27.72% and 26.99% respectively [2]

Investment Rating - The report suggests a positive outlook on Sichuan Road and Bridge as a leading player in Southwest infrastructure, highlighting its current combination of regional infrastructure growth and dividend yield [3][15]. Core Insights - The report emphasizes the importance of local manufacturing in Africa, particularly for companies like Keda Manufacturing, which is positioned as a leader in localized production and sales [4][16]. - The report notes a price increase in RTF copper foil, indicating a high demand for HVLP products, and suggests continued investment in copper foil and electronic cloth sectors [5][17]. - The report tracks the performance of various materials, indicating a downward trend in cement prices and a mixed outlook for glass and fiberglass markets [6][18][22]. Summary by Sections Weekly Discussion - Sichuan Road and Bridge is highlighted for its strong position in Southwest infrastructure, with a reported investment of 134.9 billion yuan in transportation construction, ranking second nationally and showing a 3.5% increase year-on-year [3][15]. Cyclical Linkage - Cement prices averaged 340 yuan per ton, down 43 yuan year-on-year, with an average shipment rate of 44.7% [6][18]. - Glass prices increased to 1295.28 yuan per ton, reflecting a 4.58% rise, while concrete mixing stations reported a capacity utilization rate of 7.12% [6][18]. - The report warns of potential price declines in steel due to market fundamentals [6][18]. National Subsidy Tracking - The report mentions the allocation of 690 billion yuan for consumer goods replacement subsidies, with plans for further funding in October [7][19]. Important Changes - Notable acquisitions include Defu Technology's purchase of Circuit Foil Luxembourg for 174 million euros and the listing of Hanhai Group on the A-share market [8][20][21]. Market Performance - The construction materials index fell by 3.96% over the week, with specific declines in glass manufacturing and fiberglass sectors [24]. Material Price Changes - Cement prices continued to decline, with a national average of 340 yuan per ton, while glass prices showed a slight increase [32][41]. - Fiberglass prices remained under pressure, with a reported average of 3595.25 yuan per ton [66].

Group 1 - The Central Political Bureau of the Communist Party of China convened a meeting to decide on the Fourth Plenary Session of the 20th Central Committee, focusing on the current economic situation and economic work, chaired by General Secretary Xi Jinping [1] - A meeting with non-Party figures was held to discuss the current economic situation and work for the second half of the year, with important remarks made by Xi Jinping [2] - The publication of the bilingual edition of "Xi Jinping: The Governance of China" Volume V was announced [3] Group 2 - China has become one of the countries with the highest port customs clearance efficiency as part of the "14th Five-Year Plan" for high-quality development [4] - The trade talks between China and the United States took place in Stockholm, Sweden [5] - In the first half of the year, revenue from large-scale cultural enterprises in China increased by 7.4% year-on-year [10]

Core Insights - Hunan Huaihua is integrating into the Western Land-Sea New Corridor, focusing on developing an international land port and enhancing open platforms to promote local industries such as bags and bamboo products [1][2][3] Trade Growth - In 2024, Huaihua's trade with ASEAN increased by 28.9%, marking three consecutive years of leading foreign trade growth in Hunan Province [1] - From 2022 to 2024, Huaihua's import and export volume with RCEP countries grew at an average annual rate of 87.23% [1] Logistics and Transportation - Huaihua International Land Port saw a 31% year-on-year increase in train shipments, with 601 trains dispatched in the first half of the year [1] - The cost of transporting a 40-foot container of agricultural machinery has decreased from 32,000 yuan to approximately 17,000 yuan due to optimized rail services [4] Industrial Development - The bag manufacturing industry in Huaihua has rapidly developed, with 37 bag companies established in two years, achieving an annual output value exceeding 1.7 billion yuan [6][7] - Huaihua's bag export value reached 260 million yuan in the first half of the year, reflecting an 80.2% year-on-year increase [7] Policy and Infrastructure - The implementation of a tax refund policy for export enterprises has significantly reduced the refund period by 5 to 10 days [10] - A multi-modal transport center at Huaihua International Land Port is set to enhance logistics efficiency, with a capacity of 100,000 TEUs annually [10][11] Future Goals - Huaihua aims to achieve a target of 1,000 train services, 1,000 tons of cargo throughput, and a total output value of 100 billion yuan by 2026 [8]