来源：新浪证券-红岸工作室 3、公司主要从事集装箱、金属矿石、煤炭、原油等各类货物的装卸和配套服务、物流及港口增值服 务、港口配套服务、金融服务等。 4、公司作为百年老港、"一带一路"的重要节点以及世界第七大港青岛港区的唯一综合运营商，近年来 经营业绩表现良好，收入及盈利规模稳步增长。 5、华为与青岛港签合作协议，在国内主要大港加速拓展智慧港口业务 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 11月24日，青岛港跌1.87%，成交额2.60亿元，换手率0.57%，总市值545.90亿元。 异动分析 中韩自贸区+高股息精选+航运概念+一带一路+华为概念 1、青岛地处山东半岛，离韩国的距离很近，并且青岛进出口企业与韩国有往来，中韩自贸协议的签 署， 青岛港区位于中国环渤海地区港口群及长江三角洲港口群的中心地带,占有东北亚港口沿线的中心 位置，给青岛港带来利好 2、青岛港最近3年的股息率分别为：4.80%，4.74%，3.45% 今日主力净流入1017.34万，占比0.05%，行业排名8/35，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-1.45亿 ...

Core Viewpoint - Qingdao Port's stock experienced a decline of 1.24% on November 13, with a trading volume of 189 million yuan, indicating a low financing balance and activity in the market [1][2]. Financing Summary - On November 13, Qingdao Port had a financing buy-in amount of 16.90 million yuan and a financing repayment of 13.00 million yuan, resulting in a net financing buy of 3.90 million yuan [1]. - The total financing and securities balance for Qingdao Port reached 92.76 million yuan, with the financing balance accounting for 0.20% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low position [1]. Securities Lending Summary - On November 13, Qingdao Port repaid 2,000 shares in securities lending, with no shares sold, resulting in a selling amount of 0.00 yuan [1]. - The remaining securities lending volume was 3,200 shares, with a balance of 28,100 yuan, which is below the 10th percentile level over the past year, also indicating a low position [1]. Company Overview - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019. Its main business includes loading and unloading various goods such as containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2]. - As of September 30, the company had 38,300 shareholders, an increase of 7.23% from the previous period, with an average of 0 circulating shares per shareholder [2]. - For the period from January to September 2025, Qingdao Port achieved an operating income of 14.24 billion yuan, a year-on-year increase of 1.86%, and a net profit attributable to shareholders of 4.18 billion yuan, a year-on-year increase of 6.33% [2]. Dividend Summary - Since its A-share listing, Qingdao Port has distributed a total of 12.82 billion yuan in dividends, with 5.69 billion yuan distributed over the past three years [3]. Institutional Holdings Summary - As of September 30, 2025, the top ten circulating shareholders of Qingdao Port included the Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF, which increased its holdings by 2.88 million shares [3]. - Hong Kong Central Clearing Limited also increased its holdings by 3.07 million shares, while ICBC Dividend Preferred Mixed A Fund entered as a new shareholder with 2.01 million shares [3].

Core Viewpoint - The 2025 High-Quality Development Forum for Listed Companies and the 27th Golden Bull Award Ceremony took place in Nantong, Jiangsu, highlighting the achievements of listed companies, with Qingdao Port's chairman receiving a prestigious award [1][4]. Group 1: Event Overview - The forum's theme was "Moving Towards New Horizons, Achieving Practical Goals, and Igniting the Future" [1]. - The Golden Bull Award is a significant recognition in China's capital market, established in 1999, focusing on transparency and professionalism [4][5]. Group 2: Company Profile - Qingdao Port was listed on the Hong Kong Stock Exchange on June 6, 2014, and on the Shanghai Stock Exchange on January 21, 2019 [4]. - The company operates major port areas including Qingdao Qianwan, Huangdao Oil Port, Dongjiakou, Dagang, and Weihai, providing services for various cargo types such as containers, metal ores, coal, and crude oil [4]. - Qingdao Port boasts advanced terminal facilities capable of accommodating the world's largest container ships and fully automated container terminals, maintaining a leading global unloading efficiency [4]. Group 3: Award Details - The Golden Bull Award includes nine categories, such as "Most Investment Value Award," "Golden Bull Entrepreneur Achievement Award," and "Golden Bull Secretary Award" [5]. - The "Golden Bull Entrepreneur Achievement Award" recognizes outstanding leaders in terms of leadership, industry influence, social responsibility, and corporate governance [5].

每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ 每经AI快讯，青岛港（SH 601298，收盘价：8.87元）10月28日晚间发布公告称，公司第五届第一次董 事会会议于2025年10月28日在山东省青岛市市北区港极路7号山东港口大厦2315会议室召开。会议审议 了《关于选举青岛港国际股份有限公司第五届董事会董事长的议案》等文件。 2025年1至6月份，青岛港的营业收入构成为：物流及港口增值服务占比36.96%，金属矿石和煤炭及其 他货物处理以及配套服务占比24.62%，液体散货处理及配套服务占比17.11%，集装箱处理及配套服务 占比14.99%，港口配套服务占比6.32%。 截至发稿，青岛港市值为576亿元。 （记者 贾运可） ...

Core Viewpoint - Qingdao Port has shown a positive performance with a stock price increase of 1.14% and a trading volume of 199 million yuan, reflecting its strong market position and growth potential [1] Group 1: Financial Performance - Qingdao Port's dividend yields over the past three years were 4.80%, 4.74%, and 3.45%, indicating a consistent return to shareholders [2] - For the first half of 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, up 7.58% year-on-year [6] - Since its A-share listing, Qingdao Port has distributed a total of 12.818 billion yuan in dividends, with 5.687 billion yuan distributed over the last three years [7] Group 2: Strategic Positioning - Qingdao Port is strategically located in the center of the Bohai Rim and Yangtze River Delta port clusters, benefiting from the proximity to South Korea and the signing of the China-South Korea Free Trade Agreement [2] - The company operates as a comprehensive operator of the Qingdao Port, which is a key node in the Belt and Road Initiative and ranks as the seventh largest port in the world [2] Group 3: Business Operations - The main business activities of Qingdao Port include the loading and unloading of containers, metal ores, coal, crude oil, and various logistics and value-added port services [2][6] - The revenue composition of Qingdao Port is as follows: 56.72% from loading and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6] Group 4: Market Activity - The stock has seen a net outflow of 13.7123 million yuan from main funds today, with a ranking of 30 out of 35 in its industry, indicating a lack of strong buying interest [3][4] - The average trading cost of the stock is 8.08 yuan, with the current price fluctuating between resistance at 8.93 yuan and support at 8.81 yuan, suggesting potential for short-term trading strategies [5]

Core Viewpoint - Qingdao Port's stock experienced a decline of 1.02% on October 24, with a trading volume of 118 million yuan and a market capitalization of 56.732 billion yuan [1] Group 1: Market Position and Performance - Qingdao Port is strategically located near South Korea, benefiting from the China-South Korea Free Trade Agreement, enhancing its position in the Northeast Asia port network [2] - The company has shown stable growth in revenue and profit, with a recent revenue of 9.434 billion yuan for the first half of 2025, representing a year-on-year increase of 4.04%, and a net profit of 2.842 billion yuan, up 7.58% [6] - The company has a history of high dividend yields, with rates of 4.80%, 4.74%, and 3.45% over the past three years [2] Group 2: Business Operations - Qingdao Port's main operations include the handling of containers, metal ores, coal, crude oil, and various logistics and port services [2][6] - The revenue composition is as follows: 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6] Group 3: Recent Developments - A partnership has been established between Huawei and Qingdao Port to accelerate the development of smart port operations in major domestic ports [3] - The stock has seen a net outflow of 9.5412 million yuan from main funds today, indicating a lack of clear trend in main fund movements [4][3] Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 14.46% to 35,700, with no change in average circulating shares [6] - The top ten circulating shareholders include various funds, with notable new entries and changes in holdings [8]

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a partnership with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sector [2][3]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - The revenue composition of the company includes 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Group 2: Financial Performance - As of June 30, 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, with a growth of 7.58% [6]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the past three years [7]. Group 3: Market Position and Trends - Qingdao Port is recognized as a significant node in the "Belt and Road" initiative and is the only comprehensive operator of the world’s seventh-largest port [2]. - The port's stock has shown a dividend yield of 4.80%, 4.74%, and 3.45% over the past three years, indicating a consistent return to shareholders [2]. - The stock's average trading cost is 8.03 yuan, with the current price near a support level of 8.49 yuan, suggesting potential for price movement [5]. Group 4: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 14.46% to 35,700, indicating growing interest in the stock [6]. - Notable institutional shareholders include the Southern S&P China A-share Large Cap Dividend Low Volatility ETF and Hong Kong Central Clearing Limited, reflecting institutional confidence in the company [8].

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a partnership with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sector [2][3]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - The revenue composition of the company includes 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Group 2: Financial Performance - As of June 30, 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, with a growth of 7.58% [6]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the past three years [7]. Group 3: Market Position and Trends - Qingdao Port's stock price increased by 0.82% on September 23, with a trading volume of 208 million yuan and a market capitalization of 56.018 billion yuan [1]. - The stock has shown a dividend yield of 4.80%, 4.74%, and 3.45% over the past three years, indicating a consistent return to shareholders [2]. - The company is recognized as a key node in the "Belt and Road" initiative and is the only comprehensive operator of the Qingdao Port, which is the seventh largest port in the world [2]. Group 4: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include the Southern S&P China A-share Large Cap Dividend Low Volatility ETF, which holds 22.6229 million shares, marking it as a new shareholder [8]. - Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 19.2839 million shares, with a slight increase from the previous period [8].

Core Viewpoint - Qingdao Port has shown positive performance due to its strategic location, recent agreements, and stable financial growth, making it an attractive investment opportunity in the shipping and logistics sector [2][3][6]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling of containers, metal ores, coal, crude oil, and provides logistics and port value-added services [6]. - Revenue composition includes 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Group 2: Financial Performance - As of June 30, 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, up 7.58% year-on-year [6]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the past three years [7]. Group 3: Market Position and Strategic Initiatives - Qingdao Port is positioned as a key node in the "Belt and Road" initiative and is recognized as the seventh largest port globally, contributing to its strong operational performance [2][6]. - A recent partnership with Huawei aims to accelerate the development of smart port operations across major domestic ports [3]. Group 4: Stock Performance and Investor Sentiment - On September 19, Qingdao Port's stock rose by 1.76%, with a trading volume of 149 million yuan and a market capitalization of 56.278 billion yuan [1]. - The stock has a historical dividend yield of 4.80%, 4.74%, and 3.45% over the past three years, indicating a consistent return to shareholders [2].

Core Viewpoint - Qingdao Port is experiencing steady growth in revenue and profit, benefiting from its strategic location and recent partnerships, particularly with Huawei, to enhance its smart port operations [3][4]. Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [7]. - The company primarily engages in the loading and unloading of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2][7]. - The revenue composition includes 56.72% from loading and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [7]. Financial Performance - For the first half of 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, up 7.58% year-on-year [7]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the past three years [8]. Market Position and Strategic Advantages - Qingdao Port is strategically located in the center of the Bohai Sea and Yangtze River Delta port clusters, enhancing its position as a key player in Northeast Asia's port network [3]. - The signing of the China-South Korea Free Trade Agreement is expected to further benefit Qingdao Port due to its proximity to South Korea and existing trade relations [3]. Recent Developments - A partnership with Huawei has been established to accelerate the development of smart port operations at major domestic ports [4]. - The stock has seen a recent net inflow of 2.2727 million yuan, indicating increased interest from major investors [4][5].