来源：新浪证券-红岸工作室 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为646.8万元。该股近5个交易日累计 上涨3.08%，主力资金合计净流出4262.88万元。 10月27日，北部湾港收涨0.44%，收盘价为9.06元，发生1笔大宗交易，合计成交量77万股，成交金额 646.8万元。 第1笔成交价格为8.40元，成交77.00万股，成交金额646.80万元，溢价率为-7.28%，买方营业部为民生 证券股份有限公司北京第一分公司，卖方营业部为中泰证券股份有限公司杭州湖墅南路证券营业部。 ...

中国首座40万吨干散货数智码头在青岛西海岸新区正式投产 中新网青岛10月27日电(张孝鹏)中国首座40万吨干散货数智码头27日在位于青岛西海岸新区的山东港口 青岛港集团有限公司(简称"山东港口青岛港")董家口港区投产，该码头实现全流程生产经营过程的实时 监测、智慧决策和数字化感知，填补了中国国内超大型干散货码头数智化运营的空白。 此次投用的40万吨干散货数智码头集成5G、AI、云计算等技术，应用智能化干散货码头通用操作系统 (iGTOS)，并依托云港通、玉衡平台建立安全、可控、便捷的集疏运管控体系。同时，该码头配备卸船 机、堆取料机、门机等智能化设备，具备卸船、装车、混配、临港供料等全工艺自动化流程。 山东港口青岛港是中国重要的矿石进口接卸基地，能够提供货物接卸、仓储、疏运、保税、混配等全流 程服务。同时，该港的自动化码头全球领先，是亚洲首座真正意义上的全自动化集装箱码头。 2015年，山东港口青岛港首座40万吨矿石码头在董家口港区投用，开启中国港口干散货作业"大船时 代"，截至2025年9月，该码头接卸超460艘次大船，接卸量1.6亿吨，持续领跑中国沿海港口。 本次投产的码头是山东港口青岛港第二座40万吨矿 ...

Core Insights - The launch of the "Gemini" vessel carrying 300,000 tons of ore at Qingdao Port marks the official operation of the second 400,000-ton ore terminal, making Qingdao the first port in China with a 400,000-ton dry bulk smart terminal and the first in northern China to have dual 400,000-ton ore terminal configurations [1] Group 1 - The second 400,000-ton ore terminal at Qingdao Port commenced construction in December 2022 [1] - The new terminal includes one 300,000-ton iron ore berth designed to accommodate 400,000-ton bulk carriers [1] - The operational capacity of the new terminal will add 16 million tons per year and enhance storage capacity by 10 million tons, contributing to an annual throughput capacity exceeding 56 million tons for the dual 400,000-ton berths [1]

山东港口烟台港：汽车"出海"忙 连日来，山东港口烟台港一片繁忙景象，大量汽车整齐排列，有序装船等待"出海"。烟台港是中国 北方商品车物流枢纽港，目前已开辟5条国内航线和11条国际航线，实现全球主要商品车码头全联通。 (无人机照片)张超 摄 连日来，山东港口烟台港一片繁忙景象，大量汽车整齐排列，有序装船等待"出海"。烟台港是中国 北方商品车物流枢纽港，目前已开辟5条国内航线和11条国际航线，实现全球主要商品车码头全联通。 (无人机照片)张超 摄 连日来，山东港口烟台港一片繁忙景象，大量汽车整齐排列，有序装船等待"出海"。烟台港是中国 北方商品车物流枢纽港，目前已开辟5条国内航线和11条国际航线，实现全球主要商品车码头全联通。 (无人机照片)张超 摄 连日来，山东港口烟台港一片繁忙景象，大量汽车整齐排列，有序装船等待"出海"。烟台港是中国 北方商品车物流枢纽港，目前已开辟5条国内航线和11条国际航线，实现全球主要商品车码头全联通。 (无人机照片)张超 摄 连日来，山东港口烟台港一片繁忙景象，大量汽车整齐排列，有序装船等待"出海"。烟台港是中国 北方商品车物流枢纽港，目前已开辟5条国内航线和11条国际航线，实现全球 ...

Core Points - The launch of the 400,000-ton intelligent bulk cargo terminal at Qingdao Port marks a significant advancement in China's port operations, integrating cutting-edge technologies such as 5G, AI, and cloud computing [1][4][6] Group 1: Terminal Features - The terminal utilizes an intelligent operating system for bulk cargo and establishes a secure and convenient logistics management system, enabling real-time monitoring and decision-making throughout the production process [4] - Equipped with automated unloading machines, stacking and reclaiming machines, and gantry cranes, the terminal supports a fully automated workflow for unloading, loading, mixing, and supply [4][6] Group 2: Capacity and Impact - With the new terminal, Qingdao Port's capacity will increase by 16 million tons annually, and the storage capacity will rise by 10 million tons per year [6] - The terminal is the second 400,000-ton ore terminal at Qingdao Port, making it the first port in northern China to have dual 400,000-ton ore terminals, enhancing its operational capabilities [6][10] Group 3: Strategic Importance - The dual 400,000-ton ore terminals signify a shift from traditional operations to intelligent services, reflecting Qingdao Port's transition towards smart empowerment and operational efficiency [10][14] - The comprehensive operation of these terminals will provide continuous and efficient iron ore transportation support for Chinese steel enterprises, integrating sea, land, and rail logistics [10][14]

(免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 来源：新浪证券-红岸工作室 10月27日，南京港跌0.34%，成交额5.80亿元，换手率10.10%，总市值56.50亿元。 异动分析 航运概念+统一大市场+国企改革 1、公司是一家主要从事管道原油和内外贸海轮进江原油、液体化工产品的储存、中转的公司,是目前我 国内河最大的石油、液体化工产品中转储存的港口运输企业。 2、公司2023年半年报：公司从事的主要业务包括提供原油、成品油、液体化工产品及普通货物的装 卸、仓储服务；在港区内从事集装箱的堆存、门到门运输、相关配件销售；集装箱的拆装、拼箱、修 理、清洗；电子数据交换服务及信息咨询服务；为船舶提供码头、在港区内提供物流服务。 公司地处 中国经济最发达、最活跃的长江三角洲地区，依靠南京的中心城市地位，和临近苏南、苏中等经济发达 区域的地缘优势，特别是临近范围内的金陵石化、扬子石化、扬巴公司、南化集团、仪征化纤等诸多大 型石化企业的发展，使液化业务量增长趋势明显。集装箱货源辐射范围包括长江沿线、长江主要支流 （湘江、赣江、大运河、淝河、淮河等），华南、华北等区域。拥有始发 ...

来源：新浪证券-红岸工作室 异动分析 航运概念+天然气+统一大市场+一带一路+冷链物流 1、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 2、公司持股49%的子公司国家管网集团广西防城港天然气有限责任公司，主营液化天然气存储、销 售，注册资本27000万元。 3、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作伙伴，持续扩大陆海双向开放，在港口建设运营、货源开拓及物流供应链服务上深化更多领 域、更深层次务实合作。 4、根据2023年年报，公司是广西北部湾地区国有公共码头唯一运营商，运营的北部湾港是我国计划打 造的五大沿海港口群之西南沿海港口群的主力港口，市场腹地主要为广西、云南、四川、贵州、重庆等 地区，承载着国家构建面向东盟的国际大通道、打造西南中南地 ...

Core Viewpoint - The Hang Seng High Dividend Low Volatility Index (HSHYLV.HI) has shown resilience, increasing by 0.46% and achieving a six-day winning streak, while the broader Hang Seng Index has declined by 2.49% during the same period [1]. Group 1: Market Performance - The Hang Seng High Dividend Low Volatility Index has risen over 6% from October 9 to October 24, contrasting with the decline of the Hang Seng Index [1]. - Key stocks contributing to the index's performance include Cheung Kong (up 1.3%), China Petroleum & Chemical Engineering (up 2.6%), and China Shenhua Energy (up 1.8%) [1]. Group 2: Fund Details - The Hang Seng Low Dividend ETF (159545) closely tracks the Hang Seng High Dividend Low Volatility Index, with a current fund size of 4.037 billion yuan and active trading exceeding 100 million yuan [1]. - The fund's distribution mechanism allows for evaluation of excess returns and distributable profits quarterly, enhancing cash yield stability for investors [2]. Group 3: Industry Focus - The Hang Seng High Dividend Low Volatility Index is designed to reflect the performance of high dividend, low volatility stocks available through the Hong Kong Stock Connect, with a focus on mature and stable sectors such as finance, real estate, and energy [1].

Group 1: Automotive and Logistics - Abu Dhabi Ports Group and Shandong Port Group signed a cooperation agreement to establish a "Green Automotive Industry Park" in the UAE, aiming to create a comprehensive automotive logistics corridor covering "China-Middle East-Africa" [2] - The project will enhance the supply chain for new and used cars by leveraging the port infrastructure and market advantages of both parties [2] Group 2: Artificial Intelligence and Technology - SenseTime MEA and China Telecom (UAE) signed a memorandum of cooperation to promote AI technology applications in Oman, focusing on smart city development [2] - The collaboration aims to combine SenseTime's technological expertise with China Telecom's integrated solutions to enhance urban management in Oman [2] Group 3: Investment and Economic Growth - Neolix completed a D-round financing exceeding $600 million, led by UAE's Stone Venture, marking the largest private equity financing in China's autonomous driving sector to date [3] - The company aims to deliver 15,000 autonomous delivery vehicles by the end of 2024 and expects to achieve positive cash flow by the end of 2025 [3] Group 4: Taxation and Compliance - The UAE Federal Tax Authority launched a new AI system to improve tax compliance and enhance taxpayer services, featuring the "TARA" platform for intelligent tax law inquiries [3] - The system aims to provide personalized support to taxpayers by analyzing common issues and errors during the tax registration and filing processes [3] Group 5: Foreign Direct Investment - The UAE is becoming a significant center for foreign direct investment (FDI), with projected FDI inflows reaching $45.6 billion in 2024, accounting for 55.6% of the Middle East's total [4] - The Sharjah Investment Forum and World Investment Conference will focus on global issues such as geopolitics and climate change, highlighting Sharjah's economic performance [4] Group 6: Hospitality and Real Estate - The UAE hotel investment market is expected to remain active, with RevPAR and ADR both increasing by 11.9% year-on-year as of August 2023 [4] - Emaar Properties announced the launch of the "Emaar Hills" project, a $272 billion AED development plan for approximately 40,000 luxury residences in Dubai [5] Group 7: Aviation and Trade - Qatar Airways established a frequent flyer partnership with Xiamen Airlines, enabling points exchange across 170 destinations [6] - The partnership enhances the loyalty program offerings for both airlines, expanding their global reach [6] Group 8: Government Procurement and Digital Economy - Qatar's Ministry of Communications and Information Technology announced a procurement plan covering over 40 projects with a total value exceeding 40 billion Qatari Riyals (approximately $11 billion) [7] - The plan aims to accelerate digital transformation and support the development of a knowledge-based economy [7] Group 9: Intellectual Property - Qatar's Ministry of Commerce and Industry held a workshop on intellectual property protection, focusing on enhancing awareness among startups and SMEs [8] - The workshop covered the importance of IP in business operations and introduced support programs for trademark registration [8]

Group 1 - Xiamen Port Development Co., Ltd. experienced a stock price increase of 5.29%, reaching 11.15 CNY per share, with a trading volume of 921 million CNY and a turnover rate of 11.91%, resulting in a total market capitalization of 8.271 billion CNY [1] - The company, established on April 21, 1999, and listed on April 29, 1999, is located in Xiamen, Fujian Province, and its main business includes handling bulk cargo at the terminal and providing related comprehensive logistics services, commodity trading, and building materials sales [1] - The revenue composition of the company is as follows: 89.43% from comprehensive supply chain services, 5.65% from port supporting services, 4.59% from terminal handling and storage, and 0.33% from other supplementary services [1] Group 2 - One fund under Dongfang Fund holds a significant position in Xiamen Port, specifically the Dongfang Quantitative Growth Flexible Allocation Mixed A Fund (005616), which held 42,700 shares in the second quarter, accounting for 0.42% of the fund's net value, making it the third-largest holding [2] - The Dongfang Quantitative Growth Flexible Allocation Mixed A Fund was established on March 21, 2018, with a latest scale of 73.9046 million CNY, achieving a year-to-date return of 36.73% and ranking 2179 out of 8226 in its category [2] - The fund manager, Wang Huaixun, has a cumulative tenure of 3 years and 165 days, with the fund's total assets currently at 228 million CNY, achieving the best return of 56.04% and the worst return of 3.06% during his tenure [2]