《中国民航报》、中国民航网 记者冯智君 通讯员罗湖广 报道： 2月5日，深圳港首个由政企联合打造的 船员综合服务阵地——深圳承远航油公司码头"船员驿站"正式揭牌启用。这是深圳承远航油公司携手宝 安海事局共同打造，旨在为远航船员提供"一站式"综合服务的暖心阵地。 启用后的船员驿站功能完备、温馨便捷，24小时免费开放，提供休憩、餐饮加热、应急医疗、无线上网 等一站式服务。室内配备沙发、饮水机、微波炉、冰箱、应急药箱、充电设备、电视、Wi-Fi及便民雨 伞等设施，《船员上岸出港指引》、海事法规等读物也一应俱全，同步升级的快递驿站与主流快递公司 系统对接，船员通过申报App即可实现快递代收代管。"以前快递到了干着急，现在靠泊就能取，既暖 心又安心！"一位船员的话，道出了服务的精准与温度。 "驿站揭牌只是起点，服务却永无止境。"深圳承远航油公司以春运"暖心"服务为契机，持续深化与海事 部门的联动，探索长效运营机制及"安全知识进驿站"、法律知识普及等服务模块，切实将船员驿站打造 成政企协同、服务船员的标杆阵地，为粤港澳大湾区航运事业高质量发展注入温暖动力。（编辑：李季 威 校对：张彤 审核：程凌） 承远油料码头作为粤港澳 ...

当前正是海南自贸港全岛封关运作后的首个春运，数据和游客感受都给出了令人欣喜的答案。 海口海关公布的数据显示，春运首周（2月2日—8日）离岛免税购物金额达11.06亿元，参与免税购物 19.19万人次，购物89.5万件，环比分别提升6.3%、26%和9.4%。 中国远洋海运所属海南港航春运首日累计护航2.2万辆车、7.1万名旅客，分别同比增长36.6%、49.6%。 谈及轮渡体验，刘女士直说"超出预期"。他们特意错峰出行，选在晚上十一二点过海。"那时候小车只 有三四辆，大卡车多，但分流做得好，候船厅跟机场似的，出入口清晰、人车分流科学，卫生间还有保 洁实时打扫。"她回忆，船舱分多层，司机有单独通道，乘客刷身份证就能进，不用拿行李。"船特别大 特别稳，像五星级的酒店，还有甲板可以看海浪，孩子直接站在外面吹风都不愿意进舱，完全不像赶 路，倒像海上观光。" 关于海南的旅游生态，刘女士觉得"海口更像大都市，吃喝玩乐配套全，没遇到宰客现象"。"孩子用三 天时间体验了冲浪，车就是移动基地，行李、孩子都装得下，想去哪儿随时能走，这种灵活性是公共交 通比不了的。"她总结，"春节南下自驾，既避开了抢票的焦虑，又把通勤变成了深度体 ...

投资咨询业务资格：证监许可【2012】31号 航运衍生品数据日报 国贸期货研究院 能源化工研究中心 卢钉毅 数据来源：Clarksons、Wind 投资咨询号: Z0021177 从业资格号: F03101843 2026/2/10 | | 运价指数 | 上海出口集装箱运价 | 中国出口集装箱运价 | SCFI-美西 | SCFIS-美西 | SCFI-美东 | SCFI-西北欧 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 综合指数scFI | 指数CCFI | | | | | | 業 | 现值 | 1267 | 1122 | 1801 | 1155 | 2530 | 1403 | | | 前值 | 1317 | 1176 | 1867 | 1101 | 2605 | 1418 | | 运 | 涨跌幅 | -3.81% | -4.55% | -3.54% | 4.90% | -2.88% | -1.06% | | # | | SCFIS-西北欧 | SCFI-地中海 | | | | | | 数 | | | | | | | | | | 现值 ...

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed at a 0.58% increase with a trading volume of 120 million yuan on February 10 [1] - The fund was established on June 26, 2024, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of February 9, 2025, the fund's latest share count was 5.766 billion shares, with a total size of 6.036 billion yuan, reflecting a 1.50% increase in shares and a 6.24% increase in size year-to-date [1] Group 2 - The current fund managers are Gong Lili and Wang Yang, with returns of 24.42% and 10.08% respectively during their management periods [2] - The fund's top holdings include China National Offshore Oil Corporation, China Shenhua Energy, China Petroleum & Chemical Corporation, and China Mobile, among others, with significant weightings [2][3] - The top holding, China National Offshore Oil Corporation, accounts for 10.04% of the portfolio, with a market value of 571 million yuan [3]

Report Information - Report Title: "Oriental Line Shipping Pulse 2026W07" [3] - Author: Lan Xi - Department: Black and Shipping Department of Orient Securities Derivatives Research Institute - Qualification Numbers: F03086543 (从业资格号), Z0016590 (投资咨询号) Core Findings Loading Rate - In week W6, the average loading rate of the European line fleet departing from China ports reached 93.6%, a 2.2% increase from the previous period (91.4%) [10]. - In week W5, the loading rate of the European line fleet departing from Asian ports was 96.8%, remaining basically flat compared to the previous period (96.7%) [10]. - For different alliances, the OA alliance's China - departing loading rate was 95.9%, up 2.2% from the previous period; the PA + MSC alliance's China - departing loading rate was 94.9%, with a slight 0.5% increase, and its Asian - departing loading rate in week W5 reached 98.6%; the Gemini alliance's China - departing loading rate was 88.9%, up 3.6% from the previous period [10]. Shipping Capacity - The average weekly shipping capacity from late February (weeks W8 - W9) was 224,300 TEUs, slightly lower than the 239,000 TEUs average during the same Spring Festival period last year [13]. - The monthly average weekly shipping capacity in March was 301,000 TEUs, significantly higher than the 258,000 TEUs average during the same period last year. Starting from mid - March, the shipping capacity increased significantly, with the average weekly shipping capacity from weeks W11 - W13 reaching 327,000 TEUs [13]. Shipping Schedule and Index - In week W6, 6 sailings were postponed to week W7, including 1 from Gemini, 1 from OA, and 4 from MSC and PA. The overall operation of Chinese ports was normal. In Shanghai Port, 6 sailings in week W6 were postponed to week W7, and 1 sailing skipped a port [20]. - The SCFIS (European Line) index closed at 1657.94 points, a 7.5% decrease from the previous period [20]. - The actual departing shipping capacity from Shanghai Port on the European line in week W6 was 211,400 TEUs, of which 36% were postponed sailings from week W5. By alliance, the weights of Gemini, OA, PA + MSC, and MSC were 21%, 42%, 23%, and 14% respectively [20]. Port Congestion - In Chinese ports, the average turnaround time at Yangshan Port was about 1.7 days, at Ningbo Port about 2.4 days, and at Yantian Port about 1.3 days. With the approaching Spring Festival, the pressure on domestic ports is expected to gradually ease [23]. - In Southeast Asian ports, the pressure has significantly eased compared to the previous period. The average time ships spent in port at Singapore Port was 1.2 days, and at Port Klang was 1.3 days [23]. - In European ports, the pressure has slightly eased compared to the previous period. However, due to continuous low - temperature and snowfall weather, the port operation outlook remains uncertain. The average time ships spent in port at Antwerp was about 1.5 days, at Rotterdam 2.3 days, at Hamburg 3.5 days, and at Bremen 1.4 days [23].

Group 1 - The core disturbance in January industry data is attributed to the timing of the Spring Festival, which significantly affects production, consumption, and export data compared to the previous lunar year [1][5][12] - The production sector shows an overall weakness compared to the same lunar period last year, with notable contraction in construction-related segments, while manufacturing exhibits divergence in performance [1][12] - Consumption patterns reveal significant declines in real estate transaction areas, while overall commodity consumption remains relatively stable, with variations in service consumption [1][13] Group 2 - The impact of the Spring Festival timing extends beyond January, potentially suppressing March production and investment data during the peak season [2][20] - The construction sector's new project initiation is expected to continue its downward trend due to ongoing inventory reduction policies, which will affect the overall recovery pace post-holiday [3][20] - Despite a more proactive fiscal policy and faster issuance of special bonds, the recovery in production and investment post-holiday is anticipated to be limited compared to previous years [3][20] Group 3 - In the energy and resources sector, coal supply constraints due to production cuts and holiday shutdowns have led to price fluctuations, while metal demand shows improvement [4][25] - The real estate sector remains under pressure with low transaction volumes and investment levels, impacting demand for construction materials [4][34] - The financial sector shows high activity in the A-share market, with insurance premium income experiencing a year-on-year decline, while new credit issuance exceeds expectations [4][34] Group 4 - The manufacturing sector continues to show strong growth in machinery and heavy truck sales, benefiting from domestic equipment renewal policies and demand from emerging markets [4][34] - Consumer spending remains stable overall, but demand for durable goods is under pressure due to high base effects and policy rollbacks [4][34] - The TMT sector is experiencing multiple catalysts from both industry and policy perspectives, while the new energy sector sees a decline in domestic sales but strong export growth [4][34]

每经AI快讯，2月10日，太平洋航运(02343.HK)午后涨超4%，截至发稿，涨4.43%，报3.3港元，成交额 4938.03万港元。 ...

消息面上，几内亚西芒杜铁矿已正式投产。兴业证券发布研报称，几内亚西芒杜铁矿投产、铝土矿出口 量持续增长有望逐步拉长干散货航运运距，带来运力需求的增长；俄乌、巴以冲突若结束，其战后重建 亦将提升干散货运输需求。 长江证券发布研报指，太平洋航运作为小宗散货海运龙头，行业底部拐点将至，公司有望展现显著业绩 弹性。华创证券则指出，降息周期有望带动实物需求的增长。此外，西芒杜铁矿项目将为大船市场带来 显著的周转增量，由于大小船市场具有联动效应，未来大船市场的景气开启也有望带动小船。 智通财经APP获悉，太平洋航运(02343)午后涨超4%，截至发稿，涨4.43%，报3.3港元，成交额4938.03 万港元。 ...

Core Viewpoint - Pacific Shipping (02343) has seen a significant increase in stock price, rising over 4% following the commencement of operations at the Simandou iron ore project in Guinea, which is expected to boost dry bulk shipping demand [1] Group 1: Company Performance - Pacific Shipping's stock price rose by 4.43%, reaching HKD 3.3, with a trading volume of HKD 49.38 million [1] - The company is positioned as a leader in the small bulk shipping sector, with analysts suggesting that the industry is approaching a bottoming point, indicating potential for significant earnings elasticity [1] Group 2: Industry Outlook - The commencement of operations at the Simandou iron ore project and the continuous growth in bauxite exports are anticipated to extend the shipping distances for dry bulk, leading to increased demand for shipping capacity [1] - The resolution of conflicts such as the Russia-Ukraine and Israel-Palestine situations could further enhance dry bulk transportation demand due to post-war reconstruction efforts [1] - Analysts from Huachuang Securities predict that the interest rate reduction cycle may stimulate physical demand growth, benefiting the shipping industry [1] - The Simandou project is expected to provide substantial turnover increments for the large vessel market, which may positively influence the small vessel market due to the interconnected nature of these markets [1]

Core Viewpoint - China Merchants Energy (01138) has seen its stock price increase by over 60% year-to-date, with a recent rise of 5.04% to HKD 16.06, supported by a trading volume of HKD 235 million [1] Group 1: Company Overview - China Merchants Energy has undergone years of business restructuring, establishing an integrated operational model encompassing oil, gas, chemicals, and storage [1] - The core business of oil transportation has consistently contributed over 80% of the company's revenue for the past decade, with foreign trade crude oil and refined oil transportation being the main profit drivers [1] - The company’s capacity distribution by type of vessel as of September 2025 is projected to be 83.2% for oil tankers, 16.5% for LNG carriers, 0.3% for chemical tankers, and 0.1% for LPG carriers [1] Group 2: Industry Insights - According to Guotai Junan Securities, the oil transportation sector is experiencing a "super bull market" in two phases: the first phase driven by geopolitical conflicts restructuring global crude oil trade, and the second phase initiated by increased global crude oil production, which continues to drive demand for oil transportation [1] - Oil transportation rates have surged since September and are expected to remain high, with tanker profits projected to reach a ten-year high in Q4 2025 and for the entire year [1] - The outlook for 2026 suggests that the oil transportation market will continue to exceed expectations, with potential benefits from falling oil prices [1]