NZP(SH:601018) Zheng Quan Shi Bao Wang·2025-10-29 14:32Group 1 - Ningbo Port reported a revenue of 7.968 billion yuan in Q3 2025, a year-on-year increase of 7.86%, while net profit attributable to shareholders was 1.278 billion yuan, a year-on-year decrease of 31.69% [1] - The decline in net profit was primarily due to a high comparison base from the previous year, where the company recorded a gain of 1.016 billion yuan from the disposal of Taicang Wanfang equity [1] - Excluding non-recurring gains and losses, the company's net profit after deducting non-recurring items was 1.266 billion yuan, reflecting a year-on-year increase of 13.79%, indicating sustained improvement in core business profitability [1] Group 2 - The steady increase in port business volume is closely related to the overall industry prosperity, with the Chinese port enterprise prosperity index at 124.25 points and the confidence index at 135 points in Q3 2025, indicating a relatively prosperous environment [2] - Ningbo Port has continuously improved its comprehensive service levels, optimizing port scheduling efficiency, service response speed, and structural adaptability [2] - The company is advancing its smart and green transformation through technological innovation and institutional reform, aiming for more scientific logistics organization and controllable operational costs [2] Group 3 - Ningbo Port is making steady progress in port project construction, with the first phase of the Fodu Container Terminal project officially starting in October 2025, marking the first large-scale container terminal project in Zhejiang Province after the approval of the overall planning [2] - The project will significantly reduce container transfer distances and, once completed, will form the largest and most influential container berth group in Ningbo Zhoushan Port [2] - The national emphasis on smart port construction and policy support has positioned Ningbo Port at the forefront of the industry, with the implementation of advanced inspection technologies [3] Group 4 - Overall, Ningbo Port has demonstrated robust development in core business profitability, throughput scale, smart transformation, and major project construction in the first three quarters of 2025 [3] - Looking ahead to Q4, the shipping prosperity index and confidence index are expected to remain in a relatively prosperous range, allowing Ningbo Port to continue seizing development opportunities [3] - The company aims to enhance its comprehensive service capabilities, laying a solid foundation for building a world-class strong port [3]