日前，美国海关与边境保护局（CBP）正式发布CSMS #66427144号公告，宣布自10月14日起对中国船舶实施新的收费政策。针对中国拥有、运 营或建造的船舶设立三重收费标准，液化天然气（LNG）运输船为唯一豁免品类。 根据公告，收费分为三个附件类别：附件I规定中国实体拥有或运营的船舶按每净吨50美元收费；附件II明确中国建造的船舶按"每净吨18美 元"或"每卸货集装箱120美元"孰高原则计费；附件III对汽车运输船或滚装船按每净吨14美元收取费用。船舶运营方需在抵港前三个工作日通过 美国财政部Pay.gov平台完成缴费，未提供缴费凭证的船舶将被拒绝装卸作业或不予放行。 中国船舶工业行业协会与中国船东协会当日联合发表声明，指出美方措施基于虚假指控，严重违背WTO非歧视原则。中国国务院已于9月29日 修订《国际海运条例》，新增反制条款，明确对采取歧视性措施的国家可实施对等收费、港口限制等反制手段。 航运成本激增 10万吨级货轮单次靠港多付500万美元 中国船东协会专家指出，新收费相当于对中美贸易额外加征4%关税。以10000TEU集装箱船为例，单次停靠美国港口需缴纳约500万美元（约 3500万）费用，这部分 ...

Core Viewpoint - The opening of the "China-Europe Arctic Express" shipping route marks a significant development in enhancing trade relations between China and Europe, providing strong support for the export of "Made in China" products amid global trade uncertainties [1][4]. Group 1: Shipping Route Details - The "China-Europe Arctic Express" utilizes the Northeast Passage, reducing transit time to approximately 18 days, compared to about 40 days via the Suez Canal and 50 days via the Cape of Good Hope [2][3]. - The route connects the Barents Sea and the Bering Strait, benefiting from improved navigation conditions due to climate change, with the navigation window expected to extend to 120 days by summer 2025 [2][3]. - The first voyage included cargo from various Chinese ports, such as Qingdao and Shanghai, carrying a mix of consumer goods and new energy products, which will reach major European ports like Felixstowe and Rotterdam [2][3]. Group 2: Economic Impact - The new route allows for faster market entry of products into Europe, aiding in inventory preparation for the year-end holiday season while also reducing logistics costs [3][5]. - The Arctic route is particularly advantageous for transporting high-value items like batteries, as it minimizes risks associated with self-discharge and reduces refrigeration costs due to its low-temperature environment [3][5]. - Data shows that in the first half of the year, China's trade with the EU reached 2.82 trillion yuan, a year-on-year increase of 3.5%, solidifying the EU's position as China's second-largest trading partner [4][5]. Group 3: Future Prospects - If the Arctic route operates regularly, it could significantly enhance logistics efficiency, expand trade in seasonal consumer goods, and reduce reliance on traditional shipping routes, thereby increasing supply chain resilience [5][6]. - The development of the Arctic route is expected to create new opportunities for coastal ports and inland trade hubs, improving overall logistics capabilities and international competitiveness [5][6]. - China is open to international cooperation on Arctic route infrastructure and operations, aiming to promote sustainable development and environmental protection in the region [6][7].

Core Viewpoint - The new port fee policy imposed by the U.S. on Chinese shipowners and shipyards, effective from October 14, 2025, is expected to create significant financial burdens for Chinese shipping companies, potentially altering the global shipping landscape [1] Summary by Sections U.S. Port Fee Policy Details - The U.S. Customs and Border Protection (CBP) has outlined a complex and stringent fee structure for Chinese entities operating or owning vessels arriving at U.S. ports, with fees set at $50 per net ton for vessels and varying rates for container and roll-on/roll-off ships [3][4] - Payment responsibility lies entirely with the vessel operators, who must pay fees before entering U.S. ports, adding operational complexity and costs for Chinese shipping companies [4] Financial Impact on Chinese Shipping Companies - The implementation of the port fee policy is projected to impose an additional financial burden of up to $3.2 billion (approximately 22.78 billion RMB) on the top ten major container shipping companies by 2026, with China COSCO Shipping Group being the most affected [6] - China COSCO Shipping faces port fees of $2,121 (approximately 15,100 RMB) per TEU on U.S. routes, significantly higher than the $26 per TEU charged to Maersk, leading to an estimated total of $1.53 billion (approximately 10.89 billion RMB) in port fees for the company [6][7] Responses from Chinese Shipping Companies - Chinese shipping companies, including China COSCO Shipping and Orient Overseas, have expressed their commitment to maintaining service quality and adapting to the new market conditions despite the increased operational challenges posed by the new fees [8] - Both companies reaffirm their long-term commitment to the U.S. market and emphasize the importance of providing reliable logistics solutions [8] Chinese Government and Industry Support - In response to the U.S. policy, the Chinese government has enacted measures to protect its shipping interests, including amendments to the International Maritime Regulations to counter discriminatory practices [9][11] - The China Shipowners' Association has voiced strong support for these regulatory changes, emphasizing the importance of fair treatment in international shipping and the commitment of Chinese shipowners to uphold global trade stability [11]

日前，美国海关与边境保护局（CBP）正式发布CSMS #66427144号公告，宣布自10月14日起对中国船舶实施新的收费政策。针对中国拥有、运 营或建造的船舶设立三重收费标准，液化天然气（LNG）运输船为唯一豁免品类。 根据公告，收费分为三个附件类别：附件I规定中国实体拥有或运营的船舶按每净吨50美元收费；附件II明确中国建造的船舶按"每净吨18美 元"或"每卸货集装箱120美元"孰高原则计费；附件III对汽车运输船或滚装船按每净吨14美元收取费用。船舶运营方需在抵港前三个工作日通过 美国财政部Pay.gov平台完成缴费，未提供缴费凭证的船舶将被拒绝装卸作业或不予放行。 中国船舶工业行业协会与中国船东协会当日联合发表声明，指出美方措施基于虚假指控，严重违背WTO非歧视原则。中国国务院已于9月29日 修订《国际海运条例》，新增反制条款，明确对采取歧视性措施的国家可实施对等收费、港口限制等反制手段。 航运成本激增 10万吨级货轮单次靠港多付500万美元 据航运咨询机构Alphaliner测算，该政策将给全球前十大班轮公司带来每年32亿美元的额外成本。其中中远海运与OOCL合计承担15.3亿美元， 占比近五成；以 ...

Core Insights - Guangdong's highway traffic volume reached a new record of 10.535 million vehicles on October 7, surpassing the previous peak of 10.2911 million vehicles recorded on October 1, 2025 [1][3] Traffic Volume Summary - The traffic volume from cities in the Guangdong-Hong Kong-Macao Greater Bay Area accounted for over 75%, with approximately 8.0197 million vehicles, representing a year-on-year increase of 10.83% [3] - Specific bridge traffic volumes include: - Hong Kong-Zhuhai-Macao Bridge: approximately 24,200 vehicles, up 55.97% year-on-year [3] - Shenzhen-Zhongshan Bridge: approximately 172,600 vehicles, up 27.03% year-on-year [3] - Humen Bridge: approximately 150,800 vehicles, up 27.76% year-on-year [3] - Nansha Bridge: approximately 199,100 vehicles, up 12.74% year-on-year [3] Passenger Flow Summary - On October 7, the Qiongzhou Strait ferry service recorded a passenger throughput of 114,300 people and 17,100 vehicles [3] - Total inter-regional personnel flow in Guangdong reached 37.7789 million, with the following breakdown: - Railway passenger volume: 1.7304 million, down 2.78% year-on-year [3] - Road passenger volume: 35.6246 million, up 22.7% year-on-year [3] - Waterway passenger volume: 154,600, up 21.54% year-on-year [3] - Civil aviation passenger volume: 269,300, up 6.62% year-on-year [3] - Arriving passengers: 286,100, up 3.60% year-on-year [3] Traffic Management Measures - To address potential congestion and accident risks during peak return traffic, Guangdong's highways are utilizing technology to enhance traffic efficiency and emergency response capabilities [4] - Specific measures include the use of drones for aerial monitoring of traffic conditions, rapid congestion management, and quick intervention in minor accidents [4]

每经AI快讯，10月8日，港股中远海能(01138.HK)跌超4%，截至发稿，跌4.3%，报8.46港元，成交额 2983.9万港元。 ...

要知道，一艘20万吨级的散货船，单次停靠费用可能会达到1000万美元。 这可是要比当初美国所说的对中国货轮每艘征收100万至150万美元的进港费，整整又增加了十倍。 近段时间，事关中美博弈有了新的变化，因为美国宣布，从本月14日起，美国海关与边境保护局将会依 据，美国贸易代表办公室"301调查"框架，对中国拥有的、运营的或建造的船舶征收港口费用。 同时也会负责执行收费。 这已经不是普通征税这么简单了，而是直接瞄准中国航运命脉的"精准外科手术式打击"。 而且美国不仅是针对中国运营的船只，连中国建造的船只也会收，不止打击外贸，还想打击中国的造船 业。 简直就是岂有此理，让人无比生气，甚至是用了一招最下流、最无耻、最狠的招数。 那么很多人就要问了，这究竟有多狠？ 这直接将中国贸易成本拉升了15%。 可以视为直接加征了15%的关税。 这可不是简单的成本增加，而是成本爆炸。 但是 我们都知道，中国制造业的普遍利润可没有这么高。 ...

Core Insights - The Yangtze River Pilot Center has significantly improved its services since relocating its headquarters to Nanjing, achieving a 100% acceptance rate for pilot applications at Nanjing Port [1] - In the first eight months of this year, the center facilitated over 40,000 pilotage operations, with 4,298 of those at Nanjing Port, reflecting a year-on-year increase of 1.8% [1] - The center plays a crucial role in ensuring safe navigation for both foreign and domestic vessels, addressing safety concerns and regulatory requirements [1] Group 1 - The Yangtze River Pilot Center has implemented ten measures to enhance the efficiency of pilotage services, contributing to the development of Nanjing as a regional shipping logistics hub [1] - The center has established a safety assurance plan for vessels with drafts of 11.6 meters and 11.8 meters, enabling regular pilotage for these vessels into Nanjing Port [2] - The successful maiden voyage of the "Anji 24" vessel to Mexico marks a significant milestone for Nanjing's international shipping capabilities [2] Group 2 - The center has opened a "green channel" for container shipping, facilitating the first direct container route from Nanjing to St. Petersburg, Russia, with a 7.2% increase in foreign trade container voyages [2] - The center has supported the export of large port machinery and wind power project components, contributing to the "Belt and Road" initiative and enhancing Nanjing's role in international trade [3] - The launch of the Yangtze River Pilot Service App provides various services to shipping enterprises, improving operational efficiency and communication [3] Group 3 - Over the past year, the center has guided 65,000 vessels, with a total cargo volume of 530 million tons, marking a 3.4% and 7% increase respectively [3] - The center's presence in Nanjing has bolstered the port's capabilities and supported the development of major industrial projects, injecting new momentum into the regional shipping logistics center [3]

Market Overview - U.S. stock futures are higher, with Dow futures gaining approximately 100 points [1] Quantum Computing Inc. - Quantum Computing Inc. (NASDAQ:QUBT) raised $750 million from institutional investors through a market-priced private placement led by top shareholders [1] - Shares of Quantum Computing fell sharply by 11.7% to $21.70 in pre-market trading [1] Other Stocks in Pre-Market Trading - Rich Sparkle Holdings Ltd (NASDAQ:ANPA) dropped 15% to $22.10 after a 10% decline on Friday [3] - Nordic American Tankers Ltd (NYSE:NAT) decreased by 7.8% to $3.07 [3] - Smurfit WestRock PLC (NYSE:SW) fell 5.8% to $39.54 [3] - Mesoblast Ltd (NASDAQ:MESO) declined 5.2% to $17.45, despite an 8% gain on Friday following the announcement of Ryoncil receiving a J-Code from Medicare & Medicaid Services [3] - Invesco Mortgage Capital Inc (NYSE:IVR) decreased by 4.4% to $7.42 [3] - Inventiva ADR (NASDAQ:IVA) fell 4.2% to $6.26 after appointing Andrew Obenshain as CEO [3] - International Paper Co (NYSE:IP) dropped 4.2% to $45.21 ahead of its third-quarter earnings release on October 30 [3] - Lufax Holding Ltd – ADR (NYSE:LU) fell 3.7% to $3.85 after an 8% decline on Friday [3] - Larimar Therapeutics Inc (NASDAQ:LRMR) decreased by 3.3% to $4.71 after a 14% jump on Friday [3]

Core Viewpoint - Caravel Maritime Ventures Inc. has increased its stake in Pacific Basin Shipping (02343) by acquiring 5.411 million shares at a price of HKD 2.5179 per share, totaling approximately HKD 13.6244 million, resulting in a new holding of about 890 million shares, representing 17.04% ownership [1] Group 1 - Caravel Maritime Ventures Inc. purchased 5.411 million shares of Pacific Basin Shipping [1] - The acquisition price per share was HKD 2.5179 [1] - The total investment amount for this transaction was approximately HKD 13.6244 million [1] Group 2 - Following the transaction, Caravel Maritime Ventures Inc. holds approximately 890 million shares of Pacific Basin Shipping [1] - The new ownership percentage after the acquisition is 17.04% [1] Group 3 - The transaction involves other related parties, including Banga Harindarpal Singh, Banga Indra, and The Caravel Group Ltd. [1]