Hebei Port resources accelerate the integration of "aircraft carrier" of the Bohai Rim world -class port

Our reporter Zhang Xiaoyu

The integration of Hebei Port resources has made new progress. On July 26, Tangshan Port issued an announcement saying that Hebei Port Group intends to transfer 100%equity of Tangshan Port Industry Group (hereinafter referred to as "Tanggang Industrial") held by the Tangshan State -owned Assets Supervision and Administration Commission by state -owned equity.

After the completion of the acquisition, Hebei Port Group indirectly held 2.767 billion shares of Tangshan Port, accounting for 46.69%of Tangshan Port's total share capital. Hebei Port Group will become an indirect controlling shareholder of Tangshan Port, and the Hebei Provincial SASAC will become the actual controller of listed companies.

Relevant staff of Tangshan Port and Qingang (also Hebei Port Group Holdings Company) said in an interview with the Securities Daily: "The Group's strategy may be adjusted. The overall goal is to create international and modern green intelligence. Super large port group. After the completion of this acquisition, it is conducive to further integration of port resources in the province and providing customers with higher quality and efficient services. "

Hu Qimu, chief researcher at the Sinosteel Economic Research Institute, said in an interview with the Securities Daily reporter: "The integration is the first time from the Hebei Provincial Government to clearly transfer the equity of relevant state -owned port enterprises in the provincial and municipalities to Hebei Port Group. The integration of resources and constructing a large port group, which not only conforms to the reform direction of the state -owned enterprise and state -owned enterprises to build a professional enterprise group, but also enhances the comprehensive strength of the port through resource agglomeration and sharing, and then forms a strong support for the import and export trade in the radiated area. "

Coordinate Hebei Port Resources

Comprehensively enhance the core competitiveness

According to the relevant announcement issued by Tangshan Port, this integration intends to transfer 100%equity of Tangshan Port's controlling shareholder Tanggang Industrial and other provinces and cities related state -owned port enterprises to Hebei Port Group, and rename the Hebei Port Group to "Hebei Hangkou Group Bohai Port Group Co., Ltd. ".

It is reported that in addition to holding Qingang Co., Ltd., Hebei Port Group will also become an indirect controlling shareholder of Tangshan Port, holding 100%equity of Caofeidian Port Group Co., Ltd., 4%equity of Cao Feidian Port Co., Ltd. Equity.

In fact, at the beginning of the establishment of Hebei Port Group in 2009, it proposed to actively promote the integration of port resources in Hebei Province. However, in recent years, due to the complexity of the equity and affiliation of the ports in Hebei, there has been no major progress in integrating work.

Sun Yan, an analyst of Anxin Securities, said, "Over the years, the port industry in the port industry in Hebei Province has excessive ports, repeated construction, disorderly competition, and serious internal consumption. It is Qinhuangdao Port, Tangshan Port, Huanghua Port; the four districts are Qinhuangdao Port District, Tangshan Port, Tanggang Port District, Tangshan Port Caofeidian Port District, and Cangzhou Huanghua Port District. There are homogeneous competition in stone transportation and other businesses. "

According to data from the Hebei Port and Airlines Development Center, in 2021, the cargo throughput of Hebei Province was 1.234 billion tons, an increase of 2.5%year -on -year, ranking fourth in the country. Among them, Tangshan Port cargo throughput was 722 million tons; the cargo throughput of Huanghua Port was 311 million tons; the cargo throughput of Qinhuangdao Port was 201 million tons.

Sun Yan said, "This integration helps Hebei Port Group to coordinate the internal coastline and berth resources, form an orderly division of labor, give full play to the comparative advantages of various ports, accelerate the cultivation of new industries and new formats, promote the port of ports to 'shipping+logistics+logistics +Trade+Finance 'composite format development to comprehensively enhance the core competitiveness of Hebei Port. "

According to data from the official website of Hebei Port Group, the company's existing total assets are about 74.7 billion yuan, the annual throughput is 390 million tons, and the cargo throughput is 379 million tons in 2021. China Water Transport Network predicts that the total assets of the new port group will reach about 150 billion yuan, with a total throughput of more than 700 million tons, which is expected to rank among the top three companies across the country.

The staff of Hebei Port Group told reporters: "The newly established port group will produce important and far -reaching development of the high -quality development of the Beijing -Tianjin -Hebei regional economy and society, the high -quality development of the Beijing -Tianjin -Hebei regional economy and society, and the development and opening up of Hebei coastal areas. After the integration is completed, Xingang Group, which has two major listed companies, controls Qinhuangdao Port and Tangshan Port coal water transportation can reach 290 million tons. The strategic position of its national energy transportation hub will be further prominent. "

Syllars

Promote port integration in many places

In fact, the integration process of port resources has already opened, mainly to solve the problem of overcapacity.

IPG China Chief Economist Bo Wenxi said in an interview with the Securities Daily reporter: "Previously, the excessive investment and advance construction issues of the port industry were more serious, forming a significant overcapacity. The problem of low benefits or even losses is even more prominent, and many port companies have difficulty in operating. "

Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, told the "Securities Daily" reporter: "Although the number of ports is large, the homogeneity is serious, so that the market saturation and even vicious competition have a negative impact on the benefits of the industry and local economic development."

"In the context of the continuous advancement of supply -side structural reforms, the integration of port resources is conducive to coordinated arrangements. Through refining regional division of labor, the ports of ports will form joint efforts and achieve transformation and upgrading. The benefits of ports are also expected to improve." Zhang Xiaorong said.

In 2015, Zhejiang Province took the lead in the integration of ports in the province, established Zhejiang Harbor Group and took the platform company as the main body to integrate the ports in Zhejiang Province. After that, Hong Kong, Shandong, Guangxi and other places began to integrate ports. Chen Jinhai, an analyst at Tianfeng Securities, said, "Port integration helps to improve operation. On the one hand, port integration is conducive to avoiding overcapacity, and the capacity utilization rate of the dock is expected to improve and then improve operations. On the other hand, vicious competition after port integration is expected The reduction of port rates is expected to return to a reasonable level. Both are conducive to promoting the income and profit growth of ports and enhancing their continuous operation and investment capabilities. "

Taking Shandong as an example, since the integration of port integration on August 6, 2019, throughput has increased significantly. In the first half of this year, the volume of cargo in the Bohai Bay Port completed was 15.0287 million tons, an increase of 15%year -on -year; 291,800 standard boxes were completed, an increase of 18%year -on -year.

In Bo Wen's view, "Port integration is conducive to the assets of Greater Port enterprises, reduce or eliminate internal competition, streamline the management level of repeated settings, reduce management agencies, and then improve management efficiency."

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