Core Viewpoint - The company, Liaoning Port Co., Ltd., is positioned as a leading comprehensive terminal operator in Northeast China, benefiting from the China-South Korea Free Trade Agreement and expanding its logistics capabilities through various initiatives [2][3]. Company Overview - Liaoning Port Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010. Its main business includes oil/liquid chemical products terminal and related logistics, container terminal and related logistics, automobile terminal and related logistics, bulk cargo terminal and related logistics, grain terminal and related logistics, passenger roll-on/roll-off terminal and related logistics, as well as port value-added and support services [8][9]. - The company is the largest comprehensive terminal operator in Northeast China, with a well-established transportation network, serving as a key sea-rail intermodal and maritime transshipment port [3][9]. Business Development - The company has a unified operational platform for port logistics under the Dalian State-owned Assets Supervision and Administration Commission, currently operating nearly 70 coastal routes [2]. - The signing of the China-South Korea Free Trade Agreement is expected to significantly impact Dalian's goods trade, service trade, and the introduction of Korean capital [2]. - The company plans to enhance its container terminal by adding 10 new routes throughout the year, integrating into national strategies such as the Belt and Road Initiative and the dual circulation strategy [4]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 8.426 billion yuan, representing a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year [9][10]. - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed over the past three years [10]. Market Position - The company operates in the transportation sector, specifically in shipping ports, and is involved in various concept sectors including free trade ports, port transportation, and financing [9]. - As of September 30, 2025, the company had 211,800 shareholders, a decrease of 5.54% from the previous period [9].

Group 1: Ningbo-Zhoushan Port Achievements - Ningbo-Zhoushan Port has achieved an annual container throughput of over 40 million TEUs for the first time, making it the second in China and the third in the world to reach this milestone [1] - The port's container throughput has increased significantly, growing from 30 million TEUs to 40 million TEUs in just four years, marking it as the fastest-growing major port globally in the last decade [1] - The port is currently the only one in the world with two "ten million TEU-level" single container terminals [3] Group 2: Future Plans and Developments - By 2025, the port plans to extend its shipping routes to the Arctic Ocean, maintaining over 300 total shipping routes and increasing overseas logistics nodes to 11 [3] - The port is enhancing its service chain through "overseas warehouses" and "full logistics" to address cross-border bottlenecks, thereby building a global port logistics network [4] Group 3: Cross-Border Railway Developments - The China-Laos Railway has been operational for four years, with cumulative passenger numbers exceeding 62.5 million and cargo exceeding 72.5 million tons [9] - The railway has seen a significant increase in the number of international passenger trains, with daily operations rising from 8 to a peak of 86 trains [10] - Cross-border freight trains have expanded from 2 to a maximum of 23 trains per day, with over 1.6 million tons of cross-border cargo transported [12]

来源：环球网 导语： 12月2日，随着起吊指令下达，宁波舟山港2025年第4000万标准箱正式起吊，标志着该港口年集 装箱吞吐量首次突破4000万大关，实现历史性跨越。在复杂国际经贸环境下，这一成绩凸显了中国港口 卓越的运营韧性与全球供应链关键节点的战略价值。 一、规模与增速：全球港口史上的跨越 4000万标准箱——若将这一数量的集装箱首尾相连，可绕地球赤道超过6圈，规模接近整个南美洲一年 的集装箱总量。更值得关注的是其增速：从3000万箱到4000万箱，宁波舟山港仅用4年时间，成为全球 前五大港口中近十年增速最快、增量最大的港口。 回溯发展历程，该港口从1984年仅处理323标箱的地方港口，逐步发展为2008年突破1000万箱、2015年 超2000万箱、2021年突破3000万箱的国际枢纽港。每一次千万级跨越周期不断缩短，显示出持续优化的 港口生态与基础设施能力。 四、智慧绿色转型：科技赋能新质生产力 港口积极应用5G、北斗、人工智能与数字孪生技术，推进"2+1"智慧码头示范工程，打造传统码头智慧 化改造的行业样本。其"四港"联动智慧物流云平台已成为全国数据覆盖最全、响应最快的物流信息平台 之一。 在绿色 ...

来源：新浪证券-红岸工作室 12月1日，青岛港涨0.95%，成交额2.12亿元。两融数据显示，当日青岛港获融资买入额1179.93万元， 融资偿还1516.55万元，融资净买入-336.62万元。截至12月1日，青岛港融资融券余额合计1.36亿元。 融资方面，青岛港当日融资买入1179.93万元。当前融资余额1.36亿元，占流通市值的0.30%，融资余额 超过近一年80%分位水平，处于高位。 融券方面，青岛港12月1日融券偿还1100.00股，融券卖出1000.00股，按当日收盘价计算，卖出金额 8480.00元；融券余量3.59万股，融券余额30.44万元，超过近一年70%分位水平，处于较高位。 资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期2019年1月21日，公司主营业务涉及集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套 服务、物流及港口增值服务、港口配套服务、金融服务等。主营业务收入构成为：装卸及相关业务 56.72%，物流及港口增值服务36.96%，港口配套服务-销售油、电及其他3.25%，港口配套服务-租金收 入1.95%，港口配套 ...

Core Insights - Ningbo-Zhoushan Port has achieved a historic milestone by surpassing an annual container throughput of 40 million TEUs for the first time, marking a significant support for China's manufacturing exports [1] - The port's growth trajectory demonstrates a remarkable acceleration, with the time taken to increase throughput from 30 million to 40 million TEUs being only 4 years, compared to 6 years for the previous increments [1] - This achievement positions Ningbo-Zhoushan Port as the fastest-growing and largest port in terms of throughput increase among the top five global ports over the past decade [1] Industry Development - The milestone reflects the solid steps taken by Zhejiang province in advancing the construction of a world-class strong port [1] - It also serves as a vivid representation of the resilience of China's foreign trade [1]

（文章来源：央视新闻） 人民财讯12月2日电，今天上午，随着一个集装箱成功起吊，宁波舟山港2025年集装箱吞吐量成功达到 4000万标准箱，这也是宁波舟山港年集装箱吞吐量首次突破4000万标准箱。 ...

Core Insights - Ningbo-Zhoushan Port has successfully achieved a container throughput of 40 million TEUs in 2025, marking the first time it has surpassed this milestone in a year [2]. Group 1 - The container throughput of 40 million TEUs is equivalent to a total length of 240,000 kilometers if lined up end to end, which can circle the equator six times [7]. - If stacked vertically, the height would exceed 104,000 kilometers, which is 2.8 times higher than the distance of the highest Beidou satellite from the ground [7]. - On average, over 80 standard containers are loaded and unloaded every minute at Ningbo-Zhoushan Port, indicating a high operational efficiency [7].

Core Viewpoint - Ningbo-Zhoushan Port has successfully achieved an annual container throughput of 40 million TEUs for the first time in 2025, marking a significant milestone in its operational capacity [1] Group 1 - The successful lifting of a container this morning signifies the achievement of the 40 million TEUs throughput target [1] - This milestone represents a notable increase in the port's annual container throughput capabilities [1]

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, benefiting from strategic initiatives like the Belt and Road Initiative and the development of the Western Land-Sea New Corridor, which enhances its operational significance in the region [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3][8]. - The company operates as a crucial gateway for international trade, particularly towards ASEAN countries, and is involved in various logistics services including cold chain logistics [3][5]. Financial Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, and a container throughput of 802.20 million TEUs, up 14.26% [3]. - For the period from January to September 2025, the company reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [8]. Market Position and Strategy - The company is positioned as a major logistics hub in the western region of China, with a focus on enhancing its port operations and expanding its service offerings in collaboration with partners [2][3]. - The company has established multiple fruit shipping routes from Thailand, Vietnam, and Cambodia, and offers comprehensive cold chain logistics services [3]. Shareholder Information - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase of 42.47% from the previous period [8]. - The top ten circulating shareholders include significant entities like the Southern CSI 500 ETF and Hong Kong Central Clearing Limited, indicating a diverse shareholder base [9].

来源：新浪证券-红岸工作室 12月1日，重庆港涨0.59%，成交额4032.73万元，换手率0.66%，总市值61.12亿元。 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。 今日主力净流入-438.04万，占比0.13%，行业排名30/35，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入2.46亿，连续2日被主力资金增仓。 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：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 区间今日近3日近5日近10日近20日主力净流入-644.96万6.61万159.45万-5226.63万-1.18亿 资金分析 异动分析 航运概 ...