新华社伦敦1月23日电（记者高文成）国际海事组织秘书长多明戈斯23日说，中国是国际海事组织的活 跃成员，中国在海事领域将持续发挥重要作用，影响力将不断提升。 多明戈斯当天在位于英国伦敦的国际海事组织总部召开新闻发布会。他在回答新华社记者提问时说，中 国拥有全球最大的港口网络，也是世界领先的造船大国，在技术发展、绿色转型、提升航运安全与港口 作业效率等方面不断取得进展，这些都与国际海事组织发展进程密切相关并发挥了关键作用。 来源：新华网 ...

GSA的改革战略还包含两大支柱：一是投资物流基础设施与数字平台，博安克拉综合物流码头 （BILT）、阿卡特基瓦货运园区等旗舰项目，可有效缓解港口拥堵、改善全国货运网络；二是优先推 进数字化转型，借助数字平台运营、系统集成及数据驱动决策，减少人为干预、遏制寻租行为、提升服 务效率。 此外，GSA与非洲托运人理事会联盟、西非国家经济共同体及其他全球贸易机构开展合作，协调贸易标 准，维护加纳托运人在非洲大陆市场的权益。通过持续的利益相关者参与和政策协调，GSA的干预措施 将大幅降低经商成本，并提升加纳作为西非首选贸易和物流中心的地位。 （原标题：加纳航运局将进行改革以促进贸易） 据《写真在线》1月19日报道，加纳航运局（GSA）正推进监管与基础设施改革，以契合政府24小时经 济政策及非洲大陆自由贸易区（AfCFTA）议程，提升贸易和物流效率，助力加纳打造成为具有区域竞 争力的物流中心。 高效的港口运作是24小时经济政策落地的关键支撑，全天候经济运转需依托可预测的成本、高效通关效 率及可靠物流系统。尽管加纳已推行大范围宏观经济改革，但港口作业低效、收费高昂等问题仍给托运 人带来压力。对此，GSA强化监管干预，推动航运 ...

Core Viewpoint - The Baltic Dry Index remains stable with minor fluctuations in freight rates for Capesize and Panamax vessels, indicating a mixed performance in the dry bulk shipping market [1] Group 1: Baltic Dry Index Performance - The Baltic Dry Index increased by 1 point, or 0.06%, to 1762 points, with a cumulative rise of 12.4% for the week [1] - The Capesize vessel index decreased by 6 points, or 0.2%, to 2583 points, but has seen a cumulative increase of 16.1% this week [1] - The Panamax vessel index fell by 2 points, or 0.1%, to 1612 points, with a weekly cumulative rise of 10.6% [1] Group 2: Daily Earnings and Freight Rates - Daily earnings for Capesize vessels dropped by $48 to $19,928 [1] - Daily earnings for Panamax vessels decreased by $21 to $14,504 [1] - The Supramax vessel index rose by 7 points to 1026 points, with a weekly increase of 6.1% [1] - The Handysize vessel index increased by 2 points to 600 points [1]

基金管理人在四季报中表示，本基金采用中证红利指数增强型策略进行运作，坚持宽基选股，淡化择时,以数量化分析为基础，多维度选股，行业分散，覆 盖 A 股多板块优质股票。本基金主要采用以"大数据+AI 算法"为基础的量化投资方法，基于对股票市场和上市公司相关数据进行深度挖掘，通过决策树、神 经网络等机器学习和深度学习模型预测个股收益率，再采用组合优化和风险管理模型控制本基金和基准的跟踪误差和最大回撤。 截至2025年四季度末，基金十大重仓股分别是中远海控、中谷物流、兖矿能源、山煤国际、海澜之家、四川路桥、陕西煤业、华阳股份、华夏银行、嘉化能 源。 前十大重仓股变化 100 - % 80 60 40 20 0 2025Q4 – 嘉化能源 –●– 海澜之家 –●– 华阳股份 –●– 中谷物流 –●– 死矿能源 –●– 陕西煤业 –● 制图数据来自恒生聚源数据库 核校：沈楠 AI基金安信红利量化选股股票A（025411）披露2025年四季报，第四季度基金利润312.06万元，加权平均基金份额本期利润0.0182元。报告期内，基金净值 增长率为1.73%，截至四季度末，基金规模为1.58亿元。 截至1月22日，单位净值为1 ...

Group 1 - The company, Xingtong Co., announced on January 23 that it signed a guarantee contract with the Fujian Branch of the China Export-Import Bank [1] - The guarantee is for a fixed asset loan application of RMB 215 million (21,500.00 thousand) made by the company's wholly-owned subsidiary, Xingtong Haima Shipping Co., Ltd. [1]

股票研究 /[Table_Date] 2026.01.23 [Table_Industry] 运输 | 风险提示。经济波动，地缘局势，制裁执行力度变化，安全事故等。 | | --- | | 财务摘要(百万人民币) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入 | 22,733 | 23,244 | 30,650 | 40,995 | 43,693 | | (+/-)% | 21.8% | 2.2% | 31.9% | 33.8% | 6.6% | | 毛利润 | 3,381 | 4,037 | 4,516 | 6,619 | 7,002 | | 净利润 | 132.1% | 19.4% | 11.9% | 46.6% | 5.8% | | (+/-)% | 0.62 | 0.74 | 0.83 | 1.21 | 1.28 | | PE | 9.6% | 11.3% | 9.9% | 13.5% | 13.3% | | PB | 23.08 | 19.33 | 17.28 | 11. ...

Core Insights - The Baltic Dry Index (BDI) has shown a strong rebound, rising by 79 points (4.79%) to 1729 points on January 20, 2026, marking a three-week high and three consecutive days of increases [1][2] - The increase is driven by various ship types, particularly Capesize vessels, which transport bulk commodities like iron ore and coal, indicating improved market sentiment and stable demand [1][2] Group 1: Index Performance - The BDI's rebound is broad-based, with the Capesize index (BCI) surging by 167 points (7%) to 2570 points, leading to an average daily charter rate increase of $1511 to $19804 [2] - The Panamax index (BPI) rose by 49 points (3.2%) to 1570 points, while the Supramax index (BSI) increased by 13 points to 983 points, reflecting a widespread uptrend across different market segments [2] Group 2: Driving Factors - The primary driver of the price increase is a shift in the supply-demand balance, with the market currently in a "genuine tight balance" [3] - Demand for key commodities remains stable, with notable growth in bauxite transportation from West Africa, where China's bauxite unloading volume reached approximately 213 million tons in 2025, a 25% increase year-on-year [3] Group 3: Supply-Side Support - Effective turnaround of shipping capacity has also supported the market, with reduced rainfall in Brazil leading to smoother port operations and improved efficiency in available shipping capacity [4] - The strengthening of the Forward Freight Agreement (FFA) market has positively influenced the sentiment of participants in the spot market [4] Group 4: Macro Perspective - The BDI's movements are closely tied to global economic conditions, reflecting the trade activity of essential raw materials, which correlates with global manufacturing demand and international trade vitality [5][6] - The recent increase in the BDI aligns with rising container throughput at major Chinese ports, indicating resilience and stable growth in China's foreign trade [6] Group 5: Future Outlook - Despite the positive start to the year, future trends face uncertainties, including the traditional first-quarter seasonal effects and the pace of industrial activity recovery in China post-holiday [7] - Long-term positive factors are accumulating, with expectations that dry bulk shipping will benefit from changes in the global monetary environment and new cargo from key mineral projects [7][8]

Core Insights - The upcoming Spring Festival travel season in Hainan will be the first since the implementation of the free trade port, with a significant increase in passenger flow expected due to the effects of the closure policy [1] Group 1: Passenger Flow Expectations - The total passenger volume during the Spring Festival is projected to reach 22.368 million, representing a year-on-year increase of over 5.3% [1] - The demand for ferry transport across the Qiongzhou Strait is particularly strong, with an expected 4.66 million passengers and over 1.17 million vehicles, marking increases of 12% and 10% respectively [1] - Civil aviation passenger throughput is anticipated to hit 8.175 million, a 3.7% increase, setting a new record for the Spring Festival [1] Group 2: Transportation Challenges - The travel peak will be prolonged due to the "late Spring Festival," with pre-holiday peaks occurring from February 13 to February 16 and post-holiday peaks from February 21 to March 4 [2] - Increased pressure on transportation infrastructure is expected, particularly in the Qiongzhou Strait, airports, and highways, due to overlapping flows of students, workers, and tourists [2] - Adverse weather conditions, such as fog and strong winds, may impact transportation efficiency during the holiday period [2] Group 3: Transportation Capacity Enhancements - To meet the increased demand, Hainan will enhance transportation capacity by deploying 57 ferries and 4 specialized ferries for new energy vehicles, with a planned increase of 10% in sailing frequency compared to 2025 [2] - Daily ferry services will include 30 to 32 train ferry trips to accommodate vehicle transport needs [2] - New energy vehicle transport capacity is set to rise from an average of 3,500 to 5,000 vehicles per day, supported by the addition of two new specialized vessels [3] Group 4: Service Optimization - Hainan will extend the ticket pre-sale period for ferries to 15 days for inbound and 30 days for outbound travel, and will support round-trip ticket purchases [3] - The airline will increase flights to major cities like Beijing, Shanghai, and Guangzhou, with a maximum daily flight capacity of 1,370 [3] - Efforts will be made to improve the travel experience through enhanced ticketing services and a 24-hour transportation hotline for passenger inquiries [3]

Group 1 - The core point of the article highlights that Xingtong Co., Ltd. has announced a total external guarantee amount of approximately RMB 2.037 billion, which accounts for 79.98% of the audited net assets as of December 31, 2024 [1] - Among the total guarantees, bank credit guarantees amount to approximately RMB 1.317 billion, representing 51.7% of the net assets, with an increase of approximately RMB 433 million in new credit guarantees since 2025 [1] - The guarantees related to shipbuilding projects total approximately RMB 720 million, which constitutes 28.28% of the net assets [1] Group 2 - Local state-owned assets are beginning to "bottom out" by purchasing auctioned properties, acquiring over 60 units in the Nansha District of Guangzhou at prices around RMB 6,000 to 7,000 per unit, while the average listing price for second-hand homes in the same community exceeds RMB 20,000 [1]

1月23日 光明日报刊发文章 《潮起洋浦，行舟楫通四海 ——海南儋州洋浦 打造对外开放新高地的探索实践》 版面图及全文如下 | 高龄准建设海南自 | | | --- | --- | | 留易德是夜国龄时代 | | | 文高水平对外开设的 | | | 之往大事,其日孙及 | FIFT | | 培海南昌屋发展、 | | | 力全国构建新发展格 | J | | 。 第 2025年12月18 海南市山贸易赛全岛 | | | 关地书正成后的2 | | | ,开局成绩值得肯定, | | | 费建成高标准、高水 自由贸易委、海勤省 高雄局近整中各支高 | | | 黄发展根据,推动自 | | | 将建设行调查运。 | | | 变成海急封闭数 文联语具时间视 ,就年国际担管标题 | | | 基。 对关注作赋予序 原通国内国际两个专 | | | 、两种音源的软给先 | al Proper | | ),世孟非春展力雷腾 旗舰版总人"的星 最小一一队批发网 战舰中场，每月东奥 | | | 全体新兴市场,地理 | | | 仕优势将又破厚。但 | | | 鹅,海南国际给流航 | | | 密度不足、雷纳奥数 | | | 我不高,与副院高松 ...