截至3月31日，辽港股份股东户数22.93万，较上期减少0.82%；人均流通股0股，较上期增加0.00%。 2025年1月-3月，辽港股份实现营业收入25.27亿元，同比减少12.51%；归母净利润2.04亿元，同比减少 45.09%。 分红方面，辽港股份A股上市后累计派现53.42亿元。近三年，累计派现14.39亿元。 融资方面，辽港股份当日融资买入2327.57万元。当前融资余额2.46亿元，占流通市值的0.84%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，辽港股份7月29日融券偿还900.00股，融券卖出1.75万股，按当日收盘价计算，卖出金额2.73 万元；融券余量200.49万股，融券余额312.76万元，超过近一年60%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 ...

资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期2019年1月21日，公司主营业务涉及集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套 服务、物流及港口增值服务、港口配套服务、金融服务等。主营业务收入构成为：装卸及相关业务 51.90%，物流及港口增值服务39.97%，港口配套服务-销售油、电及其他5.01%，港口配套服务-租金收 入2.09%，港口配套服务-工程等劳务1.03%。 截至3月31日，青岛港股东户数3.12万，较上期增加2.72%；人均流通股0股，较上期增加0.00%。2025年 1月-3月，青岛港实现营业收入48.07亿元，同比增长8.51%；归母净利润14.02亿元，同比增长6.51%。 融资方面，青岛港当日融资买入1069.44万元。当前融资余额8375.57万元，占流通市值的0.18%，融资 余额低于近一年40%分位水平，处于较低位。 融券方面，青岛港7月29日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.00万股，融券余额8.77万元，低于近一年30%分位水平，处于低位。 来 ...

Group 1 - The latest stock price of Guangzhou Port is 3.37 yuan, with an increase of 0.01 yuan, representing a rise of 0.30% compared to the previous trading day. The trading volume was 198,384 hands, with a transaction amount of 0.66 billion yuan and a fluctuation of 1.49% [1] - In 2024, the company's revenue composition is as follows: 50.05% from loading and related services, 27.27% from trading, and 20.24% from logistics and port auxiliary services [1] - In the first quarter of 2025, the company achieved a revenue of 34.17 billion yuan and a net profit attributable to shareholders of 2.62 billion yuan [1] Group 2 - On July 29, the company announced that director Song Xiaoming resigned from his position due to work changes, effective upon delivery to the board. His original term was set to end on May 17, 2026. The company stated that this personnel change would not affect the normal operation of the board and daily operations [1] - On July 29, the main funds of Guangzhou Port experienced a net outflow of 489,300 yuan [2]

Group 1 - Guangzhou Port maintains the highest domestic container throughput in China and experiences double-digit growth in foreign trade, with foreign trade cargo throughput increasing by 13.28% and foreign trade container throughput rising by 21.20% year-on-year [1] - In the first half of 2025, Guangzhou Port achieved a total cargo throughput of 343 million tons, a year-on-year increase of 2.71%, and a container throughput of 13.82 million TEUs, up by 7.57%, ranking fifth and sixth globally respectively [1] - The port's international shipping center index has improved to 12th globally, surpassing Tokyo, marking a rise of one position compared to 2024 [1] Group 2 - The transformation of Guangzhou Port from a domestic trade hub to a comprehensive domestic and foreign trade hub is highlighted, indicating a significant historical shift [2] - The port's foreign trade business has seen substantial growth, with a total import and export value reaching 605.05 billion yuan in the first half of the year, marking a 15.5% year-on-year increase [3] - The port's performance contributes 13.1% to national foreign trade growth and 46.7% to Guangdong's foreign trade growth [3] Group 3 - Guangzhou Port has extended its "outbound" function into the industrial hinterland, establishing an "invisible port network" through sea-rail and river-sea intermodal transport [4] - The port has increased its foreign trade routes, adding seven new foreign trade routes in the first half of the year, bringing the total to 285, with 179 being foreign trade routes [4] - This strategic expansion positions Guangzhou Port as one of the ports with the most "Belt and Road" routes [4] Group 4 - The port's dual focus on domestic and foreign trade is expected to enhance its hub advantages and open up a "second growth curve" for the region [5]

Core Viewpoint - The first integrated demonstration project for green hydrogen production, storage, and utilization at a port in China has been launched at the Weifang Port area of Shandong Port, supporting the development of a leading smart green port and providing a replicable technical path for energy transition in national ports [1] Group 1: Project Overview - The project utilizes four 6.7MW wind power units to establish a hydrogen refueling station with a capacity of 500kg/12h and an electrolytic water hydrogen production station with a capacity of 200Nm3/h [1] - The hydrogen refueling station can store 300kg of compressed hydrogen daily, meeting the hydrogen demand of 10 hydrogen fuel cell heavy trucks in the port area [1] - The hydrogen production station is equipped with electrolyzers and purification devices, producing 90 tons of green hydrogen annually [1] Group 2: Energy Efficiency and Cost Reduction - The project converts "abandoned electricity" from wind power into hydrogen energy, consuming 5 million kWh of green electricity annually, which effectively reduces the electricity cost for hydrogen production by over 1.65 million yuan [1] - The Bohai Bay Port is actively promoting the Weifang Port experience to advance green transformation across multiple ports [1] Group 3: Future Development - The port aims to deepen the integration of port and energy, constructing a replicable transformation model for future developments [1]

人民财讯7月29日电，据海关总署官网消息，7月26日，一批外籍旅客搭乘深圳蛇口来往港澳高速客船抵 达蛇口邮轮母港后，无需办理传统出入境手续，直接通过国际中转区免签换乘，快速登上"招商伊敦"号 邮轮，开启前往越南的邮轮之旅。这标志着我国首个海港口岸旅客国际中转区正式启用，蛇口邮轮母港 也成为国内首个具有国际中转功能的海港客运口岸。 ...

东证衍生品研究院 黑色与航运部 兰淅 从业资格号：F03086543 投资咨询号：Z0016590 数据点评 重点集装箱港口及关键枢纽监测20250729 • 亚洲港口： 洋山港、外高桥远洋型集装箱船周均等泊时间/在泊时间分别为15.7小时/24.7小时、19.0小时/20.7小时，最新在锚/在泊集装 箱船数量达到10艘/0艘、11艘/18艘；宁波港远洋型集装箱船周均等泊时间/在泊时间为11.2时/29.1小时，最新在锚/在泊集装箱船数量 为21艘/0艘。青岛远洋型集装箱船周均等泊时间/在泊时间为13.8小时/44.3小时；新加坡港远洋型集装箱船周均等泊时间/在泊时间为4.5 小时/30.6小时，最新在锚/在泊集装箱船数量为8艘/45艘，巴生港周均等泊时间/在泊时间为10.2时/28.0小时，最新在锚/在泊集装箱船 数量为5艘/24艘。洋山平均周转时长约1.8天、宁波港约1.7天、盐田港约1.6天。台风季和出口旺季叠加下，国内港口运营持续承压。本 周台风将登录浙江和上海，宁波、上海港船舶靠泊和作业或受到一定影响，拥堵回升压力增加。巴生港拥堵环比改善，但仍处于高位；随 着中转需求增加，东南亚港口拥堵或持续。新加 ...

文 | 新质动能，作者｜沐风，编辑｜时楠 原本，要把港口卖给美国的李嘉诚，如今突然180度大掉头。 7月28日，他旗下的长和集团宣布：将引入内地投资者参与交易，财团结构要调整，时间也会延长。 从被骂"卖身"，到转向合作，李嘉诚这几个月经历了什么？ 这意味着，那笔原计划228亿美元的港口交易，不再是只卖给美国资本贝莱德，而是要让中国资本加入进来。 这场风波起于今年3月。交易一曝光，舆论就炸了，各路媒体质疑李嘉诚"出卖国家利益"，港澳办和外交部罕见发声。 3个月后，剧情逆转。内地巨头中远海运浮出水面，被曝正在和长和谈判，有望成为新财团成员。 李嘉诚为何"引火上身" 这件事还得从2025年3月说起。彼时，李嘉诚旗下的长江和记，突然扔出一颗重磅炸弹： 他们准备把手中分布在全球23个国家的43个港口资产，卖给由美国贝莱德牵头的财团，总价228亿美元。其中，就包括被称为"全球航运咽喉"的巴拿马运 河两端港口——巴尔博亚、克里斯托瓦尔。 消息一出，网上直接炸锅了。不是因为卖了多少钱，而是因为卖给了谁。 要知道，这是李嘉诚多年经营的物流王国，里面有堪称战略级的核心资产。关键是，这些港口很多都与中国对外贸易密切相关。 而李嘉诚 ...

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Views - The construction of the Yarlung Zangbo River hydropower station is expected to boost transportation demand in the western region [2][21] - Volant Aviation secured a significant order worth $1.75 billion for 500 eVTOL aircraft [2][14] - Oil transportation rates have declined, with the U.S. shipping rates also showing a downward trend [2][12] Summary by Sections 1. Industry Hot Events - Oil transportation rates have decreased, with the China Import Crude Oil Index dropping by 10.4% to 944.92 points [2][12] - Volant Aviation signed a tripartite agreement to deliver 500 VE25-100 eVTOLs, totaling $1.75 billion [2][14] - The Yarlung Zangbo River hydropower project, with a total investment of 1.2 trillion yuan, is expected to enhance transportation demand in the western region [2][21] 2. Industry High-Frequency Data Tracking - In June 2025, the domestic cargo flight volume increased by 9.42% year-on-year, while international flights rose by 32.87% [23][33] - The express delivery business volume in June 2025 reached 16.87 billion pieces, a year-on-year increase of 15.78% [2][52] - The Baltic Dry Index (BDI) rose by 9.99% week-on-week, indicating a recovery in dry bulk shipping rates [2][43] 3. Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy Shipping [3] - Pay attention to the transportation demand increase driven by the Yarlung Zangbo River hydropower project, with a focus on companies like Sichuan Chengyu and Chongqing Port [3] - Explore investment opportunities in the low-altitude economy, recommending CITIC Offshore Helicopter [3]

在这场交易中，巴拿马运河作为全球海运的重要枢纽，其控制权的争夺不仅关乎商业利益，更涉及国家安全。美国多次以"国家安全"为由对巴拿马进 行施压，试图通过各种手段阻止中国在这一地区的影响力扩展。长和集团在审视了这一背景后，明白如果继续与外资合作，可能会面临来自中美两国 的双重压力，甚至遭遇制裁的风险。 在国际经济中，巴拿马运河的港口交易无疑是一场引人注目的博弈。长江和记实业（长和）在经历了145天的谈判后，终于选择回心转意，将旗下的 全球港口资产出售给中资企业。这一决定不仅是李嘉诚个人职业生涯中的一次战略调整，更是中国国家意志与经济实力在全球资本市场上的一次体 现。 回顾这场交易的起始阶段，长和最初决意将这些重要的港口资产出售给贝莱德等外资财团，似乎在寻求快速获利。然而，中方的强硬立场让其意识 到，交易必须在维护国家利益的框架内进行。中国政府明确发出警告，任何涉及此类交易的行为都需要依法接受反垄断审查，绝不能在未获批准前贸 然实施。而李嘉诚在经过了一系列的压力之后，终于决定邀请中资企业入局，可以说，这是一次对国家力量的认知与尊重。 值得注意的是，中方在这一过程中所展现出的果断与韧性，是当前国际经济环境下中国日益增 ...