今年以来，青岛港锚定高质量发展目标，坚持"海陆"双向发力，持续织密物流航线网络，新增集装箱航线20条，航线总数扩容至近240条，覆盖全球180多 个国家和地区的700多个港口，对接共建"一带一路"及RCEP国家的航线占比超过60%，推动"新三样"、高端设备、精密仪器等高附加值货种源源不断驶向 世界各地，成为中国与新兴市场贸易往来的"黄金通道"；依托陆向联动，建成54个内陆港、开通86条海铁联运班列，1-11月份青岛港海铁联运箱量完成 262.5万标准箱，同比增长11%，继续保持全国沿海港口首位。 立足高质量发展大局，青岛港抢抓建设黄金期，持续扩大港口通过能力，今年新开工15个重大项目，新增码头通过能力1600万吨、堆场面积146万平米、 液化烃库容13.2万立方，特别是第二座40万吨矿石码头建成投产，形成了"比翼双飞四十万"发展新格局，硬件能力显著提升，千亿级临港产业集群加速崛 起，"吨位决定地位"的港航名言正在逐渐变为现实。 12月8日，随着满载10612TEU的集装箱船舶"地中海伊娃"轮在前湾港区完成装卸作业，青岛港今年货物吞吐量累计突破7亿吨，较2024年突破7亿吨提前15 天。今年集装箱吞吐量已于11 ...

Core Insights - Qingdao Port has achieved a cumulative cargo throughput of over 700 million tons this year, reaching this milestone 15 days earlier than in 2024 [1] - The port has added 20 new container shipping routes this year, bringing the total to nearly 240 routes, covering over 700 ports in more than 180 countries and regions, with over 60% of the routes connecting to Belt and Road Initiative and RCEP countries [4] - Qingdao Port has established 54 inland ports and opened 86 sea-rail intermodal train routes, maintaining the highest container throughput in coastal ports nationwide, with a cumulative container throughput of over 30 million TEUs this year [6]

来源：新浪证券-红岸工作室 12月5日，辽港股份涨0.62%，成交额1.70亿元。两融数据显示，当日辽港股份获融资买入额1754.00万 元，融资偿还2111.90万元，融资净买入-357.90万元。截至12月5日，辽港股份融资融券余额合计2.55亿 元。 融资方面，辽港股份当日融资买入1754.00万元。当前融资余额2.50亿元，占流通市值的0.83%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，辽港股份12月5日融券偿还43.03万股，融券卖出1.10万股，按当日收盘价计算，卖出金额 1.79万元；融券余量309.38万股，融券余额504.29万元，超过近一年80%分位水平，处于高位。 资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业务(散粮部分);客运滚装码头及相关物流业务(客运滚装部分)及港 口增 ...

Group 1 - The core point of the article highlights the significant increase in the number of Cape vessels and cargo handled at Zhenjiang Port, with a year-on-year growth of 23% in vessel arrivals and 30% in cargo volume from January to November this year, surpassing the total data for the entire year of 2024 [1][2] - Zhenjiang Maritime Bureau has successfully facilitated the safe berthing of 162 Cape vessels and 15.1 million tons of cargo, marking a historical high since the port began accommodating Cape vessels [1] - The increase in the draft capacity to 12 meters has enhanced the port's attractiveness to large vessels and improved the efficiency of bulk cargo transshipment, particularly for iron ore [1] Group 2 - The Zhenjiang Maritime Bureau is actively implementing measures to support the "Water Transport Jiangsu" initiative, focusing on optimizing the business environment for the port and enhancing the Cape vessel berthing service system [2] - The Bureau has engaged in the collective utilization of port shoreline resources and supported the operational release of two Cape vessel berths, contributing to the efficient handling of iron ore and other cargo types [2] - Zhenjiang Maritime Bureau has established three "golden routes" for iron ore, general cargo, and agricultural production materials, ensuring that the transshipment volume of iron ore and other goods remains the highest in the country [2]

Group 1: Cultural and Tourism Integration - The city of Fangchenggang is promoting cultural tourism integration by leveraging its unique position as the only city in China connected to ASEAN by land and sea, focusing on "cultural promotion of tourism" and "economic development through maritime resources" [1][3] - The city has developed various cultural tourism activities, such as the "National Gate Literary Cavalry" and cross-border cultural events, enhancing tourism cooperation with Vietnam [3] - In the first nine months of 2025, Fangchenggang received 37.1 million tourists, generating a total tourism revenue of 35.15 billion yuan, indicating a robust growth in the cultural tourism market [3] Group 2: Port Development and Efficiency - Fangchenggang Port has significantly improved its operational efficiency, with the ability to unload a 200,000-ton iron ore ship in just two days, compared to the previous need for transshipment [5][6] - The port has 41 berths capable of handling over 180 million tons annually, with a global shipping network covering over 200 ports in more than 100 countries [5] - The implementation of smart technologies and green initiatives has led to a 70% reduction in PM2.5 levels and a 26.8% decrease in energy consumption per unit of throughput since 2020 [6] Group 3: Industrial Collaboration and Economic Growth - The proximity of industries to the port has created a competitive advantage, with companies like Guangxi Hongwang New Materials Technology Co., Ltd. benefiting from direct access to raw materials, aiming for an annual output value of approximately 10 billion yuan [7] - The Fangchenggang International Medical Open Experimental Zone is fostering cross-border medical industry cooperation, with companies establishing production lines to prepare for overseas market expansion [9] - By 2025, the Fangchenggang International Medical Open Experimental Zone is expected to attract over 6 billion yuan in investment, with a total output value of 5 billion yuan from medical devices and traditional medicine industries [9]

Core Viewpoint - The Shandong Provincial Government has approved the "Overall Plan for the Ta'er River Port Area of Binzhou Port (2035)", which aims to enhance the port's infrastructure and support the development of coastal industries in the region [3][6]. Group 1: Port Planning and Infrastructure - The approved plan includes a total port coastline of 37.18 kilometers, with 30.51 kilometers designated for the planning period and 6.67 kilometers reserved for future use [3]. - The port area is divided into several operational zones, each with specific functions, including the Wudi, Beihai, Zhanhua, and Binhai operational areas, focusing on bulk cargo and container transportation [4][6]. Group 2: Operational Zones - The Wudi operational area will primarily handle bulk and liquid cargo, with plans to expand container shipping, serving the Wudi and Beihai Economic Development Zone [4]. - The Beihai operational area will also focus on bulk and liquid cargo, with a similar service scope as Wudi, but with a phased development approach [4]. - The Zhanhua operational area will concentrate on bulk cargo and aims to expand container shipping, supporting the Zhanhua coastal industry [4]. - The Binhai operational area will focus on bulk and liquid cargo, with plans to develop container shipping based on the needs of the industrial cluster [4]. Group 3: Supporting Infrastructure - The plan includes provisions for transportation and utility infrastructure, such as power supply and water management systems, to support the port's operations [5].

"一家人，在一起！只要有需要，我们随时顶上！"船长王军海的话语朴实有力，道出山港人血脉相连的兄弟情谊。 山东港口一体化改革发展以来，日照港轮驳公司与青岛港轮驳公司、港湾建设集团日照公司签订《拖轮互助协议》，累计协同作业100余艘次，保障港口 通航效率持续提升。三方携手互动、深度对标，实现优势互补、能力聚合，汇聚起推动港口蓬勃发展的强劲动能。 "兄弟，货轮集中到港，拖轮资源紧张，请求支援！"日前，山东港口日照港（600017）接到一通来自青岛港（601298）董家口港区的生产求助电话，希望 日照港派出拖轮协助其靠泊生产。在冲刺四季度关键时期，面对繁重的生产任务，日照港轮驳公司主动克服生产压力，随即安排"日港拖1"轮出发。 抵达现场后，"日港拖1"轮船长王军海通过与兄弟单位细致交流，熟悉现场情况、助泊操作经验。最终，克服寒冷气温、复杂海况等影响，两港区拖轮兄 弟紧密配合、并肩作战，成功将大型油轮安全、平稳地护送靠泊，圆满完成生产支援任务。 ...

Core Points - The company is extending the commitment period to avoid competition until the end of 2030 due to certain assets not meeting the injection conditions within the original timeframe [10][20][16] - The board of directors has approved this extension, ensuring it aligns with regulatory guidelines and does not harm the interests of the company or its shareholders [21][22] Group 1: Company Overview - Jiangsu Lianyungang Port Co., Ltd. is involved in various port-related services, including cargo handling, warehousing, and logistics [6][4] - The company has a registered capital of 40,000 million RMB and is primarily owned by Sinopec and Jiangsu Lianyungang Port Group [2] Group 2: Financial Data - As of June 30, 2025, the company reported total assets of 501,313.26 million RMB and a net asset value of 78,442.47 million RMB, with a revenue of 304,054.29 million RMB and a net loss of 1,455.00 million RMB for the first half of 2025 [4] Group 3: Related Party Transactions - The company engages in daily transactions with related parties, including procurement of materials and services, which are conducted under fair pricing principles [7][9] - The company has signed agreements for land use rights and other services with its controlling shareholder, Lianyungang Port Group [8][9] Group 4: Commitment to Avoid Competition - The commitment to avoid competition was initially made in December 2020, and the extension is necessary due to the ongoing development of certain port assets [10][16] - The company has successfully injected some assets into its operations, but others still require improvement to meet the necessary conditions for injection [16][20] Group 5: Board Approval Process - The board of directors held meetings to discuss and approve the extension of the commitment, ensuring that all related parties recused themselves from voting [21][22]

12月5日，重庆港涨2.12%，成交额5377.41万元，换手率0.87%，总市值62.79亿元。 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。 2、公司以港口为依托，围绕铁、公、水多式联运，坚持大客户战略，充分整合仓储、航运、铁路、公 路、口岸等物流要素资源，积极拓展贸易物流、供应链物流等业务。 来源：新浪证券-红岸工作室 3、公司属于国有企业。公司的最终控制人为重庆市国有资产监督管理委员会。 4、主营装卸及综合物流、商品销售等,重庆处在"一带一路"、长江经济带等重大发展战略的节点上,承东 启西、连接南北,是衔接和联动几大战略的重要枢纽,具有良好的互联互通基础。 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： ...

新华社利马12月4日电（记者孟宜霏 廖思维）秘鲁多党派青年议员团日前实地考察首都利马以北80公 里的钱凯港。多名议员表示，钱凯港正成为驱动秘鲁经济发展的重要引擎，期待持续深化与中方合作， 共享发展机遇。 "钱凯港是秘中两国团结与互联互通的象征。"国会议员阿里亚娜·奥鲁埃说，蓝莓等秘鲁特色农产品通 过钱凯港，以更短的运输时间、更优的品质走上亚洲消费者餐桌，这让秘中以及秘鲁与更多亚洲国家之 间的合作纽带愈加紧密。 国会议员罗桑赫拉·巴尔瓦兰说，"钱凯港的建成和运营让秘鲁人感到自豪。开港仅一年，设施就能高 效、有序运转，经济效益初现，'中国速度'令人惊叹"。 钱凯港是中秘共建"一带一路"重要项目。2024年11月14日开港以来，这个南美首座智慧港口吞吐量与出 口能力同步攀升，短短一年间迅速成为秘鲁第三大港口，推动该国新业态蓬勃兴起，区域产业链加速升 级。 奥鲁埃说，钱凯港的重要作用不仅体现在促进经贸往来上，也体现在带动就业与区域发展方面。随着港 口吞吐量不断提升、运营规模持续扩大，港口将进一步带动周边城市共同发展。 秘鲁外贸和旅游部日前表示，钱凯港持续强化其作为秘鲁对外贸易关键枢纽的作用，已成为秘鲁农产品 输往亚洲 ...