客运方面，2025年，广州完成客运量3.38亿人次，同比增长1.8%。其中，铁路完成旅客运输接近1.5亿 人次，航空客运量超1.1亿人次，同比分别增长3.0%和5.0%。 中新网广州1月24日电 (记者 许青青)据广州市统计局消息，2025年广州市交通运输总体运行平稳且稳中 有进，客货运量均超上年同期水平。其中，白云机场旅客吞吐量突破8300万人次；货运周转量在水路周 转量高速增长的带动下呈双位数增长，港口货物吞吐量接近7亿吨。 2025年，广州白云国际机场年旅客吞吐量首次突破8000万人次，达8358.77万人次，同比增长9.5%，成 功跻身全球"八千万级旅客出行俱乐部"。全年国际和港澳台地区旅客吞吐量达1744.72万人次，同比增 长19.3%。 广州港全年完成货物吞吐量6.99亿吨，集装箱吞吐量2805.09万标准箱，同比分别增长1.6%和6.0%。 2025年，广州港外贸箱量首次超越内贸箱量，成为港口增长的主要驱动力。外贸货物吞吐量、集装箱吞 吐量同比分别增长11.4%和19.7%。(完) 货运方面，2025年全年完成货物运输9.59亿吨，同比增长0.9%；完成货物周转量26888.65亿吨千米，同 ...

来源：港口圈 1、都说香港港"跌跌"不休，2025年还好吗？ 说实话，不太好。2025年，香港港完成集装箱吞吐量1291万TEU，同比下降5.7%。当然，近十年来香 港的集装箱吞吐量几乎每年都下跌，在2023年的时候甚至跌破双位数，为-13.7%。但今年还有一个数据 值得关注，广州港外贸箱量做了1400万TEU，这也是历史上首次超过香港港。 2、那香港港口失去的量，都去哪里了？ 我们从大湾区整个盘子来看啊。2015年，深圳港外贸箱量是2309万TEU，香港是2007万TEU，而广州只 有576万TEU，当年三大港口的外贸箱量合计是4892万TEU。也就是说三港的外贸箱比例是47：41： 12，深圳香港旗鼓相当，广州落后一大截。 而到了2025年，深圳港外贸箱量是3312万TEU，香港港1290万TEU，而广州港1400万TEU，三个港口合 计箱量是6000万TEU。 三港的外贸箱比例为55：22：23，深圳遥遥领先，广州追回一大截。 3、这种进一步下滑的趋势，能止住吗？ 我们还是看数据。香港目前每周有168班次航线，其中亚洲线128班，南美15班，北美7班，欧洲3班，其 他15班。这个数据虽然看起来还不错，但 ...

Core Viewpoint - Guangzhou Port is positioning itself as a high-level international shipping service hub, focusing on integrating port development into the core agenda of the marine economy, marking a significant transformation in its operational strategy [1]. Group 1: Port Development and Performance - Guangzhou Port achieved a cargo throughput of over 696 million tons and a container throughput exceeding 28 million TEUs during the 14th Five-Year Plan period, ranking among the top six ports globally [1]. - The proportion of foreign trade containers surpassed 50%, indicating a successful transition to a dual-circulation hub that balances domestic and international trade [1]. Group 2: Expansion of Shipping Network - By 2025, Guangzhou Port is expected to rank 12th globally and second in China, following Shanghai and Hong Kong, according to the Xinhua-Baltic International Shipping Center Development Index [2]. - The launch of the WSA3 shipping route to South America's west coast marks a significant milestone, facilitating the export of Chinese manufactured goods and the import of high-quality products from Latin America [2]. - Guangzhou Port plans to add 10 new foreign trade routes by the end of 2025, bringing the total to 182, with a focus on the Belt and Road Initiative and RCEP countries [2]. Group 3: Multi-Modal Transport System - The sea-rail intermodal transport volume is projected to exceed 700,000 TEUs by 2025, reflecting a year-on-year growth of 15.7% [3]. - The port has established 39 sea-rail intermodal routes connecting 11 provinces and 38 inland ports, enhancing its domestic logistics capabilities [3]. Group 4: Infrastructure Investment and Upgrades - During the 14th Five-Year Plan, Guangzhou Port Group invested 26 billion yuan in key projects, including the fully automated Nansha Phase IV terminal, increasing port capacity by 12 million tons [3]. - The establishment of the Nansha headquarters signifies a strategic shift towards enhancing the port's operational capabilities and global competitiveness [4]. Group 5: Future Goals and Strategic Initiatives - Guangzhou Port aims to become a world-class strong port by investing 20 billion yuan in top-tier port facilities and enhancing cargo and container throughput capacities [4]. - The port is focusing on digitalization, intelligence, and green transformation, aiming to create a low-carbon demonstration port area and improve the business environment [4]. - The local government plans to attract more shipping companies and enhance logistics services, particularly in emerging markets like Southeast Asia, the Middle East, and Latin America [5].

南方财经记者陈梦璇 广州报道 1月19日，广州市第十六届人民代表大会第六次会议开幕，广州市市长孙志洋向大会作政府工作报告（以下简称"报告"）。报告 提出，高水平打造国际航运服务枢纽，将港口发展纳入海洋经济的核心议程，为广州港下一阶段发展锚定方向。 截至2025年底，广州港全年新增10条外贸航线，累计开辟182条外贸班轮航线，其中"一带一路"航线152条，RCEP国家航线98 条。航线网络不仅覆盖传统欧美、亚非主要贸易区，更持续向"一带一路"共建国家和新兴市场延伸。 在向外织密全球网络的同时，广州港向内构建了便捷高效的多式联运体系，在筑牢内贸基本盘的同时拓展经济辐射半径。2025 年海铁联运量突破70万标箱，同比增长15.7%。39条海铁联运班列连通国内11个省份38个内陆无水港，73条水上"穿梭巴士"支线 有效串联南沙枢纽港与内河支线港，"湾区一港通"覆盖大湾区23个主要内河港口，实现了与铁路、公路、内河等运输方式的无 缝衔接。 硬件设施的持续升级为枢纽能级提供保障。"十四五"期间，广州港集团累计投资260亿元，建成南沙四期全自动化码头、南沙国 际物流中心等一批重点项目，新增港口通过能力1.2亿吨，港口综合服 ...

Group 1 - The core point of the article is that Guangzhou Port (601228) has disclosed its shareholder count, which is projected to reach 61,433 by December 31, 2025 [1]

证券日报网讯 1月19日，广州港在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东人数 为61433户。 （文章来源：证券日报） ...

Core Insights - Guangzhou Port is projected to handle over 696 million tons of cargo and exceed 28 million TEUs in container throughput by 2025, maintaining its position among the top six global ports [1] - The port has seen a 10.73% growth in foreign trade cargo throughput and nearly 20% growth in foreign trade container throughput, leading the growth among coastal ports in China [1] - The establishment of the Nansha headquarters signifies a strategic move to enhance resource allocation and promote the integration of shipping, logistics, trade, and finance in the region [1] Group 1 - Guangzhou Port has expanded its global shipping network, adding 10 new foreign trade routes, including a direct route from Nansha to South America, totaling 182 foreign trade routes [1] - The port has established close shipping connections with over 400 ports in more than 100 countries and regions [1] - The port's foreign trade container throughput has surpassed 50% for the first time, marking a successful transition from being the largest domestic trade port to a dual-circulation hub [1] Group 2 - Guangzhou Port has built an efficient multimodal transport system, achieving seamless connections with rail, road, and inland waterway transport [2] - The sea-rail intermodal volume is expected to exceed 700,000 TEUs in 2025, reflecting a 15.7% year-on-year growth [2] - The port operates 39 sea-rail intermodal trains connecting 38 inland ports across 11 provinces, enhancing logistics efficiency [2] Group 3 - Guangzhou Port has risen to 12th place globally in the Xinhua-Baltic International Shipping Center Development Index, ranking 4th in China [2] - The port cluster in the Guangdong-Hong Kong-Macao Greater Bay Area, including Guangzhou, Shenzhen, Dongguan, and Foshan, is projected to handle about one-quarter of the national container throughput [2]

Core Viewpoint - The shipping and port sector experienced a rise of 1.07% on January 19, with Xiamen Port leading the gains, while the Shanghai Composite Index closed at 4114.0, up 0.29% [1]. Group 1: Stock Performance - Xiamen Port (000905) closed at 13.60, up 5.59% with a trading volume of 510,700 shares and a transaction value of 690 million [1]. - COSCO Shipping Energy (600026) closed at 14.57, up 3.85% with a trading volume of 506,900 shares and a transaction value of 737 million [1]. - Strait Holdings (002320) closed at 11.08, up 3.84% with a trading volume of 610,700 shares and a transaction value of 673 million [1]. - China Merchants South Oil (601975) closed at 3.33, up 2.78% with a trading volume of 1,418,400 shares and a transaction value of 469 million [1]. - Haitong Development (603162) closed at 12.60, up 2.69% with a trading volume of 139,900 shares and a transaction value of 177 million [1]. Group 2: Capital Flow - The shipping and port sector saw a net inflow of 176 million from institutional investors, while retail investors experienced a net outflow of 1.08 billion [2]. - Major stocks like COSCO Shipping Energy and Strait Holdings attracted significant net inflows of 78.63 million and 58.81 million respectively from institutional investors [3]. - Conversely, retail investors withdrew 38.70 million from COSCO Shipping Energy and 56.58 million from Strait Holdings, indicating a divergence in investor sentiment [3].

Core Insights - Guangzhou Port is projected to handle over 696 million tons of cargo and exceed 28 million TEUs in container throughput by 2025, maintaining its position among the top six global ports [1] - The port has achieved double-digit growth in foreign trade cargo and container throughput, with foreign trade cargo increasing by 10.73% and container throughput by nearly 20%, marking a successful transition to a "dual circulation hub" [1] Global Network Expansion - Since 2025, Guangzhou Port has expanded its global shipping network, adding 10 new foreign trade routes, including a direct route from Nansha to South America, totaling 182 foreign trade routes [2] - The port has established deep cooperation with all top ten global shipping companies and formed friendly relations with 60 international ports, leading the nation in the number of friendly ports [2] Multimodal Transport System - Guangzhou Port has developed an efficient multimodal transport system, achieving seamless connections with rail, road, and inland waterway transport, and has maintained its status as the top domestic container port for 17 consecutive years [3] - In 2025, the sea-rail intermodal transport volume surpassed 700,000 TEUs, reflecting a year-on-year growth of 15.7% [3] Business Environment Optimization - The port has implemented a 24-hour pilot service with zero waiting time, reducing the average stay of container vessels to 0.87 days, ranking among the world's best [4] - Guangzhou has hosted significant economic development conferences, signing 21 projects with a total investment of nearly 7 billion yuan, expected to generate additional revenue of nearly 10 billion yuan [4] Infrastructure Upgrades - The Nansha Port area has established the world's first fully automated multimodal transport terminal, increasing container handling efficiency by 30% and deploying 158 unmanned guided vehicles for continuous operations [5] - The port has achieved 100% shore power coverage, with a total shore power supply exceeding 17 million kilowatt-hours, resulting in a carbon reduction of 11,730 tons [5] International Ranking Improvement - In 2025, Guangzhou Port ranked 12th globally in the Xinhua-Baltic International Shipping Center Development Index, surpassing Tokyo and ranking 4th in China [7] - The Pearl River cruise brand has gained significant influence, with Guangzhou ranking first globally in the International Urban Cruise Vitality Index Report, receiving over 4 million cruise passengers in 2025 [7]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 广州港股份有限公司（以下简称"公司"）于2026年1月15日召开第四届董事会第三十四次会议审议通过 了《关于公司计提2025年度各项资产减值准备的议案》。根据《企业会计准则》和公司相关会计政策， 为真实、公允地反映公司的财务状况及经营成果，本着谨慎性原则，公司对合并报表范围内截至2025年 12月31日的应收款项、固定资产及商誉等各类资产进行了减值测试，对可能发生减值迹象的相关资产计 提相应的减值准备，具体情况如下： 一、计提减值准备情况 根据《企业会计准则》要求，按照规定程序和方法，公司本次计提资产减值准备的范围包括应收票据、 应收账款、其他应收款、合同资产、固定资产、商誉，合计33,501.93万元，具体明细如下： ■ 二、本次计提减值准备对公司的影响 本次计提各项资产减值准备合计33,501.93万元，将减少公司2025年度利润总额33,501.93万元。本次计提 减值准备的相关数据尚未经会计师事务所审计，最终以审计数为准。 公司本次计提各项资产减值准备符合《企业会计准则》 ...