GZP(SH:601228) Zhong Guo Xin Wen Wang·2025-05-12 12:38Core Insights - Guangzhou Port has experienced significant growth in foreign trade cargo throughput, with a year-on-year increase of 17.49% from January to April, and a 21.91% increase in foreign trade container throughput [1] - In April alone, foreign trade cargo and container throughput grew by 19.23% and 20.37% respectively, with notable increases in container volume to ASEAN countries and a strong performance in Belt and Road Initiative countries [1] Group 1: Foreign Trade Performance - From January to April, Guangzhou Port's foreign trade cargo throughput increased by 17.49%, while foreign trade container throughput rose by 21.91% [1] - In April, the foreign trade cargo throughput grew by 19.23%, and container throughput increased by 20.37% [1] - Container volume to ASEAN countries saw a remarkable increase of 30.88%, raising its share of total foreign trade to 20.27% [1] Group 2: Service Enhancements - Guangzhou Port has introduced targeted measures to support foreign trade enterprises, including extending the free storage period for North American line export containers to 30 days from May 15 to July 31 [1] - From May 10 to July 31, there will be no restrictions on the entry time for heavy containers into the Nansha Port area, addressing storage needs for export containers [1] Group 3: Inland Port Development - To ensure stable cargo sources, Guangzhou Port has innovated a "port + inland" linkage model, adding a new inland port node in Liuzhou, bringing the total to 35 across various regions [2] - The port has expanded its sea-rail intermodal services, launching new routes such as the "Xiang-Yue Non-Sea Rail Intermodal Express" and "Yangtze Economic Belt - Southeast Asia" e-commerce trains [2] - Currently, Guangzhou Port operates 39 sea-rail intermodal trains and 74 shuttle buses, enhancing connectivity to inland areas and leveraging RCEP tariff benefits [2]