Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index closing at 4022.89 points, down 0.16%, while the Shenzhen Component and ChiNext Index fell by 1.10% and 1.74% respectively [1] Market Performance - The pharmaceutical retail sector led the gains with a rise of 3.38%, followed by gas and kitchen appliance sectors, which increased by 2.78% and 2.13% respectively [2] - The port and shipping sector also showed positive performance with a 1.92% increase [2] - Conversely, the non-metal materials sector saw the largest decline at -1.77%, followed by semiconductor and electronic chemical sectors, which fell by 1.60% and 1.43% respectively [2] Trading Volume and Net Inflow - The total trading volume for the pharmaceutical retail sector was 590.40 million hands, with a total transaction value of 91.34 billion [2] - The gas sector recorded a trading volume of 889.47 million hands and a transaction value of 63.82 billion, with a net inflow of 3.84 billion [2] - In contrast, the non-metal materials sector had a trading volume of 88.15 million hands and a transaction value of 29.79 billion, with a net outflow of 3.84 billion [2]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Beibu Gulf Port, which rose by 5.13% to 9.42 CNY per share, with a trading volume of 301 million CNY and a turnover rate of 1.62%, resulting in a total market capitalization of 22.322 billion CNY [1] - Beibu Gulf Port Co., Ltd. is located in Nanning, Guangxi Zhuang Autonomous Region, and was established on August 7, 1996, with its listing date on November 2, 1995. The company primarily engages in port loading and unloading, tugboat and port management, logistics agency, and cargo surveying services [1] - The main revenue composition of Beibu Gulf Port includes loading and unloading income at 94.59%, tugboat business income at 3.55%, cargo surveying income at 1.16%, other supplementary income at 0.65%, and agency business income at 0.06% [1] Group 2 - From the perspective of major fund holdings, it is noted that one fund under CITIC Jiantou holds a significant position in Beibu Gulf Port, specifically the CITIC Jiantou Quality Selection Growth Mixed Fund A (019760), which held 20,000 shares, accounting for 1.07% of the fund's net value, ranking as the eighth largest holding [2] - The CITIC Jiantou Quality Selection Growth Mixed Fund A (019760) was established on December 1, 2023, with a latest scale of 15.6243 million CNY. The fund has achieved a year-to-date return of 19.67%, ranking 4637 out of 8140 in its category, and a one-year return of 16.31%, ranking 4392 out of 8056 [2] - The fund manager of CITIC Jiantou Quality Selection Growth Mixed Fund A is Zhou Hu, who has been in the position for 8 years and 296 days, with the fund's total asset scale at 15.7579 million CNY. The best return during his tenure is 27.11%, while the worst return is -16.76% [3]

人民财讯11月14日电，海峡股份（002320）11月13日在机构调研中表示，海南自贸港实施优惠的税收政 策，包括企业所得税优惠等，直接降低公司的运营成本，为公司发展提供良好的政策环境。海南封关运 作后，将实行"一线放开，二线管住"的政策，这意味着境内外货物进出海南将更加自由便利；实施"非 禁即入"原则，投资自由化，这将吸引更多的投资者和合作伙伴进入海南市场，有利于公司车客流量的 确定性增长。随着海南省基础设施建设的完善，如环岛旅游公路的建成，也将大幅吸引自驾人群，对公 司的主营业务起到带动作用。 ...

Core Insights - The opening of Chancay Port has significantly boosted regional economic development, with a total container throughput exceeding 270,000 TEUs and handling of bulk cargo reaching approximately 1.36 million tons since its opening [1] - The port has facilitated a substantial increase in trade, with export and import values reaching $603 million and $984 million respectively in the first nine months of the year, generating tax revenue of about 6.97 billion Peruvian Soles [1] Group 1: Operational Efficiency - Chancay Port has entered a phase of efficient operation, becoming a hub for the new Asia-Latin America maritime corridor [1] - The direct shipping route from Chancay to Shanghai has enabled fresh blueberries to reach Shanghai in just 31 days, a reduction of 13 days compared to previous times [4] - The port has established a multi-modal shipping system, supporting various types of cargo including containers, roll-on/roll-off vehicles, and hazardous materials [5] Group 2: Trade Growth - The "Chancay-Shanghai" shipping route has seen a total of 15,400 tons of goods with a value of 3.97 billion yuan in the first three quarters, with a year-on-year increase of 56.9% in trade value from Shanghai to Peru [5] - The port has become a key entry point for Chinese brands into the Peruvian and Latin American markets, with over 12,000 vehicles shipped [5] Group 3: Network Expansion - New shipping routes have been established, including a branch line to Arequipa, significantly reducing transportation distances for goods from Brazil [8] - The port's service network now extends to multiple Latin American countries, enhancing its role as a regional distribution center [9] Group 4: Technological Advancements - Chancay Port is equipped with advanced automated and smart port facilities, enhancing operational efficiency and attracting businesses to shift their supply chains [10] - The port has achieved significant milestones, including record unloading volumes and the establishment of new shipping lines to various Latin American countries [10] Group 5: Future Prospects - The opening of Chancay Port and the "Chancay-Shanghai" direct shipping route have optimized the logistics supply chain between China and Latin America, with expectations for further deepening of maritime cooperation [11]

Core Insights - The "Yangtze Explorer" luxury cruise ship has successfully docked at Nanjing Port, marking the official opening of an inter-provincial cruise route connecting Chongqing, Hubei, Jiangxi, Anhui, and Jiangsu, which is expected to enhance the cruise economy in Nanjing and promote coordinated development of the port industry [1] - The cruise ship measures 104.8 meters in length and has a total tonnage of 7,389 tons, with a low passenger capacity of 148, setting a record for space per passenger on the Yangtze River, thus positioning it as a benchmark for inland shipping comparable to top international cruise ships [1] - The Nanjing Maritime Safety Administration has been actively supporting the integration of transportation and cultural tourism in Nanjing, providing comprehensive safety supervision and service guarantees for the safe operation of Yangtze River cruises [2] Summary by Sections Cruise Ship Details - The "Yangtze Explorer" has a total length of 104.8 meters and a total tonnage of 7,389 tons, with a passenger capacity of 148, achieving a 1:1 passenger service ratio and a record for space per passenger on the Yangtze River [1] - The inaugural journey carried 139 passengers, including 135 foreign guests, on the "Chongqing-Nanjing" route [1] Safety and Regulatory Support - The Nanjing Maritime Safety Administration has implemented a comprehensive safety assurance system, focusing on preemptive control and precise coordination, taking into account the cruise ship's specifications, docking requirements, water conditions, and weather [2] - Advanced technologies such as smart maritime systems, drone patrols, and CCTV monitoring are utilized for real-time surveillance and dynamic perception of the surrounding waters [2] Future Developments - The Nanjing Maritime Safety Administration plans to continue optimizing regulatory services to support the integration of water transportation and cultural tourism, aiming for the safe, green, and sustainable development of the Yangtze River cruise economy [3] - The administration is committed to building a world-class inland cruise brand through ongoing enhancements in service and safety measures [3]

Core Insights - The opening of the Chancay Port in Peru has led to significant growth in cargo throughput and trade volume, with over 270,000 TEUs handled and a total trade value of $6.03 billion in exports and $9.84 billion in imports in the first nine months of the year [1][2]. Group 1: Cargo and Trade Growth - Chancay Port has achieved a cumulative container throughput of over 270,000 TEUs and handled approximately 1.36 million tons of bulk cargo since its opening [1]. - The port's export trade value reached $603 million and import trade value reached $984 million in the first nine months of the year, generating approximately 697 million Peruvian soles in tax revenue [1]. - The "Chancay-Shanghai" direct shipping route has facilitated the efficient transport of goods, including fresh blueberries and vehicles, enhancing trade connections between Peru and China [2][4]. Group 2: Logistics and Efficiency Improvements - The transit time for blueberries and avocados from Peru to Shanghai has been reduced to 31 days, a decrease of 13 days, while the transport time for Chinese electric vehicles to Peru has been cut to 30 days, down by 7 days [4]. - Since the opening of the new shipping route, over 20 automotive and machinery companies have utilized the Chancay Port, with more than 12,000 vehicles shipped, supporting the global reach of Chinese manufacturing [5]. - The "Chancay-Shanghai" route has seen a 56.9% year-on-year increase in trade value, with a total of 15,400 tons of goods valued at 3.97 billion yuan transported in the first three quarters [5]. Group 3: Network Expansion and Connectivity - The port has established new shipping routes, including a branch line to Arequipa, significantly reducing transportation distances for goods from Brazil [8]. - The opening of a new route connecting Ecuador and China through Chancay has resulted in a 37.67% increase in banana exports from Ecuador to China in the first half of the year [8]. - Chancay Port is evolving into a regional hub, enhancing its connectivity with multiple Latin American countries, including Mexico, Panama, Colombia, Ecuador, Chile, Brazil, and Bolivia [9]. Group 4: Technological Advancements and Sustainability - Chancay Port is recognized as South America's first smart green port, equipped with advanced automated equipment that enhances operational efficiency [10]. - The port has achieved significant milestones, including the largest single-ship unloading of bagged cement in Latin America and the successful transport of vehicles to various Latin American countries [10]. - The ongoing development of the port's infrastructure and operational capabilities is expected to diversify its cargo structure and increase product value, moving towards sustainable and modern development [10]. Group 5: Future Prospects and Strategic Importance - The opening of the Chancay Port and the "Chancay-Shanghai" shipping route has significantly shortened the logistical distance between China and Latin America, optimizing the supply chain [11]. - The Ministry of Transport of China emphasizes the importance of deepening maritime cooperation between China and Peru to support economic and trade growth in the region [11].

Core Insights - The opening of the Chancay Port in Peru has led to significant growth in cargo throughput and trade volume, with over 270,000 TEUs handled and a total trade value of $6.03 billion in exports and $9.84 billion in imports in the first nine months of the year [1][5]. Group 1: Cargo and Trade Growth - Chancay Port has achieved a cumulative container throughput of over 270,000 TEUs and handled approximately 1.36 million tons of bulk cargo since its opening [1]. - The port's export trade value reached $603 million and import trade value reached $984 million in the first nine months of the year, generating approximately 697 million Peruvian Soles in tax revenue [1]. - The "Chancay-Shanghai" direct shipping route has facilitated the efficient transport of goods, including fresh blueberries and vehicles, enhancing trade connections between Peru and China [2][4]. Group 2: Logistics and Efficiency Improvements - The transit time for blueberries and avocados from Peru to Shanghai has been reduced to 31 days, a decrease of 13 days, while the transport time for Chinese electric vehicles to Peru has been cut to 30 days, down by 7 days [4]. - Since the opening of the new shipping route, over 20 automotive and machinery companies have utilized the Chancay Port, with more than 12,000 vehicles shipped, supporting the global expansion of Chinese manufacturing [5]. - The "Chancay-Shanghai" route has seen a 56.9% year-on-year increase in trade value, with a total of 15,400 tons of goods valued at 3.97 billion yuan transported in the first three quarters [5]. Group 3: Network Expansion and Connectivity - The port has established new shipping routes, including a branch line to Arequipa, significantly reducing transportation distances for goods from Brazil [8]. - The opening of a new route connecting Ecuador and Shanghai via Chancay has resulted in a 37.67% increase in banana exports from Ecuador to China in the first half of the year [8]. - Chancay Port is evolving into a regional hub, enhancing its connectivity with multiple Latin American countries, including Mexico, Panama, Colombia, Ecuador, Chile, Brazil, and Bolivia [9]. Group 4: Technological Advancements and Sustainability - Chancay Port is equipped with advanced automated and smart port technologies, including remote-controlled cranes and automated straddle carriers, improving operational efficiency [10]. - The port has set records for cargo handling, including a 60,000-ton cement shipment and a 7,500-vehicle roll-on/roll-off ship, indicating its growing capacity and capability [10]. - The port's development is focused on sustainability and modernization, with plans to enhance its service offerings and product value [10]. Group 5: Future Prospects - The opening of the Chancay Port and the "Chancay-Shanghai" shipping route has significantly shortened the logistical distance between China and Latin America, optimizing supply chains [11]. - There are plans to deepen maritime cooperation between China and Peru, which will further support economic and trade growth in the region [11].

封面新闻记者 粟裕 11月13日，商务部举行例行新闻发布会。对于上海国际贸易中心建设成效，商务部新闻发言人何亚东回答封面新闻记者提问时表示，今年1-10月，上海市 实现进出口3.7万亿元，增长5.2%，其中出口1.6万亿元，增长10.5%，上海港集装箱吞吐量连续15年位居全球第一。 商务部新闻发言人何亚东。 何亚东表示，近年来，商务部会同相关部门积极支持上海国际贸易中心提质升级。上海市坚持开放引领，充分发挥"外贸大市挑大梁"作用，国际贸易中心 建设取得了积极进展。 服务贸易发展提速，数字贸易活力增强。今年1-9月，上海市服务进出口额1.8万亿元，同比增长5%。可数字化交付服务进出口额6986.3亿元，同比增长 6.4%。着力推进国际数据经济产业园建设，开通30多条国际互联网专用通道，形成多个高能级算力中心。 对接国际高标准经贸规则，深入推进制度型开放。上海自贸试验区制度型开放80条改革举措已全面落地，77条措施向全国或其他自贸试验区复制推广。保 税维修业务范围不断拓展，在全国率先开展保税再制造业务试点。 封面新闻记者粟裕提问。 他介绍，上周，商务部与上海市委、市政府在进博会期间，共同召开了支持上海国际贸易中心 ...

审核：孙赢男 责任编辑：黄燕 助力全岛封关运作 接下来，洋浦国际集装箱码头将不断夯实硬件设施、系统运行、流程衔接和人员操作等基础，为海南自贸港全岛封关运作提供可靠通关保障，助力营造高 效便捷的口岸营商环境。 总监制：汤锡朝 监制：傅光锴 随着海南自贸港全岛封关运作进入冲刺阶段，洋浦国际集装箱码头持续推进"二线口岸"压力测试工作。11月上旬，第十二轮测试如期启动，进一步检验封 关准备工作的顺畅性与可控性。 自海南自贸港全岛封关运作准备工作启动以来，洋浦国际集装箱码头始终以实战需求为导向，持续推进运作体系优化。此次测试延续"全场景模拟、全流 程验证"的标准，重点对海关即决式布控、人工查验、卡口放行等核心业务环节展开实战演练。共有3家企业参与，4车次货物顺利完成通关流程，通行时 间符合预期，系统设备运行稳定，进一步验证了前期筹备的有效性。同时，在测试中发现系统布控触发、集装箱号录入等环节尚需优化，团队已启动协同 整改，并计划通过扩大测试主体范围、细化场景覆盖，持续完善通关流程。 编辑：黄燕 来源：洋浦政务 ...

Core Viewpoint - The Guangxi Zhuang Autonomous Region is actively enhancing the Western Land-Sea New Corridor as a key project for open development, focusing on building infrastructure and improving operational efficiency to stimulate regional economic growth [1] Group 1: Infrastructure Development - The construction of the Pinglu Canal, a major project within the Western Land-Sea New Corridor, is currently in a critical phase, with completion expected by 2026 [3] - The transportation network has expanded to cover 18 provinces, 75 cities, and 163 stations in China, connecting to over 200 ports globally, transforming from a "single line" to a "network" [3] - The corridor now handles over 1,200 types of goods, including electronics, vehicles, machinery, and food products [3] Group 2: Port and Logistics Enhancement - The Beibu Gulf Port is a crucial outlet for the Western Land-Sea New Corridor, with significant improvements in port infrastructure and an increase in the number of berths to 119 for vessels over 10,000 tons [5] - The port's comprehensive throughput capacity exceeds 360 million tons, ranking among the top in the country [5] - Innovations in integrated rail-sea transport have improved logistics efficiency and reduced costs, serving as a model for multi-modal transport development in China [5] Group 3: Digital Transformation - The Western Land-Sea New Corridor is leveraging digital technologies to enhance operational efficiency, including the establishment of the first automated container terminal for sea-rail intermodal transport in the country [6] - A unified scheduling system for vessel navigation has been developed, promoting a new model of smart water transport [6] - Efforts are underway to improve customs clearance efficiency at the Friendship Pass, enhancing cross-border trade [6] Group 4: Economic Development and Industry Attraction - The development of the Western Land-Sea New Corridor is attracting businesses to Guangxi, with companies like Malaysia's Minhe International establishing operations to leverage logistics advantages [8] - A positive interaction between logistics hubs and industry is forming, with a focus on expanding internal and external trade [8] - Future plans include further enhancing the corridor's capabilities through artificial intelligence and promoting integrated development of logistics and industry [8]