Core Viewpoint - North Bay Port's stock has shown significant growth this year, with a 25.90% increase, and recent trading activity indicates strong investor interest and liquidity [2][3]. Group 1: Stock Performance - As of December 24, North Bay Port's stock price is 9.76 CNY per share, with a market capitalization of 23.128 billion CNY [1]. - The stock has increased by 9.91% over the last five trading days, 11.67% over the last 20 days, and 15.11% over the last 60 days [2]. - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) twice this year, with the most recent instance on April 15, where it recorded a net buy of -72.5592 million CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, North Bay Port reported a revenue of 5.535 billion CNY, reflecting a year-on-year growth of 12.92% [3]. - The net profit attributable to shareholders for the same period was 789 million CNY, which represents a year-on-year decrease of 13.89% [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for North Bay Port is 59,400, an increase of 42.47% from the previous period [3]. - The average number of circulating shares per shareholder is 31,217, which has decreased by 29.81% compared to the previous period [3]. - Cumulatively, North Bay Port has distributed 3.034 billion CNY in dividends since its A-share listing, with 1.396 billion CNY distributed over the last three years [4].

山东港口烟台港打造"原矿买全球、混矿卖全球"矿产品供应链新图景 据了解，在此之前，钢厂进口不同品位的矿石，再进行二次混合，不仅需要庞大的堆场和昂贵的混匀设 备，反复的装卸、转运也意味着时间和金钱的双重损耗。保税混矿业务，正是将这道关键的"调味"工 序，前移至了港口前沿。海关的特殊监管政策，允许进口矿石在保税状态下进行物理混合作业。 "这相当于把钢厂料场的混配车间，'搬'到了码头边上。"烟台海港国际物流有限公司副经理王馨说，"对 我们钢厂客户而言，省去了厂内混配的巨大投入和繁琐流程，拿到手的就是可以直接入炉的'标准餐'， 生产效率大幅提升，综合成本显著下降。对港口来说，这是实打实的增值服务，链条向上游延伸了一大 步。" 得益于中国港口优越的地理位置、高效的物流体系和保税政策的便利，邻近国家的钢铁巨头也纷纷将目 光投向这里。原本在本国或第三国进行的混配作业，如今更多地被转移到烟台港等中国港口。今年以 来，烟台港完成的近600万吨铁矿石混配矿中，超过80%转口至境外企业。 保税混矿：在港口把矿石调配成标准餐 冬日的山东港口烟台港，巨轮往返、岸吊穿梭。在烟台港保税堆场内，来自巴西、秘鲁等全球主要矿山 的铁矿石，分门别 ...

Core Insights - The transportation industry plays a crucial role in economic and social development, with significant investments and infrastructure improvements planned for the upcoming years [1][2][3] Investment and Infrastructure Development - In 2023, transportation fixed asset investment is expected to exceed 3.6 trillion yuan, with new additions including over 2,000 kilometers of high-speed rail, approximately 8,000 kilometers of expressways, and about 900 kilometers of high-grade waterways [1] - The total fixed asset investment during the "14th Five-Year Plan" period reached 18.8 trillion yuan, significantly enhancing the comprehensive capacity and operational efficiency of the transportation sector [2] - Major infrastructure projects such as the Shenzhen-Zhongshan Bridge and the Beijing-Harbin Expressway have been completed, marking significant progress in the national comprehensive transportation network [2] Strategic Focus for the "15th Five-Year Plan" - The "15th Five-Year Plan" emphasizes accelerating the construction of a strong transportation nation and improving the modern comprehensive transportation system [3] - Key areas of focus include integrated transportation, safety enhancements, digital transformation, and green upgrades, with plans for major engineering projects and reforms [3] Artificial Intelligence in Transportation - The transportation sector is rapidly adopting new technologies, including the implementation of AI across various modes of transport [4][5] - The Ministry of Transport is working on building a national comprehensive transportation information platform and deploying AI models to enhance operational efficiency and reduce logistics costs [6][7] - AI applications are being explored in areas such as automated driving, intelligent scheduling systems, and multi-modal logistics service platforms [6][7] Consumer Engagement and Market Expansion - The government is focusing on enhancing consumer experiences in transportation, with initiatives aimed at promoting yacht and cruise consumption, as well as expanding the small and micro car rental market [8][9] - The small car rental market is projected to grow at an annual rate of approximately 15% during the "15th Five-Year Plan" period, with efforts to optimize rental services at transportation hubs [9] - Development of scenic self-driving routes is also a priority, leveraging national and provincial road resources to improve service quality for travelers [10] Pilot Projects and Best Practices - Successful pilot projects, such as the Hainan Island tourism highway, serve as models for integrating transportation and tourism, enhancing service quality and management levels [10] - The Ministry of Transport plans to promote the experiences and outcomes of these pilot projects to other regions, contributing to the overall development of the transportation sector [10]

证券代码：601008 证券简称：连云港公告编号：临2025-063 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2025年12月23日 (二)股东会召开的地点：江苏省连云港市连云区中华西路18号港口大厦23楼2316会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ 江苏连云港港口股份有限公司 2025年第三次临时股东会决议公告 (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议采取现场投票和网络投票相结合的方式。现场会议由王国超先生主持召开。本次会议的召集和 召开符合《公司法》、《公司章程》等法律、法规及公司规章制度的规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事9人，列席9人，其中独立董事倪受彬、沈红波、侯剑以视频通讯方式列席本次会议。 2、董事会秘书沙晓春列席本次会议；公司高级管理人员张钦、徐云、卢友兵列席了本次现场会议。 二、议案审议情况 (一 ...

天津中铁储运有限公司股权进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 为优化资产结构，有效整合资源，天津港股份有限公司（以下简称"公司"）全资子公司天津港物流发 展有限公司（以下简称"物流发展"）在天津产权交易中心挂牌以2,252.43万元向天津开发区聚泰工贸有 限公司（以下简称 "聚泰工贸"）转让其持有的天津中铁储运有限公司（以下简称"中铁储运"）60%股 权。 ● 本次交易无需提交公司股东会审议，不构成《上市公司重大资产重组管理办法》规定的重大资产重 组，不涉及关联交易。 一、交易概述 证券代码：600717 证券简称：天津港 公告编号：临2025-035 天津港股份有限公司关于子公司出售 （一）本次交易的基本情况 为优化资产结构，聚焦核心主业，防范运营管理风险，物流发展在天津产权交易中心挂牌转让其持有的 中铁储运60%股权，挂牌价格为2,252.43万元，最终股权转让价格2,252.43万元。 该事项已经公司十一届三次临时董事会会议审议通过，并已履行天津产权交易中心公开挂牌程序，具体 请见 ...

Group 1 - The company held its 23rd meeting of the 6th Board of Directors on December 22, 2025, with 14 out of 16 directors present, meeting the legal requirements for quorum [2][5] - The meeting unanimously approved the acquisition of 100% equity of Zhoushan Port Comprehensive Bonded Zone Terminal Co., Ltd. from its controlling shareholder, Ningbo Zhoushan Port Group Co., Ltd., for a cash consideration of RMB 705,970,273.69 [4][10] - The acquisition is aimed at resolving issues of industry competition and will not constitute a major asset restructuring as defined by regulations [10][11] Group 2 - The acquisition price represents a premium of RMB 127,281,822.03, or 21.99%, over the book value of the terminal's equity as of September 30, 2025 [12][20] - Following the acquisition, the terminal will become a wholly-owned subsidiary, allowing the company to exert substantial control and integrate it into the provincial port operations [12][36] - The terminal's existing infrastructure and strategic location are expected to enhance the company's overall operational efficiency and financial performance [36][37] Group 3 - The terminal has a total area of approximately 340,000 square meters, with facilities capable of handling various cargo types, including bulk and containerized goods [19][36] - The terminal's operational capabilities and geographical advantages will help alleviate congestion at the core port area and improve service efficiency for medium-sized vessels [37][38] - The acquisition is expected to expand the company's customer base and enhance its competitive edge in the market by offering unique bonded services [38][39]

Core Insights - The company achieved a cargo throughput of 11.37 million tons by November, representing a year-on-year increase of 32% [1] - The market share at the port increased from 46% to 52% [1] - Container and bulk cargo volumes grew by 44% and 39% respectively, while automobile throughput increased by 16% [1] - The company attributes its performance to enhanced operational efficiency and overall competitiveness amid weak global trade growth [1]

（文章来源：证券日报） 证券日报网讯 12月23日，辽港股份发布公告称，公司2025年第三次临时股东会审议通过《关于实际控 制人、间接控股股东及控股股东为进一步避免同业竞争补充承诺的议案》。 ...

Core Viewpoint - Zhuhai Port emphasizes its commitment to steady development, focusing on the core businesses of port logistics and new energy, aiming to deliver better performance to investors while enhancing communication in the capital market [1] Group 1: Business Strategy - The company aims to enhance its operational performance and shareholder value through value management as a guiding principle [1] - After acquiring a controlling stake in Xiugang Co., the asset scale and operational performance of Xiugang Co. have steadily improved [1] Group 2: Shareholder Engagement - Xiugang Co. prioritizes sharing development results with shareholders and adheres strictly to regulatory requirements [1] - The company plans to continue its steady development of core businesses, improve core competitiveness, and enhance long-term investment value while actively rewarding investors through various means, including cash dividends [1]

Core Insights - Shandong Port Yantai Port has reached a peak in coal operations, marking a significant milestone in China's "West Coal East Transport" initiative, with cumulative unloading exceeding 20 million tons since the opening of the Guoneng railway in 2021 [1] Group 1: Operational Achievements - The Shandong Port Yantai Port has successfully opened the "Second Major Channel for West Coal East Transport to Longkou Port," enhancing coal transportation efficiency through a comprehensive supply chain service solution [2] - Rail transport frequency has increased from one train per day to a peak of nine trains per day, facilitating efficient coal movement via intermodal transport [2] - The port has handled eight types of coal, including "Shitan 4000" and "Shen Jian 1," significantly meeting regional coal demand [2] Group 2: Efficiency and Capacity - Longkou Port has implemented strategies to enhance coal turnover speed, achieving a record of over 60,000 tons of coal operations per day and a monthly unloading volume of over 700,000 tons for Guoneng coal [2] - The port has completed over 10 million tons of iron ore operations, showcasing its capacity to handle diverse cargo efficiently [3] - Collaborative efforts with other ports and the establishment of direct logistics channels have improved the seamless integration of domestic rail and international shipping [3]