证券代码：000088 证券简称：盐田港 公告编号：2025-27 深圳市盐田港股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市盐田港股份有限公司 发行股份购买资产并募集配套资金注册的批复》（证监许可20232725 号）同意，深圳市盐田港股份有限公司（以下简称"公司"）向特定对 象发行人民币普通股 913,758,995 股，每股发行价为 4.38 元，募集资金 总 额 为 人 民 币 4,002,264,398.10 元 ， 扣 除 不 含 税 发 行 费 用 人 民 币 募集资金到位情况已由容诚会计师事务所（特殊普通合伙）验证，并由 其出具《验资报告》（容诚验字2024518Z0119 号）。 二、募集资金存放和管理情况 为了规范募集资金的管理和使用，保护投资者权益，公司已根据 《中华人民共和国公司法》《中华人民共和国证券法》《上市公司监管指 引第 2 号——上市公司募集资金管理和使用的监管要求》和《深圳证券 交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有 关 ...

Core Viewpoint - The Tianjin International Shipping Industry Expo showcases Tianjin Port as a leader in smart and green port transformation, emphasizing its role in China's modernization efforts [2][7]. Group 1: Smart Port Transformation - Tianjin Port is recognized as a "testbed" for smart port transformation, successfully launching the fully domestic JTOS control system for container terminals [4]. - The port has implemented over a hundred AI-powered transport robots for coordinated operations, demonstrating a significant advancement in national key industry innovation [4]. Group 2: Green Port Initiatives - Tianjin Port has established China's first breakwater wind power project, achieving an annual power generation capacity of 340 million kWh, which meets 60% of the port's energy needs [5]. - The port has transitioned to 100% new energy vehicles for container handling, reinforcing its commitment to green initiatives [5]. Group 3: Logistics and Trade Connectivity - By 2025, Tianjin Port's sea-rail intermodal transport volume is expected to reach 1.5 million TEUs, enhancing connectivity with the Belt and Road Initiative and RCEP trade zones [5]. - The integration of industry, academia, and research has led to the development of 12 core algorithms and over 40 international standards, facilitating customized logistics solutions for the Beijing-Tianjin-Hebei and "Three Norths" regions [5]. Group 4: Innovation and Future Outlook - Tianjin Port is at the forefront of global shipping industry transformation, promoting automation and smart solutions as part of its 2.0 initiative for container handling [7]. - The port aims to achieve a significant reduction in import container pickup time from 4 hours to 20 minutes through its smart logistics platform, indicating a leap in digital port development [5].

Core Insights - The report indicates that the port economy in China's coastal cities is a significant driver of economic development, with a projected increase in value added to 6.7 trillion yuan in 2024, up by 360.6 billion yuan from the previous year [1][2] Economic Contribution - Each 10,000 tons of cargo throughput at ports can generate approximately 1.94 million yuan in GDP, and every 100 million yuan invested in port construction can create nearly 10,000 jobs [1] - By the end of 2024, the number of berths for 10,000 tons and above is expected to reach 2,971, which is about 1.4 times that of ten years ago [1] Regional Development - The port economy in the Yangtze River Delta region is projected to account for 44.9% of the national total, contributing 13.9% to the regional GDP, making it the most developed area for port economies in China [3] - The overall structure of China's port economy is characterized by "one core, two zones, and multiple segments," with Shanghai and other city clusters as the core, and the Yangtze River Delta and Pearl River Delta as the two zones [2] Industry Transformation - The cargo structure at ports is evolving, with significant increases in exports of electric vehicles and lithium batteries from Ningbo and Guangzhou, indicating a shift towards high-tech and green industries [4][5] - The port economy's contribution to primary, secondary, and tertiary industries is projected to be 15%, 22%, and 8% respectively in 2024, highlighting its significant role in supporting primary and secondary industries [5] Urban Integration - The development of port economies is closely linked to urban economic and social development, with initiatives like the transformation of coal handling areas into recreational spaces in cities like Rizhao [6] - The "front port and back factory" model is being adopted, with the port industry driving local economic growth and attracting major enterprises [6] - Major cities such as Shanghai, Shenzhen, and Ningbo are expected to see an increase in port economic value added exceeding 20 billion yuan in 2024, supporting national strategies like the Yangtze River Delta integration and the Guangdong-Hong Kong-Macau Greater Bay Area [6]

Group 1 - The first batch of AJ-type 65t quay cranes has successfully arrived at Xiaomo International Logistics Port, enhancing the operational efficiency and service experience of the port [1] - The quay cranes are specialized equipment for container handling, utilizing automated control systems for precise operations, contributing significantly to the shipping industry [1] - The introduction of these cranes is expected to boost Xiaomo Port's operational capacity and support the construction of a green and smart port, facilitating Shenzhen's development as a global logistics hub [1] Group 2 - Guangzhou Port's Nansha Phase IV terminal is an example of an "unmanned terminal," featuring several global firsts in automation and technology applications [2] - Shenzhen Port Group is advancing the construction of smart and efficient automated container terminals, integrating 5G applications and intelligent logistics solutions [2] - The implementation of AI and robotics in logistics operations is aimed at reducing costs and improving efficiency in cold storage and transportation [2] Group 3 - Qingdao Port's AGV technology utilizes innovative shallow charging techniques for continuous operation, enhancing loading and unloading efficiency [3] - The development of intelligent cargo handling robots at Rizhao Port incorporates advanced technologies for automated inventory management, replacing manual labor [3] - The increasing level of port automation is becoming a key indicator of competitiveness in the logistics sector, with expectations for further advancements driven by 5G and AI technologies [3] Group 4 - China Merchants Port's Mawan Smart Port is the first 5G smart port in the Guangdong-Hong Kong-Macao Greater Bay Area, significantly improving production efficiency and management levels [4] - Ningbo-Zhoushan Port is leveraging IoT, big data, and AI for intelligent port management, enhancing operational efficiency through real-time tracking and automated processes [4]

证券代码：600717 证券简称：天津港 公告编号：2025-019 天津港股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 法律责任。 重要内容提示： 二、分配方案 ? 每股分配比例 A 股每股现金红利0.104元 ? 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 Ａ股 2025/6/18 － 2025/6/19 2025/6/19 ? 差异化分红送转： 否 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 4 月 29 日的2024年年度股东会审 议通过。 (一)发放年度：2024年年度 (二)分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结 算有限责任公司上海分公司（以下简称"中国结算上海分公司" ）登记 在册的本公司全体股东。 (三)分配方案： 本次利润分配以方案实施前的公司总股本2,894,001,038股为基 数 ， 每 股 派 发 现 金 红 利 0.104 元 （ 含 税 ）， 共 计 派 发 现 金 红 利 三、相关日期 股份类别 股权登 ...

连云港(601008)今日下跌7.36%，全天换手率14.35%，成交额12.84亿元，振幅5.53%。龙虎榜数据显 示，沪股通净卖出5196.61万元，营业部席位合计净卖出1132.04万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-7.38%上榜，沪股通净卖出5196.61万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.66亿元，其中，买入成交额为1.01亿 元，卖出成交额为1.64亿元，合计净卖出6328.65万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 2865.99万元，卖出金额为8062.60万元，合计净卖出5196.61万元。 近半年该股累计上榜龙虎榜22次，上榜次日股价平均涨1.85%，上榜后5日平均涨2.88%。 资金流向方面，今日该股主力资金净流出6205.90万元，其中，特大单净流出421.04万元，大单资金净流 出5784.86万元。近5日主力资金净流出4083.95万元。 融资融券数据显示，该股最新（6月11日）两融余额为1.79亿元，其中，融资余额为1.78亿元，融券余额 为70.51万元。近5日融资余额合计 ...

Core Insights - The report indicates that the port economy of China's coastal cities is projected to reach 6.7 trillion yuan in 2024, accounting for 13.6% of the total economic output of these cities, with a growth of 360.6 billion yuan compared to 2023, marking a higher growth rate than the previous two years [1][2] Economic Structure - The spatial structure of China's coastal city port economy is characterized by "one core, two zones, and multiple areas," with cities like Shanghai and Suzhou leading as the "core," the Yangtze River Delta and Pearl River Delta as the "two zones," and the Bohai Rim, Southeast Coastal, and Southwest Coastal areas as the "multiple areas" [1] - In terms of industrial types, the port economy's contribution to the primary, secondary, and tertiary industries in coastal cities is 15%, 22%, and 8% respectively, highlighting the significant support of ports for the development of the secondary industry [1] Regional Analysis - The regional port economy exhibits a pattern of "light in the north and heavy in the south" in terms of scale, and "heavy in the north and new in the south" in terms of industrial types, with rapid growth in port economies of cities like Shanghai, Suzhou, Shenzhen, and Ningbo, each showing an increase of over 20 billion yuan [2] - The high-quality development index of China's coastal city port economy is rated as A or above for cities including Shanghai, Shenzhen, Guangzhou, Ningbo, Suzhou, Tianjin, and Qingdao [2]

Core Insights - Tianjin Port is accelerating the development of a smart and green hub port, becoming a crucial strategic point for connecting domestic and international dual circulation in northern China [1][2] Group 1: Smart Port Development - Tianjin Port has achieved an automation rate of over 80% for large container handling equipment, with the new generation container terminal control system (JTOS) supporting complex port operations [1][2] - The port has established a main optical fiber network of 90,000 core kilometers and 190 5G base stations, making it the world's first fully IoT-enabled container terminal [1][5] - A total of 15 infrastructure projects are planned for the "14th Five-Year Plan" and "15th Five-Year Plan" periods, with an estimated total investment of approximately 22.9 billion yuan [2] Group 2: Cargo Throughput and Future Projections - From January to May this year, Tianjin Port handled a cargo throughput of 207 million tons, with a container throughput of 9.93 million TEUs, reflecting a year-on-year increase of 3.67% [2] - By 2035, the total cargo throughput is projected to reach around 750 million tons, with container throughput expected to hit 35 million TEUs [2] Group 3: Technological Innovations - Tianjin Port has implemented a fully automated and intelligent process for container operations, achieving zero carbon emissions during the entire terminal operation [5][6] - The port's new L4-level unmanned horizontal transport equipment has been developed and sold to other ports, contributing to technological advancements in the industry [6] Group 4: Environmental Initiatives - Tianjin Port has established the first ecological air quality monitoring platform in the national port industry, covering 139 monitoring points for real-time environmental monitoring [10] - The port's renewable energy generation system has a capacity of 146.5 megawatts, producing over 300 million kilowatt-hours annually, which accounts for nearly 70% of the group's electricity needs [10][12] - The port has eliminated high-emission equipment, achieving 100% low-emission port machinery, with nearly 60% being electric [12] Group 5: Integration with Local Economy - A strategic cooperation framework agreement has been signed to enhance collaboration in port-industry-city integration, attracting over 30,000 foreign enterprises to settle in Tianjin [7][9] - The port has opened a green channel to Xiong'an New Area, facilitating seamless logistics and transportation services for the Beijing-Tianjin-Hebei region [8][9]

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - In the context of a volatile bond market and a passive widening of credit spreads, investors should prioritize high - coupon assets for certain returns and prepare in advance for the spread compression market driven by the seasonal inflow of wealth management funds in July [1][5]. - The current core contradiction in the credit bond market is the co - existence of weakening allocation demand and a passive widening of spreads in a volatile environment. Investors should seize pricing deviation opportunities under the protection of coupon safety cushions [5]. - The volatile market pattern caused by the interplay of multiple factors will continue, providing tactical opportunities for layout during market adjustments [6]. - The coupon strategy is the optimal solution in a volatile market, and portfolios should be constructed in a stratified manner according to the characteristics of liabilities [7]. - Investors should "pre - position" for the seasonal spread compression market in July and seize structural opportunities in specific bond varieties [8]. 3. Summary by Relevant Catalog 3.1 Yield and Spread Overview 3.1.1 Yields and Changes of Each Tenor - Yields of various types of bonds at different tenors are presented, along with their weekly changes and historical percentiles. For example, the 0.5 - year Treasury yield is 1.41%, down 4.0bp from last week, with a historical percentile of 8.4% [14]. 3.1.2 Spreads and Changes of Each Tenor - Credit spreads of various types of bonds at different tenors are shown, including their weekly changes and historical percentiles. For instance, the 0.5 - year credit spread of public non - perpetual urban investment bonds is 25bp, up 2.1bp from last week, with a historical percentile of 12.7% [16]. 3.2 Yields and Spreads of Credit Bonds by Category (Hermite Algorithm) 3.2.1 Yields and Spreads of Urban Investment Bonds by Region - **Yields and Changes of Each Tenor**: Yields of public non - perpetual urban investment bonds in different provinces at key tenors, their weekly changes, and historical percentiles are provided. For example, the 0.5 - year yield of Anhui's public non - perpetual urban investment bonds is 1.77%, up 2.6bp from last week, with a historical percentile of 1.1% [19]. - **Spreads and Changes of Each Tenor**: Credit spreads of public non - perpetual urban investment bonds in different provinces at key tenors, their weekly changes, and historical percentiles are given. For example, the 0.5 - year credit spread of Anhui's public non - perpetual urban investment bonds is 30.41bp, up 4.6bp from last week, with a historical percentile of 7.2% [22]. - **Yields and Changes of Each Implied Rating**: Yields of public non - perpetual urban investment bonds in different provinces for each implied rating, their weekly changes, and historical percentiles are presented. For example, the AAA - rated yield of Anhui's public non - perpetual urban investment bonds is 1.80%, up 3.8bp from last week, with a historical percentile of 5.1% [26]. - **Spreads and Changes of Each Implied Rating**: Credit spreads of public non - perpetual urban investment bonds in different provinces for each implied rating, their weekly changes, and historical percentiles are shown. For example, the AAA - rated credit spread of Anhui's public non - perpetual urban investment bonds is 28.96bp, up 4.8bp from last week, with a historical percentile of 32.2% [31]. - **Yields and Changes of Each Administrative Level**: Yields of public non - perpetual urban investment bonds in different provinces at each administrative level, their weekly changes, and historical percentiles are provided. For example, the provincial - level yield of Anhui's public non - perpetual urban investment bonds is 1.80%, up 3.5bp from last week, with a historical percentile of 3.7% [35].

Group 1: Fireworks Industry - Liuyang fireworks industry is the largest producer and exporter of fireworks globally, with 431 production companies and a total output value of 50.22 billion yuan in 2024, capturing approximately 60% of the domestic market and 70% of the national export market [7][6][12] - The company has exported fireworks products to over 60 countries, with an expected export value exceeding 10 million USD in 2024 [7] - The industry is embracing a "fireworks +" model to integrate cultural tourism and innovate consumer experiences, including the use of QR codes for product demonstrations [8][7] - Liuyang's fireworks production has incorporated modern technologies such as drones and holographic projections, enhancing the visual effects and safety of fireworks displays [8][9] - The industry has achieved over 300 innovative results in safety and environmental standards, with a significant focus on mechanization and automation in production processes [10][11] Group 2: Underwater Robotics Industry - Shenzhen Qianxing Innovation Technology Co., Ltd. specializes in underwater robots, with products used in underwater observation, photography, emergency rescue, and scientific research [15] - The company has iterated eight generations of products since its establishment in 2016, with the latest model capable of diving to depths of 350 meters [16] - Approximately 85% of the company's business is export-oriented, with significant growth in export activities, showing an 80% increase in the first quarter of 2025 [20] Group 3: Port Development - Tianjin Port is transforming into a smart and green hub, with innovations such as the first "smart zero-carbon" terminal and a high level of automation in container handling [21][22] - The port has developed a new generation of container terminal management systems and has achieved an automation rate of over 80% in large container handling equipment [22][24] - The port's annual green electricity generation exceeds 300 million kilowatt-hours, and it has attracted over 30,000 foreign enterprises, enhancing its role in domestic and international trade [24][25] - By 2025, Tianjin Port's container throughput is expected to exceed 25 million standard containers, marking significant advancements in its smart green hub development [26]