Transport & Logistics · 15.3

Shipping & Ports

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact+13weighted per event

Average gross impact25absolute weighted average

Events18same period

Confidence75%model average

Raw intensity52before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.1 / day

Concentration7%

Direction disagreement48%

Source independence99%14 sources

IMPACT TREND

200-day effective impact

Positive 12 · Negative 4 · Mixed 2

+150-15

12 Jan0 events

29 Jan0 events

15 Feb0 events

3 Mar0 events

20 Mar0 events

-11

6 Apr1 event

22 Apr0 events

9 May0 events

26 May0 events

11 Jun0 events

28 Jun0 events

+15

15 Jul17 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate8%37 cumulative effective impact

Short term39%178 cumulative effective impact

Medium term46%213 cumulative effective impact

Long term6%29 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 18 events

Macro5

Macro27 Jul, 19:14positive

New Western Land-Sea Corridor H1 Trade Volume Hits 517.23 Billion Yuan, Up 13%, First Time Above 500 Billion

The New Western Land-Sea Corridor recorded a total import-export value of 517.23 billion yuan in the first half of this year, a year-on-year increase of 13%, surpassing 500 billion yuan for the first time in the same period. The corridor, with Chongqing as its operations and organization center, operates under a '13+2' cooperation mechanism involving 12 western provinces, Hainan, Zhanjiang in Guangdong, and Huaihua in Hunan. It connects to global markets via rail, sea, and road through ports in Guangxi and Yunnan. In late April, Premier Li Qiang inspected the Pinglu Canal and the Qinzhou automated container terminal. In late June, Vice Premier He Lifeng conducted a four-day inspection in Sichuan.

Effective: +26
Intensity: 55
Confidence: 75%
Horizon: Medium 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: +26
Intensity: 50
Confidence: 70%
Horizon: Short term

Macro14 Apr, 08:30negative

US-Iran Nuclear Talks Fail After 21 Hours; Ceasefire Expires April 21, Ultimatum Rejected

US and Iranian delegations failed to reach consensus after 21 hours of nuclear talks. A two-week ceasefire expires on April 21. US Vice President Vance said he delivered an ultimatum demanding a permanent end to Iran's nuclear program, which Iran rejected. The standoff mirrors a February breakdown in Geneva that led to 38 days of US airstrikes on over 13,000 targets. Iran insists on its right to peaceful nuclear energy under the NPT and demands sanctions relief, war reparations, and reopening of the Strait of Hormuz.

Effective: -24
Intensity: 70
Confidence: 85%
Horizon: Immediate

Macro28 Jul, 06:00negative

Ukrainian Drone Strikes Hit Wildberries Warehouses; Putin Accuses West of Economic Terrorism

Russian President Vladimir Putin, meeting outgoing State Duma members, accused the West of resorting to terrorism against Russia's economy and financial system after failing to defeat it on the battlefield. This month, Ukrainian drones repeatedly struck warehouses and logistics centers of Russian retailer Wildberries, including facilities near St. Petersburg. Ukrainian long-range drone attacks have expanded beyond oil and defense targets, hitting a resort in occupied Zaporizhzhia region and killing at least 12 civilians. Russia labeled the strike terrorism. In turn, Ukraine accused Russia of terrorism over intensified missile and drone attacks on Kyiv residential areas.

Effective: -14
Intensity: 40
Confidence: 50%
Horizon: Immediate

Macro27 Jul, 17:38mixed

China's July crude imports rebound to 7.8 million bpd, Saudi and UAE shipments surge

China's daily crude oil imports rebounded to about 7.8 million barrels in July from a more than 10-year low of 6.2 million barrels in November 2015. Saudi Arabia's shipments more than doubled, UAE's surged tenfold, and Russia's rose 10%. The rebound followed a temporary US-Iran ceasefire last month, but renewed fighting has disrupted shipping in the Strait of Hormuz and Red Sea. Before the full outbreak of the US-Iran conflict on February 28, China's total imports were 12.6 million barrels per day, including 1 million via pipeline.

Effective: 0
Intensity: 40
Confidence: 70%
Horizon: Short term

Industries0

No evidence on this page.

Companies3

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: +14
Intensity: 30
Confidence: 80%
Horizon: Medium term

Companies29 Jul, 07:43positive

14 A-Shares in Equity Registration: 13 Pay Dividends, 1 Bonus Issue; Three Firms Propose Payouts

Fourteen A-shares underwent equity registration on July 29, with 13 distributing dividends and one issuing bonus shares. Dizhu Fashion, COSCO Shipping Specialized, and Huaxia Bank led dividend payouts at RMB 4.00, RMB 3.25, and RMB 3.20 per 10 shares, respectively. Chengzhi Shareholding offered a 4-for-10 bonus issue. Separately, Xinzhoubang, Qianyuan Power, and Huadian Power International proposed dividends of RMB 3.0, RMB 1.0, and RMB 0.9 per 10 shares.

Effective: +2
Intensity: 10
Confidence: 80%
Horizon: Short term

Companies29 Jul, 17:50neutral

COSCO Shipping Development Orders 15 Bulk Carriers of 210,000 DWT for RMB 7.92 Billion

COSCO Shipping Development Co. , Ltd. has placed orders for 15 Newcastlemax bulk carriers of 210,000 deadweight tons each, with a total contract value of RMB 7.92 billion (excluding tax). The company's wholly owned subsidiary Hainan COSCO Shipping Development Shipping Co. commissioned Shanghai Waigaoqiao Shipbuilding Co. to build 10 vessels for RMB 5.28 billion, and Nantong Xiangyu Marine Equipment Co. to build 5 vessels for RMB 2.64 billion. The ships will feature methanol- and ammonia-ready fuel designs.

Effective: 0
Intensity: 30
Confidence: 80%
Horizon: Long term