格隆汇10月30日丨辽港股份(02880.HK)公告，2025年前三季度营业收入84.26亿元，同比增长5.99%；归 属于上市公司股东的净利润13亿元，同比增长37.51%。基本每股收益0.054505元。 ...

Core Viewpoint - The report indicates a slight increase in revenue for the third quarter, but a minor decline in net profit, reflecting mixed performance for the company in the recent period [1] Financial Performance - In Q3, the company achieved an operating revenue of 4.293 billion, representing a year-on-year growth of 2.44% [1] - The net profit attributable to shareholders for Q3 was 1.180 billion, showing a year-on-year decrease of 0.78% [1] - For the first three quarters, the company reported a total operating revenue of 12.762 billion, with a year-on-year increase of 4.89% [1] - The net profit attributable to shareholders for the first three quarters was 3.807 billion, reflecting a year-on-year growth of 1.89% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 港口控股有限公司 CHINA MERCHANTS PORT HOLDINGS COMPANY LIMITED （根據公司條例於香港註冊成立之有限公司） （股份代號：00144） 自願公告 主要股東招商局港口集團股份有限公司 截 至 2025 年 9 月 30 日止九個月的季度報告 本公告乃由招商局港口控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）自 願作出。 招商局港口集團股份有限公司（「CMPG」）為本公司的主要股東，其A股及B股在深 圳證券交易所上市（股份代號：001872/201872）。於2025年9月30日，CMPG擁有 本公司已發行股份的約49.67%權益。 根據深圳證券交易所的相關上市規則，CMPG須發佈其截至2025年9月30日止九個 月的季度報告（「CMPG季度報告」），其載列有關本集團營運的財務資料及若干營運 數據。 於2025年10月30日，CMPG發佈CMPG季度報告， ...

Core Viewpoint - Liaoning Port Co., Ltd. (601880.SH) reported a year-on-year increase in revenue and net profit for the first three quarters of 2025, indicating positive financial performance [1] Financial Performance - The total operating revenue for the first three quarters reached 8.426 billion yuan, reflecting a year-on-year growth of 5.99% [1] - The net profit attributable to shareholders of the parent company was 1.3 billion yuan, showing a significant year-on-year increase of 37.51% [1] - The basic earnings per share stood at 0.05 yuan [1]

Core Insights - The article highlights the increasing significance of ports as indicators of foreign trade amidst global economic pressures and changing trade patterns [1] - Ningbo has rapidly advanced its port development projects, showcasing a sense of urgency and efficiency in response to the approved "Ningbo-Zhoushan Port Overall Plan (2035)" [3][11] Project Deployment - Following the approval of the overall plan, Ningbo quickly initiated a project list with over 70 billion yuan in investments, including 14 major water transport projects aimed at supporting a port industry system worth over 1 trillion yuan [3] - By September 2025, Ningbo's fixed asset investment in water transport is projected to reach 228 billion yuan, exceeding the planned target by 142.5% [3] Port Performance - In the first three quarters of the year, Ningbo Port achieved a cargo throughput of 540 million tons and a container throughput of 29.093 million TEUs, reflecting year-on-year growth of 2.8% and 7.7% respectively [4] Approval Mechanisms - Ningbo has established three mechanisms—"expedited promotion, efficient approval, and collaborative problem-solving"—to streamline the project approval process [5] - The "efficient approval" mechanism allows for parallel processing of approvals and permits the submission of supplementary materials after the initial application, significantly reducing approval times [8] Resource Management - A new joint consultation mechanism for port shoreline resources was implemented to ensure optimal allocation and prevent inefficient use of resources [9][10] - This mechanism has already facilitated the efficient matching of shoreline resources with high-quality projects, ensuring maximum utility from every meter of shoreline [10] Future Projections - The revised overall plan predicts that by 2035, Ningbo-Zhoushan Port will handle 1.8 billion tons of cargo and 60 million TEUs, establishing a spatial layout of "one port, two cores, and twenty districts" [12]

Core Insights - The company reported a revenue of 638,807,413.04 yuan for the third quarter of 2025, representing a year-on-year decrease of 0.86% [1] - The net profit attributable to shareholders of the listed company was 50,490,129.74 yuan, showing a year-on-year increase of 5.28% [1] Financial Performance - Revenue for Q3 2025: 638.81 million yuan, down 0.86% year-on-year [1] - Net profit for Q3 2025: 50.49 million yuan, up 5.28% year-on-year [1]

Core Insights - The company reported a total operating revenue of 29.949 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 3.18% [1] - The net profit attributable to shareholders of the parent company was 11.273 billion yuan, showing a year-on-year decline of 4.56% [1] - The basic earnings per share stood at 0.4852 yuan [1] Financial Performance - Total operating revenue: 29.949 billion yuan, up 3.18% year-on-year [1] - Net profit attributable to shareholders: 11.273 billion yuan, down 4.56% year-on-year [1] - Basic earnings per share: 0.4852 yuan [1]

Core Viewpoint - The company proposes a financing agreement with Terminal Link, indicating a strategic move to support business development needs within the port and related sectors [1] Group 1: Financing Agreement - The company’s board recommends entering into a financing agreement with Terminal Link, which is partially owned by the company’s wholly-owned subsidiary Direct Achieve and CMA CGM’s wholly-owned subsidiary CMA Terminals [1] - The company will provide a shareholder loan of $19.6 million (approximately HK$153 million) to Terminal Link, with an annual interest rate of 8.25% [1] Group 2: Business Development - The company believes that providing the shareholder loan will support the business development needs of Terminal Link and KFTL, making the transaction beneficial for the group [1]

Core Viewpoint - The company proposes to enter into a financing agreement with Terminal Link, which is beneficial for supporting the business development needs of Terminal Link and KFTL [1] Group 1: Financing Agreement - The company’s board of directors recommends providing a shareholder loan of USD 19.6 million (approximately HKD 153 million) to Terminal Link [1] - The loan will carry an annual interest rate of 8.25% [1] Group 2: Business Operations - The company’s core business includes port and port-related operations [1] - The transaction is viewed as advantageous for the group, aligning with its strategic goals [1]

Core Viewpoint - Shandong Port Qingdao Port leverages its geographical advantage near Japan and South Korea, establishing a comprehensive maritime shipping network that connects major ports in these countries, facilitating efficient logistics for international trade [1] Group 1 - Qingdao Port handles a significant volume of international transshipment business with Japan and South Korea [1] - The port operates approximately 40 direct "Japan-Korea Express" sailings each week, enhancing the efficiency and convenience of maritime logistics between China, Japan, and South Korea [1] - The establishment of this dense maritime logistics corridor strengthens Qingdao Port's role as a key hub in regional trade [1]