这一次， 广西能否抓住这波流量实现逆天改命？ 以下文章来源于秦朔朋友圈 ，作者巫珩 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公众号、微博、视频节目、音频节目等。内容聚焦于 经济、金融和商业领域，关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。 文 ｜ 巫珩 来源｜ 秦朔朋友圈（ID：qspyq2025） 封面来源 ｜ Pexels 广西的第一个机会， 是东盟 2023年，中越两国在河内发布了深化和提升全面战略合作伙伴关系的联合声明，之后两国可谓干劲十足。 今年4月，中越铁路合作机制在越南正式启动，这意味着中越两国关于推动跨境标准轨铁路联通的动作，有了实质性的进展。 广西是一个很特别的省份。 从地理位置上看，它地处西部，却又沿海。它毗邻广东，又与越南紧紧挨着，北望西部，南眺海南岛。它是全国唯一一个沿海的自治区，享受着西部大开 发政策的红利。 本来广西坐拥这样一个左右逢源的地缘位置，发展前景应该是很可观的，但至今它的经济话语权并不高。 实际上，国家过去给广西的重量级政策可不少。1984年，北海市就入围首批沿海开放城市。2 ...

标准国际化是加强"软联通"的重要内容。"十四五"以来，交通运输领域在标准国际化方面取得了哪些成 效？近日，交通运输部举行例行新闻发布会，介绍了有关情况。 （文章来源：人民日报） "标准化建设在推进港口综合竞争力提升中发挥着基础性、引领性作用。"交通运输部水运科学研究院副 院长陈朝分析，在数字化转型方面，通过制定区块链技术应用、电子单证应用、设备远程操控等标准， 港口运营效率和智能化水平得到有效提升；在绿色低碳方面，持续推进港口岸电应用、码头二氧化碳排 放核算和绿色港口评价等标准制定工作，有效降低了港口对环境的影响。 "建立ISO港口码头技术机构，将促进全球港口码头在建设运营等各环节的高效协同与可持续发展。"国 际标准化组织船舶与海洋技术委员会港口码头分委会主席李义明说，统一的港口标准将减少技术壁垒， 便于不同国家和地区港口间的船舶、货物和信息流动，提高全球物流效率；标准化的港口设施和作业流 程，能够有效降低船舶在不同港口间的适应成本，促进贸易便利化。 标准国际化合作范围不断扩大。目前，我国已与71个国家和区域组织、国际机构签署了125份合作文 件，各类双多边合作机制有效运行。 参与标准国际化治理能力持续增强。 ...

Core Viewpoint - The stock price of Chongqing Port has hit a new high since April 2019, driven by multiple factors including the overall strength of the shipping sector, expectations of strategic integration by the controlling shareholder, deepening state-owned enterprise reforms, and the advancement of the Belt and Road Initiative, reflecting long-term optimism in the capital market regarding the integration and upgrading of China's logistics industry [2]. Group 1: Strategic Integration - The strategic integration between Chongqing Logistics Group and China Logistics Group has been a focal point since the announcement in February, with cross-appointments of executives seen as a precursor to the integration, which typically leads to resource injection and business synergy, enhancing overall competitiveness [3]. - The appointment of Xu Hong as both manager and director of the newly established China Logistics Group Holdings Limited and as chairman of Chongqing Port signals a substantial advancement in the strategic integration process [3]. - Upon completion of the integration, China Logistics Group is expected to become the new actual controller of Chongqing Port, allowing the port to leverage the resources of a leading state-owned enterprise and enhance its status as a national logistics hub [3]. Group 2: Financial Performance - Chongqing Port's core area, Guoyuan Port, has become a significant multimodal transport hub, with a 64% year-on-year increase in the number of trains operating on the Western Land-Sea New Corridor in 2024, accounting for 22% of the total in Chongqing [4]. - The cumulative number of China-Europe Railway Express trains has surpassed 100,000, with goods worth over $420 billion shipped, highlighting Chongqing Port's critical role in this logistics network [4]. - In Q1 2025, Chongqing Port reported total revenue of 1.11 billion yuan, a decrease of 20.3% year-on-year, and a net profit attributable to shareholders of -8.72 million yuan, compared to a profit of 7.65 million yuan in the same period last year [4][5]. Group 3: Cost Management - In Q1 2025, Chongqing Port's total sales, management, and financial expenses amounted to 81.88 million yuan, which, despite a year-on-year decrease, still exerted pressure on the company's profitability due to declining revenue [5]. - The company has announced that there are no other significant matters affecting stock price fluctuations aside from the ongoing strategic integration discussions [5].

4月29日公司发布的一季报数据显示，一季度公司共实现营业收入11.10亿元，同比下降20.30%，实现净 利润-871.67万元。（数据宝） 重庆港5月22日交易公开信息 （文章来源：证券时报网） 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1.77亿元，其中，买入成交额为1.09亿 元，卖出成交额为6847.15万元，合计净买入4043.02万元。 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四大卖出营业部，买入金额为 3723.25万元，卖出金额为1252.35万元，合计净买入2470.90万元。 资金流向方面，今日该股主力资金净流入806.32万元，其中，特大单净流入2420.47万元，大单资金净流 出1614.14万元。近5日主力资金净流入1.29亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 3723.25 | | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 2990.96 | | | | 部 | | | ...

Core Viewpoint - Chongqing Port Co., Ltd. experienced a significant stock price fluctuation, with a cumulative increase of 20% over three consecutive trading days, triggering abnormal trading conditions as per the Shanghai Stock Exchange regulations [1] Group 1: Stock Trading Abnormalities - The company's stock price increased by a cumulative 20% over three trading days (May 20, 21, and 22, 2025), which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [1] - The company conducted a self-examination and confirmed that there are no undisclosed significant information apart from what has already been disclosed [1] Group 2: Operational and Major Events - The company's production and operational activities are normal, with no significant changes reported in daily operations [2] - The only major matter under consideration is the potential strategic integration involving the indirect controlling shareholder, Chongqing Logistics Group Co., Ltd., and China Logistics Group Co., Ltd., which may lead to changes in the controlling shareholder and actual controller [2] - No other significant events that could impact the stock price have been identified, including major asset restructuring, share issuance, or significant business collaborations [2] Group 3: Financial Performance - The company reported a net profit of -8.72 million yuan for the first quarter of 2025, with a net profit attributable to shareholders, excluding non-recurring gains and losses, of -10.50 million yuan, representing a year-on-year decline of 3,605.87% [3] - The company's revenue for the first quarter of 2025 was 1,109.95 million yuan, reflecting a year-on-year decrease of 20.30% [3] Group 4: Board of Directors Statement - The board confirmed that there are no undisclosed matters that should be reported according to the Shanghai Stock Exchange listing rules, and all previously disclosed information is accurate [4] - The company emphasizes that all information should be verified through designated media and the Shanghai Stock Exchange website [4]

Group 1 - The core focus of the recent shareholder meeting of Cheung Kong Holdings (长和) was the progress of the port transaction, with Mediterranean Shipping Company (MSC) being one of the potential investors [1] - The management, including Li Ka-shing, participated in the meeting via video, and there was a notable absence of in-depth commentary on business matters, reflecting uncertainty about future predictions due to unpredictable factors [1][4] - Li Ka-shing expressed concerns about the impact of changing tariff policies and geopolitical tensions on the global economy, making it difficult to forecast future trends [4] Group 2 - The company indicated that the decision to increase dividends in the future will depend on various factors, including performance and external economic conditions [4] - The port and related services segment is the smallest among Cheung Kong's business divisions in terms of revenue and EBITDA contribution [4] - The retail business is expected to see strong growth in Europe and Asia, with plans to increase store numbers and enhance the "O+O" (online and offline) service platform [4][5] Group 3 - Cheung Kong is actively cooperating with local authorities regarding the merger of its UK telecom subsidiary "Three UK" with Vodafone, with expectations to complete the process by the end of the year [5]

重庆港(600279.SH)发布异动公告，经公司自查并书面函询公司控股股东，截至本公告披露日，除本公 司已披露事项外，不存在应披露而未披露的重大信息。公司目前生产经营活动正常，日常经营情况未发 生重大变化。公司董事、监事、高级管理人员、控股股东、间接控股股东和实际控制人在公司股票异常 波动期间不存在买卖公司股票的情形。 ...

智通财经5月22日电，阿达尼港口从星展银行获得约1.5亿美元用于资本支出的贷款。 ...

央视网消息：作为亚洲首个全自动化码头，5月22日上午，山东港口青岛港自动化码头桥吊平均单机作业效率达到每小时62.62个 自然箱，第13次刷新装卸效率世界纪录。 历时10小时35分钟，长331米的"凯普圣拉萨罗"轮上的最后一个集装箱完成卸载，青岛港自动化码头桥吊平均单机作业效率达到 了每小时62.62个自然箱，第13次创下自动化码头装卸效率世界纪录。 自2017年12月青岛港自动化码头首次创下装卸效率世界纪录以来，8年时间里，该码头已13次打破世界纪录。目前，青岛港自动 化码头的众多技术成果已成功输出到国内外多个港口，为全球港口智能化升级提供了"中国方案"。 今年以来，青岛港在软件系统、硬件设备、流程优化等多个方面持续发力，自动化码头自主研发的码头智能管控系统与设备智能 控制系统成为再次刷新世界纪录的关键。青岛港相关技术负责人表示，今年以来，青岛港融合人工智能、大模型等先进技术，能在毫 秒时间内从15余万个集装箱位置里选择最优位置堆码，同时还融合视觉感知和自动导引技术，让自动导引小车的运行间距缩短了 2.6%，运行速度提升了3.6%。 青岛港自动化码头基于国产信息平台自主研发的智能管控系统，可以达到"毫秒级" ...

记者萧峰 2025年4月29日，*ST锦港股份有限公司（以下简称"*ST锦港"或"*ST锦港B"，代码600190或900952）发 布公告称，公司收到中国证监会辽宁监管局下发的《行政处罚及市场禁入事先告知书》【2025】1号。 *ST锦港股份有限公司股票2025年5月20日收盘价已连续11个交易日低于1元，其中A股收盘价为0.97元/ 股，B股收盘价为0.049美元/股。根据《上海证券交易所股票上市规则》第9.2.1条第一款第三项规定， 在上海证券交易所（以下简称"上交所"）既发行A股股票又发行B股股票的上市公司，如果A、B股股票 连续20个交易日的每日股票收盘价均低于1元，公司股票可能被上交所终止上市交易，属于交易类强制 退市。根据《股票上市规则》第9.6.1条第二款规定，交易类强制退市公司股票不进入退市整理期交易。 从逾期披露到虚假记载 （一）法定期限内未披露《2024年半年度报告》 （三）关联交易未及时披露，报告存在重大遗漏 2022-2024年，刘辉实际控制的公司通过虚假贸易占用*ST锦港资金，未披露的资金占用发生额分别为： 2022年321,841.78万元（占净资产47.63%）；2023年55 ...