Group 1 - Food security is a national priority, and the Qingdao West Coast New Area is leveraging its port advantages to develop a world-class grain unloading, storage, processing, and trading center [1] - The Dongjiakou Port area has made significant progress in grain storage logistics, with the completion of 68 modern concrete grain silos, providing a total storage capacity of nearly 700,000 tons and an annual throughput capacity of 11.5 million tons [1] - Future expansions include an investment of approximately 1.8 billion yuan to build 46 new silos, increasing storage capacity by about 460,000 tons, enhancing the port's unloading efficiency and storage scale [1] Group 2 - The Dongjiakou Port area is attracting leading global food processing and agricultural technology companies, with projects aimed at extending the value chain towards high-end production [2] - A bio-protein and bio-feed production project with a total investment of 1 billion yuan is set to start construction in September 2025, aiming for a storage capacity of 100,000 tons and an annual grain turnover of 800,000 tons [2] - The Louis Dreyfus Food Technology Industrial Center, with an investment of 7 billion yuan, will focus on oilseed processing and specialty feed protein, contributing to local agricultural modernization and linking port logistics with high-end manufacturing [2] Group 3 - The China Grain Reserve (Qingdao) storage project, with a total investment of 1.46 billion yuan, will have a storage capacity of 746,000 tons, enhancing food security and optimizing the regional grain and oil processing industry [3] - This project will fill the gap in national policy grain storage and logistics at Qingdao Port, significantly increasing grain throughput and enhancing the port's economic benefits and industry leadership [3] - The Qingdao West Coast New Area aims to create an efficient modern grain logistics hub, accelerating port upgrades and industry clustering to strengthen national food security [3]

二、终止本次交易的原因 由于日照实华被美国列入特别指定国民清单，可能对标的公司相关业务产生较大 1 影响，为维护公司及股东整体利益，经与相关方磋商，公司决定终止本次交易。2025 年12月12日，公司与日照港集团签署了有关本次交易的终止协议。 证券代码：601298 证券简称：青岛港 公告编号：临 2025-040 青岛港国际股份有限公司 关于终止现金收购日照港油品码头有限公司 100%股权及 日照实华原油码头有限公司 50.00%股权暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、交易情况概述 2025年2月21日，青岛港国际股份有限公司（以下简称"公司"）召开第四届董 事会第二十五次会议和第四届监事会第二十二次会议，同意公司现金收购日照港油品 码头有限公司（以下简称"油品公司"）100%股权和日照实华原油码头有限公司（以 下简称"日照实华"，与"油品公司"合称"标的公司"）50.00%股权（以下简称"本 次交易"），并与山东港口日照港集团有限公司（以下简称"日照港集团"）签署《青 岛港国际股份有限公司 ...

Core Viewpoint - Qingdao Port (601298.SH) has decided to terminate its planned acquisition of 100% equity in Rizhao Port Oil Products Co., Ltd. and 50% equity in Rizhao Shihua Crude Oil Terminal Co., Ltd. due to significant potential impacts from Rizhao Shihua being listed on the U.S. Specially Designated Nationals List [1] Group 1 - The acquisition was initially intended to enhance Qingdao Port's operational capabilities in the oil products sector [1] - The decision to terminate the transaction was made after consultations with relevant parties to protect the overall interests of the company and its shareholders [1] - A termination agreement regarding the transaction was signed with Rizhao Port Group on December 12, 2025 [1]

Core Viewpoint - Qingdao Port announced the termination of its planned cash acquisition of 100% equity in an oil company and 50% equity in Rizhao Shihua due to potential impacts from Rizhao Shihua being listed on the U.S. Specially Designated Nationals list [1] Group 1 - The company had previously intended to acquire 100% of the oil company and 50% of Rizhao Shihua [1] - The decision to terminate the transaction was made after discussions with relevant parties [1] - A termination agreement regarding the transaction was signed with Rizhao Port Group on December 12, 2025 [1]

青岛港公告称，公司原计划现金收购油品公司100%股权和日照实华50%股权，并于2025年2月签署相关 协议，3月股东大会审议通过。因日照实华被美国列入特别指定国民清单，可能影响标的公司业务，为 维护公司及股东利益，12月12日公司与日照港集团签署终止协议。终止交易不会产生违约责任，不损害 公司及股东利益，也不影响公司生产经营和财务状况。 ...

Core Insights - The "Guankong Tong 2.0" initiative has been officially launched, representing a significant upgrade from the previous version, "Guankong Tong 1.0," which was the first in the country to implement online processing for general cargo inspection and other innovative features [1][3] Group 1: Service Enhancements - "Guankong Tong 2.0" focuses on seven major services including cross-regional inspection, online vehicle booking, sample management, preliminary screening, quarantine processing, online seal purchasing, and internal notifications, enhancing the integration of on-site operations [3] - The initiative aims to streamline customs processes, allowing for efficient handling of goods, as demonstrated by the rapid clearance of two containers of dried chili from Southeast Asia within two days [3] Group 2: Smart Inspection Focus - The program emphasizes smart inspection for various cargo types, including grains, bulk minerals, cold chain products, hazardous materials, and consolidated shipments, providing tailored services and intelligent supervision [4] - For instance, the "Smart Cold Chain" service allows for accurate temperature monitoring of cold chain containers, significantly reducing inspection waiting times by 24-48 hours compared to previous methods [4] Group 3: Data Transmission and Security - "Guankong Tong 2.0" establishes a secure data transmission channel between customs and ports, ensuring safe data exchange and efficient processing of business transactions [5] - The initiative includes a dual authentication mechanism and an intrusion defense system to protect critical documents, enhancing the overall security and efficiency of the customs process [5] Group 4: Comprehensive Online Management - The program aims for full online management of the customs process, focusing on key areas such as grains, bulk minerals, cold chain products, hazardous materials, and consolidated shipments, thereby addressing challenges in customs clearance for major commodities [5] - By leveraging technology and optimizing processes, "Guankong Tong 2.0" enhances the efficiency of cargo flow and precision in supervision, benefiting enterprises through collaborative innovation [5]

Core Insights - The article highlights significant growth in container throughput and cargo volume at major Chinese ports, indicating a robust performance in the shipping and logistics sector as the year-end approaches [1][8]. Group 1: Coastal Ports Performance - Shanghai Port's container throughput reached 50.56 million TEUs in the first 11 months of 2025, a year-on-year increase of 6.7%, breaking the 50 million TEU mark one month earlier than last year [1][8]. - Ningbo-Zhoushan Port also achieved a historic milestone, surpassing 40 million TEUs for the first time, becoming the third global port to reach this level [1][8]. - Shenzhen Port reported a container throughput of 32.41 million TEUs from January to November 2025, reflecting a growth of 6.57% [8]. Group 2: Inland Ports Growth - Several inland ports, including Suzhou, Wuxi, and Yunnan, demonstrated remarkable growth, with Wuxi Port's container throughput increasing by 107.0% and Yunnan Port by 223.6% year-on-year [2][9]. - The importance of inland shipping is being recognized, with provinces like Guangdong and Shandong incorporating inland waterway construction into their 14th Five-Year Plans [2][15]. Group 3: National Port Statistics - Nationally, cargo throughput at ports reached 1.51 billion tons from January to October 2025, marking a 4.3% year-on-year increase, while container throughput grew by 6.4% to 29.42 million TEUs [7][8]. - The top ten ports in terms of cargo throughput include Ningbo-Zhoushan, Tangshan, and Shanghai, with each exceeding 55 million tons [7][8]. Group 4: Future Developments - The upcoming 15th Five-Year Plan is expected to bring changes to port layouts and enhance the integration of coastal and inland ports, focusing on optimizing resources and improving infrastructure [11][15][16]. - Specific plans include the development of a modernized inland waterway network in provinces like Henan, aiming for a cargo throughput of over 100 million tons during the 15th Five-Year period [15][16].

| | 1201(L) | 1.375,000(L) | HKD 7.3015 | 98,311,317(L) 8.95(L)08/12/2025 | | --- | --- | --- | --- | --- | | S20251211E00271 FMR LLC | | | | | 格隆汇12月12日丨根据联交所最新权益披露资料显示，2025年12月8日，青岛港(06198.HK)遭FMR LLC在场内以每股均价7.3015港元减持137.5万股，涉资约 1003.96万港元。 减持后，FMR LLC最新持股数目为9831.132万股，持股比例由9.07%下降至8.95%。 | 股份代號: | 06198 | | --- | --- | | 上市法國名稱: | 青島港國際股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 12/11/2025 - 12/12/2025 | ...

格隆汇12月12日丨根据联交所最新权益披露资料显示，2025年12月8日，青岛港(06198.HK)遭FMR LLC在场内以每股均价7.3015港元减持137.5万股，涉资约 1003.96万港元。 减持后，FMR LLC最新持股数目为9831.132万股，持股比例由9.07%下降至8.95%。 | 股份代號: | 06198 | | --- | --- | | 上市法國名稱: | 青島港國際股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 12/11/2025 - 12/12/2025 | | | 1201(L) | 1.375,000(L) | HKD 7.3015 | 98,311,317(L) 8.95(L)08/12/2025 | | --- | --- | --- | --- | --- | | S20251211E00271 FMR LLC | | | | | ...

香港联交所最新资料显示，12月8日，FMR LLC减持青岛港（601298）(06198)137.5万股，每股作价 7.3015港元，总金额约为1003.96万港元。减持后最新持股数目约为9831.13万股，最新持股比例为 8.95%。 ...