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]

央视网消息：这次印发的《关于"人工智能+交通运输"的实施意见》，聚焦交通运输行业高频刚需场景，如港口智能化升级、智 能铁路装备与系统研发等。在我国的北方大港青岛港，日均有超200万吨货物进出各个码头。如何让庞大的港口系统高效运转，人工 智能提供了新的思路。 相关工作人员表示，到港以及整个卸货的全流程动态，实现了足不出户一键获取。对于物流企业来说，每周要为客户接卸的船舶 也要到3到4船，货物包含像铁矿石、铝矾土、铜精矿等，各个不同的货类进口关税、增值税不一样，智能通关功能可以快速匹配到编 码，这样可以大大提高通关时效，也节省成本。 随着人工智能在港口多场景的加速建设，以前的小时级作业计划已经缩短为分钟级，这使得码头和库场综合利用率提升15%。青 岛港相关工作人员表示，目前，青岛港不断丰富大模型技术应用场景，先后建成了投产全自动化、集中化码头一二三期工程，件杂 货、干散货建造化码头等传统码头也在全面的智能化改造，未来将全面推进单一场景智能体向全域码头智能体推进。 港口服务大模型不仅让货物丝滑进出港，还可解答航线如何走、排期如何定、运价何时优等问题。如今，青岛港围绕码头生产、 无人驾驶、安全管理等重点场景，正在推进 ...

Meeting Details - The meeting was held on September 26, 2025, at 15:30, with network voting available from 9:15 to 15:00 on the same day [1][2][3] - The location of the meeting was at the 25th floor, A meeting room, China Merchants Port Building, No. 1, Industrial Third Road, Nanshan District, Shenzhen [2] - The meeting was conducted through a combination of on-site voting and online voting [3] - The meeting was convened by the company's board of directors, chaired by Chairman Feng Boming [4][5] Attendance - A total of 102 shareholders and their authorized representatives attended the meeting, representing 2,242,703,028 shares, which is 90.3530% of the total voting shares [7] - Among them, 9 shareholders attended the meeting in person, representing 1,577,015,883 shares (63.5341% of the voting shares), while 93 participated via online voting, representing 665,687,145 shares (26.8189% of the voting shares) [7] - A-share shareholders accounted for 88 attendees, representing 2,185,144,547 shares (94.9130% of the A-share voting rights) [8] - B-share shareholders accounted for 14 attendees, representing 57,558,481 shares (31.9955% of the B-share voting rights) [9] Resolutions Passed - The meeting approved several proposals, including: - Change of company registered capital and amendment of the Articles of Association, which required a two-thirds majority of the voting shares [11] - Amendments to the Rules of Procedure for Shareholders' Meetings, Board Meetings, Independent Directors' Work System, Related Party Transaction Management System, Fund Management System, Securities Investment Management System, Appointment of Accounting Firms, External Guarantee Management System, and External Donation Management System, all of which also required a two-thirds majority [11] Legal Opinions - The legal opinion was provided by Shanghai Fangda Law Firm, confirming that the meeting's convening and procedures complied with relevant laws and regulations, and that the qualifications of participants were valid [12]

证券代码：601326 证券简称：秦港股份 公告编号：2025-029 秦皇岛港股份有限公司 关于计提离岗等退费用的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 秦皇岛港股份有限公司（以下简称"公司"）于2025年9月26日召开了第六届董事会第三次会议，审议通 过了《关于审议计提离岗等退费用的议案》，现将具体情况公告如下： 一、本次计提离岗等退费用概述 随着港口智慧化进程的不断推进和技术水平的持续提升，为进一步优化公司人力资源结构，降低用工成 本，提升企业人均创利水平，增强公司核心竞争力，2025年，公司继续实施"离岗等退"政策，根据自愿 原则对达到一定条件的员工进行优化调整。 按照《企业会计准则》有关规定，员工离岗等退后到退休期间的人工成本应在办理离岗等退当年费用中 列支。 经测算，本年度需计提离岗等退费用不超过3.2亿元，该费用预计将导致本年度净利润减少不超过3.2亿 元（最终以经审计的数据为准）。 二、对公司的影响 2025年9月26日，公司第六届董事会第三次会议以12票同意、0票反对、0票弃权审议通过了《关于审 ...

Core Viewpoint - The development of coastal ports in China has significantly advanced since the 18th National Congress, forming five major port clusters that support economic growth and trade facilitation [1][2]. Group 1: Overview of Coastal Port Clusters - China has approximately 18,000 kilometers of coastline, with 27 major coastal ports and 36 major inland ports, promoting an open pattern of "land-sea internal and external linkage, east-west mutual assistance" [3]. - The five major coastal port clusters include the Bohai Rim, Yangtze River Delta, Southeast Coast, Guangdong-Hong Kong-Macao, and North Bay, strategically positioned to enhance regional economic development [4][5]. Group 2: Characteristics and Functions of Major Port Clusters - The Bohai Rim port cluster includes ports like Dandong, Dalian, and Tianjin, serving as a gateway for northern China's foreign trade [4]. - The Yangtze River Delta port cluster, led by Shanghai and Ningbo-Zhoushan ports, is characterized by its large scale and strong container transport capabilities, serving the Yangtze River basin [5]. - The Southeast Coast port cluster, centered around Xiamen, plays a crucial role in cross-strait trade and cooperation [6]. Group 3: Investment and Infrastructure Development - By the end of 2024, China's port production berths are expected to reach 22,000, with 2,971 berths capable of handling vessels of 10,000 tons or more, aligning with the trend of larger vessels [3]. - Significant investments are being made to enhance port infrastructure, including the construction of specialized berths and the expansion of storage and logistics capabilities [3][4]. Group 4: Service Types and Cargo Handling - Major cargo types handled by coastal ports include containers, coal, metal ores, construction materials, and oil and gas products, accounting for about 80% of total throughput [4]. - Shanghai, Ningbo-Zhoushan, and Shenzhen ports are key players in container transport, while ports like Tangshan and Qinhuangdao are vital for coal transportation [4][5]. Group 5: Integration and Optimization Efforts - Recent efforts have focused on integrating port resources at the provincial level, leading to improved service capabilities and operational efficiency [8][9]. - The establishment of collaborative mechanisms among port groups in the Yangtze River Delta and Bohai Rim has facilitated resource sharing and project cooperation [8][9]. Group 6: Smart Port Development - China is leading in the construction of smart ports and automated terminals, with 52 automated container and bulk cargo terminals completed as of May this year [12][13]. - The implementation of automation and digital technologies has significantly improved operational efficiency and reduced costs across major ports [13][14]. Group 7: Future Directions and Strategic Goals - The focus is on enhancing the quality of port services and infrastructure, with plans to establish world-class port clusters and improve international competitiveness [10][11]. - Continued investment in technology and innovation is essential for maintaining leadership in global port operations and logistics [16][17].

Core Insights - The World Bank and S&P Global jointly released the "Container Port Performance Index (CPPI) 2020-2024," highlighting Fuzhou Port's rise to the second position among 403 global ports in 2024, marking it as a leader in efficiency [1]. Group 1: Performance Metrics - The CPPI evaluates various factors including vessel turnaround time, loading and unloading efficiency, infrastructure, and digitalization levels [3]. - Fuzhou Port excelled in specific metrics such as vessel stay time, crane intensity, operational frequency, and docking scale, achieving a vessel stay time utilization rate of 83%, placing it in the regional top tier [3]. Group 2: Technological Advancements - The port's efficiency has significantly improved due to the implementation of the Smart Port Cloud Platform, automated terminal systems, and remote operation technologies, with crane usage intensity and operational frequency surpassing regional averages [3]. Group 3: Strategic Development - The hub's capability continues to rise, with the Jiangyin Port Area becoming the largest contiguous container port in the province, attracting larger vessels and achieving "two-way direct" sea-rail intermodal transport [5]. - Fuzhou Port's average CPPI for 2024 is projected to be 31.0, with specific metrics reaching as high as 94.8, and the administrative service index setting a new regional benchmark, showcasing a dual advantage of "hard power + soft power" in port development [5].

Core Insights - The company, Chongqing Port, has projected a total profit of 65 million yuan for the year 2025 according to its operational plan disclosed in the 2024 annual report [1] - As of the first half of 2025, the company has already achieved a total profit of 58.32 million yuan [1]

按照《企业会计准则》有关规定，员工离岗等退后到退休期间的人工成本应在办理离岗等退当年费用中 列支。经测算，本年度需计提离岗等退费用不超过人民币3.2亿元，该费用预计将导致年度净利润减少 不超过人民币3.2亿元(最终以经审计的数据为准)。 格隆汇9月26日丨秦港股份(03369.HK)公告，随着港口智慧化进程的不断推进和技术水平的持续提升， 为进一步优化公司人力资源结构，降低用工成本，提升企业人均创利水平，增强公司核心竞争力，2025 年，公司继续实施"离岗等退"政策，根据自愿原则对达到一定条件的员工进行优化调整。 ...

Group 1 - The core point of the article is that Qin Port Co., Ltd. announced the convening of its sixth board meeting to discuss the proposal for the provision of retirement expenses for employees [1] - For the fiscal year 2024, the revenue composition of Qin Port Co., Ltd. is as follows: coal and related services account for 67.01%, metal ores and related services account for 20.06%, other cargo services account for 9.09%, other income accounts for 1.74%, and container services account for 1.6% [1] - As of the report date, the market capitalization of Qin Port Co., Ltd. is 19.3 billion yuan [1]

格隆汇9月26日丨秦港股份(601326.SH)公布，随着港口智慧化进程的不断推进和技术水平的持续提升， 为进一步优化公司人力资源结构，降低用工成本，提升企业人均创利水平，增强公司核心竞争力，2025 年，公司继续实施"离岗等退"政策，根据自愿原则对达到一定条件的员工进行优化调整。按照《企业会 计准则》有关规定，员工离岗等退后到退休期间的人工成本应在办理离岗等退当年费用中列支。经测 算，本年度需计提离岗等退费用不超过3.2亿元，该费用预计将导致本年度净利润减少不超过3.2亿元 （最终以经审计的数据为准）。 ...