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秦皇岛港湾,碧海蓝天映煤港
Xin Hua She· 2025-06-25 02:57
Core Viewpoint - The article highlights the transformation of Qinhuangdao Port into a modern, eco-friendly industrial port, emphasizing the integration of environmental protection measures and tourism development to create a harmonious coastal environment. Group 1: Environmental Initiatives - Qinhuangdao Port handles nearly 500,000 tons of coal daily, making it a significant energy artery while facing pollution challenges [3] - Advanced environmental technologies are implemented throughout the coal handling process, including a five-step dust suppression method that significantly reduces coal dust emissions [4] - Monitoring data shows a decrease in air quality indices, with PM10 down by 14.3% and total suspended particles down by 10.1% in 2024 compared to the previous year [5] Group 2: Water Management - The port has transformed idle land into sedimentation ponds, capable of holding up to 90,000 cubic meters of water, which helps manage stormwater and recycle water resources [5] - All sewage outlets have been blocked since 2018, ensuring that wastewater is treated and reused for dust suppression and greening, achieving zero discharge of polluted water into the sea [5] Group 3: Renewable Energy and Infrastructure - The port has installed a shore power system to reduce emissions from auxiliary engines of docked vessels, enhancing energy efficiency [7] - A distributed photovoltaic power generation system has been established, generating approximately 3 million kWh annually, with green electricity accounting for 80% of total electricity consumption in 2024 [8] Group 4: Tourism Development - The industrial tourism area at Qinhuangdao Port saw a visitor increase of 247% during the "May Day" holiday, reaching over 254,700 visitors [10] - The port's historical and industrial elements have been repurposed into tourist attractions, blending cultural heritage with modern amenities [10][11] - The integration of cultural displays, tourism services, and commercial consumption enhances the port's cultural and ecological value, contributing to urban vitality [11]
传统港→智慧绿色港 河北如何打造世界级港口群?
河北拥有487公里海岸线,秦皇岛港、唐山港、黄骅港三大港口沿渤海湾依次排开,港口货物年吞吐量居全国前列。今年前5个月,在国际贸易波动的大背景 下,港口如何找准方向更好服务经济?一起到河北沧州的黄骅港一探究竟。 0:00 来到黄骅港的翻车机房,这里的自动化翻车机正在不停运转,每次可翻转4节车厢,将里面的煤炭倾倒至下部的漏斗,整个过程仅需20秒,且不需要工作人 员现场介入。接下来,这些煤炭通过传送带转运至港口另一头的堆场,在那里,取料机正通过北斗定位和5G进行调度,实现煤炭的自动化作业,而工作人 员仅需在远端对全流程的作业进行监控。 作为世界上首个实现翻堆取装全流程智能化的煤炭港口,今年前5个月,黄骅港煤炭港区吞吐量达到8820万吨,在中国的能源保供链中扮演了关键的枢纽角 色。 0:00 俯瞰黄骅港,在近72公里的海岸线上不仅可以看到狭长的煤炭码头,也可以看到散货、液化和集装箱码头等47个生产性泊位,一个现代化的综合性港口映入 眼帘。从"一枝独秀"到齐头并进,黄骅港在夯实煤炭保供的基础上加速拓展各项海运业务,借助当地多横多纵的公路网和铁路大通道,逐步构建起区域内的 国际物流中心和大宗散货枢纽中心,为河北、河南、山 ...
大秦铁路开启高位运行模式,煤炭日运量超110万吨
news flash· 2025-06-12 03:24
进入6月以来,大秦铁路平均每天有90多对重载列车穿梭往来,煤炭日运量超过110万吨。为做好迎峰度 夏期间的能源保供,铁路方面积极挖潜提效,优化列车装运和开行流程,做到应装尽装,确保运输全过 程高效顺畅。同时,主动加强与煤矿企业、电厂企业的沟通协调,及时掌握煤矿生产动态和电厂电煤需 求情况,精准调配运力,全力满足电煤运输需求。(央视新闻) ...
对话交运:如何看待运煤铁路运费二次下浮?
2025-06-11 15:49
对话交运:如何看待运煤铁路运费二次下浮?20250611 摘要 铁路运费下调具有结构性和时限性,主要受煤炭需求疲软和上游产能增 加影响,目前暂定至 6 月 30 日,但可能延长。降价旨在保证运输量和 市场份额,是铁路公司与煤炭公司共同寻求的结果。 新疆将军庙地区到成都的煤炭铁路运输费用约为每吨 470-480 元,若运 费下调 15%,运输成本可减少约 60-70 元。不同线路降价幅度不同, 对东部地区竞争压力更大。 铁路行业成本主要包括折旧和人工成本,其中人工成本每年上涨约 5%。大秦铁路货运价格自 2015 年以来未涨,但在通缩环境下存在涨价 可能,与逆周期调控政策相符。 短期内,可通过交通运输部数据监测迎峰度夏旺季的铁路货运量和运费 走势。近期数据显示,6 月同比下降 2%,5 月同比增长 1%,高频指标 显示铁路货运量有所下调。 大秦铁路 5 月初运量同比去年增长 3%-5%,但近期高频数据显示增长 趋势不明显,面临压力。山西煤炭增产,大同到秦皇岛煤炭价差约为每 吨 30 元,贸易商有获利空间。 Q&A 今年(2025 年)以来煤炭运输的铁路运费下调情况是怎样的?包括下调时间 点、延续时间、运费下调比 ...
大秦铁路: 2024年营收746.27亿元
Zhong Zheng Wang· 2025-04-30 09:03
2024年公司通过刚性成本管控实现经营效率提升,展现较强的管理质量。值得关注的是,大秦铁路在同 时公布的《大秦铁路股份有限公司估值提升计划》中表示,公司致力于持续优化长期发展和股东回报, 与广大股东共享发展红利,上市以来连续18年不间断现金分红,年均分红比例超过50%,累计分红 1083.6亿元。连续19年实施高比例分红,2024年拟每10股派现1.4元,为投资者提供稳定回报。 当前铁路货运行业正经历深刻变革。随着公转铁政策深化和运输结构调整,大秦铁路依托重载技术优势 和路网协同效应,持续巩固市场地位。2024年非煤运输增量贡献显著,光伏产品、化工原料等新兴品类 占比提升至12%。在成本端,公司通过智能化改造降低单位能耗,2024年吨公里运输成本同比下降 3.2%,降本增效成果显现。 机构研报指出,短期看,山西煤炭保供政策落地将推动运量回升;中长期看,公司成本控制能力和分红 稳定性构筑安全边际,大秦铁路作为中特估标的中稀缺的高股息资产,若运价市场化改革取得突破,盈 利弹性将显著释放,叠加资产整合预期,估值提升空间较大。 作为以煤炭运输为主业的龙头企业,大秦铁路2024年货物发送量完成7.06亿吨,其中非煤货品 ...
申万宏源证券晨会报告-20250430
今日重点推荐 2025 年 04 月 30 日 九号公司(689009)2024 年报和 2025 年一季报点评:25Q1 业绩超预期,新品类放量,盈利能力提升 ◼ 智能短交通先锋,秉承工程师文化,持续推进技术创新和产品迭代,商业 变现能力强,节奏快。考虑到规模效应释放超预期,我们调高 2025-2026 年归母净利预测至 18.98/27.00 亿元(前值为 16.36/22.74 亿元),新增 2027 年预测 36.00 亿元,2025-2027 年同比为 75.1%/42.2%/33.3%,当 前市值对应 PE 为 24X/17X/13X,维持"买入"评级。 ◼ 风险提示:海外消费景气度回落、国内电动两轮车竞争加剧。 (联系人:屠亦婷/张文静) | 指数 | 收盘 | | 涨跌(%) | | | --- | --- | --- | --- | --- | | 名称 | (点) | 1 日 | 5 日 | 1 月 | | 上证指数 | 3287 | -0.0 | -1.9 | -0.4 | | 深证综指 | 1902 | 5 0.24 | 3 -6.1 | -0.34 | 贵州茅台(600519):业绩 ...
“煤运通道”大秦铁路春季集中修施工收官
Zhong Guo Xin Wen Wang· 2025-04-28 12:54
Core Points - The Daqin Railway, known as "China's first heavy-load railway," successfully completed its spring maintenance ahead of schedule, enhancing its capacity for energy transportation during the upcoming peak summer season [1][4]. Group 1: Maintenance Overview - The maintenance period lasted from April 1 to April 27, with trains halted daily from 9 AM to 12 PM for comprehensive inspections and repairs [3][4]. - Key maintenance activities included the replacement of 275.7 kilometers of track, cleaning of 178.4 kilometers of track, and the replacement of 11,000 sleepers [3][4]. Group 2: Infrastructure Improvements - The maintenance also involved the upgrade of the switch at the terminal station, improving the stability and safety of heavy-load train operations [4]. - A significant bridge replacement project was completed, enhancing the shear, crack resistance, and load-bearing capacity of the bridge, ensuring smooth coal transport [4]. Group 3: Operational Efficiency - The maintenance project saw the highest recorded investment in manpower and machinery, with nearly 20,000 workers and 234 multifunctional maintenance machines deployed [4]. - The average daily transport volume during the maintenance period reached 1.001 million tons, demonstrating a successful balance between maintenance and operational efficiency [4].