市场早盘低开反弹， 创业板指领涨。沪深两市半日成交额7752亿，较上个交易日缩量154亿。盘面上热 点快速轮动，10多个热点轮番活跃，个股跌多涨少，全市场超2900只个股下跌。从板块来看， IP经济 概念股持续活跃， 德艺文创等10余股涨停。 CPO等算力硬件股再度走强， 天孚通信涨超10%。 核电股 展开反弹， 融发核电涨停。下跌方面，港口航运股展开调整， 连云港跌超5%。板块方面，量子科技、 CPO、 可控核聚变、IP经济等板块涨幅居前， 农业、 猪肉、 港口、 饮料制造等板块跌幅居前。截至 收盘， 沪指涨0.07%， 深成指涨0.05%，创业板指涨0.5%。 ...

Report Information - Report Title: Key Container Ports and Key Hub Monitoring 20250612 [1] - Research Institute: Orient Securities Derivatives Research Institute [1] - Department: Black and Shipping Department [1] - Analyst: Lan Xi [1] - Qualification Number: F03086543 [1] - Investment Consulting Number: Z0016590 [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Coastal regional fog and the start of the typhoon season, along with the export peak season, have affected domestic port operations and worsened congestion, making it difficult for domestic ports to recover in the short term. The Port of Klang is operating under overload, and port congestion remains high. North American ports are operating well, but an increase in incoming goods is expected, and attention should be paid to potential regional congestion [2]. Summary by Directory Data Review - **Asian Ports**: - In the Yangshan and Waigaoqiao ports, the weekly average waiting time/berthing time for ocean - going container ships are 16.9 hours/24.3 hours and 13.8 hours/18.0 hours respectively, with the latest number of container ships at anchor/berthed being 24/30 and 35/27. In the Port of Ningbo, the corresponding times are 11.9 hours/26.3 hours, and the number of ships at anchor/berthed is 24/38. In the Port of Qingdao, the times are 20.6 hours/43.2 hours. In the Port of Singapore, the times are 3.4 hours/29.8 hours, with 8/47 ships at anchor/berthed. In the Port of Klang, the times are 31.0 hours/28.6 hours, and the number of ships at anchor/berthed is 19/22 [2]. - The latest average stay in port for Yangshan, Ningbo, Singapore, and Klang ports are 40.0 hours, 36.9 hours, 33.0 hours, and 60.7 hours respectively. Compared to the previous month, they changed by - 3.4 hours, - 4.5 hours, 0.8 hours, and 5.0 hours; compared to the same period last year, they changed by 14.2 hours, 0.8 hours, - 6.7 hours, and 1.4 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time for ocean - going container ships are 11.9 hours/49.1 hours, 23.2 hours/41.9 hours, 9.3 hours/42.4 hours, and 14.9 hours/37.6 hours respectively. The latest number of container ships at anchor/berthed are 0/22, 6/17, 6/17. In Valencia, the corresponding times are 3.0 hours/36.5 hours, and the number of ships at anchor/berthed is 4/12 [2]. - The latest average stay in port for Rotterdam and Hamburg ports are 61.0 hours and 51.2 hours respectively. Compared to the previous month, they changed by 3.5 hours and - 15.5 hours; compared to the same period last year, they changed by 7.7 hours and - 9.3 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time for ocean - going container ships are 0 hours/88.1 hours, 1.5 hours/85.8 hours, and 0 hours/78.0 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed ships is 18. In New York, Savannah, and Norfolk, the corresponding times are 6.7 hours/44.7 hours, 17.5 hours/36.1 hours, and 5.6 hours/22.7 hours. In New York, the number of ships at anchor/berthed is 0/9. In the Port of Houston, the times are 10.3 hours/47.9 hours [2]. - The latest average stay in port for Long Beach, Los Angeles, and New York ports are 77.2 hours, 85.2 hours, and 50.4 hours respectively. Compared to the previous month, they changed by - 11.3 hours, - 9.5 hours, and 5.5 hours; compared to the same period last year, they changed by - 30.6 hours, - 16.5 hours, and 1.5 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in port in China and Southeast Asia, the number of container ships at anchor and berthed in Southeast Asian and Chinese ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Southeast Asian and Chinese ports are presented in graphs [10][12][16]. European Port Dynamic Tracking - Data on the scale of container ships in port in Europe, the number of container ships at anchor and berthed in Northwest European and Valencia ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Northwest European and Mediterranean ports are presented in graphs [19][21][24]. North American Port Dynamic Tracking - Data on the number of container ships at anchor and berthed in North American ports, the average waiting time, berthing time, and stay in port for ocean - going container ships in North American ports, and the scale of container ships in port in North America are presented in graphs [34][37][40]. Large - Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival of 1.2w + container ships of different alliances in Asian, Northwest European, and Mediterranean ports, and the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented in graphs [42][49][50].

Group 1 - The port and shipping sector experienced an initial adjustment, with Nanjing Port (002040) dropping over 7% [1] - Other ports such as Lianyungang (601008), Ningbo Maritime (600798), Chongqing Port (600279), and Zhuhai Port (000507) also opened lower collectively [1] - There is a surge of dark pool funds flowing into these stocks [1]

A股港口航运板块竞价活跃，南京港跌超7.5%，连云港跌近7%，宁波海运、国航远洋均跌超4%，宁波 远洋等跟跌。 ...

Core Viewpoint - The successful docking of the "JOY" vessel carrying 36,000 tons of Australian iron ore at Weifang Port marks the launch of a new direct shipping route from Australia to Weifang, enhancing the logistics efficiency and cost-effectiveness of the supply chain in the Bohai Bay region [1][5]. Group 1: Logistics and Operations - The Weifang Maritime Bureau implemented a tailored safety assurance plan for the vessel's maiden voyage, ensuring a "zero barrier" docking experience [3]. - A comprehensive risk control strategy was employed, including optimizing shipping schedules and enhancing communication with shipping agents to ensure "zero risk" during port entry and exit [3]. - Advanced monitoring techniques, such as drone inspections and VTS systems, were utilized to maintain a safe navigation environment and achieve "zero waiting" for vessel docking [3]. Group 2: Economic Impact - The new shipping route is expected to bring over 400,000 tons of Australian iron ore annually to the Bohai Bay Port, increasing the import value by over 300 million yuan [5]. - Logistics cost savings for inland enterprises are projected to exceed 4 million yuan, while direct port revenue is anticipated to increase by over 1.2 million yuan, demonstrating significant cost reduction and efficiency gains [5]. - The successful first voyage exemplifies the Weifang Maritime Bureau's commitment to high-quality integration of port and shipping operations, enhancing overall port efficiency and resource utilization [5].

Market Overview - The A-share market saw a collective rise in major indices, with the Shanghai Composite Index up by 0.52%, Shenzhen Component Index up by 0.83%, and ChiNext Index up by 1.21% [1] - The total trading volume for the day was 1.28 trillion yuan, a decrease of 164.6 billion yuan compared to the previous trading day [1] Sector Performance - The rare earth permanent magnet sector experienced significant gains, with Zhongke Magnetic Materials hitting the daily limit of 20% [2][4] - The gaming sector also saw a surge, with companies like Deyuan Network reaching the daily limit [2][5] - The automotive parts sector was active, with multiple companies announcing a unified payment term of 60 days for suppliers, leading to strong performances from stocks like Tongda Electric and Meichen Technology [2][8] Key Stocks - Notable gainers included: - Jiuling Technology up by 29.89% [5] - Zhongke Magnetic Materials up by 19.99% [5] - Xinghui Entertainment up by 13.43% [6] - The automotive sector saw significant increases, with Jianghuai Automobile rising nearly 7% and BYD up by over 2% [8] Policy Impact - The ongoing trade negotiations between China and the U.S. are expected to address restrictions on rare earth materials, positively impacting related sectors [4] - The Zhejiang Provincial Department of Commerce and 17 other departments issued measures to support the international expansion of gaming companies, which is likely to benefit the gaming sector [5] Market Sentiment - The easing of U.S.-China trade tensions has boosted market risk appetite, particularly in the technology sector, which has continued its rebound since late May [14] - Analysts suggest a cautious approach, advocating for a rotation strategy in the technology sector while being prepared for potential market fluctuations [14]

2025 年 6 月 11 日 环球市场动态 内 地 一 揽 子 民 生 保 障 落 地 股 票 A 股港股周二午后突然跳水齐转 跌，但创新药板块延续强势，市场 谨慎观望中美谈判进展；欧洲股市 表现分化，市场观望情绪浓厚；美 股再涨逼近历史高点，美谈判代表 在伦敦会谈后表示谈判结果良好推 动情绪向好，金龙中国指数上涨。 外 汇 / 商 品 交易员等待美国将公布的 5 月 CPI 数据，市场等待美中贸易会谈的结 果，周二美元指数微涨，国际金价 及油价小幅走低。 固 定 收 益 周二美国国债小幅波动，收益率曲 线略微趋平，市场对 3 年期美债拍 卖反应平淡，等待将在周三公布的 5 月 CPI 数据以及 10 年期国债标 售。亚洲债市活跃，利差收窄 2-10 个基点，韩国债券表现突出。 产品及投资方案部 注：bp/bps=基点；pt/pts=百分点 中信证券财富管理 (香港) 免责声明请参考封底 123 ▪ 2025 年 6 月 9 日，中办、国办发布《关于进一步保障和改善民生 着力解决群众急难愁盼的意见》；次日，国 家发改委、教育部等六部门在发布会上介绍了相关政策情况。总体而言，本次政策部署贯彻了今年 "民生为大 ...

Group 1 - A-shares experienced a sudden drop in the afternoon, with the Shanghai Composite Index reaching 3400 points before retreating, closing down 0.44% at 3384.82 points [1] - The Shenzhen Component Index fell 0.86% to 10162.18 points, while the ChiNext Index decreased by 1.17% to 2037.27 points, with a total trading volume of 14153.73 billion yuan [1] - Sectors such as port shipping, beauty care, innovative drugs, and rare earth permanent magnets saw gains, while sectors like Huawei Ascend, military industry, semiconductors, and software development faced declines [1] Group 2 - The rare earth permanent magnet sector saw significant gains, with Zhongke Magnetic Industry (301141) hitting the daily limit, following two consecutive gains for Beikong Technology (600980) [1] - The agriculture sector rallied in the afternoon, led by the seed industry, while short drama concepts surged, with Ciweng Media (002343) hitting the daily limit and other companies like Zhongwen Online (300364) and Guomai Culture (301052) rising over 10% [1] - Dongwu Securities anticipates a series of event catalysts for the technology sector in June, suggesting sustained prosperity and better elasticity for growth stocks due to a weak dollar environment [1] Group 3 - Jifeng Investment Advisors noted that with a series of counter-cyclical adjustment policies being implemented, the A-share market has gradually found a bottom, presenting medium to long-term investment opportunities [2] - The stock market has shown signs of stabilizing profit corrections, opening up space for further upward movement in profits and valuations, recommending investors to buy on dips [2]

业内人士普遍认为，中美经贸高层会谈取得实质性进展，大幅降低双边关税水平。同时，叠加欧美航线 迎来集装箱发运旺季，市场预期美国供应链库存需求将集中增长，带动货量需求超预期改善。预计美国 采购商将迅速行动起来，增加中美航线的订舱，扩大自华进口商品保障。 信达证券（601059）表示，关税减免幅度远超市场预期，叠加欧美传统运输旺季临近，货主企业出于降 低关税成本和赶工交货的双重考虑，可能集中启动"抢运"操作，短期内亚欧、跨太平洋航线货量或现脉 冲式增长。 商报讯(记者苗露)昨日，A股、港股午后全线回落，创业板指、科创50指数等跌超1%。盘面上，港口航 运板块午后拉升，上演"涨停潮"；创新药概念与稀土永磁板块依旧维持高热度；银行板块走强，民生银 行一度涨约4%，兴业银行、南京银行盘中创出新高；农业板块午后上涨，秋乐种业、康农种业涨超 10%；短剧概念尾盘拉升，慈文传媒（002343）直线涨停；体育概念热度不减，共创草坪（605099）斩 获7连板。 截至收盘，上证指数跌0.44%，深证成指跌0.86%，创业板指跌1.17%。全市场成交额约1.45万亿元，较 上一交易日增加1386亿元。个股总体跌多涨少，场内超4000 ...

本报青岛6月10日讯（记者刘成）山东港口青岛港通过加密航线、优化服务等多元战略，助力中国产业 优势高效输送至东盟市场，构建起更便捷的物流大通道。海关数据显示，今年前3月，青岛口岸出口到 共建"一带一路"国家货物总值644.6亿元，同比增长15.7%，其中对东盟出口184.3亿元，同比增长 15.4%。 目前，青岛港至东盟区域集装箱直达航线近50条，运营船公司包括中远海运、马士基、地中海航运、达 飞轮船等20余家，展现出良好发展势头。"我们实现了青岛港至东盟港口'天天班'直达航线服务，有效 搭建起中国内陆腹地对接东盟市场的海上物流大通道。"青岛港生产业务部副部长孙进说。伴随潮涨潮 落，一艘艘满载货物的集装箱船舶在青岛港不断接卸，出发驶向东盟国家。 青岛港正持续优化港航服务、聚力"口岸效率"提升，打造营商环境新格局。"船铁直转""船船直转"实现 不同运输单元之间的直联直通；"先期机检、船边直提"模式将货物通关时效平均压缩3至7小时；"陆海 联动、海铁直运"监管新模式，成功复制到沿黄流域9个内陆港；通过升级智能空轨、集装箱顺势核重等 智能化设施设备，将海关监管无缝嵌入港口生产作业…… （文章来源：经济日报） 各项举 ...