GZP(SH:601228) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-27 07:57Core Insights - The Guangdong provincial government aims to strengthen its port construction and enhance the international hub status of Guangzhou Port, with a target of achieving over 6.96 billion tons in cargo throughput and over 28 million TEUs in container throughput by 2025, maintaining its position among the top six global ports [3][4] Port Development - Guangzhou Port's foreign trade container throughput is expected to grow by nearly 20% in 2025, indicating a shift from network expansion to operational efficiency and higher value per container [4] - The number of foreign trade liner routes from Guangzhou Port will expand to 182 by 2025, with a focus on enhancing coverage and density to major economies and emerging markets [3][4] Export Growth - Guangzhou's foreign trade export value reached 7.56 trillion yuan from January to November 2025, with a year-on-year increase of 20.1%, significantly outpacing the growth of liner routes [4] - High-value products such as new energy vehicles, lithium batteries, and photovoltaic products are driving the increase in export value density, reflecting a shift towards higher-value international trade [4] Strategic Transformation - Guangzhou Port is transitioning from a logistics channel focused on throughput to a strategic node that supports regional industrial upgrades and higher-value international trade [4] - The port is actively constructing a hidden port network to gather inland cargo sources and has established 39 sea-rail intermodal routes and 73 shuttle barge routes, enhancing its service network across 11 provinces [4][5] High-End Shipping Services - The development of high-end shipping services is proposed to follow a two-step strategy, starting with domestic services and gradually expanding to international markets [5] - Policy support for high-end shipping services includes tax incentives and the establishment of a high-end shipping service development zone in Nansha [5] Digital and Smart Port Infrastructure - The construction of a digital infrastructure for ports is emphasized, including the integration of key technologies and the establishment of a unified data platform for port logistics [6] - The aim is to lead the development of standards and rules for green and smart ports, leveraging automation and digital technologies [6]