Beibu Gulf Port (SZ:000582) Xin Lang Cai Jing·2025-09-01 12:46Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in the logistics network and its growth in cargo and container throughput. Group 1: Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, serving as a key port in China's southwestern coastal port group [3] - The company primarily engages in container and bulk cargo handling, storage, and port services, with a revenue composition of 94.59% from handling and storage, 3.55% from tugboat services, and 1.16% from cargo surveying [8] Group 2: Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3] - The container throughput reached 802.20 million TEUs, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3] Group 3: Strategic Importance - Beibu Gulf Port is positioned as a crucial logistics hub in the western land-sea trade corridor, facilitating the integration of regional industries and enhancing the reach of the new trade route [2] - The port's development is supported by national policies aimed at enhancing trade with ASEAN countries and is seen as a strategic point for the 21st Century Maritime Silk Road and the Silk Road Economic Belt [3] Group 4: Market Activity - On September 1, the stock price of Beibu Gulf Port increased by 1.90%, with a trading volume of 276 million yuan and a turnover rate of 1.74%, leading to a total market capitalization of 20.308 billion yuan [1] - The stock has seen a net inflow of 11.0676 million yuan from major investors, indicating a mixed trend in investment interest [4]