Core Points - The company reported a total cargo throughput of 32,066,800 tons for August 2025, representing a year-on-year increase of 4.97% [1] - The total cargo throughput for the year-to-date reached 236,699,300 tons, showing a year-on-year increase of 10.14% [1] - Container throughput for August 2025 was 854,800 TEUs, which is a 12.36% increase compared to the same month last year [1] - Year-to-date container throughput reached 6,405,600 TEUs, reflecting a 10.12% increase year-on-year [1] Summary by Category Cargo Throughput - August 2025 cargo throughput: 32,066,800 tons, up 4.97% year-on-year [1] - Year-to-date cargo throughput: 236,699,300 tons, up 10.14% year-on-year [1] Container Throughput - August 2025 container throughput: 854,800 TEUs, up 12.36% year-on-year [1] - Year-to-date container throughput: 6,405,600 TEUs, up 10.12% year-on-year [1]

Core Points - The company reported a container throughput of 2.319 million TEUs, representing a year-on-year increase of 1.2% [2] - The expected total cargo throughput for 2025 is 49.878 million tons, with a year-on-year growth of 2.0% [2] - For the period from January to August 2025, the company anticipates a container throughput of 18.037 million TEUs, reflecting a year-on-year increase of 7.5% [2] - The expected cargo throughput for the same period is 385.870 million tons, showing a year-on-year growth of 2.5% [2] - The data provided for August 2025 and the January to August 2025 period are preliminary statistics and may differ from final actual figures [2]

Core Insights - Guangzhou Port has experienced significant growth in foreign trade cargo throughput, with a year-on-year increase of 17.49% from January to April, and a 21.91% increase in foreign trade container throughput [1] - In April alone, foreign trade cargo and container throughput grew by 19.23% and 20.37% respectively, with notable increases in container volume to ASEAN countries and a strong performance in Belt and Road Initiative countries [1] Group 1: Foreign Trade Performance - From January to April, Guangzhou Port's foreign trade cargo throughput increased by 17.49%, while foreign trade container throughput rose by 21.91% [1] - In April, the foreign trade cargo throughput grew by 19.23%, and container throughput increased by 20.37% [1] - Container volume to ASEAN countries saw a remarkable increase of 30.88%, raising its share of total foreign trade to 20.27% [1] Group 2: Service Enhancements - Guangzhou Port has introduced targeted measures to support foreign trade enterprises, including extending the free storage period for North American line export containers to 30 days from May 15 to July 31 [1] - From May 10 to July 31, there will be no restrictions on the entry time for heavy containers into the Nansha Port area, addressing storage needs for export containers [1] Group 3: Inland Port Development - To ensure stable cargo sources, Guangzhou Port has innovated a "port + inland" linkage model, adding a new inland port node in Liuzhou, bringing the total to 35 across various regions [2] - The port has expanded its sea-rail intermodal services, launching new routes such as the "Xiang-Yue Non-Sea Rail Intermodal Express" and "Yangtze Economic Belt - Southeast Asia" e-commerce trains [2] - Currently, Guangzhou Port operates 39 sea-rail intermodal trains and 74 shuttle buses, enhancing connectivity to inland areas and leveraging RCEP tariff benefits [2]

Core Viewpoint - Ningbo Port (601018) announced an expected increase in container throughput and cargo throughput for April 2025, indicating positive growth trends in the logistics and shipping industry [1] Group 1: Container Throughput - The company anticipates completing a container throughput of 4.27 million TEUs in April 2025, representing a year-on-year growth of 8.8% [1] Group 2: Cargo Throughput - The expected cargo throughput is projected to reach 104 million tons in April 2025, reflecting a year-on-year increase of 7.5% [1]