来源：新浪证券-红岸工作室 1月14日，辽港股份跌1.22%，成交额2.43亿元。两融数据显示，当日辽港股份获融资买入额2842.47万 元，融资偿还2486.55万元，融资净买入355.92万元。截至1月14日，辽港股份融资融券余额合计2.42亿 元。 融资方面，辽港股份当日融资买入2842.47万元。当前融资余额2.39亿元，占流通市值的0.80%，融资余 额低于近一年40%分位水平，处于较低位。 融券方面，辽港股份1月14日融券偿还18.91万股，融券卖出3000.00股，按当日收盘价计算，卖出金额 4860.00元；融券余量196.80万股，融券余额318.82万元，超过近一年50%分位水平，处于较高位。 资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业务(散粮部分);客运滚装码头及相关物流业务(客运滚装部分)及 ...

观点网讯：1月15日，湖北港口集团有限公司一笔面向专业投资者的2026年私募公司债券获深交所"通 过"，拟发行规模28.5亿元，承销商为广发证券与长江证券。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Core Viewpoint - Beibu Gulf Port has announced a significant port infrastructure investment plan totaling approximately 15.615 billion yuan to enhance its competitive edge and accelerate the construction of the Guangxi Beibu Gulf International Gateway Port [1][2] Investment Plan - The board of directors has approved the investment in two major port projects, with a total estimated investment of about 15.615 billion yuan [2] - The key project, the Fangcheng Port 300,000-ton terminal, will require an investment of 11.403 billion yuan and is included in several national planning documents, marking it as a critical project for Guangxi [2] - The project will construct two 300,000-ton ore berths and six 5,000-ton transshipment berths, with an annual design throughput capacity of 67.53 million tons and an expected annual revenue of 1.326 billion yuan post-completion [2] - The Beihai Port area will also upgrade bulk cargo berths with an investment of 4.212 billion yuan to build two 200,000-ton bulk cargo berths, expected to generate an annual revenue of 644 million yuan [2] Operational Performance - Beibu Gulf Port has seen continuous expansion in operational scale, with a cargo throughput of 267 million tons in the first three quarters of 2025, reflecting a year-on-year growth of 10.01% [4] - Container throughput reached 7.2481 million TEUs, with a year-on-year increase of 10.34% [4] - The company achieved a total operating revenue of 5.535 billion yuan, a year-on-year increase of 12.92%, and a net profit of 722.5 million yuan, up 22.63% year-on-year, indicating effective management [4] Infrastructure and Capacity - As of mid-2025, the company manages 91 coastal productive berths with an annual throughput capacity of 451 million tons and a container throughput capacity of 11.04 million TEUs [4] - The proportion of deep-water berths over 100,000 tons is 37%, exceeding the national average for coastal ports, showcasing the company's strong hardware capabilities [4] Shipping Network - Beibu Gulf Port has expanded its global service network, operating 91 container shipping routes, including 56 foreign trade routes that cover Southeast Asia, Japan, South Korea, Europe, and Africa [5] - The internal trade routes connect major domestic coastal ports, forming a comprehensive logistics network that supports the Western Land-Sea New Corridor [5]

Group 1 - The board of directors of Qingdao Port International Co., Ltd. held its third meeting of the fifth session from January 7 to January 14, 2026, via written resolutions [2] - The meeting was conducted in accordance with the company's articles of association and relevant laws, with all board members participating in the voting except for the related director who abstained [2] - The board approved the proposal to amend the articles of association of its wholly-owned subsidiary, Qingdao Port Lianhai International Logistics Co., Ltd. [2][4] Group 2 - The voting results showed 8 votes in favor, with no votes against or abstentions [3] - The proposal had previously been approved by the independent directors in a separate meeting before being submitted to the board for review [4] - The announcement was officially made by Qingdao Port International Co., Ltd. on January 15, 2026 [6]

Core Viewpoint - The Yangpu Port, a key cargo port in Hainan Free Trade Port, is enhancing its port and shipping infrastructure with the initiation of a 100,000-ton public grain and oil terminal project, which aims to significantly boost cargo handling capacity and attract related industries [1][2] Group 1: Project Details - The project involves the construction of a 100,000-ton public grain and oil terminal berth, designed for an annual throughput of 4.5 million tons, including 4 million tons of grain and 500,000 tons of vegetable oil [1] - The terminal will feature a shoreline length of 316 meters and will utilize a high-pile beam-slab structure, along with two approach bridges to accommodate large grain and oil vessels efficiently [1] - The project is set to complete all pile testing by the Spring Festival of 2026, with the goal of achieving project acceptance by the end of 2026 [1] Group 2: Supporting Infrastructure - In addition to the main terminal, supporting facilities such as road yards, corridors, power supply systems, shore power systems, and fire communication systems will be constructed simultaneously [1] - A production scheduling center will be established to ensure intelligent operations of the terminal [1] Group 3: Economic Impact - Upon completion, the project will create a "front port, middle warehouse, back factory" development model for the port, enhancing cargo transport functions and attracting upstream and downstream industries such as grain and oil processing and trade [2]

Core Insights - Shandong Port Rizhao Port has been recognized as a benchmark unit for on-site management improvement in the transportation industry by the China Transportation Enterprise Management Association for the year 2025 [1] Group 1: Awards and Recognition - Rizhao Port received seven regional brand awards for transportation service quality, including the "Good Coal Service" brand [4] - Eight units from Rizhao Port were awarded five-star on-site management ratings, and two individuals received accolades as outstanding practitioners in transportation service quality and management [4] Group 2: Brand Development Strategy - Brand building is a strategic support for state-owned enterprises to enhance core competitiveness and demonstrate soft power, which is crucial for achieving high-quality development [4] - Since the integration reform of Shandong Port, Rizhao Port has implemented a brand-strengthening strategy, focusing on service quality improvement and on-site management enhancement [4] - The "Rizhao Port Spring Service" brand was awarded the 2024 industry brand for transportation service quality, and the port's loading and unloading services received a "national user satisfaction five-star service" rating [4] Group 3: Future Initiatives - In 2025, Rizhao Port will focus on brand development through expert guidance, service brand positioning, and core value shaping, aiming to expand the "Rizhao Port Spring Service" brand matrix [4] - The port plans to establish a dynamic service mechanism oriented towards customer needs and experiences, gradually achieving comprehensive supply chain services [4] - The port aims to enhance brand influence and support high-quality development through three transformations: system upgrades, digital transformation, and service quality improvement [5]

（文章来源：证券日报） 证券日报网讯 1月14日，日照港发布公告称，公司第八届董事会第二十一次会议审议通过《关于预计 2026年度日常经营性关联交易的议案》等多项议案。 ...

Group 1 - The company, 财达证券, announced that 唐山港口实业集团有限公司 plans to reduce its holdings by up to 30 million shares of the company's A-shares, which represents no more than 1% of the total share capital [1] - The reduction will take place within a three-month period from February 6, 2026, to May 5, 2026, starting 15 trading days after the announcement [1] - The method of reduction will be through centralized bidding [1]

Core Viewpoint - Qingdao Port announced the approval of amendments to the articles of association of Qingdao Port Lianhai International Logistics Co., Ltd. during the third meeting of its fifth board of directors [1] Group 1 - The board of directors of Qingdao Port held its third meeting to discuss and approve the proposed amendments [1]

Core Insights - The total container throughput for December 2025 is projected to be 17.284 million TEUs, representing a year-on-year increase of 11.1% [1] - The cumulative throughput for the current year is 206 million TEUs, showing a year-on-year growth of 5.7% [1] Container Throughput - Inland terminal throughput is expected to reach 13.869 million TEUs, with a year-on-year increase of 10.9% [1] - Overseas terminal throughput is projected at 3.003 million TEUs, reflecting a year-on-year growth of 19.2% [1] Bulk Cargo Throughput - The total bulk cargo throughput is anticipated to be 111 million tons, indicating a year-on-year decline of 1.0% [1] - The cumulative bulk cargo throughput for the current year remains stable at 1.262 billion tons, with no year-on-year change [1] - Inland terminal bulk cargo throughput is expected to be 110 million tons, showing a year-on-year decrease of 1.2% [1] - Overseas terminal bulk cargo throughput is projected at 867,000 tons, with a year-on-year increase of 26.6% [1]