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India's 'Vision' is to Connect Iran's Chabahar Port to INSTC, Shipping Minister Sonowal Says_我的网站

一 |     India’s “vision” is to connect Chabahar's Shahid Beheshti terminal in Iran to the International North-South Transport Corridor (INSTC) and reach Central Asian countries through the connectivity initiative, the South Asian nation’s ports, Shipping and Waterways Minister Sarbananda Sonowal said on Sunday.,“We urge all the representatives and stakeholders to come forward with suggestions to reduce the transportation time and cost further to make a cheaper, shorter, faster and more reliable route from India to Iran and Central Asia,” Sonwal said in his introductory remarks at the "Chabahar Day" conference in Mumbai.,The "Chabahar Day" event was attended by the ambassadors of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan, as well as other high-level officials from these countries.,Sonowal's comments linking the fate of Chabahar to that of the INSTC came days after the first batch of cargo from Russia's Chekhov reached India's Mumbai port, as per media reports. The cargo first traveled on a train from Russia through Kazakhstan and Turkmenistan before it reached Iran, following the INSTC route. The cargo was then taken on a ship from Iran's Bandar Abbas port to Mumbai port.,India, on its part, has invested millions of dollars in the development of the Shahid Beheshti terminal at Chabahar, with Indian Prime Minister Narendra Modi earmarking $500 million for the port’s development during a visit to Tehran in 2016. The Indian government is also contemplating participation in developing the railway line between Chabahar and Zahedan, which is located at the Afghanistan border.,A port of opportunities. Speaking at the Chabahar Day program in Mumbai. https://t.co/KJj5XFu9zv— Sarbananda Sonowal (@sarbanandsonwal) July 31, 2022,Sonowal remarked at the conference that Chabahar could play a “vital role” in boosting trade in the region.,According to the Indian release, foreign dignitaries present at the conference agreed on the “potential” of Chabahar to “boost development” in the landlocked Central Asian region.,The remarks by the shipping minister on the significance of Chabahar came a couple of days after Indian Foreign Minister S. Jaishankar endorsed full membership for Iran in the Shanghai Cooperation Organization (SCO) at the upcoming Leader’s Summit in Samarkand on September 15-16.,“The SCO members will have the opportunity to use the facilities of the Chabahar port in Iran,” Jaishankar said while addressing the SCO’s Council of Foreign Ministers (CFM) meeting in Tashkent on Friday.,India has been backing operationalizing Chabahar port since the resumption of negotiations between the P5+1 (China France, Germany, Russia, the United Kingdom, and the United States) and Iran for the Joint Comprehensive Plan of Action (JCPOA), or the Iran nuclear deal, after President Joe Biden came to power in the US in 2020.,The previous Trump administration unilaterally pulled the US out of the JCPOA in 2018, creating uncertainty around the feasibility of Indian investments in Chabahar. While India’s operations in Chabahar were exempted from Donald Trump’s sanctions against Iran, Indian companies were held back by the fear of “secondary sanctions.”,During a visit to Turkmenistan in April, India’s then-President Ram Nath Kovind said New Delhi had taken steps to “operationalize” Chabahar port.。    　　随着上市公司半年报进入密集披露期，章建平、葛卫东、陈发树等市场知名投资人的调仓路径逐渐清晰。
　　整体来看，章建平在二季度末新进成为杭电股份第三大股东、中际旭创第九大股东，同时退出北方稀土、四川黄金、东材科技和西部材料等个股的前十大流通股东名单；葛卫东及其关联人则在二季度加仓兆易创新。　　章建平新进成为杭电股份第三大股东　　8月25日晚，杭电股份发布的半年度业绩报告显示，“超级牛散”章建平新进成为第三大股东，持有2432.45万股，占总股本比例3.52%。　　杭电股份半年报显示，公司上半年实现营业收入50.97亿元，同比增长12.66%；归属于上市公司股东的净利润为3.93亿元，同比增长938.67%。

二 | 公告显示，1—6月，公司生产经营呈现“电力电缆业务保持稳定、光通信业务增收增利、铜箔业务稳步推进”的态势。

三 | 　　从公司股价走势来看，6月25日，杭电股份股价创历史新高，最高触及57.21元/股。

四 | 自年初至6月25日，公司股价累计涨幅达609.55%。之后，杭电股份股价回调，今年以来，截至目前，公司股价累计涨超260%。　　除了杭电股份之外，章建平二季度最大的动作当属对中际旭创的重仓。中际旭创半年报显示，截至二季度末，章建平新进成为中际旭创第九大股东，持有593.48万股，占总股本0.53%，以上半年末股价计算，持仓市值超过75亿元。　　与此同时，章建平在二季度对资源股进行了集中减持。数据显示，他退出了北方稀土、四川黄金、东材科技和西部材料四只个股的前十大流通股东名单。其中，一季度末时章建平持有北方稀土7225万股，而二季度末该股第十大流通股东持股仅1107.5万股，意味着其减持了八成以上的仓位。

五 | 对于西部材料，章建平一季度以984.94万股的持股量新晋第四大股东，占总股本2.02%，二季度便完成“快进快出”。　　葛卫东增持兆易创新　　知名牛散葛卫东及其关联人的持仓也在近期浮出水面。数据显示，截至二季度末，葛卫东共现身2家上市公司前十大股东名单，分别为兆易创新和江淮汽车，合计持仓市值超140亿元（以上半年末股价计算）。二季度，葛卫东小幅加仓兆易创新，对江淮汽车持股不变。

六 | 　　兆易创新披露的2026年半年报显示，截至二季度末，葛卫东持有该股1644.67万股，占总股本2.34%，位列第四大股东；其一致行动人王萍持有860.59万股，为公司第六大股东。与一季度末相比，二人分别增持18.51万股和103.27万股。值得注意的是，葛卫东在2025年三季度和2026年一季度曾减持兆易创新，在今年二季度转为重新加仓。　　王萍二季度操作更为活跃，截至上半年末，共现身兆易创新、索通发展、中材科技、江淮汽车、禾望电气、新泉股份6家公司的前十大流通股东名单，合计持仓市值超100亿元。

七 | 其中，她新进了中材科技和禾望电气，同时增持兆易创新103.27万股，但对新泉股份进行了大幅减持，持仓降至约744.18万股。

八 | 　　葛卫东另一位关联人葛贵莲二季度新进了新泉股份前十大流通股东名单，截至上半年末持股381.17万股。　　此外，知名投资人陈发树的持仓相对稳定，数据显示，陈发树二季度末现身新华都、恒合股份、雷电微力、必创科技、亿联网络等公司前十大流通股东名单。其中，除了小幅减持亿联网络，其余几家公司的持仓不变。　　另一知名“牛散”付小铜则在二季度新进了北方稀土和同花顺，同时小幅加仓中信证券。（文章来源：券商中国）。

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Published on:22:13:19