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港口航运板块走高 宁波海运涨停
news flash· 2025-04-10 01:44
港口航运板块走高,宁波海运(600798)涨停,连云港(601008)、锦江航运(601083)此前封板,珠 海港(000507)、日照港(600017)、国航远洋、宁波远洋(601022)、南京港(002040)等跟涨。 暗盘资金正涌入这些股票,点击速看>>> ...
统一大市场概念反复活跃 连云港4连板
news flash· 2025-04-09 01:35
统一大市场概念反复活跃 连云港4连板 智通财经4月9日电,统一大市场概念反复活跃,中欧班列方向领涨,连云港4连板,南京港、瑞茂通、 重庆港涨停,铁龙物流、飞力达、中储股份、华贸物流跟涨。消息面上,据杭州海关统计,一季度,浙 江中欧班列累计进出口货物6.3万标箱,同比增长4%。浙江中欧班列目前开设线路25条,辐射亚欧大陆 约50个国家和地区的160多个城市。 ...
厦门港务发展股份有限公司 关于举办2024年度业绩说明会的公告
● 会议召开时间:2025年04月10日(星期四)15:00-16:30 ● 会议召开方式:网络互动方式 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示: 三、投资者参加方式 ● 会议召开地点:价值在线(www.ir-online.cn) ● 会议问题征集:投资者可于2025年04月10日前访问网址https://eseb.cn/1naQUSyI5J6或使用微信扫描下 方小程序码进行会前提问,公司将通过本次业绩说明会,在信息披露允许范围内就投资者普遍关注的问 题进行回答。 ■ 厦门港务发展股份有限公司(以下简称本公司)已于2025年3月27日在《证券时报》《中国证券报》及 巨潮资讯网上刊登了《厦门港务发展股份有限公司2024年度报告全文》及《厦门港务发展股份有限公司 2024年度报告摘要》。为便于广大投资者更加全面、深入地了解公司的经营业绩、发展战略等情况,本 公司定于2025年04月10日(星期四)15:00-16:30在"价值在线"(www.ir-online.cn)举办本公司2024年度 业 ...
连云港涨停,上榜营业部合计净买入1418.53万元
连云港(601008)今日涨停,全天换手率13.96%,成交额7.92亿元,振幅8.58%。龙虎榜数据显示,营业 部席位合计净买入1418.53万元。 上交所公开信息显示,当日该股因日涨幅偏离值达17.45%上榜,营业部席位合计净买入1418.53万元。 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2.13亿元,其中,买入成交额为1.14亿 元,卖出成交额为9964.03万元,合计净买入1418.53万元。 具体来看,今日上榜营业部中,第一大买入营业部为国金证券股份有限公司成都新都区马超西路证券营 业部,买入金额为2679.86万元,第一大卖出营业部为国泰君安证券股份有限公司南京太平南路证券营 业部,卖出金额为2591.58万元。 资金流向方面,今日该股主力资金净流入8180.79万元,其中,特大单净流入1.14亿元,大单资金净流出 3253.38万元。近5日主力资金净流入2.01亿元。 龙虎大师 融资融券数据显示,该股最新(4月3日)两融余额为1.04亿元,其中,融资余额为1.04亿元,融券余额为 26.48万元。近5日融资余额合计减少137.43万元,降幅为1.30%。融券余额合计增加23.04 ...
李嘉诚卖港口后续!美国财团贝莱德发声!尝试“洗白”港口交易?
Sou Hu Cai Jing· 2025-04-01 23:26
Core Viewpoint - The sale of ports by Li Ka-shing to the American financial group BlackRock has raised significant concerns regarding national interests and strategic infrastructure, especially in the context of escalating US-China tensions [3][15]. Group 1: Transaction Details - Li Ka-shing's company, CK Hutchison Holdings, announced an agreement to sell 43 ports across 23 countries to BlackRock for $22.765 billion [3][6]. - BlackRock's transaction involves ports that handle one in every twenty shipping containers globally, highlighting the strategic importance of this deal [6][10]. - The primary operational partner for BlackRock in this transaction is the Mediterranean Shipping Company (MSC), which is the largest shipping group globally [7][8]. Group 2: Implications of the Deal - If the transaction is completed, BlackRock will significantly enhance its influence in the infrastructure sector, potentially controlling around 100 port investments globally through its GIP fund [10][12]. - The deal has sparked concerns in China, as it could lead to increased operational costs for Chinese shipping companies entering these ports, especially with the US considering imposing a service fee on Chinese vessels [15][17]. - The transaction has been met with public discontent, with calls for a review of the deal due to its implications for national security and economic interests [19][21]. Group 3: Potential Outcomes - There are four possible outcomes for the transaction: normal completion, modification of the deal to exclude sensitive ports, complete cancellation, or a split sale where strategic ports are sold to state-owned enterprises [19][21]. - The likelihood of the deal being canceled is considered high, given the ongoing scrutiny and regulatory reviews [19][21].
厦门港务: 监事会决议公告
Zheng Quan Zhi Xing· 2025-03-26 12:42
厦门港务: 监事会决议公告 证券代码:000905 证券简称:厦门港务 公告编号:2025-13 厦门港务发展股份有限公司 第八届监事会第七次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准 确和完整,没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 第八届监事会第七次会议(以下简称本次会议)的书面通知; 以现场表决方式在公司会议室召开第八届监事会第七次会 议; 规范性文件和《厦门港务发展股份公司章程》 (以下简称《公 司章程》 )的规定。 二、监事会会议审议情况 报告全文及摘要》 会议审核了公司提交的 2024 年年度报告全文及摘要。 监事会认为:公司本次年度财务报告经容诚会计师事务所 (特殊普通合伙) (以下简称容诚会计师事务所)审计并出具 了标准无保留意见审计报告。财务报告内容真实、公正地反 映了本公司的财务状况和经营成果。监事会认为,容诚会计 师事务所出具的审计意见是客观的,不存在任何虚假记载、 误导性陈述或者重大遗漏。 具体内容参见 2025 年 3 月 27 日刊登于《证券时报》 《中 国证券报》和巨潮资讯网《厦门港务发展股份有限公司 2024 《厦门港务发展股份有限公司 ...
大盘温和反弹,板块轮动加速
格隆汇APP· 2025-03-18 09:01
Group 1 - The A-share market showed a mixed performance with the Shanghai Composite Index slightly up by 0.11% to 3429.76 points, while the Shenzhen Component Index rose by 0.52% and the ChiNext Index increased by 0.61% [1] - The market's trading volume reached 1.5 trillion yuan, with over 9500 stocks rising, indicating active participation in the small and mid-cap growth segment [1] - The Hong Kong market also performed well, with the Hang Seng Technology Index surging by 3%, driven by gains in tech stocks like Alibaba and Baidu, which boosted sentiment in the A-share tech sector [1] Group 2 - Gold and port shipping sectors led the gains, with gold stocks hitting the limit up due to international gold prices surpassing $3010 per ounce, while the port shipping sector rose over 3% following asset restructuring news [2] - The pharmaceutical Contract Research Organization (CRO) sector saw a rise due to WuXi AppTec's fourth-quarter performance exceeding expectations, positively impacting other CRO stocks [3] Group 3 - The market is experiencing significant sector rotation, with funds quickly switching between defensive assets (like gold), policy beneficiaries (like ports), and high-growth sectors (like CRO and semiconductors) [5] - Economic indicators show a mild recovery, with industrial value-added growth at 5.9% and retail sales exceeding 8 trillion yuan, but a 9.8% decline in real estate investment is dampening confidence in traditional industries [5] - External risks, including weak U.S. retail data and delayed Fed rate cuts, are increasing risk aversion, making gold and bonds attractive [5] - Consumer sectors are under pressure due to lowered profit expectations, while tech stocks lack short-term catalysts, leading funds to favor more stable performance in pharmaceuticals and cyclical stocks [5] Group 4 - Despite a lackluster performance in tech stocks, upcoming capital expenditure plans from Tencent and the three major telecom operators could be key drivers for the next market phase [6][7] - Tencent's increased investment in AI computing power and the expected 10%-15% growth in capital expenditure by telecom operators by 2025 will benefit sectors like servers and optical modules [7] - The "East Data West Computing" initiative and policies emphasizing technology empowerment are expected to create opportunities in computing leasing and smart driving sectors [7] - Major financial institutions are raising ratings for Chinese tech stocks, indicating long-term value in high-end manufacturing sectors like semiconductors and robotics, which may accelerate domestic substitution processes [7] Group 5 - The A-share market's mild rebound reflects a "policy bottom + profit bottom" characteristic, but rapid sector rotation highlights fund divergence [8] - A balanced investment strategy is recommended, focusing on defensive assets like gold and pharmaceuticals to hedge against external uncertainties, while also considering growth opportunities in computing and semiconductors [8] - Monitoring policy beneficiaries in ports and energy sectors for event-driven opportunities is advised, with a long-term view that market focus may shift from rotation to core themes as economic data stabilizes [8]
港澳办官网转载《大公报》文章:李嘉诚拟出售港口给美企 大事大义大节前当三思
凤凰网财经· 2025-03-15 15:42
来源:每日经济新闻 01 交易非"普通商业行为" 这绝非危言耸听,根据美国政府一项行政命令草案,其已计划向中国有关船只收取特别停靠费用,并将敦促盟友也采取类似措施,否则将遭到报复。如果 美国的种种算计得逞,必然会对中国的造船、航运、外贸乃至共建"一带一路"造成冲击,也势将直接影响香港巩固提升国际航运、贸易中心地位,并威 胁、破坏全球正常的航运、贸易秩序和安全。 最近有一个动向引起各方强烈反响:香港长江和记实业有限公司日前公告称与美国贝莱德牵头的财团达成原则性协议,拟向该财团出售旗下和记港口集团 80%的资产,转让其持有和运营的分布于23个国家的43个港口及配套物流网络,包括巴拿马运河两端的巴尔博亚和克里斯托瓦尔港口。 有人说,这个交易是普通的商业行为。果真如此吗? 大家都能看到的是,特朗普今年1月刚就职便指中国在控制巴拿马运河,高调宣称美国要"收回"来,必要时不惜动用军队。紧接着,美国务卿鲁比奥首次外 访即直奔巴拿马进行施压。之后,赶在特朗普第一次作国会演讲前夕,上述消息被释放出来。这一切难道只是时间上的巧合?这到底是什么性质的交易? 事实上,一些美英媒体已披露其中不少内幕。有媒体报道指,贝莱德CEO芬克与特 ...
广州的焦虑
投资界· 2025-02-10 08:12
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。 羊城起了大早,却赶了一个晚集。 作者 | 巫珩 来源 | 秦朔朋友圈 (ID: qspyq2015 ) 最近,各地已陆续公布2024年经济成绩单。广州2024年的GDP为31032.5亿元,增速为2.1%,经此一役,广州在全国的排名从第 四位变成了第五位。 对于广州的表现,很多解读认为,是受到汽车产业以及房地产影响比较大,经济的发展面临动能转换深度调整期和升级发展的关键 期,增长放缓是在所难免的。 但很多人可能忽视了一个关键问题,广州,似乎越来越不像一座沿海城市。 作为一个在广州生活了十几年的广东人,我自认为对广州还是有发言权的。今天我会以自身的视角出发,聊一些普通人压根不知道 的、有信息差的地方。 01 如果你问一个广州人,广州有什么厉害的地方?他可能会脱口而出一串的文化符号,早茶、肠粉、醒狮、凉茶、粤语,纵览古今,且 ...
低空经济第二轮行情看点有哪些 _1_导读-
经济学人· 2024-08-01 16:16
Financial Data and Key Metrics Changes - The Chinese government has placed significant emphasis on the development of the low-altitude economy, highlighting its strategic importance in national development and the need for a robust low-altitude safety management system [2][9] - The low-altitude economy is seen as a critical area for investment, with companies benefiting from advancements in manned spaceflight [8][24] Business Line Data and Key Metrics Changes - Yihang Intelligent has become the first globally to apply for and receive the operational certificate (OC certificate) for unmanned aerial vehicles, marking a significant step in the low-altitude economy [3][11] - The commercial and industrialization pace in the low-altitude sector has exceeded expectations, particularly in the main manufacturers and financial intelligence sectors [4][12] Market Data and Key Metrics Changes - The low-space industry is expected to show long-term investment value, with a potential second wave of market activity following a period of adjustment [7][21] - Key regions for low-altitude industry development include Guangdong, Anhui, Jiangsu, and the Sichuan-Chongqing area, which have strong industrial clusters and diverse application scenarios [19] Company Strategy and Development Direction - The focus is on core companies in the general aviation sector, particularly those with advanced technology and product lines, as investment opportunities in the A-share market [4][13] - Local governments play a crucial role in the development of the low-altitude economy, especially in promoting the construction of general aviation airports [14] Management's Comments on Operating Environment and Future Outlook - The management emphasizes the importance of a comprehensive low-altitude safety management mechanism for the healthy development of the low-altitude economy [10] - The market environment is currently favorable for dividend assets, with adjustments seen as buying opportunities [22] Other Important Information - The low-altitude economy is viewed as a significant area of focus, with related companies expected to benefit from developments in manned spaceflight [8][24] - The discussion highlighted the importance of top-level design and government investment in the low-space industry [7] Q&A Session Summary Question: What are the key drivers for the second wave of the low-altitude economy? - The second wave is driven by a recent meeting of the Central Political Bureau emphasizing the need for modern air traffic management and the healthy development of the low-altitude economy [9] Question: How does the development of the low-altitude economy relate to traffic safety? - The healthy development of the low-altitude economy is closely linked to the establishment of a comprehensive low-altitude safety management mechanism [10] Question: What are the latest developments of Yihang Intelligent in the low-altitude sector? - Yihang Intelligent has successfully applied for the OC certificate, which will accelerate the standardization of unmanned aerial vehicle operations [11] Question: Why are main manufacturers considered important in the low-altitude economy? - Main manufacturers are now seen as core investment focuses due to the accelerated pace of commercialization in the low-altitude economy [12] Question: What regions should be prioritized for low-altitude industry development? - Regions such as Guangdong, Anhui, Jiangsu, and Sichuan-Chongqing are highlighted for their strong industrial foundations and potential for low-altitude development [19]