Core Viewpoint - The construction of a comprehensive logistics network integrating sea, land, air, and rail has significantly enhanced Shenzhen's international competitiveness, establishing it as a crucial node in global supply chains and innovation networks [1]. Maritime Transport - Shenzhen's port system is renowned for its extensive capacity and efficient shipping routes, with the port handling a container throughput of 17.23 million TEUs in the first half of the year, marking a year-on-year increase of 10.8%, leading the growth among major ports in China [2]. - The port operates 270 foreign trade container routes covering six continents and twelve major shipping areas, with 30 cross-border e-commerce shipping lines emerging as new growth points [2]. - The port serves as a vital hub for China's maritime exports, with the Yantian Port area being a preferred docking site for ultra-large container ships, handling over 25% of the national export volume to the U.S. [2]. Land Transport - The China-Europe Railway Express (Shenzhen) has become a key logistics channel connecting Asia and Europe, with 27 export routes established and 85 trains dispatched in the first half of the year, carrying 44,000 tons of goods [3]. - The value of goods transported by the 731 trains scheduled for 2024 is projected to reach $2.5 billion, with stable operations of 2-3 trains per week supporting global business expansion [3]. - The opening of the China-Kyrgyzstan-Uzbekistan international rail and road transport has improved customs efficiency by over 30%, reducing transportation times [3]. Air Transport - Shenzhen Airport achieved a passenger throughput of 32.57 million in the first half of the year, a year-on-year increase of 10.9%, and a cargo and mail throughput of 983,000 tons, up 14.1% [4]. - The airport has expanded its international cargo routes, adding three new routes to Miami, Delhi, and Jakarta, and increasing the number of international cargo destinations to 43 [4]. - The airport has established stable connections with 63 global cargo destinations, enhancing its international freight network [4]. Data and Information Flow - Shenzhen leads the nation in cross-border data transaction volume, reaching 312 million yuan in 2024, with the Shenzhen Data Exchange completing over 15 billion yuan in data transactions [5]. - The Qianhai area has launched three major cross-border data products, enhancing data infrastructure connectivity between Shenzhen and Hong Kong [6]. - The development of data as a new production factor is positioning Shenzhen's digital economy for growth, with a focus on compliance and risk assessment for businesses expanding overseas [6]. Conclusion - Over the past 40 years, Shenzhen has built a global logistics network through its integrated transport system, enhancing its international influence and contributing positively to global trade and China's economic development [6].

Core Insights - The successful docking of the "Libra" vessel, carrying 88,000 tons of bauxite, at Dongying Port marks the first foreign trade voyage for the port's general terminal, showcasing its operational capabilities [1][4] - Dongying Maritime Bureau has implemented various measures to ensure safe docking, including precise services, smart supervision, and collaborative control, achieving a "zero-barrier" seamless docking process [1][3] Group 1 - The "Libra" vessel's docking sets a record for the largest bulk carrier to dock at Dongying Port since its opening, contributing to the port's development towards becoming a 100-million-ton port [4] - Dongying Maritime Bureau has conducted systematic assessments of navigation safety impacts from major water engineering projects, proactively addressing potential navigation risks [3] - The bureau has organized emergency response drills for pollution incidents, enhancing the port's capability to handle sudden pollution events and ensuring operational safety [3] Group 2 - A special task force has been established to improve collaboration with shipping companies and related entities, optimizing vessel traffic organization to enhance efficiency and safety for large vessels entering and exiting the port [3] - The use of smart maritime technologies and real-time monitoring systems, including CCTV and drones, has been implemented to ensure a clean navigation environment and stable order [3] - The Dongying Maritime Bureau is focused on optimizing the port's customs clearance processes, significantly improving the efficiency of key operational links and enhancing user satisfaction [3]

1. Report Industry Investment Rating - No information provided in the content 2. Core Viewpoints of the Report - Shanghai and Ningbo ports' congestion has improved compared to the previous period, but the ship turnover time remains high. With the weakening of the shipping scale trend, the pressure on Chinese ports is expected to ease, but potential weather disturbances need attention. Southeast Asian port congestion pressure has significantly declined. [2] - In Europe, issues such as summer vacations, labor shortages, railway construction in Germany, and low water levels in the Rhine are still intensifying, leading to a continuous increase in port pressure. [2] - The overall congestion level of North American ports is controllable, and attention should be paid to subsequent port operation dynamics. [2] 3. Summary According to Relevant Catalogs 3.1 Data点评 - **Asian Ports**: Yangshan, Waigaoqiao, and Ningbo ports in China have different average waiting and berthing times for ocean - going container ships, with varying numbers of ships at anchor and in berth. Southeast Asian ports like Singapore and Port Klang also show different congestion situations. Chinese port congestion has improved, and Southeast Asian port pressure has dropped significantly. [2] - **European Ports**: Ports such as Rotterdam, Antwerp, and Hamburg in Europe have high average waiting and berthing times for ocean - going container ships. Problems like summer vacations, labor shortages, railway construction, and low river water levels are causing continuous pressure on European ports. [2] - **North American Ports**: Overall congestion in North American ports is controllable, with different average waiting and berthing times for ocean - going container ships in various ports. [2] 3.2 Data Overview - The report provides data on the in - port duration of key container ports, including month - on - month and year - on - year changes. For example, Yangshan Port's latest in - port duration is 47.0 hours, with a month - on - month increase of 6.0 hours and a year - on - year increase of 16.3 hours. [6] 3.3 Asian Port Dynamic Tracking - It presents data on the scale of container ships in ports in China and Southeast Asia, the number of container ships at anchor and in berth in different ports, and the average in - port, waiting, and berthing times of ocean - going container ships in Southeast Asian and Chinese ports. [8][16] 3.4 European Port Dynamic Tracking - It shows the scale of container ships in European ports, the number of container ships at anchor and in berth in major ports in north - western Europe and the Mediterranean, and the average in - port, waiting, and berthing times of ocean - going container ships in north - western European and Mediterranean ports. [19][27] 3.5 North American Port Dynamic Tracking - It provides data on the scale of container ships in North American ports, the number of container ships at anchor and in berth in some ports, and the average in - port, waiting, and berthing times of ocean - going container ships in US ports. [32][34] 3.6 Large - Ship Arrival Situation and Key Hub Monitoring - It shows the arrival situation of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival situation of 1.2w + container ships of different alliances in Asian, north - western European, and Mediterranean ports, and the passage situation of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal. [42][45][48]

Group 1 - China's successful launch of low Earth orbit satellite internet satellites on August 17, 2025, marks the 590th flight of the Long March series rockets [2] - In the first half of the year, the added value of the electronic information manufacturing industry increased by 11.1% year-on-year, outperforming the overall industrial growth rate by 4.7 percentage points [2] - Major products in the electronic information sector included smartphone production of 563 million units, a 0.5% increase, and integrated circuit production of 239.5 billion units, an 8.7% increase [2] Group 2 - Nvidia has initiated a self-developed HBM Base Die design plan, expected to begin small-scale trial production in the second half of 2027 [2] - Tianjin Port has launched a new era of fully autonomous tugboat operations, marking a significant advancement in intelligent navigation technology [2]

Core Insights - Hamburg port's maritime cargo throughput is expected to grow by 3.6% in the first half of 2025, with container throughput increasing by 9.3, indicating a stable growth trend [1] - The port experienced a 19.3% decline in container throughput to the US due to frequent changes in US tariff policies, highlighting the negative impact of US trade policy uncertainty on global shipping and transatlantic trade [1] - In contrast, logistics cooperation with Asia and the Baltic region has increased, with container throughput growth primarily driven by East Asia and Baltic routes [1] - The data reflects the impact of US tariff policies on transatlantic trade and the warming trade relations between Europe and East Asia, with expectations that transatlantic trade will continue to be affected in the future [1]

Core Viewpoint - Guangzhou is implementing a coastal and marine spatial planning strategy aimed at establishing itself as a "Marine Innovation Development Capital" and a modern city with marine characteristics by 2035, focusing on ecological protection and economic development [1][15]. Spatial Layout Construction - The planning covers a total area of 798 square kilometers, with 385 square kilometers of marine area and 413 square kilometers of land area [3][6]. - The core spatial innovation is the "one belt, three zones" strategy, which includes a marine economic innovation development belt and three distinct zones based on regional characteristics [3][6]. Industrial Grouping and Economic Development - The coastal area has developed three major industrial clusters: marine transportation, high-end shipbuilding, and coastal tourism, contributing to a marine production value of 497.9 billion yuan, accounting for 25% of the province's total [7][17]. - The planning outlines paths for industrial upgrades, focusing on optimizing existing industries and fostering emerging sectors like modern marine fisheries and marine new energy [7][9]. Ecological Protection and Management - The planning introduces a "coastline retreat line" system to balance development and ecological protection, categorizing coastal areas into strict protection, limited development, and optimized utilization zones [10][14]. - The ecological protection area constitutes 36.29% of the total marine area, with various designated zones for development and conservation [10][13]. Regional Collaboration Strategy - The plan emphasizes collaboration within the Guangdong-Hong Kong-Macao Greater Bay Area, aiming to create a world-class port cluster and enhance ecological and economic integration [15][17]. - Specific goals include building a marine ecological network and improving transportation infrastructure to strengthen regional connectivity [15][17].

公司回答表示：公司下属海口新海轮渡码头有限公司正积极配合政府相关部门的海南自贸港封关设施设 备布局建设工作，目前已会同政府相关部门多次组织开展通关规模化综合实战演练，确保封关运作平稳 有序。 金融界8月18日消息，有投资者在互动平台向海峡股份提问：目前海南自由港封关总体进展？公司参与 海南自由港封关云总项目进展如何？ 来源：金融界 ...

每经AI快讯，有投资者在投资者互动平台提问：目前海南自由港封关总体进展？公司参与海南自由港 封关云总项目进展如何？ 海峡股份（002320.SZ）8月18日在投资者互动平台表示，公司下属海口新海轮渡码头有限公司正积极配 合政府相关部门的海南自贸港封关设施设备布局建设工作，目前已会同政府相关部门多次组织开展通关 规模化综合实战演练，确保封关运作平稳有序。 （文章来源：每日经济新闻） ...

Core Insights - Ningbo Port has seen a net financing inflow of 16.5286 million yuan last week, ranking 483rd in the two markets [1] - The company operates primarily in the maritime transportation sector and has a registered capital of approximately 1.945 billion yuan [1] Financing and Investment - Last week, the financing amount for Ningbo Port was 107 million yuan, while the repayment amount was 89.9913 million yuan [1] - Over the past 5 days, the main capital outflow was 17.6257 million yuan, with a decline of 1.71% [1] - Over the past 10 days, the main capital outflow reached 98.2165 million yuan, with a decline of 5.05% [1] Company Profile - Ningbo Zhoushan Port Co., Ltd. was established in 2008 and is located in Ningbo City [1] - The company has made investments in 87 enterprises and participated in 1,856 bidding projects [1] - It holds 52 trademark registrations and 1 patent, along with 79 administrative licenses [1]

Core Insights - The new shipping route "Mairitesku Mai" from Xiamen Port to Indonesia marks the addition of the 24th "BRICS route" at Xiamen Port [1] - Indonesia has officially become a member of the BRICS nations this year, enhancing trade cooperation opportunities between Fujian Province and Indonesia [1] - The new route is operated monthly by Mairites (MTS), connecting Xiamen to major ports in Indonesia, which will facilitate the transport of goods like marble products [1] Trade and Economic Cooperation - Xiamen Port has established 24 maritime "BRICS routes" covering 20 major ports in six BRICS countries, including India and South Africa [1] - The new route has fewer stopover ports compared to traditional routes, reducing transit time by nearly 25%, which is beneficial for the transportation of bulk commodities and industrial parts [1] - The route aims to meet the demand for stable transportation cycles from trade partners along the route, particularly for goods requiring balanced transport timing [1]