Beibu Gulf Port (SZ:000582) Xin Lang Cai Jing·2025-11-04 07:09Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in regional logistics and trade, particularly in the context of the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3][8]. - The company operates under the strategic framework of enhancing international trade routes, particularly towards ASEAN countries, and is a key player in the national logistics network [3]. 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% increase year-on-year, indicating the company's dominant position in the port's operations [3]. Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to expand its logistics services and enhance cooperation with clients and partners [2][3]. - Beibu Gulf Port has developed specialized services for importing fruits, alcohol, and meat, and has established multiple shipping routes for Thai and Vietnamese fruits, along with comprehensive cold chain logistics services [3]. Financial Performance - For the period from January to September 2025, Beibu Gulf Port reported a revenue of 5.535 billion yuan, representing a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. - The company has a history of dividend distribution, with a total of 3.034 billion yuan paid out since its A-share listing, and 1.396 billion yuan in the last three years [8].