格隆汇9月7日丨宁波远洋(601022.SH)发布公告，根据公司战略规划与业务发展的需要，公司拟通过现 有全资子公司宁波远洋（新加坡）有限公司在新加坡全资设立经航新加坡及纬航新加坡。经航新加坡负 责投建运营4艘2700TEU集装箱船舶项目，投资总额约为11.94亿元人民币；纬航新加坡负责投建运营4 艘4300TEU集装箱船舶项目，投资总额约为17.00亿元人民币。 上述两家境外公司投资资金主要用于投建船舶项目和境外公司前期设立及运营等，资金来源为自有或自 筹资金，实际投资金额以中国及新加坡当地主管部门批准金额为准，公司投资金额将在限额范围内根据 实际需要分阶段审慎投入。 ...

每经AI快讯，宁波远洋（SH 601022，收盘价：9.56元）9月7日晚间发布公告称，公司第二届第十五次 董事会会议于2025年9月6日以书面传签的方式召开。会议审议了《关于投资设立宁波远洋（新加坡）经 航有限公司的议案》等文件。 2024年1至12月份，宁波远洋的营业收入构成为：运输服务占比86.34%，综合物流及代理服务占比 11.85%，其他业务占比1.81%。 截至发稿，宁波远洋市值为125亿元。 每经头条（nbdtoutiao）——疯狂囤黄金！全球央行黄金储备反超美债，系29年来首次！美元"霸权"落 幕？巨头：美国国债或迎"最糟糕十年" （记者 王晓波） ...

宁波远洋公告，公司拟通过全资子公司宁波远洋有限公司在新加坡设立经航新加坡和纬航新加坡两家公 司。经航新加坡将负责建设和运营4艘2700TEU集装箱船舶项目，投资总额约为11.94亿元人民币；纬航 新加坡负责建设和运营4艘4300TEU集装箱船舶项目，投资总额约为17亿元人民币。此次投资旨在优化 公司船队结构，扩大船队规模，并提升公司航线服务能力。投资事项已获得公司股东大会和董事会审议 通过。 ...

（原标题：迪拜环球港务集团将开通摩洛哥至英国及北欧新航线） 目前，摩洛哥每年向西欧出口水果和蔬菜超过650万吨，出口规模年增幅超过20%。迪拜环球港务 集团欧洲航运业务首席运营官马库斯·鲁达茨表示，新航线将增强农户和零售商的信心，确保产品快速 送达并减少七成排放。 阿通社伦敦2025年9月4日电 迪拜环球港务集团宣布，将于2025年11月开通摩洛哥至英国和北欧的 新航线，以提升农产品出口效率。新航线将把运输时间缩短最多两天，为市场提供更新鲜、成本更低、 碳排放更少的水果和蔬菜。 迪拜环球港务集团欧洲区首席执行官拉希德·阿卜杜拉表示，新航线具有可靠性强、运输快捷和信 息化程度高等优势，将为出口商和零售商提供卡车运输的有效替代方案。集团还投资新船队，新增1250 个冷藏集装箱及1750个干货集装箱，以满足不断增长的运输需求。 据介绍，这条名为"Atlas服务"的新航线将摩洛哥阿加迪尔和卡萨布兰卡同集团旗下的伦敦门户港和 安特卫普门户港连接起来。两艘专用船舶将投入运营，高品质产品也将通过安特卫普分销至欧洲。该服 务将于本月18日在阿加迪尔正式启动。 新航线预计每年可将约15万吨新鲜农产品运输方式从公路转向海运，减少 ...

Core Viewpoint - The strategic adjustments made by Chinese shipping companies, particularly COSCO, in response to the U.S. "port tax" policy reflect the ongoing trade tensions between China and the U.S. [3][6] Group 1: Shipping Industry Adjustments - Chinese shipping companies are gradually reducing the proportion of Chinese-manufactured vessels deployed on U.S. routes, indicating a shift in global shipping strategies [3]. - COSCO reported a 9.5% growth in mainland China route operations, a 5.2% increase in Asian routes, and an 11.9% increase in other international routes, suggesting a significant transfer of business from U.S. routes [3]. Group 2: U.S. Policy Implications - The U.S. "port tax" policy, set to begin on October 14, 2023, imposes additional fees on Chinese vessels docking at U.S. ports, starting at $50 per net ton and potentially rising to $140 per net ton [3][4]. - The policy aims to bolster the U.S. shipbuilding industry while simultaneously weakening Chinese maritime trade, reflecting a dual strategy of trade barrier implementation and domestic industry support [6]. Group 3: Global Economic Impact - The U.S. government's attempts to impose high trade barriers are expected to disrupt international shipping costs and supply chain stability, ultimately increasing burdens on U.S. consumers and businesses [8]. - China's response to the U.S. actions includes initiating anti-dumping measures against U.S. fiber optic manufacturers, with tariffs reaching up to 78.2%, showcasing China's commitment to countering unfair trade practices [9].

Economic Activity Index - The China High-Frequency Economic Activity Index (YHEI) as of September 2, 2025, is 1.04, a decrease of 0.04 from August 26 [1][3] - The coastal coal freight index fell by 0.11 to 0.87, and the 30-city commodity housing sales index dropped by 0.05 to 0.48, contributing to the decline in YHEI [1][3] Manufacturing Sector - The manufacturing PMI for August is 49.4%, up 0.1 percentage points from the previous month, indicating continued contraction for five consecutive months [23] - Large and small enterprises' PMIs increased by 0.5 and 0.2 percentage points to 50.8% and 46.6%, respectively, while the medium-sized enterprises' PMI decreased by 0.6 percentage points to 48.9% [23] - The consumer goods sector's PMI fell by 0.3 percentage points to 49.2%, while high-tech manufacturing and equipment manufacturing PMIs rose to 51.9% and 50.5%, respectively, indicating expansion [23] Demand and Supply Indicators - New orders and new export orders indices are at 49.5% and 47.2%, respectively, both in contraction territory [2][23] - The production index increased from 50.5% to 50.8%, indicating a rise in production activity [2][23] - The purchasing price index for major raw materials rose to 53.3%, while the ex-factory price index increased to 49.1% [2][23] Non-Manufacturing Sector - The non-manufacturing business activity index is at 50.3%, up 0.2 percentage points from the previous month [24] - The construction PMI fell to 49.1%, marking its first contraction since February, with the new orders index dropping to 40.6% [24] - The service sector PMI increased by 0.5 percentage points to 50.5%, indicating renewed expansion [24] Monetary Policy - The central bank's net fund injection was 92.9 billion yuan, with a reverse repurchase operation of 201.73 billion yuan and 19.244 billion yuan maturing [5][6] - The overnight interbank rate decreased by 2 basis points to 1.36%, while the seven-day repo rate fell by 7 basis points to 1.46% [10][11] Real Estate Market - New home transaction volumes in first and third-tier cities increased by 22.84% and 6.65%, respectively, while second-tier cities saw a decline of 11.03% [37] - Second-hand home transaction volumes decreased across all city tiers, with first, second, and third-tier cities down by 5.09%, 9.65%, and 20.21%, respectively [40]

Core Insights - The Zhejiang Free Trade Zone has achieved significant progress in its five years since expansion, with a focus on high-quality development and collaboration among its four areas [1][4] Group 1: Achievements of Ningbo Area - The Ningbo area has positioned itself as an international shipping hub, with the Ningbo-Zhoushan International Shipping Center rising from 11th to 7th globally over five years [1] - The area has added six new berths for vessels over 10,000 tons and established the world's only dual "10 million TEU" container terminal [1] - Ningbo-Zhoushan Port has maintained the highest cargo throughput globally for 16 consecutive years and ranks third in container throughput [1] Group 2: Innovations in Logistics - The Ningbo area has developed a comprehensive logistics network, introducing a "Iron-Sea" dual-fast logistics model and new logistics routes connecting Yiwu and Hefei to international ports [2] Group 3: Developments in Hangzhou Area - The Hangzhou area has focused on digital trade, with seven companies in artificial intelligence generating over 10 billion yuan in revenue [3] - The area has seen a 37.9% year-on-year increase in cross-border e-commerce exports, reaching 38.74 billion yuan in the first half of the year [3] - Hangzhou aims to establish itself as a leader in artificial intelligence and digital trade, with plans to develop multiple high-level models and a comprehensive talent service system [3] Group 4: Progress in Jinyi Area - The Jinyi area has implemented various market procurement models and innovative trade systems, achieving a total foreign trade import and export value of 1.13851 trillion yuan by mid-2023 [4] - The area has registered 79,000 new enterprises, accounting for 42.9% of the total in the Zhejiang Free Trade Zone [4] Group 5: Overall Impact - The "one zone, four areas" structure of the Zhejiang Free Trade Zone has created a strong synergy, enhancing its ability to attract global resources and achieving strategic development leaps [4]

Core Viewpoint - The opening of a new direct shipping route from Jiaxing Port in Zhejiang to Africa marks a significant milestone in enhancing international trade connections under the Belt and Road Initiative, facilitating infrastructure and livelihood projects in Africa [1] Group 1: Shipping Route Details - The Hong Kong-registered bulk carrier "Changsheng" completed loading operations at Jiaxing Port and is set to sail directly to Tanzania's Zanzibar Port and Mozambique's Beira Port [1] - The inaugural voyage carried approximately 200 TEU containers and nearly 1,000 cubic meters of equipment, including 59 large "Advanced Ark (Space Capsule)" units and 57 electric plant gantry frames [1] Group 2: Operational Plans - The new shipping route is planned to operate on a regular basis with a frequency of one voyage per month [1] - The route aims to deepen cooperation between the Yangtze River Delta region and the African continent in areas such as infrastructure development, industrial collaboration, and improvement of living standards [1]

Group 1 - Phoenix Shipping announced the resignation of Zhao Qiuling as Vice General Manager and Financial Officer due to work adjustments, but she will continue to serve as a board member [1] - The company appointed Wang Guozheng as the new Financial Director, effective from the date of the board's approval until the end of the current board's term [1] - For the first half of 2025, Phoenix Shipping's revenue composition was 88.92% from the transportation industry and 11.08% from crew dispatch services and asset leasing [1] Group 2 - As of the report, Phoenix Shipping has a market capitalization of 4.7 billion yuan [2]

Meeting Information - The company held its 21st meeting of the 9th Board of Directors on September 5, 2025, via both in-person and communication methods, with all 7 directors present [2] - The meeting was legally valid and complied with relevant regulations [2] Resolutions Passed - The board approved the appointment of Mr. Wang Guozheng as the Chief Financial Officer, effective from the date of the board's approval until the end of the current board's term, with a unanimous vote of 7 in favor [2][3] - The board approved a proposal to provide guarantees for subordinate institutions, which will be submitted for shareholder meeting approval, also with a unanimous vote of 7 in favor [3] - The board decided to hold the first temporary shareholders' meeting of 2025 on September 22, 2025, at 14:30, with a unanimous vote of 7 in favor [3]