格隆汇2月2日丨宁波远洋(601022.SH)在投资者互动平台表示，公司目前没有开通拉丁美洲地区的航 线，现有跨洋航线为中东集装箱航线。 ...

对此，林剑回应道："我们此前已经就巴拿马有关港口的问题阐明了中方的立场，中方将坚决维护中方 企业的正当合法权益。" 责任编辑：刘万里 SF014 责任编辑：刘万里 SF014 2月2日，外交部发言人林剑主持例行记者会。路透社记者提问，据报道，一家丹麦航运公司表示将暂时 接管长和巴拿马港口运营权。此前巴拿马最高法院裁定巴拿马港口公司（长和子公司）的特许经营权违 宪。中方对此有何评论？ 2月2日，外交部发言人林剑主持例行记者会。路透社记者提问，据报道，一家丹麦航运公司表示将暂时 接管长和巴拿马港口运营权。此前巴拿马最高法院裁定巴拿马港口公司（长和子公司）的特许经营权违 宪。中方对此有何评论？ 对此，林剑回应道："我们此前已经就巴拿马有关港口的问题阐明了中方的立场，中方将坚决维护中方 企业的正当合法权益。" ...

Core Viewpoint - The company, Haitong Development, experienced a decline in stock price by 5.47% on February 2, with a trading volume of 619 million yuan and a market capitalization of 13.473 billion yuan [1] Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and was established on March 19, 2009, with its stock listed on March 29, 2023 [7] - The company primarily engages in domestic coastal and international ocean bulk cargo transportation, with shipping revenue accounting for 90.84% of total income [7] - As of September 30, 2025, the company reported a revenue of 3.009 billion yuan, reflecting a year-on-year growth of 16.32%, while net profit attributable to shareholders decreased by 38.47% to 253 million yuan [7] Market Position and Performance - Haitong Development has become a leading player in the domestic private bulk shipping sector, particularly in coal transportation along the Bohai Bay to Yangtze River routes [2][3] - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 65.04% of total revenue in the 2024 annual report [3] Financial Analysis - The average trading cost of the company's shares is 13.47 yuan, with recent buying activity observed, although the strength of this accumulation is weak [6] - The stock is currently trading between a resistance level of 15.70 yuan and a support level of 12.25 yuan, indicating potential for range trading [6] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 18.54% to 26,400, while the average number of circulating shares per person increased by 24.72% to 10,529 shares [7] - The company has distributed a total of 266 million yuan in dividends since its A-share listing [8]

天津航运指数（TSI）综合反映天津及北方地区航运市场价格波动情况，是由北方国际集装箱运价指数（TCI）、北方国际干散货运价指数（TBI）、沿海集 装箱运价指数（TDI）通过计算而得的综合性指数。 新华财经天津2月2日电（记者李亭） 记者从天津国际贸易与航运服务中心获悉，2026年第5周（1月26日-30日），中国北方内外贸海运价格的风向标——天 津航运指数震荡下行，最终收于995.13点，相比1月23日（第4周最后一个发布日）累计下跌9.57点，累计跌幅为0.95%。 图为天津航运指数近两周走势图（来源：天津国际贸易与航运服务中心供图） 北方国际集装箱运价指数明显回落。其中，地中海航线市场货源竞争激烈，运价持续走低，地中海东部、地中海西部运价指数分别下跌4.84%和5.18%。美 国航线由于市场货运需求不振，运价承压下行，天津至美西、天津至美东航线运价指数分别下跌4.65%和6.23%。最终，TCI收于1120.81点，相比1月23日累 计下跌4.22%。 北方国际干散货运价指数窄幅震荡。其中，煤炭市场运价累计下跌0.83%。粮食货盘成交继续向好，持续消耗市场运力，运价企稳回升，粮食运价指数累计 上涨1.41 ...

资料显示，宁波远洋运输股份有限公司位于浙江省宁波市鄞州区宁东路269号环球航运广场，成立日期 1992年7月14日，上市日期2022年12月8日，公司主营业务涉及主要从事国际、沿海和长江航线的航运业 务、船舶代理业务及干散货货运代理业务。主营业务收入构成为：运输服务89.74%，综合物流及代理 服务9.55%，租赁业务0.65%，提供劳务0.06%，其他0.00%。 广发中证1000ETF（560010）基金经理为罗国庆。 截至发稿，罗国庆累计任职时间10年116天，现任基金资产总规模1166.78亿元，任职期间最佳基金回报 109.05%， 任职期间最差基金回报-48.08%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从宁波远洋十大流通股东角度 数据显示，广发基金旗下1只基金位居宁波远洋十大流通股东。广发中证1000ETF（560010）三季度减 持4.91万股，持有股数110.44万股，占流通股的比例为0.44%。根据测 ...

Group 1: Shipping Derivatives Data - The present values of Shanghai Export Containerized Freight Index (SCFI), China Containerized Freight Index (CCFI), SCFI - US West, SCFIS - US West, SCFI - US East, SCFI - Northwest Europe, SCFIS - Northwest Europe, and SCFI - Mediterranean are 1317, 1176, 1867, 1294, 2605, 1418, 1859, and 2424 respectively [4]. - The previous values of these indices are 1458, 1209, 2084, 1305, 2896, 1595, 1954, and 2756 respectively [4]. - The percentage changes of these indices are -9.68%, -2.74%, -10.41%, -0.84%, -10.05%, -11.10%, -4.86%, and -12.05% respectively [4]. Group 2: Market News and Geopolitical Situation - Mixed signals from the US and Iran have led to a slight decline in the market's probability prediction of a military strike. Iranian senior officials said efforts to start negotiations with the US are making progress [5]. - According to the Wall Street Journal, the possibility of the US launching an air strike on Iran in the near term is low as the US is still moving air - defense capabilities to the region [5]. - The USS Abraham Lincoln has left the Gulf of Oman and entered the Indian Ocean as part of a retreat [5]. Group 3: EC (European Container) Market - The EC market shows a volatile trend. The spot prices are in a pre - holiday decline, with different adjustments among alliances [6]. - In the GEMINI alliance, Maersk's opening price in WK6 dropped to 2000 - 2100 dollars/FEU and further to 1995 dollars/FEU in WK7, while Hapag - Lloyd maintained 2300 - 2500 dollars/FEU in WK6 and remained stable in WK7 [6]. - In the OA alliance, the price in WK6 slightly fell to around 2500 dollars/FBU, and in WK7, COSCO Shipping in North China ports adjusted to 2200 - 2300 dollars/FBU, with East China ports likely to follow [6]. - In the PA alliance, the price fluctuated between 2200 - 2400 dollars/FEU in WK6, and in WK7, influenced by ONE's WK8 list price of 2000 dollars/FEU, the average price approached 2000 dollars/FEU, with some special prices at 1800 dollars/FEU [6]. - MSC also slightly lowered its prices from WK6 to WK7. Affected by the pre - holiday cargo volume vacuum, all alliances' quotes showed a downward trend [6]. Group 4: Market Analysis and Strategy - This week, the EC market is in a "differentiated pattern under the game between expectation and reality", with a misalignment between futures and spot performance. Futures are supported by multiple expectations and prices have risen, while the spot market remains weak [7]. - The core logic for the futures rise is the rush - shipping expectation due to the cancellation of photovoltaic tax rebates, geopolitical conflicts, and bad weather in Northwest Europe. The spot market is affected by pre - holiday low cargo volume and price cuts by shipping companies [7]. - In the medium and long - term, there is a risk of over - capacity. New ships will be delivered in 2026, and the resumption of the Red Sea route will release hidden capacity, suppressing the freight rate center [7]. - The strategy suggests caution, not chasing high prices. For hedging, it is advisable to hold positions, and for arbitrage, gradually reduce positions. Key factors to track include shipping companies' price increases, Red Sea route resumption signals, and cargo volume data [7]. - In the short - term, the cost - effectiveness of short - selling has decreased. It is recommended to focus on going long on the 06 contract at low levels and short - selling the off - season 10 contract on rebounds [8].

长江海事部门强化重大风险隐患排查整治，对客船、危险品船等重点船舶强化监管，运用智管平台、 CCTV等信息化手段加强动态监控。长江航道部门加密重点浅险水道探测频次，加强航道维护疏浚，及 时发布航道信息服务。三峡通航管理部门加强过闸船舶调度组织，优化船闸运行方案，强化现场安全监 管，保障船舶安全有序过坝。 目前，长航局系统各单位已全面进入春运保障状态，严格执行24小时值班和应急值守制度，加强协调联 动，全力确保长江水路春运安全、畅通、有序。 据交通运输部长江航务管理局(简称长航局)预测，今年春运期间长江干线水路运输需求持续增长。客运 方面，预计总客运量251.6万人次，同比增长5.5%。其中渡运量约178.4万人次，同比增长6.0%，旅游客 运量73.2万人次，同比增长4.2%。春节期间(2月13日至23日)预计将投入涉客船舶513艘，其中渡船322 艘、旅游客船191艘，保障人民群众出行需要。 为保障春运期间长江干线水路运输安全高效，长航局系统全面实施各项保障措施，严格落实三峡过闸船 舶100%安检、旅客行李物品安检和实名制查验制度，对重点物资运输船舶实行优先引航、优先过闸、 优先锚泊和优先靠离泊措施。 2月2 ...

Group 1: Contract Information - EC2602 had a closing price of 1716.7, a decline of -0.05%, a basis of 142.6, a trading volume of 453, an open interest of 2551, and an open interest change of -261 [2][28] - EC2604 had a closing price of 1227.0, a decline of -1.82%, a basis of 632.3, a trading volume of 25237, an open interest of 35881, and an open interest change of -3788 [2][28] - EC2606 had a closing price of 1542.8, a decline of -2.11%, a basis of 316.5, a trading volume of 5606, an open interest of 12303, and an open interest change of 997 [2][28] - EC2608 had a closing price of 1607.0, a decline of -2.33%, a basis of 252.3, a trading volume of 694, an open interest of 1594, and an open interest change of -72 [2][28] - EC2610 had a closing price of 1122.5, a decline of -2.49%, a basis of 736.8, a trading volume of 2674, an open interest of 8134, and an open interest change of -799 [2][28] Group 2: Month - Spread Information - The month - spread of EC2502 - 2604 was 489.7 the previous day, with a daily increase of 21.9 and a weekly decrease of -36.8 [2][28] - The month - spread of EC2504 - 2606 was -315.8 the previous day, with a daily increase of 10.5 and a weekly decrease of -68.4 [2][28] Group 3: Index Information - The spot price of the European line was 1859.31 points on January 26, 2026, a decline of -4.86% from the previous period [2][28] - The SCFI of the European line was 1418 dollars/TEU on January 30, 2026, a decline of -11.10% from the previous period [2][28] Group 4: Market Analysis and Recommendations - Geopolitical tensions, stable Maersk quotes in February, and the expectation of rush shipments in March may prevent the short - term market from falling [3][29] - For the near - term contracts, it is recommended to be cautious when short - selling the 04 contract, and pay attention to whether there is a significant premium in the market. In the future, focus on the PA alliance's quotes and geopolitical situations [3][29] - For the far - term contracts, it is recommended to short the 10 contract on rallies, mainly based on the logic of off - season and tax - refund negatives. The valuations of 06 and 08 are difficult to determine, and they will fluctuate widely within a reasonable range. It is recommended to operate with caution under geopolitical uncertainties [3][29] Group 5: European Line Spot Situation - This week, downstream customers are booking shipping space for early February (week 6 - 7). Currently, the overall cargo - receiving situation of ships is good, but the pressure to attract cargo has increased, and shipping companies need to attract cargo for ships departing during the Spring Festival holiday [4][30] - The price center in week 7 is 2140 US dollars, equivalent to 1500 points on the futures market. MSK's price for week 8 - 9 is 1950 US dollars (unchanged from the previous period), and other shipping companies' quotes are also mainly unchanged [4][30] Group 6: News - On February 1, Iranian officials said that media reports about the Iranian Revolutionary Guard's plan to hold a military exercise in the Strait of Hormuz were false, and the Revolutionary Guard had not issued an official statement on the matter [5][31] - On February 2, the US released a signal to negotiate with Iran, and the two sides may hold talks in Turkey. However, experts believe that although both sides have the intention to negotiate, there are still serious differences on many key issues, and the negotiation prospects are difficult [6][32]

Economic Performance - The GDP of Guangxi has grown by 5.1% year-on-year, exceeding expectations and outperforming the previous year and the national average [1] - The region has shown a positive trend in economic development, characterized by stability and quality improvement [1] Innovation and Technology - The establishment of the China-ASEAN Artificial Intelligence Application Cooperation Center has attracted numerous leading enterprises [2] - The successful launch of the 1000th industrial humanoid robot by Liuzhou Youbixuan marks a significant milestone in local manufacturing [1] - The Fangchenggang International Medical Open Test Zone has achieved a historic breakthrough with the development of the region's first class I new drug [1] Open Economy - The 22nd China-ASEAN Expo and Summit were successfully held, enhancing the region's international engagement [2] - The container throughput at Beibu Gulf Port has surpassed 10 million TEUs, positioning it among the world's major ports [2] - The Changzhou Water Conservancy Hub has maintained the highest annual cargo volume in the country [2] Business Environment - The "Efficient Handling of Affairs" reform has been implemented across the region, improving the business environment [2] - Financial policies like "Guihui Loan" have been effectively supporting the real economy [2] - There is a growing consensus among entrepreneurs that "making money in Guangxi" is increasingly feasible [2] Social Welfare - Direct payments of maternity allowances to individuals have been initiated, enhancing social welfare [2] - The process for cross-provincial medical treatment settlements has been made more convenient [2] - Ongoing efforts in pollution prevention and ecological system optimization are contributing to improved quality of life for residents [2] Legislative Support - The local legislature has passed regulations to protect and manage the Pinglu Canal, providing legal support for major national projects [3] - Research on artificial intelligence governance legislation is being strengthened to prepare for emerging fields [3] - The Six Fort Tea Development Regulation has been established as the first local law for a specialty tea variety in the country [3] Future Outlook - The year 2026 marks the beginning of the "15th Five-Year Plan," with significant implications for future development [4] - The upcoming conference will review the government work report and approve the "15th Five-Year Plan" outline, highlighting its importance [4] - There is a call for representatives to contribute wisdom and practical strategies for advancing Guangxi's modernization [4]

Core Viewpoint - The report indicates a significant improvement in investor sentiment, with nearly 80% of investors optimistic about the 2026 market, driven by a strong performance in 2025 and expectations for continued growth in technology sectors, particularly AI and chips [1][7][22]. Group 1: Market Performance and Investor Sentiment - In 2025, major stock indices in A-shares showed strong performance, with the Shanghai Composite Index rising nearly 20%, marking its best annual performance in six years [7][30]. - Approximately 57% of surveyed investors reported profits in 2025, a notable increase from previous years, with a 15 percentage point rise from 2024 [8][32]. - The average asset allocation in securities accounts increased to 41.68% by the end of 2025, reflecting a shift of funds from savings to equity investments [10][34]. Group 2: Sector Performance - The technology sector, particularly AI and chips, was identified as the primary source of investment returns, with 26% of investors citing it as their top-performing sector [3][42]. - Other notable sectors included the new energy industry at 24% and cyclical stocks at 18%, while traditional consumer sectors lagged behind [3][42]. Group 3: Future Expectations - Looking ahead to 2026, 78% of investors expect the market to rise, with 47% anticipating gains of over 5% [24][49]. - Investors are particularly optimistic about the technology sector, with 39% believing that tech stocks will continue to outperform [24][49]. - A significant 81% of investors are optimistic about the spring market in 2026, with a focus on technology growth [51]. Group 4: Investment Strategies - The report highlights a trend of increasing allocations to equity assets, with 42% of investors planning to increase their investments in stocks [48][35]. - There is a notable interest in gold investments, with 71% of investors having allocated funds to gold, reflecting its status as a safe haven amid market volatility [37][13]. - The preference for indirect investment methods, such as ETFs, is growing, particularly in the Hong Kong stock market, where 58% of investors chose this route [40][39]. Group 5: Economic Factors - The report notes that the decline in risk-free interest rates has prompted a shift in investment strategies, with more investors considering equities over traditional savings [11][36]. - Expectations for liquidity in the market remain high, with over 60% of investors anticipating a continued influx of capital into equities [48][22].