The Zhitong Finance App learned that Huaxi Securities released a research report stating that China Merchants Port (00144) was given an “increase in holdings” rating for the first time, mainly considering the company's long-term main business growth and stable investment income. It also expects revenue for 2023-25 to be HK$13167/142.12/14.547 billion, and net profit of HK$8289/94.23/10.261 billion. As the world's leading port developer, investor and operator, it has invested in 42 ports on 6 continents and 25 countries or regions. The company's revenue, market capitalization and gross margin are among the highest in the market.

According to the report, China Merchants Port is deeply involved along the “Belt and Road” and is leading the industrial layout and transformation. Based on the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, the company has thoroughly responded to the “Belt and Road” initiative and continuously expanded domestic and foreign port investment and construction along the Belt and Road. It is also focusing on building an integrated port cluster in Shenzhen, leading the transformation of an intelligent green port, improving production capacity efficiency to make up for the slowdown in capacity expansion; under the “Belt and Road” policy opportunities, it is actively laying out high-quality overseas port assets, following industrial and trade transfers, and strengthening overseas efforts to improve quality and efficiency. Furthermore, the company's investment income accounts for 80%, and excellent long-term equity investment guarantees future returns. After production capacity entered a period of steady growth, capital expenditure was reduced, and more attention was paid to shareholders' rights.