Group 1 - Qingdao Port's stock price increased by 1.21% to 9.21 CNY per share, with a trading volume of 393 million CNY and a turnover rate of 0.79%, resulting in a total market capitalization of 59.783 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 8.87% during this period [1] - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019, focusing on various cargo handling services including containers, metal ores, coal, and crude oil [1] Group 2 - The main business revenue composition includes: 56.72% from handling and related services, 36.96% from logistics and port value-added services, 3.25% from oil, electricity, and other sales, 1.95% from rental income, and 1.13% from engineering and labor services [1] - According to data, a fund under Shangyin Fund holds a significant position in Qingdao Port, with a reduction of 235,400 shares in the fourth quarter, leaving 319,000 shares, which represents 0.41% of the fund's net value [2] - The fund has achieved a floating profit of approximately 35,100 CNY today and a total floating profit of 239,300 CNY during the four-day increase [2]

值得一提的是，航线进一步加密周班班次，让供应链规划更具灵活性与前瞻性，助力企业快速响应市场 变化，同时，进一步提升船舶舱位运力，为"货到即发、高效流转"筑牢保障。这一举措将重点惠及电子 元件、家居用品、特色农产品等"中国制造"优势货种，为其开辟更稳定、更快捷的出海通道，精准对接 中泰日益旺盛的贸易需求。 青岛港为保障首航作业，科学统筹泊位、桥吊、堆场等核心资源，量身定制"一船一策"专属作业方案， 全流程高效运转，以专业高效的作业水准为客户提供了优质满意服务，充分彰显了青岛港的硬核服务实 力。(齐和宁) 近日，首航船舶"正利吉隆坡"轮靠泊青岛港（601298），标志着中泰贸易新增一条高效海运通道，这条 被誉为"中泰快线"的海运新干线，以精准直达、高效便捷的鲜明优势，为中泰两国贸易往来注入强劲新 动能。 新航线以"精简挂港、直达高效"为核心竞争力，精准布局国内南北物流枢纽，精选核心港口，点对点直 达泰国林查班港，构建起一条贯通南北、衔接中泰的高效运输走廊。相较于传统航线，该航线彻底省去 复杂转运及中途停靠环节，从根源上规避了多次装卸、中转带来的货物延误与货损风险，为客户打造了 时效与品质双优的物流新体验。 ...

1月26日，青岛港涨5.07%，截至发稿，报9.12元/股，成交4.20亿元，换手率0.87%，总市值591.99亿 元。 从基金十大重仓股角度 数据显示，工银瑞信基金旗下1只基金重仓青岛港。工银红利优享混合A（005833）四季度增持975.06万 股，持有股数2987.22万股，占基金净值比例为4.14%，位居第九大重仓股。根据测算，今日浮盈赚取约 1314.38万元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，工银瑞信基金旗下1只基金位居青岛港十大流通股东。工银红利优享混合A（005833）三季 度新进十大流通股东，持有股数2012.16万股，占流通股的比例为0.31%。根据测算，今日浮盈赚取约 885.35万元。 ...

Investment Rating - The report maintains a "Buy" rating for major airlines including China Southern Airlines, China Eastern Airlines, Spring Airlines, and others, while recommending "Hold" for YTO Express and Shentong Express [2]. Core Insights - The report highlights a positive outlook for the aviation sector driven by multiple factors, including the upcoming Spring Festival travel peak, the appreciation of the RMB easing cost pressures, and the increase in visa-free countries for Chinese citizens, which is expected to boost international travel demand [4][7]. - The anticipated passenger transport volume during the 2026 Spring Festival is projected to reach a historical high of 95 million, with a daily average of 2.38 million passengers, reflecting a year-on-year growth of approximately 5.3% [4]. - The report emphasizes the cyclical recovery of the civil aviation market, with expectations of rising passenger load factors and ticket prices, driven by a gradual recovery in demand and limited capacity growth [4][7]. Summary by Sections Aviation and Airports - Daily flight operations from January 19 to January 23 showed slight fluctuations, with Eastern Airlines and Southern Airlines operating 2,245.80 and 2,221.80 flights respectively, while year-on-year comparisons indicate a decrease in operations [4]. - The average aircraft utilization rates during the same period were reported, with Spring Airlines achieving the highest at 9.20 hours per day, although all airlines showed a decline compared to the previous year [4]. - The report suggests that the upcoming Spring Festival will significantly enhance market demand, particularly from student travelers, as the holiday season approaches [4][7]. Logistics and Express Delivery - The report notes a divergence in the growth rates of express delivery companies, with a total of approximately 4.073 billion packages collected from January 12 to January 18, reflecting a year-on-year decline of 11.82% [7]. - It highlights the ongoing high-quality development of the express delivery industry, with policies aimed at reducing competition ("anti-involution") expected to improve profitability [7]. - The report recommends focusing on express companies with significant profit elasticity, such as Shentong Express and YTO Express, as well as those with strong growth potential in overseas markets like Jitu Express [7]. Infrastructure - The report tracks various transportation metrics, including highway and railway freight volumes, indicating a mixed performance across sectors [7]. - It suggests that the low-interest-rate environment will continue to support investment in infrastructure, with a focus on high-quality assets [7]. - Specific recommendations include investing in highway companies like Shandong Highway and Anhui Expressway, as well as railway companies like Daqin Railway and Beijing-Shanghai High-Speed Railway [7]. Shipping and Trade - The report indicates a mixed performance in shipping rates, with the SCFI index showing a decline of 7.39% week-on-week and a year-on-year drop of 28.73% [7]. - It emphasizes the potential for investment opportunities in oil and bulk shipping due to geopolitical factors and structural demand growth [7]. - Recommendations include focusing on companies like COSCO Shipping Energy and COSCO Shipping Holdings for oil shipping investments, as well as Hai Tong Development for bulk shipping [7].

Group 1 - The core point of the article is that Shandong Port Investment Holding Co., Ltd. has increased its registered capital from 6.9 billion RMB to approximately 7.17 billion RMB, representing an increase of about 4% [1] Group 2 - The company was established in April 2017 and is legally represented by Jiang Chunfeng [1] - The business scope includes investment activities with self-owned funds, asset management services, supply chain management services, corporate management, headquarters management, financing consulting services, and information consulting services [1] - Shareholder information indicates that the company is jointly held by Shandong Port Qingdao Port Group Co., Ltd., Shandong Port Rizhao Port Group Co., Ltd., and Shandong Port Cruise Development Group Co., Ltd. [1]

Core Viewpoint - The Qingdao West Coast New Area is positioned as a strategic support for China's marine economy, showcasing significant advancements in marine technology, port infrastructure, and international cooperation, aiming for high-quality development by 2026 [1][2][8]. Group 1: Economic Growth and Development - The marine production value of Qingdao West Coast New Area is projected to grow from 139.5 billion yuan in 2020 to 212.07 billion yuan in 2024, with an average annual growth rate of approximately 11% [2]. - The area contributes 2.01% to the national marine economy, 11.8% to the provincial economy, and 40.6% to the municipal economy, indicating its solid position as a strategic support for marine economic development [2]. Group 2: Infrastructure and Port Development - The Qingdao West Coast New Area has upgraded its port capabilities, including the completion of the second 400,000-ton ore terminal and the first dual-position LNG terminal in the province [3]. - In 2024, Qingdao Port achieved a cargo throughput of 710 million tons and a container throughput of 30.87 million TEUs, ranking 4th and 5th globally, respectively [3]. Group 3: Technological Innovation and Industry Transformation - The area has established itself as a hub for marine science, housing 12 marine-related universities and research institutions, and over 311 marine technology innovation platforms [4]. - Qingdao West Coast New Area is focusing on integrating technological innovation with industry transformation, leading to the establishment of the first deep-sea green aquaculture experimental zone in the country [5]. Group 4: International Cooperation and Governance - The area has established the only United Nations "Decade of Ocean Science" international cooperation center in the country, attracting eight international marine organizations [6]. - Qingdao West Coast New Area has implemented 358 institutional innovation results in its free trade zone, enhancing its international trade environment [6]. Group 5: Future Development Plans - The government plans to enhance marine economic development by focusing on deep-sea shipbuilding, marine renewable energy, and marine biomedicine, with a target marine production value growth of 7.5% [8]. - The area aims to improve its international shipping center functions and enhance port infrastructure, including the construction of new trade routes and increasing intermodal transport volumes [10].

此次业务突破响应了金砖国家经贸合作深化的趋势，南美地区基建投资升温推高了钢材需求。青岛港将 持续发挥港口枢纽优势，聚焦企业物流痛点，延伸服务链条，织密国际航线网络，在构建新发展格局中 彰显港口担当、贡献港口力量。 青岛港西联公司针对东亚至南美直达航线班次少、转运流程复杂等痛点，为客户提供"优先靠泊、专属 仓储、精准装卸"的一站式物流方案，保障货物安全高效转运。 中证报中证网讯(记者张鹏飞)近日，青岛港（601298）西联公司(青岛港合营公司)完成2026年首单中巴 卷钢国际转运业务。该批货物从韩国启运，经青岛港高效中转后运往巴西，标志着东亚至南美大宗商品 物流通道取得新突破。 ...

齐鲁晚报.齐鲁壹点记者赵波通讯员马文凯 1月20日，山东港口2026年度科技创新大会在青岛召开。大会发布了国家人工智能基地阶段成果以及全国首款港口AI芯片——"山港智芯.星屿SA5200"，该 芯片突破了核心技术壁垒，系全国首款港口AI芯片。 芯片自主可控是国家科技安全与产业安全的核心支撑，更是破解"卡脖子"难题、培育新质生产力的国家战略。针对港口码头轮胎吊远程操控、近海船舶航 行操作面临的传输带宽有限、图像质量不佳等行业难题，山东港口携手北京大学视频与视觉技术国家工程研究中心、博雅睿视等单位，突破核心技术壁 垒，采用国家标准定义，研发了全国首款港口AI芯片。 该芯片具备四大优势：支持视频、音频、温湿度等多源感知融合，适应港口复杂场景需求；内嵌超级压缩引擎，较传统方法大幅提升压缩效率；搭载高性 能异构处理内核，实现低功耗运行；自研全球唯一支持国标、国密的全栈国产算法，整体能效显著提升。 "十四五"期间，山东港口坚持把科技创新作为"第一生产力"，将"建设国际领先的智慧绿色港"置于发展首位，建成全国首个全国产全自主自动化码头，获 批全国港口领域唯一人工智能应用中试基地，落地全球首个港口服务类"方舟"大模型；高质量 ...

Core Viewpoint - The Shandong provincial government is actively promoting the construction of a world-class port cluster and enhancing international logistics channels, with a focus on smart upgrades, channel expansion, and port facilitation during the 14th Five-Year Plan period [3][4]. Group 1: Smart Port Construction - The Qingdao Customs is advancing the construction of smart ports by establishing a "1+6" intelligent transfer supervision system centered around Qingdao Port, which integrates policies for "domestic and foreign trade on the same ship" and "composite ports" [3]. - The self-developed "intelligent transfer platform" has significantly optimized port transfer supervision processes, reducing the operational time for enterprises by approximately 50% [3]. - The integration of smart customs, smart ports, and smart checkpoints has led to the creation of the "Customs-Port Connection" smart inspection platform, enhancing logistics efficiency [3]. Group 2: Logistics Channel Development - The initiative to streamline the Yellow River Basin's land-sea logistics corridor includes the promotion of "land-sea linkage and sea-rail direct transport" models, which have reduced domestic transportation costs by 20% [4]. - The import and export value through Shandong ports by other provinces in the Yellow River Basin has increased by 70.4% during the 14th Five-Year Plan compared to the previous five years [4]. - A digital map of the Yellow River Basin's production and supply chain has been developed to guide enterprises in optimizing their industrial structure and expanding into Belt and Road countries, with a reported 87.9% increase in trade with these countries [4]. Group 3: Trade Facilitation - Customs has introduced a "local inspection, port release" model for specific products like agricultural goods and building materials, allowing inspections to be completed at the production site for faster export [4]. - Hundreds of foreign trade enterprises in Shandong have received Authorized Economic Operator (AEO) certification, which provides benefits such as lower inspection rates and simplified documentation for certified enterprises at foreign ports [4]. - The continuous growth and record-high levels of Shandong's foreign trade during the 14th Five-Year Plan reflect the effectiveness of port upgrades and international logistics channel construction [5].

Core Viewpoint - The Shandong provincial government is focusing on enhancing international trade and logistics efficiency through smart port construction and improved trade facilitation measures during the 14th Five-Year Plan period, aiming for significant growth in foreign trade and logistics capabilities [2][6][7]. Group 1: Smart Port Construction - Shandong is advancing the construction of smart ports, centered around Qingdao Port, by establishing a "1+6" intelligent transfer supervision system that integrates various facilitation policies, significantly improving logistics efficiency and reducing operational time by approximately 50% [6]. - The province has pioneered a "Customs-Port Connection" smart inspection platform and a smart communication quarantine model for transportation tools, leading to substantial improvements in port logistics efficiency [6]. Group 2: Logistics Corridor Development - Shandong is working to streamline the Yellow River Basin's land-sea logistics corridor, promoting a "land-sea linkage, sea-rail direct transport" model, which has reduced domestic transportation costs by 20% [6]. - The province has developed a digital map for the supply chain in the Yellow River Basin, facilitating the optimization of industrial structures and expanding market access to countries involved in the Belt and Road Initiative, with a reported 87.9% increase in exports to these countries during the 14th Five-Year Plan compared to the previous period [7]. Group 3: Trade Facilitation Measures - Shandong Customs has introduced a "local inspection, port release" model for specific products, allowing inspections to be completed at the production site, thus enabling faster customs clearance [7]. - The customs authority has supported hundreds of foreign trade enterprises in obtaining Authorized Economic Operator (AEO) certification, which provides benefits such as reduced inspection rates and simplified documentation for certified companies [7].