Core Viewpoint - The global shipping industry is undergoing a significant green transformation, with a focus on achieving net-zero emissions by 2050, driven by the need for sustainable practices and regulatory pressures [2][4]. Group 1: Industry Challenges and Goals - The shipping sector accounts for over 80% of international trade transport and is a major source of carbon emissions, necessitating urgent green transformation [1][2]. - Without effective emission reduction measures, carbon emissions from the shipping industry could increase by 50% to 250% by 2050 compared to 2008 levels [2]. - The European Union's carbon border adjustment mechanism has included shipping, indicating that future access to international shipping will require a green passport [2]. Group 2: Role of Ports in Green Transition - Ports are seen as active promoters of green shipping, not just passive gateways, by investing in infrastructure and adopting smart technologies [2][3]. - Ningbo-Zhoushan Port has become a pioneer in the green transition, implementing LNG refueling, shore power coverage, and exploring zero-carbon fuel applications [3][7]. - Major international shipping centers like Shanghai and Hong Kong are also taking significant steps towards green transformation, with specific targets for LNG and green fuel capabilities [2]. Group 3: Collaborative Efforts and Innovations - Industry experts emphasize the need for collaboration across the sector, including policy guidance, technological breakthroughs, and capital mobilization [4][5]. - The establishment of a green technology innovation community is recommended to address challenges in hydrogen, ammonia fuels, and carbon capture technologies [5]. - The signing of agreements for green shipping corridors between Ningbo-Zhoushan Port and major European ports aims to enhance low-carbon cooperation and promote zero-emission shipping [6][7]. Group 4: Technological Advancements and Infrastructure - The development of a digital ecosystem and big data hubs is crucial for optimizing shipping operations and achieving resource efficiency [5][6]. - Ningbo-Zhoushan Port has achieved full shore power coverage for its berths and has implemented various green technologies, including the first LNG-diesel dual-fuel tugboat in China [7]. - The green shipping corridor model focuses on reducing emissions through collaboration among global ports, shipping companies, and governments [7].

智通财经5月29日电，*ST锦港(600190.SH)公告称，收到上海证券交易所下发的《关于拟终止公司股票 上市的事先告知书》，因公司2020年至2023年年度报告连续4年存在虚假记载，触及重大违法强制退市 情形，将被实施重大违法强制退市。上交所将根据相关规定，对公司股票作出终止上市的决定。 *ST锦港：收到上交所拟终止公司股票上市的事先告知书 ...

分红政策，公司24 年拟派发现金股息约0.589 亿人民币，每股约0.065 元（含税）; 全年分红1 次，约占 当年度净利润比例的20.2%。若以年报披露日A 股的收盘股价计算，1 次分红对应股息率约为1.2%。 2025 年Q1 业绩，营收11.93 亿，同比减-10.89%，扣非归母净利润增0.73 亿，同比增+38.85%。 点评 公司主营业务包括港航物流、新能源和投资板块。2024 年业务板块分拆如下： 港航物流分部，营收20.6 亿，同比减-19.4%，营收占比40.2%；毛利金额5.2 亿，同比减-2.3%，毛利占 比38.9%。下滑主因是24 年进口纸浆需求下滑，导致集装箱同比下滑22.5%。 新能源分部，营收24.3 亿，同比增+3.3%，营收占比47.5%；毛利金额6.5 亿，同比减-4.6%，毛利占比 48.3%。下滑主因是24 年极端天气和达里风电场延寿后综合电价下降，导致运营利润下滑46.95%。 近日，珠海港披露2024 年报。本报告期内，实现营业总收入51.25亿，同比减-6.07%；归母净利2.92 亿，同比增+5.37%；扣非归母净利2.6亿，同比增+5.23%；基本每股收益 ...

Core Insights - Ningbo-Zhoushan Port achieved a cargo throughput of 1.377 billion tons in 2024, marking a 4% year-on-year increase, and maintained its position as the world's busiest port for 16 consecutive years [1] - The port's container throughput reached 39.3 million TEUs, reflecting an 11% growth, securing the third position globally [1] Group 1: Operational Efficiency - The port has enhanced operational efficiency through sea-rail intermodal transport, with an average of three trains departing daily from Yiwu West Station, each carrying 100 TEUs, reducing transport time by at least one day and costs by approximately 20% compared to traditional sea transport [3][4] - In 2024, the port completed 1.8 million TEUs of sea-rail intermodal transport, a 10% increase year-on-year, with 27 scheduled trains serving 67 cities across 16 provinces [3] Group 2: Innovation in Logistics - A new stacking method for electric vehicles allows up to five vehicles to be loaded into a 40-foot container, reducing transportation costs by up to 60% [6][7] - The port's electric vehicle exports reached 53,000 units in Q1 2024, a staggering 641% increase year-on-year, driven by innovative loading techniques [7] Group 3: International Connectivity - The launch of the "China-Europe Express" has significantly shortened shipping times to Europe by over 10 days, enhancing the logistics experience for cross-border e-commerce [8][9] - The port operates over 300 container routes connecting to more than 600 ports in over 200 countries, facilitating a robust international trade network [9] Group 4: Future Development - The approval of the "Ningbo-Zhoushan Port Overall Planning (2035)" presents new growth opportunities, aiming to build a world-class port and enhance its role in domestic and international trade [9]

5月28日，在江苏农垦三河农场，收割机在收割小麦（无人机照片）。"三夏"时节，在位于江苏盱眙的江苏农垦三河农场的农田里，农机来回穿梭，农人们 抢抓农时，进行夏收、夏种等作业。据介绍，三河农场4.1万亩小麦目前已收获七成。 新华社发（许昌银 摄） 02:20 ·新华图片精选· 江苏盱眙：三河农场夏收夏种忙 中欧班列"东通道"滨绥铁路"国门隧道"全线贯通 5月28日，中欧班列"东通道"滨绥铁路交通咽喉——新建绥芬河隧道全线贯通。位于黑龙江省绥芬河市境内的滨绥铁路绥芬河至国境线扩能改造工程新建绥 芬河隧道于2024年5月开始挖掘。隧道全长602米，是绥芬河出入境铁路通道重要的控制性工程。 新华社记者 王松 摄 采收苜蓿 5月27日，大型饲草收割机在采收成熟的紫花苜蓿（无人机照片）。日前，甘肃省张掖市甘州区畜牧产业园内优质饲草基地里的苜蓿开始采收，大型饲草收 割机、自走式粉碎机、运输车等来回穿梭，场面壮观。 新华社发（成林 摄） 渝万高铁珍溪河双线大桥合龙 5月27日，工人在渝万高铁珍溪河双线大桥建设现场进行大桥合龙后的收尾作业。当日，由中国铁建大桥局承建的渝万高铁珍溪河双线大桥顺利合龙，为全 线按期通车奠定了坚实基 ...

Report Overview - Report Title: Key Container Ports and Critical Hub Monitoring 20250528 [1] - Research Institute: Orient Futures Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Numbers: F03086543 (从业资格号), Z0016590 (投资咨询号) 1. Report Industry Investment Rating - Not provided in the given content 2. Report Core View - The report monitors the operating conditions of key container ports around the world, including average berthing times, number of ships at anchor and in berth, and large ship arrival situations. It notes that domestic main ports in Asia have high average ship stay times, and it's uncertain whether the surge in Sino - US goods will worsen port congestion. Some ports in Europe face congestion due to issues like strikes and labor shortages, while North American ports are operating well, but the impact of subsequent dense cargo arrivals on congestion needs attention [2] 3. Summary by Relevant Catalogs 3.1 Data点评 - **Asian Ports**: Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang are monitored. Domestic main ports in Asia have high average ship stay times, and it's uncertain whether the Sino - US goods surge will worsen congestion. Port Klang is over - loaded with congestion worsening, with an average ship stay of about 2 days [2] - **European Ports**: Rotterdam, Antwerp, Hamburg, Bremen, and Valencia are monitored. Some ports in Northwest Europe still have congestion problems and common ship delays due to intermittent strikes, cargo backlogs, and labor shortages [2] - **North American Ports**: Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston are monitored. North American ports are operating well, and attention should be paid to whether subsequent dense cargo arrivals will cause congestion [2] 3.2 Data Overview - The table shows the average stay times of key container ports, including the latest period, monthly average, year - on - year, and month - on - month data for various ports in Asia, Europe, and the Americas [6] 3.3 Asian Port Dynamic Tracking - It presents data on the scale of container ships in ports in China and Southeast Asia, including the number of ships at anchor and in berth, and the average stay times of ocean - going ships in different ports over time [8][12][17] 3.4 European Port Dynamic Tracking - It shows the scale of container ships in European ports, including Northwest Europe and the Mediterranean/Black Sea regions. Data on the number of ships at anchor and in berth, and the average stay times of ocean - going ships in different ports are also provided [20][22][27] 3.5 North American Port Dynamic Tracking - It monitors the number of container ships at anchor and in berth in North American ports, the scale of container ships in ports, and the average stay times of ocean - going ships in different ports [35][39][40] 3.6 Large Ship Arrival Situation and Key Hub Monitoring - It tracks the arrival situations of large container ships in Yangshan, Ningbo, and Singapore ports. It also shows the arrival situations of 1.2w+ container ships of different alliances in Asia, Northwest Europe, and the Mediterranean regions, as well as the passage conditions of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal [44][47][50]

Core Insights - The trade volume between China and Europe, particularly France, is showing positive growth signals despite global trade uncertainties [1][3] - HAROPA, the largest port group in France, is actively enhancing maritime trade cooperation with Chinese ports to attract investment [1][3] Trade Volume and Data - In the first four months of this year, the EU was China's second-largest trading partner, with a total trade value of 1.78 trillion yuan, an increase of 1.1% [1] - China's exports to the EU reached 1.21 trillion yuan, marking a growth of 6.1% [1] HAROPA Port Overview - HAROPA is the largest port complex in France, formed by the merger of Le Havre, Rouen, and Paris ports in 2012, and is the fourth largest port in Europe [3] - The port is projected to handle over 100 million tons of container throughput in 2024, equivalent to 3.1 million TEUs, with steady growth [3] Strategic Advantages - HAROPA ports are located in France's largest consumer distribution area, covering a population of 200 million within a 200 km radius [3] - The direct shipping route from Ningbo to HAROPA is 2-8 days faster than routes from Rotterdam and Antwerp [3] Trade Relations with China - Cargo traffic between China and HAROPA accounts for nearly 30% of the port's total container transport [4] - In 2024, the cargo volume from China to HAROPA is expected to be 570,000 TEUs, with industrial products and machinery making up 61% of imports [5] Green Port Cooperation - HAROPA and Ningbo-Zhoushan Port signed a cooperation agreement focusing on multimodal transport, green logistics, and digital transformation [6] - The partnership aims to enhance collaboration in digitalization to shorten delivery times and shift more e-commerce shipments from air to sea transport [6] Environmental Initiatives - The focus on reducing carbon emissions in the shipping industry includes optimizing fuel use and exploring LNG applications [7] - HAROPA has established charging facilities for electric energy use while docked, promoting investment in green technologies [7]

Core Insights - The "Aida Mediterranean" cruise ship has set sail from Dalian Port, marking the resumption of international cruise services in Dalian after five years [1][2] - The cruise industry in Dalian is experiencing a revival due to the increasing outbound tourism market and favorable visa policies [1] - Dalian is positioned as the only international cruise departure port in Northeast China, with plans for 15 cruise voyages this year [2] Group 1 - The "Aida Mediterranean" cruise ship carries over 2,600 passengers and will travel to Japan and South Korea on a 5-day, 4-night itinerary [1] - The ship is 292 meters long, has a gross tonnage of 86,000 tons, and can accommodate up to 2,680 passengers, featuring 1,057 luxury cabins and suites [1] - Dalian's natural deep-water port advantages and mature port infrastructure are key factors in its strategy to capture the northern market [1] Group 2 - Dalian Port's experience in cruise services and its unique position in the Northeast cruise tourism market are expected to accelerate local economic development [2] - The launch of the "Aida Mediterranean" cruise signifies a new starting point for Dalian's cruise economy [2] - Future plans include optimizing supporting services and enhancing the business environment to establish Dalian as a cruise city with international influence in Northeast Asia [2]

Core Viewpoint - The article discusses the ongoing trade tensions between the US and China, highlighting the temporary pause in tariff increases and the resulting surge in shipping activity and container bookings from China to the US, while also expressing concerns about the long-term implications of these trade disputes [1][2][5]. Group 1: Trade Developments - On May 26, Trump agreed to extend the deadline for imposing a 50% tariff on the EU until July 9, indicating the volatile nature of global trade relations [1]. - Following a temporary halt on high tariffs on May 14, there was a significant increase in container bookings from China to the US, with certain categories like toys and sports goods seeing a 280% increase in bookings [2]. - Shipping companies adjusted prices significantly, with rates from Shanghai to New York increasing by 31.7% and from Shanghai to Long Beach by 22.0% after the temporary trade agreement [4]. Group 2: Economic Implications - The temporary 90-day pause in tariffs has led to increased activity at major ports in Asia, creating new job opportunities as companies rush to ship goods [3][4]. - The article notes that the average tariffs imposed by the US on Chinese imports have risen to 51.1%, while China's tariffs on US goods stand at 32.6%, indicating a significant escalation in trade barriers since the onset of the trade war [5][6]. - The uncertainty surrounding the trade situation continues to challenge businesses, requiring effective operational strategies and investment measures to navigate the prolonged period of instability [6][10]. Group 3: Future Outlook - There is a prevailing concern about whether the trade war will truly end, as the underlying tensions between the two economies remain unresolved [5][6]. - The article emphasizes the need for companies to build resilience in their supply chains and diversify their market strategies to survive in an era dominated by uncertainty [7][9]. - The Chinese government is focusing on stabilizing the economy and expanding high-level openness, which is seen as a significant certainty amid external uncertainties [8][9].

今年是洋山港开港20周年（2005-2025）。现在大家都知道洋山港是上海建设国际航运中心的核心竞争 力，没有洋山港就没有上海港集装箱吞吐量连续十多年在世界上排名第一。但是洋山港的发现和建设的 过程，却还没有广被人知。这是一个非常上海的故事，可以从中看到上海城市的品格和精神。其中三个 小故事最具吸引力和代表性。 一是走出上海在洋山岛发现新港址。1992年中央宣布上海建设"一个龙头、三个中心"时，还没有包括国 际航运中心。国际航运中心是1995年在《迈向21世纪的上海》的战略研究中第一次提出，同年正式得到 中央同意。 上海要在洋山港建设新的深水港，是因为位于长江口的上海外高桥码头面临国际航运事业急剧发展的挑 战。当时长江口每年淤积泥沙几千万吨，形成历史上著名的拦门沙挑战，航道水深只有7.5米。1990年 代改造建设外高桥码头，吃水虽然可以扩张到容纳第三代第四代集装箱船（3000-4000标箱），但无法 满足第六代（6000标箱）集装箱船吃水15米深的要求。有研究显示，若无法突破水深瓶颈，上海港有可 能在十年内被釜山、神户、高雄等港口取代。 从1995年到2001年，上海花了6年时间进行深水港选址研究。建港方案最 ...