来源：新浪证券-红岸工作室 12月19日，青岛港涨0.12%，成交额1.22亿元，换手率0.26%，总市值564.73亿元。 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% 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 今日主力净流入-211.29万，占比0.02%，行业排名18/35，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-1.32 ...

Core Viewpoint - Qingdao Port's stock has shown a positive trend with a 2.11% increase, reflecting strong market interest and favorable conditions due to its strategic location and recent partnerships [1][2]. Group 1: Market Performance - Qingdao Port's trading volume reached 249 million yuan with a turnover rate of 0.53%, and its total market capitalization stands at 56.473 billion yuan [1]. - The stock has experienced a net outflow of 10.5829 million yuan today, indicating a lack of clear trend from major investors [3][4]. Group 2: Strategic Positioning - Qingdao Port is strategically located near South Korea, benefiting from the China-South Korea Free Trade Agreement, enhancing its role in Northeast Asia's port network [2]. - The port serves as a critical node in the "Belt and Road" initiative and is recognized as the world's seventh-largest port, contributing to its operational advantages [2]. Group 3: Financial Performance - Over the past three years, Qingdao Port's dividend yields were 4.80%, 4.74%, and 3.45%, showcasing its commitment to returning value to shareholders [2]. - For the period from January to September 2025, Qingdao Port reported a revenue of 14.238 billion yuan, a year-on-year increase of 1.86%, and a net profit of 4.180 billion yuan, up 6.33% [6]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 38,300, reflecting growing investor interest [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 last three years [7]. Group 5: Institutional Holdings - Major institutional shareholders include the Southern S&P China A-share Large Cap Dividend Low Volatility ETF and Hong Kong Central Clearing Limited, both of which have increased their holdings recently [8].

Core Viewpoint - Qingdao Port's stock experienced a decline of 1.87% on November 24, with a trading volume of 260 million yuan and a market capitalization of 54.59 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 reported operating income of 14.24 billion yuan for the first nine months of 2025, a year-on-year increase of 1.86%, and a net profit of 4.18 billion yuan, up 6.33% [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 business includes the handling of containers, metal ores, coal, crude oil, and various logistics and port services, with the breakdown of revenue sources being 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other services [6] - The company has signed a cooperation agreement with Huawei to accelerate the development of smart port operations in major domestic ports [3] Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 38,300, reflecting a 7.23% rise [6] - The top ten circulating shareholders include various funds, with notable increases in holdings from Southern S&P China A-share Large Cap Dividend Low Volatility ETF and Hong Kong Central Clearing Limited [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 has shown a decline of 1.48% in stock price with a trading volume of 393 million yuan and a market capitalization of 56.083 billion yuan, indicating a potential investment opportunity amidst recent market fluctuations [1]. Company Overview - Qingdao Port International Co., Ltd. is primarily engaged in the loading and unloading of various goods including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - The company was established on November 15, 2013, and listed on January 21, 2019, with a revenue composition of 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]. 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 [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]. Market Position and Strategic Initiatives - Qingdao Port is strategically located in the Bohai Sea region and is a key player in the China-South Korea Free Trade Agreement, benefiting from its proximity to South Korea [2]. - The port is recognized as a significant node in the Belt and Road Initiative and is the only comprehensive operator in the Qingdao Port area, which is the seventh largest port globally [2]. 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 4.2475 million yuan from main funds today, with a lack of clear trends in main fund movements [4][5]. Shareholder Composition - As of June 30, 2025, the number of shareholders increased by 14.46% to 35,700, indicating growing interest in the stock [6][8]. - Notable shareholders include the Southern S&P China A-Share Large Cap Dividend Low Volatility ETF and Hong Kong Central Clearing Limited, with slight changes in their holdings [8].

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].

Core Viewpoint - Qingdao Port is experiencing a slight decline in stock price, with a market capitalization of 56.473 billion and a trading volume of 143 million on August 19 [1] Group 1: Company Overview - Qingdao Port 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] - The company is strategically located in the Shandong Peninsula, close to South Korea, benefiting from the China-South Korea Free Trade Agreement [2] - Qingdao Port has shown stable growth in revenue and profit over recent years, being a key node in the "Belt and Road" initiative and the seventh largest port globally [2] Group 2: Financial Performance - The company reported a revenue of 4.807 billion with a year-on-year growth of 8.51% and a net profit of 1.402 billion, reflecting a 6.51% increase [6] - Over the past three years, the dividend yields were 4.80%, 4.74%, and 3.45% respectively, with a total of 12.818 billion distributed since its A-share listing [2][7] Group 3: Market Activity - The stock has seen a net outflow of 13.2137 million from major investors, indicating a trend of reduced holdings over the past three days [3][4] - The average trading cost of the stock is 8.11, with the current price near a support level of 8.67, suggesting potential volatility if this support is breached [5] Group 4: Institutional Holdings - As of March 31, 2025, the top ten shareholders include E Fund Stable Income Bond A and Hong Kong Central Clearing Limited, with the latter reducing its holdings significantly [8]

Core Viewpoint - Qingdao Port is experiencing a slight decline in stock price, with a market capitalization of 57.38 billion and a trading volume of 139 million on August 13 [1] Company Overview - Qingdao Port International Co., Ltd. is engaged in the loading and unloading of various goods including containers, metal ores, coal, and crude oil, as well as logistics and port value-added services [6] - The company is strategically located in Shandong Peninsula, close to South Korea, benefiting from the China-South Korea Free Trade Agreement [2] - Qingdao Port has shown steady growth in revenue and profit, being a key node in the "Belt and Road" initiative and the seventh largest port in the world [2] Financial Performance - In the first quarter of 2025, Qingdao Port achieved a revenue of 4.807 billion, representing a year-on-year growth of 8.51%, and a net profit attributable to shareholders of 1.402 billion, up 6.51% [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][7] - Cumulatively, the company has distributed 11.515 billion in dividends since its A-share listing, with 6.048 billion in the last three years [7] Market Activity - On August 13, the stock saw a net inflow of 8.3385 million from major investors, ranking third in its industry [3] - The average trading cost of the stock is 8.10, with recent buying activity indicating a potential accumulation, although the strength of this accumulation is weak [5] Shareholder Structure - As of March 31, 2025, the number of shareholders increased to 31,200, with no change in the average circulating shares per person [6] - Notable shareholders include E Fund Stable Income Bond A and Hong Kong Central Clearing Limited, with the latter reducing its holdings significantly [8]