Group 1 - The core viewpoint of the article highlights a significant surge in port and shipping stocks, particularly with Nanjing Port hitting the daily limit increase [1] - Nanjing Port experienced a limit-up increase, indicating strong investor interest and confidence in the stock [1] - Other companies in the sector, such as China National Offshore Oil Corporation (CNOOC), Lianyungang, and several others, also saw notable gains, with increases exceeding 5% [1]

□ 南京日报/紫金山新闻记者 周容璇 刘安琪 人畅其行，物畅其流。随着"公铁水空"立体网络日趋完善，长三角在更好支撑和服务中国式现代化上破 浪前行。近日，我市编制印发《2025年南京市深入推进长三角一体化发展工作要点》（以下简称《工作 要点》），用交通"硬连接"书写区域协调发展新篇章。 交通网络"硬连接"，畅通发展"大动脉" ——"'长来长往'，南京今年这样干"系列报道① "轨道上的长三角"加快建设 近日，在南京北站站房Ⅰ标桩基建设现场，最后一根钻孔灌注桩顺利完成混凝土浇筑，标志着南京北站 地下站房区域桩基工程全部完成，项目建设进入站房地上结构施工。 5月5日，首班"南京—安克雷奇—墨西哥城"全货机航线从南京禄口国际机场起飞。该航班由金鹏航空执 飞，每周一班，采用747机型，可载重110吨。这也是南京机场首次开通"南京—墨西哥城"全货机航线。 2024年，禄口国际机场国际货邮吞吐量达7.5万吨，创历史新高。根据《南京国际性综合交通枢纽发展 专项规划（2024—2035年）》，南京接下来将重点打造区域性航运物流中心和区位门户国际航空枢纽。 航空枢纽是当下城市竞逐的热门赛道。《工作要点》提出，加快禄口国际机场三期 ...

Core Insights - The newly opened direct shipping route from Huizhou Port to Haiphong Port, Vietnam, has successfully transported nearly 350 tons of goods in its first month, including polyether polyols and speaker components [1][2] - This route primarily serves the petrochemical energy new materials and electronic information industries, allowing goods to reach Haiphong Port in just 2 days, with a total delivery time of 5 days through seamless "port-to-port" and "door-to-door" logistics [1][2] Group 1 - The direct shipping route offers stable pricing throughout the year, punctual sailing schedules, and point-to-point direct shipping, significantly reducing logistics cycles and costs [1] - Huizhou Customs has implemented measures to simplify processes and enhance efficiency, providing a "one-stop" customs clearance solution to help businesses quickly connect with Southeast Asian markets [1][2] Group 2 - Huizhou Customs has proactively engaged with terminal operators, shipping agents, and freight forwarders to understand their needs and vessel schedules, establishing a dedicated team to oversee cargo declaration, customs clearance, and inspection processes [2] - The customs authority aims to continuously optimize the port business environment and improve the efficiency of import and export cargo clearance, contributing to the high-quality development of the local economy [2]

ST锦港自1999年06月09日上市至今，已迎来26周年。从上市首日收盘价为9.07元、市值57.23亿元，到如今市值达到18.22亿元，ST锦港的成长轨迹充满波 折，更是经历了从辉煌到困顿的巨大转变，但从最近几年公司经营表现来看，业绩持续恶化，面临严峻挑战。 ST锦港的主营业务包括港务管理、港口装卸、水运辅助业、公路运输、物资仓储等。其核心产品主要分为劳务和服务、其他等，从产品收入结构来看，劳 务和服务占比最高，达到93.62%，其次是其他，占比1.83%。 ST锦港上市的1999年，当年实现归母净利润1.47亿元，截至最新完整财年的2024年，公司实现-65.67亿元的归母净利润，累计利润增长了-4559.12%。这26个 年间，ST锦港有2年出现亏损，归母净利润增长的年份达到12年，占比高达48.0%。从最近年份的ST锦港财报来看，公司经营状况急剧恶化。 2015年06月02日，ST锦港的市值巅峰达到236.47亿元，股价也顺应升至11.81元。而至2025年05月29日收盘，ST锦港的股价为0.91元，市值为18.22亿元，相 比峰值时期市值减少218.25亿元，市值蒸发了92.29%。 利润角度分析 ...

受美国政府关税政策影响，美国最大、最繁忙的集装箱港口洛杉矶港货运量及港口业务持续呈现下降和疲软态势。 据美国《洛杉矶时报》当地时间7日报道，洛杉矶港执行董事吉恩·塞罗卡表示，过去两周，参与该港口运营的近一半的码头工人没活可 干。他还表示，该港口5月的货运量比预期减少了25%。 洛杉矶港执行董事吉恩·塞罗卡告诉《洛杉矶时报》，这些码头工人并没有被裁员，但他们的工作机会不像以前那么多。塞罗卡表示，自 美国关税政策出台以来，特别是在5月份，确实看到了工作量的下降。 《洛杉矶时报》报道称，美国政府的关税政策极大地抑制了运往美国的货物，导致洛杉矶港和长滩港的货运量下降。作为美国的两大港 口，它们为数千名码头工人、重型设备操作员以及卡车司机提供了工作岗位。但随着美国关税政策对全球贸易带来的冲击，近期港口工 作正急剧减少。 1100至1400个。 塞罗卡将工作量的减少归因于港口货运量的下降。塞罗卡还指出，目前预测的6月份数据也远低于传统预期。 港口货运量下降波及洛杉矶物流经济 《洛杉矶时报》还报道称，货运量的下降对洛杉矶的物流经济产生了更广泛的连锁反应。报道援引一份2023年发布的报告称，洛杉矶港 和长滩港为当地服务供应商 ...

受美国政府关税政策影响，美国最大、最繁忙的集装箱港口洛杉矶港货运量及港口业务持续呈现下降和 疲软态势。据美国《洛杉矶时报》当地时间7日报道，洛杉矶港执行董事吉恩.塞罗卡表示，过去两周， 参与该港口运营的近一半的码头工人没活可干。他还表示，该港口5月的货运量比预期减少了25%。洛 杉矶港执行董事吉恩.塞罗卡告诉《洛杉矶时报》，这些码头工人并没有被裁员，但他们的工作机会不 像以前那么多。塞罗卡表示，自美国关税政策出台以来，特别是在5月份，确实看到了工作量的下降。 (央视新闻) ...

Core Insights - The global trade industry is facing multiple shocks due to ongoing changes in international trade policies, including increased tariffs from the U.S. and shifts in trade dynamics with various regions [2][3][4] Group 1: Port Responses - Guangzhou Port, with over 80% of its container routes linked to Belt and Road Initiative countries, is maintaining a calm and orderly atmosphere despite the challenges, with a reported container throughput of 8.85 million TEUs from January to April, a year-on-year increase of 8% [3][4] - Ningbo-Zhoushan Port is experiencing a more vibrant activity level, with truck drivers reporting a recovery in transport volume since May, moving from 15-16 trips a month in April to 5-6 trips a week [5][6] - The container throughput at Ningbo-Zhoushan Port reached 13.57 million TEUs in the first four months, reflecting a 9.9% year-on-year growth, with emerging markets showing over 20% growth [3][9] Group 2: Market Dynamics - The trade landscape is shifting, with a notable increase in exports to Southeast Asia and Central Asia, while exports to the U.S. are expected to recover due to recent tariff adjustments [9][10] - The logistics sector is adapting to increased uncertainty in international trade, with companies diversifying their service offerings and seeking alternative supply sources to mitigate risks [14][15] - The automotive export market is seeing significant growth, particularly in electric vehicles, with a reported 130% year-on-year increase in exports, while imports from the U.S. have sharply declined [12][14]

Group 1 - The port and shipping sector has seen a significant rise, with HNA Technology (600751) hitting the daily limit up, indicating strong investor interest [1] - Chongqing Port (600279) has increased by over 6%, reflecting positive market sentiment towards port stocks [1] - Other companies such as Nanjing Port (002040), Xiamen Port Authority (000905), and Phoenix Shipping (000520) have also experienced upward movement, suggesting a broader trend in the industry [1] Group 2 - There is a notable influx of dark pool funds into these stocks, indicating increased trading activity and potential investment interest [1]

Core Insights - Wuhan Yangluo Port has achieved a record international direct shipping cargo volume of 108,100 tons from January to May 2023, surpassing the total volume of 100,500 tons for the entire year of 2018, marking the highest annual cargo volume in nearly a decade [1][5] Group 1: International Shipping Routes - A total of five international direct shipping routes have been opened, with the Panama-flagged vessel "Kangshun 99" successfully docking at Wuhan Yangluo Port, transporting 7,968 tons of key raw materials from Indonesia to the leading enterprise in Hubei, Greeenme [2] - The newly established "Indonesia Labota Port - Wuhan Yangluo Port" direct shipping route has significantly reduced transportation time by 7 to 10 days by eliminating the need for transshipment at external ports [2] - The "nickel fast line" tailored for Greeenme's Indonesian park has completed 34 transport trips this year, with a total import and export cargo throughput of 94,800 tons [2] Group 2: Economic Impact and Efficiency - The opening of the direct shipping route has led to a significant reduction in logistics costs for Greeenme, with the company expecting the value of goods transported via this route to exceed $1 billion this year [2] - The "direct docking" initiative at Yangluo Port has improved operational efficiency by allowing foreign vessels to dock directly, reducing the waiting time at anchor and streamlining customs inspections [4][5] - The first trial of the "direct docking" by the Panama-flagged vessel "LAN NING 19" took only 20 minutes, setting a record for the shortest docking time at Yangluo Port, saving approximately 30,000 yuan per vessel in costs [5]

Group 1 - The launch of international cargo transportation from the Xikou Port in Tongjiang officially began with the first voyage of two cargo ships to Khabarovsk, Russia, marking a significant milestone for cross-border trade [1] - The first shipment consisted of over 1,130 tons of goods valued at 20 million yuan, including stone materials, elevator parts, and color-coated steel coils, which will meet market demands in Russia and support domestic companies in expanding overseas [1] - The company plans to achieve an annual transport volume of 200,000 tons by 2025, focusing on cement exports and imports of organic fertilizers and copper concentrate [1] Group 2 - The Tongjiang Entry-Exit Border Inspection Station has implemented strict inspection processes to ensure the safe and efficient passage of cargo ships, contributing to the economic development of the port [2] - Future efforts will focus on deepening reforms, optimizing customs services, and enhancing the role of border inspection in promoting high-level openness and quality development of the port [2]