央视网消息：2025年的12月18日，海南自贸港全岛封关运作，进入开放发展新阶段。目前，距离全岛封关运作还有70多天。作为海南自贸港 的"样板间"，洋浦承接了全岛超七成的进口货物量，许多首创政策都是在这里试点后推广全岛。为了能让自贸港的多项开放政策快速落地惠及 更广的人群，洋浦现在正在做什么？ 海口海关所属洋浦海关监管处处长黎文介绍，现在企业迫切需要他们对这些政策有一个解读。目前，结合现在封关运作后要下发、要实施的这 些政策做了全面梳理。后续会把这些信息通过宣讲的方式带到企业，让他们能够更快、更顺利享受政策红利。 洋浦如何让货物离岛效率更高？ 全岛封关运作之后，海南自贸港针对进入内地的货物设有特殊的"二线"监管方式。预计未来会有更多的货物经由海南自贸港销往内地，这对通 关速度和时效提出更高要求。洋浦如何进行更加精准管理提升效率？ 记者在采访的时候，就遇上了一次由洋浦多个职能部门和外贸、港口企业，共同参与的全要素演练。 封关之后，一些类型的货物离岛有新的查验和通行管理方式，这个过程涉及的部门多、环节多，所以最近只要天气允许，洋浦每周都要进行两 次实地演练，所有与封关之后货物运往内地相关的部门都要参与其中。演练结 ...

Group 1 - The core report, the Container Port Performance Index (CPPI) 2020-2024, indicates that seven Chinese ports are ranked among the top ten globally in 2024, with Dalian Port rising to fourth place [1][4] - The CPPI covers 403 ports worldwide, utilizing data from over 175,000 ship calls and 247 million container operations, assessing ports based on turnaround time, cargo handling, infrastructure quality, and digital integration [4] - Dalian Port's ranking improved from 42nd to 14th and then to 4th over three years, attributed to advancements in automation, IT applications, and data sharing among port and logistics entities [4] Group 2 - Dalian Port has expanded its service network, adding direct shipping routes to key regions including Europe and South America, with a total of 106 container shipping routes covering over 300 ports in 160 countries [5] - The port has maintained rapid growth in container throughput for four consecutive years, enhancing its status as a foreign trade hub and supporting high-level openness for Dalian [5] - The "Dayaowan Smart Port 2.0" project was completed in December 2022, introducing innovative concepts such as "smart operations," "intelligent management," and "eco-friendly environments" to enhance port efficiency [5]

2025年9月3日，堪称"物流界奥斯卡"的"亚洲货运、物流及供应链大奖"Asian Freight, Logistics and Supply Chain(AFLAS)颁奖典礼在香港举行。盐田国际荣获"亚洲最佳集装箱码头(超 400 万标箱)"大奖 Best Container Terminal - Asia(Over 4 million TEUs)，这是盐田国际继2018年和2023年第三次摘得这一重 量级荣誉。 实力铸就的"三连冠"，揭秘获奖背后 盐田国际董事总经理岑启成表示："在过去的八年里，盐田国际三次荣获'亚洲最佳集装箱码头'大奖和 四度荣膺'全球最佳绿色集装箱码头'大奖。借此机会向各业务伙伴、客户、政府和股东的坚实支持，特 别是全体员工的努力和贡献，表示衷心的感谢。盐田国际将继续与各持份者，以及香港葵青货柜码头紧 密合作、优势互补，合力发挥好"内联外通"枢纽作用，共同打造高效、有韧性且可持续的供应链体 系。" 实力之一：天然深水良港，大船全天候通行无阻 作为全球超大型船舶首选港之一，以及大部分航线离开华南的最后挂靠港，拥有"密、多、快、高"的优 质海运服务。每周提供百条航线通达全球，不仅让企业物流 ...

Core Viewpoint - Yantian International has been awarded the "Asia's Best Container Terminal (over 4 million TEUs)" at the "Asian Freight, Logistics and Supply Chain Awards," marking its third win of this prestigious honor since 2018 and 2023 [1] Group 1 - Yantian International has won the "Asia's Best Container Terminal" award three times in the past eight years and has also received the "Global Best Green Container Terminal" award four times [3] - The company emphasizes collaboration with stakeholders and the Kwai Tsing Container Terminal in Hong Kong to enhance the efficiency and sustainability of the supply chain [3] - Yantian International boasts a natural deep-water port advantage with a channel depth of nearly 18 meters and a width of 475 meters, allowing for all-weather, two-way navigation of the world's largest container vessels [3] Group 2 - Currently, Yantian International has established 20 inland ports, 33 sea-rail intermodal routes, 15 Greater Bay Area combined ports, and 17 feeder routes, ensuring seamless connections to the national railway network and other domestic ports [5] - The company has maintained a positive growth trend in container transport volume, with a nearly 30% increase in heavy container volume expected in 2024, setting a new historical record [5] - Yantian International aims to expand its route network and enhance its role as a shipping hub, contributing to Shenzhen's development as a globally influential logistics center and reinforcing Hong Kong's status as an international shipping center [5]

Group 1: Port Industry Insights - The port industry valuation has increased due to sentiment catalysts and re-evaluation factors, particularly after the sale of terminal assets by Cheung Kong, which achieved an EV/EBITDA of 11 times, while the industry average is between 6-8 times, indicating significant re-evaluation potential [1] - Xiamen Port Development, as the only listed platform under Fujian Port Group, leverages the strategic location of Xiamen Port (the 14th largest container port globally) to establish three core businesses: bulk cargo terminals, port logistics, and port services [1] - The company plans to expand into the container terminal sector through a major asset restructuring by 2025, enhancing its position as a comprehensive modern port logistics service provider [1] - With the gradual recovery of global trade and the ongoing Belt and Road Initiative, Xiamen Port's container throughput and domestic logistics demand are expected to continue growing [1] - Xiamen Port Development is well-positioned for long-term growth due to strong port resources, policy support, and market competitiveness, especially in the context of the overall re-evaluation of the port industry [1] - Investors are encouraged to pay attention to companies like COSCO Shipping Ports and China Merchants Port, particularly COSCO Shipping Ports, which benefits from being part of the world's largest container shipping alliance [1] Group 2: AI and Data Center Infrastructure - The demand for data center infrastructure (AIDC) is entering a new cycle as global internet giants, particularly Alibaba, ByteDance, and Tencent, increase their investments in AI capabilities [4] - North America's four major cloud service providers are expected to exceed $315 billion in capital expenditures by 2025, driven by AI-related demand, leading to significant expansion in the data center industry [4] - The demand for key IT power supplies in data centers is projected to double from 49 GW in 2023 to 96 GW by 2026, with 90% of this growth attributed to AI-related needs [4] - The global market for temperature control in data centers is expected to grow from approximately $7.7 billion in 2023 to $17.8 billion by 2028, with a CAGR of about 18.4% [4] - Liquid cooling technology is becoming increasingly important in data centers, with its market share expected to rise to 33% due to the trend of increasing server cabinet power [4] - Domestic brands are likely to replace foreign brands in the backup power supply segment within data centers, especially under tight supply-demand conditions [4] Group 3: Emerging Technologies and Market Trends - Deep-sea technology has been officially included in the national future industry development priorities in the 2025 government work report, indicating the rise of this emerging industry and gaining national policy support [10] - The deep-sea technology sector has significant industrial potential, aligning with national strategic needs and offering broad market prospects, potentially becoming a new growth area for the economy [10] - The industry requires the integration of various technologies, including oceanography, artificial intelligence, and bioengineering, to advance technologies such as bionic robots and deep-sea sensors [10] - The marine economy is expected to grow robustly, with China's marine economy projected to exceed 10 trillion yuan in total by 2024 [10] - AI technology can enhance sustainable development by using intelligent sensor networks and big data analysis to assess fishery resources and formulate protection strategies [10]