瑞银预计招商局港口上半年经常性净利润将同比增加6%，主要由于集装箱箱量的健康增长，以及国内 和海外港口收费同比增加3-4%。然而，考虑到有不正常项目，包括2.98亿港元金融资产/负债公允价值 变动净额，以及一家航运公司就其在去年上半年的多哥投资赔偿3.17亿人民币，该行认为公司上半年的 净利润将同比减少9%。 瑞银发布研报称，对招商局港口(00144)目标价由16.9港元上调至17.5港元，以反映货柜量较预期为佳， 上调2025至2027年纯利预测1至3%;及无风险利率假设下的加权平均资本成本下降。维持"买入"评级。 ...

瑞银预计招商局港口上半年经常性净利润将同比增加6%，主要由于集装箱箱量的健康增长，以及国内 和海外港口收费同比增加3-4%。然而，考虑到有不正常项目，包括2.98亿港元金融资产/负债公允价值 变动净额，以及一家航运公司就其在去年上半年的多哥投资赔偿3.17亿人民币，该行认为公司上半年的 净利润将同比减少9%。 智通财经APP获悉，瑞银发布研报称，对招商局港口(00144)目标价由16.9港元上调至17.5港元，以反映 货柜量较预期为佳，上调2025至2027年纯利预测1至3%;及无风险利率假设下的加权平均资本成本下 降。维持"买入"评级。 ...

瑞银对招商局港口目标价由16.9港元上调至17.5港元，以反映货柜量较预期为佳，上调2025至2027年纯 利预测1至3%，维持"买入"评级。 瑞银发表报告，预计招商局港口上半年经常性净利润将按年增加6%，主要由于集装箱箱量的健康增 长，以及国内和海外港口收费按年增加3-4%。然而，考虑到有不正常项目，包括2.98亿港元金融资产/ 负债公允价值变动净额，该行认为公司上半年的净利润将按年减少9%。 ...

7月23日至29日，广州市人大常委会主任王衍诗率广州市代表团访问瑙鲁、斐济。 访瑙期间，王衍诗一行拜访了瑙鲁总统戴维·阿迪昂、议长马库斯·斯蒂芬、外长莱因内尔·安格明，就深 化广州与瑙鲁在基础设施、医疗卫生、人文旅游等领域合作交换意见。双方表示将落实好两国元首达成 的重要共识，进一步密切人员往来，巩固拓展多领域合作，为中瑙关系持久稳定向前发展作出应有贡 献。其间，王衍诗还出席了广州市向瑙鲁少年儿童捐赠"友谊使者"爱心书包仪式，参访中国港湾公司援 建艾沃港码头项目、瑙鲁磷酸盐矿企业。 访斐期间，王衍诗与斐济总理府助理部长萨基乌萨·图布纳共同出席交接广汽新能源汽车仪式，拜访苏 瓦市政厅主席特维塔·博赛瓦卡，纪念两市结好10周年，围绕在经贸投资、基础设施、远洋渔业、文化 旅游等领域加强合作交换意见，并应邀介绍了全过程人民民主的广州实践。其间，王衍诗还出席了广州 推介会，向斐济政商及华侨华人介绍广州经济社会发展情况，推介合作发展机遇，并向斐济捐赠新能源 路灯；看望慰问广州远洋渔业公司基地员工，探访斐济华侨华人社团。 中国驻瑙鲁大使吕进、驻斐济大使周剑等参加有关活动。 相关附件 ...

截至3月31日，辽港股份股东户数22.93万，较上期减少0.82%；人均流通股0股，较上期增加0.00%。 2025年1月-3月，辽港股份实现营业收入25.27亿元，同比减少12.51%；归母净利润2.04亿元，同比减少 45.09%。 分红方面，辽港股份A股上市后累计派现53.42亿元。近三年，累计派现14.39亿元。 融资方面，辽港股份当日融资买入2327.57万元。当前融资余额2.46亿元，占流通市值的0.84%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，辽港股份7月29日融券偿还900.00股，融券卖出1.75万股，按当日收盘价计算，卖出金额2.73 万元；融券余量200.49万股，融券余额312.76万元，超过近一年60%分位水平，处于较高位。 资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业 ...

资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期2019年1月21日，公司主营业务涉及集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套 服务、物流及港口增值服务、港口配套服务、金融服务等。主营业务收入构成为：装卸及相关业务 51.90%，物流及港口增值服务39.97%，港口配套服务-销售油、电及其他5.01%，港口配套服务-租金收 入2.09%，港口配套服务-工程等劳务1.03%。 截至3月31日，青岛港股东户数3.12万，较上期增加2.72%；人均流通股0股，较上期增加0.00%。2025年 1月-3月，青岛港实现营业收入48.07亿元，同比增长8.51%；归母净利润14.02亿元，同比增长6.51%。 融资方面，青岛港当日融资买入1069.44万元。当前融资余额8375.57万元，占流通市值的0.18%，融资 余额低于近一年40%分位水平，处于较低位。 融券方面，青岛港7月29日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.00万股，融券余额8.77万元，低于近一年30%分位水平，处于低位。 来 ...

Group 1 - The latest stock price of Guangzhou Port is 3.37 yuan, with an increase of 0.01 yuan, representing a rise of 0.30% compared to the previous trading day. The trading volume was 198,384 hands, with a transaction amount of 0.66 billion yuan and a fluctuation of 1.49% [1] - In 2024, the company's revenue composition is as follows: 50.05% from loading and related services, 27.27% from trading, and 20.24% from logistics and port auxiliary services [1] - In the first quarter of 2025, the company achieved a revenue of 34.17 billion yuan and a net profit attributable to shareholders of 2.62 billion yuan [1] Group 2 - On July 29, the company announced that director Song Xiaoming resigned from his position due to work changes, effective upon delivery to the board. His original term was set to end on May 17, 2026. The company stated that this personnel change would not affect the normal operation of the board and daily operations [1] - On July 29, the main funds of Guangzhou Port experienced a net outflow of 489,300 yuan [2]

Group 1 - Guangzhou Port maintains the highest domestic container throughput in China and experiences double-digit growth in foreign trade, with foreign trade cargo throughput increasing by 13.28% and foreign trade container throughput rising by 21.20% year-on-year [1] - In the first half of 2025, Guangzhou Port achieved a total cargo throughput of 343 million tons, a year-on-year increase of 2.71%, and a container throughput of 13.82 million TEUs, up by 7.57%, ranking fifth and sixth globally respectively [1] - The port's international shipping center index has improved to 12th globally, surpassing Tokyo, marking a rise of one position compared to 2024 [1] Group 2 - The transformation of Guangzhou Port from a domestic trade hub to a comprehensive domestic and foreign trade hub is highlighted, indicating a significant historical shift [2] - The port's foreign trade business has seen substantial growth, with a total import and export value reaching 605.05 billion yuan in the first half of the year, marking a 15.5% year-on-year increase [3] - The port's performance contributes 13.1% to national foreign trade growth and 46.7% to Guangdong's foreign trade growth [3] Group 3 - Guangzhou Port has extended its "outbound" function into the industrial hinterland, establishing an "invisible port network" through sea-rail and river-sea intermodal transport [4] - The port has increased its foreign trade routes, adding seven new foreign trade routes in the first half of the year, bringing the total to 285, with 179 being foreign trade routes [4] - This strategic expansion positions Guangzhou Port as one of the ports with the most "Belt and Road" routes [4] Group 4 - The port's dual focus on domestic and foreign trade is expected to enhance its hub advantages and open up a "second growth curve" for the region [5]

Core Viewpoint - The first integrated demonstration project for green hydrogen production, storage, and utilization at a port in China has been launched at the Weifang Port area of Shandong Port, supporting the development of a leading smart green port and providing a replicable technical path for energy transition in national ports [1] Group 1: Project Overview - The project utilizes four 6.7MW wind power units to establish a hydrogen refueling station with a capacity of 500kg/12h and an electrolytic water hydrogen production station with a capacity of 200Nm3/h [1] - The hydrogen refueling station can store 300kg of compressed hydrogen daily, meeting the hydrogen demand of 10 hydrogen fuel cell heavy trucks in the port area [1] - The hydrogen production station is equipped with electrolyzers and purification devices, producing 90 tons of green hydrogen annually [1] Group 2: Energy Efficiency and Cost Reduction - The project converts "abandoned electricity" from wind power into hydrogen energy, consuming 5 million kWh of green electricity annually, which effectively reduces the electricity cost for hydrogen production by over 1.65 million yuan [1] - The Bohai Bay Port is actively promoting the Weifang Port experience to advance green transformation across multiple ports [1] Group 3: Future Development - The port aims to deepen the integration of port and energy, constructing a replicable transformation model for future developments [1]

人民财讯7月29日电，据海关总署官网消息，7月26日，一批外籍旅客搭乘深圳蛇口来往港澳高速客船抵 达蛇口邮轮母港后，无需办理传统出入境手续，直接通过国际中转区免签换乘，快速登上"招商伊敦"号 邮轮，开启前往越南的邮轮之旅。这标志着我国首个海港口岸旅客国际中转区正式启用，蛇口邮轮母港 也成为国内首个具有国际中转功能的海港客运口岸。 ...