534 lines
30 KiB
HTML
534 lines
30 KiB
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<!DOCTYPE html>
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<title>海外港口概念分析报告</title>
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</head>
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<body class="bg-gray-50">
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<!-- Vanta.js Background -->
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<div id="vanta-bg" class="vanta-bg"></div>
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<!-- Main Content -->
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<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header Section -->
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<div class="text-center mb-12">
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<h1 class="text-4xl font-bold text-white mb-4">海外港口概念分析</h1>
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<p class="text-xl text-blue-100 max-w-3xl mx-auto">全球港口资产迎来"战略价值重估"拐点，从基础设施升级为地缘战略资产</p>
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</div>
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<!-- Concept Events Section -->
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<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-blue-600 mr-3"></i>概念事件
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-2">背景与催化事件</h3>
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<p class="text-gray-600 mb-4">2025年3月，全球港口资产迎来"战略价值重估"拐点，核心催化来自两大事件：</p>
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<div class="bg-blue-50 rounded-lg p-4 mb-4">
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<p class="font-medium text-blue-800 mb-2">1. 美国对中国船舶征收特别费用（2025年2月27日USTR提议）</p>
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<p class="text-gray-700">拟对进入美国港口的中国制造船只征收最高<strong>150万美元/船</strong>的歧视性费用，听证会于3月24日举行，虽未落地但已引发供应链安全担忧。</p>
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</div>
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<div class="bg-blue-50 rounded-lg p-4">
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<p class="font-medium text-blue-800 mb-2">2. 长和出售全球43个港口资产（2025年3月4日）</p>
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<p class="text-gray-700">李嘉诚旗下长和拟以<strong>228亿美元</strong>向贝莱德-TiL财团出售和记港口集团80%股权，涉及巴拿马运河两端关键港口（巴尔博亚/克里斯托瓦尔），触发中国对"海外战略资产流失"的国家安全审查。</p>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-4">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-6 timeline-dot">
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<p class="font-semibold text-gray-800">2025-02-27</p>
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<p class="text-gray-600">美国提出对华船舶收费法案</p>
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</div>
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<div class="mb-6 timeline-dot">
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<p class="font-semibold text-gray-800">2025-03-04</p>
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<p class="text-gray-600">长和宣布出售港口资产</p>
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</div>
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<div class="mb-6 timeline-dot">
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<p class="font-semibold text-gray-800">2025-03-10</p>
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<p class="text-gray-600">厦门港务停牌筹划资产重组（整合集装箱业务）</p>
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</div>
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<div class="mb-6 timeline-dot">
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<p class="font-semibold text-gray-800">2025-03-18</p>
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<p class="text-gray-600">招商港口/中远海运港口涨停，板块单日涨幅超10%</p>
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</div>
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<div class="timeline-dot">
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<p class="font-semibold text-gray-800">2025-06-11</p>
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<p class="text-gray-600">巴拿马运河管理局质疑交易"损害中立性"，中方重申反对经济胁迫</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Executive Summary Section -->
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<div class="card bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl shadow-lg mb-8 p-6 text-white">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-300 mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-white bg-opacity-20 rounded-lg p-4">
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<p class="text-lg">海外港口正从"基础设施"升级为"地缘战略资产"。<strong>短期</strong>看，中美博弈与资产出售事件催化估值修复；<strong>中长期</strong>看，中国港口企业通过"一带一路"布局的海外枢纽港（如斯里兰卡CICT、巴西TCP）将成为对冲供应链风险的核心工具，<strong>招商港口（001872.SZ）</strong>作为A股唯一控股海外核心港口的标的，具备稀缺性溢价。</p>
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</div>
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</div>
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<!-- Core Logic Section -->
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<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-brain text-purple-600 mr-3"></i>概念的核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-purple-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-purple-800 mb-3">核心驱动力</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-600 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>地缘安全需求</strong>：美国控制巴拿马运河两端后，可能通过"长臂管辖"对中国航运施压</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-600 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>资产稀缺性</strong>：全球优质港口资源已被90年代和记黄埔、PSA等首轮布局瓜分</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-600 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>财务重估</strong>：传统DCF模型未计入"国家安全溢价"</span>
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</li>
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</ul>
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</div>
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-blue-800 mb-3">市场热度与情绪</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-fire text-orange-500 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>新闻热度</strong>：3月18日板块涨停潮，招商港口/中远海运港口/厦门港务集体涨停</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-line text-green-500 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>研报密集度</strong>：3月19日单日发布5篇深度报告（国金/华创/浙商）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-balance-scale text-yellow-500 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>情绪分歧</strong>：部分投资者质疑228亿美元交易规模过大</span>
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</li>
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</ul>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-green-800 mb-3">预期差分析</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>市场忽略点</strong>：海外港口收入占比33%，但利润贡献仅23%</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>费率提升空间</strong>：巴西TCP费率120美元/TEU vs 国内63元/TEU</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span class="text-gray-700"><strong>整合红利</strong>：厦门港务收购集装箱集团70%股权</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Catalysts Section -->
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<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-red-600 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-red-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-red-800 mb-3">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3 list-decimal list-inside">
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<li class="text-gray-700"><strong>美国船舶收费法案落地</strong>：若3月24日听证会通过，将直接推高中国航运成本，强化海外港口避险价值</li>
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<li class="text-gray-700"><strong>长和交易进展</strong>：145天磋商期内（至2025年7月），中国监管层可能介入，央企或被迫"截胡"部分资产</li>
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<li class="text-gray-700"><strong>区域整合加速</strong>：广东/福建港口集团重组方案出台，珠海港/厦门港务资产注入预期升温</li>
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</ol>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-indigo-800 mb-3">长期发展路径</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="bg-indigo-600 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 flex-shrink-0">1</span>
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<span class="text-gray-700"><strong>2025-2027年</strong>：海外港口吞吐量CAGR 8-10%（巴西TCP受益中巴贸易、印尼NPH切入东南亚），收入占比提升至40%</span>
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</li>
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<li class="flex items-start">
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<span class="bg-indigo-600 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 flex-shrink-0">2</span>
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<span class="text-gray-700"><strong>2028年后</strong>：形成"海外枢纽港+国内母港"双循环，对冲单一市场政策风险（如美国关税、欧盟碳税）</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Industry Chain Section -->
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<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-link text-green-600 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-3">产业链图谱</h3>
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<div class="bg-gray-50 rounded-lg p-4">
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<div class="flex flex-wrap justify-between items-center">
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<div class="text-center px-4 py-2">
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<div class="bg-blue-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-ship text-blue-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-700">上游</p>
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<p class="text-sm text-gray-600">船舶制造<br>(中国船舶)</p>
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</div>
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<div class="text-center px-4 py-2">
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<div class="bg-green-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-anchor text-green-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-700">中游</p>
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<p class="text-sm text-gray-600">港口运营<br>(招商港口/中远海运港口)</p>
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</div>
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<div class="text-center px-4 py-2">
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<div class="bg-yellow-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-truck text-yellow-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-700">下游</p>
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<p class="text-sm text-gray-600">航运公司<br>(中远海控)、货主</p>
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</div>
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<div class="text-center px-4 py-2">
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<div class="bg-purple-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-cogs text-purple-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-700">配套服务</p>
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<p class="text-sm text-gray-600">智慧港口<br>(华为5G)、物流园</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">公司</th>
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<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">海外港口布局</th>
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<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">竞争优势</th>
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<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="py-3 px-4 border-b border-gray-200 font-medium">招商港口</td>
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<td class="py-3 px-4 border-b border-gray-200">26国51港（控股斯里兰卡CICT、巴西TCP）</td>
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<td class="py-3 px-4 border-b border-gray-200">A股唯一控股海外核心港口，分红率41%</td>
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<td class="py-3 px-4 border-b border-gray-200">印尼NPH整合不及预期</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="py-3 px-4 border-b border-gray-200 font-medium">中远海运港口</td>
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<td class="py-3 px-4 border-b border-gray-200">47个码头（希腊比雷埃夫斯港）</td>
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<td class="py-3 px-4 border-b border-gray-200">母公司航运协同，吞吐量增速8%</td>
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<td class="py-3 px-4 border-b border-gray-200">地中海业务受红海危机拖累</td>
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</tr>
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<tr>
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<td class="py-3 px-4 border-b border-gray-200 font-medium">上港集团</td>
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<td class="py-3 px-4 border-b border-gray-200">参股以色列海法新港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">长三角枢纽地位，但海外占比仅1.3%</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">地产/金融拖累投资收益</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks Section -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-600 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">风险类型</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">地缘政治</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">巴拿马运河若被美国完全控制，中国船只或面临系统性歧视收费</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">商业化风险</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">巴西TCP冻柜出口依赖中国肉类需求，若国内消费下滑将影响吞吐量</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">政策变动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">印尼NPH项目需应对当地劳工法规变化（2024年已发生罢工事件）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">信息矛盾</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">路演称"海外毛利率55.8%"，但2024年吉布提港毛利率实际仅13.9%（红海绕行导致成本上升）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion Section -->
|
||
<div class="card bg-gradient-to-r from-green-600 to-teal-700 rounded-xl shadow-lg mb-8 p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-flag-checkered text-yellow-300 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<p class="text-lg mb-4"><strong>阶段判断</strong>：海外港口概念已从<strong>主题炒作</strong>（3月18日涨停潮）进入<strong>基本面验证阶段</strong>（2024年海外利润占比24.8%）。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-3">投资方向</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-300 mt-1 mr-2"></i>
|
||
<span><strong>首选标的</strong>：招商港口（001872.SZ）——稀缺性（A股唯一控股海外港口）+高分红（41%）+费率提升空间（海外费率3-5%增长）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line text-green-300 mt-1 mr-2"></i>
|
||
<span><strong>弹性标的</strong>：珠海港（000507.SZ）——集团1.33亿吨吞吐量待注入，整合预期强</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-3">关键跟踪指标</h3>
|
||
<ol class="space-y-2 list-decimal list-inside">
|
||
<li><strong>海外港口吞吐量增速</strong>（2025年目标：巴西TCP +30%、印尼NPH首年贡献100万TEU）</li>
|
||
<li><strong>国内港口费率谈判结果</strong>（2025年美线/欧线能否提价3-5%）</li>
|
||
<li><strong>长和交易进展</strong>（7月前是否出现中国资本介入）</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-yellow-500 bg-opacity-30 rounded-lg p-4">
|
||
<p class="font-semibold"><strong>风险提示</strong>：若美国船舶收费法案落地且中国反制（如限制美资港口准入），可能引发全球港口资产再定价。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks Section -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-bar text-indigo-600 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">海外港口</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">其它观点</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">资料来源</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">招商港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">26个国家和地区投资运营51个港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">港口业务遍布全球6大洲，运营斯里兰卡CICT码头和汉班托塔港、吉布提港等海外主控码头</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司通过投资运营多个海外港口，实现全球业务布局</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">珠海港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">瓜达尔港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与中海港控65亿元共建巴基斯坦瓜达尔港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">参与巴基斯坦瓜达尔港建设，拓展海外港口业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">中国交建</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">全球港口设计建设</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">全球最大港口设计建设公司，参建了巴基斯坦瓜达尔港、尼日利亚莱基港等</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">作为全球港口建设龙头，深度参与多个海外港口项目</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">宁波港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">参股意大利瓦多港(未证实)</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">和记黄埔2001年与宁波港合作，持股比例未明确披露</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">网络公开资料</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">通过国际合作参与海外港口运营</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">恒通股份</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">烟台港投资建设几内亚金波港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司依托烟台港龙口港区的7个生产性泊位，为企业提供船舶停泊和货物装卸服务</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投资建设几内亚金波港，拓展海外港口业务</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">北部湾港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">马来西亚关丹港、文莱摩拉港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">通过北控香港持有关丹港建设40%股权参与经营，持有摩拉港务51%股权参与文莱摩拉港经营</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">通过股权投资参与马来西亚和文莱港口运营</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">云南城投</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">受益于缅甸皎漂港</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">助力皎漂港打通印度洋关键出海口，缓解外部势力对航道封锁带来的港口压力</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">网络公开资料</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">缅甸皎漂港项目带来业务机会</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">厦门象屿</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">受益于印尼港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">在印尼新增一条SMX自有船舶，印尼内贸海运驳船业务量同比增长超80%</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">网络公开资料</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">通过船舶运营和港口业务在印尼市场扩张</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">上港集团</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">海外港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">以色列海法新港、比利时泽布吕赫码头</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">2015年中标以色列海法新港25年码头经营权；2010年收购泽布吕赫码头25%股份，2017年11月转让</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">通过海外码头投资和收购拓展国际业务</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">国航远洋</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">国际航运</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">-</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">中远海特、飞力达、华光源海、凤凰航运、辽港股份、中远海特、中远海发、宁波远洋、中远海控、嘉友国际</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">-</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">属于国际航运产业链相关公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">盛航股份</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">国内港口</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">-</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">厦门港务、盐田港、连云港、南京港、广州港、重庆港、润邦股份、龙洲股份、保税科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">-</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">属于国内港口产业链相关公司</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
// Initialize Vanta.js waves effect
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a365d,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |