格隆汇12月1日丨重庆港(600279.SH)公布，2025年11月28日，第九届董事会第十一次会议审议通过《关 于新增江津港现代化多式联运集疏运能力提升项目（二期改扩建工程）投资计划并立项的议案》，为满 足江津港区远期发展的需要，全力打造西南地区规模最大的公用粮食、粮油集散中转基地，同意新增江 津港现代化多式联运集疏运能力提升项目（二期改扩建工程）投资计划并立项，预估项目总投资为2.99 亿元，同时要求江津港埠分公司积极争取项目政策性补贴，合理控制项目贷款比例。 ...

格隆汇12月1日丨重庆港(600279.SH)公布，2025年11月28日，第九届董事会第十一次会议审议通过《关 于新增江津港现代化多式联运集疏运能力提升项目（二期改扩建工程）投资计划并立项的议案》，为满 足江津港区远期发展的需要，全力打造西南地区规模最大的公用粮食、粮油集散中转基地，同意新增江 津港现代化多式联运集疏运能力提升项目（二期改扩建工程）投资计划并立项，预估项目总投资为2.99 亿元，同时要求江津港埠分公司积极争取项目政策性补贴，合理控制项目贷款比例。 ...

重庆港（600279）(600279.SH)发布公告，为满足江津港区远期发展的需要，全力打造西南地区规模最 大的公用粮食、粮油集散中转基地，董事会同意新增江津港现代化多式联运集疏运能力提升项目(二期 改扩建工程)投资计划并立项，预估项目总投资为2.99亿元，同时要求江津港埠分公司积极争取项目政 策性补贴，合理控制项目贷款比例。 该项目是破解江津港区发展瓶颈和助推区域高质量发展的重要举措。一方面，可有效解决江津港铁路装 卸能力不足的核心卡点，显著提升货物吞吐与多式联运效率，有效应对重庆地区粮食缺口扩大与园区企 业激增的物流挑战;另一方面，将助力江津港成为"千里轻舟"的重要支点，可推动江津港融入干支联动 航运网络，充分发挥其连接成渝双城经济圈、辐射川南地区的区位优势，激活港口潜能，为上市公司增 强物流竞争力、拓展区域市场提供有力支撑，从而推动上市公司可持续高质量发展。 ...

该项目是破解江津港区发展瓶颈和助推区域高质量发展的重要举措。一方面，可有效解决江津港铁路装 卸能力不足的核心卡点，显著提升货物吞吐与多式联运效率，有效应对重庆地区粮食缺口扩大与园区企 业激增的物流挑战;另一方面，将助力江津港成为"千里轻舟"的重要支点，可推动江津港融入干支联动 航运网络，充分发挥其连接成渝双城经济圈、辐射川南地区的区位优势，激活港口潜能，为上市公司增 强物流竞争力、拓展区域市场提供有力支撑，从而推动上市公司可持续高质量发展。 智通财经APP讯，重庆港(600279.SH)发布公告，为满足江津港区远期发展的需要，全力打造西南地区 规模最大的公用粮食、粮油集散中转基地，董事会同意新增江津港现代化多式联运集疏运能力提升项目 (二期改扩建工程)投资计划并立项，预估项目总投资为2.99亿元，同时要求江津港埠分公司积极争取项 目政策性补贴，合理控制项目贷款比例。 ...

记者丨江佩佩骆轶琪见习记者张嘉钰 编辑丨刘巷 12月1日，A股市场震荡拉升，沪指涨0.65%，重返3900点上方，深成指涨1.25%，创业板指涨1.31%。沪深两市成交额1.89万亿，较上一个交易日放量2917 亿。全市场近3400只个股上涨。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3914.01 | 13146.72 | 1408.79 | | +25.41 +0.65% +162.64 +1.25% +21.09 +1.52% | | | | 科创20 | 创业板指 | 万得全A | | 1336.76 | 3092.50 | 6264.69 | | +9.61 +0.72% +39.91 +1.31% +59.01 +0.95% | | | | 沪深300 | 中证500 | 中证A500 | | 4576.49 | 7101.83 | 5505.28 | | +49.82 +1.10% +70.28 +1.00% +64.33 +1.18% | | | | 中证1000 | 深证1 ...

Market Overview - On December 1, the A-share market experienced a rebound, with the Shanghai Composite Index rising by 0.65% to above 3900 points, and the Shenzhen Component Index increasing by 1.25% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.89 trillion yuan, an increase of 291.7 billion yuan compared to the previous trading day, with nearly 3400 stocks rising [1][2] Sector Performance - The consumer electronics and non-ferrous metals sectors saw significant gains, while the internet e-commerce, insurance, and battery sectors faced declines [4] - Notable stocks in the consumer electronics sector included ZTE Corporation and Broadcom Integration, with nearly 20 stocks hitting the daily limit [4] Commercial Aerospace - The commercial aerospace sector continued its strong performance, with Tongyu Communication achieving a three-day limit-up streak [6] - The company announced a partnership to establish a 100 million yuan fund for investment in Beijing Lingkong Tianxing Technology, which may have contributed to its stock price volatility [6] Precious Metals and Commodities - Global risk aversion led to a rise in precious metals, with spot silver reaching a historical high of 57 USD/ounce, marking a year-to-date increase of nearly 100% [8][9] - The price of gold also saw significant gains, with London gold trading at approximately 4238.236 USD, reflecting a year-to-date increase of 61.51% [9] - Copper prices and oil prices also rose, with Brent crude oil increasing by 2% to 64.16 USD/barrel [10]

Core Viewpoint - The A-share market has seen a strong performance in the port and shipping sector, with notable gains in stocks such as China Merchants Energy Shipping and COSCO Shipping Energy, driven by a significant increase in the Baltic Dry Index [1] Group 1: Market Performance - China Merchants Energy Shipping reached its historical high, hitting the daily limit up [1] - COSCO Shipping Energy rose over 5%, while COSCO Shipping Specialized Carriers increased by 4% [1] - China Merchants South Oil saw an increase of over 3% [1] Group 2: Baltic Dry Index - The Baltic Dry Index rose by 80 points or 3.2% to 2560 points, marking the highest level since December 2023 [1] - This increase represents the 12th consecutive day of growth, with a weekly increase of 12.5% [1] Group 3: Individual Stock Performance - China Merchants Energy Shipping (601872) had a daily increase of 8.74% and a total market capitalization of 77.4 billion [2] - COSCO Shipping Energy (600026) increased by 5.88% with a market cap of 69.9 billion [2] - COSCO Shipping Specialized Carriers (600428) rose by 4.03%, valued at 19.8 billion [2] - China Merchants South Oil (601975) saw a 3.21% increase, with a market cap of 15.5 billion [2]

港口航运板块午后走高，招商轮船涨停，中远海能涨超7%，中远海特、招商南油、海航科技、中远海 控跟涨。 ...

安徽省绿色港口与航运示范工程项目将助力当地港口与航运业向更可持续、更数字化的模式转型。项目 旨在减少温室气体排放、增强抵御极端天气事件的能力，并推动物流互联互通，以促进包容和可持续的 经济增长。通过提高运输效率、降低物流成本和创造更多就业机会，项目预计将直接惠及117万居民， 包括女性、低收入群体和残障人士。 12月1日消息，亚洲开发银行（亚行）已批准一笔7.5564亿元人民币贷款，支持中国安徽省发展绿色智 慧且具韧性的内河港口，并推进清洁能源航运。 ...

Core Insights - The introduction of remote control operations at Yangpu International Container Terminal has significantly improved operational efficiency and reduced logistics costs, with a container throughput of 2.0052 million TEUs from January to September 2025, representing a year-on-year increase of over 50% [2][3] Group 1: Remote Control Operations - The terminal has implemented semi-automated operations for yard cranes and equipped with unmanned gates and intelligent operation systems, enhancing productivity [2] - Remote operators can efficiently manage heavy containers from a distance, demonstrating the effectiveness of the remote control technology [1] Group 2: Shipping Network Expansion - Yangpu Port has opened a total of 65 domestic and international trade routes, with 59 routes specifically from the Yangpu International Container Terminal, establishing a new shipping network that connects both domestic and international markets [3] - The increasing number of shipping routes has attracted more vessels to register under the "China Yangpu Port" policy, which offers various tax incentives and support for shipping companies [3] Group 3: Policy Impact - The free trade port policies in Yangpu, including zero tariffs on imported vessels and VAT refunds for domestically built international vessels, have significantly lowered operational costs for shipping businesses [3] - The number of shipping market entities has surged from 239 in 2019 to nearly 1,000 in 2024, while water transport turnover is projected to exceed 1 trillion ton-kilometers by 2024 [3]