机构：中金公司 YoY in 1H25. Container throughput at controlled terminals rose 11.3% YoY, and overall container throughput at controlled ports grew 4.3% YoY. By region, container cargo volume at controlled terminals in the Pearl River Delta region, the Yangtze River Delta region, the Bohai Rim, and overseas terminals in 1H25 increased 7.8%, 5.9%, 0.1%, and 5.0% YoY. Specifically, container throughput of controlled terminals in the Pearl River Delta region and overseas terminals increased 10.2% and 20.1% YoY. Thanks ...

South Africa’s state-owned ports and freight rail operator posted a narrower annual loss as it boosted cargo volumes https://t.co/8Tuq7WJfg5 ...

长沙晚报掌上长沙9月5日讯（全媒体记者 吴鑫矾 通讯员 洪琳 郑言欢）9月5日，记者从湖南省城陵矶港口集团长 沙新港公司获悉，长沙新港滚装汽车吞吐量突破20万台大关，为长株潭地区汽车产业发展贡献力量。 "9月2日，我们分别完成了港达9号、港达6号的上汽大众、东风本田卸船作业共359台，港达9号、港达6号的上汽 大众、比亚迪装船714台，当日装卸作业共完成1073台，创下港口单日滚装作业量新高。"湖南省城陵矶港口集团 党委委员、副总经理，长沙新港公司党委书记、董事长辛华告诉记者。记者在长沙新港滚装码头库场区看到，一 批湖南制造的整车即将从这里扬帆起航，通江达海，远销海内外。 长沙新港是全国内河36个主要港口之一，承担着我省各类货物及大宗物资的输运任务。特别是这里拥有湘江唯一 专业汽车滚装码头，随着长株潭地区新能源汽车产业的发展，长沙新港滚装汽车吞吐量实现了逐年稳步增长。 "截至9月2日，长沙新港滚装汽车吞吐量共完成205796台，突破了20万大关。"辛华告诉记者，今年以来，长沙新 港与比亚迪、吉利汽车、上汽大众、广汽埃安等车企通过"水水中转"联通长江滚装大通道，建立起常态化合作。 通过精准调度港口资源，创新"港 ...

ab Global Research owered by UBS Evidence Lab YES P 1 September 2025 First Read China Industrials Tracking trade flows amid changing US tariffs on China (week 35) Key highlights from high frequency data on trade flows We gather weekly data from UBS Evidence Lab, the Ministry of Transport and other third-party data providers to present the most recent trade flows after the US-imposed high tariffs on China. We cover shipping, shipbuilding, ports, international freight flights and land transportation. Port vol ...

29 August 2025 | 1:19AM HKT COSCO Shipping Ports Ltd. (1199.HK): First Take: 2Q25 results beat, driven by strong throughput and ASP of European terminals; Buy COSCO Shipping Ports released 1H25 results on Aug 28 after market close, where1H25 net profit of US$182mn (+31% YoY/+7% HoH) came in above our expectation and market consensus, accounting for 59% of full-year estimates. This also implies 2Q25 net profit of US$98mn (+28% YoY/+17% QoQ), vs. 1Q25 net profit of US$84mn (+33% YoY/-4% QoQ), despite a disrup ...

Indian tycoon Gautam Adani is adding more women leaders to his ports-to-power conglomerate as part of a push to diversify its boardrooms — a transformation that’s seeing talent drafted from within the family https://t.co/mKmDDYwh8P ...

Group 1 - The Cohen & Steers Infrastructure Fund (NYSE: UTF) is a diversified closed-end fund focused on infrastructure companies across various sectors including utilities, pipelines, toll roads, airports, railroads, ports, and telecommunications [1] - The fund aims to provide high-yield investment opportunities by investing in a broad range of infrastructure assets [1] Group 2 - The company invests significant resources, including thousands of hours and over $100,000 annually, into researching profitable investment opportunities [2] - The investment approach has garnered over 180 five-star reviews from members, indicating a strong satisfaction rate and perceived benefits [2]

Deal Status - CK Hutchison ruled out completing the global ports sale to a BlackRock-backed consortium in 2025 [1] - CK Hutchison remains optimistic about the deal's prospects after inviting a Chinese investor [1]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China Industrials** sector, particularly the impact of changing US tariffs on trade flows with China, covering shipping, shipbuilding, ports, international freight flights, and land transportation [2][40]. Core Insights and Arguments 1. **Port Volume Decline**: Container throughput at key ports in China fell by **9% week-over-week (WoW)** and **7% year-over-year (YoY)**, marking the first decline since March. However, combined throughput for weeks 30 and 31 showed a **2% YoY increase** [3][6]. 2. **US Port Import Volumes**: The Port of Los Angeles reported a **5% WoW** and **2% YoY** increase in import volumes for week 33, following a **6% YoY** increase in week 32 [3][9]. 3. **Shipping Rates**: The Shanghai Containerized Freight Index (SCFI) decreased by **3% WoW**. Specifically, freight rates between China and the US dropped by **2%** and **7%** for the West Coast and East Coast, respectively, due to overcapacity pressures [4][12]. 4. **European Port Congestion**: Ongoing congestion at European ports, particularly in Antwerp and Hamburg, has led to longer waiting times for container pickup and delivery, with average waiting times for container ships over **8,000 TEU** increasing by **9% WoW** [5][26]. 5. **International Freight Flights**: The number of international freight flights increased by **9% YoY**, although it was down **2% WoW** last week [3][33]. Additional Important Insights 1. **Intra-Asia Supply Improvement**: There was a slight improvement in the Asia feeder ship availability index, which rebounded by **26% WoW** [4][14]. 2. **China Expressway Truck Traffic**: Truck traffic on expressways in China increased by **3% YoY** last week, indicating a potential uptick in domestic logistics activity [27]. 3. **Vietnam's Export Growth**: Vietnam's exports rose by **17% YoY** in the first half of July, showcasing strong trade performance amidst global uncertainties [18][20]. 4. **Direct Shipping Volumes**: Direct shipping volumes from China to ASEAN and the US showed a **22% increase** WoW, but a **15% decrease** YoY in week 31 [21][23]. Risks and Considerations - The macroeconomic environment poses risks to China's industrial sector, with potential demand shrinkage for industrial goods and import/export volumes if the economy remains weak. Additionally, the cancellation of preferential policies for high-tech companies could adversely affect earnings [40]. This summary encapsulates the critical data and insights from the conference call, providing a comprehensive overview of the current state of the China Industrials sector and its implications for trade and shipping dynamics.

CK Hutchison investors may get a chance to hear an update on its politically sensitive global port asset sale on Thursday https://t.co/HHETGCJspl ...