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港A异动丨中集集团逆势走强 H股大涨约12% A股涨停创逾7个月新高!
Ge Long Hui· 2025-11-14 07:12
港A股主要指数今日全线飘绿,中集集团AH股逆势走强,其中,中集集团A股(000039.SZ)午后强势涨停,报8.94元,封单逾6万手,股价创逾7个月新高,最 新A股市值482亿元;中集集团H股(2039.HK)亦大涨11.83%报8.13港元,股价创逾一个月新高,最新H股市值435亿港元。 资金面上,中集集团近日持续回购公司股份,11月13日再度耗资人民币2000万元回购246万股A股,回购价格每股人民币8.12-8.14元。同日,公司耗资2000 万港元回购280.5万股H股,每股回购价6.98-7.27港元。 储能板块方面,中集集团近日在互动平台回复投资者提问时表示,公司不断构建储能产业链集成能力,产品覆盖发电侧、电网侧及工商业储能系统,并与海 外大型风力发电运营商建立稳固合作。此外,自2020年起石家庄安瑞科在气体储能领域率先实现新突破,引领行业发展,储能产品涵盖了压缩空气、氢气、 二氧化碳等多种储能方式,并为国内多个大型储能项目提供解决方案和批量储能容器。 此外,在集装箱和海洋工程业务方面,中集集团今年前三季度集装箱干箱销量好于预期。瑞银近日发研报指,预计公司海洋工程相关业务2026-27利润贡献 将 ...
中集集团逆势走强 H股大涨约12% A股涨停创逾7个月新高!
Ge Long Hui· 2025-11-14 07:09
11月14日,中集集团AH股逆势走强,其中,中集集团A股(000039.SZ)午后强势涨停,报8.94元,封单逾6万手,股价创逾7 个月新高,最新A股市值482亿元;中集集团H股(2039.HK)亦大涨11.83%报8.13港元,股价创逾一个月新高,最新H股市值 435亿港元。 港股频道更多独家策划、专家专栏,免费查阅>>责任编辑:磐石 资金面上,中集集团近日持续回购公司股份,11月13日再度耗资人民币2000万元回购246万股A股,回购价格每股人民币 8.12-8.14元。同日,公司耗资2000万港元回购280.5万股H股,每股回购价6.98-7.27港元。储能板块方面,中集集团近日在互 动平台回复投资者提问时表示,公司不断构建储能产业链集成能力,产品覆盖发电侧、电网侧及工商业储能系统,并与海 外大型风力发电运营商建立稳固合作。 此外,自2020年起石家庄安瑞科在气体储能领域率先实现新突破,引领行业发展,储能产品涵盖了压缩空气、氢气、二氧 化碳等多种储能方式,并为国内多个大型储能项目提供解决方案和批量储能容器。此外,在集装箱和海洋工程业务方面, 中集集团今年前三季度集装箱干箱销量好于预期。瑞银近日发研报指, ...
研客专栏 | 大豆专题:美国港口运输简介
对冲研投· 2025-03-25 12:28
Core Insights - The article discusses the significance of U.S. ports in international trade, highlighting that maritime shipping accounts for 41.5% of the total trade value, amounting to $2.1 trillion in 2023, with exports at 35.5% and imports at 64.5% [3][5][10]. U.S. Port Overview - U.S. ports are categorized into coastal ports, Great Lakes/St. Lawrence Seaway ports, and inland ports, with coastal ports including those on the East Coast, West Coast, and Gulf Coast [8][9]. - The major types of cargo transported include containers, dry bulk, liquid bulk, breakbulk, and roll-on/roll-off [3][15]. Cargo Distribution - Dry bulk cargo distribution shows that the Gulf Coast accounts for 42%, the West Coast for 10%, the East Coast for 12%, inland ports for 18%, and the Great Lakes for 16% [3]. - Container distribution indicates that the Gulf Coast holds 8%, the West Coast 41%, and the East Coast 47%, with East Coast ports outperforming West Coast ports [3][27]. Port Performance Metrics - In 2022, U.S. ports handled 2.6 billion short tons of cargo, with domestic cargo at 43%, imports at 25%, and exports at 32% [10]. - The top 25 ports accounted for 71% of the total cargo volume, processing 1.86 billion short tons in 2022, an increase from 1.8 billion short tons in 2021 [35][36]. Major U.S. Ports - The top five ports by total tonnage are Houston Port Authority, South Louisiana Port, Corpus Christi, New York/New Jersey, and Long Beach [38]. - Houston Port is the largest in terms of cargo handling, followed by South Louisiana, which is the largest grain export port in the Western Hemisphere [38]. Export and Import Trends - U.S. exports have steadily increased from 1.16 billion tons in 2014 to 1.741 billion tons in 2023, a growth of 50.1%, primarily driven by Gulf Coast ports [30]. - In contrast, total imports decreased from 1.27 billion tons in 2014 to 1.1 billion tons in 2023, a decline of 13.9%, mainly due to reduced crude oil imports from the Gulf Coast [31]. Key Commodities - Major U.S. exports include natural gas, crude oil, coal, agricultural products, and gasoline, with the Gulf Coast accounting for 70% of the export volume [40][41]. - The primary imports consist of crude oil, non-metallic minerals, electronic products, vehicles, textiles, and machinery, with the East Coast ports handling the largest share of imports [42][43].