Core Insights - The "QianKai-Shanghai" shipping route has achieved a significant milestone, with import and export value surpassing 5 billion RMB, reaching 5.35 billion RMB as of December 4, and facilitating 197,000 tons of goods [1][3] - The shipping route has notably reduced the maritime transport time between China and Peru from 35-40 days to 23 days, resulting in over 20% savings in logistics costs [1] - In the first ten months of this year, the import and export value between Shanghai and Peru increased by 47.1% compared to the same period last year, establishing the route as a vital economic corridor between China and Latin American countries [1] Group 1 - The "QianKai-Shanghai" shipping route is set to celebrate its first anniversary, marking a year of successful operations [1] - The route has facilitated the direct shipment of over 5,948 domestic vehicles from Shanghai to QianKai Port in Peru since its inception [1][3] - A "green channel" for customs clearance has been established to ensure efficient processing of high-demand Peruvian products such as avocados and blueberries [3] Group 2 - The official opening of QianKai Port occurred on November 14, 2024, with the first container ship arriving at Shanghai Yangshan Port on December 18 of the same year [3]

格隆汇12月8日丨中远海特(600428.SH)公布，为加快推动物流供应链基础资源建设，完善公司在华南地 区的物流节点布局，更好地助力公司特种船业务发展，同时充分发挥全资子公司洋浦公司投资平台效 能，公司拟由全资子公司洋浦公司以现金25,847.6万元对深汕港口投资公司进行增资入股。其中第一期 增资14,709.5万元，取得其20%股权；第二期按持股比例同比例增资11,138.1万元。 ...

丨证券研究报告丨 行业研究丨行业周报丨运输 [Table_Title] 快递降速龙头回归，文旅民航融合发展 ——交运周专题 2025W49 报告要点 [Table_Summary] 本周，快递、航空、海运板块均迎来积极变化：1）快递受益"反内卷"，快递单价如期修复。 在价格之外，电商降速提质高质量发展，龙头快递份额加速提升，格局重回分化，看好龙头公 司中通快递、圆通速递。2）文化和旅游部、中国民航局发布关于印发《文化和旅游与民航业融 合发展行动方案》的通知，重点提出优化银发旅游适老化无障碍出行环境，提升国内旅游出行 通达性，加密入境旅游航线等方针，有望持续提振航空出行需求。3）海运方面，赫伯罗特拟收 购以星。从时机上看，集运景气承压，以星市值大幅回落，行业收并购窗口或打开。 分析师及联系人 [Table_Author] SAC：S0490512020001 SAC：S0490520020001 SAC：S0490519060002 SAC：S0490520080027 SAC：S0490524120001 SFC：BQK468 SFC：BWN875 请阅读最后评级说明和重要声明 %% %% [Table_Ti ...

巴西媒体11月28日综合报道，巴西外交部发布公告称巴西再次当选国际海事组织（IMO）理事会成 员，任期为2026-2027年。理事会为国际海事组织主要执行机构。巴西超过95%的贸易依靠海运，1963 年加入国际海事组织，自1967年来一直是理事会成员。 （原标题：巴西再次当选国际海事组织理事会成员） ...

12月5日，一趟载有太阳能光伏组件、汽车零配件等货物的海铁联运班列从上海芦潮港集装箱中心站开 出，这标志着2025年以来上海海铁联运业务量突破100万标箱，同比增长近两成，创历史新高。这是海 铁联运班列从芦潮港集装箱中心站驶出。 ...

12月5日，一趟海铁联运班列从上海芦潮港集装箱中心站驶出。12月5日，一趟载有太阳能光伏组件、汽 车零配件等货物的海铁联运班列从上海芦潮港集装箱中心站开出，标志着2025年以来上海海铁联运业务 量突破100万标箱，同比增长近两成，创历史新高。新华社图文 ...

（原标题：驻奥克兰总领馆经商处出席新中贸易协会2025年年会） 2.jpg 南方航空、中远海运集运、比亚迪公司代表分享两国业界在航空、货运、电动汽车领域合作最新成果。来宾对中新经 贸合作前景充满信心。 12月4日，驻奥克兰总领馆经商处主任王程光领事应邀出席新中贸易协会（NZCTA）2025年年会。新中贸易协会主席 江浩然及主要董事会成员，新西兰国会议员陆楠，新中关系促进委员会主席麦康年，两国工商界代表60余人参加活动。 1.jpg 王程光在致辞中表示，新中贸易协会老会长潘西佛早在1957年就克服重重阻力参加广交会，打破两国贸易坚冰。2026 年，中国将开始实施"十五五"规划，进一步扩大高水平对外开放，开创合作共赢新局面；该协会也将庆祝成立45周年。希 望该协会会员秉持"破冰""探路"精神，展现更大作为，为中新友好添砖加瓦。 ...

Core Insights - The "QianKai-Shanghai" shipping route has achieved significant milestones, with import and export value exceeding 5 billion RMB, reaching 5.35 billion RMB as of December 4, and handling 197,000 tons of goods [1] - The shipping time between China and Peru has been reduced from 35-40 days to 23 days, resulting in over 20% savings in logistics costs [1] - The trade value between Shanghai and Peru has increased by 47.1% in the first ten months of this year compared to the same period last year, highlighting the route's importance as an economic corridor between China and Latin America [1] Trade and Logistics - The "QianKai-Shanghai" route has facilitated the import of time-sensitive products from Peru, such as avocados and blueberries, with a dedicated "green channel" established for efficient customs clearance [1] - The route has also enabled the export of over 5,948 domestic vehicles from Shanghai to QianKai Port by the end of November, indicating strong export potential [1]

Core Insights - The "Qian Kai - Shanghai" shipping route has achieved an import and export value exceeding 5.3 billion yuan, with a total of 197,000 tons of goods traded, significantly boosting Shanghai's foreign trade with Peru by 47.1% in the first ten months of the year [1][2]. Group 1: Shipping Route Impact - The opening of the "Qian Kai - Shanghai" direct shipping route has reduced the shipping time between the two countries from 35-40 days to 23 days, resulting in over 20% savings in logistics costs for businesses [2][3]. - This route serves as an economic corridor between China and Latin American countries, enhancing trade relations [2]. Group 2: Trade Statistics - Peru's foreign trade has shown significant vitality, with export values increasing by 17.3% from January to September 2025, with China being the largest export destination [2]. - Approximately 42% of Peru's exports consist of agricultural products, including avocados and blueberries [2]. Group 3: Customs and Logistics - Shanghai Customs has implemented a "green channel" for high-time-sensitive goods like imported fruits, ensuring efficient customs clearance through a full-process supervision service model [3]. - The customs authority has introduced measures such as advance declaration and consolidated taxation to expedite document review and facilitate rapid inspection of goods [3]. Group 4: Automotive Exports - Since July, over 5,948 vehicles have been exported from Shanghai's South Port to Qian Kai Port in Peru, indicating a strong growth trend in automotive exports [6].

Group 1 - The core viewpoint of the article highlights the significant improvements in cross-border payment efficiency for enterprises in Fujian, facilitated by the multi-central bank digital currency bridge project [1][2] - The multi-central bank digital currency bridge project, initiated by the People's Bank of China and other central banks, aims to address high costs, low efficiency, and lack of transparency in traditional cross-border payments [1][2] - Since its operational launch in June last year, the project has enabled enterprises to transition from daily settlements to real-time transactions, enhancing their financial management capabilities [1][2] Group 2 - The implementation of the currency bridge project has resolved challenges in cross-border trade settlements, improving operational efficiency and stability for businesses [2] - Companies like Fujian Yuyou International Travel Agency have benefited from the streamlined process, allowing for quicker procurement and better negotiation positions in cross-border tourism resources [2] - The project has also provided clarity and predictability in cross-border remittance processes, which is crucial for enterprises like Weichiteng (Fujian) Automotive Co., Ltd., enhancing their resource allocation for innovation and market expansion [2][3] Group 3 - There is a growing demand for cross-border RMB payment services as Fujian enterprises accelerate their internationalization efforts in emerging markets [3] - The People's Bank of China in Fujian plans to continue improving financial infrastructure and expanding digital RMB usage scenarios to benefit more enterprises venturing abroad [3]