北部湾港涨0.54%，成交额4.06亿元，近3日主力净流入-9375.21万

Core Viewpoint - The article highlights the strategic importance of Beibu Gulf Port as a key logistics hub in the western land-sea trade corridor, benefiting from policies related to the Hainan Free Trade Port and the Belt and Road Initiative. Group 1: Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, playing a crucial role in China's southwestern coastal port group and serving as a gateway for international trade with ASEAN countries [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 minor contributions from other services [8]. - As of September 30, 2025, the company reported a revenue of 5.535 billion yuan, a year-on-year increase of 12.92%, while net profit attributable to shareholders decreased by 13.89% to 789 million yuan [8]. Group 2: Operational Performance - In 2023, the company achieved a cargo throughput of 31.04 million tons, reflecting a year-on-year growth of 10.81%, and accounted for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, marking a 14.26% increase and representing 100% of the port's total container throughput [3]. - The port has established specialized services for importing fruits, alcohol, and meat, and has opened multiple shipping routes for Thai and Vietnamese fruits, along with providing comprehensive cold chain logistics services [3]. Group 3: Market Dynamics - The company is positioned to benefit from the Hainan Free Trade Port policies, which are expected to enhance cooperation between Yangpu Port and Beibu Gulf Port, leading to mutual advantages [2]. - The ongoing development of the Belt and Road Initiative and the western land-sea new corridor is receiving significant support from national and local governments, which is likely to bolster the port's logistics capabilities [3]. - The stock has seen a recent decline in net inflow from major investors, indicating a potential shift in market sentiment [4][5].