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广州国际航行船舶保税供油联网信息平台上线
Nan Fang Ri Bao Wang Luo Ban· 2025-09-15 07:44
广州国际航行船舶保税供油联网信息平台建设暨首批功能上线发布活动近日在南沙弘达仓储举行。该平 台在南沙率先启动建设并成功上线首批功能,标志着南沙国际航行船舶保税加油业务正式进入线上化发 展的新阶段。 平台承建方广州电子口岸管理有限公司介绍,该平台依托广州"单一窗口"整合港口运营、船舶调度、油 品交易等多维度数据资源,打破海关、港口、企业间的信息壁垒,建立统一数据交换标准,实现保税供 油业务全流程线上办理,从而大幅提升业务整体运营效率,为企业降本增效。 据了解,该平台构建业务流程图可视化机制,将供油计划、供油申请、出库申请、供船申请、供船核 销、出库核销、报关、结关8个业务环节的顺序与逻辑关系,以直观图表形式呈现。企业可实时查询、 追踪业务办理进度,监管部门也能同步监控各环节数据流转,实现关企信息对称与业务协同推进,优化 资源调度。 南沙区商务局相关负责人表示,该平台上线后,南沙将联合海关等有关部门,以信息化手段推动保税供 油集成创新,研究推进"一船多供叠加余油转供""两仓功能叠加混兑仓"等改革举措,进一步增强国际航 运综合服务能力,打造广州国际航运枢纽核心承载区。同时,协同口岸联检部门推动保税供油业务监管 优化 ...
天津和平:“内涵式发展”模式见效 上半年经济增速领跑
Zhong Guo Xin Wen Wang· 2025-09-11 21:24
中新网天津9月11日电 (记者孙玲玲)11日,天津市政府新闻办举行高质量完成"十四五"规划系列主题新 闻发布会——和平区专场。天津市和平区委书记姚建军在发布会上介绍了和平区高质量完成"十四五"规 划,坚定不移走内涵式发展路子的有关情况,并回答记者提问。 11日,天津市政府新闻办举行高质量完成"十四五"规划系列主题新闻发布会——和平区专场。记者孙玲 玲摄 作为空间有限的中心城区,天津市和平区坚持把现代服务业作为"立区之本",以构建"3255"现代都市型 产业体系为抓手,推动生产性服务业向高价值延伸,生活性服务业向高品质升级,促进经济能级持续跃 升。"十四五"以来,逐步形成万亿金融、千亿商贸,以及人力资源、科技信息、航运服务等三个百亿级 产业的产业集群,高质量发展绩效考核始终位列全市优秀等次,居民人均可支配收入突破7.2万元。今 年上半年,地区生产总值增长6.5%,增速全市第一。 在创新发展方面,天津市和平区坚持"向新前行",让内涵式发展的动力更足。为进一步发展数字生产 力、智能生产力、绿色生产力,打造的天津市人工智能垂类大模型创新社区,今年8月正式开园以来, 落户企业入驻率已超75%,涵盖医疗、教育、金融、法律 ...
政策红利持续释放 多地加码布局——十万亿海洋经济驶向高质量发展“蓝海”
Xin Hua Wang· 2025-08-12 05:44
Core Insights - The marine economy in China has surpassed 10 trillion yuan in annual output, indicating a new round of policy benefits aimed at promoting high-quality development in this sector [1][2] Policy Support and Development Goals - The Central Financial Committee emphasized the need for innovation-driven development, efficient collaboration, and industry upgrades in the marine economy [1] - The government aims to enhance top-level design and increase policy support to encourage social capital participation in marine economic development [1][2] - The 2024 marine economy statistics show a strong growth trend, with a total economic output of 10.5438 trillion yuan, a 5.9% increase from the previous year, accounting for 7.8% of the national GDP [2] Regional Initiatives - Coastal regions are accelerating their marine economic layouts, with Shanghai planning to enhance its marine production value and innovation capabilities by 2030 [3] - The "3+5+X" marine industry system proposed by Shanghai includes three leading industries and five emerging industries, aiming for a world-class modern marine industry [3] - Other provinces like Jiangsu, Zhejiang, Guangdong, and Shandong are also actively developing their marine economies, with specific plans and investment targets [4][5] Future Outlook - The marine economy is entering a critical phase of high-quality development, with a focus on fostering new productive forces and building a modern marine industry system [5] - The industry is expected to play a significant role in China's modernization and economic growth, supported by favorable policies and technological advancements [5]
上海自贸试验区闯出哪些新路?
Sou Hu Cai Jing· 2025-08-07 05:41
Core Viewpoint - The Shanghai Free Trade Zone (FTZ) continues to play a pioneering role in deepening the alignment with international high-standard economic and trade rules, exploring a "deep water zone" for institutional opening [2][16]. Group 1: Establishment of the Shanghai International Reinsurance Registration Trading Center - The Shanghai International Reinsurance Registration Trading Center, launched in June 2023, is China's first national-level reinsurance trading platform, marking a significant achievement in the institutional opening of the reinsurance industry [2][3]. - The establishment of the center reflects the broader institutional innovation and expansion of openness within the Shanghai FTZ, with 80 pilot measures already implemented [3]. Group 2: Data Cross-Border Flow and Compliance - The Shanghai FTZ has prioritized the implementation of high-standard digital trade rules, focusing on data cross-border flow, sharing, and governance, which are crucial for the development of China's digital economy [4]. - A negative list for data exit management was released in February 2024, providing compliance guidance for enterprises in finance, shipping, and commerce, covering 84 data items across six scenarios [4][5]. - The combination of a negative list and scenario-based guidelines has created an effective data exit compliance mechanism, reducing compliance costs and improving efficiency for enterprises [5]. Group 3: International Data Cooperation and Innovation - The Lingang New Area is actively promoting the construction of international data centers and developing new business models focused on data processing and governance services [7]. - The Shanghai Data Exchange is working to establish itself as a key hub for global data element allocation, facilitating cross-border data flow and cooperation between domestic and international enterprises [8]. Group 4: Financial Services Expansion - The Shanghai FTZ aims to accelerate the opening of financial services, addressing the challenges faced by the reinsurance market, which has historically been small and underdeveloped [9]. - The Shanghai International Reinsurance Registration Trading Center is set to enhance the efficiency of reinsurance transactions by standardizing documentation and utilizing blockchain technology [10][11]. Group 5: Trade Facilitation and Growth - The implementation of the "direct release" regulatory model in the Yangshan Special Comprehensive Bonded Zone has significantly improved customs clearance efficiency, leading to a substantial increase in automobile roll-on/roll-off transport volumes [13][14]. - The total import and export value of the Shanghai FTZ exceeded 1.1 trillion yuan in the first half of the year, accounting for a quarter of the total FTZ import and export value in the country [15].
城记 | 挺进“深蓝”,哪些城市在领跑中国海洋经济
Xin Hua Cai Jing· 2025-07-24 07:34
Core Insights - A new wave of marine economic development is gaining momentum in China, with local governments taking the lead and central authorities providing direction [1][2] Group 1: Marine Economic Policies and Developments - Shandong initiated the "Modern Marine Industry Action Plan (2024-2025)" in June 2022, followed by Guangdong and Shanghai's respective regulations and plans in June 2023 [1] - The Central Financial Committee's sixth meeting in July 2023 further clarified the direction for high-quality marine economic development [1] Group 2: Shanghai's Marine Economic Performance - Shanghai's marine GDP reached 10,372 billion yuan in 2019, accounting for 27.2% of the city's total GDP and 11.6% of the national marine GDP, making it the only city in China with a marine economy exceeding 10 trillion yuan [2] - By 2024, Shanghai's marine GDP is projected to rise to 11,387 billion yuan [2] Group 3: Competitive Positioning - Shanghai ranks first in marine economic development in China and is among the top three globally, according to various reports [3] - The city is recognized as a global marine center, ranking fourth in the world, following Singapore, Rotterdam, and London [3] Group 4: Research and Innovation Capacity - Shanghai boasts 12 research institutes, 13 marine-related universities, and over 20 municipal innovation platforms, along with significant corporate players in the marine sector [4] - The city is focusing on developing world-class industrial clusters in shipbuilding and marine engineering [4] Group 5: Economic Hinterland and Influence - Shanghai's economic hinterland, supported by the Yangtze River Economic Belt, provides a rich application scenario for marine economic development [5] - The Yangtze River Economic Belt's GDP reached 630,228 billion yuan in 2024, accounting for 47% of the national total [5] Group 6: Challenges and Opportunities in Other Cities - Other coastal cities like Tianjin and Qingdao are striving to enhance their marine economic capabilities but face challenges in innovation and technology transfer [6][7] - Qingdao aims to elevate its marine economic strength to second place nationally by 2025, while Shenzhen is also competing for this position [7] Group 7: Future Directions in Marine Industries - The marine fishery sector in China remains robust, with opportunities for digital marketing integration and high-value utilization of marine resources [8] - Shanghai is positioned to optimize its marine fishery industry chain and establish a global cold chain logistics center for aquatic products [8]
中国船级社船检业务落户上海,上海国际航运中心建设持续发力
Xin Hua Cai Jing· 2025-07-23 06:40
Core Viewpoint - The China Classification Society (CCS) has established its international ship inspection business operations in Shanghai, which is expected to enhance the quality development of Shanghai's shipping industry and strengthen CCS's technical capabilities and international influence [1][2]. Group 1: CCS Operations and Strategy - CCS has transitioned its decision-making team from Beijing to Shanghai, marking a significant transformation focused on customer-centric service rather than merely relocating functions [1]. - The restructuring of CCS's inspection departments aims to create a one-stop service platform in Shanghai, improving responsiveness to market demands and enhancing local collaboration [1][2]. Group 2: Shanghai's Position in Global Shipping - Shanghai ranks third among international shipping centers, following Singapore and London, with a narrowing gap in scores over the past six years [2]. - Shanghai Port has become the world's first port to exceed 50 million TEUs in container throughput, maintaining its status as the busiest container port globally for fifteen consecutive years [2]. Group 3: Future Developments and Innovations - CCS plans to establish an International Maritime Technology Standards Innovation Center and an International Shipping Technology Exchange Center in Shanghai to foster technological innovation in the shipping sector [3]. - The shipping industry is undergoing a green and low-carbon transformation, and CCS is aligning its services with international standards to promote specialized, intelligent, and internationalized ship inspection services [3].
中远海运国际(00517.HK):主业受益船舶更新周期 高派息率构筑护城河
Ge Long Hui· 2025-07-11 02:58
Core Viewpoint - The company is strategically positioned in the shipping industry, benefiting from both cyclical and stable revenue streams, with a focus on enhancing profitability through various business segments and maintaining high cash reserves for financial stability [1][2][3]. Group 1: Business Segments - The company operates in the shipping service industry, including paint production, ship trading agency, insurance consulting, and supply of ship equipment and parts [1]. - The paint business is expected to see continuous profit growth due to increased shipbuilding volumes and reduced raw material costs from lower oil prices [1]. - The insurance and agency businesses provide stable earnings, benefiting from the shipbuilding renewal cycle and increased global shipping rates [1]. - The ship equipment and parts business has shown consistent growth in scale and stable profit margins due to rising ship delivery volumes [1]. Group 2: Financial Performance - The company maintains a cash reserve of approximately HKD 6 billion, with financial income primarily from bank deposit interest, which has increased from HKD 0.05 billion in 2021 to HKD 0.27 billion in 2024, accounting for 38% of annual net profit [2]. - The company has a high dividend payout ratio, maintaining around 100% from 2020 to 2024, indicating strong cash flow and commitment to shareholder returns, with a projected dividend yield of about 9% in 2025 [2]. Group 3: Strategic Initiatives - The company is proactively investing in green methanol to capture opportunities in the shipping industry's transition to alternative fuels, with a joint venture established to focus on biomass-coupled green methanol production, expected to start production in 2026 with a capacity of 200,000 tons per year [2]. - The company is rated "Buy" with projected net profits of HKD 740 million, HKD 760 million, and HKD 800 million for 2025-2027, corresponding to PE ratios of 11, 11, and 10 times, respectively [3]. - The absolute valuation using FCFF suggests a reasonable market value of HKD 10.7 billion, indicating a potential upside of 29% [3].
申万宏源证券晨会报告-20250711
Shenwan Hongyuan Securities· 2025-07-11 00:43
Group 1: Stablecoin Compliance and Payment Infrastructure - The development of compliant stablecoins in Hong Kong is strategically significant, with a focus on monitoring license applications and issuance progress [2][11] - Key beneficiaries of this trend include securities IT service providers, licensed stablecoin institutions, cross-border payment companies, and Web3.0 technology service providers [2][11] - The stablecoin market is expected to grow rapidly, potentially reaching a size of $2-3.7 trillion within 3-5 years [11] Group 2: HaiXing Electric (603556) Overview - HaiXing Electric has a strong international presence, with a complete industrial chain and sales channels established overseas, contributing to its revenue growth [2][10] - The company’s smart electric products and systems accounted for 76.07% of its revenue, with a total revenue of 4.717 billion yuan and a net profit of 1.002 billion yuan, reflecting year-on-year growth of 12.30% and 2.00% respectively [10][12] - The global smart meter market is projected to grow from 162 million units in 2024 to 236 million units by 2029, with a compound annual growth rate of 7.81% [12][13] Group 3: Alibaba (BABA) FY1Q26 Forecast - Alibaba is expected to generate revenue of 249.2 billion yuan in FY1Q26, representing a year-on-year growth of 2.4%, while the Non-GAAP net profit is projected to decline by 11% to 36 billion yuan [3][12] - The company is focusing on enhancing its instant retail capabilities and leveraging AI to drive cloud intelligence [3][12] - The overall valuation target for Alibaba is set at $138 per share, indicating a potential upside of 33% [3][12] Group 4: Shipping Industry Insights - China Shipbuilding (600150) anticipates a significant increase in net profit for H1 2025, estimated between 2.8 billion to 3.1 billion yuan, reflecting a year-on-year increase of 98%-119% [19] - The company is benefiting from high-value orders and a stable ship price environment, with a projected increase in new ship orders [19] - The merger with China State Shipbuilding Corporation is expected to enhance production capacity significantly, potentially reaching 33% of global capacity [19] Group 5: Photovoltaic Industry Analysis - The price of polysilicon has surged, with N-type dense material quoted at 44,500 yuan per ton, reflecting a 0.55% increase [22] - The photovoltaic industry is expected to benefit from rising prices, particularly in the export market, which may offset domestic demand declines [22] - Investment recommendations include companies involved in polysilicon production and those with independent alpha opportunities in the photovoltaic sector [22]
中远海运国际(00517):主业受益船舶更新周期,高派息率构筑护城河
Shenwan Hongyuan Securities· 2025-07-10 08:23
Investment Rating - The report initiates coverage with a "Buy" rating for the company [2][7]. Core Views - The company benefits from the shipbuilding cycle and maintains a high dividend payout ratio, which creates a competitive moat [6][7]. - The core business is well-positioned within the shipping industry, with significant contributions from the paint business and stable financial returns from cash reserves [6][7]. Financial Data and Profit Forecast - Revenue projections for 2023 to 2027 are as follows: 3,342 million HKD in 2023, 3,627 million HKD in 2024, 3,333 million HKD in 2025, 3,461 million HKD in 2026, and 3,632 million HKD in 2027, with growth rates of -16%, 9%, -8%, 4%, and 5% respectively [5]. - Net profit attributable to shareholders is forecasted to be 594 million HKD in 2023, 709 million HKD in 2024, 741 million HKD in 2025, 762 million HKD in 2026, and 802 million HKD in 2027, with growth rates of 71%, 19%, 4%, 3%, and 5% respectively [5]. - Earnings per share are expected to increase from 0.40 HKD in 2023 to 0.55 HKD in 2027 [5]. Business Overview - The company is part of the COSCO Shipping Group and operates across the shipping service industry, including paint production, ship trading agency, insurance consulting, and supply of ship equipment and parts [6][19]. - The paint business is expected to see revenue and cost improvements, contributing positively to overall performance [6][31]. - The insurance and agency businesses are stable revenue sources, benefiting from the shipbuilding renewal cycle [6][42]. Strategic Initiatives - The company is proactively entering the green methanol market, aligning with global shipping decarbonization trends [6][67]. - A joint venture for green methanol production is expected to commence operations in 2026, with an annual capacity of 200,000 tons [6][67]. Dividend Policy - The company has maintained a high dividend payout ratio, with a projected dividend yield of approximately 9% in 2025 [6][7].
海事金融: 主动应变 以融兴产
Jin Rong Shi Bao· 2025-06-18 03:20
Group 1 - The maritime services sector, particularly maritime finance, plays a crucial role in the shipping industry and global trade, with a projected market size of $442.55 billion by 2030 and a CAGR of 3.8% from recent years [1] - The maritime finance sector is undergoing significant changes due to shifts in global trade patterns, technological advancements in shipping, and evolving environmental requirements, presenting both new opportunities and challenges [1] Group 2 - Tianjin has implemented a plan to promote high-quality development in modern service industries, focusing on enhancing traditional shipping services and strengthening the role of maritime finance [2] - The city is positioned as a strategic hub for connecting domestic and international markets, with a significant concentration of financing leasing companies, totaling 589, and a leasing asset scale of 1.65 trillion yuan, accounting for nearly 20% of the national total [2] Group 3 - Tianjin aims to integrate maritime finance with manufacturing and repair sectors, while also promoting green transformation through innovative leasing models and expanding into renewable energy sectors [3] - The region has seen the launch of several innovative maritime finance products, including cross-border RMB ship leasing and carbon-neutral ship leasing [3] Group 4 - The maritime finance industry must adapt to structural changes in the international shipping market and enhance its international competitiveness through high-level reforms and innovation [4] - The industry faces the dual challenge of green transformation and technological innovation, necessitating a shift from traditional paths to enhance influence within the shipping industry [5] Group 5 - Industry experts emphasize the need to confront challenges head-on to achieve rapid development, with a focus on international competition, innovation, and risk management [6] - Financial leasing companies are encouraged to adopt a three-pronged approach of model innovation, scale leadership, and risk hedging to gain a competitive edge in global maritime finance [6]