7万吨级泊位+1束3线新铁路！《南京港总体规划》获批后首批落地的工程正式开工 龙潭港区扩容：联运通欧亚，辐射陕甘宁 □ 南京日报/紫金山新闻记者 吴春霞 通讯员 宁交宣 9月30日上午，南京港口重大项目开工活动在龙潭港区举行。记者从现场获悉，南京港龙潭港区七期工 程、龙潭港区铁路专用线扩能增效建设工程当日正式开工，其中龙潭港区七期工程是《南京港总体规 划》获批后首批落地的工程项目。两大项目建成后，将进一步完善龙潭国家物流枢纽功能，助力提升南 京区域性航运物流中心对中西部地区的辐射带动效应。 2024年，《南京港总体规划（2024—2035年）》获交通运输部和江苏省政府联合批复，规划形成"一港 十三区"的发展格局。其中明确提到，龙潭港区是南京港未来发展的重点港区之一。 事实上，作为《南京市国土空间总体规划（2021—2035年）》明确的南京五大城市核心功能之一，南京 区域性航运物流中心经过十余年发展，已取得显著阶段性成果。 截至目前，南京港建成生产性泊位188个、年设计通过能力1.9亿吨，其中集装箱通过能力183万标箱， 基本建成龙潭、西坝、新生圩三大核心枢纽港区及配套的集疏运体系，开通近远洋集装箱航线16条， ...

证券日报网讯北部湾港（000582）9月30日在互动平台回答投资者提问时表示，公司高度重视国际航线 网络的开拓与完善，截至目前，共开通内外贸集装箱航线91条，其中外贸集装箱航线56条(远洋航线9 条)，外贸集装箱航线占比61.54%。近洋航线实现东南亚、东北亚区域主要港口全覆盖；远洋航线方 面，配套了联通至非洲、北美、南美、印巴区域以及太平洋岛国等地区的直航航线服务。公司将持续关 注腹地企业的出口需求，结合货源数量及结构，积极与船公司沟通协调，为客户提供更优质的航线服 务。 ...

Core Viewpoint - The commencement of major projects at Nanjing Port aims to enhance its logistics capabilities and strengthen its position as a regional shipping and logistics center, particularly benefiting the central and western regions of China [1][3]. Group 1: Project Details - The Nanjing Port Longtan Port Area Phase VII project and the railway dedicated line expansion project have officially started, which will improve the logistics hub functions of Longtan National Logistics Hub [1][3]. - The Phase VII project includes the construction of a 70,000-ton general berth, utilizing a 310-meter port shoreline, with an annual throughput capacity of 4 million tons, focusing on various cargo types [3]. - The total land area for the port area is 122,658 square meters, with a designed annual throughput capacity of 4.21 million tons, expected to be completed between 2025 and 2027 [3]. Group 2: Railway Expansion - The railway dedicated line expansion project will enhance the railway transport capacity of the port area, adding a new container loading and unloading line and extending the existing unloading line to 1,050 meters [4][6]. - After the expansion, the railway capacity will double, reaching over 500,000 containers, and will strengthen the port's connectivity to central and western regions [6]. Group 3: Regional Logistics Development - Nanjing has made significant progress in establishing itself as a regional shipping logistics center, with 188 operational berths and an annual design throughput capacity of 190 million tons [7]. - The port has opened 16 near and far ocean container shipping routes, and the draft of vessels entering Nanjing Port has increased to 11.8 meters [7]. - By 2035, Nanjing aims to fully develop a comprehensive regional shipping logistics center, targeting a cargo throughput of 400 million tons and a container throughput of 6.3 million TEUs [7].

格隆汇9月30日丨天津港发展(03382.HK)发布公告，2025年9月30日，远晟仓储公司(公司的附属公司)透 过天津滨海中心负责组织实施的挂牌出让竞买，以人民币3.03亿元成功竞得位于天津市滨海新区天津港 的该地块的土地使用权。收购事项相关成交确认书已于同日取得，而土地使用权出让合同预计将于2025 年10月21日或之前订立。远晟仓储公司已支付挂牌出让竞买保证金人民币6060万元。 该土地编号为津滨港(挂)G2025-2号，位于天津市滨海新区天津港南港东路以南、东四路以西，四至为 东至东四路，南至已出让用地，西至东三路，北至已出让用地。总土地面积约43.15万平方米，总建筑 面积约43.14万平方米，土地用途为港口码头用地。 ...

Core Viewpoint - Tianjin Port Development (600717) has successfully acquired land use rights for a plot in Tianjin Binhai New Area for RMB 303 million, aiming to enhance its bulk cargo handling capabilities and overall competitiveness in the dry bulk business [1] Group 1: Acquisition Details - The acquisition was conducted by Yuanchen Warehousing Company, a subsidiary of Tianjin Port Development, through a public bidding process [1] - The land use rights acquisition contract is expected to be signed by October 21, 2025 [1] - A deposit of RMB 60.6 million was paid for the bidding process [1] Group 2: Strategic Implications - The acquisition is part of a broader strategy to advance the construction of storage yards, thereby improving the bulk cargo functionality layout in the Tianjin Port area [1] - This initiative aims to promote the scale and intensive development of bulk cargo transportation, enhancing storage capacity to meet the demands of dry bulk shipping and customer dispatch needs [1] - The overall goal is to strengthen the comprehensive competitiveness of Tianjin Port's dry bulk business and create greater benefits for the company [1]

Core Viewpoint - Tianjin Port Development (03382) successfully acquired land use rights for a plot in Tianjin Port for RMB 303 million, enhancing its bulk cargo capabilities and competitiveness in the market [1] Group 1: Acquisition Details - The acquisition was conducted by Yuansheng Warehousing Company, a subsidiary of Tianjin Port Development, through a public bidding process [1] - The land use rights acquisition confirmation was obtained on September 30, 2025, with the contract expected to be signed by October 21, 2025 [1] - A deposit of RMB 60.6 million was paid for the bidding process [1] Group 2: Strategic Implications - The acquisition aims to advance the construction of a yard project, improving the layout of bulk cargo functions in the Tianjin Port area [1] - It is expected to promote the scale and intensive development of bulk cargo transportation, enhancing storage capacity to meet the demands of dry bulk shipping and customer dispatch [1] - This strategic move is anticipated to strengthen the overall competitiveness of Tianjin Port's dry bulk business, creating greater benefits for the company [1]

Group 1 - The core report, the Container Port Performance Index (CPPI) 2020-2024, indicates that seven Chinese ports are ranked among the top ten globally in 2024, with Dalian Port rising to fourth place [1][4] - The CPPI covers 403 ports worldwide, utilizing data from over 175,000 ship calls and 247 million container operations, assessing ports based on turnaround time, cargo handling, infrastructure quality, and digital integration [4] - Dalian Port's ranking improved from 42nd to 14th and then to 4th over three years, attributed to advancements in automation, IT applications, and data sharing among port and logistics entities [4] Group 2 - Dalian Port has expanded its service network, adding direct shipping routes to key regions including Europe and South America, with a total of 106 container shipping routes covering over 300 ports in 160 countries [5] - The port has maintained rapid growth in container throughput for four consecutive years, enhancing its status as a foreign trade hub and supporting high-level openness for Dalian [5] - The "Dayaowan Smart Port 2.0" project was completed in December 2022, introducing innovative concepts such as "smart operations," "intelligent management," and "eco-friendly environments" to enhance port efficiency [5]

Core Viewpoint - The company, Chongqing Port, is experiencing a decline in stock performance, with a recent drop of 0.77% and a total market capitalization of 6.12 billion yuan, indicating potential challenges in the current market environment [1]. Company Overview - Chongqing Port specializes in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade logistics [2][3]. - The company has developed specialized terminals for containers, general cargo, and chemicals, leading to its position as the top port in terms of cargo throughput in the southwestern region of China [2]. - As a state-owned enterprise, Chongqing Port is ultimately controlled by the Chongqing State-owned Assets Supervision and Administration Commission [3]. Strategic Positioning - The company is strategically located at key national initiatives such as the "Belt and Road" and the Yangtze River Economic Belt, serving as a crucial hub for connectivity [3]. - Chongqing Port focuses on multi-modal transport, integrating resources across warehousing, shipping, rail, and road logistics to enhance trade and supply chain logistics [2]. Financial Performance - For the first half of 2025, Chongqing Port reported revenue of 2.255 billion yuan, reflecting a year-on-year growth of 3.57%, while net profit attributable to shareholders decreased by 88.36% to 5.6853 million yuan [7]. - The company's revenue composition includes 54.28% from trade, 31.90% from loading and agency services, and 13.13% from comprehensive logistics [7]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 18.82% to 44,100, while the average number of shares held per shareholder decreased by 15.84% [7]. - The stock has seen a net outflow of 6.1662 million yuan from major investors, indicating a trend of reduced investment interest [4][5]. Technical Analysis - The average trading cost of the stock is 5.84 yuan, with the current price approaching a support level of 5.16 yuan, suggesting potential volatility if this support is breached [6].

Core Viewpoint - The article discusses the performance and strategic significance of Lianyungang Port Co., Ltd., highlighting its role in the Belt and Road Initiative and its operational challenges in recent financial results. Company Overview - Lianyungang Port Co., Ltd. is primarily engaged in the loading, storage, and port management of cargo at sea ports, with a focus on various goods including coal, nickel ore, iron ore, and grain [7] - The company is state-owned, with the ultimate controller being the Lianyungang Municipal Government's State-owned Assets Supervision and Administration Commission [3] - As of June 30, 2025, the company reported a revenue of 1.231 billion yuan, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million yuan, down 41.58% year-on-year [7] Industry Context - Lianyungang is a key node in the Belt and Road Initiative, having established logistics bases and stable operations for Central Asia and Europe freight trains, aiming to become a core area and strategic pilot zone for the initiative [2] - The company operates in a competitive environment, with its main business segments contributing 76.88% from loading and related services, 17.98% from comprehensive logistics, and 3.55% from financial services [7] - The port handles over 60% of the container transport volume for the land bridge transit, benefiting from its unique geographical location [2] Financial Analysis - The stock's average trading cost is 6.10 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6] - The stock price is near a support level of 5.66 yuan, indicating potential for a rebound if this level holds [6] - Recent trading data shows a net outflow of 4.6335 million yuan from main funds, with a continuous reduction in holdings over the past few days [4][5]

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, benefiting from the development of the Guangdong-Hong Kong-Macao Greater Bay Area and the national economic landscape, with significant expectations for overall listing in the market [2][4]. Company Overview - Shenzhen Yantian Port Co., Ltd. was established on July 21, 1997, and listed on July 28, 1997. The company is located in Yantian District, Shenzhen, Guangdong Province [7]. - The main business activities include port investment and operation, terminal construction project management, toll highway operation management, customs supervision warehouses, and other port-related warehousing operations [7]. - The revenue composition of the company is as follows: port cargo handling and transportation (59.49%), highway tolls (30.11%), and warehousing and other services (10.41%) [7]. Business Dynamics - The company operates in the port industry, which is closely linked to the national and regional economic trade development. The port serves as a crucial hub connecting domestic and international markets, enhancing the value of logistics, capital, trade, and data [2][4]. - In May 2022, Kunshan Zhongpin Cold Chain Logistics Co., Ltd. became a wholly-owned subsidiary of Yantian Port Cold Chain Investment Holdings Co., Ltd. [2]. Financial Performance - As of June 30, 2025, Yantian Port achieved an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [8]. - The company has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.557 billion yuan distributed over the past three years [8]. Market Position - Yantian Port is recognized as one of the highest single-port container throughput terminals globally and is expected to benefit from the development of the Greater Bay Area [2][3]. - The company is controlled by the State-owned Assets Supervision and Administration Commission of the Shenzhen Municipal People's Government [3]. Shareholder Dynamics - As of June 30, 2025, the number of shareholders reached 65,000, an increase of 14.09% from the previous period, with an average of 48,673 circulating shares per person, up by 23.26% [8].