"美国新任驻希腊大使在接受媒体采访时对中希关系，特别是中国有关企业投资运营比雷埃夫斯港无端 攻击，既是对中希正常商业合作的恶意诋毁，也是对希腊内政的严重干涉，充斥着冷战思维和霸权逻 辑。"19日，"中国驻希腊大使馆"微信公众号发表声明。使馆发言人说，比港永远是希腊人民的港口， 不是美国搞地缘对抗、破坏地区繁荣稳定的工具，也绝不应成为地缘政治的牺牲品。 公开资料显示，比雷埃夫斯港是亚洲货物通往欧洲的门户之一。2016年，在希腊欧洲债权人的压力下， 希腊不得不出售这座古老港口。 【环球时报驻希腊特约记者 梁曼瑜 任重】美国驻希腊大使日前敦促希腊出售由中企运营的比雷埃夫斯 港口，遭到中方强烈批评。希腊多家媒体关注到这一争端，称"中方首次就港口事宜回击美国"。希腊政 治媒体Parapolitika网站19日援引多名希腊政界人士的表态报道称，中方对港口投资的积极效应获得了广 泛认可。 美国驻希腊大使吉尔福伊尔上周接受希腊Antenna TV采访，宣称中企中远海运集团在希腊南部比雷埃夫 斯港口的存在"令人遗憾"。她称，有办法可以"绕过"这一局面，比如提高其他港口的吞吐量，或者出售 比雷埃夫斯港。吉尔福伊尔还称，拥有美国的 ...

作为福建省重点建设项目，融港码头涵盖1个5万吨级、1个7万吨级集装箱泊位，设计年通过能力达90万 标准箱。更值得关注的是，该码头是福州港首个实现"零排放"运营、采用全电动作业设备的码头，在绿 色港口建设领域树立标杆。 验收组通过实地考察码头基础设施建设、现场评审查验监管体系运行情况等方式，对码头对外开放条件 进行全面核验。经综合评估，验收组一致认为，福州港口岸江阴港区壁头作业区8号、9号泊位（融港码 头）各项基础设施与查验监管设施均已按标准建成投用，配套规章制度体系健全完善，符合口岸对外开 放要求，同意通过省级验收。 日前，福建省商务厅（口岸办）会同福州海关、厦门边检总站、福建省海事局，福州市、福清市口岸单 位共同开展福州港口岸江阴港区壁头作业区8号、9号泊位（融港码头）口岸对外开放省级验收工作。 此次通过省级验收后，融港码头正式开放运营将释放多重发展效能。一方面，将有力推动福州港口岸江 阴港区集装箱与件杂货业务规模扩容、效率提升，同步带动港口物流、设备维修、供应链服务等配套产 业集聚发展；另一方面，凭借其先进运营模式与高效吞吐能力，码头将为福州港江阴港区临港产业和腹 地经济发展注入新动能。同时，也标志着福清 ...

Group 1 - The core point of the article is that Tianjin Port (600717.SH) has confirmed the normal operation of the US shipping line docking at the port [1] Group 2 - The company has communicated with investors through an interactive platform regarding its operational status [1]

Core Viewpoint - Yantian Port (000088.SZ) announced a cash dividend plan for the first half of 2025, proposing a distribution of 0.88 yuan per 10 shares, totaling approximately 458 million yuan, reflecting the company's commitment to stable returns for investors [1][3]. Financial Performance - In the first half of 2025, Yantian Port achieved a net profit of 653 million yuan, with retained earnings reaching 3.935 billion yuan, providing solid financial support for the cash dividend [1][3]. - The company's net profit showed a year-on-year growth of 4.07%, indicating strong profitability resilience [1]. Dividend Strategy - The proposed dividend represents over 70.1% of the first half's net profit, positioning Yantian Port among the higher dividend payout ratios in the industry, which typically ranges from 28% to 35% for pure port operators [3]. - The dividend plan aligns with the company's operational performance and development strategy, balancing investor returns with sustainable growth [3]. Industry Context - The port and shipping industry has seen several listed companies disclose mid-term dividend plans, with Yantian Port's payout being notably high compared to peers [3]. - Yantian Port is a key player in the Guangdong-Hong Kong-Macao Greater Bay Area and the "Belt and Road" logistics hub, emphasizing its commitment to shareholder value and market management [3]. Operational Expansion - In the first half of 2025, Yantian Port continued to enhance its international trade integration, adding 12 new international routes and expanding its service network [5][6]. - By July 2025, Yantian Port had opened 20 inland ports and established 33 sea-rail intermodal routes, significantly improving service coverage across the Greater Bay Area and beyond [6]. - From January to August 2025, Yantian Port's container throughput reached 10.593 million TEUs, a year-on-year increase of 9.6%, marking a historical high [6].

Core Viewpoint - The company plans to acquire a 70% stake in Xiamen Container Terminal Group Co., Ltd. from Xiamen International Port Development Co., Ltd. through a combination of issuing shares and cash payments [1] Group 1: Transaction Details - The company intends to issue shares to raise supporting funds from no more than 35 qualified specific investors [1] - The Shenzhen Stock Exchange has accepted the company's application for the issuance of shares to purchase assets and raise supporting funds, confirming that the application documents are complete [1] - The transaction is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission before implementation [1]

Core Insights - The company participated in the "Communicating Value and Building Confidence for the Future" event, focusing on the collective reception day for listed companies in Shanghai [1] - The company is advancing several projects aimed at enhancing the capacity of Shanghai Port, including the renovation of the Luojing Port container terminal and the development of the northern side of Xiaoyangshan [1] - The first phase of the Luojing Port container terminal renovation has been put into operation, while the second phase has commenced construction [1] - The Xiaoyangshan North project is set to gradually commence operations in phases during the 14th Five-Year Plan period [1] - The company aims to continue improving production efficiency and container throughput in the future [1]

Core Viewpoint - The control of key global ports is crucial for supply chain dynamics, and recent developments indicate that Chinese companies may miss the opportunity to acquire ports owned by Li Ka-shing, as new buyers have emerged [2][10]. Group 1: Port Business Overview - Li Ka-shing's business empire includes a significant port network that spans Asia, Europe, and the Americas, with over 50 terminals and an annual throughput accounting for more than 11% of the global total [4]. - The strategic focus of Cheung Kong Group appears to be shifting due to increasing geopolitical risks, leading to higher policy uncertainties for infrastructure assets like ports [4][6]. Group 2: Potential Buyers and Market Dynamics - The potential buyers for the ports include American and Italian consortiums, with BlackRock, the world's largest asset management company, and the Italian Aponte family, who control the second-largest shipping company, MSC [6][8]. - The combination of BlackRock's financial leverage and the Aponte family's operational expertise is seen as a strong competitive advantage over Chinese firms [8][14]. Group 3: Chinese Companies' Exit from Bidding - Chinese companies are likely to be completely out of the bidding process due to stringent regulatory scrutiny from Western nations regarding foreign investments in critical infrastructure [10][12]. - The shift in Chinese overseas investment strategies from aggressive acquisitions to more cautious "light asset cooperation" models reflects the changing landscape [12][14]. Group 4: Implications of the Transaction - If the transaction is completed, it could lead to a reshaping of the global port power structure, with BlackRock and the Aponte family controlling key logistics nodes and potentially creating a tighter supply chain [16]. - The sale of these ports may provide a short-term boost to Cheung Kong's stock price and could trigger adjustments in the valuation of international logistics stocks [19][21]. Group 5: Future Considerations - The funds from the sale may be directed towards increasing investments in stable, inflation-resistant assets in Europe and the U.S., reflecting a cautious approach to global economic uncertainties [21]. - Potential regulatory challenges from the EU regarding the acquisition of ports by shipping giants could complicate the transaction [21].

Core Viewpoint - Yantian Port reported a revenue of 389 million yuan and a net profit of 653 million yuan for the first half of 2025, marking a year-on-year growth of 4.07% [1] Group 1: Financial Performance - In the first half of 2025, Yantian Port achieved a revenue of 389 million yuan and a net profit of 653 million yuan, reflecting a year-on-year increase of 4.07% [1] - The company’s shareholdings in Yantian International (Phase I and II) generated a net profit of 525 million yuan, up 7.64% year-on-year; Xigang Terminal reported a net profit of 329 million yuan, a 17.95% increase [2] - The operating revenue of Huizhou Qianwan Coal Port reached 117 million yuan, growing by 21.81% year-on-year [2] Group 2: Operational Expansion - As of the reporting period, Yantian Port has opened 20 inland ports, 15 combined ports, 17 barge routes, and 33 sea-rail intermodal lines, covering the Greater Bay Area, Southwest, and Central regions [1] - The company completed a major asset restructuring in 2023 by acquiring 100% equity of Yantian Port Operating Company, which will enhance business and asset scale and significantly improve profitability [2] - The company is focusing on expanding its customer base for bulk commodities like iron ore and grain through its controlled Huangshi New Port and Huizhou Qianwan Coal Port [2] Group 3: Strategic Initiatives - The company plans to continuously monitor changes in national macroeconomic policies and port industry dynamics to adjust operational strategies and enhance self-operated port management capabilities [3] - There is an emphasis on accelerating the construction of smart and green ports, exploring investment opportunities, and developing new business models to achieve high-quality growth [3]

Group 1 - The core viewpoint of the articles highlights the strong performance of Yantian Port in the first half of 2025, with a revenue of 389 million yuan and a net profit of 653 million yuan, reflecting a year-on-year growth of 4.07% [1] - Yantian Port has established a comprehensive network with 20 inland ports, 15 combined ports, 17 barge routes, and 33 sea-rail intermodal lines, serving the Greater Bay Area, Southwest, and Central regions [1] - The overall cargo throughput of national ports reached 8.903 billion tons, a year-on-year increase of 4.0%, while container throughput grew by 6.9% to 17.3 million TEUs, indicating a robust growth in trade [1] Group 2 - In 2023, Yantian Port completed a significant asset restructuring by acquiring 100% equity of Yantian Port Operating Company, which is expected to enhance business and asset scale, significantly improving profitability [2] - The company’s investments in Yantian International and Xigang Terminal yielded net profits of 525 million yuan and 329 million yuan, respectively, with year-on-year growth rates of 7.64% and 17.95% [2] - The Huizhou Qianwan Coal Port is implementing multiple measures to solidify its customer base, ensuring stable business operations, while the Huizhan Expressway in Shenzhen has shown strong performance with a revenue increase of 21.81% [2] Group 3 - The company plans to continuously monitor changes in national macroeconomic policies and port industry dynamics, adjusting operational strategies to enhance port management capabilities and expand hinterland areas [3] - There is a focus on accelerating the construction of smart and green ports, exploring investment opportunities, and developing new business models to achieve high-quality growth [3]

Core Insights - COSCO SHIPPING Ports reported a 13.6% year-on-year increase in revenue to $806 million for the first half of 2025, with gross profit rising 10.3% to $219 million and net profit attributable to equity holders increasing by 30.6% to approximately $182 million [1] - The company declared an interim dividend of 15.1 Hong Kong cents per share [1] Revenue Breakdown - The Piraeus Terminal generated approximately $178 million in revenue, a 27.9% increase year-on-year, driven by increased throughput and storage income, as well as rate hikes [1] - CSP Spain-related companies achieved revenue of about $178 million, up 13.1% year-on-year, due to increased throughput [1] - The Nansha Port in Guangzhou reported revenue of approximately $100 million, reflecting a 10.6% year-on-year increase from higher throughput and storage income [1] - CSP Zeebrugge Terminal NV recorded revenue of $26.72 million, a 32.0% increase year-on-year, attributed to increased throughput [1] - CSP Chancay PERU S.A. commenced trial operations in November 2024 and officially started operations in the first half of 2025, generating revenue of $22.22 million [1] Throughput Performance - Total throughput increased by 6.4% year-on-year to 74,295,971 TEUs, with controlled terminals seeing a 3.6% rise to 16,482,018 TEUs and non-controlled terminals up 7.2% to 57,813,953 TEUs [2] - Equity throughput rose by 3.8% to 22,879,575 TEUs, with controlled terminal equity throughput increasing by 0.4% to 9,691,543 TEUs and non-controlled terminal equity throughput up 6.4% to 13,188,032 TEUs [2]