这一次， 广西能否抓住这波流量实现逆天改命？ 以下文章来源于秦朔朋友圈 ，作者巫珩 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公众号、微博、视频节目、音频节目等。内容聚焦于 经济、金融和商业领域，关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。 文 ｜ 巫珩 来源｜ 秦朔朋友圈（ID：qspyq2025） 封面来源 ｜ Pexels 广西的第一个机会， 是东盟 2023年，中越两国在河内发布了深化和提升全面战略合作伙伴关系的联合声明，之后两国可谓干劲十足。 今年4月，中越铁路合作机制在越南正式启动，这意味着中越两国关于推动跨境标准轨铁路联通的动作，有了实质性的进展。 广西是一个很特别的省份。 从地理位置上看，它地处西部，却又沿海。它毗邻广东，又与越南紧紧挨着，北望西部，南眺海南岛。它是全国唯一一个沿海的自治区，享受着西部大开 发政策的红利。 本来广西坐拥这样一个左右逢源的地缘位置，发展前景应该是很可观的，但至今它的经济话语权并不高。 实际上，国家过去给广西的重量级政策可不少。1984年，北海市就入围首批沿海开放城市。2 ...

Core Viewpoint - The transportation sector in China has made significant progress in international standardization since the 14th Five-Year Plan, contributing to the integration of Chinese technology into the global standard system [1][2]. Group 1: Achievements in International Standardization - The transportation sector has published 18 international standards and initiated another 18, enhancing China's integration into the international standard governance system [1]. - A total of 125 foreign language versions of standards have been released, covering multiple fields and languages, supporting key projects like the Jakarta-Bandung High-Speed Railway in Indonesia and the Phnom Penh-Sihanoukville Expressway in Cambodia [1]. - The establishment of the Port and Terminal Subcommittee under the International Organization for Standardization (ISO) marks a significant breakthrough in China's efforts for standard internationalization in the transportation sector [1]. Group 2: Impact on Port Operations - Standardization plays a foundational and leading role in enhancing the comprehensive competitiveness of ports, improving operational efficiency and intelligence through standards related to blockchain technology, electronic documents, and remote equipment control [2]. - The unified port standards will reduce technical barriers, facilitating the flow of ships, goods, and information between different countries and regions, thus improving global logistics efficiency [2]. Group 3: Expansion of International Cooperation - China has signed 125 cooperation documents with 71 countries and regional organizations, effectively operating various bilateral and multilateral cooperation mechanisms [2]. - The capability to participate in international standardization governance has been continuously enhanced, with over 14,000 Chinese experts registered in international standardization work [3].

Core Viewpoint - The stock price of Chongqing Port has hit a new high since April 2019, driven by multiple factors including the overall strength of the shipping sector, expectations of strategic integration by the controlling shareholder, deepening state-owned enterprise reforms, and the advancement of the Belt and Road Initiative, reflecting long-term optimism in the capital market regarding the integration and upgrading of China's logistics industry [2]. Group 1: Strategic Integration - The strategic integration between Chongqing Logistics Group and China Logistics Group has been a focal point since the announcement in February, with cross-appointments of executives seen as a precursor to the integration, which typically leads to resource injection and business synergy, enhancing overall competitiveness [3]. - The appointment of Xu Hong as both manager and director of the newly established China Logistics Group Holdings Limited and as chairman of Chongqing Port signals a substantial advancement in the strategic integration process [3]. - Upon completion of the integration, China Logistics Group is expected to become the new actual controller of Chongqing Port, allowing the port to leverage the resources of a leading state-owned enterprise and enhance its status as a national logistics hub [3]. Group 2: Financial Performance - Chongqing Port's core area, Guoyuan Port, has become a significant multimodal transport hub, with a 64% year-on-year increase in the number of trains operating on the Western Land-Sea New Corridor in 2024, accounting for 22% of the total in Chongqing [4]. - The cumulative number of China-Europe Railway Express trains has surpassed 100,000, with goods worth over $420 billion shipped, highlighting Chongqing Port's critical role in this logistics network [4]. - In Q1 2025, Chongqing Port reported total revenue of 1.11 billion yuan, a decrease of 20.3% year-on-year, and a net profit attributable to shareholders of -8.72 million yuan, compared to a profit of 7.65 million yuan in the same period last year [4][5]. Group 3: Cost Management - In Q1 2025, Chongqing Port's total sales, management, and financial expenses amounted to 81.88 million yuan, which, despite a year-on-year decrease, still exerted pressure on the company's profitability due to declining revenue [5]. - The company has announced that there are no other significant matters affecting stock price fluctuations aside from the ongoing strategic integration discussions [5].

4月29日公司发布的一季报数据显示，一季度公司共实现营业收入11.10亿元，同比下降20.30%，实现净 利润-871.67万元。（数据宝） 重庆港5月22日交易公开信息 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.77亿元，其中，买入成交额为1.09亿 元，卖出成交额为6847.15万元，合计净买入4043.02万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第四大卖出营业部，买入金额为 3723.25万元，卖出金额为1252.35万元，合计净买入2470.90万元。 资金流向方面，今日该股主力资金净流入806.32万元，其中，特大单净流入2420.47万元，大单资金净流 出1614.14万元。近5日主力资金净流入1.29亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 3723.25 | | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 2990.96 | | | | 部 | | | ...

Core Viewpoint - Chongqing Port Co., Ltd. experienced a significant stock price fluctuation, with a cumulative increase of 20% over three consecutive trading days, triggering abnormal trading conditions as per the Shanghai Stock Exchange regulations [1] Group 1: Stock Trading Abnormalities - The company's stock price increased by a cumulative 20% over three trading days (May 20, 21, and 22, 2025), which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [1] - The company conducted a self-examination and confirmed that there are no undisclosed significant information apart from what has already been disclosed [1] Group 2: Operational and Major Events - The company's production and operational activities are normal, with no significant changes reported in daily operations [2] - The only major matter under consideration is the potential strategic integration involving the indirect controlling shareholder, Chongqing Logistics Group Co., Ltd., and China Logistics Group Co., Ltd., which may lead to changes in the controlling shareholder and actual controller [2] - No other significant events that could impact the stock price have been identified, including major asset restructuring, share issuance, or significant business collaborations [2] Group 3: Financial Performance - The company reported a net profit of -8.72 million yuan for the first quarter of 2025, with a net profit attributable to shareholders, excluding non-recurring gains and losses, of -10.50 million yuan, representing a year-on-year decline of 3,605.87% [3] - The company's revenue for the first quarter of 2025 was 1,109.95 million yuan, reflecting a year-on-year decrease of 20.30% [3] Group 4: Board of Directors Statement - The board confirmed that there are no undisclosed matters that should be reported according to the Shanghai Stock Exchange listing rules, and all previously disclosed information is accurate [4] - The company emphasizes that all information should be verified through designated media and the Shanghai Stock Exchange website [4]

Group 1 - The core focus of the recent shareholder meeting of Cheung Kong Holdings (长和) was the progress of the port transaction, with Mediterranean Shipping Company (MSC) being one of the potential investors [1] - The management, including Li Ka-shing, participated in the meeting via video, and there was a notable absence of in-depth commentary on business matters, reflecting uncertainty about future predictions due to unpredictable factors [1][4] - Li Ka-shing expressed concerns about the impact of changing tariff policies and geopolitical tensions on the global economy, making it difficult to forecast future trends [4] Group 2 - The company indicated that the decision to increase dividends in the future will depend on various factors, including performance and external economic conditions [4] - The port and related services segment is the smallest among Cheung Kong's business divisions in terms of revenue and EBITDA contribution [4] - The retail business is expected to see strong growth in Europe and Asia, with plans to increase store numbers and enhance the "O+O" (online and offline) service platform [4][5] Group 3 - Cheung Kong is actively cooperating with local authorities regarding the merger of its UK telecom subsidiary "Three UK" with Vodafone, with expectations to complete the process by the end of the year [5]

Core Viewpoint - Chongqing Port (600279.SH) announced that, after self-examination and written inquiry to its controlling shareholder, there are no undisclosed significant information apart from what has been disclosed [1] Group 1 - The company's production and operational activities are normal, with no significant changes in daily operations [1] - During the period of abnormal stock fluctuations, the company's directors, supervisors, senior management, controlling shareholders, indirect controlling shareholders, and actual controllers did not engage in buying or selling the company's stock [1]

智通财经5月22日电，阿达尼港口从星展银行获得约1.5亿美元用于资本支出的贷款。 ...

央视网消息：作为亚洲首个全自动化码头，5月22日上午，山东港口青岛港自动化码头桥吊平均单机作业效率达到每小时62.62个 自然箱，第13次刷新装卸效率世界纪录。 历时10小时35分钟，长331米的"凯普圣拉萨罗"轮上的最后一个集装箱完成卸载，青岛港自动化码头桥吊平均单机作业效率达到 了每小时62.62个自然箱，第13次创下自动化码头装卸效率世界纪录。 自2017年12月青岛港自动化码头首次创下装卸效率世界纪录以来，8年时间里，该码头已13次打破世界纪录。目前，青岛港自动 化码头的众多技术成果已成功输出到国内外多个港口，为全球港口智能化升级提供了"中国方案"。 今年以来，青岛港在软件系统、硬件设备、流程优化等多个方面持续发力，自动化码头自主研发的码头智能管控系统与设备智能 控制系统成为再次刷新世界纪录的关键。青岛港相关技术负责人表示，今年以来，青岛港融合人工智能、大模型等先进技术，能在毫 秒时间内从15余万个集装箱位置里选择最优位置堆码，同时还融合视觉感知和自动导引技术，让自动导引小车的运行间距缩短了 2.6%，运行速度提升了3.6%。 青岛港自动化码头基于国产信息平台自主研发的智能管控系统，可以达到"毫秒级" ...

Core Viewpoint - *ST Jinguang Co., Ltd. is facing potential delisting due to its stock price falling below 1 yuan for 11 consecutive trading days, with significant financial irregularities leading to administrative penalties from the China Securities Regulatory Commission [2][3] Group 1: Financial Performance and Reporting Issues - The company failed to disclose its 2024 semi-annual report within the legal timeframe, with the report only being published on October 31, 2024, after the board meeting did not approve it on August 30, 2024 [3] - From 2022 to 2024, *ST Jinguang inflated profits through false trades and premature recognition of port operation fees, with inflated profits of 36.10 million yuan in 2022 (22.46% of total reported profit), 68.09 million yuan in 2023 (65.96%), and 15.38 million yuan in Q1 2024 (62.05%) [3][4] - The company had significant undisclosed fund occupations from related parties, amounting to 3.22 billion yuan in 2022 (47.63% of net assets), 5.57 billion yuan in 2023 (81.41%), and 4.99 billion yuan in 2024, with an outstanding amount of 2.10 billion yuan as of December 31, 2024 [4][5] Group 2: Related Party Transactions - The total amount of related party transactions from 2022 to 2024 was 3.22 billion yuan (47.63% of net assets), 5.66 billion yuan (82.73%), and 7.89 billion yuan (121.86% in H1 2024), which were not disclosed in a timely manner, leading to significant omissions in the annual reports [5]