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海通发展:大台北海运有限公司主要从事国际干散货航运业务,如运输煤炭、粮食等货种
Mei Ri Jing Ji Xin Wen· 2025-11-04 07:48
海通发展(603162.SH)11月4日在投资者互动平台表示,大台北海运有限公司是公司的单船子公司,主 要从事国际干散货航运业务,如运输煤炭、粮食等货种。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问全资子公司大台北海运有限公司主要做什么的? ...
港股异动 | 辽港股份(02880)涨超5% 辽港集团大连港散粮码头粮食运输量效齐升 年内货物吞吐量增幅近40%
智通财经网· 2025-10-23 03:31
Core Viewpoint - Liaoport Co., Ltd. (02880) has seen a significant increase in stock price, attributed to the growth in grain transportation at Dalian Port, which has achieved a nearly 40% year-on-year increase in throughput volume [1] Group 1: Company Performance - Liaoport's stock rose over 5%, currently at 0.96 HKD with a trading volume of 113 million HKD [1] - The company reported substantial growth in the first half of the year, driven by increased revenues from oil products and container business, as well as higher investment income from joint ventures [1] - The Dalian Port grain terminal has expanded its operations, particularly in domestic corn, which saw a throughput increase of over 600% year-on-year [1] Group 2: Industry Insights - The Dalian Port grain terminal has adopted innovative operational models to enhance efficiency and attract more cargo [1] - The impact of the US-China port fee imposition is expected to lead to a reallocation of global shipping resources, potentially increasing freight rates due to supply chain disruptions [1] - The overall industry outlook is positive, with expectations that port fees may be passed on to customers, thereby raising the baseline for global oil and bulk shipping rates [1]
辽港股份涨超5% 辽港集团大连港散粮码头粮食运输量效齐升 年内货物吞吐量增幅近40%
Zhi Tong Cai Jing· 2025-10-23 03:29
据悉,辽港股份披露中季报时表示,对于上半年业绩的大幅增长,这主要系油品、集装箱业务的收益增 加,合联营企业投资收益增加,以及收回长期款项转回信用减值损失等方面影响。此外,值得一提的 是,对于中美互征港口费对航运影响,华泰证券表示,短期看,船公司或重新调配全球船舶部署和港口 挂靠,以减少相关成本,将造成供应链扰动,推升运价。油运、散货方面,行业景气上行,港口费有望 转嫁给客户。若港口费持续征收,将系统性推升全球油运、散货运价中枢。 消息面上,据中国证券网报道,近日,有记者从辽港集团获悉,作为东北地区粮食南运的重要海上通 道,辽港集团大连港散粮码头创新模式促协同,积极拓宽粮食通道,实现粮食运输量效齐升。今年截至 目前,大连港散粮码头完成货物吞吐量同比增幅近40%,其中内贸玉米吞吐量同比增幅超6倍。据介 绍,以国内玉米市场回暖为契机,大连港散粮码头拓展敞顶箱发运业务模式,压缩粮食作业环节,有效 提升了粮食周转效率,吸引大批货源集港。 辽港股份(601880)(02880)涨超5%,截至发稿,涨4.35%,报0.96港元,成交额1.13亿港元。 ...