每经AI快讯，江西长运（SH 600561，收盘价：6.84元）11月24日晚间发布公告称，公司第十届第三十 二次董事会会议于2025年11月24日以通讯表决方式召开。会议审议了《关于召开公司2025年第三次临时 股东会的议案》等文件。 截至发稿，江西长运市值为19亿元。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 2024年1至12月份，江西长运的营业收入构成为：汽车客运占比47.56%，货物运输占比25.31%，其他业 务占比18.26%，销售业务占比8.87%。 （记者 曾健辉） ...

格隆汇11月6日丨大秦铁路(601006.SH)公布，2025年10月，公司核心经营资产大秦线完成货物运输量 3,251万吨，同比下降4.7%。日均运量104.9万吨。大秦线日均开行重车69.2列，其中：日均开行2万吨列 车50.9列。2025年1-10月，大秦线累计完成货物运输量31,838万吨，同比减少0.7%。 ...

Core Viewpoint - Daqin Railway (601006.SH) reported a decline in cargo transportation volume for the Daqin Line, indicating potential challenges in operational performance [1] Summary by Relevant Sections Cargo Transportation Volume - In October 2025, the Daqin Line completed a cargo transportation volume of 32.51 million tons, representing a year-on-year decrease of 4.7% [1] - The average daily transportation volume was 1.049 million tons [1] - The Daqin Line operated an average of 69.2 heavy trains per day, with 50.9 trains carrying 20,000 tons each [1] Year-to-Date Performance - From January to October 2025, the cumulative cargo transportation volume of the Daqin Line reached 318.38 million tons, showing a year-on-year reduction of 0.7% [1]

Core Viewpoint - Ningbo Port announced an expected completion of container throughput of 4.56 million TEUs in 2025, representing a year-on-year growth of 12.4% [1] - The expected completion of cargo throughput is 99.6 million tons, with a year-on-year growth of 5.3% [1] Summary by Category - **Container Throughput** - Expected to reach 4.56 million TEUs by October 2025, indicating a growth of 12.4% compared to the previous year [1] - **Cargo Throughput** - Anticipated to complete 99.6 million tons by October 2025, reflecting a growth of 5.3% year-on-year [1] - **Cautionary Note** - The business data provided is based on rapid statistical estimates and may differ from the final actual figures, prompting a reminder for investors to be cautious [1]

Core Viewpoint - Guangzhou Port (601228.SH) expects to achieve a container throughput of 2.255 million TEUs in October 2025, representing a year-on-year increase of 3.2% [1] - The company anticipates a cargo throughput of 49.84 million tons in the same month, reflecting a year-on-year growth of 1.3% [1] Summary by Category Container Throughput - For the period of January to October 2025, the company projects a total container throughput of 22.371 million TEUs, which is a year-on-year increase of 6.4% [1] Cargo Throughput - The expected cargo throughput for the same period (January to October 2025) is 481.271 million tons, showing a year-on-year growth of 2.1% [1]

Core Viewpoint - Qingdao Port (06198) reported a total cargo throughput of 546 million tons for the nine months ending September 30, 2025, representing a year-on-year increase of 2.4% [1] - The container throughput reached 25.84 million TEUs, reflecting a year-on-year growth of 7.1% [1] Summary by Category - **Cargo Throughput** - Total cargo throughput for the period was 546 million tons, which is a 2.4% increase compared to the previous year [1] - **Container Throughput** - The company achieved a container throughput of 25.84 million TEUs, marking a 7.1% year-on-year growth [1]

Core Insights - Qingdao Port (06198.HK) reported a total cargo throughput of 545.75 million tons for the nine months ending September 30, 2025, representing a year-on-year increase of 2.4% [1] - The container throughput reached 25.84 million TEUs, reflecting a year-on-year growth of 7.1% [1] Summary by Category - **Cargo Throughput** - Total cargo throughput was 545.75 million tons, with a growth rate of 2.4% compared to the previous year [1] - **Container Throughput** - Container throughput amounted to 25.84 million TEUs, showing a year-on-year increase of 7.1% [1]

Group 1 - Jiangxi Changyun (SH 600561) announced on October 27 that its 10th Board of Directors held its 30th meeting via telecommunication to review the Q3 2025 report [1] - For the year 2024, Jiangxi Changyun's revenue composition is as follows: passenger transport accounts for 47.56%, freight transport for 25.31%, other businesses for 18.26%, and sales for 8.87% [1] - As of the report date, Jiangxi Changyun has a market capitalization of 2.1 billion yuan [1]

Group 1: Passenger and Cargo Throughput Performance - In September, the overall passenger throughput in the industry showed a year-on-year increase, while cargo throughput varied among companies [1][2] - Baiyun Airport reported a passenger throughput of 6.601 million, up 10.84% year-on-year, and a cargo throughput of 20.13 thousand tons, down 0.78% [1] - Xiamen Airport recorded a passenger throughput of 2.3113 million, up 3.05% year-on-year, and a cargo throughput of 3.27 thousand tons, down 2.04% [1] - Shenzhen Airport's passenger throughput reached 5.1016 million, up 3.18%, with cargo throughput at 17.08 thousand tons, up 4.94% [1] - Beibu Gulf Port reported a cargo throughput of 30.1612 million tons in September, up 9.00% year-on-year [1] Group 2: Cumulative Performance Data - As of October 13, Shenzhen Airport's cumulative passenger throughput for the year reached 48.9135 million, up 8.15%, and cargo throughput was 1.4988 million tons, up 11.73% [2] - Domestic passenger throughput at Shenzhen Airport was 44.2489 million, up 6.70%, while international passenger throughput was 4.2889 million, up 25.76% [2] - Zhuhai Port reported a cumulative cargo throughput of 41.7485 million tons for the year, up 1.25%, with a third-quarter throughput of 14.7796 million tons, down 5.44% [2] Group 3: Container and Cargo Throughput Forecasts - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, down 0.8%, and a cargo throughput of 47.845 million tons, up 4.1% [3] - For the first nine months of 2025, Guangzhou Port anticipates a container throughput of 20.165 million TEUs, up 7.0%, and a cargo throughput of 433.678 million tons, up 2.7% [3] - Qinhuangdao Port, Caofeidian Port, and Huanghua Port reported respective throughput increases of 4.55%, 4.96%, and 8.24% for the nine months ending September 30, 2025 [3]

Core Viewpoint - Ningbo Port (601018.SH) anticipates significant growth in container and cargo throughput for 2025, indicating a positive outlook for the company's operational performance [1] Container Throughput - The company expects to achieve a container throughput of 4.64 million TEUs in September 2025, representing a year-on-year increase of 13.3% [1] - For the period from January to September 2025, the cumulative container throughput is projected to reach 3.924 million TEUs, reflecting a year-on-year growth of 9.9% [1] Cargo Throughput - The forecast for total cargo throughput in September 2025 is 105.12 million tons, which marks a year-on-year increase of 16.4% [1] - The cumulative cargo throughput for the first nine months of 2025 is expected to be 911.45 million tons, showing a year-on-year growth of 6.8% [1]