美国政府关税政策"恶果"正在美最大、最繁忙集装箱港口洛杉矶港显现。洛杉矶港执行董事吉恩·塞罗 卡当地时间5月6日表示，本周港口货物量已下降约35%。国际码头与仓库工会成员萨尔·迪科斯坦佐直 言，当前形势下，南加州有90万名工人正面临工作机会不断流失的困境。全美范围内，与供应链相关行 业的900万人的命运取决于该港口正在发生的一切。 (央视财经) ...

Core Viewpoint - The impact of high tariffs imposed by the U.S. government is leading to a significant decline in container traffic at the Port of Los Angeles and the Port of Long Beach, which together account for 40% of the nation's total container volume [1][4]. Group 1: Container Traffic Decline - The Port of Los Angeles has seen about 20% of ships scheduled to arrive in May canceled, with cargo volumes down approximately 35% compared to the same period last year [2]. - The Port of Long Beach, which was the largest container port in the U.S. in Q1 2025, anticipates a decline in throughput by 35% to 40%, with only 3 ships arriving this week instead of the usual 17, representing a reduction of over 50% [3]. Group 2: Impact on Importers - U.S. importers are struggling to place orders for consumer goods such as furniture, toys, and clothing due to high tariffs and unpredictable tariff policies, leading to a significant drop in demand [4]. - Approximately 125,000 importers operate around the Port of Los Angeles, none holding more than 5% market share, and many are unable to afford the increased costs of imports, which have risen by 2.5 times [5]. Group 3: Consumer Effects - Many imported goods are currently stuck in China, and consumers are facing price increases; for example, a pair of tennis shoes priced at $175 could rise to about $350 due to tariff changes [6]. - American consumers are likely to experience shortages and high prices for essential goods, as many retailers have only one to two months' worth of inventory left [8]. Group 4: Broader Economic Impact - The reduction in container volumes will lead to decreased logistics and retail activity, potentially resulting in job losses and lower incomes across the supply chain [10]. - The high tariffs are causing a ripple effect throughout the U.S. economy, impacting not just ports but also the broader industrial landscape, as companies reliant on imported materials face production challenges [10].

消息面，中国人民银行行长潘功胜宣布，降准0.5个百分点，向市场提供长期流动性约1万亿元，并降低 政策利率0.1个百分点。适度宽松货币政策，有利于市场流动性改善，提振市场信心。 涨幅居前的还有煤炭股。南南资源（01229.HK）涨13.46%，中国神华（01088.HK）涨1.53%，中煤能 源（01898.HK）涨1.49%。 5月7日，港股三大指数高开低走。截至收盘，恒生指数涨0.13%，国企指数跌0.23%，恒生科技指数跌 0.75%。 分板块看，消费板块中，汽车经销商、体育用品、香港零售股、奢侈品股、节假日概念等板块都表现不 错。成分股中，中升控股（00881.HK）涨4.8%,安踏体育（02020.HK）涨1.86%,361度（01361.HK）涨 1.88%，新秀丽（01910.HK）涨3.35%，普拉达（01913.HK）涨4.41%，携程集团-S（09961.HK）涨 2.29%。 消息上，在今天（7日）举行的国新办新闻发布会上，中国人民银行行长潘功胜表示，将完善存款准备 金制度，阶段性将汽车金融公司、金融租赁公司的存款准备金率，从目前的5%调降至0%。此外，潘功 胜还表示，将设立5000亿元服 ...

Core Insights - Yantai Port experienced a significant increase in passenger traffic during the "May Day" holiday, with 114,000 passengers transported, representing a 23% year-on-year growth [1] - The port's roll-on/roll-off vehicle transport reached 16,700 units, with a peak of 15,000 passengers on May 4, marking the highest daily passenger volume of the year [1] Group 1 - The passenger transport company at Yantai Port established a robust capacity assurance network in anticipation of the surge in passenger flow, utilizing 16 roll-on/roll-off vessels to balance transportation demand [3] - The implementation of smart gate systems and electronic tickets facilitated a seamless travel experience, allowing for instant verification of passenger identities [3] - A dedicated "vehicle nanny" service was introduced to provide real-time optimal route guidance and assistance with vehicle boarding, significantly reducing boarding times [3] Group 2 - The company emphasized warm customer service during the holiday, with volunteers assisting passengers in various capacities, including helping locate lost luggage and providing wheelchairs for those in need [3] - A total of over 200 acts of kindness were reported during the holiday, along with formal recognitions such as a commendation from the municipal hotline and a handwritten thank-you letter [3] - Safety measures were prioritized, with a 24-hour collaborative security framework established with local police, ensuring constant vigilance over the port area [4] - The company achieved a 100% security check rate through a combination of intelligent and manual inspection methods [4]

港股港口运输股震荡上升，中远海能(01138.HK)涨超10%，辽港股份(02880.HK)涨超3%，招商局港口 (00144.HK)、秦港股份(03369.HK)均涨1.5%。 ...

港口集装箱吞吐量快速增长。一季度，完成港口货物吞吐量42.2亿吨，同比增长3.2%。完成港口集装箱 吞吐量8303万标箱，同比增长8.2%，其中外贸航线同比增长11.5%。 一季度，完成跨区域人员流动量173.9亿人次，同比增长4.0%。其中，铁路、民航客运量同比分别增长 5.9%和4.9%；公路人员流动量完成160.7亿人次，同比增长3.9%。 河北沧州市，全长288公里的堤顶路依运河而建，串起沿线364个和美乡村，成为人们观光、休闲的好去 处。 新疆新源县，蜿蜒的盘龙谷道穿越草原、雪山、松林、灌木，不仅是牧民转场的快速通道，更成为聚拢 人气的"绿海大道"。 "今年，我们将多措并举、持续发力，加快完善现代化农村交通运输体系。"交通运输部公路局副局长陶 汉祥介绍。 以一批重大工程作牵引，我国交通投资保持高位运行。一季度，完成交通固定资产投资6752亿元，铁 路、水路投资保持较快增长，同比分别增长5.2%和10.2%。 在建一批、新开一批、储备一批，为积极扩大交通运输有效投资，一批交通重大工程项目已完成年度布 局。今年2月，交通运输部编制印发《加快建设交通强国重大工程和重大项目（2025年版）》，国家综 合立体 ...

洛杉矶港是美国最大、最繁忙的集装箱港口。受美国政府关税政策影响，洛杉矶港近期的货物吞吐量显 著下滑，对港口周边的供应链以及劳动力市场造成冲击，码头工人和货车司机的生计受到严重影响。在 2024年大选中投票给特朗普的卡车公司老板蒙塔尔博表示，现在在美国任何一个港口都会发现很多愤怒 的卡车司机。他还喊话特朗普"来港口亲眼看看现实"，看看关税战正在如何碾碎卡车司机的生计。据洛 杉矶港执行董事吉恩.塞罗卡说，来自中国的货物约占洛杉矶港业务的45%，关税政策下，美国部分主 要零售商已暂停所有中国商品的发货。(央视新闻) ...

Group 1 - The core message emphasizes the importance of labor and dedication in achieving national goals and revitalization, as highlighted by General Secretary Xi Jinping [1] - The development of the Tieshan Port in Beihai, Guangxi, showcases efficient logistics and the modernization of port operations, reflecting the commitment of workers [1] - The narrative includes personal stories of workers, such as Chen Haiming, who progressed from an apprentice to a skilled technician, illustrating the impact of hard work and technological advancement in the port [1] Group 2 - The Beijing Daxing International Airport, operational since September 2019, symbolizes national ambition and modern craftsmanship, with over 220 flight routes connecting 184 domestic and international destinations [2] - During the recent "May Day" holiday, the airport managed an expected passenger throughput of over 700,000, demonstrating its capacity and operational efficiency [2] - The text highlights the contributions of workers across various sectors, including rural revitalization and urban construction, emphasizing their role in the journey towards building a modern socialist country [2]

Core Points - During the "May Day" holiday, Shandong Port Yantai Port Passenger Company deployed 16 large passenger and cargo roll-on/roll-off ships across five passenger stations, expecting a passenger flow of over 28,000 on the first day [1] - The company implemented a separation of passengers and cargo, optimizing berth allocation and schedules to release 23,000 passenger spots and 2,900 vehicle spots, dynamically increasing trips and adjusting the ratio of passenger to cargo vessels [1] - The company emphasized a customer-centric service approach, providing customized ticket booking and itinerary planning for group travelers, and enhancing boarding efficiency through dual security channels and smart gates [1][2] Operational Enhancements - The company introduced real-time navigation solutions for large tourist buses and trucks, improving vehicle boarding efficiency with dedicated personnel guiding at key points [1] - A volunteer program with over 20 volunteers was established to assist passengers, particularly the elderly and disabled, ensuring a warm and supportive travel experience [2] - The company also launched themed activities in collaboration with COSCO Shipping, offering interactive sessions and customized gifts for travelers, while providing real-time flight information through various channels [2]

由上海市总工会、东方娱乐、SMG纪录片创制中心（真实传媒）联合打造的《上海工匠第十季——奋楫》将于5月1日至5日每天8:05在东方卫视两集连播。 节目海报 值此上海市总工会百年华诞之际，节目以"百舸争流，奋楫者先"的进取精神为核，聚焦临床医学、智慧港口、精密测量、海洋工程等领域的十位上海顶尖工 匠。 张蕾 这位非科班出身的"网络尖兵"，在看不见的维度演绎着攻防战。两会、进博会、党的二十大，她在数字洪流中筑坝，用渗透测试撕裂防御假象，以漏洞挖掘 构筑坚实护盾。五年间，她在虚拟战场淬炼出的不仅是技术利刃，更是守护光明的信念——每个补丁都在书写"此路不通"的宣言。 上海工业自动化仪表研究院有限公司张怀锁，正用中国力值重新定义世界测量体系。 在坚冰上镌刻中国精度 在灯火通明的城市背后，在洋山港的万吨巨轮旁，在新能源海域的长风波涛里，有这样一群以匠心为舟、以勇毅作楫的孤勇者，用毫厘必争的精度刻下中国 智造的高度。 张怀锁 面对钢铁、建筑、交通、航空航天等领域的"万吨级"力值检测空白，他带领团队用五年光阴浇筑出世界首台套100MN力标准测力机，在极限载荷下验证 了"中国芯"的硬核实力。其主导研发的最大量程70MN轧制力传 ...