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运行满百日 义乌(苏溪)国际枢纽港累计到发超 4万标箱
Xin Hua Wang· 2025-10-10 08:47
【纠错】 【责任编辑:焦鹏】 义乌(苏溪)国际枢纽港是宁波舟山港第六港区的核心载体,它将宁波舟山港的港口功能延伸到内陆的苏溪港,为"义乌好货"便捷出海提供了快速通 道。 新华社音视频部制作 近日,义乌(苏溪)国际枢纽港迎来运行百日节点。数据显示,百日来苏溪港累计到发集装箱达4.5万标箱,开行班列超500列。 记者:许杨 李亚光 孔令杭 ...
达喀尔港成为2024年撒南非洲集装箱港口绩效指数排名最高的港口
Shang Wu Bu Wang Zhan· 2025-09-25 17:44
在非洲大陆,达喀尔现已成为不可或缺的物流枢纽,仅次于埃及的塞得港(全球排名第3)和摩洛 哥的丹吉尔地中海港(全球排名第5),远远领先于非洲的多个竞争对手,如马达加斯加的图阿马西纳 港(全球排名第177)、埃及的亚历山大新港(全球排名第190)和苏科纳港(全球第217位)、塞拉利 昂的弗里敦港(全球第216位)、几内亚的科纳克里港(全球第235位)和索马里的柏培拉港(全球第 243位)。 (原标题:达喀尔港成为2024年撒南非洲集装箱港口绩效指数排名最高的港口) 这一显著改善主要归功于运营商迪拜环球港务集团(DP World)长期以来的大规模投资:安装新 起重机、扩建仓储区、建立现代化数字化港口社区系统。陆路连通性的进步也强化了这些努力,比如道 路现代化改造、通往马里的铁路修复以及海关一站式窗口的建立,大大缩短了货物处理时间。 达喀尔新闻网9月24日报道,2024年集装箱港口绩效指数(CPPI)的最新排名将达喀尔自治港推上 了撒南非洲最佳港口的宝座。 公布的数据显示,达喀尔港的绩效显著提升,其评分从2023年的-82跃升至2024年的+23,成为全球 增幅最大的港口之一。 ...
调研速递|珠海港接受线上众多投资者调研,透露关键财务数据与发展规划要点
Xin Lang Cai Jing· 2025-09-19 11:28
Group 1 - The core viewpoint of the news is that Zhuhai Port Co., Ltd. is actively expanding its market value through strategic acquisitions and focusing on shareholder returns while enhancing its core competitiveness and long-term investment value [2][3]. Group 2 - Zhuhai Port has implemented a series of acquisitions, including Xinhua Port, Ganghong Terminal, and Xiugang Co., to expand its business scope, achieving a compound annual growth rate (CAGR) of 12.61% in total assets and 15.58% in net profit over the past five years [2]. - The company has distributed a total of 400 million yuan in dividends over the past five years and plans to continue its steady development of core businesses [2]. - As of June 30, 2025, the company's goodwill amounted to 1.368 billion yuan, primarily due to the acquisitions of Xinhua Port and Xiugang Co., both of which are performing well [3]. - The company is advancing its smart port construction by focusing on innovation and digital transformation, including financial system upgrades and various smart operational management projects in the logistics and renewable energy sectors [3].
(活力中国调研行)探访长江沿线最大外贸港口:前8个月51.3万辆汽车在此“出海”
Zhong Guo Xin Wen Wang· 2025-09-16 08:22
中新网苏州9月16日电(记者 邓敏 谷华)"2024年,太仓港完成货物吞吐量近3亿吨、集装箱吞吐量超800 万标箱,为江苏乃至长江沿线城市外贸保稳提质提供了重要支撑。"16日,江苏太仓港口管委会发展服 务局局长方健介绍太仓港发展"成绩单"时说,太仓港已成为长江沿线最大的外贸港口。 当天上午,在太仓港海通码头,"礼诺运输号"轮装载2600余辆商品车启航发往欧洲。"玉衡先锋号"轮正 在紧张作业,即将装载3600余辆商品车启程前往东南亚。在码头的另一侧,内贸船"华嘉7号"轮正在卸 载从长江中上游"水水中转"运输过来的汽车,这些车辆在完成检验后,也将踏上"出海"之旅。 2024年,太仓港出口汽车48.44万辆,同比增长18.9%,从太仓港"出海"的汽车远到欧洲、南美洲、非 洲、东南亚等116个国家和地区。今年1-8月,太仓港出口汽车51.3万辆,同比增长64.3%,已突破去年 全年出口总量,创历史新高。 汽车在太 仓港"出海"。太仓港口管委会 供图 位于长江 "我们将加强与船公司、汽车主机厂品牌及其他港口之间的交流沟通,探讨新航线、新品牌、新合作方 式的可行性。"海通(太仓)汽车码头有限公司总经理刘儿七介绍,公司将把 ...
盐 田 港(000088) - 2025年9月11日投资者关系活动记录表
2025-09-11 10:22
Group 1: Financial Performance - The company's operating revenue for the first half of 2025 was 389 million yuan, with a net profit attributable to shareholders of 653 million yuan, representing a year-on-year growth of 4.07% [2] - The net profit after deducting non-recurring gains and losses was 654 million yuan, showing a year-on-year increase of 4.17% [2] Group 2: Business Expansion - The Yantian Port area, as the most densely populated port for Europe and America routes in South China, added 11 new routes in the first half of 2025, covering major trade zones in Europe, America, and Asia [2] - Currently, there are an average of 6 daily flights to the United States and 4 flights to Europe, with over 10 cross-border e-commerce shipping lines [2] - The port has opened 20 inland ports, 15 combination ports, 17 barge feeder lines, and 33 sea-rail intermodal lines, significantly improving customs efficiency and reducing logistics costs for export enterprises [3] Group 3: Dividend Policy - The company has developed a three-year dividend plan (2024-2026) to enhance the cash dividend ratio, committing to distribute at least 50% of the distributable profits in cash each year, subject to meeting cash dividend conditions [3] - Since its listing, the company has distributed nearly 7 billion yuan in dividends, exceeding the total amount raised in the capital market historically [3]
中远海运港口上半年吞吐量、净利润双增长 经营韧性有效提升
Core Viewpoint - China Merchants Port (01199.HK) demonstrated resilient growth in the first half of 2025, with significant increases in container throughput and net profit despite a complex trade environment [1][2]. Financial Performance - In the first half of 2025, total container throughput increased by 6.4% year-on-year to 74.296 million TEUs [1]. - Revenue rose by 13.6% year-on-year to $806 million [1]. - Profit attributable to equity holders increased by 30.6% year-on-year to $182 million [1]. - The board declared an interim dividend of $0.01928 per share [1]. Operational Resilience - The port industry faced challenges from ongoing trade protectionism and regional conflicts, yet China Merchants Port improved operational resilience through lean management and resource optimization [2]. - Domestic consumption recovery supported the operational efficiency of the company's domestic terminals, with throughput in China rising by 5.7% to 56.3901 million TEUs, accounting for 75.9% of total throughput [2]. - The Wuhan terminal, fully acquired in February, saw a significant throughput increase of 41.6% to 147,500 TEUs [2]. Global Expansion Efforts - The company focused on enhancing the operational capabilities of key overseas hubs, including the Peru Chancay terminal, Piraeus in Greece, and Abu Dhabi in the Middle East [3]. - The Piraeus terminal reported a revenue increase of 27.9% year-on-year due to higher throughput and storage income [3]. - The Chancay terminal commenced full operations in the first half of 2025 after successful trial operations [3]. Strategic Outlook - Despite a downward revision of global economic growth forecasts, the company remains optimistic due to China's commitment to high-level opening-up and domestic market recovery [4]. - The company plans to strengthen hub port construction and enhance service levels at key terminals [4]. - Focus will be on precise marketing and service improvement to maintain competitive advantages in the market [4]. Future Development Plans - The company aims to accelerate investments in emerging markets and enhance supply chain resources, promoting green and low-carbon development [5]. - Plans include developing logistics parks and extending supply chain services to create comprehensive resource advantages [5]. - Recent reports from brokerage firms suggest a positive outlook for the company, highlighting a stable gross margin of over 40% for domestic terminals [5][6].
上港集团:8月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-28 10:30
Group 1 - The core point of the article is that Shanghai Port Group held its 59th board meeting on August 28, 2025, to review the mid-year assessment report of its quality improvement and efficiency enhancement action plan for 2025 [1] - For the year 2024, the revenue composition of Shanghai Port Group is as follows: container segment accounts for 41.25%, port logistics for 32.04%, port services for 16.09%, others for 12.99%, and bulk cargo segment for 4.2% [1] - As of the report date, the market capitalization of Shanghai Port Group is 133.9 billion yuan [1]
海螺创业(00586)发布中期业绩,股东应占溢利12.86亿元,同比增加9.33%
Zhi Tong Cai Jing· 2025-08-27 13:25
Core Viewpoint - Conch Venture (00586) reported a mid-term performance for the six months ending June 30, 2025, showing a net profit attributable to shareholders of RMB 1.286 billion, an increase of 9.33% year-on-year, despite a revenue decline of 1.55% to RMB 3.086 billion [1][1][1] Revenue Breakdown - Revenue from waste disposal decreased by 7.01% due to a reduction in ongoing projects, leading to lower construction period income [1] - Revenue from energy-saving equipment fell by 22.26%, primarily due to a decrease in orders for energy-saving equipment [1] - Revenue from new building materials declined by 1.53%, influenced by market conditions resulting in lower selling prices [1] - Revenue from the new energy business surged by 191.65%, driven by the company's proactive market expansion efforts [1] - Revenue from port logistics increased by 1.87%, attributed to active sourcing and increased throughput [1]
海螺创业发布中期业绩,股东应占溢利12.86亿元,同比增加9.33%
Zhi Tong Cai Jing· 2025-08-27 13:18
Core Viewpoint - The company reported a slight decline in revenue but an increase in profit for the interim period ending June 30, 2025, indicating a mixed performance across different business segments [1]. Revenue Performance - Total revenue for the company was RMB 3.086 billion, a decrease of 1.55% year-on-year [1]. - Revenue from waste disposal decreased by 7.01%, primarily due to a reduction in ongoing construction projects [1]. - Revenue from energy-saving equipment fell by 22.26%, attributed to a decrease in orders [1]. - Revenue from new building materials declined by 1.53%, influenced by market conditions leading to lower selling prices [1]. - Revenue from the new energy business surged by 191.65%, driven by the company's proactive market expansion [1]. - Revenue from port logistics increased by 1.87%, supported by efforts to expand cargo sources and increased throughput [1]. Profitability - The profit attributable to equity shareholders was RMB 1.286 billion, reflecting a year-on-year increase of 9.33% [1]. - Basic earnings per share were reported at RMB 0.76 [1]. Dividend Declaration - The company proposed an interim dividend of HKD 0.1 per share [1].
中远海运港口(01199):航运资源赋能外延收购,全球化布局持续推进
CMS· 2025-08-20 12:50
Investment Rating - The report assigns an "Add" rating for the company [2] Core Views - The company leverages shipping resources from its major shareholder to enhance port and shipping synergy, while expanding its global asset layout, particularly moving from the Northern Hemisphere to the Southern Hemisphere [1][6] - The company operates and manages 375 berths across 39 ports globally, with a total throughput of 140 million TEU in 2024, representing a year-on-year increase of 6.1% [6][19] - The company has a strong focus on high-margin mature assets in domestic markets, contributing over 80% of total profits [30][61] Summary by Sections 1. Global Layout and Asset Acquisition - The company is a core platform for global port operations under the COSCO Shipping Group, focusing on building a comprehensive network of coastal and overseas hub ports [12] - The company has established long-term partnerships in key domestic regions and is expanding its overseas strategic layout in Europe, Southeast Asia, the Middle East, and Latin America [12][19] 2. Domestic High-Margin Asset Focus - The company’s domestic operations are concentrated in the Bohai Rim and Pearl River Delta regions, with significant contributions from investments in Qingdao International and Tianjin Container Terminal [58][61] - The domestic port assets maintain a higher gross margin compared to overseas assets, with the gross margin for domestic terminals at 35.8% in Q1 2025 [39][61] 3. Global Expansion and Shipping Resource Empowerment - The company has rich experience in overseas acquisitions, primarily focusing on European hub ports and greenfield projects in the Middle East, with plans to expand into emerging markets in South America and Southeast Asia [6][22] - The proportion of container volume from Ocean Alliance customers has increased from 51.8% in 2017 to 54.6% in 2024, indicating a strengthening of global partnerships [6][22] 4. Financial Forecast and Investment Recommendations - The company’s revenue is projected to grow steadily, with total revenue expected to reach 11.36 billion RMB in 2025, reflecting a year-on-year growth of 5% [7] - The report forecasts net profits for 2025-2027 to be 2.44 billion, 2.64 billion, and 2.83 billion RMB respectively, with a corresponding PE ratio of 8.9x for 2025 [7][6]