齐鲁晚报.齐鲁壹点于洋通讯员邹常焜 从山东港口烟台港获悉，国庆、中秋"双节"期间，烟台港货物吞吐量同比增长5.8%。旅客运量突破18万人次、滚装车运量达4.7万辆，分别同比增长9.6% 和11.9%，交出一份亮眼成绩单。 龙口港区、莱州港区同样繁忙。龙口港公司积极践行"随抵港随作业"准则，凭借精密部署与高效调度，日均铁路集疏运量达6.4万吨，同比增长26.5%，有 力打通铁路运输通道，为港口铝土矿、铁矿石等货种周转注入强劲动力。莱州港公司通过全链条细化船舶靠泊、货物装卸、集疏转运各环节计划，强化组 织保障，高效完成包含铝土矿、融雪盐等船舶靠离39艘次。 面对件杂货、商品车等货种集中到港的实际情况，烟台港2400多名一线员工坚守岗位，全力以赴保障码头生产高效运转。件杂货方面，10月3日，8艘件杂 货船舶在芝罘湾港区码头前沿一字排开，面对复杂吊装工艺，联通国际件杂货码头公司充分发挥"联合配载"及"一站式服务大厅"优势，单日设备作业开头 量达28路，昼夜完成作业量4.5万方，创港区单日件杂货作业纪录。蓬莱港公司坚持"现场即市场，效率为品牌"的理念，充分发挥大件设备自主吊装优势 的同时，积极沟通海事、边检、海关、引航 ...

这个中秋国庆假期，山东港口广大干部职工充分发扬"港外过节、港内大干"的优良传统，积极奋战 在生产一线，各大港区一片繁忙，佳绩频传：货物吞吐量同比增长4%，集装箱量同比增长7%，共创出 生产记录17项、生产高效68项，以火红的业绩度过了一个别有意义的国庆中秋佳节。 国庆假期，青岛港集装箱板块业绩持续飘红。QQCT累计完成91艘次船舶作业任务。其中，"地中 海阿米莉亚"轮单船装卸量高达2.2万标箱，创下节日期间集装箱最大单船装卸作业纪录。QQCTU在模 式创新上顺利实现"青岛-日照"双向航线"山港通"组合港智能转运新模式全面贯通；在装卸方面发挥西 联公司与QQCTU集装箱专班作业优势，节日期间靠泊西联泊位作业2艘次，完成箱量7000标箱；紧 盯"新三样"重点货种出运动态，顺利完成"东方香港"轮200标箱新能源汽车出运任务。QQCTN聚力聚 智，助推集装箱吞吐量超计划1.3%，泊位效率同比提升2.7%，7条重点船舶提前离泊，累计压缩作业时 长16小时。 在日照港，广大干部职工大干快上，全力提速。货物吞吐量同比增加3.3%，集装箱吞吐量同比增 加3.4%，累计刷新生产纪录6项次、生产高效11项次。日照港抢抓生产机遇， ...

长假首日琼州海峡客滚运输量创新高 海事部门介绍，假日期间，琼州海峡共有54艘客滚船舶和2艘新能源汽车专用运输船投入营运。为保障 良好运输秩序，琼粤桂海事部门在节前已开展了琼州海峡客滚船专项安检行动，对客滚运输船舶全覆 盖"体检"，开展现场检查421艘次，整改发现缺陷220余项，严禁客滚船舶"带病"营运。 海事部门提醒广大旅客，国庆期间要时刻关注气象变化，提前预约购票，合理安排行程。(完) 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 中新网海口10月2日电 (记者 王子谦)记者2日从交通运输部珠江航务管理局获悉，2025年国庆中秋假期 首日(10月1日)，琼州海峡客滚运输发班304航次，运输旅客11.3万人次、车辆2.94万台次，同比分别增 长17.4%、22.0%、24.0%，车客运量双创国庆中秋假期单日历史新高。其中新能源车运输量增长较快， 同比增长超过100%。 根据节前预测，在不受天气影响条件下，今年国庆中秋假期琼州海峡过海需求将持续旺盛，预计8天累 计运送旅客66万人次、车辆17万台次，同比增幅分别为8%、10%。 根据假期车客流波动研判，交通运输部珠江航务管理局会同两岸管理部门和港航 ...

本次投资者关系活动类别为业绩说明会，于2025年09月16日15:00 - 17:00通过价值在线（https://www.ir- online.cn/）网络互动平台举行。参与单位为线上参与公司2025年半年度业绩网上说明会的投资者，上市 公司接待人员包括董事长王然、总经理兼董事会秘书蔡泞检、独立董事王宏斌。 业绩与经营策略 面对投资者对年底净利润及东南亚航线的提问，公司表示2025年下半年将围绕"增收、控本、融合"三大 主线，通过控制燃油、材料、人工成本，推动中远海运客运融入体系实现"五共享"等方式提升效率，但 具体业绩需关注定期报告，新航线开通将及时公告。对于下半年业绩预期，同样将采取上述方式实现成 本控制与效率提升。 近期，海南海峡航运股份有限公司举行2025年半年度业绩网上说明会，线上投资者积极参与，公司管理 层就多项业务要点进行回应。 投资者关系活动关键信息 业务进展与应对策略 货源开发方面，在防城港/北海已稳定挖掘普货货源客户，潜在合作客户众多。新海枢纽招商良好，多 种商家入驻。大连到仁川航线为中韩客滚班轮运输，经营主体为合资公司。面对海安航线客量下降，短 期"降本增效+收入多元化+发挥整合效益" ...

Core Viewpoint - Bohai Ferry Group Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, primarily due to decreased demand in the roll-on/roll-off vehicle transportation market, while maintaining a focus on enhancing operational efficiency and market presence [1][2]. Financial Performance - Operating revenue for the first half of 2025 was approximately RMB 728.19 million, a decrease of 5.02% compared to RMB 766.66 million in the same period last year [2]. - Total profit amounted to RMB 173.83 million, down 0.64% from RMB 174.96 million year-on-year [2]. - Net profit attributable to shareholders was RMB 101.58 million, reflecting a 2.95% decrease from RMB 104.68 million in the previous year [2]. - The net cash flow from operating activities significantly increased to RMB 265.11 million, up 201.81% from RMB 87.84 million [2]. Business Operations - The company operates nine large passenger and vehicle ferries, covering key routes in the Bohai Bay area, and has expanded its market presence by acquiring Weihai Haida Passenger Transport Co., Ltd. [3]. - The company has introduced two upgraded vessels, "Green An Tong" and "Green An Da," to facilitate the transportation of new energy vehicles across the Bohai Bay [3][7]. - Bohai Ferry has established a joint venture with logistics companies to enhance multi-modal transport services, integrating land and sea logistics [3]. Investment and Financing - The company has set up Bohai Ferry Leasing Co., Ltd. to provide financing solutions, promoting synergy between production and finance [3]. - Investment in private equity has yielded a profit of RMB 4.39 million, with a significant increase in the valuation of investments [4][5]. Shareholder Returns - The company plans to distribute a cash dividend of RMB 0.40 per share for the mid-year 2025, totaling approximately RMB 187.66 million, reflecting a commitment to shareholder returns [9][10]. Market Challenges - The company faces increased competition in the roll-on/roll-off transportation market, alongside external factors such as fluctuating demand and regulatory changes [7]. - The operational environment remains challenging due to external competition and changing customer needs, prompting the company to enhance marketing and service strategies [3][4].

Group 1 - The company is addressing concerns about the saturation of its Haian shipping capacity and its ability to handle a potential surge in traffic after the Hainan Free Trade Port's closure operations [2] - In the short term, the company plans to increase flight frequency and collaborate with port intelligent scheduling to manage the expected rise in passenger and vehicle flow [2] - In the long term, the company aims to meet market demand by upgrading its roll-on/roll-off vessels, adding flat cargo ships, and opening new multi-channel transport routes through a "new for old" replacement strategy [2]

Group 1 - The National Development and Reform Commission has announced a new batch of national logistics hub construction lists, with Dalian's commercial service hub successfully included, positioning it as a key support for Northeast Asia's international trade network [1][3] - The Dalian commercial service logistics hub covers an area of 8.7 square kilometers and is designed to be an important logistics hub for Northeast Asia, comprising two functional areas: Dalian Bay and Huabei Road [3] - The hub currently handles over 95% of the Northeast region's aquatic product unloading and transshipment and over 90% of cross-sea logistics vehicle transportation, highlighting its strategic significance in logistics and industrial collaboration [3] Group 2 - Dalian Wujia International Trade Co., Ltd. operates a cold chain warehousing and distribution center, utilizing a digital system for efficient sorting and delivery, serving over 12,000 retail outlets and directly or indirectly reaching 1.5 million households [5][6] - The company has achieved a significant leap in efficiency, with a sorting line capable of processing 15,000 items in 8 hours, and logistics error rates controlled to 0.03% through digital tracking [5][6] Group 3 - The introduction of the "Green An Da" and "Green An Tong" ferries has enhanced the capacity of the Bohai Bay passenger and cargo transport service, providing safer and more efficient cross-sea transport for new energy vehicle owners [7][8] - Liao Yu Port Co., Ltd. is actively developing the "Northeast Asia Aquatic Product Transshipment Trade Center" and "Shipping Service Center," with significant market shares in frozen fish and steel transportation [8] Group 4 - By 2025, the Dalian commercial hub is projected to handle over 45 million tons of cargo, with aquatic product transshipment exceeding 1.3 million tons and cross-sea roll-on/roll-off transport surpassing 750,000 vehicles, indicating substantial growth in logistics capabilities [10] - The hub aims to foster collaborative development among modern logistics, international trade, and advanced manufacturing, enhancing the industrial ecosystem and supporting high-quality development in Dalian [10]

Company Overview - Established in 2002, Hainan Strait Shipping Co., Ltd. was initiated by five shareholders including Hainan Port and Shipping Holdings Co., Ltd. and Shenzhen Yantian Port Co., Ltd. [2] - Listed on the Shenzhen Stock Exchange in 2009, the company has expanded its operations significantly since then [2]. - In 2017, the company acquired ferry terminal assets from Hainan Port and Shipping, marking its first step towards port service integration [2]. - The company became a subsidiary of China COSCO Shipping Group in 2019, entering a rapid development phase [2]. Business Expansion - In 2021, the company completed the integration of shipping resources in the Qiongzhou Strait, enhancing its transportation service capabilities [2]. - By 2025, the company plans to acquire 100% of COSCO Shipping Passenger Transport, increasing its roll-on/roll-off (RoRo) vessel fleet to 64, ranking first globally [2]. - The company operates nine routes, including Haikou to Hai'an, Yantai to Dalian, and Sanya to Xisha, focusing on passenger and cargo transportation [2]. Strategic Goals - The acquisition of COSCO Shipping Passenger Transport aims to leverage the company's extensive experience in the RoRo transport sector and enhance profitability through resource integration [4]. - The company plans to become the first domestic leader in cross-regional RoRo operations, promoting synergy between southern and northern markets [5]. Market Opportunities - The implementation of the Hainan Free Trade Port policy by the end of 2025 is expected to lower operational costs and attract more investors, enhancing passenger flow [7][8]. - Infrastructure improvements, such as the completion of the circular island tourism road, are anticipated to boost the company's core business [8]. Financial Policies - The company maintains a commitment to providing stable dividend returns to shareholders while ensuring sustainable development [10]. - Future capital expenditures include plans to invest in two new RoRo vessels to replace aging ships [12]. New Routes and Services - The newly launched Haikou to Fangchenggang route covers 157 nautical miles with a travel time of approximately 12 hours, enhancing logistics connectivity between Hainan and the western region [12][13]. - The "Qiziwan" vessel on this route can accommodate 844 passengers and 69 freight vehicles, offering diverse travel options [12].

Market Overview - A-shares experienced narrow consolidation with a lack of market hotspots, as the Shanghai Composite Index fell by 0.06% to 3382.11 points, while the Shenzhen Component Index dropped by 0.18% and the ChiNext Index decreased by 0.48% [1][2] - The total trading volume for A-shares reached 763.157 billion yuan by midday [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 135 billion yuan at a fixed rate of 1.40%, with the full bid amount being 135 billion yuan [2] Legislative Developments - The Ministry of Finance announced the legislative work plan for 2025, which includes the revision of the Asset Evaluation Law and the implementation regulations for the Value-Added Tax Law, among other financial regulations [3] Sector Performance - Hainan local stocks showed significant movement, with small metal concept stocks rising during the session [4] - The top-performing sectors included pest control (up 2.49%), nickel metal (up 1.62%), and lithium mining (up 1.38%), while sectors like sports concepts and NFT concepts saw declines [4] Hainan Free Trade Port - The establishment and successful operation of the Hainan Free Trade Port is expected to enhance China's openness and support globalization, with 2025 being the deadline for the port's full operation [4] Company Insights - **Haixia Co., Ltd.**: Expected to benefit from the full operation of Hainan's free trade port in 2025, with growth in the passenger and cargo transport market [8] - **Hainan Airport**: Integrated into Hainan's state-owned assets, the airport is set to develop as a high-quality air gateway, benefiting from tourism and free trade policies [8] - **Hainan Rubber**: The company is experiencing a complex price stabilization phase due to increased production and decreased demand, with performance gradually improving [8] - **Hainan Airlines**: The overall recovery of the aviation industry is expected to enhance profitability, leveraging the advantages of the Hainan Free Trade Port [8]

Group 1 - The core viewpoint of the news is the implementation of a draft opinion aimed at strengthening the linkage between industry and trade in Zhejiang Province to support enterprises in stabilizing production, reducing burdens, and increasing efficiency [1] - The draft opinion emphasizes the promotion of "thousands of groups and ten thousand enterprises" to expand markets and increase orders, with significant support for manufacturing enterprises participating in overseas exhibitions [1][3] - The document outlines measures to address international trade frictions, including the establishment of a "support policy toolbox" for key enterprises affected by sanctions [1][3] Group 2 - Zhejiang Province's foreign trade import and export reached 1.75 trillion yuan from January to April, with a year-on-year growth of 6.6%, outperforming national averages [2] - The province's exports to the US are highly dependent, with a dependency ratio of 7.0%, significantly higher than the national average of 2.8% [2] - Despite challenges, Zhejiang's exports to emerging markets such as ASEAN and Latin America showed positive growth, with increases of 9.2% and 21.5% respectively [3] Group 3 - The draft opinion prioritizes expanding the supply of quality products, with provincial financial support for high-end, intelligent, and green technology upgrades [3] - There is a focus on developing differentiated market strategies for emerging markets, including support for export tax rebates and logistics subsidies [3] - The strategy includes fostering independent brands to enhance pricing power and resilience in foreign trade [3]