Group 1 - The company is inquiring about the confirmation of logistics subsidy income from the Western Land-Sea New Channel for the year 2025 [1] - The company has advised investors to refer to its disclosed annual and semi-annual reports for specific information regarding government subsidies, particularly in the financial report section titled "Note 11, Government Subsidies" [1] - There is a question regarding whether there is a time limit for receiving the subsidy and the deadline for such [1]

来源：问董秘 投资者提问： 请问何时公布2025年9月份业务数据？公司是否有制度要求每个月固定公布业务数据，还是说有投资者 问到了才会公布？ 董秘回答(北部湾港SZ000582)： 您好。为使投资者能够及时地了解公司港口生产经营情况，公司建立了月度港口吞吐量数据披露机制， 通常于每月15号前发布相关数据公告；若遇法定节假日，公告日期将根据实际情况进行适当调整。感谢 您的关注。 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

Core Insights - The overall volume of inter-regional personnel movement in China reached 45.55 billion trips from January to August, reflecting a year-on-year increase of 3.6% [1] - The transportation sector is seen as a "barometer" for economic development, with stable growth in key indicators such as freight volume and port cargo throughput [2] Transportation Metrics - Railway and civil aviation passenger volumes increased by 6.7% and 5.3% respectively, while road personnel movement grew by 3.4% [1] - The total freight volume for the first eight months was 3.806 billion tons, marking a year-on-year growth of 3.8% [1] - Freight volumes by mode showed increases: railway (2.6%), road (3.9%), waterway (3.8%), and civil aviation (14.5%) [1] - Express delivery business volume reached 128.2 billion items, up 17.8% year-on-year [1] Port and Container Metrics - Port cargo throughput amounted to 12.03 billion tons, with a year-on-year increase of 4.4%, including a 5.2% rise in domestic trade and a 2.7% rise in foreign trade [1] - Container throughput reached 23 million TEUs, reflecting a year-on-year growth of 6.3%, with domestic and foreign trade container throughput increasing by 3.2% and 8.4% respectively [1] Investment in Transportation - Transportation fixed asset investment was approximately 2.26 trillion yuan, with significant investments in various sectors: railway (504.1 billion yuan), road (1.5412 trillion yuan), waterway (143.3 billion yuan), and civil aviation (70.7 billion yuan) [1]

据统计，截至今年9月15日，天津新港海关监管发运天津中欧(中亚)班列492列，搭载货物52890标箱， 标箱数同比增加15%。 来源：人民网 人民网北京9月28日电 (陈键)据海关总署网站消息，近日，天津新港北铁路集装箱中心站吊车、叉车往 返穿梭，在天津新港海关监管下，一列满载110标箱汽车零配件的班列装车发运，即将经霍尔果斯口岸 出境，驶向哈萨克斯坦、塔吉克斯坦等中亚国家。 天津港作为"一带一路"的海陆交汇点，是中蒙俄经济走廊东部起点、也是新亚欧大陆桥经济走廊重要节 点，目前天津地区中欧、中亚班列已实现东、中、西部三条通道全覆盖，为推进"一带一路"建设提供新 动能。 ...

Core Insights - The overall operation of China's transportation economy has remained stable in 2023, with growth in key indicators such as freight volume, port cargo throughput, and inter-regional personnel flow, alongside high levels of transportation investment [1] Group 1: Freight Volume - From January to August, the total operating freight volume reached 38.06 billion tons, marking a year-on-year increase of 3.8%. By mode, railway, road, waterway, and civil aviation freight volumes grew by 2.6%, 3.9%, 3.8%, and 14.5% respectively [2] Group 2: Port Cargo Throughput - During the same period, port cargo throughput totaled 12.03 billion tons, reflecting a year-on-year growth of 4.4%. Specifically, domestic and foreign trade throughput increased by 5.2% and 2.7% respectively. Container throughput reached 23 million TEUs, up 6.3%, with domestic and foreign trade container throughput rising by 3.2% and 8.4% respectively [3] Group 3: Inter-Regional Personnel Flow - The inter-regional personnel flow amounted to 45.55 billion person-times, showing a year-on-year increase of 3.6%. By mode, railway and civil aviation passenger volumes grew by 6.7% and 5.3%, while road personnel flow increased by 3.4% [4] Group 4: Transportation Fixed Asset Investment - Fixed asset investment in transportation reached 2.26 trillion yuan from January to August. Investment by mode included 504.1 billion yuan for railways, 1.5412 trillion yuan for roads (with 807 billion yuan for expressways, 373 billion yuan for national and provincial roads, and 238.2 billion yuan for rural roads), 143.3 billion yuan for waterways, and 70.7 billion yuan for civil aviation. Major projects under the "14th Five-Year Plan" are progressing smoothly, with significant advancements in key infrastructure projects [5]

Core Insights - The overall operation of China's transportation economy has remained stable this year, with growth in key indicators such as freight volume, port cargo throughput, and inter-regional personnel flow [1] Group 1: Freight Volume - From January to August, the completed operating freight volume reached 380.6 billion tons, representing a year-on-year increase of 3.8%. By mode of transport, railway, road, waterway, and civil aviation freight volumes grew by 2.6%, 3.9%, 3.8%, and 14.5% respectively [2] Group 2: Port Cargo Throughput - During the same period, port cargo throughput totaled 120.3 billion tons, with a year-on-year growth of 4.4%. Specifically, domestic and foreign trade throughput increased by 5.2% and 2.7% respectively. Container throughput reached 23 million TEUs, marking a 6.3% year-on-year increase, with domestic and foreign trade container throughput growing by 3.2% and 8.4% respectively [3] Group 3: Inter-Regional Personnel Flow - The inter-regional personnel flow amounted to 455.5 billion person-times, reflecting a year-on-year increase of 3.6%. By mode of transport, railway and civil aviation passenger volumes increased by 6.7% and 5.3% respectively, while road personnel flow grew by 3.4% [4] Group 4: Transportation Fixed Asset Investment - From January to August, transportation fixed asset investment reached 2.26 trillion yuan. By mode, railway investment was 504.1 billion yuan; road investment totaled 1.5412 trillion yuan, with specific investments of 807 billion yuan for expressways, 373 billion yuan for ordinary national and provincial roads, and 238.2 billion yuan for rural roads; waterway investment was 143.3 billion yuan; and civil aviation investment was 70.7 billion yuan. Major transportation projects under the "14th Five-Year Plan" are progressing smoothly, with significant projects like the Chengdu to Emei Mountain Expressway and the Guangzhou Port Nansha Port Area accelerating construction [5]

Core Insights - Jiangsu ports are undergoing rapid smart and green transformation, with significant upgrades in automation and efficiency [1][3][4] - The shift from traditional manual operations to automated systems has led to a substantial reduction in labor requirements and increased operational efficiency [2][3][5] - The ports are evolving from simple loading and unloading facilities to comprehensive service platforms that support high-value exports [6][8][9] Group 1: Automation and Efficiency - The automation at Taicang Port has allowed for a reduction in the number of operators needed, with 28 cranes now managed by just three to four people, improving efficiency by 20% and reducing personnel by over 80% [3][4] - Zhangjiagang Port is also advancing in automation, with the introduction of intelligent operations for bulk cargo, enhancing efficiency through smart conveyor systems and remote monitoring [4][5] - The overall operational efficiency at Taicang Port has increased by 15% due to smart upgrades, while energy consumption per container continues to decline [8][12] Group 2: Green Transformation - Taicang Port is focusing on achieving "zero carbon" goals, indicating a commitment to sustainable practices in port operations [3][4] - Zhangjiagang Port has made significant strides in green management and fully automated operations, aiming to reduce energy consumption and enhance environmental sustainability [5][10] - The ports are adapting to the demand for high-value goods, which require stable, efficient, and low-carbon supply chain solutions [8][10] Group 3: Industry Impact - The transformation of Jiangsu ports is facilitating the export of high-tech products, with a notable increase in the export of new energy vehicles and lithium batteries, which grew by 45% year-on-year [8][9] - The ports are becoming strategic assets in the global supply chain, moving beyond traditional roles to actively participate in logistics optimization for large manufacturing enterprises [11][12] - The shift towards smart and green ports is seen as a reflection of broader industrial upgrades, with ports acting as indicators of regional economic development [10][11]

Group 1: Economic Indicators - The Purchasing Managers' Index (PMI) for September will be released on September 30, with August's manufacturing PMI at 49.4%, showing a slight increase of 0.1 percentage points from the previous month, indicating an improvement in manufacturing sentiment [1] - The non-manufacturing business activity index for August was 50.3%, up by 0.2 percentage points from the previous month, remaining above the critical point and indicating continued expansion in the non-manufacturing sector [1] Group 2: Market Operations - The Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange will be closed from October 1 to October 8 for the National Day and Mid-Autumn Festival, resuming normal operations on October 9 [2] Group 3: Regulatory Changes - Several new regulations will take effect on October 1, including the "Permanent Basic Farmland Protection Red Line Management Measures," which outlines specific provisions for the designation, control, protection, and quality construction of permanent basic farmland [3] - The "Financial Infrastructure Supervision Management Measures" will also come into effect, focusing on the regulation of financial infrastructure operations, risk management, and corporate governance [3] Group 4: Industry Events - The Hefei International New Energy Vehicle Conference will take place from September 29 to October 5, featuring a series of events focused on smart connectivity, AI technology, chips, and supply chains in the new energy vehicle sector [5] Group 5: Market Developments - Over 400 billion yuan worth of restricted shares will be unlocked in the upcoming week, with 36 companies set to release a total of 4.882 billion shares, amounting to approximately 400.81 billion yuan based on the latest closing prices [7] - The top three companies by market value of unlocked shares are Ningbo Port (13.202 billion yuan), Wankai New Materials (4.665 billion yuan), and Jiao Cheng Ultrasonic (4.374 billion yuan) [8] Group 6: New Stock Opportunities - One new stock, Daoshengtianhe, will be available for subscription starting September 29, with a subscription price of 5.98 yuan per share [11]

Core Insights - The article highlights the rapid advancement of smart and green transformation in Jiangsu's ports, particularly focusing on the automation and efficiency improvements at Taicang Port and Zhangjiagang Port [1][3][5] Group 1: Automation and Efficiency - Taicang Port has implemented an automated container terminal, significantly enhancing operational efficiency, with a 20% increase in efficiency and an 80% reduction in personnel needed for operations [2][7] - The transition from traditional manual operations to automated systems allows for real-time monitoring and control, leading to a streamlined process for container handling [2][6] - Zhangjiagang Port is also advancing in automation, particularly in handling bulk cargo, with the introduction of intelligent conveyor systems and remote operation capabilities [3][4] Group 2: Green Initiatives - Taicang Port is initiating zero-carbon port construction, aiming for sustainable operations alongside its automation efforts [1][2] - Zhangjiagang Port has achieved over 85% water-to-water transfer for coal, significantly reducing energy consumption and enhancing operational efficiency [4] - The ports are focusing on reducing carbon footprints and improving energy efficiency, aligning with global trends towards sustainability [6][7] Group 3: Economic Impact and Industry Evolution - The transformation of ports from simple loading and unloading facilities to efficient service platforms is reshaping the logistics landscape, enhancing the competitiveness of Jiangsu's manufacturing exports [5][6] - The export of high-value products such as new energy vehicles and lithium batteries from Taicang Port has seen a 45% year-on-year increase, demonstrating the impact of smart and green upgrades [6][7] - The ports are evolving into strategic assets within global supply chains, emphasizing the importance of supply chain optimization over traditional metrics like throughput [9][10] Group 4: Future Directions - The future of port operations is expected to shift from single-point intelligence to collective intelligence, enhancing overall operational efficiency and capacity [10] - The integration of AI and advanced technologies in port operations is anticipated to mature over the next 2-3 years, further driving innovation and efficiency [9][10] - Jiangsu's ports are positioned to support high-quality development in the Yangtze River Economic Belt through improved logistics and supply chain capabilities [10]

Core Insights - Shanghai Nangang Terminal is set to open its second phase for foreign trade roll-on/roll-off (RoRo) operations, with significant expected growth in annual throughput [1][3] - The terminal has already surpassed last year's total foreign trade vehicle throughput, indicating strong demand and growth in the automotive export sector, particularly for new energy vehicles [1][3] Group 1: Terminal Operations - On September 26, the terminal recorded its highest single-day foreign trade vessel movements since opening, with six international vessels entering and exiting [1] - The terminal has handled over 478,600 foreign trade vehicles as of September 26, exceeding last year's total of approximately 470,300 vehicles [1][3] - The upcoming opening of the second phase is expected to further enhance throughput, especially during the fourth quarter, which is typically a peak season for automotive exports [3] Group 2: Automotive Export Growth - China's automotive exports reached 4.292 million units from January to August 2025, marking a year-on-year increase of 13.7% [1] - New energy vehicle exports accounted for 1.532 million units, reflecting a substantial year-on-year growth of 87.3%, positioning them as a key driver of export growth [1] - The export vehicles from Shanghai Nangang Terminal are distributed across 36 countries and regions, including Asia, Europe, Africa, Oceania, South America, and North America [3] Group 3: Operational Efficiency - The demand for RoRo operations personnel is increasing due to the growth in foreign trade vehicle throughput [3] - The border inspection agency has issued over 1,500 temporary permits to accommodate the rising demand for RoRo operations [3] - Streamlined customs processes have been implemented to enhance efficiency, allowing for simultaneous processing of entry and exit procedures for vessels with short docking times [3]