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（文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.20 | 6.49 | 26.65 | -156.70 | | 2025.05.19 | 9.97 | 1.63 | 4151.37 | | 2025.05.16 | 10.00 | 19.36 | -9485.57 | | 2025.05.15 | 10.06 | 1.36 | 3926.99 | | 2025.05.14 | 10.03 | 13.95 | 1878.17 | | 2025.05.13 | 10.03 | 9.62 | 3330.55 | | 2025.05.12 | 0.14 | 2.61 | -201.87 | | 2025.05.09 | 0.87 | 3.30 | 690.13 | | 2025.05.08 | 0.29 | 2.65 | 1400.01 | | 2025.05.07 | 1.17 | 3.44 | -569.45 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨 ...

Core Viewpoint - The port and shipping stocks experienced a significant drop at the opening but quickly rebounded, with Nanjing Port showing a remarkable performance by hitting the daily limit up [1] Group 1: Market Performance - Port and shipping stocks opened significantly lower but rapidly recovered [1] - Nanjing Port demonstrated a "limit up" performance, indicating strong investor interest [1] - Other ports such as Chongqing Port also reached the daily limit up, while Lianyungang, COSCO Shipping, Ningbo Maritime, Xiamen Port, and Rizhao Port followed with gains [1]

这几只票暗盘资金正在偷偷流入，立即查看>> 航运概念板块短线拉升，重庆港（600279）涨停，南京港（002040）、连云港（601008）、珠海港 （000507）、宁波海运（600798）、盐田港（000088）等纷纷走高。 ...

Group 1 - The core viewpoint indicates a significant adjustment in the port and shipping sector, leading to a sharp decline in the stock price of Ningbo Ocean (601022), which hit the daily limit down [1] - Other companies in the sector, such as Lianyungang (601008), Ningbo Shipping (600798), Nanjing Port (002040), and Phoenix Shipping (000520), also experienced declines in their stock prices [1] - There is a noted influx of dark pool capital into these stocks, suggesting potential interest from institutional investors despite the current downturn [1]

Core Viewpoint - The article discusses the impact of the recent 90-day tariff "truce" between the U.S. and China on the Port of Los Angeles, highlighting the uncertainty in trade and the potential consequences for shipping and employment in the port [1] Group 1: Trade and Shipping Data - The Port of Los Angeles derives nearly 45% of its business from China, indicating a significant reliance on Chinese trade [1] - In April, the port's container throughput increased by 9.5% year-on-year, despite a 3% decline in exports and a 5% increase in imports [1] - The increase in imports is attributed to importers rushing to secure goods before tariffs are reinstated, reflecting a "shipping panic" [1] Group 2: Employment and Shipping Operations - In the first week of May, inbound container cargo volume at the Port of Los Angeles plummeted by 30%, showcasing the immediate impact of tariff uncertainties [1] - The port anticipates nearly 80 ships to arrive in May, with 17 already canceled, and 10 voyages canceled in June, leading to reduced demand for dockworkers [1] - The uncertainty surrounding tariffs is causing companies to expedite orders, with one clothing startup founder expressing concerns about potential shortages and delays [1] Group 3: Future Outlook - The "truce" has led to a temporary increase in container bookings, but future bookings for the next three weeks are only expected to be 80% of the usual volume for this time of year [1] - This decline in bookings may result in lower inventory levels, reduced consumer choices, and potentially higher prices for goods [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The average duration of ships in major domestic ports remains at a high level. Whether the surge in Sino - US goods will cause the port congestion to continue to deteriorate needs further observation. The Port of Klang is operating under continuous overload, and the port congestion has worsened again, with the average duration of ships in the port rebounding to about 2.5 days. - Some ports in Northwest Europe still have congestion problems due to issues such as intermittent strikes, cargo backlogs, and labor shortages. A strike will be held again in Belgian ports this week, and the congestion disturbance may be difficult to eliminate in the short term. - North American ports are operating well, and attention should be paid to whether the subsequent dense arrival of goods will cause port congestion [2]. 3. Summary by Relevant Catalogs 3.1 Data Review - **Asia Ports**: - In Yangshan Port, the weekly average waiting time/berthing time of ocean - going container ships is 14.3 hours/25.5 hours, and the latest number of container ships at anchor/berthing is 19/26. In Ningbo Port, the corresponding figures are 15.5 hours/26.9 hours and 38/33. In Qingdao, it's 14.6 hours/42.6 hours. In Singapore Port, it's 3.5 hours/28.4 hours with 4/47 ships at anchor/berthing. In the Port of Klang, it's 34.8 hours/28.1 hours with 16/22 ships at anchor/berthing [2]. - The latest average duration in port of Yangshan, Ningbo, Singapore, and the Port of Klang is 39.6 hours, 40.8 hours, 31.6 hours, and 63.0 hours respectively. The month - on - month changes are - 4.3 hours, - 7.2 hours, 0.2 hours, and 20.2 hours, and the year - on - year changes are 11.0 hours, - 3.5 hours, - 7.5 hours, and 29.1 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time of ocean - going container ships are 13.8 hours/43.0 hours, 31.0 hours/40.7 hours, 27.7 hours/46.9 hours, and 11.1 hours/43.6 hours respectively. The latest number of container ships at anchor/berthing in Rotterdam, Antwerp, and Hamburg are 4/26, 5/18, and 4/17 respectively. In Valencia, the weekly average waiting time/berthing time is 9.2 hours/36.2 hours, and the number of ships at anchor/berthing is 2/10 [2]. - The latest average duration in port of Rotterdam, Hamburg, and Valencia is 53.1 hours, 66.3 hours, and 43.7 hours respectively. The month - on - month changes are - 5.9 hours, - 6.7 hours, and - 0.4 hours, and the year - on - year changes are 1.0 hours, 14.0 hours, and 1.7 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time of ocean - going container ships are 0 hours/82.1 hours, 3.8 hours/92.9 hours, and 0 hours/78.7 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthing ships is 13. In New York, Savannah, and Norfolk, the weekly average waiting time/berthing time are 7.9 hours/48.1 hours, 24.1 hours/36.4 hours, and 20.7 hours/25.5 hours respectively. In New York, the number of ships at anchor/berthing is 0/12. In Houston Port, the weekly average waiting time/berthing time is 3.7 hours/45.5 hours [2]. - The latest average duration in port of Long Beach, Los Angeles, and New York is 107.3 hours, 106.1 hours, and 54.0 hours respectively. The month - on - month changes are 1.5 hours, - 3.6 hours, and 5.4 hours, and the year - on - year changes are - 1.9 hours, - 0.8 hours, and 6.6 hours [6]. 3.2 Asia Port Dynamic Tracking - The scale of container ships in port in China and Southeast Asia is presented through data on the number of container ships at anchor and berthing in different ports over time, including Shanghai, Singapore, and the Port of Klang [9][11]. - The average waiting time, berthing time, and in - port time of ocean - going container ships in Southeast Asian and Chinese container ports are tracked over time [17]. 3.3 European Port Dynamic Tracking - The scale of container ships in port in Europe, including Northwest Europe and the Mediterranean/Black Sea regions, is presented through data on the number of container ships at anchor and berthing in different ports such as Rotterdam, Antwerp, and Hamburg [20]. - The average waiting time, berthing time, and in - port time of ocean - going container ships in Northwest European and Mediterranean container ports are tracked over time [26][30]. 3.4 North American Port Dynamic Tracking - The number of container ships at anchor and berthing in North American ports, and the average waiting time, berthing time, and in - port time of ocean - going container ships in US container ports are presented [35][36]. - The scale of container ships in port in North America, including the East and West coasts, is presented [38]. 3.5 Large - Ship Arrival Situation and Key Hub Monitoring - The arrival situation of large - scale container ships in Yangshan Port, Ningbo Port, and Singapore Port is monitored over time [43]. - The arrival situation of 12,000 + TEU container ships of different alliances (Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean is monitored [46][49]. - The passage situation of container ships through key shipping routes such as the Cape of Good Hope, Suez Canal, and Panama Canal is monitored [49].

5月20日，A股主要指数震荡上行，沪指收涨0.38%报3380点，深证成指涨0.77%，创业板指涨0.77%，北证50指数涨1.22%创历史新高。 全天成交1.21万亿元，较前一交易日增量923亿元，全市场超3800股上涨。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | Friend | 3380.48 | +12.90 | 40.38% | | 000001 | Now | | | | | 创业板指 | | 2048.46 | +15.70 | +0.77% | | 399006 | | | | | | 深证成指 | | 10249.17 | +78.08 +0.77% | | | 100002 | AF | | | | 盘面上，新消费方向走强，宠物经济板块持续爆发，盲盒经济、谷子经济板块走高，培育钻石板块拉升，家用轻工板块走强，美容护理、人造肉 及珠宝首饰等板块涨幅居前。另外，航运港口板块下挫，PEEK材料板块走低，航天航空、碳纤维、可控核聚变及钛白粉等板块跌幅居前。 | 行业热力图 v 领涨板块 | | | | | ...

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.38%, the Shenzhen Component Index by 0.77%, and the ChiNext Index also by 0.77% [1] - The North Star 50 Index saw a rise of 1.22% [1] - The total market turnover reached 12,112 billion, an increase of 923 billion compared to the previous day [1] - Over 3,800 stocks in the market experienced gains [1] Sector Performance - The leading sectors included beauty care, pet economy, innovative pharmaceuticals, and IP economy [1] - The pet economy concept saw significant gains, with stocks such as Chuangyuan Co., Ltd. (300703), Beingmate (002570), Zunming Co., Ltd. (003030), and Yuanfei Pet (001222) hitting the daily limit [1] - The IP economy concept also led the gains, with stocks like Mankalon (300945), Aofei Entertainment (002292), and Shifeng Culture (002862) reaching the daily limit [1] - The innovative pharmaceutical sector rebounded, with stocks such as Yipin Hong (300723), SanSheng Guojian, Huahai Pharmaceutical (600521), and Yatai Group (600881) hitting the daily limit [1] - The mergers and acquisitions concept remained active, with stocks like Zongyi Co., Ltd. (600770), Tianqi Mould (002510), Datang Telecom (600198), and Baobian Electric (600550) also reaching the daily limit [1] - Conversely, the port and shipping sector faced declines, with stocks like Lianyungang, Phoenix Shipping (000520), and Ningbo Ocean (601022) hitting the daily limit down [1] - High-priced stocks collectively fell, with companies such as Lijun Co., Ltd. (002651), Yuzhisanxia A, and Youfu Co., Ltd. (002427) also hitting the daily limit down [1]

Group 1: Market Overview - The A-share market showed strong performance with all three major indices rising, particularly the ChiNext Index which increased by over 1% [1] - More than 3,600 stocks in the market experienced gains, indicating a noticeable profit effect [1] Group 2: Pet Economy - The pet economy sector saw significant growth, with companies like Reliable Shares, Tianyuan Pet, and Yuanfei Pet hitting the daily limit up [3] - The surge in this sector is attributed to changing demographics, with younger people delaying marriage and parenthood, leading to pets becoming emotional support [3] - The pet medical and food sectors are continuously diversifying, suggesting a potential consumption increase worth hundreds of billions [3] - Long-term investment opportunities may exist in companies that can create brand premiums and integrate their supply chains [3] Group 3: IP Economy - The IP economy also performed well, with stocks like Mankalon, Aofei Entertainment, and Shifeng Culture reaching their daily limit up [3] - The opening of Disney parks stimulated interest, but the deeper trend is the rise of domestic animation and trendy IPs appealing to Generation Z [3] - Cultural consumption is on the rise, as evidenced by record box office numbers for domestic animated films [3] - Caution is advised as the IP concept is currently driven by market sentiment, and long-term success will depend on the creation of blockbuster content [3] Group 4: Innovative Pharmaceuticals - The innovative drug sector rebounded strongly, with companies like Yipinhong and Huahai Pharmaceutical hitting the daily limit up [4] - This rebound is seen as funds are bottom-fishing due to easing procurement pressures and accelerated overseas expansion of innovative drugs [4] - Long-term investors are encouraged to focus on companies with rich R&D pipelines and unique products in niche markets [4] - The pharmaceutical sector is traditionally resilient through market cycles, and current valuations are still low, warranting further attention [4] Group 5: Shipping Industry - The shipping sector faced challenges, with companies like Phoenix Shipping and Ningbo Ocean hitting the daily limit down [4] - This downturn is linked to weak demand for bulk commodity transportation, indicating that the industry's outlook has not yet improved [4] Group 6: Market Sentiment and Future Outlook - The sustainability of the recent rise in the ChiNext Index will depend on trading volume, with a focus on whether it can maintain above 2,200 points [4] - The underlying industry logic driving the market includes the increasing penetration of the pet economy, domestic replacement in the IP economy, and policy benefits in the innovative drug sector [4] - The market is always full of hotspots, but true investment success comes from early positioning in industries at turning points [4]