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通讯员 邹常焜 齐鲁晚报·齐鲁壹点 于洋 为促成这批货物落地，烟台港、物流集团营销团队综合考量采购商、供应商多方交叉需求，根据船舶舱 容设计了"一港直装、拼船出海"的作业模式。来自山东、河北、东北等地的粉煤灰、机械设备通过汽运 集港，再拼船出海，沿"中非双向物流黄金大通道"发往安哥拉，可有效提升舱容利用率20%，为客户压 降30%的综合物流成本。 船舶到港前，烟台港龙口港公司积极对接海关、海事及边防等口岸单位，做到即靠即卸即装，最大程度 压缩船舶在港停时，提高作业效率，共同打造一流的港口营商服务环境。装船期间，公司一线作业单位 科学统筹生产要素，根据船舶到港时间和靠泊位置提前将货物堆放在码头前沿，最大化压减二次倒搬 量。发挥多方联合配载和工属具全系配套优势，克服风大、船期紧、货量大、设备型号复杂等现实困 难，在确保安全生产的前提下，最大化提升装船效率和舱容利用率，"多、快、好、省"的装货品质得到 货主、船方一致好评。 从山东港口烟台港获悉，近日，一批1.5万吨的粉煤灰抵达山东港口烟台港进行装船作业发往非洲安哥 拉，标志着烟台港携手物流集团发挥"高效港口+卓越物流"服务优势，成功完成首船粉煤灰发运，进一 步丰富 ...

靖江市委书记申强提出，靖江要加快提升城市能级，积极抓住上海国际科创中心扩围等机遇，推动打造 长三角都市圈的项目优选地、成果转化地；要全方位助力企业增资扩产，充分发挥靖江制造业优势和人 才优势，找准产业发展新赛道、价值创造新空间；要打造更有影响力的高技术装备出海基地，把港口资 源优势转化为企业增资扩产优势。 本报讯(记者顾介铸)2月25日，靖江市围绕重大项目招引、企业增资扩产、产业跃升发展召开会议，动 员全市上下扎实推动新型工业化，加快构建以实体经济为支撑的现代优势产业体系。会上，有20个深度 契合靖江产业链群体系的"开门红"项目签约，覆盖港口物流、机械制造、泛半导体及装备、合成生物等 多个重点产业领域，为靖江产业跃升注入强劲动能。 会上，靖江市商务、工信、科技、发展改革等部门发布"政策大礼包"，相关园区和国企拿出了项目服务 和要素支撑菜单。该市还进一步整合部门服务，形成了人工智能发展方案及"产创融合、产才汇聚"双十 条政策等。 ...

没有传统港口人声鼎沸、机器轰鸣的热闹场景，取而代之的是静谧有序的智能化作业画面……走进山东能源集团兖矿东平陆港码头装船作业区，半弧式 自装船设备平稳运转，煤炭从料仓精准输送至船舱，全程"上面落、下面取，运煤不见煤"，设备协同高效、互不干扰，仅需一两名码头管理员现场值守巡 查，便能完成整船装载作业。 整装待发的运煤船。骆玉文 摄 作为山东省智慧化领先的综合性单体内河港口，春节前夕，东平陆港紧盯春节民生用电、企业生产用煤刚需，提前谋划、精准调度，全面优化公铁水多 式联运组织，全力打通"西煤东输、北煤南运"关键通道。春节假期（2月15日—22日），港口计划完成煤炭集港约7万吨，货源全部来自山西、陕西等煤炭主 产区；同步制定疏港计划约10万吨，实行汽运、船运双向高效分流。汽运专线直达山东东平、济宁、宁阳等地，保障周边民生与工业用煤即时供应；船运依 托京杭运河黄金水道，批量发往江苏淮安、徐州等沿线城市，高峰时段，三台装船机同步联动作业，港口单日最大装船量可达4万余吨，高效作业能力尽显 内河枢纽实力，实现能源运输全天候、不间断、高效率。 "节前港口已完成核心设备全面检修，同时强化运输车辆协同调度，与上下游企业、运输单位紧 ...

此次作业是对首衡码头外轮通航保障能力、大件装卸组织水平、口岸通关协同效率以及多部门联合实战能力的一次全面检验。整体作业过 程组织有序、协同有力、安全平稳，为后续常态化国际通航和外贸货物集散奠定了坚实基础。 新春启新程，港口通全球。作为首衡集团布局大宗商品、冷链物流与跨境贸易的重要战略节点，港口项目承载着助推区域高水平开放、促 进国内国际市场高效链接的重要使命。港口公司将以此次首航为新起点，持续优化运营管理，提升口岸服务能级，拓展国际航线网络，加 快打造环渤海地区重要的跨境贸易物流枢纽，为地方经济高质量发展注入更强劲的港航动能，为推动优质产品高效出海、畅通国内国际双 循环贡献更多首衡力量。（来源：首衡集团） 首衡码头外贸货轮装卸作业现场（首衡集团供图） 2月19日，"天禧"轮顺利靠泊至指定泊位并启动装卸任务，这是首衡码头对外开放后承接的首单国际业务。从对外开放批复获得到首艘外 轮顺利靠泊，仅用时不到20天，跑出了口岸开放与运营实践的"首衡速度"。为确保本次作业顺利实施，港口公司提前谋划、周密组织，积 极对接海关、海事、边检、引航等口岸单位，全力保障船舶靠泊及通关服务。同时，迅速召集生产、库场、设备、市场等相关业 ...

能力越大，责任就越大，这是经济大省的显著特点。 2025年全国两会上，习近平总书记强调，经济大省要挑大梁，并深刻阐明经济大省挑大梁必须把 握好的着力点。 一年来，各经济大省牢记习近平总书记的殷切嘱托，迎难而上、奋楫笃行，在全国发展大局中打 头阵、勇争先、走在前、作示范。2025年，广东、江苏、山东等经济总量排名前十省份，以占全 国近两成的面积，贡献全国超六成的国内生产总值，以推进高质量发展的扎实行动和实际成效挑 起"大梁之责"。 在推动科技创新和产业创新融合上打头阵 深入践行习近平总书记的殷殷嘱托，江苏加快布局建设创新联合体，实施科技重大专项和前沿技 术研发计划，深入推进制造业"智改数转网联"，为推动科技创新和产业创新融合探索示范。2025 年，江苏区域创新能力位居全国第二，制造业高质量发展指数保持全国首位。 这几天，江苏省产业技术研究院院长刘庆忙着走访多家高校院所，聚焦大纤维行业重点技术需 求，探索研究机构与企业联合攻关新模式。 "在推动科技创新和产业创新融合上打头阵"，去年全国两会上，习近平总书记在参加江苏代表团 审议时作出明确要求，指引经济大省向"新"而行。 "产研院已和数百家细分领域龙头企业建设了联合 ...

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1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The high - frequency data during the 2026 Spring Festival shows that the "quantity" of travel and tourism consumption continued to recover, but the price recovery lagged; the logistics was differentiated, with strong foreign trade resilience and weak production and consumption logistics; the volume of hotels and scenic spots increased while the price decreased, and the box office was weak; the real - estate market continued to be under pressure, with weak transactions in both new and second - hand housing. With the price increase in the second half of last year and the carry - over effect, it is highly likely that the subsequent fundamentals will shift from "trading price for volume" to "trading volume for price". Currently in a low - interest - rate environment in China, minor fundamental changes have limited impact on the bond market, and the view of a volatile bond market is maintained. The short - end of the bond market depends on the central bank, and the carry - trade strategy may continue. The long - end, especially the 30 - year treasury bond, needs to focus on fiscal efforts and the bank's carrying capacity. In the medium - term, the inflation theme should be monitored [1][4][7][77]. 3. Summary by Relevant Catalogs 3.1. Travel: Long holidays release travel demand, and self - driving travel is popular - The demand for family visits and tourism during the Spring Festival was continuously released, and the overall passenger volume remained high. As of the sixth day of the first lunar month, during the first 21 days of the Spring Festival travel rush, the overall passenger volume increased by 6.0% year - on - year. Among different transportation modes, the waterway had the highest growth rate, with railway, civil aviation, highway, and waterway passenger volumes increasing by 5.3%, 5.5%, 6.0%, and 23.1% respectively [10]. - The cross - regional population flow during the Spring Festival travel rush in 2026 reached a new high in recent years, with a significant increase in travel willingness. The peak occurred on the sixth day of the first lunar month, with a 12.3% increase compared to 2025, a 20.6% increase compared to 2024, and a 46.9% increase compared to 2019 [10]. - There was an obvious characteristic of off - peak travel before the festival. The growth compared to 2025 was mainly concentrated in the post - festival peak, while the improvement compared to 2024 started from the 24th day of the twelfth lunar month. The growth compared to 2019 was throughout the whole period, indicating that the long holiday catalyzed the release of residents' travel demand [11]. - The travel choices during the Spring Festival travel rush in 2026 were dominated by self - driving, reflecting residents' preference for short - distance travel. The proportion of non - commercial highway (mainly private cars) flow reached 81.6%, a 11.9 - percentage - point increase compared to 2019 [18]. - The domestic flight volume, passenger volume, and occupancy rate remained prosperous, but the price recovery was weak, and the pattern of "trading price for volume" was difficult to reverse in the short term. The domestic flight volume increased by 4.0% year - on - year, the passenger volume increased by 6.5%, the occupancy rate increased by 1.2%, and the domestic oil - included ticket price decreased by 1.5% [22]. 3.2. Logistics: Foreign trade shows resilience, while production and consumption logistics weaken in advance - The national logistics near the Spring Festival in 2026 showed a pattern of "strong foreign - trade resilience, high - then - low production logistics, and early - weakening consumption logistics". The container throughput maintained a year - on - year positive growth of 9.3% - 12.2% in the four weeks before the festival, but the growth rate of the monitored port cargo throughput fluctuated and declined [34]. - The production logistics was high in the early stage and low in the later stage. The national highway truck traffic volume increased by 4.3% and 2.6% year - on - year in the four and three weeks before the festival respectively, but the growth rate slowed down and turned negative in the last two weeks before the festival, indicating a rapid contraction of production logistics near the holiday [34]. - The consumption logistics contracted in advance. The postal express collection volume declined from 9.2% four weeks before the festival to 0.5% one week before the festival, and the delivery volume declined from 7.9% to 1.4%, suggesting that the peak of New Year goods delivery was earlier than last year [34]. - The railway transportation was stable, and civil aviation continued to grow. The national railway freight volume fluctuated slightly around zero, and the civil aviation flight volume maintained a positive growth of 4.8% - 6.0% [34]. 3.3. Tourism Consumption: Hotels and Scenic Spots See Volume Increase but Price Decrease, and the Box Office is Weak - The hotel occupancy rate increased, but the price was under pressure. The occupancy rate of the overall sample of Chinese mainland hotels increased from 54.7% five weeks before the festival to 64.0% one week before the festival, a year - on - year increase of 11.7%. However, the revenue per available room (RevPAR) and the average daily rate (ADR) decreased compared to last year [40]. - The scenic spots' business improved. The number of tourists in many provincial - level key - monitored scenic spots increased significantly, and the revenue of some popular scenic spots also increased substantially. For example, the revenue of Zhangjiajie Huanglongdong increased by 79% [42][45]. - Hainan's tourism consumption recovered strongly, with both volume and price increasing. The number of passengers at Haikou Meilan Airport increased day by day, and the off - island duty - free shopping also rebounded significantly. From February 15 - 19, the shopping amount, number of people, and per - capita consumption were 13.8 billion yuan, 17.7 million person - times, and 7,797 yuan respectively, with year - on - year increases of 19%, 24.6%, and - 4.5% [45]. - The Spring Festival movie market had a weak performance in both volume and price. The 7 - day cumulative box office from New Year's Eve to the sixth day of the first lunar month was 5.09 billion yuan, with a recovery rate of only 86% compared to 2019, and the average ticket price decreased by 5% year - on - year [47]. 3.4. Real Estate: Both New and Second - hand Housing Transactions are Weak, and the Volume and Price in First - tier Cities are Declining - The new - housing market had a significant decline in transaction volume. The transaction area of commercial housing in 30 large and medium - sized cities in the two months before the Spring Festival in 2026 was significantly lower than the same period in the past five years. In the first week before the festival, it was only 1.102 million square meters, a year - on - year decrease of 36.6%, and during the Spring Festival week, it was 83,000 square meters, a year - on - year decrease of 20.4% [61]. - The second - hand housing market was weak in both volume and price. The 7 - day moving average (7DMA) of the second - hand housing transaction area in 12 cities was only 247,200 square meters in the first week before the Spring Festival, a year - on - year decrease of 15.3%. The national second - hand housing listing price index continued to decline, with a 7.0% year - on - year decrease in the first week before the festival [61]. - The land market was also sluggish. The premium rate of land transactions in 100 large and medium - sized cities was 2.42% in the first week before the festival, significantly lower than 9.86% in the same period last year [62]. 3.5. How will the Bond Market Price the Spring Festival Holiday Data? - The real - estate market is still in a downward pressure channel, with weak sales volume and price, especially in some first - tier cities where housing prices may decline at an accelerated pace. The consumer data shows a rapid recovery in volume but pressure on prices, continuing the "trading price for volume" trend. With the price increase in the second half of last year and the carry - over effect, it is likely that the fundamentals will shift from "trading price for volume" to "trading volume for price" [77]. - In the current low - interest - rate environment in China, minor fundamental changes have limited impact on the bond market. The view of a volatile bond market is maintained. The short - end of the bond market depends on the central bank, and the carry - trade strategy may continue. The long - end, especially the 30 - year treasury bond, needs to focus on fiscal efforts and the bank's carrying capacity. In the medium - term, the inflation theme should be monitored [77].

□四川日报全媒体记者 文露敏 讨论持续了半个小时，问题解决。"安装要求高、交付时间紧，必须争分夺秒。"廖玉华告诉记 者。比如在总装环节，总高70米、整套总重约3500吨的钻机，要保证天车、转盘、井口中心"三点 一线"，偏差不超过20毫米。 在结构件车间，土耳其客户的1500马力钻机也正加速拼装。"客户有紧急需求，上一台钻机刚交付 便追加了订单。"去年底，东方宏华项目管理中心主任张清刚上任，就为这台钻机连熬了两个晚 上。目前距钻机交付时间只有短短4个月，项目团队连续两个晚上紧急开会、统筹协调，第三天， 所有生产计划全部下达。 "上半年订单已排得很满，还在不断插单，春节后又是传统旺季，一波新订单正在路上。"张清 说，如何更好更快地向客户交付产品，是一种"甜蜜的烦恼"，也是公司上下努力奋斗的目标。 企业转型走在前面 驾车行驶在德阳广汉市的中山大道上，远远就看到几座"钢铁巨人"——数十米高的石油钻机马力 惊人，甚至能吊起满载的波音747客机。这里没有油田，而是东方电气集团所属宏华集团（下称东 方宏华）的生产制造基地。 今年以来，东方宏华多个钻机项目取得关键进展：发往土耳其的1500马力钻机提前13天整体交 付，客户随 ...