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First regular Arctic container service China-Europe Arctic Express set to debut this week, ship operator tells GT_我的网站

一 |     　　【导读】星宇股份被曝批量劝退应届生，常州市人社局通报　　中国基金报记者夏天　　8月25日晚间，常州市人力资源和社会保障局就星宇股份（证券代码：601799）解聘应届大学毕业生一事发布情况通报。　　通报称，近期媒体报道常州星宇车灯股份有限公司（以下简称星宇股份）解聘应届大学毕业生，引发社会关注，常州市人力资源和社会保障局成立专项工作组开展全面调查，现将调查情况通报如下：　　星宇股份共招录2026届高校毕业生440名，与其中107人解除劳动合同。协商过程中“方法简单生硬，缺乏充分有效沟通，造成不良影响”，对此企业已深表歉意，并对人力资源总监作出停职处理。    

    The first cargo ship of the China-Europe Arctic Express berths at Ningbo Zhoushan Port in East China's Zhejiang Province on December 6, 2025. Photo: VCG
A Chinese shipping company has confirmed with the Global Times the plan to launch a regular container service via Russia's Northern Sea Route to Europe this week, marking a new Arctic option for Asia-Europe trade once it sets sail.
Chinese container shipping company Sea Legend Shipping told the Global Times on Tuesday that its vessel Dubai Tower, originally scheduled to depart Ningbo-Zhoushan Port in East China's Zhejiang Province, on August 15, has had its departure adjusted because of weather conditions. The company said it is making internal arrangements for the maiden voyage of the China-Europe Arctic Express Route. 
According to industry observers, the move reflects growing interest in Arctic shipping as global logistics networks continue to diversify beyond traditional canal routes. As polar ice retreats and seasonal navigation windows widen, the Arctic is emerging as a practical alternative for some Asia-Europe shipments, particularly those seeking to avoid congested or geopolitically sensitive sea lanes.
On Monday, the Financial Times reported that Sea Legend would launch the first regular container shipping service through the Arctic this week. The report said the company has branded the service the "Ice Silk Road," a reference to the historical Silk Road linking China and Europe.
The move comes as Arctic shipping increases amid rapidly shrinking sea ice. The Northern Sea Route recorded a record 23 transits last summer, up from 15 in 2024, according to figures cited by the FT.
Sea Legend told the Global Times that, compared with traditional China-Europe routes that can take around 40 days, the Arctic passage could cut transit time by nearly half, reducing the journey to about 20 days under direct service conditions.
The inaugural voyage is expected to call at Qingdao Port, Shanghai Port, Taicang Port and Ningbo-Zhoushan Port in China before continuing to European ports including Teesport and Felixstowe in the UK, Hamburg in Germany and Gdynia in Poland. The final domestic calling sequence may still change due to typhoon-related weather conditions.
The service will carry cargo including energy storage containers and related components, power batteries and new energy vehicles - goods that typically require faster transit, stable schedules and controlled transport conditions.
Sea Legend said the Arctic route could offer exporters a new solution in terms of both speed and reliability, as traditional canal and mainline routes face growing uncertainty from congestion, geopolitical disruptions and longer port waiting times.
The company also said the route has cooperation agreements with destination terminals including Felixstowe, Rotterdam, Wilhelmshaven and Antwerp, giving vessels priority berthing and a "green channel" advantage that could reduce anchorage delays and logistics costs.
Zhong Zhechao, an international logistics service expert told the Global Times on Tuesday that the move highlights rising interest in using the Arctic region for shipping, with Arctic shipping gradually becoming a practical alternative in the global logistics network as melting ice expands seasonal navigation windows and shipping lines seek to avoid congested and geopolitically sensitive sea lanes.
For exporters - especially cross-border e-commerce firms, manufacturers of seasonal products, and new energy companies - shorter shipping times could ease inventory pressure and reduce working-capital costs by allowing more flexible production and sales planning.
Zhong said this may be particularly valuable for companies racing to meet European sales seasons, as shorter transit times improve responsiveness to overseas demand.
The company also said the Arctic's low-temperature environment may be especially suitable for transporting new energy products such as batteries and energy storage systems, which require heightened attention to safety and thermal-risk considerations during transit.
Looking ahead, Sea Legend aims to achieve roughly four months of stable annual operation within the next three to five years, with a longer-term goal of year-round Arctic navigation within five to ten years.
The launch underscores how Chinese shipping firms are accelerating their Arctic deployment, turning what was once a long-term vision into operational reality.
According to the Xinhua News Agency, in September 2025, Ningbo-Zhoushan Port launched its first China-Europe Arctic container express route. The move was expected to provide strong support for trade enterprises to expand into new international logistics channels, the port said.
In recent years, Arctic shipping routes have increasingly come under the spotlight in the international community and have the potential to become important routes in international trade, Lin Jian, Chinese Foreign Ministry spokesperson, told a press conference in September 2025.
China stands ready to work with Russia and other Arctic states as well as interested countries to strengthen international cooperation on the building and operation of basic infrastructure along Arctic shipping routes and jointly advance the development and exploration of the routes and protect the environment there, Lin said.
。经查，该企业不存在违规享受就业和人才类政府补贴行为。

二 | 　　事件发生后，人社部门已为解约毕业生提供一对一就业推荐服务。截至8月25日，107人中已有22人实现就业，14人参加其他企业面试，人社部门表示将继续为其余人员提供就业服务。　　常州市人社局同时表示，将督促企业“引以为戒、举一反三，提升人力资源管理水平，切实保障职工权益”，并加强对全市企业用工检查和指导，引导企业注重人文关怀，主动承担社会责任。　　据媒体此前报道，8月8日，星宇股份HR集中约谈2026届校招生，要求以“个人原因”主动离职，除正常薪资外，公司给予半个月工资作为补偿；拒绝该方案的校招生则将被调岗至产线操作岗。有校招生提供的约谈录音显示，HR强调“公司近期确实各方面的经营都有出现一些情况”。

三 | 　　公开资料显示，星宇股份成立于1993年，2011年在上交所主板上市。公司主营汽车（主要是乘用车）车灯的设计、开发、制造和销售，产品包括汽车前照灯、后组合灯、雾灯等。根据弗若斯特沙利文的数据，按2024年销售额计算，星宇股份在国内和全球车灯市场的整体市场占有率分别为11.0%、4.2%，位列国内第一、全球第七；在全球和国内智能车灯市场均排名第一。公司客户涵盖鸿蒙智行、奇瑞、吉利、大众、理想、丰田、宝马、奔驰、比亚迪、蔚来、小鹏等主流整车制造商。　　近年来，星宇股份营收规模持续扩容，但增长速度明显放缓。2023年、2024年及2025年，公司营收分别为102.48亿元、132.53亿元和152.57亿元，归母净利润分别为11.02亿元、14.08亿元和16.24亿元。营收同比增速从2024年的29.3%回落至2025年的15.1%。进入2026年，放缓趋势未见明显改观，一季度营收为34.30亿元，同比增速进一步降至10.84%；净利润为3.55亿元，同比增长10.26%。

四 | 　　2025年，公司海外市场收入达6.34亿元，同比增长27.05%，大幅高于国内市场15.83%的增速，但海外收入仅占总营收的4.3%。　　值得关注的是，星宇股份正在全力推进“A+H”两地上市布局。2026年1月26日，公司首次向港交所递交H股发行上市申请。此后，公司于5月被证监会要求补充材料。7月29日，由于首版招股书六个月期满失效，公司重新向香港联交所递交了更新版申请。8月14日，星宇股份公告称，已收到中国证监会出具的境外发行上市备案通知书，拟发行不超过4479.97万股境外上市普通股并在香港联交所主板上市。备案通知书自出具之日起12个月内有效。若H股发行完成，星宇股份将形成“A+H”两地上市平台。　　招股书显示，公司计划将H股募集资金用于提升全球生产布局、研发项目、数字化基础设施升级、加强具身智能领域研发及补充营运资金等。　　对于正在港股IPO关键期冲刺的星宇股份而言，如何平衡资本扩张与社会责任，将是其必须回答的课题。　　截至8月25日收盘，星宇股份股价报84.42元/股，总市值为241.2亿元。（文章来源：中国基金报）。

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