证券代码：601018 证券简称：宁波港 编号：临 2026-002 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 2025 年度业绩快报公告 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。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计 师事务所审计，具体数据以宁波舟山港股份有限公司（以下简称"公 司"）2025 年年度报告中披露的数据为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：千元 币种：人民币 3、本报告期内，公司向浙江海港内河港口发展有限公司收购其持有的浙江 海港内河航运有限公司（原名浙江海港内河物流有限公司）90%股权、向宁波舟 山港集团有限公司收购其持有的舟山港综合保税区码头有限公司 100%股权，公 司和被收购公司在本次交易前后同受浙江省海港投资运营集团有限公司控制，且 控制为非暂时性，故本次交易适用同一控制下企业合并的会计处理原则。 二、经营业绩和财务状况情况说明 2025 年是"十四五"收官与"十五五"谋划的承上启下之年， 面对错综 ...

Core Viewpoint - Ningbo Port (601018) is focused on becoming a "three good" listed company, emphasizing good fundamentals, governance, and investor reputation, while actively communicating its value to the capital market [1] Group 1: Company Performance - The company expects to achieve a cumulative container throughput of 52.96 million TEUs by 2025, representing a year-on-year growth of 11.2% [1] - The projected cumulative cargo throughput is 1.216 billion tons, with a year-on-year increase of 7.2% [1] - The company plays a significant role in helping Ningbo-Zhoushan Port's container throughput exceed 40 million TEUs for the first time [1] Group 2: Investor Returns - The company has maintained a stable cash dividend policy, distributing a total of 18.84 billion yuan in cash dividends to shareholders since its listing [1] - By the ninth year since its IPO, the company has returned all of the 7.4 billion yuan raised during the IPO to investors [1] - Over the past seven years, the annual cash dividend payout ratio has consistently reached 60% of distributable profits, and the company plans to initiate interim dividends in 2025 [1] - The company has been recognized twice in the annual cash dividend ranking of A-share listed companies by the China Listed Companies Association [1]

Core Insights - China's ports have demonstrated resilience and growth in cargo throughput despite global trade uncertainties, with major ports like Shanghai and Ningbo-Zhoushan maintaining their positions at the forefront of global shipping [1][3][4] Group 1: Performance Metrics - In the first eleven months of 2025, China's ports achieved a cargo throughput of 16.75 billion tons, marking a year-on-year increase of 4.4% [3] - Shanghai Port's container throughput reached 55.06 million TEUs, maintaining its status as the world's busiest port for the sixteenth consecutive year [8] - Ningbo-Zhoushan Port became the first global port to exceed 1.4 billion tons in annual cargo throughput [3][8] Group 2: Structural Changes and Trends - China's ports are transitioning from scale advantages to becoming supply chain hubs, enhancing their roles in logistics and distribution [2][4] - The growth in throughput is attributed to improved competitiveness in the global shipping system and the implementation of policies supporting smart and green shipping [3][4] Group 3: Market Expansion and Trade Dynamics - China's share of global container exports increased from 34% in 2019 to 38% in 2025, reflecting the resilience of Chinese manufacturing and technology [9] - New trade routes are being established, with ports like Beibu Gulf opening international routes to the Middle East and others expanding to emerging markets in Latin America and Africa [9][10] Group 4: Future Outlook and Innovations - The development of smart and green shipping policies is expected to accelerate the digitalization and automation of ports, enhancing their roles as intelligent hubs [16] - The establishment of new supply chain structures and trade routes will require ports to adapt and optimize their operations in response to geopolitical changes [12][15]

Core Insights - Despite global trade uncertainties, China's port throughput has shown resilient growth, with a total of 16.75 billion tons handled in the first eleven months of 2025, marking a 4.4% year-on-year increase [1][2] - Major ports like Shanghai and Ningbo-Zhoushan have maintained their positions as global leaders, with Ningbo-Zhoushan becoming the first port to exceed 1.4 billion tons in annual throughput and Shanghai retaining the top spot in container throughput for the sixteenth consecutive year [1][5] - The growth in port throughput is attributed to China's increasing competitiveness in the global shipping system and the implementation of policies related to free trade zones and smart and green shipping [2][3] Port Performance - In 2025, major ports in China have reported significant increases in container throughput, with Ningbo-Zhoushan at 39.99 million TEUs (10.6% increase), Shenzhen at 32.41 million TEUs (6.6% increase), and Qingdao at 30.37 million TEUs (7.0% increase) [2] - Emerging ports like Yangpu and Beibu Gulf have also shown remarkable growth, with Yangpu's container throughput increasing by 65% year-on-year [1][5] Economic Context - The stable growth in port cargo and container volumes indicates the resilience of China's economy and international trade, even amidst external instability [3][6] - China's share of global container exports has risen from 34% in 2019 to 38% in 2025, reflecting the competitiveness of Chinese manufacturing and technology [5][6] Trade Route Developments - Chinese ports are expanding into emerging markets, with new international shipping routes being established to regions like the Middle East, Latin America, and Africa [6][7] - The trade volume with ASEAN countries grew by 8.5%, and trade with the EU increased by 5.4% in the first eleven months of 2025 [6] Future Trends - The implementation of smart and green shipping policies is expected to enhance the port industry, with a focus on digitalization and automation [13] - The establishment of new shipping routes, such as the "Sea Defense Silk Road Fast Shipping" line, indicates a shift towards more efficient logistics and trade networks [7][12]

Core Insights - Ningbo-Zhoushan Port has achieved a cargo throughput of over 1.4 billion tons in 2025, marking its 17th consecutive year as the world's largest port by cargo volume [3] Group 1 - Ningbo-Zhoushan Port is the first port globally to exceed an annual cargo throughput of 1.4 billion tons [3]

Core Insights - Ningbo-Zhoushan Port has achieved a cargo throughput of over 1.4 billion tons in 2025, marking it as the world's first port to reach this milestone [3] Group 1 - Ningbo-Zhoushan Port has maintained its position as the world's largest port for 17 consecutive years [3] - The port's achievement highlights its significant role in global trade and logistics [3]

Core Insights - Ningbo-Zhoushan Port is projected to achieve a cargo throughput of over 1.4 billion tons by 2025, maintaining its position as the world's busiest port for 17 consecutive years [2] - This port will become the first in the world to exceed an annual cargo throughput of 1.4 billion tons [2] Industry Summary - The port's performance highlights its significant role in global trade and logistics, reflecting the increasing demand for shipping and cargo services [2] - The achievement underscores the strategic importance of Ningbo-Zhoushan Port in the maritime industry, potentially influencing shipping routes and logistics planning [2]

Core Viewpoint - Ningbo-Zhoushan Port has achieved a cargo throughput of over 1.4 billion tons in 2025, maintaining its position as the world's largest port for 17 consecutive years, and becoming the first port globally to exceed this throughput milestone [2] Group 1 - Ningbo-Zhoushan Port's cargo throughput reached over 1.4 billion tons in 2025 [2] - The port has held the title of the world's busiest port for 17 years in a row [2] - It is the first port in the world to achieve an annual cargo throughput exceeding 1.4 billion tons [2]

Core Insights - Ningbo-Zhoushan Port has achieved a cargo throughput of over 1.4 billion tons in 2025, maintaining its position as the world's largest port for 17 consecutive years [3]. Group 1 - Ningbo-Zhoushan Port is the first port globally to exceed an annual cargo throughput of 1.4 billion tons [3].

Core Insights - Ningbo-Zhoushan Port achieved a cargo throughput of over 1.4 billion tons in 2025, maintaining its position as the world's largest port for 17 consecutive years [2] Group 1 - Ningbo-Zhoushan Port is the first port globally to exceed an annual cargo throughput of 1.4 billion tons [2]