证券之星消息，根据天眼查APP数据整理，近日，上港集团蕴通国际集装箱服务(上海)有限公司成立， 法定代表人为戴骏，注册资本41000万元，经营范围包含：一般项目：国内集装箱货物运输代理；装卸 搬运；国内货物运输代理；海上国际货物运输代理；国际货物运输代理；国内船舶代理；普通货物仓储 服务(不含危险化学品等需许可审批的项目)；集装箱租赁服务；集装箱维修；港口货物装卸搬运活动； 运输货物打包服务；港口理货；进出口代理；运输设备租赁服务；非居住房地产租赁；机械设备租赁； 技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；道路货物运输站经营；信息技术咨 询服务；信息咨询服务(不含许可类信息咨询服务)；通用设备修理；专用设备修理；租赁服务(不含许可 类租赁服务)。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权穿透显 示，该公司由上港集团全资持股。 数据来源：天眼查APP ...

Group 1 - The company, Haixia Co., Ltd. (002320.SZ), has indicated that its current shipping capacity and port throughput capabilities have significant surplus capacity to handle the expected increase in passenger and vehicle flow following the implementation of the Hainan Free Trade Port's closure operations [1] - There is a strong interest from domestic investment institutions regarding the Hainan Free Trade Port's full island closure operations, with analysis suggesting that various tax and shopping incentives will attract a large number of tourists and businesses to Hainan, potentially leading to a substantial increase in demand for ferry services across the Qiongzhou Strait [3]

Group 1 - A new company, Guangxi Yatong Port and Shipping Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The business scope of the new company includes ship port services, port cargo handling activities, inter-provincial ordinary cargo ship transportation, intra-provincial shipping, and port operations [1] - Yuntuo Holdings (002539) holds indirect full ownership of Guangxi Yatong Port and Shipping Co., Ltd. [1]

中新网上海7月30日电 (记者 陈静)台风"竹节草"携强风骤雨正在影响上海。记者30日获悉，逾70艘国际 航船因台风受阻。 洋山边检站方面介绍，该站已备足处突备勤警力，加强现场监测调度，密切与海事、引航、港区等有关 部门的联系，掌握船舶实时动态，重点做好台风前船舶快速离港避风、台风中口岸查验设施保护、台风 后船舶密集进港等勤务组织，全力保障台风过境前后口岸通关安全顺畅。 "目前仅收到零星船舶靠泊申请，预计最早7月30日22时可恢复船舶进港，具体时间还需根据台风路径、 风力变化及码头作业条件综合评估。"洋山边检站执勤一队民警陈红卫介绍。(完) 洋山边检站方面介绍，在17条受阻的国际航行船舶中，9条待入港船舶取消靠泊计划，8条在港船舶离港 避风。洋山港于29日6时起暂停集装箱码头的空箱进提箱作业。随着最后一条国际航行船舶利比里亚 籍"地中海奥尔比亚"轮驶离洋山深水港移泊避风，往日繁忙的港口进入"船离、车停、人撤"的防汛抗台 时刻。桥吊升起吊臂，集卡集中停放，空箱转移避风，机械防风锚定，往日喧嚣的码头只剩下了风雨 声。 为确保台风期间口岸安全，外高桥边检站立即启动恶劣天气应急预案，提前检查应急设备，确保沙袋、 水泵 ...

7月29日晚间，浙江海盐力源环保科技股份有限公司（下称"力源科技"）发布公告称，公司于7月28日收 到公司实际控制人沈万中送达的上海市第二中级人民法院《刑事判决书》，因犯违规披露重要信息罪， 上海市第二中级人民法院对沈万中判处有期徒刑一年，缓刑一年六个月，并处罚金330万元。 最终，浙江证监局对公司责令改正，给予警告，并处以300万元罚款；对沈万中给予警告，并处以300万 元罚款；另外，其他5名责任人被判处50万元至100万元不等的罚款。 对于此次实际控制人被刑事处罚，力源科技表示，公司实际控制人沈万中先生已辞去公司董事长、董事 职务，辞职后不再担任公司其他职务，上述判决不影响实际控制人的股东权利行使及公司管理层和治理 层的依法规范运作，不会对公司的生产经营产生重大不利影响。 财务造假被追究刑事责任案例增多 近期，上市公司以及相关责任人因财务造假被追究刑事责任案例增多。 7月4日晚间，锦州港股份有限公司（下称"锦州港"）发布公告称，公司收到辽宁省锦州市中级人民法院 通知，公司副总裁宁鸿鹏、副总裁曹成因有证据证明犯违规披露重要信息罪，已被锦州市中级人民法院 依法决定逮捕。公司因2020年至2023年连续4年财务 ...

Core Viewpoint - The establishment of the first international transit zone for passengers at a seaport in China, specifically at the Shekou Cruise Homeport, marks a significant development in enhancing international travel efficiency and connectivity [1] Group 1: Industry Impact - The Shekou Cruise Homeport has become the first seaport in China to offer international transit capabilities, allowing foreign travelers to bypass traditional immigration procedures [1] - This development is expected to boost the cruise tourism industry by facilitating easier access for international travelers to embark on cruises, such as the "Zhenhua Yidun" cruise ship to Vietnam [1] Group 2: Operational Details - Passengers arriving on the high-speed ferry from Hong Kong and Macau can now directly access the international transit area without the need for standard entry and exit formalities [1] - The new transit zone is anticipated to streamline the boarding process for international cruises, enhancing the overall travel experience for tourists [1]

1. Report Information - Report Title: Key Container Ports and Critical Hub Monitoring 20250729 [1] - Researcher: Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute [1] - Qualification Number: F03086543 (Practice Qualification), Z0016590 (Investment Consultation) [1] 2. Core Viewpoints - In Asia, the superposition of typhoon season and export peak has continuously pressured the operation of domestic ports. Southeast Asian ports may face continuous congestion due to increased transfer demand. In Europe, ports will face continuous pressure of rising congestion in the next two months, but the overall congestion level is lower than the same period last year. In North America, the scale of ships in port has slightly increased, and the congestion level is generally controllable [2] 3. Data Analysis by Region Asia - **Port Operation Data**: The weekly average waiting time/berthing time of ocean - going container ships in Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang are 15.7h/24.7h, 19.0h/20.7h, 11.2h/29.1h, 13.8h/44.3h, 4.5h/30.6h, and 10.2h/28.0h respectively. The average turnover time of Yangshan, Ningbo, and Yantian ports is about 1.8 days, 1.7 days, and 1.6 days respectively. The average time of ships in port in Singapore and Port Klang is 1.4 days and 1.6 days respectively [2] - **Congestion Situation**: Typhoons may affect ship berthing and operations in Ningbo and Shanghai ports, increasing the pressure of rising congestion. Port Klang's congestion has improved month - on - month but remains high [2] - **In - port Duration**: The latest in - port durations of Yangshan, Ningbo, Singapore, and Port Klang are 44.2h, 41.6h, 33.5h, and 38.3h respectively. The month - on - month changes are - 4.0h, 1.8h, 0.8h, and - 1.8h respectively [6] Europe - **Port Operation Data**: The weekly average waiting time/berthing time of ocean - going container ships in Rotterdam, Antwerp, Hamburg, Bremen, and Valencia are 9.2h/46.3h, 3.8h/37.9h, 16.1h/49.1h, 26.7h/53.3h, and 14.3h/34.2h respectively. The average in - port durations of Antwerp, Rotterdam, Hamburg, and Bremen are about 1.79 days, 2.1 days, 2.8 days, and 3.8 days respectively [2] - **Congestion Situation**: Problems such as summer vacations, labor shortages, railway construction in Germany, and low water levels in the Rhine will gradually emerge in the next two months, and ports will face continuous pressure of rising congestion. The overall congestion level is lower than the same period last year [2] - **In - port Duration**: The latest in - port durations of Rotterdam, Hamburg, Felixstowe, and Valencia are 49.8h, 67.3h, 41.5h, and 39.4h respectively. The month - on - month changes are - 6.0h, 7.8h, - 12.0h, and - 2.4h respectively [6] North America - **Port Operation Data**: The weekly average waiting time/berthing time of ocean - going container ships in Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston are 0h/107.9h, 3.4h/109.3h, 0h/69.5h, 1.1h/45.6h, 26.0h/36.8h, 6.5h/21.9h, and 15.2h/48.2h respectively [2] - **Congestion Situation**: The scale of ships in port in the US has slightly increased, and the in - port duration of some ports has slightly increased month - on - month, but the overall congestion level is controllable [2] - **In - port Duration**: The latest in - port durations of Long Beach, Los Angeles, New York, and Savannah are 113.1h, 103.4h, 47.1h, and 68.3h respectively. The month - on - month changes are - 1.5h, - 5.4h, 0.9h, and 23.5h respectively [6] 4. Large - ship Arrival and Key Hub Monitoring - **Large - ship Arrival**: The arrival situations of large - scale container ships in Yangshan, Ningbo, and Singapore ports are monitored, including different ship types (1.2 - 1.7w, 1.7w+). The arrival situations of 1.2w+ container ships of different alliances (Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean are also monitored [47][50][54] - **Key Hub**: The passage situations of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal are monitored, including the number of arrivals and passage volumes [52][53]

Group 1 - The Shanghai Cooperation Organization (SCO) summit will be held in Tianjin from August 31 to September 1, marking the largest summit in the organization's history with over 20 national leaders and 10 international organization heads attending [1] - Since its establishment in 2001, the SCO has expanded from 6 member countries to 26, becoming the largest regional international organization in terms of area and population [1] - China has designed over 110 important activities under its presidency, including various ministerial meetings and forums, focusing on security, economic cooperation, and cultural exchanges [1][2] Group 2 - The summit will emphasize security cooperation, addressing traditional threats like border and maritime security, as well as emerging non-traditional security issues such as cybersecurity and economic security [2] - Economic cooperation and cultural exchanges will also be prioritized, with discussions on digital economy and green technology aimed at injecting new momentum into member countries' development [2] - Companies involved in logistics and transportation in Tianjin, such as Tianjin Port, Tiensun Co., HNA Technology, and China Storage Co., are positioned to benefit from the summit and related initiatives [3][6]

Core Insights - The "Yangpu-Qinzhou" import transshipment business has officially launched, marking a significant development in the logistics capabilities of the Qinzhou Port, enhancing its role as a hub for international trade [2][3][4] Group 1: Import Transshipment Business - The first batch of goods, consisting of 13 containers valued at $173,100, has been imported from Thailand via Yangpu Port to Qinzhou, including products like white sugar and bird's nest drinks [2] - This new transshipment route is expected to shorten the cargo arrival period by over 7 days compared to other ports and save an average of $100 in shipping costs per container [4] Group 2: Logistics and Trade Impact - The Qinzhou Port area accounts for over 70% of the total container throughput of Qinzhou Port, with 14 foreign trade container routes connecting to 17 cities [3] - The "Qinzhou-Yangpu" route has been operating with high frequency since its launch on July 27 last year, with 85 voyages and 11,100 standard containers handled, primarily exporting PTA, PET, and apparel [3] Group 3: Future Developments - The company plans to leverage the upcoming launch of the Hainan Free Trade Port on December 18 to enhance the Southeast Asia shipping routes and strengthen the "Yangpu-Qinzhou" import transshipment business [4] - Efforts will be made to optimize the layout of foreign trade container routes and promote the development of transshipment routes through initiatives like "advance declaration" and "direct loading upon arrival" [4]

Core Viewpoint - The article discusses the reversal of Li Ka-shing's decision to sell port assets to a U.S. consortium led by BlackRock, now opting to include mainland Chinese investors in the deal, reflecting a shift in the political and economic landscape in China [1][3][20]. Group 1: Transaction Background - Initially, Li Ka-shing's company, CK Hutchison, planned to sell 43 global port assets for $22.8 billion to a consortium led by BlackRock, which raised concerns about national interests due to the strategic nature of these assets [3][5][20]. - The deal faced significant backlash from the public and government officials, who criticized the potential sale to foreign entities, emphasizing the importance of these ports to China's trade [4][20][25]. Group 2: Involvement of Chinese Capital - Following the backlash, it was announced that China’s COSCO Shipping would potentially join the consortium, indicating a shift towards including Chinese capital in the transaction [10][14]. - The restructuring of the deal aims to satisfy regulatory requirements and address the concerns raised by the Chinese government regarding foreign control of critical infrastructure [11][13][18]. Group 3: Strategic Implications - The involvement of COSCO Shipping, a major state-owned enterprise, signifies a strategic move to enhance China's influence in global shipping and logistics, particularly in key locations like the Panama Canal [14][19]. - The article highlights the changing dynamics in China's capital markets, where national security and strategic interests are increasingly prioritized over traditional profit motives [21][22][25]. Group 4: Li Ka-shing's Position - Li Ka-shing's initial approach to the sale was seen as outdated, as he underestimated the political implications of selling strategic assets to foreign investors [20][24]. - The article suggests that this situation serves as a warning to Li Ka-shing and similar business leaders about the evolving landscape of business operations in China, where alignment with national interests is becoming crucial [26][27].