记者从浙江海事局获悉，为保障航线顺利开通和滚装船首航成功，温州海事部门联合海关、港务、铁 路、物流企业等多家单位，制定"一船一策"保障方案，开辟24小时"优先查验"绿色通道，实施"远程预 检+登轮检查"等，全方位保障船舶运输安全。 据悉，这条新航线的开通，将进一步拓宽浙江南部、福建北部地区汽车链条产品的出海物流渠道，为温 州港扩大口岸开放、完善外贸航线网络提供有力支撑。(完) 中新社温州9月15日电 (王逸飞 孙冬雪)搭载400辆新能源汽车的巴拿马籍滚装船"森林荣耀"15日在海事 巡逻艇的护航下，从浙江温州港状元岙港区出发驶往迪拜。这标志着温州至中东海上新航线正式开通， 其也是温州港建港以来首次开通用于新能源汽车整车滚装出运的航线。 "森林荣耀"系3100车位级汽车运输船，共计8层，内部设有专门的车辆停放空间和固定装置，使用登船 桥连接码头泊位后汽车可直接驶入。该轮自温州港出发，经停南沙港后前往目的港迪拜，总航行时间约 23天。 ...

Core Viewpoint - Hainan Free Trade Port will commence its closure operation on December 18, with Hainan Port and Shipping Holding Co., Ltd. ensuring smooth operation of the "second line port" through facility upgrades, process optimization, and smart regulation [1][6]. Group 1: Transportation and Logistics - From September 15, the Haikou New Port and Nanguan "second line port" have become the unified outbound passage for freight vehicles, enhancing the efficiency of cargo transport [3]. - Hainan Strait Shipping Co., Ltd. has optimized traffic organization by planning three dedicated routes for freight vehicles, reducing the time from external inspection to boarding [3][6]. - The implementation of an automated processing system for vehicle identification and data synchronization has been completed, improving the efficiency of the inspection process [3][4]. Group 2: Container Operations - Hainan Port and Shipping International Port Co., Ltd. has initiated multiple measures to support the stable operation of the "second line port" in Haikou and Yangpu [3]. - The Haikou Xiuying Port area has established operational management procedures for container customs clearance and conducted comprehensive drills to ensure readiness for complex business scenarios [3][4]. - Yangpu Port, as an international trade hub, has organized training on policies, equipment operation, and emergency measures, along with large-scale practical drills [3][4]. Group 3: General Operations and Future Plans - Hainan Port and Shipping General Terminal Co., Ltd. is enhancing facilities to meet the requirements of the "second line port" inspection area, optimizing gate passage efficiency [6]. - The company plans to continuously improve customs processes and supporting infrastructure to facilitate the overall closure operation of the island [6].

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Liaoport Co., Ltd. (02880), which rose over 10%, specifically by 13.33% to HKD 1.02, with a trading volume of HKD 89.1758 million [1] - Liaoport recently announced that Dalian Port has cumulatively increased its holdings of the company's A-shares by 149 million shares, accounting for 0.63% of the total share capital, with an investment amount of RMB 252 million, completing the buyback plan [1] - For the first half of 2025, Liaoport reported impressive financial results, achieving operating revenue of RMB 5.693 billion, a year-on-year increase of 5.93%, and a net profit attributable to shareholders of RMB 956 million, a substantial year-on-year growth of 110.78%, with basic earnings per share of RMB 0.040027 [1] Group 2 - The significant growth in Liaoport's half-year performance is attributed to increased revenues from oil products and container business, higher investment income from joint ventures, and the recovery of long-term receivables leading to a reversal of credit impairment losses [1]

Core Viewpoint - Liaoport Co., Ltd. (601880) has seen a significant stock price increase of over 10%, with a current rise of 13.33% to HKD 1.02, and a trading volume of HKD 89.1758 million, following the announcement of a share buyback and strong half-year financial results [1] Group 1: Share Buyback - Dalian Port has cumulatively increased its holdings in Liaoport's A-shares by 149 million shares, representing 0.63% of the company's total share capital, with a total investment of RMB 252 million, as of September 9, 2025 [1] Group 2: Financial Performance - For the first half of 2025, Liaoport reported a revenue of RMB 5.693 billion, reflecting a year-on-year growth of 5.93% [1] - The net profit attributable to shareholders reached RMB 956 million, marking a substantial year-on-year increase of 110.78% [1] - The basic earnings per share stood at RMB 0.040027, driven by increased revenues from oil and container businesses, higher investment income from joint ventures, and recovery of long-term receivables that reversed credit impairment losses [1]

Core Insights - The first Port and Shipping Supply Chain Development Forum in Henan was successfully held in Zhengzhou, focusing on the theme of "Port-Industry-City, Port-Shipping-Trade, Transport-Trade-Production" [1] - Nearly 200 experts and entrepreneurs from river and sea transport participated, discussing strategies for the development of Henan's port economy [1] Group 1 - The director of the Zhoukou Port Operations Office highlighted the strategic layout and achievements in industrial collaboration and logistics hub construction at Zhoukou Port [1] - Zhoukou Port has established a multi-modal transport system centered on bulk commodities like coal and grain, achieving efficient logistics integration through seamless connections of road, rail, and water transport [1] - The port is actively promoting the clustering and development of industries such as bio-chemicals and equipment manufacturing, transitioning from a "traditional port" to a "two-way circulation hub" [1] Group 2 - The forum facilitated discussions among representatives from various universities and enterprises on topics such as port industry clustering, multi-modal transport, smart ports, and green shipping [3] - The event clarified the strategic direction for Henan's transition from an "economic corridor" to a "corridor economy," providing a platform for key ports like Zhoukou to integrate into the provincial development framework [3] - Zhoukou Port aims to deepen the integration of port, industry, and city, contributing to the creation of a trillion-level port industry cluster in Henan [3]

Transaction Overview - Shenzhen Yantian Port Co., Ltd. announced the introduction of strategic investor COSCO Shipping (Xiamen) Co., Ltd. through a non-public capital increase in Guangdong Yantian Port Shenshan Port Investment Co., Ltd. [1][2] - The registered capital of Shenshan Port Investment Co. will increase from 52,931 million RMB to 66,163.75 million RMB, with COSCO Shipping acquiring a 20% stake [1][2][3] - The existing shareholder, Yantian Port Operation Co., Ltd., will reduce its stake from 100% to 80% but will remain the controlling shareholder [1][2] Strategic Importance - The investment aims to enhance the integrated operational capabilities of "shipping + port + logistics" and position Xiaomo International Logistics Port as a key gateway in the Guangdong-Hong Kong-Macao Greater Bay Area [1][13] - The partnership with COSCO Shipping is expected to optimize resource integration, improve service quality, and enhance market competitiveness [13] Financial and Operational Impact - The capital increase is anticipated to optimize the asset-liability structure and reduce liquidity risks, thereby improving the overall operational efficiency of the project [13][14] - The funds raised will be utilized for the second phase of Xiaomo Port's construction and normal operational expenses [12][13] Corporate Governance - The transaction does not constitute a related party transaction or a major asset restructuring as per relevant regulations [2][3] - COSCO Shipping will have the right to nominate one director and one deputy general manager in the Shenshan Port Investment Co. [9] Company Background - COSCO Shipping (Xiamen) Co., Ltd. is a wholly-owned subsidiary of China COSCO Shipping Corporation, established in 1993, with a registered capital of 1.29 billion RMB [4][5] - Guangdong Yantian Port Shenshan Port Investment Co., Ltd. was established in 2015, with a focus on the investment, construction, and operation of Xiaomo International Logistics Port [6][7]

Group 1 - The maritime department in Wenzhou has implemented a comprehensive "one ship, one policy" guarantee plan to ensure the smooth opening of shipping routes and the successful maiden voyage of the roll-on/roll-off ship "Forest Glory" [2][4] - A 24-hour "priority inspection" green channel has been established, along with remote pre-inspection and onboard checks to ensure the safety of vessel transportation [2][4] - The roll-on/roll-off ship "Forest Glory" is currently loading new energy vehicles at Wenzhou Port [3][6][7]

Core Viewpoint - Yantian Port announced a strategic investment by COSCO Shipping (Xiamen) Co., Ltd. to enhance the operational capabilities of the Xiaomo International Logistics Port, aiming to establish it as a key gateway in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 1: Investment and Capital Structure - The investment is facilitated through a non-public agreement, with COSCO Xiamen contributing 132 million RMB to increase the registered capital of Shenshan Port Investment Company from 529 million RMB to 662 million RMB [1] - Following the investment, COSCO Xiamen will hold a 20% stake in Shenshan Port Investment Company, while Yantian Port's subsidiary, Yantian Port Operation Company, will see its ownership reduced from 100% to 80% [1] - Despite the dilution of ownership, Shenshan Port Investment Company remains a subsidiary of Yantian Port Operation Company, and the consolidation scope of financial statements will remain unchanged [1]

Core Viewpoint - Goldman Sachs has raised the net profit forecasts for China Merchants Port (00144) and COSCO Shipping Ports (01199) for 2025 to 2027 by 2% to 6% [1] Company Summaries - COSCO Shipping Ports is favored due to strong performance at its European terminals and improved performance at Qianhai Port, with a projected dividend yield of 5% in 2025 and a target price increase from HKD 5.3 to HKD 6, rated as "Buy" [1] - China Merchants Port's target price has been raised from HKD 13.1 to HKD 14.2, rated as "Neutral" [1] Industry Insights - Despite increased US tariffs and trade uncertainties, the container throughput at mainland ports grew by 7% year-on-year in the first half of the year [1] - Future growth projections indicate year-on-year increases of 4.6%, 2.7%, and 2.5% for 2025, 2026, and 2027 respectively, suggesting a slowdown to 2% growth in the second half of 2025 [1] - China Merchants Port anticipates a 2% price increase in contract negotiations for 2026, while other operators expect no further price hikes beyond inflation adjustments [1] - Both China Merchants Port and COSCO Shipping Ports are optimistic about contract price growth for overseas terminals due to faster throughput growth and rising costs [1]

Core Points - The new inspection area at Haikou's Xinhai Port and Nanguan is set to streamline cargo vehicle inspections starting from September 15 at 9 AM [1] - The inspection area features two smart appointment devices for identifying whether cargo vehicles have made prior reservations [1] - Vehicles without reservations will be directed to a temporary parking area to complete online booking, while those with reservations can proceed directly to the port [1] Operational Efficiency - The second-level security inspection channel employs a scientific zoning management approach to achieve efficient traffic flow through multiple parallel channels [1] - Abnormal vehicles will be guided to manual inspection areas for verification, ensuring quick release for vehicles without safety hazards or prohibited items [1] - The process includes a closed-loop system of "inspection—verification—disposal" to swiftly address any issues and ensure safe passage [1] Reservation Requirement - Cargo vehicles departing from Xinhai Port and Nanguan must register for appointments via WeChat public accounts, and unregistered vehicles will not be allowed entry to the inspection area [1] - Haixia Co.'s Xinhai Ferry aims to enhance operational efficiency at the inspection area to facilitate smooth travel during peak holiday periods while improving safety and customs efficiency [1]