前十大流通股东累计持有： 82437.76万股，累计占流通股比： 69.46%，较上期变化： -54.73 万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 重庆港（600279）务物流集团有限公司 | 57793.48 | 48.69 | 不变 | | 国投交通控股有限公司 | 17696.56 | 14.91 | 不变 | | 重庆市万州港口(集团)有限责任公司 | 2182.69 | 1.84 | 不变 | | 赵波 | 1561.00 | 1.32 | 不变 | | 徐开东 | 885.80 | 0.75 | 不变 | | 香港中央结算有限公司 | 572.17 | 0.48 | -42.69 | | 重庆市城市建设投资(集团)有限公司 | 490.82 | 0.41 | -97.15 | | 丁章磊 | 438.10 | 0.37 | 新进 | | 赵学彬 | 429.35 | 0.36 | 不变 | | 高雪萍 | 387.79 | 0.33 | 不变 | | 较上个报告期退出前十大股东有 | | | ...

Core Viewpoint - The opening of the Huai Bin Central Port-Anyang Steel Group's new energy vehicle public-water intermodal transport channel marks a significant step towards low-carbon operations and enhanced logistics services at the Xinyang Port, transitioning it from a single inland river port to a comprehensive national river port [3][4]. Group 1: Low-Carbon Operations and Cost Efficiency - The new intermodal transport channel has led to a nearly 60% reduction in transportation costs for new energy vehicles compared to traditional diesel trucks, significantly decreasing carbon emissions and supporting the port's green development goals [4]. - Since its trial operation began on April 10, 2025, over 50 new energy trucks have been deployed to meet the transportation needs of the Xinyang Minggang Steel Plant [4]. Group 2: Container Throughput Growth - In its first operational year, the Huai Bin Central Port achieved a container throughput of 11,147 TEUs, exceeding its target by 185%. In 2023, the throughput reached 30,464 TEUs, a year-on-year increase of 173.29%, and is projected to reach 50,456 TEUs in 2024, marking a 65.62% growth [6]. - As of April 21, 2025, the cumulative cargo throughput reached 1.2708 million tons, a 152.49% increase, with key cargo types including iron ore, white marble, rice, outdoor furniture, yellow sand, fertilizers, and steel billets [7]. Group 3: Multi-Modal Transport Development - The Huai Bin Central Port has been recognized as a provincial multi-modal transport demonstration project, successfully implementing "iron-water" and "road-river-sea" intermodal transport for various goods [5]. - The port is actively expanding its service capabilities and promoting the application of new energy vehicles, aiming to enhance its logistics services and support regional economic development [7]. Group 4: Regional Economic Impact and Infrastructure Development - The development of the Huai Bin Central Port is part of a broader strategy to create a "one port, four zones" layout and a "one trunk, six branches" waterway network, facilitating high-quality inland shipping development [10]. - The port's growth is expected to stimulate surrounding industries, particularly shipbuilding, logistics, food, and manufacturing, contributing to the overall economic vitality of the region [9]. Group 5: Future Prospects and Strategic Goals - Future projects include the expansion and quality improvement of the port area, the construction of dedicated railway lines, and the establishment of customs supervision and bonded warehouses, aiming to position the Huai Bin Central Port as a key container freight hub in Henan Province [7][10]. - The port aims to integrate various functions, including port operations, shipping, customs clearance, and bonded logistics, to enhance its operational efficiency and sustainability [10].

A股港口航运板块异动拉升，连云港涨超6%，招商轮船、中远海能、重庆港、锦江航运、青岛港跟 涨。 ...

Core Points - The "Oriental Pearl No. 8" ferry has resumed operations, marking the restart of the passenger route from Dandong, China to Incheon, South Korea after a hiatus of 5 years and 3 months [1] - The resumption of this route signifies the complete restart of both container and passenger transport between Dandong and Incheon, enhancing trade efficiency between China and South Korea [1] - The ferry's maximum passenger capacity has been increased to 1,500, and significant upgrades have been made to the Dandong port's facilities to support the ferry's operations [1] Group 1 - Dandong Port's border inspection station has prioritized the ferry's resumption as a key annual task, implementing high-level planning and coordination with various agencies to ensure smooth operations [2] - A joint working group has been formed with local maritime and customs authorities to optimize support plans for the ferry's resumption [2] - Training programs for border inspection personnel have been enhanced to improve their operational capabilities, focusing on passenger inspection processes and emergency response [2] Group 2 - A special task force has been established to address potential peak periods of passenger traffic, with emergency plans in place to ensure efficient processing of entry and exit procedures [3] - The ferry operates on a schedule with departures from Dandong every Tuesday, Thursday, and Saturday at 5 PM, and returns from Incheon every Tuesday, Thursday, and Saturday at 8 AM [3] - Passengers are advised to allow sufficient time for customs and border checks and to keep their travel documents secure [3]

Group 1 - The collaboration between China and Malaysia is revitalizing the historical maritime trade route, particularly through the expansion of Port Klang, which is set to increase its container throughput capacity from 14 million TEUs to 27 million TEUs annually [1] - The expansion project at Port Klang is divided into two phases, with the first phase expected to be completed by 2026 and the second phase by 2028, aiming to meet the development needs for the next 10 to 15 years [1][2] - China Communications Construction Company (CCCC) has been a reliable strategic partner in the development of Port Klang, demonstrating excellence in infrastructure quality, project execution efficiency, and technical expertise [2] Group 2 - The East Coast Rail Link (ECRL) project, a flagship initiative under the Belt and Road Initiative, will connect Kuantan Port on the east coast with Port Klang on the west coast, significantly improving connectivity in the region [2][3] - A joint operation and maintenance company has been established to ensure high-level operation of the ECRL, which is seen as a vital "land bridge" for Malaysia's integration into the international trade system [3] - The Port Klang Free Trade Zone and the East Coast Rail Link are identified as core pillars for Malaysia's ambition to become a regional logistics and trade hub, with ongoing cooperation in green ports, trade facilitation, and smart logistics [3]

李嘉诚卖港口一事，有新消息。 市场监管总局：长和港口交易各方不得采取任何方式规避反垄断审查 最初的交易方案是，阿庞特家族现有的港口运营商Terminal Investment Limited（TiL）获得全球港口资产51%的股份，贝莱德旗下的一家实体获得 49%的股份。那部分占了该交易中涉及的大部分资产，包括位于荷兰、德国、马来西亚和其他地方的集装箱码头。 对于这两个巴拿马港口，所有权结构正好相反：TiL获得49%的股份，贝莱德最近收购的基础设施投资机构Global Infrastructure Partners获得51%的 股份。 3月4日深夜，李嘉诚旗下长江和记实业有限公司在港交所公告，宣布与贝莱德牵头的财团达成原则性协议，出售其全球港口业务核心资产。 标的资产覆盖亚欧美洲23个国家的43个港口，涵盖199个泊位及配套的智能码头管理系统、全球物流网络等核心资源。其中涉及巴拿马港口公司 90%股权。 如此一来，该公司运营的巴拿马巴尔博亚和克里斯托瓦尔两个港口将被美国企业控制。 4月27日消息，日前，市场监管总局新闻发言人就长和港口交易事回答了记者提问。有记者问：据《华尔街日报》4月16日报道，长和出售海外港 ...

为规避同业竞争，2024年公司与间接控股股东重庆物流集团及其所属公司重新签署《托管协议》，托管 范围为：重庆果园件散货码头有限公司（100%股权）、重庆市万州港口（集团）有限责任公司（95.6% 股权）、重庆市涪陵港务有限公司（100%股权）、重庆果园大件货物码头有限公司（100%股权）、重 庆港盛船务有限公司（100%股权）、重庆江盛汽车物流有限公司（51%股权）、重庆黄磏港口物流有 限公司（50%股权）、重庆果园滚装码头有限公司（39%股权）、重庆郭家沱港埠有限公司（55%股 权）及重庆公路运输集团纳溪沟港务有限公司（100%股权）10家港航企业资产。同时，终止港务物流 集团及其一致行动人万州港与公司签署的所有《资产托管协议》及《资产托管补充协议》。 现将上述托管资产2024年度经审计后的净资产收益率公告如下： 证券代码：600279 证券简称：重庆港 公告编号：临2025－019号 重庆港股份有限公司 关于股东托管资产2024年净资产收益率情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 2014年7月2 ...

Company Overview - Beibu Gulf Port announced a 2024 dividend distribution plan, proposing a cash dividend of 0.47 yuan per share (including tax), with a total cash payout of 109 million yuan, representing 8.97% of the net profit. This marks the 15th cumulative cash distribution since the company's listing [2] - The company reported a revenue of 7.003 billion yuan for the year, reflecting a year-on-year growth of 0.77%, and a net profit of 1.219 billion yuan, up 8.18% year-on-year. The basic earnings per share were 0.579 yuan, with a weighted average return on equity of 7.48% [2] Dividend History - The historical dividend distribution details show a consistent payout trend, with the most recent dividend of 0.47 yuan per share being lower than previous distributions, such as 1.95 yuan per share in 2023 and 1.51 yuan per share in 2024 [2] - The dividend yield for the latest distribution is 0.61%, which is lower compared to previous years [2] Market Performance - The stock experienced a net inflow of 3.0844 million yuan from main funds today, but there was a net outflow of 115 million yuan over the past five days [3] - The latest margin financing balance for the stock is 434 million yuan, with a decrease of 7.8526 million yuan over the past five days, representing a decline of 1.78% [4] Industry Context - In the transportation industry, 77 companies have announced their 2024 dividend plans, with China COSCO Shipping Holdings leading with a cash payout of 16.131 billion yuan, followed by Shanghai Port Group and China Merchants Highway with payouts of 3.376 billion yuan and 2.844 billion yuan, respectively [4]

Core Insights - The 2024 annual performance briefing of China Merchants Group's listed companies was held, focusing on innovation and strategic development [1] Group 1: China Merchants Jiyu - The company achieved a new contract amount of 3.693 billion yuan in 2024, with non-residential sectors contributing 3.396 billion yuan, indicating a strong market position [2] - Future strategies include enhancing service quality, leveraging group synergies, and utilizing technology for efficiency improvements [2] - The company aims to deepen digital transformation and establish smart management centers for urban services [2] Group 2: China Merchants Port - The company operates 51 ports across 26 countries, with overseas container throughput reaching 36.835 million TEU in 2024, a year-on-year increase of 8.1% [3] - Overseas business revenue now accounts for 34% of total revenue, highlighting its importance as a growth driver [3] - The Shenzhen Western Port Area achieved a container throughput of 15.991 million TEU in 2024, up 17.7% year-on-year [4][5] Group 3: China Merchants Shekou - The company is focusing on core cities and sectors, adhering to a strategy of "four no losses" to ensure cash flow safety and high-quality development [6] - Recent government policies have signaled a commitment to stabilize the real estate market, which the company plans to leverage for growth [6] - The company is enhancing its operational capabilities and developing a REITs platform to optimize resource management [6] Group 4: China Merchants Highway - The company reported total assets of 159.169 billion yuan and operating income of 12.711 billion yuan in 2024, with net profit reaching 5.322 billion yuan [7] - Over the past three years, the company has distributed a total of 9.026 billion yuan in cash dividends, reflecting strong shareholder returns [8] - The company is managing 26 highway projects with a total length of approximately 2,008 kilometers, focusing on strategic interventions for upgrades [8]

Core Viewpoint - The Italian billionaire Gianluigi Aponte's family business is planning to acquire 43 port assets globally from Li Ka-shing's CK Hutchison Holdings, marking a significant shift in the ownership of strategic port infrastructure [1][3]. Group 1: Players Involved - The port dispute has evolved into a five-way contest involving Li Ka-shing, BlackRock from the U.S., Chinese regulatory bodies, Panama's interests, and now the Aponte family [3]. - Gianluigi Aponte controls Mediterranean Shipping Company (MSC), one of the largest private shipping companies globally, which has significant influence in the port investment sector through its subsidiary, Terminal Investment Limited (TiL) [4]. Group 2: Strategic Implications - TiL is preparing to take over over 40 ports from CK Hutchison, excluding two key ports near the Panama Canal, which are expected to be controlled by BlackRock [4]. - The involvement of BlackRock, a major U.S. asset management firm with strong political ties, raises concerns about the potential for U.S. influence over these strategic assets, especially in light of Trump's previous statements about reducing Chinese presence in the Panama Canal area [6]. Group 3: Geopolitical Context - The sale of port assets by Li Ka-shing is interpreted as a strategic move to divest from a politically sensitive environment, as the ports have become focal points in the geopolitical tug-of-war between the U.S. and China [9]. - The situation reflects a historical pattern where Panama has been a battleground for international power dynamics, with the U.S. previously exerting control over the canal and now attempting to regain influence through capital means [9]. Group 4: Future Outlook - The ongoing developments signify a complex interplay of international capital and geopolitical interests, with Aponte's involvement potentially being a precursor to further strategic maneuvers in the region [10]. - For China, the focus remains on maintaining a broad and deep global trade network rather than being overly reliant on specific ports, indicating a strategic resilience in its international trade approach [7][10].