Core Viewpoint - XuZhou Port Group is enhancing its logistics and marketing strategies to optimize resource allocation and improve operational efficiency, thereby contributing to the regional economy and expanding its customer base. Group 1: Marketing and Business Model Innovation - XuZhou Port Group is implementing a "mine-port-factory" marketing model, focusing on direct resource transportation from upstream coal mines to downstream customers in the power and steel industries, aiming to develop long-term direct sales channels [2] - The company is leveraging the WaRi Railway freight policy to reduce logistics costs for western resources transported to XuZhou Port, enhancing the logistics service for surrounding steel and power plants [2] Group 2: Customer Development and Service Enhancement - The company is actively exploring customer needs by visiting key enterprises in the western region, achieving a coal import of 15.17 million tons from Xinjiang in the first quarter [3] - XuZhou Port Group has introduced a "grain bulk to container" service model, significantly reducing logistics costs for local grain enterprises by approximately 200 yuan per container [3] Group 3: Functional Upgrades and Service Improvements - The dual building operation area has connected with international railway ports, establishing XuZhou as a comprehensive logistics hub with multi-modal transport capabilities [4] - The company has been recognized as a new benchmark enterprise for the integration of logistics and manufacturing in XuZhou, with its dual building operation area awarded a "three-star multi-modal transport operator" honor [4] Group 4: Global Logistics Network Expansion - XuZhou Port Group is enhancing cooperation with other ports to create new iron-water transport channels, reducing logistics costs for local enterprises by 15% [5] - The company is developing an international logistics distribution system by integrating various transport modes, enhancing the operational capacity of the China-Europe Railway Express [5]

Core Viewpoint - The 137th Canton Fair showcased China's economic resilience and the confidence of Chinese enterprises amidst global trade disruptions caused by U.S. tariffs, with an intended export transaction volume of $25.44 billion [1]. Group 1: Company Insights - Li Hongmei, chairman of Mingyihu Group, highlighted the production and sales of 600 million mobile phone films annually, indicating a significant market presence [3]. - The mobile phone films produced cover hundreds of models, with production lines in Hunan adapting to market dynamics [5]. - Li's company has become a "national specialized and innovative small giant," supplying products to major Chinese smartphone brands like Huawei, Xiaomi, OPPO, and VIVO [5]. Group 2: Market Performance - Li's tempered glass film products hold a 30% share of the global market, with annual sales in the U.S. maintaining around 50 million units, peaking at 100 million units [7][18]. - The company completed transactions worth 12.65 million yuan during the Canton Fair, with new customer orders from five Central Asian countries on the way [18]. Group 3: Industry Challenges and Responses - Li expressed concerns about the impact of tariffs on employment and the manufacturing sector, emphasizing the need for innovation and resilience in the face of challenges [12][20]. - The South China Sea Port has been optimizing logistics and trade structures to mitigate the cost pressures from tariffs, with a reported 18% year-on-year increase in cargo volume expected in 2024 [30][36]. Group 4: Historical Context and Current Strategies - The historical context of customs and tariffs in China, particularly post-Opium War, serves as a reminder of the importance of trade sovereignty [25][28]. - The South China Sea Port's diverse logistics network aims to reduce reliance on single markets and enhance efficiency, which is crucial for navigating tariff impacts [41][45].

Core Viewpoint - The article discusses the dual nature of Singapore as a destination for expatriates and its challenges regarding cultural integration and acceptance of new immigrants, particularly from China. It highlights the increasing trend of Singaporeans moving abroad despite the country's advantages, indicating a growing discontent with local social dynamics and cultural limitations [4][11]. Group 1: Reasons for Leaving Singapore - Singapore's appeal includes its strategic location, bilingual talent pool, efficient governance, and low tax rates, attracting wealthy individuals and families [4]. - However, there is a rising trend of Singaporeans living abroad, with numbers increasing from 185,800 in 2022 to 215,300 in 2024 [4]. - The local social environment is perceived as insular, with a strong boundary among locals and a lack of genuine friendships with newcomers, leading to dissatisfaction among expatriates [5][7]. Group 2: Cultural Dynamics - The article emphasizes the strong sense of boundary consciousness among Singaporeans, which can lead to a defensive attitude towards outsiders and a perception of coldness [12][13]. - New immigrants often face a ceiling in their professional growth due to local resistance to new ideas, particularly from Chinese expatriates [7]. - The cultural integration in Singapore is described as fragmented, with various ethnic groups maintaining their distinct identities rather than blending into a cohesive society [8][9]. Group 3: Governance and Social Structure - Singapore's governance is likened to a corporate model, focusing on efficiency and strict management of public life, which can stifle individual expression [15][16]. - The government promotes a narrative of global citizenship while simultaneously managing the population's behavior and expectations [9][16]. - The article suggests that the societal structure creates a dichotomy between elite governance and the general populace, leading to a lack of cultural identity among citizens [16].

对此，美国很有名的物流行业平台FreightWaves首席执行官Craig Fuller在X上发帖警告称： "洛杉矶港口的卡车运输量同比下降了23%，如果贸易战不解决，未来几周可能会跌到50%！" 来源 | 华尔街见闻 关税冲击下，全美最大港口要凉。 美东时间周三，船运追踪系统Port Optimizer最新数据显示，从本周日开始， 洛杉矶港的进口量将急剧下降 。洛杉矶港是美国最大的港口，也是 西半球最大的集装箱枢纽。 | Quickview Dashboard VESSELS AT BERTH Current | RAGE TIME AT BERTH | ed on Last 30-Day Rolling Average | TOTAL PLANNED VESSELS | TOTAL PLANNED CONTAINERS | | | --- | --- | --- | --- | --- | --- | | 13 | 4.2 | DAYS | 94 | 211,560 | | | Import Volumes | | | | | | | APR 20 - APR 26 (WK 17) | | APR 27 ...

货少了，港口先遭殃 媒体指出，关税对南加州物流圈造成了五大连锁反应。 关税冲击下，全美最大港口要凉。 美东时间周三，船运追踪系统Port Optimizer最新数据显示，从本周日开始， 洛杉矶港的进口量将急剧下降 。洛杉矶港是美国最大的港口，也是西半球最大的 集装箱枢纽。 对此，美国很有名的物流行业平台FreightWaves首席执行官Craig Fuller在X上发帖警告称： "洛杉矶港口的卡车运输量同比下降了23%，如果贸易战不解决，未来几周可能会跌到50%！" "西海岸的卡车司机，很快就要面临大规模裁员。" 这表明，关税冲击已经影响到了全美最繁忙的港口——洛杉矶港。现在海外货物越来越少，运到美国洛杉矶港的集装箱少了，负责把这些货再从港口拉出去的 卡车也没活干了。 1、海外进口量下滑。 港口是靠进出的集装箱赚钱的，现在海外来的集装箱少了，紧接着收入也跟着大减，像装卸费、租赁费、服务费统统缩水。 2、人开始失业 。 由于货物减少，码头工人和港口员工的工作时间减少，部分员工面临裁员或无薪假期。尤其是南加州物流重地如安大略、河滨市等，这里堆了超2亿平方英尺 的仓库，现在货没了，卡车司机和仓库工人可能遭遇大批裁员 ...

Market Overview - US stock market saw significant gains with Nasdaq rising 2.5% and S&P 500 up 1.66% [2] - Tesla's market value surged by 300 billion yuan, while major tech stocks like Nvidia and Apple also saw increases of over 3% [2] - Chinese stocks performed well, with the Golden Dragon Index increasing by nearly 3% [2] - Gold futures dropped by 3.45% and crude oil prices fell over 2% due to OPEC+ potentially accelerating production [2] - Bitcoin surpassed the 90,000 USD mark [2] Economic Data - The Federal Reserve's Beige Book indicated minimal changes in economic activity, but heightened uncertainty regarding trade policies [2][4] - Concerns over tariffs reached a historical peak, with businesses planning to pass increased costs onto consumers [4] - The report highlighted widespread price increases across the US, contradicting claims that tariffs do not lead to price hikes [4] Higher Education Financial Strain - Harvard University faced a lawsuit after the Trump administration froze 2.2 billion USD in federal funding, despite having a 53.2 billion USD endowment [3] - Yale University sold private equity assets at a discount to raise cash, reflecting financial pressures on elite institutions [3] - The reliance on federal funding and private investments among Ivy League schools has been exposed [3] Personal Pension System - The personal pension system has seen the launch of 114 insurance products, with nearly half being floating yield types [10] - The number of accounts opened reached 72.79 million, but there is a disparity between account openings and actual contributions [10] - Experts suggest the need for more long-term products and tax policy optimization to enhance participation [10] Corporate Actions - Boeing sold its digital aviation solutions business for 10.55 billion USD in cash to address ongoing losses and financial pressures [12] - The sale is aimed at cost-cutting and raising funds, although it may impact long-term profitability [12] - Boeing reported a loss of 14 billion USD last year and anticipates continued losses this year, with plans to lay off 17,000 employees [12] Financial Policy Developments - The People's Bank of China announced a plan to enhance cross-border financial services in Shanghai, featuring 18 measures to improve settlement efficiency [13] - The initiative aims to support enterprises in global expansion and enhance Shanghai's competitiveness as an international financial center [13] - The new regulations are expected to facilitate the internationalization of the renminbi [13] Geopolitical and Regulatory Challenges - The proposed sale of port rights by Cheung Kong Group to BlackRock faces geopolitical scrutiny, particularly concerning the Panama Canal [11] - The transaction has raised concerns from the US regarding "China threat" narratives, and regulatory reviews are underway in China [11] - The deal's completion is uncertain, impacting Cheung Kong's stock price [11]

每经记者 刘艳美 每经编辑 杨欢 图片来源：摄图网_500670666 大众日报消息，4月18日，济南青岛都市圈联动发展协同开放会议在济南召开。山东省委书记林武出席会议并讲话，省委副书记、省长周乃翔主持。 会上提出，要强化济南、青岛两个都市圈联动发展协同开放，聚力推进基础设施互联互通，共建现代化产业体系，强化科创资源整合，打造高水平对外开放 新高地，塑造更具影响力文旅品牌，促进基本公共服务均等化，积极构建圈内同城发展、济青"双圈"联动发展、济青郑都市圈协同发展的整体格局，更好促 进全省区域协调发展，加快打造北方地区经济重要增长极。 解读：放眼全国，在区域一体化浪潮中，打破边界、抱团发展早已是大势所趋。纵观京津冀、长三角、粤港澳大湾区、成渝等经济发展优势区域，无不存在 都市圈的协同联动。 在粤港澳大湾区，成熟的跨区域协作和分工生态不断带动产业集聚，广东8个国家级先进制造业集群中，有6个都是跨都市圈协作共建，包括广佛惠超高清视 频和智能家电集群、广深佛惠莞中智能网联新能源汽车集群等。 在外界看来，山东作为GDP即将迈上10万亿元台阶的经济大省，推动济青都市圈联动发展，是提升区域经济竞争力的迫切需求和关键一招。 图 ...

Core Viewpoint - The successful implementation of a new logistics model at Yantai Port, integrating international sea transport and domestic rail, enhances the efficiency of imported vehicle transportation and provides a low-carbon solution for international sea-rail intermodal transport [1][3]. Group 1: Logistics Efficiency - The traditional international vehicle trade involves multiple steps, leading to a time-consuming process of 2-5 days from unloading to reloading, with a potential 10% loss risk during handling [3]. - Yantai Port has collaborated with logistics companies to streamline the process by using 40-foot specialized containers that are compatible with rail transport, eliminating unnecessary handling steps [3]. - A dedicated task force at Yantai Port has been established to ensure efficient logistics operations, coordinating with national railway authorities to optimize vehicle allocation and production planning [3]. Group 2: Customs and Regulatory Improvements - Yantai Port has implemented an online control mechanism with customs authorities, allowing for a more flexible regulatory approach that reduces the time for unloading, transfer, and weighing to just 4 hours, a 20% reduction compared to traditional methods [3]. - The port has been approved for a "credit supervision" model for vehicle containers, enhancing the efficiency of customs clearance [3]. Group 3: Future Development Plans - Yantai Port aims to further develop cross-border logistics solutions, focusing on personalized transport mechanisms, flexible production organization, and efficient resource collaboration [5]. - The port is committed to creating a comprehensive and professional vehicle terminal, enhancing its role in promoting bilateral trade and connectivity [5].

日照港股份有限公司 关于致同会计师事务所（特殊普通合伙）的履职情况评估报告 日照港股份有限公司（以下简称"公司"）聘请致同会计师事务所 （特殊普通合伙）（以下简称"致同会计师事务所"）作为公司 2024 年度 财务报告出具审计报告的会计师事务所。 根据财政部、国务院国有资产监督管理委员会、中国证券监督管理 委员会颁布的《国有企业、上市公司选聘会计师事务所管理办法》，公 司对致同会计师事务所在 2024 年度的审计工作的履职情况进行了评估。 具体情况如下： 一、会计师事务所的情况 （1）名称：致同会计师事务所（特殊普通合伙） （2）成立日期：1981 年【工商登记：2011 年 12 月 22 日】 （3）类型：特殊普通合伙企业 （4）注册地址：北京市朝阳区建国门外大街 22 号赛特广场 5 层 （5）首席合伙人：李惠琦 （6）人员信息：截至 2024 年末，致同会计师事务所从业人员近六 千人，其中合伙人 239 名，注册会计师 1,359 名，签署过证券服务业务 审计报告的注册会计师超过 400 人。 （7）业务收入：致同会计师事务所 2023 年度业务收入 27.03 亿元， 其中审计业务收入 22.05 ...