Group 1 - The core viewpoint of the article is that Ningbo Port (601018) reported its financial performance for the first quarter of 2025, showing modest growth in both revenue and net profit [1] - The revenue for the first quarter of 2025 was 7.058 billion yuan, representing a year-on-year increase of 1.90% [1] - The net profit for the same period was 1.175 billion yuan, reflecting a year-on-year growth of 4.54% [1]

Core Insights - Ningbo Zhoushan Port is projected to handle approximately 1.38 billion tons of cargo in 2024, maintaining its position as the world's busiest port for 16 consecutive years, with a container throughput of 39.3 million TEUs, ranking third globally [2] Group 1: Safety Initiatives - Ningbo Port has a daily hazardous cargo operation volume exceeding one-third of the province's total, covering over 1,000 types of hazardous goods, necessitating stringent safety measures [5] - The port management has implemented a digital reform leading to the creation of an online safety monitoring platform, which has identified over 2,300 safety hazards with a 100% rectification rate [5][6] - A comprehensive safety management system has been established, including the first nationwide inspections of hazardous cargo storage tanks and a specialized action for explosive hazard areas [6] Group 2: Green Port Development - The first "green electricity terminal" in Zhejiang has been launched in Ningbo, expected to reduce carbon emissions equivalent to that of 4.1 million cars per day [8] - The port is advancing low-carbon transformation through infrastructure improvements and support for enterprises, establishing a hydrogen energy utilization system and enhancing shore power facilities [9][10] - A multi-energy fusion system has been developed, generating 27 million kWh annually, with over 600 electric trucks and a significant portion of new energy machinery [10] Group 3: Smart Port Innovations - The port has localized the deployment of the DeepSeek model in its smart gate system, marking a global first in this application [12] - Efforts are underway to enhance the smart port infrastructure, including the establishment of a "2+1" smart terminal demonstration project and the integration of autonomous vehicles [12] - A logistics cloud platform has been created, with a projected user base exceeding 70,000 by year-end, and the development of a maritime silk road index covering over 100 countries [12] Group 4: Future Outlook - The Ningbo Port Authority is committed to advancing safety, green transformation, and smart technologies, aiming for high-quality development and a leading position on the global stage [13]

证券代码：601018 证券简称：宁波港 编号：临 2025-023 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 关于召开 2024 年年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 4 月 18 日（星期五）至 4 月 24 日（星期 四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 ird@nbport.com.cn 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 宁波舟山港股份有限公司（以下简称"公司"）已于 2025 年 3 月 28 日发布公司 2024 年年度报告，为便于广大投资者更全面深入地了 解公司 2024 年年度经营成果、财务状况，公司计划于 2025 年 4 月 25 日 10:00-11:00 举行 2024 年年度业绩说明会，就投资者关心的问 1 ...

股东方面，截至2025年2月28日，宁波港股东户数133866户，较上次减少396户，户均持股市值35.28万 元，户均持股数量2.76万股。 4月16日，宁波港今日收盘3.66元，上涨1.67%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到14.54倍，总市值712.03亿元。 从行业市盈率排名来看，公司所处的航运港口行业市盈率平均14.23倍，行业中值14.56倍，宁波港排名 第19位。 来源：金融界 宁波舟山港股份有限公司的主营业务是集装箱、铁矿石、原油、煤炭、液化油品、粮食、矿建材料及其 他货种港口装卸及相关业务,同时从事综合物流、贸易销售等其他业务。公司的主要产品是集装箱、铁 矿石、原油、煤炭、液化油品、粮食、矿建材料。公司连续两年被上海证券交易所评为"信息披露工作 A类企业"，荣获"新质生产力50强""2024上市公司董事会优秀实践案例"等多项荣誉。 最新一期业绩显示，2024年年报，公司实现营业收入287.02亿元，同比10.42%；净利润48.98亿元，同 比4.91%，销售毛利率29.33%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)19宁波港14.5414.5 ...

宁波舟山港股份有限公司 2024 年年度股东大会 会议资料 二○二五年四月十七日 宁波舟山港股份有限公司 2024 年年度股东大会须知 | 目录 | | --- | | 宁波舟山港股份有限公司 2024 年年度股东大会须知 2 | | --- | | 宁波舟山港股份有限公司 2024 年年度股东大会议程及相关事项 4 | | 议案一：关于宁波舟山港股份有限公司 年年度报告（全文及摘要）的议 2024 | | 案 7 | | 议案二：关于宁波舟山港股份有限公司 2024 年度董事会工作报告的议案 8 | | 议案三：关于宁波舟山港股份有限公司 年度监事会工作报告的议案 2024 21 | | 议案四：关于宁波舟山港股份有限公司 2025 年度执行董事薪酬方案的议案..26 | | 议案五：关于宁波舟山港股份有限公司 2025 年度非执行董事薪酬方案的议案 | | 27 | | 议案六：关于宁波舟山港股份有限公司 2025 年度监事薪酬方案的议案 28 | | 议案七：关于宁波舟山港股份有限公司 2024 年度财务决算报告的议案 29 | | 议案八：关于宁波舟山港股份有限公司 2024 年度利润分配方案的议案 ...

4月8日，宁波港今日收盘3.59元，上涨4.36%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到14.26倍，总市值698.41亿元。 从行业市盈率排名来看，公司所处的航运港口行业市盈率平均13.19倍，行业中值14.03倍，宁波港排名 第21位。 截至2024年年报，共有177家机构持仓宁波港，其中基金169家、其他8家，合计持股数1772102.89万 股，持股市值682.26亿元。 最新一期业绩显示，2024年年报，公司实现营业收入287.02亿元，同比10.42%；净利润48.98亿元，同 比4.91%，销售毛利率29.33%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)21宁波港14.2614.260.89698.41亿行业平均 13.1912.691.11267.75亿行业中值14.0314.251.10127.05亿1凤凰航运-272.45-444.287.4038.66亿2宁波海 运-171.0029.580.8433.06亿3ST锦港-1.2030.490.5525.03亿4中远海控4.294.290.902108.02亿5招商南油 6.776.771.20130 ...

Financial Performance - The company expects a net profit attributable to shareholders of approximately RMB 1.174 billion for Q1 2025, representing a year-on-year increase of about 4.5%[2] - In Q1 2024, the net profit attributable to shareholders was RMB 1.124 billion, with earnings per share of RMB 0.06[3] Operational Metrics - The company achieved a container throughput of 12.12 million TEUs from January to March 2025, a year-on-year increase of 11.1%[5] - The total cargo throughput reached 28.818 million tons during the same period, reflecting a year-on-year growth of 1.8%[5] - The growth in container and cargo throughput has driven a year-on-year increase in revenue from related sectors[5] - Profits from the shipping companies controlled by the company also saw a year-on-year increase[5] Financial Reporting - The financial data provided is preliminary and has not been audited by an accounting firm, with final figures to be disclosed in the Q1 2025 report[6]

Group 1: Company Announcements - WuXi AppTec announced the sale of 50.8 million shares of WuXi AppTec Holdings through block trading, with a transaction amount of approximately HKD 2.178 billion, resulting in an investment gain of about RMB 1.847 billion, which accounts for over 10% of the company's latest audited net profit attributable to shareholders [1] - Jinlongyu plans to invest RMB 1.2 billion to construct a production line for key materials for solid-state batteries in Huizhou New Materials Industrial Park [2] - Dazhu CNC is conducting preliminary research on the issuance of overseas securities (H shares) and listing [3] - Anyuan Coal Industry plans to acquire 57% of Jinhui Magnetic Separation and simultaneously divest its coal business, which is expected to constitute a major asset restructuring [4] - Yuntian Lifa announced that its subsidiary has completed the delivery and acceptance of AI training and inference computing power services, positively impacting the company's operational performance [5] - AVIC Industry plans to voluntarily withdraw its A-share listing and will be suspended from trading starting April 3, 2025 [6] Group 2: Financial Performance - Naipu Mining reported a 45.46% year-on-year increase in net profit for 2024 and plans to distribute a cash dividend of RMB 0.7 per 10 shares [7] - New Hope expects a profit of RMB 430 million to RMB 500 million in the first quarter, marking a turnaround from losses [7] - Jinbei Automobile reported a net profit of RMB 382 million for 2024, a year-on-year increase of 214.06% [7] - Hailu Heavy Industry anticipates a year-on-year net profit increase of 50% to 65% for the first quarter of 2025 [8] Group 3: Major Transactions and Investments - Baiyin Nonferrous Metals completed the acquisition of a mining company's equity, increasing its copper metal resources to approximately 930,000 tons [9] - Ningbo Port expects to complete a container throughput of 12.11 million TEUs in the first quarter, a year-on-year increase of 10.9% [11] - Huafeng Communication reported a year-on-year net profit increase of 38.38% for 2024 [11] - Kid King anticipates a year-on-year net profit increase of 72.44% for 2024 and plans to distribute a cash dividend of RMB 0.5 per 10 shares [11]