GZP(SH:601228) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-20 04:57Core Viewpoint - Guangzhou Port is positioning itself as a high-level international shipping service hub, integrating port development into the core agenda of the marine economy, and achieving significant growth in cargo and container throughput during the 14th Five-Year Plan period [2][3]. Group 1: Port Development and Performance - Guangzhou Port achieved a cargo throughput of over 696 million tons and a container throughput exceeding 28 million TEUs, ranking among the top six ports globally [2]. - The proportion of foreign trade containers surpassed 50%, marking a successful transition to a dual-circulation hub that balances domestic and international trade [2]. - By 2025, Guangzhou Port is expected to rank 12th globally and second in China, following Shanghai, Hong Kong, and Ningbo-Zhoushan [3]. Group 2: Expansion of Shipping Network - The launch of the WSA3 shipping route to South America signifies Guangzhou Port's expansion into new markets, facilitating the export of Chinese manufactured goods and the import of high-quality products from Latin America [3]. - By the end of 2025, Guangzhou Port plans to add 10 new foreign trade routes, bringing the total to 182, with a focus on the Belt and Road Initiative and RCEP countries [3]. Group 3: Multi-Modal Transport System - The sea-rail intermodal transport volume is projected to exceed 700,000 TEUs by 2025, reflecting a year-on-year growth of 15.7% [4]. - Guangzhou Port has established 39 sea-rail intermodal routes connecting 11 provinces and 38 inland ports, enhancing its domestic trade capabilities [4]. Group 4: Infrastructure Investment and Upgrades - During the 14th Five-Year Plan, Guangzhou Port Group invested 26 billion yuan in key projects, including the fully automated Nansha Phase IV terminal, increasing port capacity by 12 million tons [4]. - The strategic shift from "facing the river" to "facing the sea" was marked by the establishment of the Nansha headquarters, which is crucial for the development of Guangzhou as an international shipping hub [5]. Group 5: Future Goals and Initiatives - Looking ahead to the 15th Five-Year Plan, Guangzhou Port aims to invest 20 billion yuan to enhance port facilities and increase cargo capacity by 10 million tons and container capacity by 5 million TEUs [5]. - The port is focusing on digitalization, intelligence, and green transformation, aiming to create a low-carbon demonstration port and improve the business environment [5]. - Efforts will be made to attract more shipping companies and enhance the quality of domestic trade routes, particularly in emerging markets [6].