Transport & Logistics · 15.3

Shipping & Ports

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+16weighted per event

Average gross impact21absolute weighted average

Events20same period

Confidence76%model average

Raw intensity55before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed1.0 / day

Concentration7%

Direction disagreement25%

Source independence96%14 sources

IMPACT TREND

20-day effective impact

Positive 15 · Negative 3 · Mixed 2

+360-36

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul0 events

21 Jul0 events

23 Jul0 events

25 Jul0 events

26 Jul8 events

+11

28 Jul6 events

+22

30 Jul3 events

31 Jul0 events

+36

2 Aug3 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate2%9 cumulative effective impact

Short term36%156 cumulative effective impact

Medium term57%243 cumulative effective impact

Long term5%19 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 20 events

Macro6

Macro3 Aug, 08:00positive

Central Government Rolls Out ‘Two Priorities, Six Networks’ Plan with Over 7 Trillion Yuan in 2026

China is accelerating major infrastructure construction under the ‘two priorities’ and ‘six networks’ plan, with 2026 investment estimated to exceed 7 trillion yuan. The Three Gorges New Waterway started construction in June, marking a landmark project. In the first half, internet services investment rose 39.9%, water transport 19.8%, power supply 19.4%, and air transport 11%, while private capital in water network projects surged 85.8%. Full-year ultra-long bonds of 800 billion yuan have been allocated, and projects are entering the peak construction season to translate policy into tangible progress.

Effective: +56
Intensity: 78
Confidence: 82%
Horizon: Medium term

Macro30 Jul, 08:00positive

China-US Trade Teams Discuss Tariff Council and $30 Billion Reciprocal Reduction

Chinese and US trade teams are in close communication on the structure, functions, and operation of a trade council, while exploring a reciprocal tariff reduction framework of $30 billion each. Both sides are simultaneously soliciting public comments. China opposes unilateral tariff measures and reserves the right to take necessary actions, but remains committed to dialogue. Bilateral goods trade reached RMB 2 trillion in the first half of 2026, with second-quarter growth of 13.7%.

Effective: +28
Intensity: 65
Confidence: 70%
Horizon: Short term

Macro31 Jul, 10:07positive

China's Trade with BRI Partners Hits RMB 12.97 Trillion in H1 2026, Up 14.8%

China's National Development and Reform Commission reported that in the first half of 2026, goods trade with Belt and Road partner countries reached RMB 12.97 trillion, up 14.8% year on year, accounting for 50.9% of total foreign trade. Investment cooperation expanded into high-tech and green sectors. Infrastructure projects advanced, including the Hungary-Serbia Railway's freight service launch, full construction of the China-Kyrgyzstan-Uzbekistan Railway, and 11,186 China-Europe freight train trips, a 20.2% increase.

Effective: +27
Intensity: 55
Confidence: 75%
Horizon: Medium term

Macro27 Jul, 06:59negative

Yemen's Houthis Claim Attacks on Three Saudi Oil Tankers, Continue Maritime Embargo

Yemen's Houthi group claimed to have attacked three Saudi oil tankers in the past 48 hours, continuing its maritime embargo against Saudi Arabia. The group warned that vessels heading to Saudi ports risk military strikes, and 16 Saudi ships have been forced to turn back at the Bab el-Mandeb Strait, threatening oil transport through the key Red Sea route.

Effective: -22
Intensity: 65
Confidence: 75%
Horizon: Short term

Macro27 Jul, 16:49positive

Hong Kong June Exports Rise 53.4%, Imports Up 45.4%; Trade Deficit 52 Billion HKD

Hong Kong's merchandise exports rose 53.4% year-on-year in June to 641.1 billion HKD, while imports increased 45.4% to 693.0 billion HKD, resulting in a trade deficit of 52.0 billion HKD, equivalent to 7.5% of imports. For the first half of the year, exports grew 39.1% and imports rose 40.6%, with a deficit of 294.6 billion HKD or 7.9% of imports. Exports to Asia jumped 54.4%, with strong gains to Singapore (83%), Taiwan (79.9%), mainland China (59.2%), Vietnam (55.9%), and Thailand (52.3%). Shipments to the US surged 114.3% and to Mexico 94.2%.

Effective: +22
Intensity: 60
Confidence: 75%
Horizon: Short term

Macro27 Jul, 08:40positive

Western Land-Sea New Corridor's H1 Trade Exceeds 500 Billion Yuan

The Western Land-Sea New Corridor recorded total imports and exports of more than 500 billion yuan in the first half of the year, marking a significant milestone for the trade route.

Effective: +21
Intensity: 70
Confidence: 80%
Horizon: Medium term

Industries4

Industries3 Aug, 11:06positive

Guangzhou Nansha Launches Global Trade Cluster and Two Centers; 2025 Trade at RMB 295.9 Billion

Guangzhou Nansha launched a global cross-border trade industrial cluster on July 30, inaugurating the Guangdong Ciyuan Trading and Service Center and the Greater Bay Area Auto Export Preparation Center. Nansha's 2025 foreign trade reached RMB 295.9 billion, up 13.2% year on year, ranking first in the city. The 83,000-square-meter cluster, operated by state-owned Nansha Kaijian Group, integrates customs, tax, settlement, financing, warehousing, licensing, trade, and logistics services. The port's annual throughput exceeded 22 million TEUs. Meanwhile, regional logistics vacancy hit a record 15.2% and rents fell 12.4% amid tariff uncertainty and supply growth.

Effective: +46
Intensity: 75
Confidence: 82%
Horizon: Medium term

Industries2 Aug, 13:40positive

Shanghai Port Sets Record 203,881 TEU Container Throughput on Aug 1

On August 1, Shanghai Port handled 203,881 twenty-foot equivalent units (TEU) in a single day and night, setting a new all-time high. The figure surpassed the port's previous record of 187,312 TEU, set on June 9. The latest throughput represents a new peak for the port's daily container operations.

Effective: +40
Intensity: 80
Confidence: 85%
Horizon: Short term

Industries30 Jul, 19:48positive

Shanghai’s Cultural Tourism Market Sees Visitor and Spending Growth, Inbound Tourism Rebounds in H1 2026

Shanghai’s cultural tourism market recorded 313 million visitor trips in the first half of 2026, up 17.6% year-on-year, with total spending reaching RMB 543.3 billion, an increase of 8.75%. Inbound visitors surged to 5.31 million, up 27.82%, driven by strong growth from Russia, South Korea, and the US. The cruise sector handled 744,000 passenger entries, accounting for 74.2% of the national total. Silver tourism spending grew more than sevenfold, reaching RMB 55.7 million.

Effective: +27
Intensity: 65
Confidence: 80%
Horizon: Medium term

Industries27 Jul, 12:24positive

Two Chinese-Built Ro-Ro Ships Load Record 7,738 NEVs at Shanghai Nangang

On July 26, two Chinese-built 10,000-vehicle capacity ro-ro ships, the Panamanian-flagged GLOVIS Leader and the Maltese-flagged GLOVIS Nova, simultaneously berthed at Shanghai Nangang Port to load domestically produced commercial vehicles for export. The newly delivered GLOVIS Nova completed loading 7,738 new energy vehicles, setting a new record for single-voyage commercial vehicle loading at a domestic port.

Effective: +21
Intensity: 60
Confidence: 85%
Horizon: Short term

Companies0

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