Core Viewpoint - Shanghai Yizhong reported a significant increase in net profit for 2025, driven by the inclusion of its core product in the national medical insurance directory and increased R&D investments [2]. Group 1: Company Performance - Shanghai Yizhong's total revenue for 2025 reached approximately 317.08 million yuan, a year-on-year increase of 82.72%, with net profit soaring by 819.42% to about 64.13 million yuan [2]. - Chipway Technology achieved a revenue of 394 million yuan in 2025, reflecting an 11.52% increase, while net profit decreased by 4.91% to 10.6 million yuan [5]. Group 2: Share Buybacks - XGIMI Technology plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 159.51 yuan per share [3]. - Lexin Technology also intends to repurchase shares with a similar financial commitment, with a maximum price of 170.29 yuan per share [3]. Group 3: Risk Warnings - ST Kaiyuan anticipates a potential delisting risk warning due to expected negative net assets for 2025 [4]. Group 4: Important Investments - Aorui Technology's subsidiary plans to invest approximately 145 million yuan in computing power equipment [7]. - ZTE Corporation intends to invest 117 million yuan in a fund focused on new generation information technology and advanced manufacturing [10]. - Dawn Holdings is set to acquire a plastic and engineering plastic compound business in Vietnam for approximately 15.74 million USD [11]. Group 5: New Projects and Developments - Guangdong Electric Power A announced the successful commissioning of its Maoming Bohua Power Plant, with a total investment of 7.48 billion yuan and an expected annual power generation of 8.6 billion kWh [12]. - Ugreen Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [12].

Core Insights - Guangzhou Port's cargo throughput reached 57.93 million tons in January, marking an 8.19% year-on-year increase, while container throughput hit 2.51 million TEUs, up 14.81% year-on-year [1] - The foreign trade container throughput exceeded 1.35 million TEUs, representing a 13.34% year-on-year growth, achieving a new monthly historical high [1] - The internal trade cargo throughput was 41.75 million tons, reflecting a 12.29% year-on-year increase, indicating a strong trend of coordinated development between internal and external trade [1] Infrastructure Developments - On January 9, the Guangzhou Port Group's Nansha headquarters was officially inaugurated, marking a strategic shift from "facing the river" to "facing the sea" [1] - The Nansha headquarters aligns with the "Five Ports Linkage" strategy, promoting the aggregation of high-end elements in shipping, logistics, trade, and finance [1] - Ongoing projects include the planning and construction of key facilities such as Nansha Port Phase V and international general terminals, aimed at enhancing the capacity for large vessel unloading [1] Transportation and Logistics Enhancements - Guangzhou Port is deepening the construction of a "river-sea-rail" multimodal transport system, extending its service network to the Pan-Pearl River Delta and the central and southwestern regions [2] - On January 28, the first voyage of the GAC International "Longsha-Nansha" container feeder service was launched, establishing an integrated logistics system for automobile exports [2] - The cost of transporting a single car to the port can be reduced by 40%, with efficiency improvements exceeding 150% compared to traditional transport methods [2]

Core Insights - Guangzhou Port's cargo throughput reached 57.93 million tons in January, marking an 8.19% year-on-year increase, while container throughput hit 2.51 million TEUs, up 14.81% year-on-year [1] - The foreign trade container throughput exceeded 1.35 million TEUs, a 13.34% increase year-on-year, setting a new monthly historical record [1] - The establishment of the Nansha headquarters on January 9 signifies a strategic shift for Guangzhou Port from "facing the river" to "facing the sea," enhancing the integration of shipping, logistics, trade, and finance [1] Summary by Sections Cargo and Container Throughput - In January, Guangzhou Port achieved a cargo throughput of 57.93 million tons, reflecting an 8.19% increase compared to the previous year [1] - Container throughput reached 2.51 million TEUs, which is a 14.81% year-on-year growth [1] - Waterway cargo turnover amounted to 1788.95 billion ton-kilometers, showing an 8.08% increase year-on-year [1] Foreign and Domestic Trade - Foreign trade container throughput surpassed 1.35 million TEUs, with a year-on-year growth of 13.34%, marking a record high for a single month [1] - Domestic trade cargo throughput was 41.75 million tons, reflecting a 12.29% increase year-on-year, indicating a strong trend of coordinated development between domestic and foreign trade [1] Strategic Developments - The Nansha headquarters of Guangzhou Port Group was officially inaugurated on January 9, indicating a significant strategic transition [1] - The port is advancing key projects such as the Nansha Port Phase V and international general terminals to enhance the capacity for large vessel handling [1] - The construction of a 200,000-ton channel is underway, which will allow the largest container ships to access the Nansha Port area at all times once completed [1] Multi-Modal Transport System - Guangzhou Port is deepening the construction of the "river-sea-rail" multi-modal transport system, extending its service network to the Pan-Pearl River Delta and central and southwestern regions [2] - On January 28, the first container feeder service "Longsha-Nansha" was launched, creating an integrated logistics system for automobile exports, reducing the cost of shipping a single car by 40% and improving efficiency by over 150% compared to traditional transport methods [2]

Group 1 - Far East Holdings announced that its subsidiary won a contract order worth 3.075 billion yuan, including contracts for green building cables and smart manufacturing cables [1] - Yifan Pharmaceutical received a drug registration certificate for Vitamin K1 injection, which is used to treat vitamin K deficiency-related bleeding [2] - Guangdong Electric Power A's Maoming Bohua Power Plant's Unit 4 has successfully commenced commercial operation, with a total investment of 7.484 billion yuan and an expected annual power generation of 8.6 billion kWh [4] Group 2 - Longfly Fiber reported that the global fiber optic cable industry market environment is normal, with product price fluctuations needing comprehensive assessment [25] - Shanghai Yizhong's net profit for 2025 increased by 819.42%, with total revenue of 317 million yuan, a growth of 82.72% [22] - Guizhou Power's subsidiary received a government subsidy of 200 million yuan [8] Group 3 - Zhongxing Communications plans to invest 117 million yuan in the Jianxing Zhanlu Fund, which focuses on new information technology and advanced manufacturing [10] - Suwen Electric Power's subsidiary established a joint investment fund with a total commitment of 68.5 million yuan, with Suwen contributing 5 million yuan [26] - ST Kaiyuan announced that its stock may face delisting risk due to expected negative net assets for 2025 [27]

Core Viewpoint - Guangzhou Port (601228.SH) expects to achieve significant growth in container and cargo volumes in January 2026, indicating a positive outlook for the company's operational performance [1] Group 1: Container Volume - The company anticipates completing a container volume of 2.438 million TEUs in January 2026, representing a year-on-year increase of 14.5% [1] Group 2: Cargo Volume - The expected cargo volume for the same period is 50.782 million tons, reflecting a year-on-year growth of 12.7% [1]

2026 年 1 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 243.8 万标准箱，同比增长 14.5%；预计完成货物吞吐量 5,078.2 万吨， 同比增长 12.7%。 证券代码：601228 证券简称：广州港 公告编号：2026-002 债券代码：115012.SH、240489.SH、243016.SH、243145.SH、243396.SH、243619.SH、244653.SH 债券简称：23 粤港 01、24 粤港 01、25 粤港 01、25 粤港 02、25 粤港 03、25 粤港 04、26 粤港 01 广州港股份有限公司 2026 年 1 月份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。 2026 年 2 月 3 日 本公告所载公司 2026 年 1 月份的业务数据属于快速统计数据，与最终实际 数据可能存在差异，敬请投资者注意投资风险。 特此公告。 广州港股份有限公司董事会 ...

广州港（601228）(601228.SH)发布公告，2026年1月份，公司预计完成集装箱吞吐量243.8万标准箱，同 比增长14.5%;预计完成货物吞吐量5,078.2万吨，同比增长12.7%。 ...

智通财经APP讯，广州港(601228.SH)发布公告，2026年1月份，公司预计完成集装箱吞吐量243.8万标准 箱，同比增长14.5%;预计完成货物吞吐量5,078.2万吨，同比增长12.7%。 ...

广州港公告称，2026年1月，公司预计完成集装箱吞吐量243.8万标准箱，同比增长14.5%；预计完成货 物吞吐量5078.2万吨，同比增长12.7%。公告提示，该业务数据为快速统计数据，与最终实际数据可能 有差异。 ...

Core Insights - The shipping and port sector experienced a rise of 0.59% on January 28, with Haitong Development leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Haitong Development (603162) closed at 13.05, up 4.82% with a trading volume of 252,400 shares and a transaction value of 328 million yuan [1] - Qingdao Port (601298) closed at 9.47, up 2.82% with a trading volume of 403,500 shares and a transaction value of 381 million yuan [1] - Qin Port Co. (601326) closed at 3.63, up 2.54% with a trading volume of 472,100 shares and a transaction value of 170 million yuan [1] - Liaoning Port Co. (601880) closed at 1.69, up 2.42% with a trading volume of 1,938,200 shares and a transaction value of 326 million yuan [1] - Ningbo Shipping (600798) closed at 3.84, up 2.13% with a trading volume of 635,100 shares and a transaction value of 243 million yuan [1] Capital Flow - The shipping and port sector saw a net outflow of 476 million yuan from institutional investors, while retail investors contributed a net inflow of 88.99 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2][3] Individual Stock Capital Flow - Zhonggu Logistics (603565) experienced a net outflow of 41.62 million yuan from institutional investors, while retail investors had a net outflow of 11.08 million yuan [3] - Liaoning Port Co. (601880) saw a net inflow of 34.01 million yuan from institutional investors, indicating strong interest [3] - Haitong Development (603162) had a net inflow of 22.27 million yuan from institutional investors, but a net outflow of 24.31 million yuan from retail investors [3]