10月27日,随着载有巴西淡水河谷铁矿的30万吨矿石船舶"双子座"轮在董家口港区矿石码头D31泊位开启 第一抓斗作业,山东港口青岛港（601298）第二座40万吨矿石码头正式投产。这一重大突破,让青岛港成 为全国首个拥有40万吨干散货数智码头、北方首个拥有双40万吨矿石码头配置的港口,不仅是青岛港枢 纽能级、青岛国际航运中心建设的新跨越,更是我国超大型干散货码头建设与运营的新高峰,相当于为我 国钢铁企业搭建了一条"全天候、高效率"的铁矿石运输大动脉。 记者 赵波 青岛报道 ...

Core Viewpoint - The three major indices opened slightly lower and maintained a fluctuating trend throughout the day, with the Shanghai Composite Index briefly surpassing 4000 points, marking a new high in over 10 years [1] Market Performance - As of the market close, the Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index decreased by 0.44%, and the ChiNext Index declined by 0.15% [1] Sector Highlights - The Fujian sector continued to perform strongly, with stocks such as Fujian Cement, Pingtan Development, and Xiamen Port Authority hitting the daily limit [1] - The superconducting concept saw significant gains, with Antai Technology reaching the daily limit [1] - The PCB (Printed Circuit Board) sector experienced fluctuations, with companies like Jingwang Electronics, Dongcai Technology, and Honghe Technology also hitting the daily limit [1] - The defense and military industry was active, with stocks like Great Wall Military Industry and Aerospace Development reaching the daily limit [1] Leading and Lagging Sectors - Sectors with notable gains included transportation facilities, building materials, shipbuilding, software services, communication equipment, and aviation [1] - Conversely, sectors that experienced declines included non-ferrous metals, engineering machinery, daily chemicals, steel, and paper [1]

冬季即将来临，河北省唐山港京唐港区煤炭堆场、码头一片忙碌景象，工人们加紧进行电煤转运、装船等工作，全力保障电煤 供应。 10月27日，河北省唐山港京唐港区煤炭堆场，工人操作转运设备向码头转运电煤(无人机照片)。 ...

Core Insights - The Liberia National Port Authority (NPA) and ArcelorMittal-Liberia have signed a five-year agreement for the use of the Buchanan Port, with ArcelorMittal committing to pay at least $2.5 million annually for anchorage and transshipment fees [1] Group 1: Agreement Details - The agreement was signed on October 17, 2025, marking the first formal compensation from ArcelorMittal for port services to the Liberian government in recent years [1] - The negotiation process lasted nearly 20 months and drew on best practices from neighboring countries such as Ghana, Guinea, and Sierra Leone [1] Group 2: Implications for Port Management - NPA's director stated that this agreement represents a significant advancement in port revenue management and will serve as a benchmark for future transshipment agreements with other operating companies [1] - NPA is conducting a comprehensive review of previously undervalued port leasing contracts and is pushing for upgrades to port infrastructure [1] Group 3: Future Developments - Plans are underway to develop an industrial hub around Buchanan Port to enhance Liberia's regional competitiveness and fiscal revenue [1]

来源：新浪证券-红岸工作室 资料显示，深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层，成立 日期1997年7月21日，上市日期1997年7月28日，公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为：港口货物装 卸运输59.49%，高速公路收费30.11%，仓储及其他服务10.41%。 截至6月30日，盐田港股东户数6.50万，较上期增加14.09%；人均流通股48673股，较上期增加23.26%。 2025年1月-6月，盐田港实现营业收入3.89亿元，同比减少4.49%；归母净利润6.53亿元，同比增长 4.07%。 分红方面，盐田港A股上市后累计派现70.00亿元。近三年，累计派现15.57亿元。 机构持仓方面，截止2025年6月30日，盐田港十大流通股东中，香港中央结算有限公司退出十大流通股 东之列。 10月27日，盐田港涨0.44%，成交额1.94亿元。两融数据显示，当日盐田港获融资买入额2373.96万元， 融资偿还3128.72万元，融资净买入-754.76万元。截至10月27日，盐田港融资 ...

Core Insights - The Qingdao Port has officially launched its second 400,000-ton bulk cargo terminal, making it the first port in China to have dual 400,000-ton ore terminals, marking a significant milestone in the development of large-scale dry bulk cargo handling in the country [2][3][4] Group 1: Infrastructure Development - The new terminal will increase throughput capacity by 16 million tons per year, contributing to a total annual capacity of over 56 million tons for the dual 400,000-ton berths [4] - The terminal is equipped with advanced unloading and storage facilities, including two 3,500 tons/hour unloaders and a 10,500 tons/hour conveyor system, enhancing operational efficiency [3][4] - The construction of the terminal began in December 2022 and includes a 290,000 square meter front storage area and a 1,020,000 square meter rear storage area [3] Group 2: Technological Advancements - The new terminal is the first smart 400,000-ton bulk cargo terminal in the country, integrating cutting-edge technologies such as 5G, artificial intelligence, and cloud computing [5][6] - It features a universal operating system for bulk cargo terminals (iGTOS) that enables real-time monitoring and decision-making throughout the production process [5] - The project has established a digital management platform for smart water transport engineering, enhancing construction precision and safety [6] Group 3: Strategic Importance - The dual 400,000-ton terminals will serve as a critical artery for iron ore transportation, supporting national energy resource security and stabilizing supply chains [4][9] - The Qingdao Port is positioned as a key hub for energy and raw material transportation in northern China, contributing to the development of an international first-class port and supporting regional economic growth [9][10] - The integration of the two terminals will enhance the port's capability to handle large vessels, further solidifying its leadership in the coastal port sector [9][10] Group 4: Efficient Project Execution - The Qingdao Port has implemented a systematic approach to ensure early production and efficiency, including precise planning and coordination with government departments [7][8] - The project received key operational permits within two days, demonstrating a streamlined approval process that supports rapid development [8]

来源：新浪证券-红岸工作室 资料显示，厦门港务发展股份有限公司位于福建省厦门市湖里区东港北路31号港务大厦20楼,21楼，成 立日期1999年4月21日，上市日期1999年4月29日，公司主营业务涉及为散杂货码头装卸及相关综合物流 服务、商品贸易、建材销售等。主营业务收入构成为：综合供应链业务89.43%，港口配套服务5.65%， 码头装卸与堆存4.59%，其他(补充)0.33%。 截至9月30日，厦门港务股东户数4.18万，较上期减少20.04%；人均流通股17738股，较上期增加 25.06%。2025年1月-9月，厦门港务实现营业收入166.12亿元，同比减少7.67%；归母净利润1.96亿元， 同比增长3.12%。 分红方面，厦门港务A股上市后累计派现10.04亿元。近三年，累计派现2.40亿元。 机构持仓方面，截止2025年9月30日，厦门港务十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股593.10万股，相比上期增加210.53万股。 10月27日，厦门港务跌1.79%，成交额12.79亿元。两融数据显示，当日厦门港务获融资买入额1.67亿 元，融资偿还1.56亿元，融资净买入11 ...

互联互通是推动人类社会发展进步的重要保障，也是推动构建亚太命运共同体的应有之义。 通则不痛，痛则不通——习近平主席曾用传统中医理论来描述亚太经合组织成员间提升互联互通的重要 性。多年来，中国致力于加强亚太地区全方位互联互通建设，推动共建"一带一路"倡议同各方发展战略 对接，为打造发展创新、增长联动、利益融合的开放型亚太经济格局开拓动力源泉。 为地区国家提供新机遇 "实现亚太全方位互联互通，就是要让脚下之路、规则之路、心灵之路联通太平洋两岸的全体成员，打 通融资贵、融资难的瓶颈，就是要加强公私伙伴关系建设，实现联动式发展。"2014年，亚太经合组织 第二十二次领导人非正式会议在北京雁栖湖畔举行，习近平主席描绘亚太互联互通前景，会议通过的 《亚太经合组织互联互通蓝图（2015—2025）》这一里程碑式的文件，为区域互联互通合作规划了明确 路线。 多年来，亚太地区接续推进落实这一重要蓝图，加快完善基础设施建设，畅通人员、货物、资金、数据 安全有序流动，致力于构建全方位、多层次、复合型的亚太互联互通网络，取得一系列积极成果。 积极推动民间交往和人文交流，拉紧亚太地区人民的心灵纽带，让互联互通的民心之路日益坚实持久。 ...

每经AI快讯，北部湾港（SZ 000582，收盘价：9.06元）10月27日晚间发布公告称，公司第十届第十九 次董事会会议于2025年10月27日在南宁市良庆区体强路12号北部湾航运中心B座15楼1526会议室以现场 结合通讯的方式召开。会议审议了《关于推举董事代为履行董事长、法定代表人职责的议案》等文件。 每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" 2025年1至6月份，北部湾港的营业收入构成为：港口装卸业务占比100.0%。 截至发稿，北部湾港市值为215亿元。 （记者 贾运可） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Core Viewpoint - The Qingdao Port has officially launched its second 400,000-ton ore terminal, becoming the first port in China to have two 400,000-ton ore terminals and the first in northern China to possess a smart terminal for dry bulk cargo [1][3]. Group 1: Terminal Capacity and Technology - The new terminal, which began construction in December 2022, includes one 300,000-ton iron ore berth designed to accommodate 400,000-ton bulk carriers, increasing the terminal's throughput capacity by 16 million tons per year and enhancing storage capacity by 10 million tons [3]. - The terminal integrates advanced technologies such as 5G, artificial intelligence, and cloud computing, featuring a smart dry bulk terminal operating system (iGTOS) that enables real-time monitoring, intelligent decision-making, and digital perception throughout the production process [3][4]. - The terminal is equipped with the latest automated equipment for unloading, loading, blending, and supply, marking a transition from traditional operations to smart services in the domestic ultra-large dry bulk terminal sector [3][4]. Group 2: Industry Impact and Trends - The trend of increasing ship sizes is evident, with the first 400,000-ton ore terminal in the Dongjiakou area receiving its first large vessel in 2015, marking the beginning of the "large vessel era" in China's dry bulk operations [4]. - By September 2025, the first terminal is expected to have handled over 460 large vessels, totaling 160 million tons, with the second terminal's throughput capacity expected to exceed 56 million tons, providing a "round-the-clock, high-efficiency" transportation artery for iron ore to steel enterprises in China [4][5].