Core Viewpoint - Rizhao Port has no current plans regarding initiatives in the "deep-sea economy" sector, as stated in response to an investor inquiry [1] Group 1 - An investor inquired about Rizhao Port's specific measures in the "deep-sea economy" [1] - Rizhao Port acknowledged the inquiry and confirmed the absence of related plans [1]

来源：新浪证券-红岸工作室 12月11日，重庆港跌0.57%，成交额8181.07万元，换手率1.32%，总市值61.84亿元。 异动分析 航运概念+统一大市场+国企改革+一带一路+民爆概念 1、公司主营业务是港口中转运输业务和综合物流业务，公司的主要产品及服务为装卸及客货代理业 务、综合物流业务、商品贸易业务、爆破施工业务。公司港口码头通过能力强。近年来通过对港口码头 建设投资及改(扩)建,已基本形成了集装箱、件杂散货、商品车和化工等专业化码头(群),港口货物通过能 力和集装箱吞吐能力位居西南地区首位。 5、子公司重庆市渝物民用爆破器材有限公司，主要经营炸药、雷管、导火索、导爆索等民用爆破器材 及原材料。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入446.13万，占比0.05%，行业排名4/35，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-5.67亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入446.13万22.16万849.33万-481.01万-6275.56万 主力持仓 主力 ...

小清河作为连接省会、贯通鲁中、河海联运的"黄金水道"，2023年全线复航以来，有力带动沿线临河产业集聚和高水平对外开放。博兴港作为沿线四个港 口之一，北接渤海湾，东连青岛港（601298）、烟台港，西达黄河流域，南承鲁中腹地，地理位置优越、发展潜力巨大。近年来，在省交通运输厅、山东 海洋集团、山东水发集团及合作企业的大力支持下，先后开通黄骅、曹妃甸、潍坊等5条河海联运航线，打造了"海外—沿海港口—内河港口—产业园 区"的无缝对接通道。截至目前，博兴港已建成8个千吨级泊位，今年以来已实现货物水路运输900余航次，货物吞吐量已达120.6万吨，成为推动区域经济 发展的强力引擎。 齐鲁晚报.齐鲁壹点通讯员于静雯 12月10日，以"博纳百川（301667）兴航致远"为主题的博兴港港产融合高质量发展推介会在山东省博兴县举行。活动旨在庆祝港口吞吐量首破100万吨， 全面展示小清河复航及博兴港运营发展的丰硕成果，推介港口优势与投资机遇，共商港产城融合高质量发展大计。山东省交通运输厅二级巡视员赵方德， 滨州市副市长吕明涛，山东海洋集团党委副书记、董事、总经理陈江光，博兴县委副书记、县长孔磊、滨州市交通运输局党组书记、局长邹继 ...

Core Viewpoint - Lianyungang's stock performance shows a slight increase, with financing activities indicating low levels of trading and borrowing, suggesting potential investment opportunities in the context of its operational performance and market position [1][2]. Financing Activities - On December 10, Lianyungang's financing buy-in amounted to 6.05 million yuan, while financing repayment was 5.67 million yuan, resulting in a net financing buy of 382,400 yuan [1]. - The total financing and securities balance for Lianyungang reached 113 million yuan, accounting for 1.73% of its market capitalization, which is below the 20th percentile level over the past year, indicating a low financing balance [1]. - In terms of securities lending, Lianyungang repaid 7,200 shares and sold 800 shares on December 10, with a selling amount of 4,232 yuan, and the remaining securities lending balance was 29,500 shares, valued at 156,100 yuan, also below the 30th percentile level over the past year [1]. Company Overview - Jiangsu Lianyungang Port Co., Ltd. was established on October 15, 2001, and listed on April 26, 2007. The company primarily engages in port cargo handling, storage, and port management services [1]. - The main revenue sources for Lianyungang include cargo handling and related services (76.88%), comprehensive logistics and other services (17.98%), interest from the financial company (3.55%), and other sources (1.58%) [1]. Financial Performance - As of September 30, Lianyungang reported a decrease in revenue to 1.87 billion yuan, a year-on-year decline of 3.45%, and a net profit attributable to shareholders of 106 million yuan, down 25.90% year-on-year [2]. - The total number of shareholders decreased by 20.48% to 101,400, while the average circulating shares per person increased by 25.76% to 12,234 shares [2]. Dividend Distribution - Since its A-share listing, Lianyungang has distributed a total of 516 million yuan in dividends, with 199 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 5.83 million shares, an increase of 15,600 shares compared to the previous period [3].

在山东青岛港，绿色的能源正在改变港口的运行方式。这里不仅用上了光伏、风能和储能，连拖轮都用 上了绿色燃料。 "更新"是今年经济主要的变化之一，消费场景的"更新"、基础的设备"更新"，再到城市"更新"，持续激 发中国经济的活力，也为百姓带来"更新"的生活。 港口作业进行时 年吞吐量超7亿吨 在山东青岛港集装箱码头的作业现场，记者来到一艘船的甲板上。这艘船是今年6月刚投入使用的全国 首艘氢电拖轮。记者从青岛港了解到，今年港口的货物吞吐量突破了7亿吨大关，其中集装箱的吞吐量 也突破了三千万标准箱。这些数据的背后离不开港口工作者的辛勤付出，也离不开新能源、新技术的加 持。 续航超12小时 助力绿色港口建设 氢电拖轮亮点多 记者所在的氢电拖轮搭载"氢燃料电池+液冷锂电池"的混动系统，在现场几乎感受不到发动机的震动和 轰鸣，在9节航速的情况下，续航可超12个小时，与传统燃油拖轮相比，它在设备寿命、能源利用等方 面优势显著，预计每年减少二氧化碳排放约1500余吨。此外，驾驶室是采用分体式的双岛布局，不仅可 以提供更好的驾驶视野，还方便各类设备的操作，还有北斗卫星导航系统、智能岸基充电系统，填补了 多项国内空白。 新能源、新 ...

东兴证券近日发布交通运输行业2026年投资策略：回顾本年交运行业的走势，截至2025年12月8日，交 运板块涨幅在申万一级行业中排名靠后，走势明显弱于大盘。细分到子板块，公路、铁路、港口等重资 产+弱周期板块年初至今走势相对较弱，而航运航空等周期类板块走势相对较强。我们认为下半年反内 卷的政策执行对交运强周期板块的股价产生了较为积极的影响。 以下为研究报告摘要： 投资摘要： 行业回顾：反内卷带动强周期板块基本面回暖 回顾本年交运行业的走势，截至2025年12月8日，交运板块涨幅在申万一级行业中排名靠后，走势明显 弱于大盘。细分到子板块，公路、铁路、港口等重资产+弱周期板块年初至今走势相对较弱，而航运航 空等周期类板块走势相对较强。我们认为下半年反内卷的政策执行对交运强周期板块的股价产生了较为 积极的影响。 2026年展望：重视反内卷受益板块及高确定性个股 我们认为与今年下半年类似的，26年行业需要重点关注的依旧是反内卷和高确定性两条主线。今年国家 层面对反内卷的重视程度明显提升，反内卷对于行业的影响大概率会长期化，并对26年相关行业的股价 走势造成重要影响。因此我们建议持续关注受益于反内卷的相关板块，包括航空 ...

Core Viewpoint - The article discusses the approval of the "15th Five-Year Plan" by the 20th Central Committee of the Communist Party of China, outlining a strategic framework for China's economic and social development during this period, with various provinces already formulating their local plans to align with national objectives [1]. Group 1: Provincial Plans and Economic Goals - Over 20 provinces have approved local "15th Five-Year Plan" proposals, with many publicly announcing their strategies [1]. - Zhejiang aims for significant economic and technological advancements by 2030, targeting a per capita GDP close to that of developed economies [1]. - Guangdong emphasizes the "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" to enhance rural revitalization [2]. - Hubei identifies the "15th Five-Year Plan" period as crucial for its rise as a central region, focusing on the real economy and advanced manufacturing [2]. - Shanxi aims for a transformation towards modernization during the "15th Five-Year Plan" period, emphasizing energy transition and industrial upgrades [2]. Group 2: Industry Development and Innovation - Shaanxi plans to enhance traditional industries and develop modern manufacturing sectors, including new energy vehicles and semiconductors [3]. - Guizhou is set to optimize six major industrial clusters, including smart industries and advanced equipment manufacturing [3]. - Hainan is committed to implementing the Free Trade Port plan, focusing on institutional innovation and high-level openness [5]. - Sichuan and Hunan are prioritizing artificial intelligence in their development strategies, with a focus on integrating AI into various sectors [5]. Group 3: Regional Cooperation and Infrastructure - The "Beijing-Tianjin-Hebei Coordinated Development" is a key focus for the three provinces, with plans to enhance connectivity and support the construction of the Xiong'an New Area [6]. - Guangdong is working on building a unified market in the Greater Bay Area while enhancing cooperation with other major economic regions [6]. - Liaoning is focusing on strengthening safety in key sectors, including food and energy supply chains, to promote high-quality development [8]. Group 4: Social Development and Public Welfare - Shandong is implementing initiatives to boost employment for key demographics, including graduates and veterans, as part of its economic strategy [9]. - Fujian is enhancing healthcare reforms to improve public health services and ensure better access to medical care [9]. - The overarching goal across provinces is to prioritize people's well-being in economic and social development, reflecting a commitment to improving quality of life [9].

● 本公告所述交易构成了公司与关联方之间的关联交易，但尚不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 证券代码：600017 证券简称：日照港 编号：临2025－049 日照港股份有限公司关于与山东港湾建设集团有限公司发生关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本公司控股子公司日照港集装箱发展有限公司、日照港股份岚山港务有限公司与控股股东山东港口日 照港集团有限公司控股子公司山东港湾建设集团有限公司发生关联交易，合同总金额为14,511.15万元。 一、交易概述 统一社会信用代码：91371100X1359336XD 企业类型：其他有限责任公司 法定代表人：邹德健 注册资本：人民币197,455.1万元 近期，山东港湾建设集团有限公司（以下简称"山东港湾"）分别中标本公司控股子公司日照港集装箱发 展有限公司（以下简称"集发公司"）、日照港股份岚山港务有限公司（以下简称"股份岚山公司"）工程 项目。根据《上海证券交易所股票上市规则》等相关规定，上述交易构成了本公司下属子 ...

Core Viewpoint - The development of Yangshan Port over the past 20 years has significantly enhanced Shanghai's status as an international shipping hub and reflects China's economic growth. Group 1: Port Development and Capacity - Yangshan Port's container throughput has grown from 3.23 million TEUs in 2005 to over 26 million TEUs by the end of last year, totaling 330 million TEUs over 20 years, enough to circle the Earth 49 times [5][18]. - In the first 11 months of this year, Shanghai Port's container throughput exceeded 50 million TEUs, with Yangshan contributing over 26 million TEUs, and it is expected to surpass 29 million TEUs by the end of the year [7][9]. Group 2: Technological Advancements - The port has implemented electric upgrades and smart systems, significantly improving operational efficiency, with AI models increasing hourly processing from 800 to approximately 11,500 containers, a 1333% efficiency increase [11][13]. - The transition to a 5G smart port has enhanced unloading efficiency, with over 2,300 5G base stations established, allowing for faster processing of port entry and exit procedures [14][16]. Group 3: Future Expansion Plans - The construction of the Xiaoyangshan North operation area will add 6,100 meters of new coastline, including 7 large and 15 medium container berths, with a designed annual throughput capacity of 11.6 million TEUs [23][24]. - The new area will facilitate intermodal transport along the Yangtze River and alleviate congestion in the southern port area, enhancing overall operational synergy [26].

Core Viewpoint - The article discusses the implementation of the "14th Five-Year Plan" by various provinces in China, highlighting their strategic goals and initiatives aimed at achieving high-quality economic and social development during this period [1]. Group 1: Provincial Planning and Goals - Over 20 provinces have approved their local "14th Five-Year Plan" proposals, aligning with the central government's strategic objectives [1]. - Zhejiang aims for significant economic and technological advancements by 2030, targeting GDP per capita close to that of developed economies [2]. - Guangdong emphasizes the "High-Quality Development Project" for rural areas, while Shandong focuses on enhancing innovation and ecological protection [3]. Group 2: Economic Transformation and Development - Hubei identifies the "14th Five-Year" period as crucial for its rise in central China, focusing on advanced manufacturing and modern service industries [4]. - Shanxi plans to accelerate its energy transition and upgrade its manufacturing sector, leveraging agriculture and tourism for development [4]. - Western provinces like Shaanxi aim to enhance traditional industries and promote new energy sectors [4]. Group 3: Industry-Specific Initiatives - Guizhou is set to optimize six major industrial clusters, including digital industries and advanced manufacturing, while also developing three distinctive sectors [5]. - Heilongjiang is focusing on developing a billion-level ice economy, promoting a full industry chain around ice sports and tourism [6]. Group 4: Reform and Innovation - Hainan is implementing reforms to enhance its free trade port, while Shandong is focusing on building major open cooperation platforms [7]. - Sichuan and Hunan are prioritizing artificial intelligence integration into various sectors, indicating a trend towards technological innovation [7]. Group 5: Regional Cooperation and Integration - The "Beijing-Tianjin-Hebei" collaborative development is a key focus for these regions, with plans for infrastructure and functional integration [9]. - Guangdong is enhancing its role in the national market while promoting cooperation with other major economic regions [10]. Group 6: Safety and Sustainability - Provinces are emphasizing ecological safety and resource security, with Inner Mongolia focusing on environmental protection and Liaoning on supply chain security [12]. - The plans highlight a balance between development and safety, ensuring that economic growth does not compromise ecological integrity [12]. Group 7: Social Development and Welfare - Provinces are prioritizing social welfare, with initiatives aimed at improving employment and healthcare services [13]. - The focus on people's well-being as a central theme in development strategies reflects a commitment to enhancing quality of life [13]. Group 8: Implementation and Future Outlook - The ongoing release of provincial plans is expected to facilitate the effective implementation of the central government's "14th Five-Year Plan," laying a solid foundation for achieving significant progress in modernization [14].