9月24日，宁波港跌2.36%，成交额9.09亿元。两融数据显示，当日宁波港获融资买入额1.56亿元，融资 偿还8851.59万元，融资净买入6705.20万元。截至9月24日，宁波港融资融券余额合计5.56亿元。 截至6月30日，宁波港股东户数14.73万，较上期增加9.26%；人均流通股107307股，较上期减少8.48%。 2025年1月-6月，宁波港实现营业收入149.15亿元，同比增长3.27%；归母净利润25.97亿元，同比增长 16.28%。 分红方面，宁波港A股上市后累计派现182.64亿元。近三年，累计派现55.64亿元。 机构持仓方面，截止2025年6月30日，宁波港十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股9653.35万股，相比上期增加3714.99万股。 责任编辑：小浪快报 融资方面，宁波港当日融资买入1.56亿元。当前融资余额5.55亿元，占流通市值的0.94%，融资余额超 过近一年90%分位水平，处于高位。 融券方面，宁波港9月24日融券偿还13.09万股，融券卖出10.07万股，按当日收盘价计算，卖出金额 37.56万元；融券余量22.72万股，融券余额84 ...

Market Performance - The shipping and port sector increased by 0.67% on September 24, with Nanjing Port leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Nanjing Port (002040) saw a significant rise of 10.01%, closing at 11.98 with a trading volume of 437,200 shares and a turnover of 506 million yuan [1] - Other notable performers included: - China Merchants Heavy Industry (601872) up 2.87% to 8.96 with a turnover of 934 million yuan [1] - HNA Technology (600751) up 1.94% to 4.74 with a turnover of 238 million yuan [1] - COSCO Shipping Energy (600026) up 1.49% to 12.27 with a turnover of 654 million yuan [1] Declining Stocks - Ningbo Port (601018) decreased by 2.36% to 3.73 with a trading volume of 2,439,400 shares and a turnover of 909 million yuan [2] - Other declining stocks included: - Ningbo Ocean Shipping (601022) down 2.24% to 10.91 [2] - COSCO Shipping Specialized (600428) down 1.05% to 6.62 [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 187 million yuan from main funds, while retail investors saw a net inflow of 105 million yuan [2] - Notable capital flows included: - China Merchants Heavy Industry (601872) had a main fund net inflow of 11.3 million yuan [3] - Nanjing Port (002040) saw a main fund net inflow of 31.56 million yuan [3] - COSCO Shipping Energy (600026) had a main fund net inflow of 39.95 million yuan [3]

Core Viewpoint - The Ministry of Transport, National Railway Administration, and China National Railway Group have issued an action plan for the deep integration of container rail-water intermodal transport from 2025 to 2027, emphasizing the promotion of intermodal operation and collaboration among transportation enterprises [1] Group 1: Intermodal Operation Enhancement - The plan aims to strengthen the coordination of port-rail operations at qualified ports like Qingdao, supporting integrated management of railway and port operations [1] - It encourages the use of digital and intelligent methods to achieve rapid customs clearance and efficient loading and unloading, thereby reducing "short-distance" transport [1] - The quality and efficiency of intermodal products will be enhanced, with a focus on quality assessment of intermodal trains [1] Group 2: Development of Intermodal Products - The action plan includes the establishment of fixed train routes and the promotion of passenger train-like operations to create a "train + ship" intermodal network [1] - By 2027, the goal is to have a nationwide network of container rail-water intermodal fast lines covering major intermodal ports [1] - Key coastal regions and the Yangtze River trunk line will cultivate premium long-distance and short-distance intermodal products [1] Group 3: Support for "Road to Rail" and "Bulk to Container" Transport - The plan promotes collaboration between various ports and railways to expand the transportation of goods such as grain, fertilizers, and cement through "road to rail" initiatives [1] - It encourages innovation in unloading operations and facilities at inland stations and qualified factories to increase the scale of "bulk to container" transport [1] - The development of automobile transport via intermodal rail-water services is also highlighted [1] Group 4: Optimization of International Intermodal Connections - Ports like Dalian, Tianjin, and Guangzhou are tasked with enhancing the integration of sea routes with international rail services such as the China-Europe Railway Express [1] - The plan aims to improve customs inspection processes and enhance the timeliness of international container rail-water intermodal transport [1]

Core Viewpoint - Ningbo Port announced the listing and circulation of non-publicly issued restricted shares, which will be fully unlocked on September 29, 2025, involving 3,646,971,029 shares, accounting for 18.75% of the company's total share capital [2] Company Overview - Ningbo Port was established on March 31, 2008, with a registered capital of 1,945,438.8399 million RMB. The company is primarily engaged in port loading and unloading services for various goods, including containers, iron ore, crude oil, coal, liquefied oil products, and grain, as well as comprehensive logistics and trade sales [2] - The current chairman is Tao Chengbo, and the company has 17,200 employees. The actual controller is the State-owned Assets Supervision and Administration Commission of the Zhejiang Provincial People's Government [2] Financial Performance - Projected revenues for 2024 and Q2 2025 are 28.702 billion RMB, 7.058 billion RMB, and 14.915 billion RMB, reflecting year-on-year growth of 10.42%, 1.90%, and 3.06% respectively. The net profit attributable to the parent company is expected to be 4.898 billion RMB, 1.175 billion RMB, and 2.597 billion RMB, with year-on-year growth rates of 4.91%, 4.54%, and 16.37% respectively [3] - The company's asset-liability ratios for the same periods are 24.22%, 26.37%, and 26.88% [3] Subsidiaries and Affiliates - The company has 144 affiliated companies, including Jiaxing Taili International Container Co., Ltd., Ningbo Beilun Yonghe Container Terminal Co., Ltd., and Zhejiang Haigang Cloud Warehouse (Dubai) Supply Chain Management Co., Ltd. [3]

Group 1 - The core point of the article is that Ningbo Port announced a non-public offering of shares, with a total of 3,646,971,029 shares to be listed [2] - The subscription method for the shares is offline, and the total number of shares available for circulation is also 3,646,971,029 [2] - The listing date for the shares is set for September 29, 2025 [2]

Group 1 - Ningbo Port announced that approximately 3.647 billion restricted shares will be unlocked and listed for circulation on September 29, 2025, accounting for 18.75% of the company's total share capital [1]

证券代码：601018 证券简称：宁波港 公告编号：临 2025-044 债券代码：175812 债券简称：21 宁港 01 一、本次限售股上市类型 宁波舟山港股份有限公司（以下简称"公司"）本次限售股上市流 通的类型为非公开发行限售股。 二、本次解禁限售股的基本情况 （一）非公开发行核准情况 宁波舟山港股份有限公司 关于 2022 年度非公开发行限售股上市流通的公告 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、准确性和完整性依法 承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下， 上市股数为3,646,971,029股。 本次股票上市流通总数为3,646,971,029股。 本次股票上市流通日期为2025 年 9 月 29 日。 2022 年 9 月 7 日，公司收到中国证券监督管理委员会《关于核准 宁波舟山港股份有限公司非公开发行股票的批复》（证监许可 [2022]2043 号）核准批文，核准公司本次非公开发行。 （二）非公开发行股份登记情况 1 本次非公开发行新增股份已于 2022 年 9 月 28 日在中国证 ...

中国国际金融股份有限公司关于宁波舟山港股份有限公司 非公开发行 A 股股票限售股份解禁上市流通的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为宁波舟 山港股份有限公司（以下简称"宁波舟山港股份"或"上市公司"或"公司"）2022 年非 公开发行 A 股股票（以下简称"本次非公开发行"）的保荐机构，根据《证券发行 上市保荐业务管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市 公司自律监管指引第 11 号──持续督导》等相关法律、法规和规范性文件的要求， 对公司本次非公开发行限售股份解禁上市流通的事项进行了审慎核查，具体情况及 核查意见如下： 一、本次限售股上市类型 公司本次限售股上市流通的类型为非公开发行限售股。 二、本次解禁限售股的基本情况 （一）非公开发行核准情况 招商局港口集团股份有限公司（以下简称"发行对象"或"限售股持有人"） 所认购的本次非公开发行的 A 股股票，限售期为自本次非公开发行结束之日起 36 个 月。现锁定期即将届满，相关股东持有的总计 3,646,971,029 股限售股将于 2025 年 9 月 29 日（2025 年 9 月 28 日为周日 ...

Group 1 - Nanjing Port reached the daily limit increase, indicating strong market performance [1] - Ningbo Maritime increased by over 9%, reflecting positive investor sentiment [1] - Ningbo Port and Ningbo Ocean both rose by over 5%, contributing to the overall growth in the sector [1] - Lianyungang, COSCO Shipping Special, and Qingdao Port also experienced significant gains, showcasing a broad rally in the port and shipping industry [1]

Group 1 - The central bank reported significant achievements in China's financial sector during the "14th Five-Year Plan" period, with total banking assets reaching nearly 470 trillion yuan, ranking first globally [1] - China's stock and bond market sizes rank second in the world, while foreign exchange reserves have maintained the top position for 20 consecutive years [1] - The country leads in green finance, inclusive finance, and digital finance, establishing a comprehensive and efficient cross-border payment network for the renminbi [1] Group 2 - As of September 23, 2025, the CSI A500 Dividend Low Volatility Index (932422) saw a slight increase of 0.01%, with notable stock performances from Ningbo Port (up 2.70%) and Industrial and Commercial Bank of China (up 2.65%) [2] - The CSI A500 Dividend Low Volatility ETF (561680) experienced a trading volume of 851.19 million yuan, with a turnover rate of 1.66% [2] - The ETF has a maximum drawdown of 3.42% since inception, with a tracking error of 0.164% this year, indicating high tracking precision among comparable funds [2] Group 3 - The CSI A500 Dividend Low Volatility Index selects 50 stocks from the CSI A500 Index based on high dividend yields and low volatility, weighted by dividend yield [3] - As of August 29, 2025, the top ten weighted stocks in the index accounted for 31.13% of the total index weight, with Agricultural Bank of China being the highest [3]