Core Viewpoint - The "World Mayors Dialogue in Qingdao 2025" has initiated a month of international city exchanges, focusing on enhancing marine tourism, revitalizing historical districts, and promoting international tourism for cultural exchange [1] Group 1: Marine Economy - Qingdao Port achieved a cargo throughput of 710 million tons in 2024, ranking fourth globally, with a 30% increase in cargo turnover efficiency due to automation technology [2] - Clean energy applications such as wind, solar, and hydrogen are widely utilized at Qingdao Port, showcasing significant achievements in sustainable development [2] - The marine economy in Qingdao is rapidly developing, with suggestions for collaboration between New Zealand's Otago University and China Ocean University to promote research and tourism development [2][3] Group 2: Urban Governance - Qingdao's historical district has preserved over 1,800 historical buildings, attracting nearly 90 million visitors last year, showcasing a blend of old and new through innovative urban development [4] - The integration of technology in urban governance is highlighted, with cities sharing their smart city initiatives to enhance international tourist experiences [5][6] Group 3: Cultural Exchange - Qingdao has established friendly city relationships with 95 cities across 54 countries, enhancing global cultural exchanges and cooperation [7] - Events like the International Beer Festival serve as cultural exchange platforms, with cities like Daegu in South Korea expressing interest in deepening friendly ties through shared cultural symbols [7] - Lagos, Nigeria, is ready to collaborate on green economy initiatives, sustainable tourism, and digitalization, emphasizing the importance of global dialogue and cooperation [8]

7月26日，深圳蛇口邮轮母港口岸正式启用全国首个海港口岸国际中转区，并迎来首批中转旅客。国际中转区的启 用将显著提升外籍旅客尤其是无签证人士的中转效率，预计通关距离将缩短一半，通关时间可减少80%。 "国际中转区启用后，我们将进一步加强有关部门的协同联动，不断优化业务操作规范及应急处置预案，持续优化 提升中转效率，用更多可复制可推广的先进经验，丰富打造海港口岸国际中转区的'深圳样本'。"市口岸办党组成 员、副主任姜成峰说。 采写 | 深圳晚报记者 李超 实习生 郭倩薇 深圳市口岸办海空铁口岸处副处长范伟擎表示，为提高中转效率，口岸办会同海关、边检、海事等查验单位及相 关部门，在全国无先例借鉴情况下，探索创新通关模式、优化查验流程、调配查验力量、科学设置通关流线，同 时建立了应急预案，和以往通关模式相比，旅客将减少约80%的通关时间。 为了提升查验效率，深圳边检总站蛇口边检站增设了专用封闭区域专门查验通道。该站边防检查处副处长赵卫东 透露，此举是为提供一站式过境手续办理服务，相比传统查验模式，能节省约两个小时。此外，边检部门还创新 实施免办签证、免填入境卡、免采指纹生物信息等举措，保障旅客通过中转区办理过境手续 ...

公司公告汇总 辽宁港口股份有限公司关于2024年年度权益分派实施后调整股份回购价格上限的公告。调整前回购价格 上限为不超过人民币1.87元/股，调整后回购价格上限为不超过人民币1.85元/股，回购价格上限调整起 始日期为2025年7月22日（权益分派除权除息日）。公司于2024年9月6日召开第七届董事会2024年第9次 临时会议，审议通过了以集中竞价方式第二次回购股份的议案，回购股份用于注销并减少公司注册资 本。2024年9月24日，公司召开2024年第二次临时股东大会，审议通过了该议案。公司于2025年3月27日 和2025年6月26日分别召开第七届董事会2025年第3次会议和2024年年度股东大会，审议通过了2024年度 利润分配预案，向全体股东每10股派发现金股利人民币0.239元（含税）。本次权益分派股权登记日为 2025年7月21日，除权（息）日为2025年7月22日。根据公司回购方案，若公司在回购期限内发生资本公 积转增股本、派发股票或现金红利等事宜，公司将相应调整回购价格上限。调整后的回购股份价格上限 为1.85元/股（含），于2025年7月22日生效。本次回购资金总额不低于人民币42,000万 ...

距离谈判裁决日仅剩1天，李嘉诚能否出售港口成败就就在明天。 如今的李家可谓是骑虎难下，一边是港口能高位套现，一边是对国家运输安全而不顾。 有人认为李嘉诚作为商人，出售自己的港口无可厚非，商人本身就是逐利。 但更多人觉得，商人如果没有国家帮助背书，他的生意能开展吗？ 对此您有什么看法？ 天衣无缝的生意 年逾九旬的李嘉诚，计划将其商业帝国，长江和记实业旗下的全球港口网络，以228亿美元的高价，整体打包出售。 前言 长和拥有这两个港口直到2047年的特许经营权。 这里不是普通的码头，而是扼守太平洋与大西洋的全球贸易咽喉，承载着世界6%的海运贸易。 对于中国而言，这里更是无可替代的经济命脉。 接盘的是全球最大的资产管理公司，美国的贝莱德财团。 从商业逻辑上看，这笔交易堪称完美：长和高位套现，贝莱德则将全球最重要的航运节点之一收入囊中。 这盘棋，李氏家族似乎早已盘算清楚。十年前，他们就曾将这些港口40%的股权卖给了中资，赚得盆满钵满。 如今在全球局势波诡云谲之际，将剩下的部分转手给美资，既是规避风险，或许，也是一张递向大洋彼岸的"投名状"。 然而资本的算盘打得再精，也无法忽视棋盘本身。当交易触碰到大国博弈最敏感的神经时 ...

深圳新闻网2025年7月26日讯（记者 潘润华）7月26日，10名国际旅客搭乘港澳来往深圳蛇口高速客船抵达蛇口邮轮母港后，无需办理传统出入境手续，直 接通过国际中转区免签换乘，快速登上"招商伊敦"号邮轮，开启前往越南的邮轮之旅。这标志着我国首个海港口岸旅客国际中转区正式启用，蛇口邮轮母港 也成为国内首个具有国际中转功能的海港客运口岸。 "国际中转区的启用有利于吸引更多国际旅客经深圳中转，提升蛇口邮轮母港作为亚太枢纽港的竞争力，助推深圳国际化城市形象建设。"蛇口邮轮母港总经 理王晓晨介绍，"同时，中转便利有利于激活邮轮产业链，增加国际邮轮停靠航次及旅客量，提升消费规模，巩固深圳在邮轮市场的核心地位。" 今年以来，深圳邮轮产业加快发展，"爱达·地中海"号、"鼓浪屿"号、"太平洋世界"号等国际邮轮先后到港。面对邮轮旅客多元化的旅游通关需求，蛇口海关 深化"智慧旅检"应用，开展邮轮旅客行李"先期机检"改革，并大力支持离境退税业务，保障旅客即来即办、物品快验快放，激发旅客旅游消费潜力。 据介绍，下一步，深圳海关将继续落实支持邮轮产业发展相关措施，支持在邮轮中心开展跨境直升机业务，支持打造全国首个海空一体的海运旅检口岸， ...

Core Insights - The transportation sector in China shows stable growth in the first half of the year, reflecting the vitality of economic development [1][5] - Passenger traffic and freight volumes have increased, with significant growth in both domestic and international travel [1][2][3] Passenger Transportation - Beijing Capital International Airport reported a passenger throughput of 34.17 million, a year-on-year increase of 4.5% [1] - Nationwide, cross-regional passenger flow reached 33.76 billion trips, up 4.2% year-on-year, with civil aviation passenger volume at 370 million, growing by 6% [1] - International flight passenger volume surged by 28.5% compared to the previous year [1] Rail Transportation - The national railway transported 2.24 billion passengers, marking a 6.7% increase year-on-year, achieving a historical high for the same period [2] - An average of 11,183 passenger trains operated daily, reflecting a 7.5% increase [2] - A record single-day passenger volume of 23.12 million was recorded on May 1 [2] Maritime Transportation - Ningbo-Zhoushan Port's container throughput exceeded 21 million standard containers, a 9.8% increase year-on-year [3] - The total port cargo throughput reached 8.9 billion tons, growing by 4% year-on-year, with domestic and foreign trade throughput increasing by 5% and 1.8%, respectively [3] - Container throughput was 17 million standard containers, up 6.9%, with domestic and foreign trade volumes increasing by 4% and 8.9% respectively [3] Infrastructure Investment - Fixed asset investment in transportation reached 1.6474 trillion yuan, with road investment at 1.1291 trillion yuan [4] - The completion of the 57-kilometer Wuma Expressway segment enhances regional connectivity and supports economic development [4] Overall Economic Impact - The transportation sector's main indicators show steady growth, with freight volume, port cargo throughput, and cross-regional passenger flow all maintaining an approximate 4% growth rate [5] - The second quarter saw an acceleration in the growth rates of port cargo throughput and cross-regional passenger flow compared to the first quarter [5]

Core Viewpoint - The article discusses the potential sale of ports by Li Ka-shing to a consortium led by BlackRock and COSCO, highlighting the geopolitical implications of this transaction, particularly in the context of U.S.-China relations [3][4][10]. Group 1: Transaction Details - Li Ka-shing's Cheung Kong Group announced the sale of 43 ports across 23 countries for $22.8 billion (approximately 165.7 billion RMB) to a consortium including BlackRock and Mediterranean Shipping Company [4]. - The ports involved include strategically significant locations, such as those at both ends of the Panama Canal, which are crucial for East Asia's exports to the Americas [6][7]. Group 2: Geopolitical Implications - The sale of these ports to BlackRock, a firm closely tied to U.S. interests, raises concerns about the potential for the U.S. to gain control over strategic resources that could impact East Asia's foreign trade [10][12]. - The article suggests that this transaction is not merely a commercial decision but also reflects a broader geopolitical alignment, as Li Ka-shing has a history of actions that align with Western interests [11][13]. Group 3: COSCO's Position - BlackRock has expressed willingness to accept COSCO into the acquisition consortium, indicating a potential collaboration [2][14]. - COSCO has significant experience in port management and development, demonstrated by its successful turnaround of Greece's Piraeus Port and its involvement in the construction of Peru's Chancay Port [16][17]. - COSCO may opt to pursue independent acquisition or partner with domestic firms like China Merchants or CITIC, which possess both financial and operational capabilities [19][20]. Group 4: Strategic Choices for COSCO - COSCO has several strategic options: to acquire the ports independently, collaborate with domestic partners, or remain passive, thereby preventing BlackRock from gaining control [21]. - The article emphasizes that regardless of the outcome, the influence over the transaction has shifted from BlackRock to COSCO, reflecting a change in power dynamics [21][22].

事关巴拿马运河港口交易，中国终于要出手了？日前有消息显示，中国方面明确表示，央企中远集团必须参与巴拿马港口交易。如果中远没份，这笔交易就 别想顺利完成。说白了，这是中方画了一道红线。 该消息暂时没有得到官方证实，我国外交部做出了回应，既没有肯定也没有否定。如果消息是真的，那说明国家真的要出手了。而这也意味着，李嘉诚没有 听进国家的警告，打算一条路走到黑。 为什么国家要插手？很简单，这不是普通的港口收购案。这是巴拿马运河，是全球贸易最重要的航道之一。每年上万艘货轮从这里经过，扮演着连通太平洋 和大西洋的桥梁作用。谁掌握了港口，就等于有了对货物流动的优先控制权。 再加上最近，巴拿马最高法院正在审查当年李嘉诚拿下港口特许权的合法性。审计长还说，和记黄埔当年签的港口合同损害了国家利益，导致政府少赚了13 亿美元，还可能违反了宪法。这个时候，交易进展显然不会顺利。 那这事未来会怎么发展？如果从目前态势看，很可能有三种可能。一方面，中远集团成功加入收购财团，以合作股东的身份，参与港口运营。这样各方都能 保住面子，美国虽然不愿意，但至少不会失控。 如果让美国主导的财团拿走港口，而中方完全被排除在外，那中国的贸易安全怎么保证 ...

Core Viewpoint - The release and implementation of the "Shandong Province Port and Waterway Layout Plan (2025-2035)" aims to build a modern, high-quality water transport system to provide strong support for the province's economic and social development [1][2]. Group 1: Port and Waterway Development - The plan proposes to establish a "fully capable, secure, efficient, smart, and green" port and waterway system by 2035, forming a world-class marine port cluster and an improved inland waterway network [1][2]. - The layout emphasizes the role of Qingdao Port as an international hub, supported by Yantai Port and Rizhao Port, with additional ports like Weihai, Binzhou, Dongying, and Weifang [1][2]. Group 2: Inland Waterway Network - The plan outlines a "one main, four auxiliary, multi-point" inland port cluster centered around Jining Port, with supporting ports in Zaozhuang, Heze, Tai'an, and Jinan [2]. - It specifies a total length of approximately 3,100 kilometers for the inland waterway network, structured as "one vertical, two horizontal, three main, and multiple branches" [2]. Group 3: Transportation System and Integration - The plan focuses on building a first-class, professional, and efficient port transportation system to meet the demands of the new era and optimize the port transportation structure [2]. - It aims to enhance the integration of ports and waterways with urban and industrial development, promoting a coordinated approach to water transport innovation, green development, and safety [2][3]. Group 4: Strategic Opportunities and Infrastructure - The plan provides significant strategic opportunities for Jining's inland shipping development, with a focus on establishing logistics centers and multi-modal transport hubs [4]. - Shandong aims to enhance its international logistics corridor, linking domestic and international markets, and expanding sea-rail and land-sea transport services [3][4].

Core Viewpoint - The Shandong provincial government is leveraging national strategic opportunities to enhance logistics infrastructure and international logistics channels, focusing on the development of port and waterway layouts from 2025 to 2035 [1] Group 1: Enhancing Logistics Efficiency - The plan aims to improve the service efficiency of logistics channels by constructing international logistics routes led by coastal ports, supported by key railways and highways [3] - Infrastructure layout will be optimized to strengthen the connection between ports, waterways, and hinterland transportation, addressing weaknesses in logistics infrastructure [3] - The initiative includes the development of a new "one order, one box" model for multimodal transport, enhancing the efficiency of transportation logistics [3] Group 2: Expanding Open Cooperation - The strategy focuses on enhancing the international logistics corridor's capacity to drive regional development and solidify Shandong's strategic position in national openness [4] - Currently, 54 inland ports have been established, with 106 sea-rail intermodal routes operational, with plans to expand services to Central Asia and Europe [4] - The initiative encourages cross-regional resource flow and collaboration between coastal ports and other regional ports, enhancing connectivity and cooperation [4] Group 3: Promoting Integration of Ports, Industries, and Cities - The plan emphasizes the integration of port areas, industrial zones, and urban areas to foster overall development and economic growth [4] - It aims to leverage ports for regional economic support, focusing on sectors like modern logistics, agriculture, and energy [4] - The strategy includes enhancing digital and innovative capabilities to cultivate new productive forces and promote high-quality port economic development [4]