Core Viewpoint - Guangzhou Port (601228.SH) anticipates significant growth in container and cargo volumes for December 2025, indicating a positive outlook for the company's operational performance [1] Group 1: December 2025 Projections - The company expects to complete a container volume of 2.326 million TEUs, representing a year-on-year increase of 11.6% [1] - The projected cargo volume for December 2025 is 50.869 million tons, reflecting a year-on-year growth of 6.2% [1] Group 2: Annual Projections for 2025 - For the full year 2025, the company estimates a total container volume of 27.131 million TEUs, which is a year-on-year increase of 7.7% [1] - The expected total cargo volume for 2025 is 582.974 million tons, showing a year-on-year growth of 2.6% [1]

广州港股份有限公司 2025 年 12 月份及 1-12 月主要生产数据提示性公告 证券代码：601228 证券简称：广州港 公告编号：2025-067 债券代码：115012.SH、240489.SH、243016.SH、243145.SH、243396.SH、243619.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 特此公告。 广州港股份有限公司董事会 2026 年 1 月 1 日 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 12 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 232.6 万标准箱，同比增长 11.6%；预计完成货物吞吐量 5,086.9 万吨， 同比增长 6.2%。2025 年 1-12 月，公司预计完成集装箱吞吐量 2,713.1 万标准箱， 同比增长 7.7%；预计完成货物吞吐量 58,297.4 万吨，同比增长 2.6%。 本公告所载公司 2025 年 12 月份及 1-12 月的 ...

Core Viewpoint - Guangzhou Port (601228.SH) expects to achieve significant growth in container throughput and cargo throughput by December 2025, indicating a positive outlook for the company's operational performance [1] Group 1: Container Throughput - The company anticipates a container throughput of 2.326 million TEUs in December 2025, representing a year-on-year increase of 11.6% [1] - For the full year of 2023, the expected container throughput is 27.131 million TEUs, reflecting a year-on-year growth of 7.7% [1] Group 2: Cargo Throughput - The projected cargo throughput for December 2025 is 50.869 million tons, which is a year-on-year increase of 6.2% [1] - For the entire year of 2023, the expected cargo throughput is 582.974 million tons, showing a year-on-year growth of 2.6% [1]

Core Viewpoint - Guangzhou Port (601228.SH) expects significant growth in container throughput and cargo throughput for December 2025, indicating a positive outlook for the company's operational performance [1] Group 1: Container Throughput - The company anticipates completing a container throughput of 2.326 million TEUs in December 2025, representing an 11.6% year-on-year increase [1] - For the entire year of 2025, the expected container throughput is 27.131 million TEUs, reflecting a 7.7% year-on-year growth [1] Group 2: Cargo Throughput - The projected cargo throughput for December 2025 is 50.869 million tons, which is a 6.2% increase compared to the previous year [1] - For the full year of 2025, the company expects to achieve a cargo throughput of 582.974 million tons, marking a 2.6% year-on-year growth [1]

Core Viewpoint - The company anticipates significant growth in container throughput and cargo volume by the end of 2025, indicating a positive outlook for its operational performance [1] Group 1: Container Throughput - By December 2025, the company expects to achieve a container throughput of 2.326 million TEUs, representing an 11.6% year-on-year increase [1] - For the entire year of 2025, the projected container throughput is 27.131 million TEUs, reflecting a 7.7% year-on-year growth [1] Group 2: Cargo Volume - The company forecasts a cargo throughput of 50.869 million tons by December 2025, which is a 6.2% increase compared to the previous year [1] - The total cargo throughput for the year 2025 is expected to reach 582.974 million tons, marking a 2.6% year-on-year growth [1] Group 3: Data Disclaimer - The company notes that the provided data is based on preliminary statistics and may differ from actual figures [1]

Core Viewpoint - Guangzhou Port (601228.SH) expects significant growth in container throughput and cargo throughput for December 2025, indicating a positive outlook for the company's operational performance [1] Group 1: Container Throughput - The company anticipates completing a container throughput of 2.326 million TEUs in December 2025, representing an 11.6% year-on-year increase [1] - For the entire year of 2025, the expected container throughput is 27.131 million TEUs, which reflects a 7.7% year-on-year growth [1] Group 2: Cargo Throughput - The projected cargo throughput for December 2025 is 50.869 million tons, showing a 6.2% increase compared to the previous year [1] - For the full year of 2025, the company expects to achieve a cargo throughput of 582.974 million tons, marking a 2.6% year-on-year growth [1]

Important Matters - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, resulting in stock suspension [1] - Unisplendour intends to purchase equity or full ownership of Ruineng Semiconductor, leading to stock suspension [1] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-6257 tablets, with no similar drugs approved in the domestic market [1] - Longpan Technology's subsidiary is reducing production on some lithium iron phosphate production lines for maintenance, a move echoed by several leading manufacturers in the industry [1] Investment Operations - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with 10,000 DMIPS [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for $4.1 billion [1] - Spring Airlines intends to buy 30 Airbus A320neo series aircraft, with a transaction amount not exceeding $4.128 billion [1] - Tsinghua Tongfang is making breakthroughs in the open-source HarmonyOS field for product and commercialization [1] - Guangzhou Port is investing 2.353 billion yuan in the intelligent transformation project of the Nansha Port International General Terminal [1] - International Composite Materials plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [1] - State Power Investment Corporation's subsidiary is co-investing with CATL in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [1] - Haisheng Pharmaceutical's invested company has completed the first subject enrollment in the Phase II clinical trial of the innovative drug NWRD06 injection, targeting a specific liver cancer marker [1] Contracts and Collaborations - Chinalco International signed overseas project contracts worth approximately 14 billion yuan [2] - Tianqi Lithium has completed a strategic cooperation with SQM and Codelco [2] - Roman Co., Ltd.'s subsidiary signed a 156 million yuan computing power service project contract [2] - China Duty Free Group's wholly-owned subsidiary signed a duty-free project contract at Beijing Capital International Airport [2] - Reascend Technology's high-silica fiber has begun commercial cooperation with a well-known international aerospace company for long-term product supply [2] - Macro Micro Technology signed a strategic cooperation agreement with a leading domestic transmission company, focusing on GaN power semiconductor devices [2] Capital Operations - Tianqi Co., Ltd. plans to raise no more than 977 million yuan through a private placement for the development of a robot embodiment intelligence system for the automotive industry [2] - SMIC's registered capital in SMIC Southern will increase to $10.077 billion; it plans to acquire 49% equity in SMIC Northern for 40.6 billion yuan [2] - Changan Automobile intends to raise no more than 6 billion yuan through a private placement [2] Share Buybacks - Kweichow Moutai's controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, completing the buyback plan [3] - AVIC Heavy Machinery has been supplying key forgings to several commercial rocket companies [3] - Huihan Co., Ltd. invested 68.25 million yuan to establish a private equity fund, specifically investing in a commercial aerospace company [3] - Sega Technology plans to increase its investment in optical module company Guangcai Xincheng by 275 million yuan to acquire a 20% stake [3]

Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]

Group 1 - Shenjian Co., Ltd. reported that the revenue from its commercial aerospace application sector is relatively small [1] - Daye Co., Ltd. stated that its robotic tendon products have not yet entered mass production [1] - International Composite Materials plans to establish a project with an annual production capacity of 36 million meters of high-frequency and high-speed electronic fiber cloth [1] Group 2 - Baiyun Electric has won a bid for a project worth 137 million yuan from the State Grid [1] - Xixia Construction intends to transfer 10% of its stake in Nanjing Xingcheng for 34.5033 million yuan [1] - Xinghui Huan Materials plans to repurchase shares worth between 50 million and 100 million yuan [1] Group 3 - Oulu Tong's controlling shareholder plans to reduce its stake by no more than 1.91% [1] - Beimo High-Tech intends to raise no more than 1.97 billion yuan through a private placement [2] - Chang'an Automobile plans to raise no more than 6 billion yuan through a private placement to Chang'an Automobile Group [2]

Core Viewpoint - Guangzhou Port (601228.SH) plans to upgrade the Nansha Port Area's international general cargo terminal project to enhance service capacity and meet the growing cargo throughput demand, with a total estimated investment of 2.35322 billion yuan [1] Group 1 - The project aims to address the increasing cargo throughput in the Nansha Port Area [1] - The upgrade is intended to improve competitiveness in the regional market [1] - The project will be managed and operated by Guangzhou Nansha International General Terminal Co., Ltd., a wholly-owned subsidiary of the company [1]