宁波港(601018)1月5日公告，2025年12月份预计完成集装箱吞吐量465万标准箱，同比增长21.9%；预计 完成货物吞吐量1.023亿吨，同比增长8.2%。2025年度预计累计完成集装箱吞吐量5296万标准箱，同比 增长11.2%；预计累计完成货物吞吐量12.161亿吨，同比增长7.2%。 ...

格隆汇12月31日丨广州港(601228.SH)公布，2025年12月份，公司预计完成集装箱吞吐量232.6万标准 箱，同比增长11.6%；预计完成货物吞吐量5,086.9万吨，同比增长6.2%。2025年1-12月，公司预计完成 集装箱吞吐量2,713.1万标准箱，同比增长7.7%；预计完成货物吞吐量58,297.4万吨，同比增长2.6%。 ...

（原标题：巴库国际贸易海港吞吐量首次突破10万标箱） 2020年，巴库港集装箱吞吐量为4万标箱，2024年达7.6万个，增幅高达 90%，并于2025年首次突破10万大关。同时，巴库港货物吞吐量也呈现稳步增 长。2018年，港口投入运营后货物吞吐量达378.7万吨。2025年前11个月已增 至754.7万吨。 阿塞拜疆"Caliber"网12月18日报道，2025年以来，巴库国际贸易海港集装 箱吞吐量突破10万标箱，创历史新高。为提高货物处理效率，2025年2月底以 来，阿政府统筹管理铁路和港口，并于9月在巴库港成立了统一转运中心，汇 集了政府机构和货运代理公司。 ...

人民财讯12月12日电，招商港口（001872）12月12日公告，2025年11月集装箱吞吐量为1724.8万标箱， 同比增长6.4%；本年累计吞吐量为1.89亿标箱，同比增长5.2%。 ...

广州港公告，2025年11月份，公司预计完成集装箱吞吐量239.9万标准箱，同比增长14.7%；预计完成货 物吞吐量5085.4万吨，同比增长3.9%。2025年1-11月，公司预计完成集装箱吞吐量2447.8万标准箱，同 比增长7.2%；预计完成货物吞吐量5.32亿吨，同比增长2.3%。 ...

Core Insights - The company reported a significant increase in port cargo throughput, with a year-on-year growth of 22.73% reaching 32.879 million tons by October 2025 [1] - Container throughput also saw a notable rise, increasing by 11.30% to 947,100 TEUs [1] Summary by Category Company Performance - The company's total cargo throughput reached 32.879 million tons, reflecting a robust growth rate of 22.73% compared to the previous year [1] - The container segment experienced a growth of 11.30%, with throughput amounting to 947,100 TEUs [1]

Group 1 - The core point of the article is that Beibu Gulf Port (000582.SZ) reported its cargo throughput data for October 2025, showing significant growth in both total cargo and container throughput [1] Group 2 - In October 2025, the total cargo throughput reached 32.879 million tons, representing a year-on-year increase of 22.73% [1] - The container throughput was 947,100 TEUs, which reflects a year-on-year growth of 11.30% [1]

Core Insights - The company reported a total cargo throughput of 30.16 million tons in September, representing a year-on-year increase of 9.00% [1] - Container throughput reached 842,500 TEUs, showing a year-on-year growth of 12.07% [1]

Core Viewpoint - Goldman Sachs has raised the net profit forecasts for China Merchants Port (00144) and COSCO Shipping Ports (01199) for 2025 to 2027 by 2% to 6% [1] Group 1: Company Analysis - COSCO Shipping Ports is favored due to strong performance at its European terminals and improved performance at Qianhai Port, with a projected dividend yield of 5% in 2025 and a target price increase from HKD 5.3 to HKD 6, rated as "Buy" [1] - China Merchants Port's target price has been raised from HKD 13.1 to HKD 14.2, rated as "Neutral" [1] Group 2: Industry Outlook - Despite the backdrop of increased U.S. tariffs and trade uncertainties, the container throughput at mainland ports grew by 7% year-on-year in the first half of the year [1] - Future growth projections indicate year-on-year increases of 4.6%, 2.7%, and 2.5% for 2025, 2026, and 2027 respectively, suggesting a slowdown to 2% growth in the second half of 2025 [1] - China Merchants Port anticipates a 2% price increase in contract negotiations for 2026, while other operators expect no further price hikes beyond inflation adjustments [1] - Both China Merchants Port and COSCO Shipping Ports are optimistic about contract price growth for overseas terminals due to faster throughput growth and rising costs [1]

Core Insights - The company reported a total cargo throughput of 32.07 million tons in August, representing a year-on-year increase of 4.97% [1] - Container throughput reached 854,800 TEUs, showing a year-on-year growth of 12.36% [1]