为保障海量货源稳定性，广州港创新"港口+内陆"联动模式，新增柳州内陆港节点，内陆港及办事处总 数达35个，覆盖云南、湖南、贵州、江西等地区；扩容海铁联运班列，开通"湘粤非海铁联运快线""长 江经济带——东南亚"海丝电商班列等新通道，湖南货物通过株洲、衡阳等节点1天抵广州南沙、5天达 越南、7天达泰国。 广州港现开行海铁联运班列39条、广州港穿梭巴士74条，辐射湘赣川等内陆腹地，通过构建腹地立体网 络将区域全面经济伙伴关系协定(RCEP)关税优惠转化为"内陆工厂——国际港口"的直通优势。(完) 中新网广州5月12日电 (记者 蔡敏婕)广州市港务局12日发布消息称，今年1月至4月，广州港外贸货物吞 吐量同比增长17.49%，外贸集装箱吞吐量增长21.91%，实现双位数增长。 4月，广州港外贸货物和集装箱吞吐量同比增长19.23%和20.37%。其中，东盟方向集装箱量同比增长 30.88%，占外贸总量比重提升至20.27%；欧盟航线网络持续优化，新增2班直航服务；共建"一带一 路"国家业务表现尤为突出，同比增长49.48%。 广州港现有集装箱航线283条，外贸177条，其中通往共建"一带一路"国家的集装箱航线达到1 ...

展望未来，各家公司如何维持盈利水平，有哪些新的增长点？亦是业绩会上的热门话题。 例如，上港集团投资者向管理层抛出疑问：在人工、能源成本上升压力下，如何通过自动化码头推广和 供应链优化维持盈利水平？ 近日，上海国有控股上市公司2024年度集体业绩说明会于上证路演中心举行，上港集团（600018）、华 谊集团（600623）、上海医药（601607）、浦发银行（600000）、中国太保（601601）、数据港 （603881）等6家上市公司参加了本次集体业绩说明会。 在国企改革背景下，如何做好市值管理、如何规划未来发展战略、如何提高盈利水平等是本场业绩会上 投资者颇为关注的话题。 上海医药总裁沈波在回复投资者有关市值管理的提问时阐述，公司始终将市值管理作为长期战略的重要 组成部分，多措并举加强市场沟通，注重股东回报，已连续十几年保持每年30%以上的分红比例。近 期，公司已经出台市值管理制度。未来，公司将持续通过优化资本运作机制、聚焦核心价值创造、构建 良性互动机制等方式维护投资者利益与市场信心，为股东创造长期稳健回报。 谈及未来发展战略，沈波介绍，公司持续优化体系，打造创新生态。在创新体系方面，公司持续夯实小 分 ...

证券代码：000582 证券简称：北部湾港 公告编号：2025025 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司已于2025年4月25日在《中国证券报》《证券时报》 及巨潮资讯网站（www.cninfo.com.cn）上刊登了《关于召开2024 年度股东大会的通知》，现将本次股东大会内容再次公告如下： 一、召开会议的基本情况 （一）股东大会届次：2024年度股东大会 （二）股东大会的召集人：公司董事会 （三）会议召开的合法、合规性： 为2025年5月15日（星期四）9:15—15:00。 （五）会议召开方式： 本次会议采取现场表决与网络投票相结合的方式。 （六）会议的股权登记日：2025年5月12日（星期一） 《关于召开2024年度股东大会的议案》。本次股东大会会议召开 符合《公司法》等法律、行政法规和《公司章程》的有关规定。 （四）会议召开日期和时间： - 1 - （1）通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 5 月 15 日（星期四）9:15—9:25 ...

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area's port cluster has shown positive growth in foreign trade cargo and container throughput in Q1, particularly in trade with Belt and Road Initiative countries, reflecting the region's economic resilience and vitality [2][3] - Guangzhou Port, as a key hub in the Belt and Road Initiative, reported a 16.88% increase in foreign trade cargo throughput and a 22.48% increase in foreign trade container throughput year-on-year in Q1 [2] - The total import and export volume between China and Belt and Road countries reached 5.26 trillion yuan in Q1, marking a 2.2% year-on-year increase and accounting for 51.1% of China's total foreign trade [2] Port Performance - The Greater Bay Area's major ports, including Guangzhou, Shenzhen, and Hong Kong, rank among the top 13 globally for container throughput in 2024 [3] - Shenzhen Port achieved a record foreign trade container throughput of 7.88 million TEUs in Q1, reflecting a year-on-year growth of 19.6% [3] - Hong Kong's exports have shown steady growth in the first two months of the year, indicating resilience in its trade performance [3] Trade Dynamics - The trade volume between Hong Kong and Belt and Road economies has increased by nearly 60% over the past decade, with these economies accounting for 43% of Hong Kong's total foreign trade [3] - Guangdong's trade with Belt and Road countries is projected to grow by 9.4% in 2024, representing nearly 40% of the province's total import and export value of 9.11 trillion yuan [3] Logistics and Connectivity - The Greater Bay Area has established a logistics corridor connecting Chinese enterprises with Belt and Road countries through sea and rail transport [4][6] - The introduction of new rail services, such as the "Chongqing-Shenzhen Port scheduled train," has significantly reduced transportation times for inland exporters [6] - The development of multi-modal transport solutions, including sea-rail intermodal services, enhances the operational efficiency of ports and connects inland regions to international markets [4][6]

Group 1 - Public funds are preparing for the second half of the year, with a significant increase in attention towards dividend assets, which are viewed as stable components in investment portfolios [1][2] - The average returns of active equity funds have shown recovery, with ordinary stock funds and mixed equity funds returning 2.13% and 2.28% respectively year-to-date as of April 30, and a one-year return of 6.95% [1] - The price-performance ratio of dividend assets, such as the CSI Dividend Index, is at the 99th percentile of the past decade, indicating that these assets are currently among the most cost-effective options [2] Group 2 - Certain low-volatility sectors with high dividend yields, such as banking, ports, hydropower, and logistics, are expected to perform steadily due to stable earnings and favorable dividend sustainability [3] - The Hong Kong stock market shows a valuation advantage for high-dividend stocks, supported by a conducive market environment for their performance [3] - Regulatory policies enhancing dividend oversight, combined with a low-interest-rate environment, are likely to accelerate the entry of long-term capital into the market, maintaining the investment value of Hong Kong dividend stocks [3]

Investment Rating - The overall investment rating for the transportation industry is "Positive" [2][17]. Core Viewpoints - The logistics sector is expected to continue its robust growth, driven by the rise of e-commerce and changing consumer behaviors [28]. - The express delivery industry maintained a relatively high growth rate in volume, with a year-on-year increase of 21.5% in 2024, reaching 175.08 billion packages, and a 21.6% increase in Q1 2025, totaling 45.14 billion packages [26][30]. - The price competition in the express delivery sector has intensified, leading to pressure on single-package profitability, with the average price per package dropping by 8.8% year-on-year in Q1 2025 [3][32]. Summary by Sections Express Delivery - **Volume Growth**: The express delivery industry experienced a strong growth in volume, with major companies like Shunfeng, YTO, Yunda, and Shentong reporting package volumes of 3.541 billion, 6.779 billion, 6.076 billion, and 5.807 billion respectively in Q1 2025, with growth rates of 19.7%, 21.7%, 22.9%, and 26.6% [26][30]. - **Price and Profitability**: The average price per package in the industry was 7.66 yuan, down 8.8% year-on-year. Shunfeng's net profit increased by 16.9% year-on-year, while YTO, Yunda, and Shentong saw net profit changes of -9.2%, -22.1%, and +24.0% respectively [3][32]. - **Investment Recommendation**: The report recommends focusing on Shunfeng Holdings due to its strong cash flow and potential for growth in the express delivery sector [3][32]. Aviation - **Operational Status**: The aviation industry saw a recovery in passenger load factors, reaching 83.3% in 2024, slightly above 2019 levels. Domestic and international flight turnover volumes increased by 12.0% and 85.2% respectively [4][6]. - **Financial Performance**: Major airlines reduced losses significantly in 2024, with revenue growth for Air China, China Southern Airlines, and China Eastern Airlines at 18.1%, 8.9%, and 16.2% respectively [5][6]. - **Investment Recommendation**: The report suggests focusing on airlines like Air China and China Southern Airlines, anticipating improved performance as supply constraints and ticket prices recover [6]. Ports - **Operational Data**: The total cargo throughput for national ports reached 1.7595 billion tons in 2024, a year-on-year increase of 3.66%. In Q1 2025, throughput was 422.2 million tons, up 3.23% [7][8]. - **Financial Data**: Qingdao Port showed a net profit growth of 6.33% in 2024, while China Merchants Port's net profit increased by 26.44% [8]. - **Investment Recommendation**: The report recommends focusing on Qingdao Port due to its superior return on equity (ROE) and dividend capabilities [8]. Highways - **Performance Overview**: The highway sector showed stable growth in Q1 2025, with passenger and freight volumes increasing by 0.5% and 5.4% respectively [9][10]. - **Investment Recommendation**: The report highlights the importance of focusing on leading highway operators like China Merchants Highway and Shandong Highway for their strong cash flow and growth potential [10]. Railways - **Operational Status**: Railway freight and passenger turnover volumes declined in 2024, with significant drops in the Daqin Line's freight volume [11][12]. - **Financial Performance**: Daqin Railway's net profit fell by 24.23% in 2024, while Beijing-Shanghai High-Speed Railway's net profit increased by 10.6% [12]. - **Investment Recommendation**: The report suggests a positive outlook for Daqin Railway and Beijing-Shanghai High-Speed Railway as freight volumes are expected to recover [12]. Shipping - **Operational Data**: Oil shipping rates remained around $50,000 per day, while container shipping rates showed slight declines [13][14]. - **Financial Performance**: COSCO Shipping Holdings reported a net profit increase of 105.78% in 2024 [14]. - **Investment Recommendation**: The report recommends focusing on stable companies like China Merchants Energy and Zhonggu Logistics amid fluctuating shipping rates [14]. Bulk Supply Chain - **Operational Status**: The bulk supply chain sector faced weak downstream demand, leading to a slight decrease in cargo volume for leading companies [15][16]. - **Financial Performance**: Major companies like Xiamen Xiangyu and Xiamen Guomao reported significant declines in net profit [16]. - **Investment Recommendation**: The report suggests that the sector may see a recovery in profits as demand improves and recommends focusing on companies with high dividend yields [16].

美国加利福尼亚州长滩港是全球最繁忙的港口之一，近期受美国政府关税政策的影响，长滩港港口的货 运量下降了约30%。港口官员表示，这是近几年来，长滩港货运量最低的时候。加州长滩港首席执行官 马里奥.科尔德罗表示：这令人担忧，货架可能要空了，消费者们会感受到这一切的。还有专家表示， 受关税政策影响，许多商品的售价会随之上涨，更多普通美国人将会因此受到影响。(央视新闻) ...

Core Viewpoint - The article emphasizes the importance of enhancing the quality of listed companies in Shanghai, focusing on cultivating high-performing, innovative, and well-governed firms that are recognized in the market [1][2]. Group 1: Shanghai State-owned Enterprises Performance - As of the end of 2024, the total market value of 94 state-owned listed companies in Shanghai reached 2.78 trillion yuan, an increase of 617.74 billion yuan, or 28.52% from the beginning of the year [1]. - The Shanghai Municipal State-owned Assets Supervision and Administration Commission aims to complete high-quality reforms and enhance the market value performance of state-owned listed companies [2]. Group 2: Company Highlights Shanghai Port Group - In 2024, Shanghai Port Group achieved a container throughput of 51.506 million TEUs, a year-on-year increase of 4.8%, maintaining its position as the world's largest port for 15 consecutive years [3]. - The company's net profit attributable to shareholders reached 14.95 billion yuan, a growth of 13.3% year-on-year [3]. Huayi Group - Huayi Group reported a revenue of 44.6 billion yuan in 2024, a 9.3% increase year-on-year, with a net profit of 0.91 billion yuan, up 5.8% [5]. - The company applied for 151 patents, receiving 134 authorizations, and is focusing on strategic emerging sectors [5][6]. Shanghai Pharmaceuticals - Shanghai Pharmaceuticals achieved a revenue of 275.251 billion yuan, a 5.75% increase, and a net profit of 4.553 billion yuan, up 20.82% [6][7]. - The company is optimizing its R&D system and has established a new innovation center to enhance its open innovation ecosystem [7]. Pudong Development Bank - Pudong Development Bank reported a net profit of 45.3 billion yuan in 2024, a 23.31% increase, marking the highest growth in nearly 12 years [9]. - The bank is focusing on technology finance and has developed a comprehensive cross-border financial service system [10][11]. China Pacific Insurance - China Pacific Insurance reported a revenue of 404.089 billion yuan, a 24.7% increase, and a net profit of 44.96 billion yuan, up 64.9% [11][12]. - The company is enhancing its green insurance offerings and has provided coverage exceeding 147 trillion yuan in green insurance [13]. Data Harbor - Data Harbor achieved a revenue of approximately 1.721 billion yuan, an 11.57% increase, and a net profit of approximately 132 million yuan, up 7.49% [14][15]. - The company is focusing on IDC services and has been recognized as a top service provider in the industry [14].

Group 1: Core Insights - The Shanghai Municipal State-owned Assets Supervision and Administration Commission and the Shanghai Stock Exchange held a performance briefing to enhance the quality of state-owned listed companies and strengthen investor relations [1][2] - The total market value of 94 state-owned listed companies in Shanghai reached 2.78 trillion yuan, an increase of 617.77 billion yuan or 28.52% from the beginning of the year [1] Group 2: Company Highlights - Shanghai Port Group achieved a container throughput of 51.51 million TEUs, a year-on-year increase of 4.8%, maintaining its position as the world's largest port for 15 consecutive years [3] - Shanghai Port Group's net profit attributable to shareholders reached 14.95 billion yuan, a 13.3% increase year-on-year [3] - Huayi Group reported a revenue of 44.6 billion yuan, a 9.3% increase, and a net profit of 910 million yuan, up 5.8% [5][6] - Shanghai Pharmaceutical achieved a revenue of 275.25 billion yuan, a 5.75% increase, and a net profit of 4.55 billion yuan, a 20.82% increase [8][9] - Pudong Development Bank's net profit reached 45.3 billion yuan, a 23.31% increase, marking the highest growth in nearly 12 years [10][11] - China Pacific Insurance Group reported a revenue of 404.09 billion yuan, a 24.7% increase, and a net profit of 44.96 billion yuan, a 64.9% increase [13][14] - DataPort achieved a revenue of approximately 1.72 billion yuan, an 11.57% increase, and a net profit of approximately 132 million yuan, a 7.49% increase [15][16] Group 3: Strategic Initiatives - Shanghai Port Group is focusing on digital, intelligent, and green transformation to enhance its core business and sustainable development capabilities [3][4] - Huayi Group is advancing major technological projects and has filed 151 patents, with 134 granted [6][7] - Shanghai Pharmaceutical is optimizing its R&D system and has established a new innovation center to accelerate the development of a collaborative ecosystem [8][9] - Pudong Development Bank is implementing a digital finance strategy and enhancing its service efficiency through various digital platforms [10][11] - China Pacific Insurance is expanding its green insurance offerings and enhancing its technology-driven services [13][14] - DataPort is deepening its IDC service capabilities and has been recognized as a top service provider in the industry [15][16]

上海市国资委以提高上市公司发展质量为抓手，全力培育和打造一批经营业绩佳、创新能力强、治理体系优、市场认可度高的一流上市公司。其中，上港集 团母港集装箱吞吐量连续15年保持世界首位，上海港成为全球首个年集装箱吞吐量超过5000万标准箱的世界大港。2024年，上港集团港口能力建设扎实推 进，罗泾港区改造一期工程实现开港运营，罗泾港区改造二期工程获得核准批复，小洋山北侧工程建设按节点目标扎实推进。 5月9日，上海市国资委联合上海证券交易所举办上海国有控股上市公司2024年度集体业绩说明会，旨在推动上海国有控股上市公司进一步强化投资者关系管 理、增进市场认同，提升内在价值。上港集团（600018）、华谊集团（600623）、上海医药（601607）、浦发银行、中国太保（601601）、数据港 （603881）等6家在上交所挂牌的上海国有控股上市公司参加本次业绩说明会。 上港集团副总裁、董事会秘书、总法律顾问丁向明表示："进入4月份，尽管公司在美国的航线业务量出现了一定波动，但从4月份集装箱吞吐量来看，同比 仍有所增长。"他同时透露，公司将加强动态数据趋势监控，积极推进业务模式创新，深化在长三角港口群的协同效应，通过创 ...