港股异动 | 辽港股份(02880)涨超5% 辽港集团大连港散粮码头粮食运输量效齐升 年内货物吞吐量增幅近40%

智通财经
Oct 23, 2025

智通财经APP获悉,辽港股份(02880)涨超5%,截至发稿,涨4.35%,报0.96港元,成交额1.13亿港元。

消息面上,据中国证券网报道,近日,有记者从辽港集团获悉,作为东北地区粮食南运的重要海上通道,辽港集团大连港散粮码头创新模式促协同,积极拓宽粮食通道,实现粮食运输量效齐升。今年截至目前,大连港散粮码头完成货物吞吐量同比增幅近40%,其中内贸玉米吞吐量同比增幅超6倍。据介绍,以国内玉米市场回暖为契机,大连港散粮码头拓展敞顶箱发运业务模式,压缩粮食作业环节,有效提升了粮食周转效率,吸引大批货源集港。

据悉,辽港股份披露中季报时表示,对于上半年业绩的大幅增长,这主要系油品、集装箱业务的收益增加,合联营企业投资收益增加,以及收回长期款项转回信用减值损失等方面影响。此外,值得一提的是,对于中美互征港口费对航运影响,华泰证券表示,短期看,船公司或重新调配全球船舶部署和港口挂靠,以减少相关成本,将造成供应链扰动,推升运价。油运、散货方面,行业景气上行,港口费有望转嫁给客户。若港口费持续征收,将系统性推升全球油运、散货运价中枢。

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