2025年前三季度，依托亚洲区域内贸易活跃度以及供应链协同效应，亚洲区域集装箱货运量稳步增长， 根据集装箱贸易统计（CTS）数据显示，2025年1-8月亚洲区域内集装箱海运货运量同比增长5.5%。 2025年前三季度，公司传统优势航线保持差异化竞争优势，上海日本航线、上海两岸间航线继续稳居市 场占有率第一，筑强经营业绩基本盘；公司聚焦东南亚区域航线拓展，强化区域航线联动，继续以精品 服务构建核心竞争力。报告期内，公司继续保持稳健的经营能力，经营业绩较同期预增。 格隆汇10月14日丨锦江航运(601083.SH)公布，经财务部门初步测算，预计公司2025年前三季度实现归 属于母公司所有者的净利润约为人民币117,000万元至人民币120,000万元，与上年同期相比，将增加 45,096.05万元到48,096.05万元，同比增长62.72%至66.89%。预计2025年前三季度实现归属于母公司所 有者的扣除非经常性损益的净利润约为人民币115,250万元至人民币118,250万元，与上年同期相比，将 增加46,902.42万元到49,902.42万元，同比增长68.62%至73.01%。 ...

Core Viewpoint - The company, Jinjiang Shipping, anticipates a significant increase in net profit for the first three quarters of 2025, driven by steady growth in container freight volume in the Asian region and a focus on expanding Southeast Asian routes [1] Financial Performance - The expected net profit attributable to the parent company is projected to be between 1.17 billion to 1.2 billion yuan, representing a year-on-year growth of 62.72% to 66.89% [1] - The net profit after excluding non-recurring gains and losses is estimated to be between 1.153 billion to 1.182 billion yuan, with a year-on-year increase of 68.62% to 73.01% [1] Market Dynamics - The growth in performance is primarily attributed to the steady increase in container freight volume in the Asian region [1] - The company maintains a competitive advantage on traditional routes through differentiated strategies and is enhancing regional route connectivity [1]

格隆汇10月14日｜美方措施是典型单边主义、保护主义行为，严重违反世贸组织规则，违背《中美海运 协定》平等互惠原则，赋予相关国家航运和造船企业不公平竞争优势，构成对中国航运、造船等产业的 歧视性做法，严重损害中国相关产业利益。中方对此强烈不满，坚决反对，已于10月10日宣布将对涉及 美国旗、美国造、美国公司拥有、参股或经营等美国元素的船舶收取特别港务费。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

Core Insights - The report highlights the rise of Chinese cities in global marine competitiveness, with Shanghai and Hong Kong leading the first tier, while Shenzhen, Guangzhou, and Qingdao emerge as core players in the second tier [1][2] - The report emphasizes "incremental" growth through five dimensions: economic vitality, technological innovation, maritime services, international influence, and urban governance [1][3] Economic Performance - Shenzhen's marine economy has seen significant growth, with total marine economic output increasing from less than 200 billion to 540.9 billion by 2024, accounting for 14.7% of its GDP [1][6] - The structure of Shenzhen's marine economy has shifted, with traditional sectors dropping from over 90% to below 40%, while emerging industries like marine engineering and underwater robotics gain prominence [6][7] Technological Innovation - The report identifies technological innovation as a key variable driving the rise of the southern marine economic circle, particularly in Shenzhen [1][2] - The collaboration between Shenzhen, Hong Kong, and Guangzhou is seen as a potential powerhouse for innovation, leveraging each city's strengths in research, transformation, and manufacturing [7][8] Collaborative Opportunities - The "Shenzhen-Hong Kong-Guangzhou" cluster has the potential to create a synergistic chain, combining Hong Kong's legal and financial services, Shenzhen's technological capabilities, and Guangzhou's manufacturing strengths [7][8] - Future cooperation in areas such as green shipping and maritime services is expected to enhance global competitiveness [7][8]

Core Points - The successful maiden voyage of the "Istanbul Bridge" vessel marks the opening of the new China-Europe Arctic container express route, symbolizing the establishment of the "Ice Silk Road" [1][8]. Group 1: Route and Logistics - The "Istanbul Bridge" vessel, carrying 4,890 containers, arrived at the UK's Felixstowe port, the largest container port in the UK, after a 20-day journey [3][5]. - The route through the Arctic Northeast Passage is expected to shorten shipping times by at least 20 days compared to traditional routes like the Suez Canal and Cape of Good Hope, and nearly a week compared to the China-Europe Railway Express [6][10]. Group 2: Economic Impact - The new route is anticipated to provide a more efficient, safe, and independent third channel for exporting "Made in China" products to Europe, enhancing trade connections [8][12]. - The logistics manager from a participating company noted that the new route reduces shipping time by half and lowers overall costs by 40%, aligning well with European holiday inventory peaks [10]. Group 3: Future Plans - Plans are in place for the "China-Europe Arctic Express" to establish a fixed summer navigation schedule by next year, aiming for year-round operation [12].

有记者问：美东时间10月14日，美国依据所谓301调查结果，正式对中国海事、物流和造船领域实施港 口费等限制措施，请问中方对此有何回应？ 答：美方措施是典型单边主义、保护主义行为，严重违反世贸组织规则，违背《中美海运协定》平等互 惠原则，赋予相关国家航运和造船企业不公平竞争优势，构成对中国航运、造船等产业的歧视性做法， 严重损害中国相关产业利益。中方对此强烈不满，坚决反对，已于10月10日宣布将对涉及美国旗、美国 造、美国公司拥有、参股或经营等美国元素的船舶收取特别港务费。 美方措施不仅影响全球供应链稳定、大幅提高国际贸易成本，也会推高美国内通胀，损害美港口竞争力 和就业，影响美自身供应链安全和韧性。美方产业界对此也有很多反对声音，充分显示出美方做法损人 不利己，无益于自身造船业发展。 为进一步维护中国相关产业利益，中方有关部门根据《中华人民共和国国家安全法》《中华人民共和国 反外国制裁法》《中华人民共和国国际海运条例》等有关规定，将部分协助、支持美方相关调查活动的 企业列入反制清单，对美国及部分国家和企业危害我国航运、造船等相关产业安全发展利益的行为发起 调查。在调查实施过程中，中方将秉承公开、公平、公正原 ...

Core Viewpoint - The Hainan Free Trade Port is approaching full closure operations, with Yangpu Port positioned as a key international gateway, enhancing its role from a regional shipping hub to a global shipping node through ecological and institutional innovations [1][16]. Group 1: Logistics Model Innovation - The launch of the "Parallel Port" logistics model among Zhanjiang, Yangpu, and Shekou ports significantly improves cross-border transport efficiency and reduces costs, benefiting shipping companies [2][5]. - The model allows for "one declaration, one inspection, one release" for goods, streamlining the import process and enhancing operational efficiency [2][5]. - After the model's implementation, the ship loading rate between the three ports can increase from 30% to 80%, reducing logistics costs and improving profitability for enterprises [5][7]. Group 2: Policy and Institutional Innovations - Yangpu Port has introduced five unique shipping policies under the Hainan Free Trade Port framework, attracting international vessels with benefits such as zero tariffs on imported ships and VAT refunds [9][12]. - As of now, 66 international vessels are registered under the "China Yangpu Port" flag, with a total tonnage of 3.6961 million tons, leading the nation in both registration numbers and capacity [9][12]. - The establishment of a "Shipping Dispute Resolution Center" aims to streamline the resolution of shipping disputes, enhancing the operational environment for shipping companies in Hainan [15][16]. Group 3: Future Development and Strategic Goals - The Yangpu Maritime Bureau plans to implement 17 service measures to enhance the efficiency and safety of container shipping services, supporting the high-quality development of the Hainan Free Trade Port [13][15]. - Future strategies will focus on service facilitation, legal management, and international development, aligning with global best practices in shipping management [12][16]. - The ongoing collaboration between Yangpu Port and other regional ports aims to strengthen logistics networks and promote coordinated development between the Guangdong-Hong Kong-Macao Greater Bay Area and Hainan Free Trade Port [7][16].

中欧北极快航抵英 打通中欧海上贸易新通道 中新网杭州10月14日电(鲍梦妮)据浙江省海洋经济发展厅10月14日消息，9月23日从宁波舟山港首航 的"伊斯坦布尔桥"货轮于英国当地时间13日抵达英国弗利克斯托港，标志着全球首条中欧北极集装箱快 航(下称"中欧北极快航")成功通航。 中欧北极快航是全球首条专门针对跨境电商与高附加值货物所开行的途经北极的集装箱航线。该航线为 季节性航道，取道北极东北航道直达欧洲，确保中欧供应链第三通道安全。 此前，"伊斯坦布尔桥"号在中国华东三大港口青岛、上海、宁波集中收货后，于9月23日从宁波舟山港 出发，在预设通行时段内风平浪静，高速安全通过，仅用15天便离开欧洲侧北极航道，而后遭遇北大西 洋恶劣天气减速航行，最终比原计划多2天抵达首个卸货港——英国弗利克斯托港。 对比中欧班列的"25天+"、苏伊士运河航线的"40天+"，以及目前因红海危机绕道非洲好望角的航线"50 天+"的时效，中欧北极快航运输效率在国际贸易中极具竞争力。据悉，得益于此航线的快时效，企业 业务库存量可大幅降低40%，有效降低企业资金占用成本。该航线的碳排放较苏伊士运河航线减少 30%，较上述绕道好望角航线减少5 ...

Group 1 - Canada has surpassed the US in car imports from Mexico, while China is sourcing soybeans from South America instead of US farmers, indicating a shift in global trade dynamics [1] - Small economies are adapting to increased US market entry barriers, with Peru expanding its blueberry market to Asia and Lesotho focusing on Asia, Europe, and Africa [1] - 14 countries, including New Zealand, Singapore, Switzerland, and the UAE, have formed partnerships to enhance trade and investment among themselves [1] Group 2 - Logistics companies, such as ICTSI, are experiencing significant changes due to the evolving trade landscape, with ICTSI's stock rising nearly 30% this year [2] - China's exports to the US have dropped by 33%, while exports to ASEAN, the EU, and Africa have increased by 23%, 10%, and 26% respectively, indicating a shift in trade patterns [2] - Clarksons Plc predicts a nearly 3% contraction in cargo volume on the trans-Pacific route, while all other routes are expected to grow [2] Group 3 - The EU is actively expanding its trade partner network, currently covering 76 partners, and is accelerating negotiations with the South American common market [5][6] - Recent trade agreements include a free trade deal with Indonesia and progress in negotiations with Australia, reflecting renewed momentum in trade discussions [6] - The trend of countries signing bilateral or regional agreements may marginalize smaller economies that rely on a rules-based trading system led by the WTO [6][7] Group 4 - East Timor, a new WTO member, hopes to diversify its economy by opening new markets for coffee, vanilla, and fruits, despite its small size and economic challenges [7] - US companies are also feeling the impact of trade policies, with some, like True Places, shifting focus away from the US market due to tariffs [7]

Core Points - The article discusses China's countermeasures against five U.S. subsidiaries of Hanwha Ocean Co., Ltd. in response to the U.S. 301 investigation into China's maritime, logistics, and shipbuilding industries [2][3] - The Chinese Ministry of Commerce has officially announced these countermeasures, which will take effect on October 14, 2025 [2] Group 1 - The U.S. investigation and measures against China's maritime and logistics sectors are deemed a serious violation of international law and harm the legitimate rights of Chinese enterprises [3] - Hanwha Ocean's U.S. subsidiaries are accused of assisting the U.S. government in these investigations, which threatens China's sovereignty and development interests [3] - The countermeasures include prohibiting organizations and individuals within China from engaging in transactions or cooperation with the listed U.S. subsidiaries [3]