Transport & Logistics · 15.3

Shipping & Ports

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+16weighted per event

Average gross impact16absolute weighted average

Events13same period

Confidence76%model average

Raw intensity53before weighting

Previous period+8net impact

Gross change-42%

Diffusion speed1.9 / day

Concentration14%

Direction disagreement3%

Source independence94%7 sources

IMPACT TREND

7-day effective impact

Positive 11 · Negative 1 · Mixed 1

+210-21

-2

28 Jul, 001 event

28 Jul, 142 events

29 Jul, 044 events

29 Jul, 181 event

30 Jul, 081 event

30 Jul, 221 event

31 Jul, 120 events

1 Aug, 020 events

1 Aug, 160 events

+15

2 Aug, 061 event

+21

2 Aug, 201 event

+19

3 Aug, 101 event

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate2%4 cumulative effective impact

Short term28%58 cumulative effective impact

Medium term67%139 cumulative effective impact

Long term4%9 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 13 events

Macro4

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: +51
Intensity: 78
Confidence: 82%
Horizon: Medium 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: +17
Intensity: 55
Confidence: 75%
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: +15
Intensity: 65
Confidence: 70%
Horizon: Short term

Macro29 Jul, 10:44positive

Dongguan's Population Hits 10.8 Million, GDP Surpasses Foshan to Become Guangdong's Third-Largest City

In 2025, Dongguan's permanent population reached 10.80 million, with an increase of 229,600, ranking second nationally after Shenzhen. In the first half of 2026, Dongguan's 64 A-share listed companies had a combined market capitalisation of over RMB 1.4 trillion, up 76.25% from the end of 2025, the second-fastest growth among trillion-GDP cities after Wuhan (80.99%). Dongguan's GDP for the first half of 2026 reached RMB 642.7 billion, surpassing Foshan for the first time to become the third-largest city economy in Guangdong. The city's industrial output grew 6.9% year-on-year, with advanced manufacturing up 7.4% and high-tech manufacturing up 9.4%.

Effective: +9
Intensity: 50
Confidence: 70%
Horizon: Short term

Industries5

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: +43
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: +33
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: +16
Intensity: 65
Confidence: 80%
Horizon: Medium term

Industries29 Jul, 12:49positive

Jiangsu Unveils AI+Transport Plan Targeting 2030 with 62 Use Cases

Jiangsu province on July 23 released its 'AI+Transport' implementation plan, aiming to build a high-quality development demonstration zone by 2030. The first batch of 62 application scenarios was announced. Jiangsu's highway network, carrying 7.2% of national traffic on 2.8% of mileage, targets 100 typical scenarios by 2027 and 20 vertical AI models. Transport investment totaled 1 trillion yuan during the 14th Five-Year Plan and is planned to exceed 1 trillion yuan in the 15th Five-Year Plan, with 240 billion yuan designated for 2026.

Effective: +10
Intensity: 55
Confidence: 78%
Horizon: Medium term

Industries28 Jul, 18:50positive

Shanghai Issues Inland Waterway Plan: 280 km of Grade III Waterways and 35% Container Transshipment Ratio by

The Shanghai Municipal People's Government has issued an implementation plan for inland waterway shipping in the Yangtze River Delta, targeting 280 kilometers of Grade III and above waterways and a 35% container waterway transshipment ratio for domestic routes by 2030. The plan also aims to upgrade the river-sea direct channel for Shanghai Port, enhance green and smart shipping, and develop an integrated river-sea intermodal network.

Effective: +8
Intensity: 60
Confidence: 80%
Horizon: Long term

Companies1

Companies28 Jul, 17:18positive

Ningbo Port Chairman Proposes 2026 Interim Dividend of at Least 30% of Distributable Profit

Ningbo Port, a major Chinese port operator, announced on July 28 that its chairman, Zhu Miao, has proposed that the company's 2026 interim profit distribution amount be no less than 30% of its distributable profit for the first half of 2026. The calculation will use the total share capital on the record date for the 2026 interim distribution plan.

Effective: +4
Intensity: 30
Confidence: 80%
Horizon: Medium term