（原标题：美威胁对华加征关税，商务部回应；Windows 10即将"停服"！｜南财早新闻） 今日关注 1、国内成品油将开启新一轮调价窗口。 2、本周，共有5只新股申购，分别为主板超颖电子、马可波罗、科创板的必贝特、西安奕材、禾元生 物。 2、2025年IMF和世界银行秋季年会将于10月13日至18日召开。 3、中国外汇交易中心优化"互换通"运行机制，10月13日起每日净限额将提至450亿元。 宏观经济 1、就美方日前宣布将对中方加征100%关税，商务部12日表示：美方行为严重损害中方利益，严重破坏 双方经贸会谈氛围，中方对此坚决反对。中方立场是一贯的，我们不愿打，但也不怕打。 2、日前，市场监管总局就对高通公司立案调查事介绍详情：高通公司在未进行申报、也未作任何沟通 的情况下完成收购。在相关事实清楚、证据确凿的基础上，市场监管总局依法对其进行立案调查。 3、国家邮政局数据显示，截至10月11日，今年以来我国快递业务量已突破1500亿件，比2024年达到 1500亿件提前了37天。 4、香港特区立法会指出，截至2024年，已有近10万名65岁及以上香港老人选择在广东省定居，广州、 佛山、中山等大湾区内地城市，是 ...

Investment Rating - The report recommends "Buy" for SF Express and Hai Chen Co., highlighting their valuation attractiveness and operational resilience [2][3]. Core Insights - The express delivery industry processed an average of over 900 million packages daily during the National Day and Mid-Autumn Festival period, with a total of 7.231 billion packages handled [2]. - The logistics sector is seeing stable prices for hazardous goods water transport, with a recommendation for Hai Chen Co. due to improved demand [2]. - The aviation sector is experiencing a 3.2% year-on-year increase in daily passenger transport during the holiday period, with recommendations for China National Aviation and Southern Airlines [3]. - The shipping industry shows a steady upward trend in oil transport indices, while container shipping rates are under pressure [4]. - Port cargo throughput and container throughput have shown month-on-month growth, indicating a favorable outlook for the sector [5]. Summary by Sections 1. Market Review - The transportation index rose by 1.0% from October 4 to October 10, outperforming the Shanghai Composite Index by 1.5% [12]. 2. Industry Fundamentals 2.1 Shipping and Ports - The container shipping index CCFI is at 1014.78 points, down 6.7% week-on-week and down 27.8% year-on-year [22]. - The oil transport index BDTI is at 1090.8 points, down 1.8% week-on-week but up 5.0% year-on-year [38]. 2.2 Aviation and Airports - The average daily flight volume increased by 4.01% year-on-year, with a total of 19.138 million passengers transported during the holiday period [3]. - The Brent crude oil price is at $62.73 per barrel, down 2.8% week-on-week and down 18.7% year-on-year [64]. 2.3 Rail and Road - National railway passenger volume reached 5.05 billion, up 6.6% year-on-year, while road freight volume was 37.48 billion tons, up 3.88% year-on-year [77][81]. 2.4 Express Delivery and Logistics - The express delivery business revenue reached 118.96 billion yuan, up 4.2% year-on-year, with a total volume of 16.15 billion packages, up 12.3% year-on-year [89].

Core Insights - The article highlights the record soybean throughput at Rizhao Port in September, attributed to the newly deployed domestic automated grain unloading system [1][7]. Group 1: Operational Efficiency - The automated grain unloading machine at Rizhao Port has significantly improved operational efficiency, achieving a 25% increase in hourly unloading capacity compared to existing mainstream unloading machines [7]. - The system allows remote monitoring of the entire operation process, including transfer, storage, and outloading [3]. Group 2: Technological Advancements - A technical team composed of universities and enterprises utilized 3D modeling and various sample designs to overcome technical challenges related to the coordinated operation of the screw, belt, and hopper [5]. - The new unloading system is expected to save approximately 1.85 million kilowatt-hours of electricity annually [7].

Core Insights - The construction of the first phase of the Fodu Container Terminal project at Ningbo-Zhoushan Port has officially commenced, marking a significant milestone in the development of a world-class port in Zhejiang Province [1][3]. Project Overview - The Fodu Container Terminal project is part of the ten landmark projects for building a world-class strong port in Zhejiang, featuring seven container berths of 200,000 tons and a planned annual throughput of 6.5 million TEUs [3]. - This project is the first hundred-billion-level terminal project initiated after the approval of the "Ningbo-Zhoushan Port Overall Planning (2035)" [3]. - The first phase includes the construction of two 200,000-ton container berths and related land facilities, with a designed annual throughput capacity of 2.01 million TEUs, expected to be completed by the end of 2027 [3][5]. Strategic Importance - The project aims to alleviate the bottleneck in container throughput capacity at Ningbo-Zhoushan Port, enhancing its ability to service ultra-large container ships and solidifying its position as a core global container hub [5]. - It is expected to stimulate the development of high-end shipping services, port manufacturing, and clean energy industries on Liuhong Island, attracting more upstream and downstream enterprises [5]. - The terminal will support the integrated development of the Yangtze River Delta and the construction of the Yangtze Economic Belt, providing more efficient maritime logistics channels for coastal and riverine areas [5].

Core Insights - The Yangtze River Economic Belt is a crucial support for the development of the Chinese nation, covering 11 provinces and cities, accounting for approximately 21% of the country's land area [1] - The focus is on ecological protection and restoration rather than large-scale development, leading to significant achievements in environmental conservation and a transformation in development methods [1] - The region is experiencing enhanced collaboration, with a trend towards comprehensive internal and external openness [1] Group 1 - Shanghai serves as the leading city and core engine of the Yangtze River Economic Belt, with the Xuhui Riverside becoming a vital growth area for the city's economy [3] - The Ningbo-Zhoushan Port is the world's largest in terms of cargo throughput and third in container throughput, with a total of 308 maritime routes [7] - The ecological restoration efforts in Taihu Lake are exemplified by the "Taihu Light," an innovative ecological dredging platform capable of cleaning 8,000 cubic meters of sediment daily [5] Group 2 - The Ten-Mile River Bay Park in Wuhu has transformed from a "dock gathering area" to an "ecological civilization model," enhancing the natural landscape and recreational opportunities for citizens [9] - The Jiangxi section of the Yangtze National Cultural Park emphasizes ecological and cultural preservation, creating a harmonious natural space along the river [10] - The Wuhan Yangtze River Bridge has significantly improved transportation efficiency and facilitated economic collaboration between northern and southern regions of China [12] Group 3 - The Dongting Lake, known as the "kidney of the Yangtze," is undergoing systematic governance to enhance flood control and ecological safety, supporting high-quality economic development [14] - The Chongqing area showcases a blend of historical culture and modern vitality, reflecting the innovative practices in the green transformation of the Yangtze Economic Belt [16] - The ecological protection measures in Sichuan's Hejiang County have led to a flourishing environment, with local initiatives ensuring the preservation of the Yangtze ecosystem [18] Group 4 - Guizhou's Hongfeng Lake is developing a tourism industry around its ecological resources, with 17 key rural tourism villages and 208 guesthouses established [20] - Yunnan plays a critical role in the ecological safety of the Yangtze River, with strict implementation of protection laws and initiatives to promote high-quality ecological development [22]

齐鲁晚报·齐鲁壹点记者于中国海事局监管信息公开栏获悉，10月11日，连云港港口集团有限公司（下称"连云港港口集团"）收连云港海事局罚单，处罚决 定书文号：海事罚字[2025]17002000224-1-1。 | mal | 民共和国海事局 语 | 首页 | 政务服务 | 执法监管 信息公开 | 咨询投诉 | 一 中华人民共和国海事局 | | --- | --- | --- | --- | --- | --- | --- | | | | | 1111 | | | | | | 查询服务 | 处罚信息公示详情 | | | | | | | 处罚结 | | | | | | | | 处罚机关 | | 被处罚人名称 | 连云港港口集团有限公司 | | | | | 统一社会 | | 案由 | 国内航行船舶进出港口、港外装卸站未依法向海事管理机构报告 | | | | | | | 处罚决定书文号 | 海事罚字[2025]17002000224-1-1 | | | | | 序号 | | 处罚内容 | 罚款人民币伍仟元整 | | | | | 1 | | 行政相对人(当事人)代 码 | 9132*****250P | | | | | ...

Core Insights - Snian Intelligent Driving has successfully won the bid for the procurement project of "unmanned container trucks and fleet management system" at Shandong Port Qingdao Port, marking the second time the company has secured a similar project from this unit in 2025 [1] Company Summary - Snian Intelligent Driving has demonstrated its capability in the autonomous driving sector by winning significant contracts [1] - The company is expanding its presence in the logistics and transportation industry through strategic partnerships and project wins [1] Industry Summary - The autonomous driving technology market is witnessing increased adoption in logistics, particularly in port operations [1] - The procurement of unmanned systems indicates a growing trend towards automation in the transportation sector, enhancing efficiency and reducing operational costs [1]

Core Viewpoint - The announcement details the change in the controlling shareholder of Chongqing Port Co., Ltd. through a merger, with no impact on the company's actual controller or financial status [2][8]. Group 1: Shareholder Change - The controlling shareholder change is executed via a merger, where Chongqing Logistics Group Co., Ltd. plans to absorb Chongqing Port Logistics Group Co., Ltd., leading to a change in the controlling shareholder from Port Logistics Group to Chongqing Logistics Group [2][3]. - The actual controller of the company remains the Chongqing Municipal State-owned Assets Supervision and Administration Commission, as the merger does not alter the ultimate control [2][8]. Group 2: Financial Impact - The merger will not affect the company's financial condition and does not harm the interests of the company or minority investors [2][8]. - The merger complies with the provisions of the "Measures for the Administration of the Acquisition of Listed Companies," specifically regarding exemptions from making a public offer [2][8]. Group 3: Shareholding Structure - Before the merger, Port Logistics Group directly held 577,934,762 shares, and through its subsidiary, it indirectly held 21,826,900 shares, totaling 599,761,662 shares, which accounted for 50.53% of the company's total share capital [4][5]. - After the merger, Chongqing Logistics Group will directly and indirectly hold the same number of shares, maintaining the 50.53% stake in the company [5][8].

当天集中开工的项目中，防城港港30万吨级进港航道工程(一期)建设规模为30万吨级散货船单向乘潮通 航，兼顾10万吨级散货船双向通航，航道总长23.1公里。北部湾港钦州港域大榄坪港区大榄坪南作业区 9号10号泊位扩建工程，改扩建为2个20万吨级集装箱泊位，设计年通过能力由161万标箱提升至201万标 箱。这两大标志性工程将直接服务于北部湾国际枢纽港能级提升，为靠泊全球大型船舶奠定基础，强力 支撑港口吞吐能力跨越式增长。 北部湾港股份有限公司副总经理纪懿桓介绍，防城港港30万吨级进港航道工程是提升北部湾港核心竞争 力的重大项目。项目总工期为36个月，分四个标段同步推进，将采取"半幅施工半幅通航"模式，保障施 工有序推进，且不影响港口的正常生产作业。针对航道水文和地质条件复杂的特点，将调配大型绞吸 船、耙吸船等先进施工设备进行组合作业，实现"海底绣花"般的高精度施工。 据悉，本次集中开工现场会以视频连线形式举行，在防城港市设主会场，南宁、柳州、钦州、河池市设 分会场(完) 图为开工 现场会。 俞靖 摄 本次集中开工项目包括防城港港30万吨级进港航道工程(一期)、北部湾港钦州港域大榄坪港区大榄坪南 作业区9号10号泊 ...

Core Viewpoint - Ningbo Port (601018.SH) expects to achieve a container throughput of 4.64 million TEUs by September 2025, representing a year-on-year increase of 13.3% [1] - The company anticipates a total cargo throughput of 105.12 million tons by September 2025, reflecting a year-on-year growth of 16.4% [1] Summary by Category Container Throughput - For the period from January to September 2025, the company projects a cumulative container throughput of 39.24 million TEUs, which is a year-on-year increase of 9.9% [1] Cargo Throughput - The expected cumulative cargo throughput for the same period is 911.45 million tons, indicating a year-on-year growth of 6.8% [1]