美国关税政策带来的不确定性正日益危及国际贸易，也给德国重要港口汉堡港和不来梅港带来严峻挑 战。 英国德鲁里航运咨询公司近期发布的报告显示，3月下旬至5月中旬，德国不来梅港的船只等待靠泊时间 延长了77%，汉堡港等待时间延长约49%，欧洲其他重要港口，如比利时安特卫普港、荷兰鹿特丹港和 英国费利克斯托港，也需要很长时间靠泊。 物流市场调查公司运输情报发文指出，欧洲北部港口近期数次因工人罢工而缺乏劳动力，加之基础设施 不足和天气恶劣，许多港口面临货物延误或运营中断。 新华财经德国汉堡6月10日电 初夏的汉堡，阴雨绵绵。波伊特街是汉堡工业区的核心道路之一。集装箱 集散中心、货运市场、仓储和配送企业在街道两旁一字排开，往来车辆川流不息。 在一处物流集散地，货车长龙在检查口缓缓移动。排队等候的货车司机霍尔姆·武尔夫从车上跳下，重 重关上车门，显得有些烦躁。他站在车旁，仰头望了望前方长龙，叹了口气，一边活动肩膀一边低声嘟 囔："这队再不动，我今天又要迟到。" 武尔夫从事货运行业已有20多年，最近的情况让他感到焦虑。"我和同事们越来越担忧，美国关税会让 很多船堵在港口，无法及时卸货。我的工作时间和货物接下来的运转流程都会受 ...

Group 1 - The A-share port and shipping sector showed strong performance in the afternoon, with significant gains across various companies [1] - China National Aviation Corporation's ocean shipping arm surged over 27%, indicating robust market interest [1] - Companies such as Ningbo Shipping, Ningbo Ocean, Nanjing Port, and Lianyungang all reached their daily limit up, reflecting a bullish sentiment in the sector [1] Group 2 - Jinjiang Shipping and Phoenix Shipping both increased by over 6.5%, contributing to the overall positive trend in the industry [1] - Chongqing Port and Xiamen Port also experienced gains exceeding 5.5%, further highlighting the strength of the port and shipping sector [1]

智通财经6月10日电，港口航运股午后拉升，南京港涨停，国航远洋、连云港涨超5%，宁波远洋、宁波 海运、珠海港、重庆港、厦门港务等跟涨。 港口航运股异动拉升 南京港午后涨停 ...

□ 南京日报/紫金山新闻记者 周容璇 刘安琪 人畅其行，物畅其流。随着"公铁水空"立体网络日趋完善，长三角在更好支撑和服务中国式现代化上破 浪前行。近日，我市编制印发《2025年南京市深入推进长三角一体化发展工作要点》（以下简称《工作 要点》），用交通"硬连接"书写区域协调发展新篇章。 交通网络"硬连接"，畅通发展"大动脉" ——"'长来长往'，南京今年这样干"系列报道① "轨道上的长三角"加快建设 近日，在南京北站站房Ⅰ标桩基建设现场，最后一根钻孔灌注桩顺利完成混凝土浇筑，标志着南京北站 地下站房区域桩基工程全部完成，项目建设进入站房地上结构施工。 5月5日，首班"南京—安克雷奇—墨西哥城"全货机航线从南京禄口国际机场起飞。该航班由金鹏航空执 飞，每周一班，采用747机型，可载重110吨。这也是南京机场首次开通"南京—墨西哥城"全货机航线。 2024年，禄口国际机场国际货邮吞吐量达7.5万吨，创历史新高。根据《南京国际性综合交通枢纽发展 专项规划（2024—2035年）》，南京接下来将重点打造区域性航运物流中心和区位门户国际航空枢纽。 航空枢纽是当下城市竞逐的热门赛道。《工作要点》提出，加快禄口国际机场三期 ...

Core Insights - The newly opened direct shipping route from Huizhou Port to Haiphong Port, Vietnam, has successfully transported nearly 350 tons of goods in its first month, including polyether polyols and speaker components [1][2] - This route primarily serves the petrochemical energy new materials and electronic information industries, allowing goods to reach Haiphong Port in just 2 days, with a total delivery time of 5 days through seamless "port-to-port" and "door-to-door" logistics [1][2] Group 1 - The direct shipping route offers stable pricing throughout the year, punctual sailing schedules, and point-to-point direct shipping, significantly reducing logistics cycles and costs [1] - Huizhou Customs has implemented measures to simplify processes and enhance efficiency, providing a "one-stop" customs clearance solution to help businesses quickly connect with Southeast Asian markets [1][2] Group 2 - Huizhou Customs has proactively engaged with terminal operators, shipping agents, and freight forwarders to understand their needs and vessel schedules, establishing a dedicated team to oversee cargo declaration, customs clearance, and inspection processes [2] - The customs authority aims to continuously optimize the port business environment and improve the efficiency of import and export cargo clearance, contributing to the high-quality development of the local economy [2]

受美国政府关税政策影响，美国最大、最繁忙的集装箱港口洛杉矶港货运量及港口业务持续呈现下降和疲软态势。 据美国《洛杉矶时报》当地时间7日报道，洛杉矶港执行董事吉恩·塞罗卡表示，过去两周，参与该港口运营的近一半的码头工人没活可 干。他还表示，该港口5月的货运量比预期减少了25%。 洛杉矶港执行董事吉恩·塞罗卡告诉《洛杉矶时报》，这些码头工人并没有被裁员，但他们的工作机会不像以前那么多。塞罗卡表示，自 美国关税政策出台以来，特别是在5月份，确实看到了工作量的下降。 《洛杉矶时报》报道称，美国政府的关税政策极大地抑制了运往美国的货物，导致洛杉矶港和长滩港的货运量下降。作为美国的两大港 口，它们为数千名码头工人、重型设备操作员以及卡车司机提供了工作岗位。但随着美国关税政策对全球贸易带来的冲击，近期港口工 作正急剧减少。 1100至1400个。 塞罗卡将工作量的减少归因于港口货运量的下降。塞罗卡还指出，目前预测的6月份数据也远低于传统预期。 港口货运量下降波及洛杉矶物流经济 《洛杉矶时报》还报道称，货运量的下降对洛杉矶的物流经济产生了更广泛的连锁反应。报道援引一份2023年发布的报告称，洛杉矶港 和长滩港为当地服务供应商 ...

受美国政府关税政策影响，美国最大、最繁忙的集装箱港口洛杉矶港货运量及港口业务持续呈现下降和 疲软态势。据美国《洛杉矶时报》当地时间7日报道，洛杉矶港执行董事吉恩.塞罗卡表示，过去两周， 参与该港口运营的近一半的码头工人没活可干。他还表示，该港口5月的货运量比预期减少了25%。洛 杉矶港执行董事吉恩.塞罗卡告诉《洛杉矶时报》，这些码头工人并没有被裁员，但他们的工作机会不 像以前那么多。塞罗卡表示，自美国关税政策出台以来，特别是在5月份，确实看到了工作量的下降。 (央视新闻) ...

Core Insights - The global trade industry is facing multiple shocks due to ongoing changes in international trade policies, including increased tariffs from the U.S. and shifts in trade dynamics with various regions [2][3][4] Group 1: Port Responses - Guangzhou Port, with over 80% of its container routes linked to Belt and Road Initiative countries, is maintaining a calm and orderly atmosphere despite the challenges, with a reported container throughput of 8.85 million TEUs from January to April, a year-on-year increase of 8% [3][4] - Ningbo-Zhoushan Port is experiencing a more vibrant activity level, with truck drivers reporting a recovery in transport volume since May, moving from 15-16 trips a month in April to 5-6 trips a week [5][6] - The container throughput at Ningbo-Zhoushan Port reached 13.57 million TEUs in the first four months, reflecting a 9.9% year-on-year growth, with emerging markets showing over 20% growth [3][9] Group 2: Market Dynamics - The trade landscape is shifting, with a notable increase in exports to Southeast Asia and Central Asia, while exports to the U.S. are expected to recover due to recent tariff adjustments [9][10] - The logistics sector is adapting to increased uncertainty in international trade, with companies diversifying their service offerings and seeking alternative supply sources to mitigate risks [14][15] - The automotive export market is seeing significant growth, particularly in electric vehicles, with a reported 130% year-on-year increase in exports, while imports from the U.S. have sharply declined [12][14]

Group 1 - The port and shipping sector has seen a significant rise, with HNA Technology (600751) hitting the daily limit up, indicating strong investor interest [1] - Chongqing Port (600279) has increased by over 6%, reflecting positive market sentiment towards port stocks [1] - Other companies such as Nanjing Port (002040), Xiamen Port Authority (000905), and Phoenix Shipping (000520) have also experienced upward movement, suggesting a broader trend in the industry [1] Group 2 - There is a notable influx of dark pool funds into these stocks, indicating increased trading activity and potential investment interest [1]

统计数据显示，武汉阳逻港今年1—5月国际直航货运量达到10.81万吨，超越2018年全年总量10.05万 吨，创下近十年来出入境船舶年货运量新高。 船舶"直靠"助力通航效率提升 今年以来，阳逻港国际航线靠泊效率不断提升。 按照传统规定，外籍船舶靠泊在中国港口，需先在规定的锚地等候，海关、边检、海事等部门会分别对 船舶进行检查，在检验完成、相关手续完备以后，船舶才可以进入港口进行货物装卸。每个部门检查至 少一天，整个流程至少需要三天。 累计开通5条国际直航航线 巴拿马籍船舶"康顺99"轮近日顺利靠泊武汉阳逻港，为湖北省龙头企业格林美（002340）从印尼苏拉威 西岛运回7968吨关键原材料。 这条江海直航航线的诞生，源于中国新能源产业对镍资源的迫切需求。镍作为生产动力电池正极材料的 关键原料，非常重要。然而中国镍资源探明储量仅占全球的2.45%，而印尼以5500万吨的储量占据全球 42%的份额。2019年，湖北龙头企业格林美在印尼苏拉威西岛建成电池级镍化学产品的湿法冶炼基地， 生产镍湿法冶炼中间品(MHP)等。可原料运输一度成为制约发展的瓶颈，格林美生产的MHP需要先海运 至广州黄埔港或江苏连云港，再经陆运转运 ...