北部湾港涨2.86%,成交额1.96亿元,近5日主力净流入1204.49万

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, benefiting from strategic initiatives like the Belt and Road Initiative and the development of the Western Land-Sea New Corridor, which enhances its operational significance in the region [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 as a crucial gateway for international trade, particularly towards ASEAN countries, and is involved in various logistics services including cold chain logistics [3][5]. Financial Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, and a container throughput of 802.20 million TEUs, up 14.26% [3]. - For the period from January to September 2025, the company reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [8]. Market Position and Strategy - The company is positioned as a major logistics hub in the western region of China, with a focus on enhancing its port operations and expanding its service offerings in collaboration with partners [2][3]. - The company has established multiple fruit shipping routes from Thailand, Vietnam, and Cambodia, and offers comprehensive cold chain logistics services [3]. Shareholder Information - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase of 42.47% from the previous period [8]. - The top ten circulating shareholders include significant entities like the Southern CSI 500 ETF and Hong Kong Central Clearing Limited, indicating a diverse shareholder base [9].