Group 1 - The Shenzhen Port (Thailand) Port and Logistics Cooperation Development Exchange Conference was successfully held in Bangkok, Thailand, focusing on building a cooperative platform to address global market uncertainties through port and logistics collaboration [1][2] - The event was attended by over 200 representatives from various sectors, including port, logistics, trade, and manufacturing, highlighting the importance of collaboration between Shenzhen and Thailand [1][2] - Shenzhen Port Group aims to establish a comprehensive logistics supply chain service network between Shenzhen and Thailand, enhancing efficiency and stability in logistics operations [1][4] Group 2 - Shenzhen Port Group has been actively constructing a service system that integrates "port hub + logistics channel + trade network," providing end-to-end international logistics solutions [4] - During the ASEAN (Thailand) Expo, Shenzhen Port Group and its subsidiaries participated in overseas exhibitions and business promotions to attract more ASEAN exporters to choose Shenzhen Port for international transshipment [4] - The collaboration aims to facilitate the entry of Thai commodities into the Chinese market and support the export of Chinese new energy vehicles to Southeast Asia, contributing to the economic prosperity of China and Thailand [4]

新华财经北京6月12日电 （王媛媛）周四市场全天窄幅震荡，三大指数涨跌不一。截至收盘，沪指报 3402.66点，涨0.01%，成交5016亿元；深证成指报10234.33点，跌0.11%，成交7702亿元；创业板指报 2067.15点，涨0.26%，成交3786亿元。 板块方面，美容护理、IP经济、可控核聚变、创新药等板块涨幅居前，港口航运、白酒、猪肉、煤炭等 板块跌幅居前。 盘面热点 盘面上，新消费概念股再度大涨，美容护理、IP经济等方向领涨，德艺文创等多股涨停。核电股展开反 弹，融发核电涨停。创新药概念股维持强势，海思科涨停。下跌方面，港口航运股展开调整，连云港跌 超5%。 个股跌多涨少，全市场超2800只个股下跌。 机构观点 国家发展改革委副主任李春临6月12日在国新办新闻发布会上表示，从金融、技术、数据等要素赋能实 体经济的角度来看，《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》推出了深化金融 市场等改革举措，支持符合条件的香港联合交易所上市公司在深圳证券交易所发行上市存托凭证，允许 符合条件、在香港联合交易所上市且在境内注册的粤港澳大湾区企业在深圳证券交易所上市。 将在中国香港申请稳定币 ...

Core Viewpoint - The A-share market showed mixed performance with the ChiNext Index rising by 0.26%, driven by strong new consumption concept stocks, while other indices experienced slight declines [1] Market Performance - The three major A-share indices opened lower and fluctuated throughout the day, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.11%, and the ChiNext Index up by 0.226% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.27 trillion yuan, an increase of 16.3 billion yuan compared to the previous trading day [1] Sector Performance - Market hotspots rotated, with over 3,000 stocks declining, while sectors such as metal new materials, precious metals, IP economy, and controllable nuclear fusion saw significant gains [1] - Conversely, the aquaculture, port shipping, and liquor sectors experienced notable declines, with the liquor index hitting a four-month low [1] Notable Stocks - New stock N Haiyang debuted with a remarkable increase of 386% on its first trading day [1] - New consumption concept stocks continued to perform strongly, with companies like Deyi Culture, Yue Media, and Yuanlong Yatu reaching their daily price limits [1] - Innovative drug concept stocks maintained their strength, with Haishike hitting the daily limit [1] Declines in Specific Sectors - The port shipping sector saw a pullback, with Lianyungang's stock dropping over 7% [1] - The liquor sector faced widespread declines, with the price of the 25-year-old Feitian Moutai falling below 2,000 yuan [1]

智通财经6月12日电，市场全天窄幅震荡，三大指数涨跌不一。沪深两市全天成交额1.27万亿，较上个 交易日放量163亿。盘面上，市场热点快速轮动，个股跌多涨少，全市场超2800只个股下跌。从板块来 看，新消费概念股再度大涨，美容护理、IP经济等方向领涨，德艺文创等多股涨停。核电股展开反弹， 融发核电涨停。创新药概念股维持强势，海思科涨停。下跌方面，港口航运股展开调整，连云港跌超 5%。板块方面，美容护理、IP经济、可控核聚变、创新药等板块涨幅居前，港口航运、白酒、猪肉、 煤炭等板块跌幅居前。截至收盘，沪指涨0.01%，深成指跌0.11%，创业板指涨0.26%。 收评：沪指全天窄幅震荡 新消费概念股持续爆发 ...

金十数据6月12日讯，A股三大股指早盘低开高走，震荡上行。截至中午收盘，沪指涨0.07%，深证成指 涨0.05%，创业板指涨0.5%；沪深两市半日成交额7752亿，较上个交易日缩量154亿。盘面上热点快速 轮动，个股跌多涨少，金属新材料、贵金属、通讯设备、可控核聚变等板块涨幅居前，种植业、养殖 业、港口运输等板块跌幅居前。量子科技概念涨幅居前，格尔软件、东信和平涨停。CPO概念反弹，天 孚通信、联特科技涨超10%，铭普光磁涨停。港口航运板块回调，连云港、宁波海运跌超5%。 A股午评：沪指涨0.07% 港口航运板块走势反覆 ...

市场早盘低开反弹， 创业板指领涨。沪深两市半日成交额7752亿，较上个交易日缩量154亿。盘面上热 点快速轮动，10多个热点轮番活跃，个股跌多涨少，全市场超2900只个股下跌。从板块来看， IP经济 概念股持续活跃， 德艺文创等10余股涨停。 CPO等算力硬件股再度走强， 天孚通信涨超10%。 核电股 展开反弹， 融发核电涨停。下跌方面，港口航运股展开调整， 连云港跌超5%。板块方面，量子科技、 CPO、 可控核聚变、IP经济等板块涨幅居前， 农业、 猪肉、 港口、 饮料制造等板块跌幅居前。截至 收盘， 沪指涨0.07%， 深成指涨0.05%，创业板指涨0.5%。 ...

Report Information - Report Title: Key Container Ports and Key Hub Monitoring 20250612 [1] - Research Institute: Orient Securities Derivatives Research Institute [1] - Department: Black and Shipping Department [1] - Analyst: Lan Xi [1] - Qualification Number: F03086543 [1] - Investment Consulting Number: Z0016590 [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Coastal regional fog and the start of the typhoon season, along with the export peak season, have affected domestic port operations and worsened congestion, making it difficult for domestic ports to recover in the short term. The Port of Klang is operating under overload, and port congestion remains high. North American ports are operating well, but an increase in incoming goods is expected, and attention should be paid to potential regional congestion [2]. Summary by Directory Data Review - **Asian Ports**: - In the Yangshan and Waigaoqiao ports, the weekly average waiting time/berthing time for ocean - going container ships are 16.9 hours/24.3 hours and 13.8 hours/18.0 hours respectively, with the latest number of container ships at anchor/berthed being 24/30 and 35/27. In the Port of Ningbo, the corresponding times are 11.9 hours/26.3 hours, and the number of ships at anchor/berthed is 24/38. In the Port of Qingdao, the times are 20.6 hours/43.2 hours. In the Port of Singapore, the times are 3.4 hours/29.8 hours, with 8/47 ships at anchor/berthed. In the Port of Klang, the times are 31.0 hours/28.6 hours, and the number of ships at anchor/berthed is 19/22 [2]. - The latest average stay in port for Yangshan, Ningbo, Singapore, and Klang ports are 40.0 hours, 36.9 hours, 33.0 hours, and 60.7 hours respectively. Compared to the previous month, they changed by - 3.4 hours, - 4.5 hours, 0.8 hours, and 5.0 hours; compared to the same period last year, they changed by 14.2 hours, 0.8 hours, - 6.7 hours, and 1.4 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time for ocean - going container ships are 11.9 hours/49.1 hours, 23.2 hours/41.9 hours, 9.3 hours/42.4 hours, and 14.9 hours/37.6 hours respectively. The latest number of container ships at anchor/berthed are 0/22, 6/17, 6/17. In Valencia, the corresponding times are 3.0 hours/36.5 hours, and the number of ships at anchor/berthed is 4/12 [2]. - The latest average stay in port for Rotterdam and Hamburg ports are 61.0 hours and 51.2 hours respectively. Compared to the previous month, they changed by 3.5 hours and - 15.5 hours; compared to the same period last year, they changed by 7.7 hours and - 9.3 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time for ocean - going container ships are 0 hours/88.1 hours, 1.5 hours/85.8 hours, and 0 hours/78.0 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed ships is 18. In New York, Savannah, and Norfolk, the corresponding times are 6.7 hours/44.7 hours, 17.5 hours/36.1 hours, and 5.6 hours/22.7 hours. In New York, the number of ships at anchor/berthed is 0/9. In the Port of Houston, the times are 10.3 hours/47.9 hours [2]. - The latest average stay in port for Long Beach, Los Angeles, and New York ports are 77.2 hours, 85.2 hours, and 50.4 hours respectively. Compared to the previous month, they changed by - 11.3 hours, - 9.5 hours, and 5.5 hours; compared to the same period last year, they changed by - 30.6 hours, - 16.5 hours, and 1.5 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in port in China and Southeast Asia, the number of container ships at anchor and berthed in Southeast Asian and Chinese ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Southeast Asian and Chinese ports are presented in graphs [10][12][16]. European Port Dynamic Tracking - Data on the scale of container ships in port in Europe, the number of container ships at anchor and berthed in Northwest European and Valencia ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Northwest European and Mediterranean ports are presented in graphs [19][21][24]. North American Port Dynamic Tracking - Data on the number of container ships at anchor and berthed in North American ports, the average waiting time, berthing time, and stay in port for ocean - going container ships in North American ports, and the scale of container ships in port in North America are presented in graphs [34][37][40]. Large - Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival of 1.2w + container ships of different alliances in Asian, Northwest European, and Mediterranean ports, and the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented in graphs [42][49][50].

Group 1 - The port and shipping sector experienced an initial adjustment, with Nanjing Port (002040) dropping over 7% [1] - Other ports such as Lianyungang (601008), Ningbo Maritime (600798), Chongqing Port (600279), and Zhuhai Port (000507) also opened lower collectively [1] - There is a surge of dark pool funds flowing into these stocks [1]

A股港口航运板块竞价活跃，南京港跌超7.5%，连云港跌近7%，宁波海运、国航远洋均跌超4%，宁波 远洋等跟跌。 ...

Core Viewpoint - The successful docking of the "JOY" vessel carrying 36,000 tons of Australian iron ore at Weifang Port marks the launch of a new direct shipping route from Australia to Weifang, enhancing the logistics efficiency and cost-effectiveness of the supply chain in the Bohai Bay region [1][5]. Group 1: Logistics and Operations - The Weifang Maritime Bureau implemented a tailored safety assurance plan for the vessel's maiden voyage, ensuring a "zero barrier" docking experience [3]. - A comprehensive risk control strategy was employed, including optimizing shipping schedules and enhancing communication with shipping agents to ensure "zero risk" during port entry and exit [3]. - Advanced monitoring techniques, such as drone inspections and VTS systems, were utilized to maintain a safe navigation environment and achieve "zero waiting" for vessel docking [3]. Group 2: Economic Impact - The new shipping route is expected to bring over 400,000 tons of Australian iron ore annually to the Bohai Bay Port, increasing the import value by over 300 million yuan [5]. - Logistics cost savings for inland enterprises are projected to exceed 4 million yuan, while direct port revenue is anticipated to increase by over 1.2 million yuan, demonstrating significant cost reduction and efficiency gains [5]. - The successful first voyage exemplifies the Weifang Maritime Bureau's commitment to high-quality integration of port and shipping operations, enhancing overall port efficiency and resource utilization [5].