Business description: China Merchants Port Group Co., Ltd.

China Merchants Port Group Co Ltd, formerly Shenzhen Chiwan Wharf Holdings Ltd, is a China-based company primarily engaged in the provision of port services. The Company's business is divided into four parts. Port business includes port investment, port operations, loading, unloading and handling of bulk cargo and yard storage operations in the port area. The comprehensive development business provides services such as warehouse/yard leasing, warehouse/yard loading and unloading operations, customs declaration, station deconsolidation, multimodal transport, logistics transportation, and warehousing value-added services. The smart technology business focuses on smart port solutions, smart port open platforms, and smart port technology operations. The ecological extension business promotes collaboration and cooperation between the upstream and downstream of the port logistics value chain by integrating port ecological service resources.

Number of employees: 15,152

Sales by Activity: China Merchants Port Group Co., Ltd.

Fiscal Period: December 2020 (CNY) 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY)

Ports Operation - Mainland China, Hong Kong and Taiwan - Pearl River Delta

510.3Cr 616.9Cr 677.4Cr 607.57Cr 643.16Cr

Ports Operation - Other areas

347.49Cr 369.52Cr 408.65Cr 475.16Cr 545.06Cr

Ports Operation - Mainland China, Hong Kong and Taiwan - Others

333.37Cr 374.62Cr 355.21Cr 357.44Cr 344.38Cr

Ports Operation - Mainland China, Hong Kong and Taiwan - Bohai Rim

6.27Cr 6.92Cr 7.42Cr 7.68Cr 3.54Cr

Ports Operation - Mainland China, Hong Kong and Taiwan - Yangtze River Delta

7.34Cr 96Cr 113.99Cr 56Cr 12.44L

Bonded Logistics Business

42Cr 46Cr 45Cr 53Cr 58Cr

Others

15Cr 18Cr 16Cr 18Cr 19Cr
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Geographical breakdown of sales: China Merchants Port Group Co., Ltd.

Fiscal Period: December 2020 (CNY) 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY)

Mainland China, Hong Kong and Taiwan

911.76Cr 1.16TCr 1.21TCr 1.1TCr 1.06TCr

Other Locations

350.1Cr 373.32Cr 412.51Cr 479.19Cr 550.96Cr
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Executive Committee: China Merchants Port Group Co., Ltd.

Manager TitleAgeSince
Chief Executive Officer 54 24/07/2023
Director of Finance/CFO 61 01/05/2021
Chief Operating Officer 57 -
General Counsel 53 01/08/2020
Corporate Officer/Principal 54 -
See CHINA MERCHANTS PORT GROUP CO., LTD. governance

Composition of the Board of Directors: China Merchants Port Group Co., Ltd.

Director TitleAgeSince
Chairman 56 01/02/2020
Director/Board Member 63 01/12/2018
Chairman 59 18/10/2021
Director/Board Member 62 01/05/2021
Director/Board Member 70 01/05/2020
Director/Board Member 66 01/05/2020
Director/Board Member 48 01/05/2021
Director/Board Member 37 01/05/2020
Director/Board Member 44 01/05/2020
Director/Board Member 53 -
Composition of the Board of Directors

Shareholders: China Merchants Port Group Co., Ltd.

NameEquities%Valuation
China State-Owned Assets Supervision & Admn Commission
88.08 %
1,51,95,26,648 88.08 % 4 203 M ¥
Ningbo State-Owned Asset Sup. & Mgmt. Commssion
33.43 %
57,67,09,537 33.43 % 1 595 M ¥
Shenzhen State-Owned Assets Supervision & Admin. Commission
3.759 %
6,48,50,182 3.759 % 179 M ¥
China-Africa Development Fund Co., Ltd. (Invt Mgmt)
0.9049 %
1,56,10,368 0.9049 % 43 M ¥
China Life Asset Management Co., Ltd.
0.2918 %
50,34,022 0.2918 % 14 M ¥
NameEquities%Valuation
China State-Owned Assets Supervision & Admn Commission
30.75 %
5,53,14,208 30.75 % 111 M ¥
2.279 %
41,00,000 2.279 % 8 M ¥
State Street Global Advisors France SA
0.1462 %
2,63,082 0.1462 % 529 645 ¥
List of CHINA MERCHANTS PORT GROUP CO., LTD. shareholders

Holdings: China Merchants Port Group Co., Ltd.

NameEquities%Valuation
2,08,53,00,146 49.67% 4 056 M $
3,64,69,71,029 18.75% 1 894 M $
13,51,71,293 3.62% 107 M $

Company details: China Merchants Port Group Co., Ltd.

China Merchants Port Group Co., Ltd.

23-25/F, China Merchants Port Bldg

518067, Shenzhen

+86 755 2682 8888

http://www.szcwh.com
address China Merchants Port Group Co., Ltd.(001872)

Port Operators

Change 5d. change 1-year change 3-years change Capi.($)
-0.10%+0.16%-3.97%+31.65% 675.14Cr
+1.61%+0.64%+59.09%+188.99% 2.11TCr
+0.37%+3.99%+27.85%+27.44% 319.22Cr
-2.62%-3.95%+34.54%+132.40% 116.43Cr
-0.14%-0.14%+107.49%+155.91% 113.18Cr
+0.63%+3.06%+3.06%+30.94% 103.74Cr
+2.55%-1.67%+5.60%+84.65% 92Cr
+12.22%0.00%+129.55%+33.77% 76Cr
Average +1.74%+14.83%+45.40%+85.72% 450.28Cr
Weighted average by Cap. +1.19%+2.20%+43.73%+131.82%
See all sector performances
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
2
Last Close Price
19.56CNY
Average target price
23.44CNY
Spread / Average Target
+19.84%
Consensus

Annual profits - Rate of surprise

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