Core Viewpoint - Guangzhou Port (601228.SH) anticipates significant growth in container throughput and cargo throughput for November 2025, indicating a positive trend in operational performance [1] Group 1: Container Throughput - The company expects to achieve a container throughput of 2.399 million TEUs in November 2025, representing a year-on-year increase of 14.7% [1] - For the period from January to November 2025, the projected container throughput is 24.478 million TEUs, reflecting a year-on-year growth of 7.2% [1] Group 2: Cargo Throughput - The forecast for cargo throughput in November 2025 is 50.854 million tons, which marks a year-on-year increase of 3.9% [1] - From January to November 2025, the expected cargo throughput is 532.272 million tons, showing a year-on-year growth of 2.3% [1]

智通财经APP讯，广州港(601228.SH)发布公告，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53,227.2万吨，同比增长2.3%。 ...

格隆汇12月2日｜广州港公告，2025年11月份，广州港股份有限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5,085.4万吨，同比增长3.9%。2025年1-11月，公司预计完成 集装箱吞吐量2,447.8万标准箱，同比增长7.2%；预计完成货物吞吐量53,227.2万吨，同比增长2.3%。 ...

格隆汇12月2日丨广州港(601228.SH)公布，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5,085.4万吨，同比增长3.9%。2025年1-11月，公司预计完成集装 箱吞吐量2,447.8万标准箱，同比增长7.2%；预计完成货物吞吐量53,227.2万吨，同比增长2.3%。 ...

人民财讯12月2日电，广州港（601228）12月2日公告，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%。 ...

格隆汇12月2日丨广州港(601228.SH)公布，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5,085.4万吨，同比增长3.9%。2025年1-11月，公司预计完成集装 箱吞吐量2,447.8万标准箱，同比增长7.2%；预计完成货物吞吐量53,227.2万吨，同比增长2.3%。 ...

Core Viewpoint - The company anticipates significant growth in container throughput and cargo throughput for November 2025, indicating a positive trend in operational performance [1] Group 1: Container Throughput - The company expects to achieve a container throughput of 2.399 million TEUs in November 2025, representing a year-on-year increase of 14.7% [1] - For the period from January to November 2025, the projected container throughput is 24.478 million TEUs, reflecting a year-on-year growth of 7.2% [1] Group 2: Cargo Throughput - The company forecasts a cargo throughput of 50.854 million tons in November 2025, which is a year-on-year increase of 3.9% [1] - The estimated cargo throughput for January to November 2025 is 532 million tons, showing a year-on-year growth of 2.3% [1]

Core Insights - Ningbo-Zhoushan Port has achieved an annual container throughput of over 40 million TEUs for the first time, making it the second port in China and the third in the world to reach this milestone [1] Industry Summary - Container throughput is a critical indicator of port transportation capacity and international trade levels [1] - The annual container throughput at Ningbo-Zhoushan Port has shown significant growth, increasing from 30 million TEUs to 40 million TEUs in just four years [1] - Ningbo-Zhoushan Port is the fastest-growing and largest port in terms of annual container throughput increase among the top five global ports over the past decade [1]

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a major player in the port services industry, focusing on integrated port operations and benefiting from various strategic initiatives such as state-owned enterprise reforms and regional development projects like Xiong'an New Area and Beijing-Tianjin-Hebei integration [2][7]. Company Overview - Qinhuangdao Port Co., Ltd. is located in Hebei Province and provides comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][7]. - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7]. - It operates the largest public bulk cargo terminal globally and was the largest public coal terminal from 2013 to 2015 [2][7]. Financial Performance - For the period from January to September 2025, Qinhuangdao Port achieved a revenue of 5.212 billion yuan, representing a year-on-year growth of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up 3.87% year-on-year [8]. - The company's revenue composition includes 66.61% from coal and related services, 21.36% from metal ores, and smaller contributions from other services [7]. Shareholder Activity - In the past year, Changcheng Life Insurance Co., Ltd. acquired a stake in Qinhuangdao Port, holding 5.00% of the total shares [3]. Market Activity - On December 2, the stock price of Qinhuangdao Port increased by 0.56%, with a trading volume of 78.0553 million yuan and a turnover rate of 0.46%, leading to a total market capitalization of 19.947 billion yuan [1].

Core Viewpoint - Ningbo Port has achieved a historic milestone by surpassing an annual container throughput of 40 million standard containers, becoming the third port globally to join the "40 million club" after Shanghai and Singapore [1][5]. Group 1: Container Throughput Growth - The growth from 30 million to 40 million standard containers took only four years, compared to six years from 20 million to 30 million and seven years from 10 million to 20 million [5]. - Container throughput is considered a "barometer" of economic vitality, reflecting the port's significant role in the economy [5]. Group 2: Strategic Initiatives - The Zhejiang provincial government has launched the "World-Class Strong Port Construction Project (2023-2027)" to enhance the port's core competitiveness and support capabilities through ten key projects and ten reform initiatives [5]. - Ningbo Port has improved its overall layout by integrating "hub + channel + network" strategies, focusing on major engineering projects and logistics systems to support container volume growth [5]. Group 3: New Shipping Routes - The continuous opening of new shipping routes has been a key driver for the port's container volume increase, with over 300 container routes connecting more than 600 ports in over 200 countries and regions [6]. - The port's connectivity index ranks second globally, with the recent launch of the "China-Europe Arctic Express," which shortens shipping times to major European ports by at least six days [6]. Group 4: Economic Impact - The surge in container volume is attributed to the rapid development of emerging industries in China, particularly in the Yangtze River Delta region, making China the largest exporter of new energy vehicles, lithium batteries, and photovoltaic products [6]. - The transformation of China's foreign trade structure is evident, with a shift from traditional products like clothing and home appliances to new products such as new energy vehicles and lithium batteries [6].