终止本次交易不会产生相关违约责任或其他责任。终止本次交易不会损害本公司及股东利益，不会对本 公司生产经营活动和财务状况造成不利影响。 青岛港（601298）(06198)发布公告，有关青岛港国际股份有限公司(本公司)拟以现金收购日照港 （600017）油品码头有限公司(油品公司)100%股权及日照实华原油码头有限公司(日照实华)50.00%股权 (合称"标的公司")的须予披露交易及关连交易。由于日照实华被美国列入特别指定国民清单，可能对标 的公司相关业务产生较大影响，为维护本公司及股东整体利益，经与相关方磋商，本公司决定终止本次 交易。于2025年12月12日，本公司与日照港集团签署了有关本次交易的终止协议。 ...

格隆汇12月12日丨青岛港(06198.HK)发布公告，有关公司拟以现金收购日照港油品码头有限公司("油品 公司")100%股权及日照实华原油码头有限公司("日照实华")50.00%股权(合称"标的公司")。由于日照实 华被美国列入特别指定国民清单，可能对标的公司相关业务产生较大影响，为维护公司及股东整体利 益，经与相关方磋商，公司决定终止本次交易。2025年12月12日，公司与日照港集团签署了有关本次交 易的终止协议。 ...

Core Viewpoint - Qingdao Port (601298.SH) has decided to terminate its planned acquisition of 100% equity in Rizhao Port Oil Products Co., Ltd. and 50% equity in Rizhao Shihua Crude Oil Terminal Co., Ltd. due to significant potential impacts from Rizhao Shihua being listed on the U.S. Specially Designated Nationals List [1] Group 1 - The acquisition was initially intended to enhance Qingdao Port's operational capabilities in the oil products sector [1] - The decision to terminate the transaction was made after consultations with relevant parties to protect the overall interests of the company and its shareholders [1] - A termination agreement regarding the transaction was signed with Rizhao Port Group on December 12, 2025 [1]

Core Viewpoint - Qingdao Port announced the termination of its planned cash acquisition of 100% equity in an oil company and 50% equity in Rizhao Shihua due to potential impacts from Rizhao Shihua being listed on the U.S. Specially Designated Nationals list [1] Group 1 - The company had previously intended to acquire 100% of the oil company and 50% of Rizhao Shihua [1] - The decision to terminate the transaction was made after discussions with relevant parties [1] - A termination agreement regarding the transaction was signed with Rizhao Port Group on December 12, 2025 [1]

青岛港公告称，公司原计划现金收购油品公司100%股权和日照实华50%股权，并于2025年2月签署相关 协议，3月股东大会审议通过。因日照实华被美国列入特别指定国民清单，可能影响标的公司业务，为 维护公司及股东利益，12月12日公司与日照港集团签署终止协议。终止交易不会产生违约责任，不损害 公司及股东利益，也不影响公司生产经营和财务状况。 ...

黄海之滨,巨轮穿梭间涌动着"创新浪潮"——山东港口青岛港以"人才是第一资源、创新是第一动力"为 核心理念,构建"工匠引领、全员参与、成果转化"的创新生态,打造出一支技艺精湛、敢闯敢试的工匠队 伍。从"振超效率"9次刷新世界纪录,到全港自动化技改覆盖十大机种；从"大国工匠"郭凯带出百余名技 能骨干,到年实训规模突破5万人次……截至目前,青岛港现有技术工人7304人,其中,高级技师以上725人, 成为推动港口高质量发展的坚实基础、硬核支撑。青岛港正以全员创新的澎湃动能,在效率提升、智慧 转型、绿色发展等领域斩获累累硕果,让"中国速度"响彻世界港口圈,为高质量发展注入硬核支撑。 记者 赵波 青岛报道 通讯员 吴晓琳 江浩 在"地中海法米娅"轮作业,面对船上多为重箱、超重箱的不利条件,许振超高度集中、带队攻坚,眼睛瞪得 发酸也不敢眨一下,他知道每慢一秒,团队多日的努力就可能付诸东流,"只有每一钩都像穿针引线,稳了才 能快"。时钟指向零点时,一台设备突发故障,传感器线头松动,现场瞬间静了下来,工友们的呼吸声里藏着 抑制不住的慌乱。许振超立即赶赴查验,仅用两分钟就排除隐患,以339自然箱/小时打破世界纪录,诞生"振 超效 ...

Group 1 - The core viewpoint of the news is that Liaoport Co., Ltd. experienced a decline in stock price and notable trading activity, with significant financing and margin trading data indicating high levels of market engagement [1][2][3] Group 2 - On December 11, Liaoport's stock fell by 1.25%, with a trading volume of 143 million yuan. The financing buy-in amount was 13.28 million yuan, while the financing repayment was 14.58 million yuan, resulting in a net financing outflow of 1.30 million yuan [1] - As of December 11, the total balance of margin trading for Liaoport was 257 million yuan, with the financing balance of 253 million yuan accounting for 0.87% of the circulating market value, indicating a high level compared to the past year [1] - In terms of margin trading, on December 11, Liaoport had a short selling of 362,800 shares and a repayment of 23,800 shares, with a short selling amount of 573,200 yuan. The remaining short selling volume was 2.06 million shares, with a balance of 3.25 million yuan, also indicating a high level compared to the past year [1] Group 3 - Liaoport Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010. The company primarily engages in various port and logistics services, with service revenue constituting 96.37% of total income [2] - For the period from January to September 2025, Liaoport achieved an operating income of 8.43 billion yuan, representing a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.30 billion yuan, reflecting a year-on-year increase of 37.51% [2] - Since its A-share listing, Liaoport has distributed a total of 5.34 billion yuan in dividends, with 1.44 billion yuan distributed over the past three years [3]

021-60635736 期货从业资格号：F3033782 投资咨询证书号：Z0014484 021-60635735 niejiayi@ccb.ccbfutures.com 期货从业资格号：F03124070 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 报告类型 焦炭焦煤日评 | | | | | | 表1：12月11日焦炭焦煤期货主力合约价格、成交及持仓情况（单位：元/吨、手、亿元） | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合约 代码 | 前收 盘价 | 开盘价 | 最高价 | 最低价 | 收盘价 | 涨跌幅 | 成交量 | 持仓量 | 持仓量 变化 | 资金流 入流出 | | J2601 | 1527 | 1525 | 1543 | 1488.5 | 1491.5 | -2.96% | 18,180 | 25,407 | -631 | -0.37 | | JM2605 | 1070 | 1065.5 | 10 ...

Core Insights - The article highlights the significant growth in container throughput at major Chinese ports, with Shanghai, Ningbo-Zhoushan, and Shenzhen leading the way in terms of volume and growth rates [1][5][6]. Group 1: Coastal Ports Performance - Shanghai Port achieved a container throughput of 50.56 million TEUs in the first 11 months of 2025, marking a 6.7% year-on-year increase and breaking the 50 million TEU mark a month earlier than the previous year [1][6]. - Ningbo-Zhoushan Port also reported a record, surpassing 40 million TEUs for the first time, becoming the third global port to reach this milestone [1][6]. - Shenzhen Port's container throughput reached 32.41 million TEUs, reflecting a growth of 6.57% year-on-year [6]. Group 2: Inland Ports Growth - Several inland ports, including Suzhou, Wuxi, and Yunnan, demonstrated remarkable growth, with Wuxi Port's container throughput increasing by 107.0% and Yunnan Port by 223.6% year-on-year [2][7]. - The article notes that 13 inland ports achieved double-digit growth in container throughput, indicating a rising importance of inland shipping [2][7]. Group 3: National Port Statistics - Nationally, the total cargo throughput for ports reached 1.51 billion tons from January to October 2025, a 4.3% increase year-on-year, with foreign trade cargo throughput at 467.34 million tons, up 3.7% [5]. - The total container throughput for the same period was 29.42 million TEUs, reflecting a 6.4% year-on-year growth [5]. Group 4: Future Developments and Planning - The article discusses the upcoming "14th Five-Year Plan" and the emphasis on enhancing inland waterway construction in provinces like Guangdong, Shandong, and Henan [2][14]. - Plans include building a comprehensive inland waterway network and modernizing ports to support increased throughput, with Henan aiming for a port throughput of over 100 million tons during the "14th Five-Year Plan" [14][15].

从交通运输部公布的全国主要港口1—10月吞吐量数据看，今年上海港集装箱吞吐量仍然大幅领跑，领 先位居第二的宁波舟山港约千万标箱规模，紧随其后的深圳港、青岛港、广州港、天津港4座港口集装 箱吞吐量相对接近，位列第三梯队。同期，全国集装箱吞吐量前十港口中，宁波舟山港、广西北部湾港 和日照港3座港口吞吐量实现双位数正增长，增速亮眼。 值得注意的是，除上述沿海港口外，今年多个内河港口也交出了亮眼成绩。2025年1—10月，苏州港货 物吞吐量达到50893万吨、集装箱吞吐量达到846万标箱，双双跻身全国前十。同期，芜湖港、重庆港、 湖州港等13个内河港口集装箱吞吐量实现双位数以上正增长，其中无锡港和云南港集装箱吞吐量同比增 速均突破三位数，分别达到107.0%和223.6%。 随着内河航运发展重要性愈加凸显，南方财经记者注意到，广东、山东、河南等省份已将加强内河航道 建设纳入"十五五"规划。其中，广东明确提出要加强内河航道建设，山东提出构建干支衔接、通江达海 的内河水运网，河南则在加快实施内河航运"11246"工程，计划"十五五"期间全省港口吞吐量突破1亿 吨。 迈向"十五五"，在持续调整的贸易格局下，港口群布局也将迎 ...