宁波港（601018）(601018.SH)发布公告，2026年1月份，公司预计完成集装箱吞吐量503万标准箱，同 比增长9.5%;预计完成货物吞吐量11200万吨，同比增长4.8%。 ...

Core Viewpoint - The article highlights the significant role of Beibu Gulf Port in the context of China's Belt and Road Initiative and its strategic importance as a logistics hub in the western region, particularly in relation to the Hainan Free Trade Port policy and the development of the new western land-sea trade corridor [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region and serves as a key port in the southwestern coastal port group planned by China [3]. - The company primarily engages in the loading, storage, and port services for containers and bulk cargo, with a revenue composition of 94.59% from loading and storage, 3.55% from tugboat services, and smaller percentages from other services [8]. Operational Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, representing a year-on-year increase of 10.81%, and accounted for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, marking a 14.26% year-on-year growth, which indicates the company's dominant position in the port's operations [3]. Strategic Initiatives - The company is focused on enhancing cooperation between Yangpu Port and Beibu Gulf Port, leveraging the Hainan Free Trade Port policy to promote mutual benefits [2]. - The company aims to expand its logistics services, including cold chain logistics, and has established multiple fruit shipping routes from Thailand, Vietnam, and Cambodia [3]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. - The company has distributed a total of 3.034 billion yuan in dividends since its A-share listing, with 1.396 billion yuan distributed over the past three years [8].

来源：新浪证券-红岸工作室 2月3日，重庆港涨0.00%，成交额6056.82万元，换手率0.96%，总市值63.50亿元。 异动分析 统一大市场+航运概念+国企改革+一带一路+民爆概念 1、公司以港口为依托，围绕铁、公、水多式联运，坚持大客户战略，充分整合仓储、航运、铁路、公 路、口岸等物流要素资源，积极拓展贸易物流、供应链物流等业务。 2、公司主营业务是港口中转运输业务和综合物流业务，公司的主要产品及服务为装卸及客货代理业 务、综合物流业务、商品贸易业务、爆破施工业务。公司港口码头通过能力强。近年来通过对港口码头 建设投资及改(扩)建,已基本形成了集装箱、件杂散货、商品车和化工等专业化码头(群),港口货物通过能 力和集装箱吞吐能力位居西南地区首位。 3、公司属于国有企业。公司的最终控制人为重庆市国有资产监督管理委员会。 4、主营装卸及综合物流、商品销售等,重庆处在"一带一路"、长江经济带等重大发展战略的节点上,承东 启西、连接南北,是衔接和联动几大战略的重要枢纽,具有良好的互联互通基础。 5、子公司重庆市渝物民用爆破器材有限公司，主要经营炸药、雷管、导火索、导爆索等民用爆破器材 及原材料。 (免责声明：分 ...

Group 1: Social Responsibility Initiatives - China Southern Power Grid has been funding the "Hope Hand" school for hearing-impaired children in Laos since 2022, integrating it into their "Hope Light" charity activities to support art education and self-expression for the children [17][18] - The company has also produced the first sign language information program in Laos, benefiting approximately 80,000 hearing-impaired individuals [18] - The "Hope Light" initiative has built a bridge for the hearing-impaired community in Laos to connect with society, as stated by the deputy director of Laos National Television [18] Group 2: Support for Local Enterprises - Datang Jinguang Electric's support project in Indonesia's Mandis Village has helped local tofu workshops improve product quality and expand operations through financial, technical training, and market access support since 2021 [20][21] - The tofu workshop owner reported an increase in monthly earnings from 1.2 million Indonesian Rupiah (approximately 4,900 RMB) to over 3 million Indonesian Rupiah due to the support received [21] Group 3: Community Health Initiatives - The "Claw of Kecala" project by China Merchants Port Holdings has provided veterinary services to residents of Piaçaguera Island in Brazil, addressing the lack of accessible pet healthcare [22][23] - The project includes a specially modified pet medical ship that offers vaccinations and health consultations, significantly improving community public health [24] Group 4: Environmental and Educational Support - China Minmetals' Las Bambas copper mine project in Peru has integrated volunteer services and capacity building into its operations, promoting sustainable development and community poverty alleviation since 2014 [25][26] - The project has provided training in horticulture and other skills, enabling local residents to engage in ecological restoration and improve their livelihoods [25][26]

2月2日，青岛港涨0.00%，成交额4.03亿元。两融数据显示，当日青岛港获融资买入额931.26万元，融 资偿还2002.29万元，融资净买入-1071.03万元。截至2月2日，青岛港融资融券余额合计7860.08万元。 融资方面，青岛港当日融资买入931.26万元。当前融资余额7755.54万元，占流通市值的0.15%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，青岛港2月2日融券偿还0.00股，融券卖出7600.00股，按当日收盘价计算，卖出金额7.24万 元；融券余量10.97万股，融券余额104.54万元，超过近一年90%分位水平，处于高位。 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 56.72%，物流及港口增值服务36.96%，港口配套服务-销售油、电及其他3.25%，港口配套服务-租金收 入1.95%，港口配套服务-工程等劳务1.13%。 截 ...

Core Viewpoint - The successful acceptance of the 3-107 and 3-108 general berths at Caofeidian Port marks a significant step towards enhancing the port's capacity for international trade and supports the strategic goals of integrating into the "dual circulation" economy and building a unified national market [1][2] Group 1 - The acceptance was led by the Hebei Provincial Development and Reform Commission, with participation from various provincial departments, ensuring a comprehensive evaluation of the berths and associated facilities [1] - The berths have met all legal requirements, including obtaining the port operation license and completing necessary regulatory processes, confirming their readiness for international operations [2] - The design capacity for foreign trade goods at Caofeidian Port exceeds 200 million tons annually, accounting for over 30% of the province's open berth capacity [2] Group 2 - By 2025, the foreign trade throughput at Caofeidian Port is projected to reach 230 million tons, representing 60% of Tangshan Port's total foreign trade volume and approximately 47.7% of the province's total port foreign trade volume [2] - The opening of these berths is expected to inject strong momentum into the high-quality development of Caofeidian, positioning it as a crucial support for the local and provincial open economy [2]

Group 1 - Chinese government emphasizes the implementation of policies to promote high-quality development and new growth points [2][39] - Local governments are urged to enhance service awareness and improve administrative efficiency to address business concerns [2][39] - The "14th Five-Year Plan" should focus on practical and systematic planning, avoiding overly ambitious projects [2][39] Group 2 - Recent incidents of Chinese enterprise personnel being detained in the US have raised concerns about the impact on business exchanges [3][40] - The Chinese government has expressed strong opposition to the US's actions and called for the cessation of such practices [3][40] Group 3 - The South Korean stock market experienced a significant drop, triggering temporary trading halts [5][42] - The KOSPI index fell by 5.26%, closing at 4949.67 points, after previously reaching a historic high [6][42][7] - The Indonesian stock market also faced turbulence, with the Jakarta Composite Index dropping by 4.88% [8][43] Group 4 - The domestic futures market saw a rare plunge, with 13 commodity futures hitting the limit down due to panic selling [9][44] - The decline was attributed to a combination of factors, including excessive leverage and market structure vulnerabilities [9][44] Group 5 - The National Investment Silver LOF fund announced a significant adjustment in its valuation method for silver futures contracts [10][45] - This adjustment aims to better reflect international market price fluctuations [10][45] Group 6 - The gaming industry reported record revenue per user, with several A-share companies expecting positive performance [17][52] - The humanoid robot industry is accelerating, with institutions actively researching companies with promising earnings [17][52] Group 7 - Shanghai Yizhong reported a net profit increase of 819.42% for 2025, driven by the inclusion of its core product in the national medical insurance directory [19][53] - The company plans to continue investing in R&D for innovative drugs [19][53] Group 8 - XGIMI Technology and Espressif Systems announced share buyback plans, with total amounts not less than 50 million yuan [20][54] - ST Kaiyuan may face delisting risk due to negative net assets projected for 2025 [21][55]

Core Viewpoint - In January 2026, Guangzhou Port Co., Ltd. reported significant growth in container and cargo throughput, indicating a positive trend in operational performance. Group 1: Container Throughput - The company expects to achieve a container throughput of 2.438 million TEUs in January 2026, representing a year-on-year increase of 14.5% [1]. Group 2: Cargo Throughput - The anticipated cargo throughput for January 2026 is 50.782 million tons, reflecting a year-on-year growth of 12.7% [1]. Group 3: Data Disclaimer - The reported business data for January 2026 is preliminary and may differ from the final actual figures, highlighting the need for investors to be aware of potential investment risks [1].

（来源：河北日报） 转自：河北日报 京唐港保税物流中心进出口总额跃居全国第六 2025年进出口总额76.38亿元，创历史新高 本报讯（记者王育民）1月29日从唐山港京唐港区保税物流中心（B型）（以下简称"京唐港保税物流中 心"）获悉，该中心2025年完成进出口总额76.38亿元，创历史新高，在全国89家同类中心中排名由2024 年的第39位跃升至第6位。 "去年外贸增长势头强劲，亮眼成绩缘于中心业务的持续升级与服务优化。"河北港口集团京唐港区进出 口保税储运有限公司经理苏鑫说。 "下一步，中心将重点发展焦煤、焦炭、矿石、钢材等大宗货物保税仓储业务，并拓展平行进口车、化 肥、跨境电商等多元业态。"苏鑫说。 据了解，京唐港区是京津冀及"三北"地区重要口岸，物流设施配套完善，可将进口铜精矿分拨至东北、 华北、西北地区的大型铜冶炼加工企业。 铜精矿保税混矿项目于2025年6月获海关总署批复并运营，截至12月底，共接卸铜精矿原料27船，累计 完成32.6万吨精细化混配作业，并全部精准出库。 积极拓展创新业态。2025年6月23日，平行进口车业务成功启动。这是该业务首次落地河北省保税物流 中心，标志着该中心开启多业态发展 ...

证券代码：600018 证券简称：上港集团 公告编号：2026-008 上海国际港务（集团）股份有限公司 2026年1月份主要生产数据提示性公告 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。 2026年1月份，上海国际港务（集团）股份有限公司预计完成集装箱吞吐量506.3万标准箱，同比增长 1.3%；预计完成货物吞吐量5384.7万吨，同比增长3.2%。 本公告所载业务数据属于快速统计数据，与最终实际数据可能存在差异，敬请投资者注意投资风险。 特此公告。 上海国际港务（集团）股份有限公司董事会 重要内容提示： ● 资金出借对象：民生轮船股份有限公司、马士基供应链管理有限公司、上海中远海运港口投资有限公 司、厦门远海集装箱码头有限公司、盐田国际集装箱码头有限公司、浙江省海港投资运营集团有限公司 2026年2月3日 证券代码：600018 证券简称：上港集团 公告编号：2026-005 上海国际港务（集团）股份有限公司 关于2026年对外出借资金的公告 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 ...