一、政策护航：增持不再"难"，信心有支撑 现在上市公司和大股东愿意主动增持，离不开政策的强力支持，让"真金白银"护盘更易落地： - 资金门槛大降：央行将上市公司回购增持的自有资金比例从30%下调至10%，还能申请利率低至2.25%的专项贷款，资金压力大幅减轻 ； - 支持力度加码：设立3000亿元股票回购增持再贷款，21家全国性金融机构可放贷，专款专用支持增持回购 ； 凌晨突袭！7家公司真金白银增持，最高已砸7.99亿 开年A股再现"信心红包"！1月6日凌晨，7家公司集中披露股份增持公告，大股东或控股股东真金白银下场买入，最高已增持近8亿元，直接给市场注入强 心剂。要知道现在有政策撑腰，监管不仅设立3000亿元回购增持再贷款，还下调自有资金比例要求，企业增持门槛大幅降低。这些公司凌晨抢先公告， 既是对自身价值的认可，更是向投资者传递长期发展的底气，不管是短线情绪带动还是中线价值参考，都值得重点关注。 4. 滨化股份：圆满完成计划，第一大股东滨州和宜产业投资累计增持2.78亿元，增持股份占总股本3.27%，已顺利完成增持承诺 ； 5. 汇顶科技：高管带头增持，控股股东及部分董监高已累计增持2740万元，用真金白 ...

Core Viewpoint - The company announced an increase in throughput across various cargo types and ports for the year 2025, indicating positive growth trends in its operations [1] Group 1: Cargo Throughput - Coal throughput reached 217 million tons, representing a year-on-year increase of 3.93% [1] - Metal ore throughput was 162 million tons, with a year-on-year growth of 3.26% [1] - Oil and liquid chemical throughput amounted to 2.17 million tons, showing a significant year-on-year increase of 25.43% [1] - Container throughput reached 1.6856 million TEUs, reflecting a robust year-on-year growth of 34.15% [1] - General cargo and other goods throughput was 32.17 million tons, with a year-on-year increase of 4.82% [1] Group 2: Port Throughput - Qinhuangdao Port's throughput was 190 million tons, marking a year-on-year increase of 3.81% [1] - Caofeidian Port's throughput reached 136 million tons, with a year-on-year growth of 2.74% [1] - Huanghua Port's throughput was 107 million tons, showing a year-on-year increase of 8.04% [1] - The total throughput across all ports was 433 million tons, indicating a year-on-year growth of 4.48% [1]

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a partnership with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sector [2][3]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in 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 various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - The revenue composition includes 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Group 2: Financial Performance - For the period from January to September 2025, Qingdao Port achieved an operating income 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, up 6.33% year-on-year [6]. - The company has distributed a total of 13.770 billion yuan in dividends since its A-share listing, with 6.638 billion yuan distributed over the past three years [7]. Group 3: Market Activity - On January 7, Qingdao Port's stock price fell by 1.30%, with a trading volume of 176 million yuan and a turnover rate of 0.39%, resulting in a total market capitalization of 54.395 billion yuan [1]. - The stock has shown a net outflow of 13.9072 million yuan from major investors today, with a lack of clear trends in major holdings [3][4].

洋山深水港活力 本报讯（记者 任天宝）记者昨天从上海洋山港海事局获悉，2025年，上海洋山深水港集装箱吞吐量突 破2870.6万标准箱，同比增长10.38%，再次刷新历史纪录，在上海港的占比从2024年的50.5%提升至 52.2%，巩固了其作为世界顶级集装箱枢纽港的地位。这一亮眼成绩单的背后，是一系列管理创新和智 能化手段带来的港口运营效率新飞跃——洋山港已连续三年（2022-2024年）斩获全球港口效率 （CPPI）第一名。 2025年，洋山深水港活力迸发，全年进出国际干线集装箱船舶9181艘次、内支线集装箱船舶17942艘 次，同比分别增长3.2%、8.7%，实现双增长。尤为值得一提的是，洋山港海事通过深化实施"双向通 航""双窗口离泊""双套泊作业""双档靠泊"等"四双"创新举措，港口通航效率显著提升，码头泊位综合利 用率持续稳定在84%左右，这一效率指标居于全球领先水平。 迸发 本报记者 周馨 摄 为最大限度降低大风强雾等恶劣天气对码头生产的影响，洋山港海事携手气象部门建立了精细化预报机 制，对船舶实施分类分级管控，通过优化锚地资源和临时待泊区，有效解决船舶"避风难、待泊难"的问 题。如今，干支线集 ...

Core Viewpoint - The transportation system in Jiangsu province has made significant advancements since the "14th Five-Year Plan," aligning with national strategies to build a strong transportation network and modernize the transportation system, thereby supporting the province's economic development and demonstrating its leadership role in the country [1][2]. Investment and Infrastructure Development - The total investment in transportation infrastructure reached 1 trillion yuan, which is 1.6 times that of the "13th Five-Year Plan" [2]. - The province has achieved a highway network of 5,540 kilometers, with an increase of 615 kilometers since 2020, and 48.4% of highways are six lanes or more, ranking second nationally [4]. - The high-speed railway network has expanded to 2,594 kilometers, with an increase of 379 kilometers since 2020, leading in area density among provinces [4]. Logistics and Transportation Efficiency - The ratio of social logistics costs to regional GDP decreased from 13.8% in 2020 to 12.7%, which is 1.3 percentage points lower than the national average [3]. - Jiangsu has established 42 multi-modal transport hubs and operates 152 multi-modal transport lines, with waterway freight accounting for approximately 38.9% of total freight volume, exceeding the national average by 21.4 percentage points [5][6]. Passenger Transport and Connectivity - The province has opened 37 international passenger routes, including new intercontinental routes from Nanjing to Sydney, Melbourne, and Paris [8]. - Daily average train operations exceed 750 pairs, leading in passenger volume in the Yangtze River Delta region [9]. - Urban rail transit has reached 1,279 kilometers across nine cities, ranking second nationally [10]. Safety and Modernization - By 2024, the number of road transport safety incidents and fatalities is expected to decrease by over 60% compared to the end of the "13th Five-Year Plan" [15]. - The province has built 21,000 video monitoring facilities on highways, leading the nation in density [16]. Innovation and Digital Transformation - Jiangsu is the only province in the transportation sector with two national-level innovation platforms and has been recognized for its digital transformation in transportation infrastructure [13]. - The province has developed a unified digital transportation platform and achieved a 99.64% coverage rate for shore power at ports [14]. Talent Development and Community Engagement - The province has implemented high-level talent initiatives, with numerous individuals recognized as national and provincial labor models and craftsmen [19]. - Community engagement efforts include the establishment of 373 "Driver's Homes" and the promotion of integrity education within the transportation system [18].

Core Insights - Ningbo-Zhoushan Port is a crucial container deep-sea port in China and the largest iron ore and crude oil transshipment base domestically, with cargo throughput expected to exceed 1.4 billion tons by 2025 [1] Group 1: Cargo Operations - The port is experiencing steady growth in cargo handling, with a forecasted container throughput of over 43 million standard containers in 2025, maintaining a position among the top three globally [4] - In the first week of 2026, Ningbo-Zhoushan Port has already handled over 750 vessels, achieving a container throughput of 826,000 standard containers, representing a year-on-year increase of over 10% [4] Group 2: Technological Advancements - The port's operational efficiency has significantly improved due to a comprehensive smart system, allowing for seamless operations between automated and manually driven vehicles [5][7] - The port has developed an autonomous "dual-core smart brain" that enhances the precision of automated container handling and unloading [7] Group 3: Infrastructure Development - The second 300,000-ton deep-water main channel at the core port area officially entered a substantial operational phase on December 26, 2025, marking the beginning of the "dual-channel" era for Ningbo-Zhoushan Port [9] - The two 300,000-ton channels are expected to save over 230 million yuan in transportation costs annually, reflecting the increasing connectivity between China and the world [9]

Group 1 - The construction of the Western Land-Sea New Corridor is accelerating, with the Pinglu Canal expected to be completed this year, providing a convenient passage from the southwest region to ASEAN, significantly reducing logistics costs [1] - The Nanning Quzhou Chamber of Commerce aims to leverage member enterprises' advantages in funding, logistics, and digital economy to participate deeply in the construction of the Western Land-Sea New Corridor and achieve win-win outcomes in the development of the Beibu Gulf International Gateway Port [1][2] - Representatives from various enterprises, including Zhejiang merchants, highlighted their strengths in sectors such as specialty paper manufacturing, new energy materials, digital economy, finance, trade services, and real estate, and expressed intentions to increase investment in Guangxi [2] Group 2 - The Beibu Gulf International Port Group, a large state-owned enterprise under the Guangxi Zhuang Autonomous Region government, operates major public terminal investments and has expanded its business to ASEAN countries like Malaysia, Brunei, and Vietnam [5] - The Vice President of the Beibu Gulf International Port Group welcomed the Nanning Quzhou Chamber of Commerce delegation and emphasized the importance of strengthening communication and collaboration for mutual development [5][8] - The Chamber of Commerce is encouraged to act as a bridge to attract more capable Zhejiang and Quzhou merchants to participate in the construction of the Western Land-Sea New Corridor and to explore the ASEAN market together [8]

Group 1 - The article emphasizes the commitment of various regions and departments to achieve high-quality development as they set goals for the new year, ensuring a strong start for the 14th Five-Year Plan [1] - Ports across the country are experiencing busy operations as the new year begins, indicating a robust logistics and trade environment [3] Group 2 - In the first five days of the new year, Chongqing exported 1,300 TEUs of goods via the Western Land-Sea New Corridor, marking a 10% year-on-year increase, with shipments including complete automobiles and auto parts primarily destined for ASEAN countries [5] - Tianjin Port successfully handled its first shipment of approximately 6,600 tons of cold-chain cherries from Chile, with plans to accelerate the development of an import fruit distribution center and expand ocean routes [9] - The Meishan Port area in Ningbo-Zhoushan Port achieved a container throughput of 125,700 TEUs in the first few days of the new year, reflecting a 9.68% year-on-year growth, with over 60% automation in the port's processes [13] Group 3 - Significant progress has been made on major projects across various regions, contributing to high-quality development [15] - The completion of the 500 kV power transmission and transformation project in Inner Mongolia will enhance the regional grid's transmission capacity by 30% [18] - The main reclamation works at Dalian Jinzhou Bay International Airport have been completed, creating over 20 square kilometers of land, equivalent to 2,800 standard football fields [21] - The Xiong'an to Shangqiu section of the Xiongshang High-Speed Railway, an important part of the national high-speed rail network, has completed track laying and is moving into the installation of station and communication facilities [23] Group 4 - Jiangsu Province is accelerating the cultivation of new productive forces by promoting the integration of artificial intelligence with various industries, with plans to add over 100 benchmark demonstration scenarios by 2026 and achieve a core industry scale of 20 billion yuan [28] - The Deputy Director of the Jiangsu Provincial Development and Reform Commission stated that efforts will be made to enhance departmental collaboration and enterprise interaction to transform technology into productive forces, injecting strong momentum into the high-quality development of traditional manufacturing [30]

Core Insights - Ningbo-Zhoushan Port achieved a cargo throughput of over 1.4 billion tons in 2025, maintaining its position as the world's largest port for 17 consecutive years, and becoming the first port globally to exceed this throughput milestone [1][3] Group 1: Port Operations and Capacity - By the end of 2025, Ningbo-Zhoushan Port will have 309 container shipping routes, connecting over 700 ports in more than 200 countries and regions [3] - The port has launched over 110 sea-rail intermodal transport routes, covering 69 cities across 16 provinces, with a projected sea-rail intermodal business volume exceeding 2 million standard containers in 2025 [3] Group 2: Logistics Innovations - Ningbo-Zhoushan Port is innovating logistics models, with the "Ningbo-Zhoushan Port-William Port" China-Europe express route entering regular operation, reducing the China-Europe shipping time by over 10 days [3] - The port has also initiated the first Arctic container express route in September 2025, extending its services to the Arctic Ocean, thus creating the fastest maritime route from the Yangtze River Delta to Europe [3]

Group 1 - Fujian local stocks experienced a surge in the afternoon, with Xiamen Port reaching the daily limit increase [1] - Pingtan Development, Xiamen Airport, Dongbai Group, and Haixia Innovation also saw significant gains [1]