前十大流通股东累计持有： 82437.76万股，累计占流通股比： 69.46%，较上期变化： -54.73 万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 重庆港（600279）务物流集团有限公司 | 57793.48 | 48.69 | 不变 | | 国投交通控股有限公司 | 17696.56 | 14.91 | 不变 | | 重庆市万州港口(集团)有限责任公司 | 2182.69 | 1.84 | 不变 | | 赵波 | 1561.00 | 1.32 | 不变 | | 徐开东 | 885.80 | 0.75 | 不变 | | 香港中央结算有限公司 | 572.17 | 0.48 | -42.69 | | 重庆市城市建设投资(集团)有限公司 | 490.82 | 0.41 | -97.15 | | 丁章磊 | 438.10 | 0.37 | 新进 | | 赵学彬 | 429.35 | 0.36 | 不变 | | 高雪萍 | 387.79 | 0.33 | 不变 | | 较上个报告期退出前十大股东有 | | | ...

Core Viewpoint - The opening of the Huai Bin Central Port-Anyang Steel Group's new energy vehicle public-water intermodal transport channel marks a significant step towards low-carbon operations and enhanced logistics services at the Xinyang Port, transitioning it from a single inland river port to a comprehensive national river port [3][4]. Group 1: Low-Carbon Operations and Cost Efficiency - The new intermodal transport channel has led to a nearly 60% reduction in transportation costs for new energy vehicles compared to traditional diesel trucks, significantly decreasing carbon emissions and supporting the port's green development goals [4]. - Since its trial operation began on April 10, 2025, over 50 new energy trucks have been deployed to meet the transportation needs of the Xinyang Minggang Steel Plant [4]. Group 2: Container Throughput Growth - In its first operational year, the Huai Bin Central Port achieved a container throughput of 11,147 TEUs, exceeding its target by 185%. In 2023, the throughput reached 30,464 TEUs, a year-on-year increase of 173.29%, and is projected to reach 50,456 TEUs in 2024, marking a 65.62% growth [6]. - As of April 21, 2025, the cumulative cargo throughput reached 1.2708 million tons, a 152.49% increase, with key cargo types including iron ore, white marble, rice, outdoor furniture, yellow sand, fertilizers, and steel billets [7]. Group 3: Multi-Modal Transport Development - The Huai Bin Central Port has been recognized as a provincial multi-modal transport demonstration project, successfully implementing "iron-water" and "road-river-sea" intermodal transport for various goods [5]. - The port is actively expanding its service capabilities and promoting the application of new energy vehicles, aiming to enhance its logistics services and support regional economic development [7]. Group 4: Regional Economic Impact and Infrastructure Development - The development of the Huai Bin Central Port is part of a broader strategy to create a "one port, four zones" layout and a "one trunk, six branches" waterway network, facilitating high-quality inland shipping development [10]. - The port's growth is expected to stimulate surrounding industries, particularly shipbuilding, logistics, food, and manufacturing, contributing to the overall economic vitality of the region [9]. Group 5: Future Prospects and Strategic Goals - Future projects include the expansion and quality improvement of the port area, the construction of dedicated railway lines, and the establishment of customs supervision and bonded warehouses, aiming to position the Huai Bin Central Port as a key container freight hub in Henan Province [7][10]. - The port aims to integrate various functions, including port operations, shipping, customs clearance, and bonded logistics, to enhance its operational efficiency and sustainability [10].

A股港口航运板块异动拉升，连云港涨超6%，招商轮船、中远海能、重庆港、锦江航运、青岛港跟 涨。 ...

Core Points - The "Oriental Pearl No. 8" ferry has resumed operations, marking the restart of the passenger route from Dandong, China to Incheon, South Korea after a hiatus of 5 years and 3 months [1] - The resumption of this route signifies the complete restart of both container and passenger transport between Dandong and Incheon, enhancing trade efficiency between China and South Korea [1] - The ferry's maximum passenger capacity has been increased to 1,500, and significant upgrades have been made to the Dandong port's facilities to support the ferry's operations [1] Group 1 - Dandong Port's border inspection station has prioritized the ferry's resumption as a key annual task, implementing high-level planning and coordination with various agencies to ensure smooth operations [2] - A joint working group has been formed with local maritime and customs authorities to optimize support plans for the ferry's resumption [2] - Training programs for border inspection personnel have been enhanced to improve their operational capabilities, focusing on passenger inspection processes and emergency response [2] Group 2 - A special task force has been established to address potential peak periods of passenger traffic, with emergency plans in place to ensure efficient processing of entry and exit procedures [3] - The ferry operates on a schedule with departures from Dandong every Tuesday, Thursday, and Saturday at 5 PM, and returns from Incheon every Tuesday, Thursday, and Saturday at 8 AM [3] - Passengers are advised to allow sufficient time for customs and border checks and to keep their travel documents secure [3]

新华社吉隆坡4月27日电 题：中马合作推动区域航运物流新发展 新华社记者李萌 毛鹏飞 王嘉伟 时值四月，马来西亚历史名城马六甲海风和煦。这里曾是古老的海上丝绸之路所经之处，如今正在 中马携手努力下焕发出新的勃勃生机。 在距离马六甲市约130公里的巴生港，记者看到来自中国的建设者们与马来西亚当地同事们一起， 正全力以赴地投入港口集装箱码头扩建升级项目合作中，续写两国共建"一带一路"合作的新篇章。 为推动马东铁项目高水平运营，中马两国企业还成立联合运维公司。马来西亚交通部长陆兆福在联 合运维签约仪式上表示，马东铁将构建起连接马来西亚东西海岸的重要"陆上桥梁"，助力马来西亚更紧 密融入国际贸易体系。 据介绍，近年来，巴生港与中国企业在许多重点领域都保持着密切合作，尤其在港口建设、物流发 展和数字化转型方面的合作取得显著成果。中马港口联盟自2015年成立以来，成员单位也从最初的16个 扩展至24个。 "巴生港自由贸易区与东海岸铁路项目是马来西亚打造区域物流贸易中心的核心支柱。"欧阳捍华表 示，希望能够与中国继续深化绿色港口、贸易便利化、智能物流等方面合作，促进基础设施与产业投 资，加强科研创新能力建设和海事领域专业人 ...

李嘉诚卖港口一事，有新消息。 市场监管总局：长和港口交易各方不得采取任何方式规避反垄断审查 最初的交易方案是，阿庞特家族现有的港口运营商Terminal Investment Limited（TiL）获得全球港口资产51%的股份，贝莱德旗下的一家实体获得 49%的股份。那部分占了该交易中涉及的大部分资产，包括位于荷兰、德国、马来西亚和其他地方的集装箱码头。 对于这两个巴拿马港口，所有权结构正好相反：TiL获得49%的股份，贝莱德最近收购的基础设施投资机构Global Infrastructure Partners获得51%的 股份。 3月4日深夜，李嘉诚旗下长江和记实业有限公司在港交所公告，宣布与贝莱德牵头的财团达成原则性协议，出售其全球港口业务核心资产。 标的资产覆盖亚欧美洲23个国家的43个港口，涵盖199个泊位及配套的智能码头管理系统、全球物流网络等核心资源。其中涉及巴拿马港口公司 90%股权。 如此一来，该公司运营的巴拿马巴尔博亚和克里斯托瓦尔两个港口将被美国企业控制。 4月27日消息，日前，市场监管总局新闻发言人就长和港口交易事回答了记者提问。有记者问：据《华尔街日报》4月16日报道，长和出售海外港 ...

为规避同业竞争，2024年公司与间接控股股东重庆物流集团及其所属公司重新签署《托管协议》，托管 范围为：重庆果园件散货码头有限公司（100%股权）、重庆市万州港口（集团）有限责任公司（95.6% 股权）、重庆市涪陵港务有限公司（100%股权）、重庆果园大件货物码头有限公司（100%股权）、重 庆港盛船务有限公司（100%股权）、重庆江盛汽车物流有限公司（51%股权）、重庆黄磏港口物流有 限公司（50%股权）、重庆果园滚装码头有限公司（39%股权）、重庆郭家沱港埠有限公司（55%股 权）及重庆公路运输集团纳溪沟港务有限公司（100%股权）10家港航企业资产。同时，终止港务物流 集团及其一致行动人万州港与公司签署的所有《资产托管协议》及《资产托管补充协议》。 现将上述托管资产2024年度经审计后的净资产收益率公告如下： 证券代码：600279 证券简称：重庆港 公告编号：临2025－019号 重庆港股份有限公司 关于股东托管资产2024年净资产收益率情况的公告 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个别及连带责任。 2014年7月2 ...

Company Overview - Beibu Gulf Port announced a 2024 dividend distribution plan, proposing a cash dividend of 0.47 yuan per share (including tax), with a total cash payout of 109 million yuan, representing 8.97% of the net profit. This marks the 15th cumulative cash distribution since the company's listing [2] - The company reported a revenue of 7.003 billion yuan for the year, reflecting a year-on-year growth of 0.77%, and a net profit of 1.219 billion yuan, up 8.18% year-on-year. The basic earnings per share were 0.579 yuan, with a weighted average return on equity of 7.48% [2] Dividend History - The historical dividend distribution details show a consistent payout trend, with the most recent dividend of 0.47 yuan per share being lower than previous distributions, such as 1.95 yuan per share in 2023 and 1.51 yuan per share in 2024 [2] - The dividend yield for the latest distribution is 0.61%, which is lower compared to previous years [2] Market Performance - The stock experienced a net inflow of 3.0844 million yuan from main funds today, but there was a net outflow of 115 million yuan over the past five days [3] - The latest margin financing balance for the stock is 434 million yuan, with a decrease of 7.8526 million yuan over the past five days, representing a decline of 1.78% [4] Industry Context - In the transportation industry, 77 companies have announced their 2024 dividend plans, with China COSCO Shipping Holdings leading with a cash payout of 16.131 billion yuan, followed by Shanghai Port Group and China Merchants Highway with payouts of 3.376 billion yuan and 2.844 billion yuan, respectively [4]

Group 1 - Yangpu Port experienced significant growth in cargo and container throughput in Q1, with cargo throughput reaching 17.80 million tons, a year-on-year increase of 20.28%, and container throughput reaching 506,100 TEUs, a year-on-year increase of 7.12% [1] - The port's foreign trade container volume was 121,600 TEUs, up 12.63% year-on-year, while domestic trade container volume was 384,500 TEUs, up 5.49% year-on-year [1] - Yangpu Port expanded its route network, increasing the frequency of Middle East routes from monthly to bi-weekly and launching direct routes to Manila, Philippines, and Jakarta, Indonesia, maintaining growth in port operations [1] Group 2 - Yangpu Customs implemented an innovative "Internet+" inspection operation for local enterprises, achieving efficient online price verification and significantly reducing processing time from 7 days to just 1 day, improving efficiency by over 80% [2] - The new online inspection model allows enterprises to complete all necessary procedures without leaving their premises, enhancing convenience and operational efficiency [2] Group 3 - Yangpu is set to continue advancing major logistics projects, including the expansion of the regional international container hub port, aiming to create a comprehensive logistics system and enhance its global resource allocation capabilities [3] - The development will contribute to making Yangpu a more open and dynamic model for the Hainan Free Trade Port, aligning its economic openness with international standards [3]

Meeting Overview - The annual general meeting was held on April 18, 2025, at 15:00, combining both on-site and online voting methods [3][4] - A total of 397 participants attended the meeting, representing 393,231,230 shares, which is 53.0097% of the total shares [4][5] Voting Results - The following proposals were approved during the meeting: 1. The 2024 Annual Report received 99.9345% approval, with 392,973,749 shares in favor [7] 2. The 2024 Board of Directors' Work Report also received 99.9345% approval, with 392,973,849 shares in favor [8] 3. The 2024 Supervisory Board's Work Report was approved with 99.9414% support, totaling 393,000,749 shares [9] 4. The 2024 Profit Distribution Plan and 2025 Mid-term Dividend Plan received 99.9428% approval, with 393,006,249 shares in favor [10] 5. The 2025 Comprehensive Budget Plan was approved with 99.1174% support, totaling 389,760,533 shares [12] Legal Compliance - The meeting was conducted in accordance with relevant laws and regulations, including the Company Law and the rules of the Shenzhen Stock Exchange, as confirmed by the legal opinions provided by the attending lawyers [14]