GZP(SH:601228) Nan Fang Du Shi Bao·2025-12-15 13:30Core Viewpoint - Guangzhou Port is undergoing a significant transformation, shifting from being primarily a domestic trade hub to a dual-circulation nexus, with foreign trade container throughput surpassing 50% for the first time, indicating resilience and vitality in its operations [4]. Group 1: Trade Volume and Growth - From January to November 2025, Guangzhou Port's foreign trade cargo throughput reached 179 million tons, a year-on-year increase of 10.72% [1]. - The foreign trade container throughput was 13.04 million TEUs, showing a substantial growth of 19.23% year-on-year [1]. - The port is expected to achieve an annual cargo throughput of 695 million tons and a container throughput of 27.5 million TEUs, maintaining its position among the top six global ports [1]. Group 2: Structural Changes and Efficiency - The foreign trade container throughput has historically surpassed domestic trade, marking a structural shift in the port's operations [4]. - The automation at Nansha Port Area's Phase IV, featuring 158 unmanned guided vehicles, has reduced vessel stay time in port to 0.87 days, achieving globally leading efficiency metrics [4]. - The "One Port, One Declaration" initiative covers 23 inland ports in the Greater Bay Area, enhancing customs efficiency [4]. Group 3: Strategic Partnerships and Global Connectivity - Guangzhou Port has established deep cooperative relationships with all top ten global shipping companies and signed a strategic partnership memorandum with Maersk Group [4]. - The port has formed friendly relations with 60 international ports, ranking first in the country [4]. - Currently, Guangzhou Port operates 182 foreign trade shipping routes connecting over 400 ports globally, with 152 routes under the Belt and Road Initiative and 98 routes to RCEP countries [4]. Group 4: Economic Impact and Infrastructure Development - The port and related industries contribute nearly 350 billion yuan to Guangzhou's economy, highlighting the significance of the port in regional economic development [5]. - The recent opening of new terminals and anchorages has added two foreign trade berths and five deep-water anchorages, increasing foreign trade cargo handling capacity by 29 million tons per year [5]. - The expansion of the port's open access will enhance its comprehensive service capabilities and international shipping hub functions, supporting the Greater Bay Area's infrastructure connectivity [5]. Group 5: Future Development Directions - Future development of Guangzhou Port will focus on six key areas: strengthening hub functions, improving service levels, expanding the port economy, promoting smart transformation, enhancing organizational capabilities, and deepening open cooperation [6].