位于广东广州荔湾区东沙街东洛围码头、由广州港集团有限公司投资打造的黄沙水产中心近日开业。该 中心将打造成集"交易+物流+展贸+电商+文旅+美食"于一体的智能型水产产业综合体，为广州市建设国 际消费中心城市、高质量发展海洋经济、擦亮"食在广州"名片提供新载体。 黄沙水产中心拥有集中供冷、供氧、供海水系统，实现24小时天然海水供应；搭建"数字黄沙"智能管理 平台，实现交易、物流、数据分析全流程数字化。 （文章来源：人民日报） ...

Core Insights - The port industry is experiencing significant growth in cargo and container throughput, driven by the recovery of foreign trade and shipping, with expectations for continued positive trends throughout the year [1][2]. Group 1: Throughput Growth - From January to July 2025, the total cargo throughput reached 10.44 billion tons, a year-on-year increase of 4.4%, while container throughput reached 20 million TEUs, up 6.2% year-on-year [2]. - Among 17 A-share listed port companies, 8 reported year-on-year increases in revenue and net profit for the first half of 2025, with Liaoning Port Co., Ltd. achieving a revenue of 5.693 billion yuan, up 5.93%, and a net profit of 956 million yuan, up 110.78% [2]. Group 2: Company Performance - Guangzhou Port expects to complete a container throughput of 18.037 million TEUs from January to August 2025, a 7.5% increase year-on-year, and a cargo throughput of 38.587 million tons, up 2.5% [3]. - Shanghai International Port Group reported a record monthly container throughput of 5.02 million TEUs in August 2025 [3]. Group 3: Green and Smart Transformation - As of August 2025, China has built 23 automated container terminals and 29 automated dry bulk terminals, with over 60% of container handling equipment in major international hub ports being environmentally friendly [4]. - The port industry is actively promoting smart and green port construction, with companies like Guangzhou Port and Shanghai International Port Group making significant advancements in automation [4]. - Shenzhen Port's Yantian Port area achieved a LNG refueling volume of over 310,000 cubic meters in the first half of 2025, surpassing the total for the previous year, and reported a container throughput of over 7.58 million TEUs, a 12.7% increase [5].

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

Company Overview - Guangzhou Port is located in Yuexiu District, Guangzhou, Guangdong Province, and was established on December 28, 2010, with its listing date on March 29, 2017 [1] - The company primarily engages in the loading and unloading of various goods including containers, coal, grain, steel, automobiles, metal ores, and oil products, with the revenue composition being: loading and related services 50.05%, trading business 27.27%, logistics and port auxiliary services 20.24%, and others 2.43% [1] Financial Performance - For the first half of 2025, Guangzhou Port achieved operating revenue of 6.909 billion yuan, representing a year-on-year increase of 2.18%, while the net profit attributable to shareholders decreased by 8.78% to 552 million yuan [2] - Since its A-share listing, the company has distributed a total of 2.4 billion yuan in dividends, with 943 million yuan distributed over the past three years [3] Stock Market Activity - As of September 3, Guangzhou Port's stock price decreased by 2.05% to 3.34 yuan per share, with a total market capitalization of 25.199 billion yuan [1] - The stock has seen a year-to-date decline of 0.33%, a 5-day decline of 1.18%, a 20-day increase of 1.80%, and a 60-day increase of 4.67% [1] - The stockholder count as of August 20 was 64,500, a decrease of 6.30% from the previous period, with an average of 116,907 circulating shares per shareholder, an increase of 6.72% [2] Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 27.4446 million shares, a decrease of 8.7199 million shares from the previous period [3] - The Southern CSI 500 ETF ranks as the seventh largest circulating shareholder, holding 22.5623 million shares, an increase of 320.56 thousand shares from the previous period [3]

Core Points - In August 2025, the company expects to achieve a container throughput of 2.319 million TEUs, representing a year-on-year increase of 1.2% [1] - The company anticipates a cargo throughput of 49.878 million tons in August 2025, reflecting a year-on-year growth of 2.0% [1] - For the period from January to August 2025, the company projects a container throughput of 18.037 million TEUs, which is a 7.5% increase compared to the same period last year [1] - The expected cargo throughput for January to August 2025 is 385.87 million tons, showing a year-on-year growth of 2.5% [1] Summary by Category Container Throughput - Expected container throughput for August 2025: 2.319 million TEUs, up 1.2% year-on-year [1] - Projected container throughput for January to August 2025: 18.037 million TEUs, up 7.5% year-on-year [1] Cargo Throughput - Expected cargo throughput for August 2025: 49.878 million tons, up 2.0% year-on-year [1] - Projected cargo throughput for January to August 2025: 385.87 million tons, up 2.5% year-on-year [1]

Core Viewpoint - The company, Guangzhou Port, anticipates a steady growth in container and cargo throughput for the year 2025, indicating a positive outlook for its operational performance [1] Container Throughput - For August 2025, the company expects to achieve a container throughput of 2.319 million TEUs, representing a year-on-year increase of 1.2% [1] - From January to August 2025, the projected container throughput is 18.037 million TEUs, reflecting a year-on-year growth of 7.5% [1] Cargo Throughput - The company forecasts a cargo throughput of 49.878 million tons for August 2025, which is a year-on-year increase of 2.0% [1] - For the period from January to August 2025, the expected cargo throughput is 385.870 million tons, showing a year-on-year growth of 2.5% [1]

Core Points - The company reported a container throughput of 2.319 million TEUs, representing a year-on-year increase of 1.2% [2] - The expected total cargo throughput for 2025 is 49.878 million tons, with a year-on-year growth of 2.0% [2] - For the period from January to August 2025, the company anticipates a container throughput of 18.037 million TEUs, reflecting a year-on-year increase of 7.5% [2] - The expected cargo throughput for the same period is 385.870 million tons, showing a year-on-year growth of 2.5% [2] - The data provided for August 2025 and the January to August 2025 period are preliminary statistics and may differ from final actual figures [2]

格隆汇9月2日丨广州港(601228.SH)公布，2025年8月份，公司预计完成集装箱吞吐量231.9万标准箱，同 比增长1.2%；预计完成货物吞吐量4,987.8万吨，同比增长2.0%。2025年1-8月，公司预计完成集装箱吞 吐量1,803.7万标准箱，同比增长7.5%；预计完成货物吞吐量38,587.0万吨，同比增长2.5%。 ...

证券代码：601228 证券简称：广州港 公告编号：2025-051 债券代码：137812.SH、115012.SH、240489.SH、243016.SH、243145.SH、243396.SH、243619.SH 债券简称：22 粤港 04、23 粤港 01、24 粤港 01、25 粤港 01、25 粤港 02、25 粤港 03、25 粤港 04 广州港股份有限公司 2025 年 8 月份及 1-8 月主要生产数据提示性公告 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。 2025 年 8 月份，广州港股份有限公司（以下简称"公司"）预计完成集装箱 吞吐量 231.9 万标准箱，同比增长 1.2%；预计完成货物吞吐量 4,987.8 万吨， 同比增长 2.0%。2025 年 1-8 月，公司预计完成集装箱吞吐量 1,803.7 万标准箱， 同比增长 7.5%；预计完成货物吞吐量 38,587.0 万吨，同比增长 2.5%。 本公告所载公司 2025 年 8 月份及 1-8 月的业务数据属于快速统计数据，与 最终实际数据可 ...

Core Viewpoint - Guangzhou Port (601228.SH) expects to achieve a container throughput of 2.319 million TEUs in August 2025, representing a year-on-year increase of 1.2% [1] - The company anticipates a total cargo throughput of 49.878 million tons in the same period, reflecting a year-on-year growth of 2.0% [1] Summary by Relevant Categories Container Throughput - For the period from January to August 2025, the company projects a container throughput of 18.037 million TEUs, which is a year-on-year increase of 7.5% [1] Cargo Throughput - During the same January to August 2025 timeframe, the expected cargo throughput is 385.870 million tons, showing a year-on-year growth of 2.5% [1]