Group 1 - The core viewpoint of the news is that Guangzhou Port's stock has shown a positive trend with a 5.34% increase year-to-date and a 2.02% rise on November 14, reaching a price of 3.53 CNY per share [1] - As of October 31, 2025, Guangzhou Port reported a revenue of 11.163 billion CNY for the first nine months, reflecting a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 8.63% to 748 million CNY [2] - The company has distributed a total of 2.4 billion CNY in dividends since its A-share listing, with 943 million CNY distributed over the past three years [3] Group 2 - The main business segments of Guangzhou Port include loading and related services (50.29%), logistics and port auxiliary services (23.90%), trading (22.26%), and other services (3.55%) [1] - The company operates in the transportation and shipping port industry, with concepts including port transportation, free trade ports, low prices, RCEP, and the Belt and Road Initiative [2] - As of September 30, 2025, the number of shareholders for Guangzhou Port was 62,300, a slight decrease of 0.05% from the previous period, with an average of 121,068 circulating shares per shareholder, which increased by 0.05% [2]

Core Points - Multiple A-shares have announced dividend distributions, indicating a trend of returning profits to shareholders [1][2][3] Group 1: Dividend Announcements - Sanhe Tree (603737) will distribute a cash dividend of 0.50 CNY per share, totaling 369 million CNY, with the record date on November 18, 2025, and the ex-dividend date on November 19, 2025 [2] - Zhiou Technology (301376) will distribute a cash dividend of 2 CNY for every 10 shares, amounting to 80.1554 million CNY, with the same record and ex-dividend dates as above [2] - Yongqing Environmental Protection (300187) will distribute a cash dividend of 0.77 CNY for every 10 shares, with no stock bonus or capital reserve conversion, also on the same dates [2] - China Nuclear Construction (601611) will distribute a cash dividend of 0.01 CNY per share, totaling 30.1383 million CNY, with the record date on November 19, 2025, and the ex-dividend date on November 20, 2025 [2] Group 2: Additional Dividend Distributions - China CNR (601766) will distribute a cash dividend of 0.11 CNY per share, totaling approximately 3.157 billion CNY, with the record and ex-dividend dates on November 19 and 20, 2025, respectively [3] - Songzhi Co. (002454) will distribute a cash dividend of 1.50 CNY for every 10 shares, totaling 93.9345 million CNY, with the same record and ex-dividend dates [3] - Chongqing Beer (600132) plans to distribute a cash dividend of 1.30 CNY per share, totaling 629 million CNY, with the record date on November 18, 2025, and the ex-dividend date on November 19, 2025 [3]

Core Insights - Guangzhou Port reported a revenue of approximately 11.163 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 11.06% [1] - The net profit attributable to shareholders for the same period was approximately 748 million yuan, showing a year-on-year decline of 9.20% [1] - In Q3 2025, the company achieved a revenue of about 4.253 billion yuan, with a year-on-year growth of 31.44%, while the net profit attributable to shareholders was approximately 196 million yuan, down 9.41% year-on-year [1] Financial Performance - The company’s gross margin has decreased year-on-year, attributed to the launch of new terminal projects, increased asset depreciation, and financial costs [2] - The gross margin for handling and related businesses is higher than that of logistics and port auxiliary services, leading to a strategic focus on enhancing intermodal transport and comprehensive logistics services [2] - Operating cash flow for the first three quarters was 2.149 billion yuan, a year-on-year decrease of 20.73%, primarily due to the expansion of operational activities and changes in the collection cycle [2] Strategic Initiatives - The company is committed to a digital transformation strategy, focusing on innovation-driven development to enhance operational efficiency and management levels [3] - The South Sand Phase IV fully automated terminal is highlighted as a representative of the new generation of intelligent ports, with container throughput steadily increasing year by year [3] - The company emphasizes the importance of product and service quality, strengthening supply chain security management to ensure efficient material circulation [3]

（文章来源：证券日报） 证券日报网讯 11月11日晚间，锦江航运发布2025年半年度权益分派实施公告称，2025年半年度权益分 派方案为A股每股现金红利0.20元（含税），股权登记日为2025年11月17日，除权（息）日及现金红利 发放日均为2025年11月18日。 ...

【#广州港伶仃临时航道全天候通航#】2025年10月25日晚，一艘由广州开往上海的散货船，在伶仃航道 马友石灯船附近水域因碰撞沉没。事故发生后，广州海事局联合港务部门、相关港口企业立即着手船舶 交通疏导工作，优先调度符合安全通航条件的部分船舶进出港；在完成水深测量与航标调整后，10月27 日8时正式启用临时航道，采取分时段单向通航措施，船舶进出港和港口生产得到快速恢复。11月6日， 广州海事局根据伶仃临时航道扫浅、扫测和航标调整情况，进一步优化交通组织措施，于11月6日6时起 取消时段限制，将伶仃临时航道调整为全天候单向通航，其中吃水15米以下船舶正常通航，吃水15米以 上船舶乘潮通航。请过往船舶听从广州交管中心（VTS中心）及现场海巡船的交通组织安排，有序通 过。（广州海事） ...

转自：北京日报客户端 来源：广州海事 广州海事局 2025年11月7日 2025年10月25日晚，一艘由广州开往上海的散货船，在伶仃航道马友石灯船附近水域因碰撞沉没。 事故发生后，广州海事局联合港务部门、相关港口企业立即着手船舶交通疏导工作，优先调度符合安全 通航条件的部分船舶进出港；在完成水深测量与航标调整后，10月27日8时正式启用临时航道，采取分 时段单向通航措施，船舶进出港和港口生产得到快速恢复。 11月6日，广州海事局根据伶仃临时航道扫浅、扫测和航标调整情况，进一步优化交通组织措施，于11 月6日6时起取消时段限制，将伶仃临时航道调整为全天候单向通航，其中吃水15米以下船舶正常通航， 吃水15米以上船舶乘潮通航。请过往船舶听从广州交管中心（VTS中心）及现场海巡船的交通组织安 排，有序通过。 ...

广州港伶仃临时航道已实现全天候通航 2025年11月7日 2025年10月25日晚，一艘由广州开往上海的散货船，在伶仃航道马友石灯船附近水域因碰撞沉没。事故 发生后，广州海事局联合港务部门、相关港口企业立即着手船舶交通疏导工作，优先调度符合安全通航 条件的部分船舶进出港；在完成水深测量与航标调整后，10月27日8时正式启用临时航道，采取分时段 单向通航措施， 船舶进出港和港口生产得到快速恢复 。11月6日，广州海事局根据伶仃临时航道扫浅、 扫测和航标调整情况，进一步优化交通组织措施，于11月6日6时起取消时段限制，将伶仃临时航道调整 为全天候单向通航，其中吃水15米以下船舶正常通航，吃水15米以上船舶乘潮通航。请过往船舶听从广 州交管中心（VTS中心）及现场海巡船的交通组织安排，有序通过。 广州海事局 ...

广州海事局11月7日通报，10月25日晚，一艘由广州开往上海的散货船，在伶仃航道马友石灯船附近水 域因碰撞沉没。事故发生后，广州海事局联合港务部门、相关港口企业立即着手船舶交通疏导工作，优 先调度符合安全通航条件的部分船舶进出港；在完成水深测量与航标调整后，10月27日8时正式启用临 时航道，采取分时段单向通航措施，船舶进出港和港口生产得到快速恢复。11月6日，广州海事局根据 伶仃临时航道扫浅、扫测和航标调整情况，进一步优化交通组织措施，于11月6日6时起取消时段限制， 将伶仃临时航道调整为全天候单向通航，其中吃水15米以下船舶正常通航，吃水15米以上船舶乘潮通 航。请过往船舶听从广州交管中心（VTS中心）及现场海巡船的交通组织安排，有序通过。 ...

证券日报网讯广州港11月5日在互动平台回答投资者提问时表示，截至2025年10月31日，公司股东人数 为62316户。 （文章来源：证券日报） ...

Core Insights - Guangzhou Port successfully completed its first ship-to-ship LNG bunkering operation at the Nansha Port area, marking a significant milestone in its efforts to enhance operational efficiency and safety in LNG supply [1][2] - The operation involved the "Haiyang Shiyou 301," China's first and the world's largest LNG bunkering vessel, which has a capacity of 30,000 cubic meters and a high bunkering rate of 1,650 cubic meters per hour [1] - The global shipping industry is increasingly shifting towards green and low-carbon solutions, with LNG being a preferred clean energy source, thus enhancing the competitiveness of Guangzhou Port [1][2] Summary by Sections LNG Bunkering Operation - The operation involved the bunkering of the 15,000-ton container ship "MSC THAIS" with approximately 3,000 cubic meters of LNG [1] - The bunkering was conducted in conjunction with container loading and unloading operations, showcasing the port's capability for simultaneous operations [1] Safety and Efficiency Measures - A comprehensive bunkering plan was developed in collaboration with customs, maritime, port, and pilotage authorities to ensure safety and efficiency [1] - High-power firefighting tugboats were deployed on-site to monitor and respond to any potential sea condition changes during the operation [1] Green Port Development - Guangzhou Port aims to establish a cleaner and more sustainable development model, having already achieved the capability for anchorage LNG ship-to-ship bunkering in 2023 [2] - The successful implementation of this operation signifies a solid step forward in the port's green development initiatives, contributing to the optimization of the energy structure and supporting carbon neutrality goals [2]