报告指出，受地缘政治紧张和全球供应链波动影响，2025年全球海运贸易增速预计明显放缓，对经济韧 性较弱的国家影响较大。其中，人口基数较大、贸易依赖度较高的非洲国家更易受到物流延误、运输成 本上升和贸易通道重组的影响。例如，部分非洲内陆国家进口货物的海运费约占货物价值的40%，成本 压力更加显著。 报告强调，如果非洲地区不能提升港口竞争力，将在全球贸易格局调整中处于不利地位。通过数字化转 型和基础设施建设投资，不仅可降低物流成本，还能吸引更多投资，并提升在国际贸易中的议价能力。 据日内瓦Agence Ecofin通讯社9月29日报道，联合国贸易和发展会议（UNCTAD）发布最新报告指出， 非洲亟需加快港口现代化进程以应对海运贸易放缓压力。 为降低相关风险，UNCTAD建议非洲国家加强区域交通一体化建设，提升港口与内陆互联互通能力， 同时推动供应来源多元化，以增强贸易韧性。在港口现代化建设方面，UNCTAD提出五项建议：一是 建设海运单一窗口系统，简化通关流程；二是发展港口社区数字平台，提升信息共享效率；三是加强网 络与信息安全防护，应对数字化风险；四是完善港区与交通物流通道衔接，提升运输效率；五是推动智 慧港口 ...

近日，中国上市公司协会联合新华财经等媒体开展"我在'十四五'这五年上市公司在行动"主题宣传活动，多角度展现千行百业上市公司在"十四五"期间实现 的发展成果。记者在调研中了解到，作为我国北方首个自开口岸、"北煤南运"重要枢纽港，近年来，秦港股份着力推动绿色港口建设，完成了从传统能源港 口到"五星级"绿色港区、国家4A级旅游景区的蜕变。 在过去，传统大宗干散货港口在货物装卸作业中产生的粉尘污染、污水排放等问题，不仅影响港区环境，更制约着企业长远发展。在全球港口绿色转型浪潮 涌动下，秦港股份主动作为，将绿色港口建设提升至战略高度，开启了从"污染防治"到"绿色创建"的系统性变革。 转自：新华财经 新华财经石家庄9月29日电（记者王小璐、刘桃熊）9月的秦皇岛，从火车站一路向南前往港口，沿途风清气朗。作为常年转运煤炭的传统干散货港口，秦皇 岛港早已褪去粉尘弥漫的景象，正以全新面貌展现在眼前。 从"污染防治"到"绿色创建" 秦皇岛港股份有限公司卫生环保部高级经理王帅告诉记者，2025年前三个季度，秦皇岛港东港区PM2.5指数均值达到了每立方米19微克，同比2024年降低了 20.8%，达到国家空气质量二级标准。 水资源循环 ...

证券代码：000088 证券简称：盐田港 深圳市盐田港股份有限公司 投资者关系活动记录表 编号：2025-4 4.美国10月4日开始收港口靠岸费。对盐田港影响大么 答:您好，感谢您对公司的关注。公司从事的港口行业属于国 民经济基础产业，受经济发展周期性变化的影响较为明显。2025 年上半年，我国经济运行趋于稳中向好，港口货物和集装箱吞吐 量均实现增长。盐田港区作为大型深水港，依托天然深水泊位条 件和超大型船舶服务能力成为华南地区超大型船舶首选港，亦是 全球最繁忙的集装箱码头之一，在区域经济和全球外贸运输网络 中发挥着举足轻重的作用。近年来，盐田港不断完善内陆港布局， 加快组合港建设，加速拓展海铁联运网络，截至2025年上半年， 已开通20个内陆港，15个组合港、17条驳船支线，33条海铁联运 线路，服务覆盖大湾区、西南及中部地区，大幅提升港口通关效 率，降低出口企业物流成本。公司参股的盐田国际（一、二期）、 盐田国际三期和西港区码头公司凭借发达的经济腹地、先进高效 的码头经营管理和值得信赖的品牌优势，不断开拓创新，为客户 创造价值，持续提升世界级港口核心竞争力。谢谢。 5.针对经营性现金流承压，公司是否有具体 ...

Core Viewpoint - The development of coastal ports in China has significantly advanced since the 18th National Congress, forming five major port clusters that support economic growth and trade facilitation [1][2]. Group 1: Overview of Coastal Port Clusters - China has approximately 18,000 kilometers of coastline, with 27 major coastal ports and 36 major inland ports, promoting an open pattern of "land-sea internal and external linkage, east-west mutual assistance" [3]. - The five major coastal port clusters include the Bohai Rim, Yangtze River Delta, Southeast Coast, Guangdong-Hong Kong-Macao, and North Bay, strategically positioned to enhance regional economic development [4][5]. Group 2: Characteristics and Functions of Major Port Clusters - The Bohai Rim port cluster includes ports like Dandong, Dalian, and Tianjin, serving as a gateway for northern China's foreign trade [4]. - The Yangtze River Delta port cluster, led by Shanghai and Ningbo-Zhoushan ports, is characterized by its large scale and strong container transport capabilities, serving the Yangtze River basin [5]. - The Southeast Coast port cluster, centered around Xiamen, plays a crucial role in cross-strait trade and cooperation [6]. Group 3: Investment and Infrastructure Development - By the end of 2024, China's port production berths are expected to reach 22,000, with 2,971 berths capable of handling vessels of 10,000 tons or more, aligning with the trend of larger vessels [3]. - Significant investments are being made to enhance port infrastructure, including the construction of specialized berths and the expansion of storage and logistics capabilities [3][4]. Group 4: Service Types and Cargo Handling - Major cargo types handled by coastal ports include containers, coal, metal ores, construction materials, and oil and gas products, accounting for about 80% of total throughput [4]. - Shanghai, Ningbo-Zhoushan, and Shenzhen ports are key players in container transport, while ports like Tangshan and Qinhuangdao are vital for coal transportation [4][5]. Group 5: Integration and Optimization Efforts - Recent efforts have focused on integrating port resources at the provincial level, leading to improved service capabilities and operational efficiency [8][9]. - The establishment of collaborative mechanisms among port groups in the Yangtze River Delta and Bohai Rim has facilitated resource sharing and project cooperation [8][9]. Group 6: Smart Port Development - China is leading in the construction of smart ports and automated terminals, with 52 automated container and bulk cargo terminals completed as of May this year [12][13]. - The implementation of automation and digital technologies has significantly improved operational efficiency and reduced costs across major ports [13][14]. Group 7: Future Directions and Strategic Goals - The focus is on enhancing the quality of port services and infrastructure, with plans to establish world-class port clusters and improve international competitiveness [10][11]. - Continued investment in technology and innovation is essential for maintaining leadership in global port operations and logistics [16][17].

Group 1 - Shandong Energy Group holds approximately 168 million shares of Rizhao Port, accounting for 5.45% of the total share capital [1] - The total shares held by Shandong Energy and its acting in concert party, Zibo Mining Group, amount to about 169 million shares, representing 5.5% of the total share capital [1] - Shandong Energy plans to reduce its holdings by up to approximately 92.27 million shares (not exceeding 3% of the total share capital) within three months after the announcement [1] Group 2 - As of January to December 2024, Rizhao Port's revenue composition is 93.1% from port services and 6.9% from other businesses [2] - The current market capitalization of Rizhao Port is 9.8 billion yuan [3]

Group 1 - In 2024, the cargo throughput of Yancheng Port Binhai Port Area is expected to exceed 19 million tons, representing a year-on-year growth of 6.8% [1] - By 2025, the port plans to increase the variety of goods handled, including coal, grain, vehicles, and ores, with an anticipated throughput of 24 million tons [1] - The port is a key open port in the Huai River basin and is designed to accommodate large vessels, with a planned capacity of 200 million tons [3] Group 2 - The port currently operates 78 berths and has a storage area of 677,700 square meters, along with eight modern warehouses totaling 107,600 square meters [3] - The ongoing construction projects include a general cargo terminal and a liquid bulk terminal, with a total investment of approximately 800 million yuan [3] - The port's roll-on/roll-off business has significantly increased, ranking among the top three coastal ports in Jiangsu [5] Group 3 - Yancheng Port Binhai Port Area has opened new international shipping routes to ports in Jordan and the UAE, boosting the export volume of domestic brands like BYD and Changan [5] - The port is collaborating with major energy projects to create a "port + industry + energy" development model [5] - Future plans include the construction of dedicated container and roll-on/roll-off terminals, as well as a 200,000-ton navigation channel project [5]

Core Viewpoint - Rizhao Port's stock price has shown a positive trend with a 5.01% increase year-to-date and a 2.19% rise on September 16, 2023, indicating investor confidence despite a decline in revenue and net profit for the first half of 2025 [1][2]. Financial Performance - As of June 30, 2025, Rizhao Port reported a revenue of 3.668 billion yuan, a year-on-year decrease of 10.66%, and a net profit attributable to shareholders of 358 million yuan, down 17.47% compared to the previous year [2]. - The company has distributed a total of 1.7 billion yuan in dividends since its A-share listing, with 587 million yuan distributed over the last three years [3]. Stock Market Activity - On September 16, 2023, Rizhao Port's stock traded at 3.27 yuan per share with a total market capitalization of 10.057 billion yuan, and a trading volume of 126 million yuan [1]. - The stock has seen a net inflow of 10.566 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 100,900, while the average number of circulating shares per person decreased by 5.35% to 30,468 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 71.0318 million shares, and Southern CSI 1000 ETF, which increased its holdings by 3.2741 million shares [3].

Core Insights - The successful docking of the container ship "Haifeng Haikou" at Wenzhou Port marks the official opening of berths 5 and 6 in the Zhuanzhong Ao port area, enhancing the port's container throughput capacity and solidifying its status as a regional shipping hub [1] - The newly opened berths are designed for 50,000-ton container vessels, with a total quay length of 626 meters and a depth of -17 meters, allowing for all-weather docking of large container ships [1] - The addition of these berths will increase Wenzhou Port's annual throughput capacity by 1.03 million TEUs, significantly boosting its competitiveness and international shipping service level [1] Industry Performance - From January to August, Wenzhou Port Group achieved a cargo throughput of 30.3 million tons, representing a year-on-year growth of 5.8% [2] - The container throughput reached 1.045 million TEUs, with a year-on-year increase of 7.7%, indicating a steady development trend [2] - The port group has been actively expanding its port capacity and optimizing its structure, currently operating nine berths for vessels over 50,000 tons and offering 18 near-sea routes [1][2]

Group 1 - The company Rizhao Port (SH 600017) held its 18th meeting of the 8th Board of Directors on September 12, 2025, discussing the adjustment of the Strategic Committee members [1] - For the year 2024, the company's revenue composition is 93.1% from port services and 6.9% from other businesses [1] - As of the report, Rizhao Port has a market capitalization of 9.9 billion yuan [1]

Group 1 - The core point of the article is the announcement by Rizhao Port regarding a change in its securities affairs representative, with Wang Lingling resigning and Dong Fengfeng appointed in her place [1] - For the fiscal year 2024, Rizhao Port's revenue composition is reported as 93.1% from port services and 6.9% from other businesses [1] - As of the report date, Rizhao Port has a market capitalization of 9.9 billion yuan [1]