｜2026年2月3日星期二｜ NO.1 APEC中国年首场正式活动在广州举办 "广东发布"微信公众号2月2日消息，中国作为2026年亚太经合组织（APEC）东道主，于2月1日—10日在 广州举办APEC第一次高官会及相关会议，这是APEC"中国年"首场正式活动。 点评：广州作为千年商都与大湾区核心引擎，借势强化亚太经贸枢纽，加速生产性服务业与数字经济升 级，为湾区跨境协作与广东外贸增长注入新动能。 2月2日，深证成指收报13824.35点，下跌2.69%。 NO.3 深圳港1月集装箱吞吐量打破单月箱量历史最高纪录 "深圳发布"微信公众号2月2日消息，今年1月，深圳港集装箱吞吐量达329.8万标箱、同比增长8.9%，打破 单月箱量历史最高纪录，其中重箱吞吐量同比增长4.9%、占比66%，港口运行实现良好开局。 点评：深圳港巩固全球第四大集装箱港地位，为大湾区产业链供应链稳定与区域一体化提供核心物流保 障。 NO.4 国铁广州局预计春运首日发送旅客189.1万人次 "南方网"2月2日消息，2月2日，2026年春运正式启幕。国铁广州局预计春运首日发送旅客189.1万人次， 同比增加29.4万人次，增长18.4%。 ...

Core Insights - Shandong has entered the 10 trillion yuan province club, attracting national attention for its high-quality economic and social development [1] - The "Re-Starting New Journey - Phoenix Observes Qilu 2025" initiative aims to decode the underlying logic of Shandong's economic leap and showcase its practices [1] Group 1: Port Development - Shandong Port, specifically Rizhao Port, is transforming into a world-class marine port through smart, green, and efficient upgrades [3] - Rizhao Port has implemented automation technologies, including 12 domestic automated cranes and 50 intelligent guided vehicles, significantly enhancing operational efficiency [3] - The port's soybean throughput reached a historical high in September 2025, aided by the introduction of a fully automated grain unloading machine, which has a maximum unloading capacity of 1,500 tons per hour, 20% higher than similar foreign equipment [3][4] Group 2: Industrial Growth - Rizhao is developing a comprehensive salmon industry chain, from breeding to processing, establishing itself as a "blue granary" [7] - The city has created eight national-level marine ranch demonstration zones, leveraging unique cold water resources to overcome previous challenges in salmon farming [7] - Rizhao aims to produce 6,000 tons of salmon annually, becoming the largest bottom-style farming cluster in the country [7][8] Group 3: Urban and Ecological Development - Rizhao has constructed a 28-kilometer green coastal corridor, enhancing ecological restoration and providing recreational spaces for citizens and tourists [11][12] - The city has been recognized as one of the top 100 healthy cities in China, reflecting improvements in ecological environment and healthcare resources [13] - Rizhao has been awarded the title of "National Civilized City" again in 2025, emphasizing the dual enhancement of urban civilization and citizen quality [14]

广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 今年1月洋山港水域共经历7次寒潮大风、能见度不良等恶劣天气过程。洋山港海事局依托智能监管系 统，累计实施7次相应等级的水上交通管控措施。得益于精细化的弹性监管，管控期间大型集装箱船舶 的进出港及靠离泊作业基本未受影响，有力保障了港口供应链的稳定畅通。(完) 来源：中国新闻网 编辑：张嘉怡 上海洋山港1月国际干线集装箱船舶流量首破800艘次 中新社上海2月2日电 (谢梦圆)记者2日从上海洋山港海事局获悉，2026年1月，洋山港国际干线集装箱船 舶月度进出港艘次创历史新高，首次突破800艘次，达834艘次，同比增长约4.38%，环比增长5.04%， 集装箱月吞吐量达261.5万标准箱。 据统计，洋山港1月份累计实施"双套泊作业"342艘次、"双窗口离泊"50艘次、"双向通航"77艘次、"三 套泊"作业114艘次。船舶大型化趋势也推动吞吐量增长，1月进出洋山港的18000标准箱及以 ...

Group 1 - The core viewpoint of the news is that Liaoport Co., Ltd. experienced a decline in stock price and trading volume on January 30, with a net financing buy of 210,100 yuan, indicating investor interest despite the drop [1] - On January 30, Liaoport's financing buy amounted to 33.31 million yuan, with a total financing balance of 2.46 billion yuan, representing 0.80% of its market capitalization, which is above the 70th percentile of the past year [1] - The company’s stock has a low short-selling balance of 2.71 million yuan, with a short-selling volume of 31,100 shares on January 30, indicating limited bearish sentiment [1] Group 2 - Liaoport Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010, with its main business involving various port and logistics services, including oil, containers, automobiles, and bulk goods [2] - For the period from January to September 2025, Liaoport reported a revenue of 8.426 billion yuan, a year-on-year increase of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year [2] - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed over the past three years [3]

证券日报网讯2月2日，上港集团（600018）在互动平台回答投资者提问时表示，公司严格按照《证券 法》及上海证券交易所相关规定，持续关注股价波动及二级市场交易情况，并结合实际情况进行研究分 析。 ...

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent agreements, which are expected to enhance its operational performance and growth potential in the shipping and logistics sector [2][3]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling of containers, metal ores, coal, crude oil, and provides logistics and port value-added services, among others [6]. - As of September 30, 2025, Qingdao Port reported a revenue of 14.238 billion yuan, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, with a growth of 6.33% [6]. Group 2: Market Position and Performance - Qingdao Port is recognized as a century-old port and a key node in the "Belt and Road" initiative, ranking as the seventh largest port globally [2]. - The company has shown steady growth in revenue and profitability, with its main business segments being cargo handling and related services (56.72% of revenue) and logistics and port value-added services (36.96% of revenue) [6]. - The stock has a current average trading cost of 8.16 yuan, with a price range between resistance at 9.75 yuan and support at 9.04 yuan, indicating potential for trading within this range [5]. Group 3: Recent Developments - A cooperation agreement has been signed between Huawei and Qingdao Port to accelerate the development of smart port operations in major domestic ports [3]. - The company has seen a net inflow of -30.62 million yuan from major funds today, with a continuous reduction in major fund holdings over the past three days [4]. - The distribution of shares among major holders is quite dispersed, with major transactions accounting for only 7.55% of total trading volume [4].

Core Insights - Guangzhou Port's cargo throughput reached 57.93 million tons in January, marking an 8.19% year-on-year increase, while container throughput hit 2.51 million TEUs, up 14.81% year-on-year [1] - The foreign trade container throughput exceeded 1.35 million TEUs, representing a 13.34% year-on-year growth, achieving a new monthly historical high [1] - The internal trade cargo throughput was 41.75 million tons, reflecting a 12.29% year-on-year increase, indicating a strong trend of coordinated development between internal and external trade [1] Infrastructure Developments - On January 9, the Guangzhou Port Group's Nansha headquarters was officially inaugurated, marking a strategic shift from "facing the river" to "facing the sea" [1] - The Nansha headquarters aligns with the "Five Ports Linkage" strategy, promoting the aggregation of high-end elements in shipping, logistics, trade, and finance [1] - Ongoing projects include the planning and construction of key facilities such as Nansha Port Phase V and international general terminals, aimed at enhancing the capacity for large vessel unloading [1] Transportation and Logistics Enhancements - Guangzhou Port is deepening the construction of a "river-sea-rail" multimodal transport system, extending its service network to the Pan-Pearl River Delta and the central and southwestern regions [2] - On January 28, the first voyage of the GAC International "Longsha-Nansha" container feeder service was launched, establishing an integrated logistics system for automobile exports [2] - The cost of transporting a single car to the port can be reduced by 40%, with efficiency improvements exceeding 150% compared to traditional transport methods [2]

格隆汇2月2日丨上港集团(600018.SH)公布，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%。 ...

Core Insights - Guangzhou Port's cargo throughput reached 57.93 million tons in January, marking an 8.19% year-on-year increase, while container throughput hit 2.51 million TEUs, up 14.81% year-on-year [1] - The foreign trade container throughput exceeded 1.35 million TEUs, a 13.34% increase year-on-year, setting a new monthly historical record [1] - The establishment of the Nansha headquarters on January 9 signifies a strategic shift for Guangzhou Port from "facing the river" to "facing the sea," enhancing the integration of shipping, logistics, trade, and finance [1] Summary by Sections Cargo and Container Throughput - In January, Guangzhou Port achieved a cargo throughput of 57.93 million tons, reflecting an 8.19% increase compared to the previous year [1] - Container throughput reached 2.51 million TEUs, which is a 14.81% year-on-year growth [1] - Waterway cargo turnover amounted to 1788.95 billion ton-kilometers, showing an 8.08% increase year-on-year [1] Foreign and Domestic Trade - Foreign trade container throughput surpassed 1.35 million TEUs, with a year-on-year growth of 13.34%, marking a record high for a single month [1] - Domestic trade cargo throughput was 41.75 million tons, reflecting a 12.29% increase year-on-year, indicating a strong trend of coordinated development between domestic and foreign trade [1] Strategic Developments - The Nansha headquarters of Guangzhou Port Group was officially inaugurated on January 9, indicating a significant strategic transition [1] - The port is advancing key projects such as the Nansha Port Phase V and international general terminals to enhance the capacity for large vessel handling [1] - The construction of a 200,000-ton channel is underway, which will allow the largest container ships to access the Nansha Port area at all times once completed [1] Multi-Modal Transport System - Guangzhou Port is deepening the construction of the "river-sea-rail" multi-modal transport system, extending its service network to the Pan-Pearl River Delta and central and southwestern regions [2] - On January 28, the first container feeder service "Longsha-Nansha" was launched, creating an integrated logistics system for automobile exports, reducing the cost of shipping a single car by 40% and improving efficiency by over 150% compared to traditional transport methods [2]

Core Viewpoint - Tianjin Port Group has made significant progress in green port construction, achieving full coverage of green electricity usage in production scenarios [1] Group 1: Green Electricity Supply - The group has established a comprehensive green electricity supply framework through self-generated power, external introduction of additional capacity, and network expansion [1] - A comprehensive "zero-carbon port area" construction plan is being implemented to promote the layout of internal renewable energy generation facilities, enabling local production and consumption of clean electricity [1] Group 2: Future Development Plans - Tianjin Port Group will continue to deepen the integration of transportation and energy development, focusing on optimizing green electricity supply and expanding application scenarios [1] - The company aims to explore collaborative control paths for energy storage systems, wind and solar power stations, and charging networks to further enhance renewable energy consumption capacity [1]