据悉，疫情后两岸"小三通"持续恢复增长，2024年客运量达137万人次，同比增长79%；今年1至8 月运送旅客126万人次，同比增长52%。在货运方面，预计"十四五"末闽台港口货物吞吐量、集装箱吞 吐量将比"十三五"末分别增长19%、33%。 两岸交通科技合作探索不断深化。在首届海峡两岸(福建)交通科技创新论坛上，首批12项两岸交通 共性科研攻关需求清单和35项科技成果转化清单发布，持续推动交通运输领域共性难题的攻克及科技成 果转化方面的交流与合作。 福建省人民政府新闻办公室10日于福州举行"高质量完成'十四五'规划，在中国式现代化建设中奋 勇争先"系列主题新闻发布会的第八场。记者从发布会上获悉，"十四五"时期，两岸客货运输保持较快 增长态势。 据福建省交通运输厅厅长王增贤介绍，福建沿海港口开通了8条对台客运航线、11条对台集装箱航 线，对台海上客运量占大陆总量的99%、对台集装箱运输量约占大陆总量的30%。 福建亦持续推出交通运输惠台政策，65周岁及以上的台胞可免费乘坐城市轨道交通和城市公交。在 福州、厦门两个机场，沿海的6个对台客运码头，以及人流量较大的10个高速公路服务区，均设立了服 务专窗，为台胞提供 ...

Core Viewpoint - The announcement of a ceasefire agreement in Gaza by the Israeli military is expected to end the prolonged "Red Sea shipping crisis," leading to a potential recovery in global supply chain efficiency and a decrease in container shipping rates [1][2]. Group 1: Market Reactions - Following the ceasefire announcement, shares of Danish shipping giant Maersk fell by 2%, reflecting investor expectations that the reopening of the Red Sea-Suez Canal route will release shipping capacity previously diverted around the Cape of Good Hope [1][2]. - Since 2023, the Houthis have launched hundreds of missile and drone attacks on commercial vessels in the Red Sea and Gulf of Aden, increasing transportation times and fuel costs for the global shipping industry [2]. Group 2: Insurance Industry Response - In contrast to the capital markets, the insurance industry has chosen to remain cautious, with war insurance rates for high-risk areas like the Red Sea and Gulf of Aden remaining stable despite the ceasefire [3]. - Insurance companies are waiting for clear evidence that the ceasefire between Israel and Hamas will hold before considering any adjustments to their rates, prioritizing recovery from significant losses incurred due to recent attacks [3]. Group 3: Houthi Oversight and Conditions - The ultimate resolution of the Red Sea crisis is contingent upon the actions of the Houthi movement, which has temporarily halted attacks on Israel but maintains a vigilant stance regarding the ceasefire [4][5]. - Houthi leader Abdul-Malik al-Houthi has stated that the group will monitor the implementation of the ceasefire, ensuring that Israel ceases military actions in Gaza and that humanitarian aid reaches the Palestinian people [5].

Core Insights - The "Global Ocean City Competitiveness Index Report (2025)" highlights that London, Singapore, and New York are leading global ocean development cities, while Shanghai and Hong Kong rank 4th and 6th respectively among Chinese cities [1] - The "Shenzhen-Hong Kong-Guangzhou" cluster from the Guangdong-Hong Kong-Macao Greater Bay Area has emerged as the top global innovation cluster in the recent Global Innovation Index (GII) [1] Group 1 - Hong Kong is recognized as a traditional maritime stronghold, evidenced by its status as the fourth international arbitration center for maritime affairs and its advanced shipping finance sector [2] - The total registered tonnage of ships in Hong Kong exceeds 100 million tons, indicating its significant role in international shipping [2] - The maritime services in Hong Kong, including ship management and crew training, are essential and complementary to the capabilities of Shenzhen and Guangzhou [2] Group 2 - Shenzhen's strength lies in the industrialization of underwater research technologies, with local universities excelling in areas such as monitoring and underwater internet [2] - Guangzhou possesses strong technological capabilities and ample space, particularly in shipbuilding, with major companies like Guangzhou Shipyard International contributing to the sector [2] - The proposed collaboration among Shenzhen, Hong Kong, and Guangzhou aims to create a synergistic approach, leveraging Hong Kong's research, Shenzhen's technology application, and Guangzhou's manufacturing capabilities [2]

在海洋生态环境法治保障方面，沈红雨介绍，相关海事法院妥善审结1743起美国康菲公司溢油污染系列 案，审结英国籍"达飞佛罗里达"轮、利比里亚籍"交响乐"轮、巴拿马籍"桑吉"轮等一批具有重大国际影 响的船舶油污损害纠纷案件。与检察、海警、行政机关等加强协调配合，推动构建陆海统筹、部门协 同、区域联动、社会共治的海洋生态环境保护协作体系。自2022年"两高"联合发布海洋公益诉讼司法解 释以来，海事法院审理海洋生态环境检察公益诉讼案件179件，依法惩治沉船海洋污染、非法捕捞、非 法占用海域、非法采矿等污染海洋环境的行为，坚定守护人海和谐的海洋生态环境。 沈红雨表示，人民法院深入实施海事审判精品战略，恪守国际条约、尊重国际惯例，平等保护中外当事 人合法权益，着力打造国际海事纠纷解决优选地。40年来累计受理涉外海事案件8.8万件，涉及146个国 家和地区，越来越多外国当事人在所涉争议与我国没有实际联系情况下，主动选择在中国海事法院提起 诉讼。某外籍船东特地将经海事法院调解取得的船舶更名为"RESPECT（尊重）"号，致敬中国司法。 沈红雨称，自1984年首批海事法院成立以来，海事审判与我国改革开放同奋进、与海洋事业共发展 ...

Group 1 - The core viewpoint of the article is that China strongly opposes the unilateral and discriminatory measures taken by the U.S. against its maritime, logistics, and shipbuilding industries, and has announced countermeasures to protect its domestic industries [1] - The U.S. announced final measures on April 17, which include imposing port fees on Chinese vessels, set to take effect on October 14 [1] - China's countermeasures will also take effect on October 14, targeting vessels with U.S. elements, such as those flagged, built, or owned by U.S. companies, by imposing special port fees [1] Group 2 - China's response is framed as a "legitimate defense" aimed at maintaining a fair competitive environment in the international shipping and shipbuilding markets [1] - The Chinese government urges the U.S. to reconsider its actions and seek solutions through equal consultation and cooperation [1]

Core Points - The Nanjing Municipal Planning and Natural Resources Bureau has publicly solicited opinions on the draft of the "Nanjing Comprehensive Transportation Planning (2021-2035)" [1] - The plan proposes a "27+1" river crossing channel framework, aiming to establish Nanjing as an international comprehensive transportation hub city by 2035 [1][3] Group 1: River Crossing Channels - The "27+1" plan includes 27 existing, under-construction, and future river crossing channels, with one being a long-term control channel [2] - Currently, there are 14 river crossing channels, with five under construction, including the Xinxin River Bridge and the Metro Line 4 Phase II [2] - Future planned channels include several rail and road crossings, with the long-term channel located in the eastern part of Qixia District [2] Group 2: Airport and Port Planning - The plan outlines the establishment of seven airports, including one main airport and five general airports, with a target of 80 million passengers and 140,000 tons of cargo annually by 2035 [4] - The strategy aims to enhance Nanjing's position as a regional shipping logistics center and develop a national logistics hub [4] Group 3: Railway Network - The railway layout will consist of "two rings and eighteen lines," with new high-speed railways planned, including the Ninghua and Hu-Yu-Rong railways [5] - The plan includes three main and seven auxiliary passenger stations, along with two classification stations and four logistics bases [5] Group 4: Transportation Accessibility - Nanjing aims to create a "123" transportation access circle, allowing one-hour access to urban centers, two hours to major cities in the Yangtze River Delta, and three hours to major cities nationwide [6] - The city plans to achieve a "4155" spatial goal, ensuring accessibility to major roads and public transport within 15 minutes [6]

以下为金十期货APP独家整理的多家期货公司研报观点，仅供参考 棕榈油 交易逻辑：印尼能源部长表示，将在2026年强制推行B50生物柴油政策，印尼棕榈油出口有收窄预期； MPOA数据显示，马来西亚9月1-30日棕榈油产量预估减少2.35%；市场调查显示，9月底棕榈油库存可 能出现七个月来首次下滑，主因出口增长、产量下降共同影响 风险因素：市场对印度可能提高植物油进口关税存在担忧；国内双节备货结束，需求端承压运行；市场 测算印尼棕榈油进口完税价较国内现价出现倒挂迹象，贸易商采购意愿低迷，某大型压榨厂暂停10月船 货招标 关注事件：美豆单产调整对豆油价格传导效应；马来西亚9月库存实际数据与预估差异；印尼B50生物 柴油政策落实情况 沪金 交易逻辑：美国共和党版本短期拨款法案及民主党替代方案均未通过，市场对美联邦政府持续停摆的担 忧加剧，资金避险需求增加；美联储9月会议纪要显示，官员一致认为年内有必要再降息一次，美元承 压运行；世界黄金协会数据显示全球央行Q3购金量同比增12% 风险因素：海内外黄金期货与现货价格创新高，估值存在回落压力；美联储降息预期或被部分计价；部 分机构下调年内降息次数预期，黄金ETF持仓有所下 ...

Core Points - COSCO Shipping Group has established its Hainan regional headquarters in Haikou, marking a significant step in deepening strategic cooperation with the Hainan provincial government [1][2] - The new headquarters aims to coordinate resources, explore regional market opportunities, and support the construction of the Hainan Free Trade Port while expanding services to Southeast Asia [1][3] - The strategic cooperation agreement includes collaboration in international hub port construction, digital supply chains, regional development, green and intelligent development, modern service industries, and headquarters bases [1][2] Group 1 - The Hainan provincial government expressed gratitude for COSCO Shipping Group's long-term support and emphasized the importance of this partnership in enhancing domestic and international market connectivity [2] - The agreement signifies a new phase in cooperation, focusing on building a first-class international hub port and enhancing the international competitiveness of shipping services [2] - The partnership aims to explore new cooperation areas, including creating an export service base and accelerating the green transformation of ports [2][3] Group 2 - COSCO Shipping Group is committed to increasing its investment in Hainan, particularly in the context of the Free Trade Port's operational year, which has shown significant results in opening up [3] - The company plans to enhance the Yangpu hub port and develop a modern logistics system that integrates "channels + hubs + networks" [3] - COSCO Shipping Group aims to contribute to the operational success of the Hainan Free Trade Port and promote win-win development with local authorities [3]

Core Insights - The cross-strait passenger and cargo transportation has maintained rapid growth since the "14th Five-Year Plan" period, with significant increases in both passenger and cargo volumes [1][2] Group 1: Transportation Growth - Eight passenger routes and eleven container routes have been opened from Fujian coastal ports to Taiwan, with passenger transport accounting for 99% of the mainland's total and container transport about 30% [1] - After the pandemic, the "small three links" between the two sides have seen continuous recovery, with passenger volume expected to reach 1.37 million in 2024, a year-on-year increase of 79%; from January to August this year, 1.26 million passengers were transported, marking a 52% increase [1] - By the end of the "14th Five-Year Plan," the cargo throughput and container throughput at Fujian-Taiwan ports are projected to grow by 19% and 33%, respectively, compared to the end of the "13th Five-Year Plan" [1] Group 2: Technological Cooperation - The first Cross-Strait (Fujian) Transportation Technology Innovation Forum has been held, releasing a list of 12 common research needs and 35 technology achievement transformation lists to promote cooperation in addressing common challenges in the transportation sector [1] Group 3: Policy Support - Fujian has introduced transportation policies benefiting Taiwanese residents, including free public transport for those aged 65 and above, and established service windows at major transport hubs to provide guidance and policy consultation [2] - Taiwanese specialty products are included in the sales range at highway service areas, with relevant preferential policies in place [2]

Core Viewpoint - China COSCO Shipping Group has established its Hainan regional headquarters to enhance strategic cooperation with the Hainan provincial government, aiming to support the development of the Hainan Free Trade Port and expand services to Southeast Asia [1] Group 1: Strategic Cooperation - The Hainan regional headquarters will coordinate resources from China COSCO Shipping Group to explore regional market and industrial development opportunities [1] - A strategic cooperation agreement was signed between the Hainan provincial government and China COSCO Shipping Group, focusing on international hub port construction, digital supply chains, and green low-carbon development [1] Group 2: Local Integration - The new headquarters aims to integrate China COSCO Shipping Group's business with local industrial planning [1] - A strategic cooperation framework agreement was also signed between Haikou city government and China COSCO Shipping Group [1]