9月2日，一艘满载柳州生产的工程机械等货物的集装箱船"HAIAN VIEW"号缓缓驶离钦州港，这 标志着"北部湾港—越南—新加坡"RCEP新航线正式开通，我国西部地区的货物正以更快速度、更低成 本，跨越山海、走向全球。该航线的开通不仅进一步加密了北部湾港国际航运网络，也显著增强了西部 陆海新通道跨境物流服务能力，助力西部陆海新通道加速延伸。 今年是《西部陆海新通道总体规划》印发实施的第6个年头。6年来，广西把高水平共建西部陆海新 通道作为开放发展的牵引工程，坚持建通道和强运营齐抓、增效率和提质量同步、拓合作与促融合并 举，通道建设不断取得新进展，通道凝聚力、竞争力不断增强，已成为带动西部地区开发开放的重要引 擎。 破瓶颈，互联互通水平全面提升 "以前，公司货物从重庆出发，沿长江出海，绕一圈再往南，出口到东盟国家，靠江海联运要耗时 一个月左右。"近日，重庆一家企业的海外业务负责人感叹，如今通过西部陆海新通道，从重庆铁路站 点发货、在广西港口上船，最快4天就能到达越南。 支撑这一优势的，是不断完善的综合立体交通体系。6年来，广西统筹推进铁路、公路、水运等重 大交通基础设施建设，一条两广互通、衔接西南、通达港澳、联 ...

Company Overview - Xiamen Port Development Co., Ltd. is located in Xiamen, Fujian Province, and was established on April 21, 1999, with its listing date on April 29, 1999. The company's main business includes handling bulk cargo at the terminal and providing related comprehensive logistics services, commodity trading, and building materials sales [1][2] - The revenue composition of the company is as follows: comprehensive supply chain business accounts for 89.43%, port supporting services 5.65%, terminal handling and storage 4.59%, and others 0.33% [1] Financial Performance - As of June 30, 2025, Xiamen Port achieved an operating income of 10.542 billion yuan, a year-on-year decrease of 14.72%. The net profit attributable to the parent company was 141 million yuan, reflecting a year-on-year increase of 9.44% [2] - The company has cumulatively distributed 963 million yuan in dividends since its A-share listing, with 199 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders of Xiamen Port was 52,300, an increase of 8.32% compared to the previous period. The average circulating shares per person decreased by 7.68% to 14,184 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fourth largest, holding 3.8257 million shares, a decrease of 2.1283 million shares compared to the previous period [3] Financing and Trading Activity - On September 17, Xiamen Port's stock price fell by 1.05%, with a trading volume of 127 million yuan. The financing buy-in amount for the day was 14.9155 million yuan, while the financing repayment was 20.94 million yuan, resulting in a net financing buy-in of -6.0245 million yuan [1] - The total balance of margin trading for Xiamen Port as of September 17 was 323 million yuan, accounting for 5.12% of the circulating market value, which is above the 70th percentile level over the past year, indicating a relatively high position [1]

Group 1 - The company is optimizing and adjusting its business segments including passenger and roll-on/roll-off transport, container, and bulk cargo to prepare for the implementation of the closure operation [1] - Starting from September 15, the new sea port and the second line port of Yuhai Railway will serve as a unified outbound channel for freight vehicles, enhancing the efficiency of the inspection process [1] - The container segment at Xiuying Port has improved the customs clearance markings and has completed operational management procedures to ensure readiness for complex business scenarios [1] Group 2 - Yangpu Port is actively developing emergency plans and revising related systems for the "second line port," providing institutional references for domestic operations [2] - The port has achieved data interaction between the TOS system and the provincial international trade "single window," improving the efficiency of cargo declaration and inspection [2] - The company has reserved space for customs inspection and is enhancing the port's infrastructure, including the installation of monitoring systems and optimizing access efficiency [2]

Core Viewpoint - A batch of eco-friendly yoga mats and carpets has successfully been exported from Shandong Port's Rizhao Port to North America, marking a significant step in the port's transition from a production materials hub to a consumer goods hub [1][3]. Group 1: Export Process and Logistics - The export of consumer goods utilized a "dual-port collaboration" model, effectively integrating the hinterland radiation capacity of Rizhao Port with the international shipping resources of Qingdao Port, achieving a logistics cost reduction of 20% [3]. - The container division of the company plans to leverage the integrated operation advantages of Shandong Port to continuously expand international logistics service capabilities for various consumer goods, optimizing port and shipping logistics channels [3]. - To ensure efficient and smooth export of yoga mats and carpets, the container division innovatively created an efficient and compact international logistics path, allowing for seamless transfer from Rizhao Port to Qingdao Port after customs clearance [4].

Core Viewpoint - Citigroup's research report indicates that China Merchants Port's stock price has increased by 36% over the past 12 months, suggesting that the risk-reward balance is becoming more even [1] Group 1: Stock Performance - China Merchants Port's stock price has risen by 36% in the last year [1] Group 2: Rating and Target Price - Citigroup has downgraded the rating of China Merchants Port from "Buy" to "Neutral" [1] - The target price for China Merchants Port has been raised from HKD 5 to HKD 5.51 [1] Group 3: Market Considerations - The report expresses caution regarding the narrowing of profit margins to approximately 6 percentage points below pre-pandemic levels due to tariff differences and negative demand from shipping companies this year [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 海峡股份9月17日在互动平台表示，公司正在积极关注低空经济的发展，并评估相关机遇。将继续遵循 市场化原则和政策导向，探索与公司业务相结合的发展机会。公司在低空经济领域目前还未有任何实质 性投入，如公司有相应投入且金额达到信息披露标准，公司将及时公告。 ...

"滴滴——"伴随着轮船鸣笛声，又一艘满载汽车的轮船停靠在上海外高桥（600648）码头。这批汽车将 在此"稍作休整"，在几个小时后经由外贸船只运往世界各地。 2024年，这座全国最大的单一整车滚装码头，连同临港新片区南港码头，共同创下了超166万辆汽车出 口的亮眼成绩，同比增长26.6%，而经由上海口岸出口的汽车，更是占据了全国近四成的份额。 日前，《金融时报》记者跟随"活力中国调研行"上海主题团，近距离观察庞大出口量背后，创新与便利 化举措如何为上海外贸注入源源不断的动力。 走进外高桥港区海通码头，首先映入眼帘的便是整齐排列的汽车方阵，从自主品牌到合资车型，各色车 辆有序停放，等待着开启远洋旅程。 与此同时，畅通运输"绿色"通道。通过海关监管政策与海通码头的高效协同，出口汽车可以在企业所属 地办理报关手续，经内贸船运抵外高桥港区后，即可办理查验放行手续，搭载远洋滚装轮离境。 这不仅是智慧港口的缩影，更是上海外贸高质量发展的有力证明。 在另一边的上海临港（600848）新片区南港码头，亦是一派繁忙景象。数据显示，2025年1-7月，南港 实现外贸汽车进口38573辆，同比增长18%；出口315640辆，同比增 ...

就在谈判结束后的短短几天，媒体便开始披露特朗普政府正在悄然布局，意图将更多中资港口资产转交给西方控制。这一举动并非偶然，而是美国在全球范 围内对中国崛起的恐慌反应。路透社的报道显示，美国资产管理巨头贝莱德正在与中国长江和记实业达成交易，试图通过收购后者在全球23个国家的港口资 产来大幅提升其战略地位。 毫无疑问，美国一向以海洋霸权自居，结合其强大的军事能力，成功在全球范围内掌控关键航道与港口。而如今，中国通过经济全球化取得的一系列合法运 营权，反倒让美国感受到了前所未有的威胁。特朗普显然不会满足于仅仅是达成的协议，他企图利用这一轮谈判后所形成的"气候"进一步削弱中国在全球港 口的影响力。 在这种背景下，五角大楼的行动也不容忽视。美国军方对于中国造船业的快速崛起表示出高度的敏感和警惕，认为中国的造船产能已经是美国的230倍，这 种失衡使得美国在潜在的军事冲突中处于劣势。因此，它急于通过各种行政手段来提高"海上影响力"，例如对中国制造的船只征收超高的港口费，限制中方 船只进驻美国本土港口。 特朗普的策略很明显：他希望通过削弱中国企业的国际市场地位，来重振美国的造船业。然而，事实却并非如此简单。美国当前的商船队伍数 ...

Report Title - Focus on Container Port and Key Hub Monitoring 20250916 [1] Report Analyst - Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute, with a qualification number of F03086543 and an investment consulting number of Z0016590 [1] Core Viewpoints - Asian ports: Chinese ports have rebounded recently and remain at a high level; Southeast Asian ports have large operational fluctuations and recurring congestion. European ports: With the end of summer in the Northern Hemisphere, congestion may improve, but German ports face continued pressure due to railway construction. North American ports: Operating conditions are good [2] Data Summary Asian Ports - **Waiting and Berthing Times**: Yantian has an average turnover of about 1.6 days; Yangshan about 1.9 days; Ningbo about 2.1 days. Singapore has an average in - port time of 1.4 days; Port Klang 2.2 days [2] - **In - Port Duration**: Yangshan is 45.9 hours (month - on - month +2.3 hours, year - on - year +19.3 hours); Ningbo is 50.7 hours (month - on - month +3.2 hours, year - on - year +19.9 hours); Singapore is 33.8 hours (month - on - month - 0.5 hours, year - on - year +5.3 hours); Port Klang is 33.5 hours (month - on - month - 8.0 hours, year - on - year +12.1 hours) [6] European Ports - **Waiting and Berthing Times**: Rotterdam, Antwerp, Hamburg, and Bremen have different waiting and berthing times. With the end of summer, congestion may improve, but German ports face continued pressure [2] - **In - Port Duration**: Rotterdam is 52.7 hours (month - on - month - 6.1 hours, year - on - year +1.4 hours); Hamburg is 71.0 hours (month - on - month - 6.8 hours, year - on - year - 30.4 hours) [6] North American Ports - **Waiting and Berthing Times**: Long Beach, Los Angeles, and Tacoma have long berthing times, but North American ports operate well [2] - **In - Port Duration**: Long Beach is 104.3 hours (month - on - month - 12.8 hours, year - on - year - 9.4 hours); Los Angeles is 106.0 hours (month - on - month - 6.8 hours, year - on - year - 20.3 hours) [6] Large Ship Arrival and Key Hub Monitoring - **Large Container Ship Arrivals**: Different ports have different arrival numbers of large container ships of different sizes, and different alliances also have different arrival numbers of 1.2w+ container ships in different regions [42][45][47] - **Canal and Cape Passage Conditions**: The passage numbers and volumes of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented [47]

Group 1 - Hainan Free Trade Port is entering the final stage of its full island closure operation, set to officially launch on December 18 this year [1] - The implementation of the free trade port policies is accelerating across various regions and industries in Hainan, with significant progress observed [1] - The Yangpu International Container Terminal is experiencing increased activity, with a focus on container handling and maintenance services [1] Group 2 - The successful completion of the first bonded maintenance service for imported cold chain container parts marks an expansion of Hainan's bonded maintenance policy [2] - The demand for maintenance and inspection services is growing as Yangpu Port enhances its international hub functions and foreign trade routes [2] - Since the release of the Hainan Free Trade Port construction plan in June 2020, various liberalization measures have been implemented, laying a solid foundation for the full closure operation [2] Group 3 - A new special vehicle modification company in Hainan is leveraging the duty-free policy to capture the automotive modification market [3] - The processing and value-added domestic sales duty-free policy will be further optimized post-closure, reducing production costs for enterprises [3] - The attractive policy package includes zero tariffs and tax incentives, encouraging more companies to invest in Hainan [3] Group 4 - A promotional event for private enterprises to participate in the Hainan Free Trade Port construction attracted over 100 companies, resulting in 42 signed projects across various sectors [6] - The Hainan Free Trade Port is seen as a crucial platform for international business, with companies like New Hope Group planning to utilize its financial policies [6] - The arrival of the "Lighthouse Star" cruise ship at Sanya marks a significant milestone in the port's operations, showcasing streamlined customs processes [6] Group 5 - The full island closure operation signifies a new phase in the construction of Hainan Free Trade Port, with a focus on policy implementation and attracting quality investments [6]