Group 1 - The core viewpoint of the articles highlights the performance and valuation of Ningbo Port, which closed at 3.71 yuan, up 2.20%, with a rolling PE ratio of 14.59, marking a new low in 21 days and a total market capitalization of 721.76 billion yuan [1][2] - Ningbo Port ranks 19th in the shipping and port industry, which has an average PE ratio of 13.30 and a median of 14.59 [1][2] - As of the first quarter of 2025, 12 institutions hold shares in Ningbo Port, with a total holding of 1,760,987,160 shares valued at 65.861 billion yuan [1] Group 2 - The main business of Ningbo Zhoushan Port Co., Ltd. includes container handling, iron ore, crude oil, coal, liquefied oil products, grain, and construction materials, along with comprehensive logistics and trade sales [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 7.058 billion yuan, a year-on-year increase of 1.90%, and a net profit of 1.175 billion yuan, a year-on-year increase of 4.54%, with a gross profit margin of 29.95% [1]

其中主要做法包括多式联运堆场共享共用。通知称，港口经营单位提供多式联运共享堆场，铁路使 用共享堆场开展多式联运中转业务，不单独设置多式联运中转堆场，实现铁路到达集装箱直接进共享堆 场、铁路发运集装箱直接从共享堆场转运装车，减少多式联运二次装卸、转运和堆存。统筹布局新建及 改扩建港口、铁路集装箱场站，共享共用多式联运作业区。 并且，多式联运场站一体化运营管理。通知提到，优化进港铁路运营管理机制，港口统一负责多式 联运及共享场站的生产组织、转运衔接、货运组织、安全管理等，由港口统筹多式联运列车接发衔接、 场内调车作业、设施设备共享等环节，实现多式联运运营组织一体化运行。 典型经验做法还包括多式联运海关监管一体化。通知称，拆除一体布局的港口与铁路场站间的物理 隔离，将铁路集装箱场站整体纳入港口所在海关监管区。通过海关一体化监管，将传统由港外集卡车出 闸口付费转运，转变为港内集卡车免费短驳，降低多式联运组织成本。 近日《交通运输部办公厅 国家铁路局综合司 中国国家铁路集团有限公司办公厅关于学习借鉴集装 箱多式联运场站共享典型经验做法的通知》发布。广州南沙港多式联运场站共享案例入选集装箱多式联 运场站共享案例名单。 此 ...

证券代码：601018 证券简称：宁波港 公告编号：临2025-025 债券代码：175812 债券简称：21 宁港 01 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/15 | － | 2025/5/16 | 2025/5/16 | 每股分配比例 差异化分红送转： 否 A 股每股现金红利0.108元 重要内容提示： 宁波舟山港股份有限公司2024年年度权益分派 实施公告 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 担法律责任。 一、 通过分配方案的股东大会届次和日期 本次利润分配方案已经宁波舟山港股份有限公司（以下简称"公司"） 于2025 年 4 月 17 日召开的2024年年度股东大会审议通过。股东大会 决议公告已刊登在《中国证券报》《上海证券报》《证券时报》《证券日 报》及上海证券交易所网站（http://www.sse.com.cn）。 1 截至股权登记日下午上海证券交易所收市后，在 ...

特此公告。 宁波舟山港股份有限公司董事会 2025 年 5 月 8 日 2025 年 4 月份主要生产数据提示性公告 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 担法律责任。 2025年4月份，宁波舟山港股份有限公司预计完成集装箱吞吐量 427万标准箱，同比增长8.8%；预计完成货物吞吐量10395万吨，同 比增长7.5%。 本公告所载2025年4月份的业务数据属于快速统计数据，与最终 实际数据可能存在差异，请投资者注意投资风险。 证券代码：601018 证券简称：宁波港 编号：临 2025-024 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 ...

Group 1 - The core viewpoint of the articles highlights that Ningbo Port's stock price closed at 3.63 yuan, with a 1.40% increase, and a rolling PE ratio of 14.27 times, leading to a total market capitalization of 706.19 billion yuan [1] - The average PE ratio for the shipping and port industry is 13.31 times, with a median of 14.58 times, placing Ningbo Port at the 18th position in the industry ranking [1][2] - As of the first quarter of 2025, a total of 12 institutions hold shares in Ningbo Port, with a combined holding of 1,760,987,160 shares valued at 658.61 billion yuan [1] Group 2 - Ningbo Zhoushan Port Co., Ltd. primarily engages in the loading and unloading of containers, iron ore, crude oil, coal, liquefied oil products, grain, and construction materials, along with comprehensive logistics and trade sales [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 7.058 billion yuan, a year-on-year increase of 1.90%, and a net profit of 1.175 billion yuan, reflecting a year-on-year growth of 4.54%, with a sales gross margin of 29.95% [1]

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]

尽管距离圣诞节还有大半年之久，考虑到远洋航运以及进口商清关送货的时间消耗，每年"五一"前后都 是她和同行最为忙碌的时候。从最初通过贸易公司出口，到后来自主出口，业务拓展的同时，孙女士的 英语水平不断提高，交到的外国朋友也更多了。 与孙女士选择从北仑港区装船出海不同，义乌德翔物流有限公司负责人胡海洋把义乌港作为出口"主渠 道"。 义乌港紧邻义乌国际商贸城，是具有海关查验口岸功能及订舱、签单、提还箱、甩挂等海港功能的内陆 无水港，可以实现"一次报关、一次查验、一次放行"，商品进入义乌港就相当于进入宁波舟山港。 中央纪委国家监委网站 瞿芃 图为近日，在浙江宁波舟山港金塘港区大浦口集装箱码头，货轮在泊位上有序装卸集装箱，无人驾驶卡 车正在转运集装箱，一派繁忙景象。图片来源：视觉中国 5月1日下午3时，浙江义乌国际商贸城一区，从事外贸的孙女士正在浏览船运公司网站。 "定了两个40英尺的高柜，发往意大利的那不勒斯，这几天一直在等船运公司的截单信息。"孙女士介 绍，公司主营圣诞礼品，销往意大利、西班牙、荷兰等欧洲国家，手头这一单是近万棵塑料材质的圣诞 树，准备从宁波舟山港的北仑港区装船出海。 "航运业是服务经济社会发展的' ...

Core Insights - Ningbo Port (601018.SH) reported a total operating revenue of 7.058 billion yuan for Q1 2025, ranking 3rd among disclosed peers, with a year-on-year increase of 1.32 billion yuan, representing a 1.90% growth compared to the same period last year [1] - The net profit attributable to shareholders was 1.175 billion yuan, ranking 4th among peers, with an increase of 51.025 million yuan, achieving a 4.54% year-on-year growth [1] - The net cash inflow from operating activities was 5.788 billion yuan, ranking 2nd among peers, with an increase of 1.984 billion yuan, marking a 52.16% year-on-year increase [1] Financial Ratios - The latest debt-to-asset ratio is 26.37%, ranking 14th among peers, with a decrease of 0.14 percentage points compared to the same period last year [3] - The latest gross profit margin is 29.95%, ranking 11th among peers, with an increase of 0.62 percentage points from the previous quarter and a 0.37 percentage point increase year-on-year [3] - The latest return on equity (ROE) is 1.48% [3] Earnings and Turnover - The diluted earnings per share are 0.06 yuan [3] - The latest total asset turnover ratio is 0.06 times [3] - The latest inventory turnover ratio is 6.15 times, an increase of 1.28 times year-on-year, representing a 26.22% growth [3] Shareholder Structure - The number of shareholders is 134,800, with the top ten shareholders holding 17.609 billion shares, accounting for 90.51% of the total share capital [3] - The largest shareholder is Ningbo Zhoushan Port Group Co., Ltd., holding 6.11 billion shares [3]

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]