今日机构参与度较昨日有所提升，净买卖额超1000万元个股共2 8只，净买入1 4只，净卖出 1 4只，其中净买入航天发展2 .35亿、晓程科技1.97亿、力星股份1 . 4 6亿，净卖出和而泰 3 . 0 8亿、初灵信息6 6 4 1万、睿能科技6006万。 盘面上，市场热点轮番活跃，全市场近4400只个股上涨。从板块来看，福建板块持续爆 发，海欣食品8天7板，厦门港务、太阳电缆等10余股涨停。大金融板块大幅拉升，瑞达期 货、中银证券涨停，赢时胜2 0cm涨停。商业航天概念反复活跃，顺灏股份6天5板，龙洲股 份3连板。可控核聚变概念表现强势，国机重装、宝胜股份涨停。下跌方面，医药板块表现 疲软，广济药业、粤万年青下挫。板块方面，保险、贵金属、福建、商业航天等板块涨幅居 前，银行、中药、影视院线等板块跌幅居前。 一、机构动向 市场探底回升，创业板指涨超1%，早盘一度跌超0 . 5%。沪深两市成交额1.73万亿，较上一 个交易日放量1 7 6 8亿。 ...

每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 每经AI快讯，连云港（SH 601008，收盘价：5.24元）12月5日晚间发布公告称，公司第八届第二十二次 董事会会议于2025年12月5日以现场结合通讯表决方式召开。会议审议了《关于召开2025年第三次临时 股东会的议案》等文件。 2024年1至12月份，连云港的营业收入构成为：装卸及相关业务占比76.24%，航运及其他业务占比 17.87%，金融服务业务占比4.12%，其他业务占比1.76%。 截至发稿，连云港市值为65亿元。 （记者 王晓波） ...

当天启运的航线，装载着近3000吨水泥运往摩拉港，将用于该港口集装箱码头改扩建项目建设。 12月4日，上海新海丰集装箱运输有限公司"SITC INCHON"轮靠泊广西北部湾港钦州自动化集装箱码 头。 (无人机照片)陆奇东 摄 摩拉港是文莱唯一的国际深水港口，也是文莱最主要的国际贸易通道。此次航线的加挂，使货物从北部 湾港钦州港域至文莱摩拉港仅需10天左右。广西北部湾国际港务集团有限公司自2017年起参与摩拉港运 营，致力提升港口能级，优化服务。 中新社广西钦州12月5日电 (杨陈 杨诗雨)上海新海丰集装箱运输有限公司旗下广西北部湾港—越南—马 来西亚直航航线(CVM2)5日从广西钦州启运，通过加挂文莱摩拉港，实现航线升级，广西北部湾港—文 莱摩拉港直航航线进一步织密。 文莱摩拉港有限公司中方负责人吕国立介绍，摩拉港集装箱码头改扩建工程自2024年8月正式启动以 来，已完成临时围堰、陆域吹填与堆载预压等项目作业，预计2027年8月底完工。当前，工程建设进入 关键期，码头主体工程建设启动在即，将使用大批水泥用于码头岸坡水泥搅拌桩施工建设，水泥保供工 作对于项目的顺利投产至关重要。项目建成后将助力推进港口贸易区发展 ...

市场探底回升，创业板指涨超1%，早盘一度跌超0.5%。盘面上，市场热点轮番活跃，全市场近4400只个股上涨。截至收盘，沪指涨0.7%，深成指涨 1.08%，创业板指涨1.36%。 从板块来看，福建板块持续爆发，海欣食品8天7板，厦门港务、太阳电缆等10余股涨停。 大金融板块大幅拉升，瑞达期货、中银证券涨停，赢时胜20cm涨停。 下跌方面，医药板块表现疲软，广济药业、粤万年青下挫。 沪深两市成交额约17257.71亿元，较前一个交易日放量约1768.11亿元。 个股方面，摩尔线程成交额153.1亿元居首，中际旭创、新易盛、天孚通信、东方财富等成交额靠前。 | 还 容 代码 名称 | | 最高 | 最低 | 现价 | 金额; | 昨收 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688795 N摩尔-U 次 +425.46% 1 | | 688.00 | 556.00 | 600.50 | 153.1亿 | | 6 | | 2 300308 中际旭创 『 | | 545.00 | 525.00 | 537.05 | 151.7亿 | 535.50 ...

港口航运板块短线拉升，厦门港务直线涨停，国航远洋、海通发展、兴通股份、重庆港、南京港等纷纷 走高。相关ETF方面，交通运输ETF（159666）成交额490.42万元。 来源：滚动播报 ...

过去5年，我国国际航运能力持续增强。截至2024年，中国海运连接度连续19年保持世界第一，港口货物吞吐量、集装箱吞吐量连续多年位居世界第一； 2024年，我国国际海运量占全球海运量的31.3%；截至今年10月，中国已与70个国家和地区签署双多边海运协定。 《启航新征程 共谋"十五五"》报道之五 文 / 现代物流报记者 马敬泽 港口是连通我国内外循环的重要窗口，水路则是我国重要的交通动脉。过去5年，我国港口航运业深入践行交通强国建设要求，在基础设施、服务品质、 智慧绿色转型等领域实现跨越式发展。 （连云港港供图） 2025年，既是"十四五"规划的收官之年，也是"十五五"规划谋篇布局的关键节点。在这一关键历史交汇点，我国港口航运业正以固强补弱、创新驱动为抓 手，布局迈向社会主义现代化的下一个5年，朝着世界一流航运强国目标稳步前进。 "点线交织"提升国际影响力 持续打造国际物流通道体系，提升国际航运枢纽能级，不仅是我国扩大高水平对外开放，维护供应链安全的关键举措，也为我国港口航运业完善航线网 络，提升服务能力，增强国际影响力及竞争力奠定基础。 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个 ...

Core Viewpoint - The logistics business of Zhuhai Port is expected to be influenced by ongoing tariff policies and uncertainties in the global trade environment, with shipping indices showing a downward trend in the first half of 2025 [1] Group 1: Port Operations - In the first half of 2025, the total cargo throughput at national ports reached 8.9 billion tons, representing a year-on-year increase of 4% [1] - The foreign trade container volume has shown rapid growth, indicating resilience in international transportation despite challenges [1] Group 2: Water Transport and Logistics - The water transport economy in the Pearl River Delta is operating steadily, although the cargo volume at the Changzhou hub during the dry season is projected to be 97 million tons, a decrease of 5.2% year-on-year [1] - Overall supply and demand in the logistics sector are expected to remain stable [1] Group 3: Future Outlook - The overall operational situation of the company is anticipated to remain stable in the second half of the year [1]

Core Insights - Ningbo-Zhoushan Port has achieved a historic milestone by surpassing an annual container throughput of 40 million TEUs, becoming the first port in mainland China and the third globally to reach this level [2] - The port's rapid growth is evident, with the time taken to increase from 30 million to 40 million TEUs reduced to just four years, showcasing its significant expansion compared to other major ports [2] - The 40 million TEUs represent a trade value exceeding $2 trillion, highlighting the resilience of China's foreign trade amidst a complex international environment [2] Group 1: Port Performance - Ningbo-Zhoushan Port is the only port globally with two container terminals each handling over 10 million TEUs, namely Meishan and Chuanshan [7] - The port's connectivity index ranks second globally, with a network covering over 200 countries and regions and more than 600 ports [7] - The port facilitates nearly 300 vessel movements daily, enhancing its role in the global supply chain [7] Group 2: Global Market Context - As of May 2024, the global container shipping market is highly concentrated, with the top three companies (Mediterranean Shipping Company, Maersk, and CMA CGM) controlling 47% of the total capacity [3] - The top ten shipping companies account for 84% of the global container capacity, indicating a significant challenge for market stability and fair competition [3] - In 2023, seven out of the top ten container ports globally are located in China, with Shanghai Port leading at 49.16 million TEUs [8][9]

Core Viewpoint - The company emphasizes its role as a key enterprise in the "Port-Driven City" development strategy proposed by the Zhuhai municipal government, highlighting its commitment to providing reasonable returns to investors and sharing operational results since its listing [1] Group 1 - The company received a query from an investor regarding its performance and the rationale behind its listing, questioning the significance of being publicly listed if it cannot provide substantial returns to long-term shareholders [1] - In response, the company stated that it has been focusing on the dual main businesses of "port logistics and new energy" and aims to achieve better performance to reward investors [1] - The company assured that it would consider the investor's suggestions and communicate them to the management team, reinforcing its commitment to steady development [1]

Core Viewpoint - The company announced that its indirect controlling shareholder, Chongqing Logistics Group Co., Ltd., will transfer 67% of its shares to Chongqing Development Investment Co., Ltd. without compensation, following approval from the Chongqing Municipal Government. This transfer will introduce a new indirect controlling shareholder, but the company's controlling shareholder and actual controller remain unchanged [1] Group 1 - The transfer of 67% of shares is approved by the Chongqing Municipal Government [1] - The new indirect controlling shareholder will be Chongqing Development Investment Co., Ltd., which is 100% owned by the Chongqing State-owned Assets Supervision and Administration Commission [1] - The company's controlling shareholder and actual controller will not change as a result of this transfer [1]