Financial Performance - The company's operating revenue for Q1 2025 was CNY 7,058,344, representing a year-on-year increase of 1.90% compared to CNY 6,913,578 in the same period last year[4] - The net profit attributable to shareholders for Q1 2025 was CNY 1,174,703, reflecting a year-on-year growth of 4.54% from CNY 1,123,228[4] - The net profit for Q1 2025 reached CNY 301,655,000, representing an increase of 36.67% from CNY 220,691,000 in Q1 2024[27] - The total profit for Q1 2025 was CNY 343,892,000, up 31.8% from CNY 260,752,000 in Q1 2024[27] - The company's operating profit increased to CNY 344,486,000, a rise of 32.3% compared to CNY 260,129,000 in the same period last year[27] - The company reported a gross profit of CNY 2,249,342 thousand for Q1 2025, compared to CNY 2,238,896 thousand in Q1 2024, showing a slight increase of 0.5%[16] Cash Flow and Liquidity - The net cash flow from operating activities increased significantly by 52.16%, reaching CNY 5,787,694 compared to CNY 3,787,488 in the previous year[4] - In Q1 2025, the company generated operating cash flow of ¥5,787,694, an increase of 52.2% compared to ¥3,803,781 in Q1 2024[20] - Total cash inflow from operating activities reached ¥12,919,839, up from ¥11,131,326 in the same period last year, reflecting a growth of 16.1%[20] - The cash flow from operating activities for Q1 2025 was CNY 153,439,000, slightly down from CNY 156,645,000 in Q1 2024[31] - The company's cash and cash equivalents increased significantly to CNY 11,530,392 thousand as of March 31, 2025, compared to CNY 4,587,683 thousand at the end of 2024, a growth of 151.5%[14] - The company's cash and cash equivalents at the end of Q1 2025 amounted to CNY 4,833,077,000, an increase from CNY 3,009,780,000 at the end of Q1 2024[32] Assets and Liabilities - Total assets at the end of the reporting period were CNY 117,810,436, marking a 4.27% increase from CNY 112,898,984 at the end of the previous year[5] - The company's total assets as of March 31, 2025, amounted to CNY 117,810,436 thousand, an increase from CNY 112,990,170 thousand at the end of 2024[14] - Current assets increased to CNY 21,017,496 thousand as of March 31, 2025, compared to CNY 15,443,430 thousand at the end of 2024, marking a growth of 36.4%[14] - Total liabilities as of March 31, 2025, were CNY 31,064,438 thousand, up from CNY 27,369,963 thousand at the end of 2024, indicating an increase of 13.8%[14] - The company's long-term equity investments rose to ¥53,293,168, an increase from ¥52,093,006 at the end of 2024, indicating a growth of 2.3%[24] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 134,820, with the largest shareholder holding 61.15% of the shares[9] - The equity attributable to shareholders increased by 1.32%, amounting to CNY 79,388,874 compared to CNY 78,293,441 at the end of the last year[5] - The company maintained a basic and diluted earnings per share of CNY 0.06, unchanged from the previous year[5] - Earnings per share for Q1 2025 remained stable at CNY 0.06, consistent with Q1 2024[17] - The weighted average return on equity remained stable at 1.49%[5] Research and Development - Research and development expenses for Q1 2025 were CNY 70,157 thousand, up from CNY 60,924 thousand in Q1 2024, reflecting a year-on-year increase of 15.5%[16] - Research and development expenses increased to CNY 1,246,000, up 77.5% from CNY 703,000 in Q1 2024[27] Non-Recurring Items - Non-recurring gains and losses totaled CNY 80,252 for the reporting period, with significant contributions from government subsidies and asset disposal gains[7] Business Acquisitions - The company acquired 90% of Zhejiang Haigang Inland Shipping Co., Ltd. in January 2025, which is accounted for under the principle of business combinations under common control[5]

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 ...