Core Viewpoint - The opening of the QianKai Port in Peru marks a significant milestone in the Belt and Road Initiative, enhancing trade connectivity between China and Peru, and establishing it as South America's first smart port [1][3]. Group 1: Port Development and Capacity - QianKai Port, located north of Lima, has rapidly become Peru's third-largest port within a year of its opening on November 14, 2024, with increasing throughput and export capacity [1]. - The port features a high percentage of electric-powered equipment, accounting for 90.52% of its operational devices, which contributes to local economic development while significantly reducing carbon emissions [1]. Group 2: Global Integration and Economic Impact - As QianKai Port expands its shipping routes, it is integrating into the global shipping system, becoming a key node for trade between China and Latin America, and providing strong support for the stability of regional industrial and supply chains [3]. - The port continues to release benefits from connectivity, enhancing openness and trade opportunities in the region [3].

香港联交所最新资料显示，12月2日，长城人寿保险股份有限公司增持秦港股份（601326）(03369)59.75 万股，每股作价为2.6637港元，总金额约为159.16万港元。增持后最新持股数目为2.82亿股，最新持股 比例为34%。 ...

智通财经APP获悉，香港联交所最新资料显示，12月2日，长城人寿保险股份有限公司增持秦港股份 (03369)59.75万股，每股作价为2.6637港元，总金额约为159.16万港元。增持后最新持股数目为2.82亿 股，最新持股比例为34%。 ...

北部湾港集团表示，集团作为广西实施国家重大战略的平台，是广西落实共建"一带一路"倡议的践行 者，是推进西部陆海新通道、北部湾国际门户港和国际枢纽海港、西江黄金水道建设的主力军，打 造"向海经济"的排头兵，同时抢抓关键金属产业及环保产业高质量发展机遇，利用资本市场精准赋能， 为积极践行国家战略、提升综合实力提供关键支撑。北部湾港集团自2013年完成北部湾港三港整体上市 以来，在资本市场开展了数轮运作，重组上市及募资总额达206.8亿元，其中超70%用于西部陆海新通 道港口基础设施建设、自动化码头升级、海铁联运网络拓展、有色金属核心矿产项目开发等国家战略相 关项目。北部湾港股份、华锡有色、博世科三大上市公司，在资本运作的助力下形成"港口枢纽筑基、 战略资源赋能、环保科技护航"的多元化协同格局，成为中国国企服务国家战略的"北港样本"。 据介绍，作为北部湾港集团核心上市平台，北部湾港股份是资本运作与实体经营深度融合的标杆。北部 湾港集团2013年将51.82亿元资产注入旗下北部湾港股份，实现重组上市，并于2015年完成27亿元定增 募资，2018年注入16.85亿元资产并配套融资16.47亿元，2021年发行30亿元 ...

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。 来源：新浪证券-红岸工作室 12月3日，重庆港涨1.55%，成交额5856.69万元，换手率0.95%，总市值62.31亿元。 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。 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。 该股筹码平均 ...

中新网宁波12月3日电(奚金燕)初冬的清晨，东海的薄雾还未散去，晨光熹微间，只见宁波舟山港梅山 码头上，集装箱层层叠叠，巨型桥吊林立，作业现场紧张忙碌而又井然有序。 换个视角来看，这里跳动着中国外贸企业最强劲的"脉搏"。如今随着加快构建新发展格局，这座"全球 第一大港"又迎来了新的跨越——年集装箱吞吐量首次突破4000万标准箱，是全球前五大港口中近十年 来增速最快、增量最大的数字跨越。透过这次跨越，我们能看到什么？ 向海而兴 深度融入全球供应链 港航界有个说法：港口大不大，就看吞吐量；港口强不强，要看集装箱。宁波舟山港年货物吞吐量已连 续16年蝉联全球第一。然而在集装箱业务方面，宁波舟山港起步较晚。 1984年镇海港区起吊第一个集装箱，当年箱量仅为323标准箱；2006年，宁波舟山港实现一体化，推动 集装箱运输业务进入黄金发展期；2008年，全港箱量首破"1000万"，实现了从"百万级"到"千万级"的跨 越。 2021年，宁波舟山港首超"3000万箱"，实现第三个"千万箱级"跨越；2025年12月2日，宁波舟山港迎来 了首超"4000万箱"的历史性时刻。 若将这一数量的集装箱首尾相连，可绕地球赤道超过6圈，其 ...

智通财经APP讯，北部湾港(000582.SZ)发布11月港口吞吐量数据，当月完成货物吞吐量2948.54万吨， 同比增长0.29%;其中：集装箱部分完成数90.71万标准箱，同比增长13.51%。 ...

Core Insights - The company reported a total cargo throughput of 29.4854 million tons in November, reflecting a year-on-year increase of 0.29% [1] - The container throughput reached 907,100 TEUs, showing a significant year-on-year growth of 13.51% [1] Summary by Category Cargo Throughput - November cargo throughput was 29.4854 million tons, with a slight increase of 0.29% compared to the same month last year [1] Container Throughput - The container segment achieved a throughput of 907,100 TEUs, marking a robust year-on-year growth of 13.51% [1]

转自：证券时报 人民财讯12月3日电，北部湾港(000582)12月3日公告，2025年11月货物吞吐量为2948.54万吨，同比增长 0.29%。2025年1—11月累计货物吞吐量为3.29亿吨，同比增长10.19%。 ...

Core Viewpoint - Qingdao Port's stock has shown a positive trend with a 2.11% increase, reflecting strong market interest and favorable conditions due to its strategic location and recent partnerships [1][2]. Group 1: Market Performance - Qingdao Port's trading volume reached 249 million yuan with a turnover rate of 0.53%, and its total market capitalization stands at 56.473 billion yuan [1]. - The stock has experienced a net outflow of 10.5829 million yuan today, indicating a lack of clear trend from major investors [3][4]. Group 2: Strategic Positioning - Qingdao Port is strategically located near South Korea, benefiting from the China-South Korea Free Trade Agreement, enhancing its role in Northeast Asia's port network [2]. - The port serves as a critical node in the "Belt and Road" initiative and is recognized as the world's seventh-largest port, contributing to its operational advantages [2]. Group 3: Financial Performance - Over the past three years, Qingdao Port's dividend yields were 4.80%, 4.74%, and 3.45%, showcasing its commitment to returning value to shareholders [2]. - For the period from January to September 2025, Qingdao Port reported a revenue of 14.238 billion yuan, a year-on-year increase of 1.86%, and a net profit of 4.180 billion yuan, up 6.33% [6]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 38,300, reflecting growing investor interest [6]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the last three years [7]. Group 5: Institutional Holdings - Major institutional shareholders include the Southern S&P China A-share Large Cap Dividend Low Volatility ETF and Hong Kong Central Clearing Limited, both of which have increased their holdings recently [8].