证券代码：601018 证券简称：宁波港 编号：临 2025-050 债券代码：175812 债券简称：21 宁港 01 1.基本信息 倪敏先生，自 2001 年加入德勤华永并开始从事上市公司审计及 与资本市场相关的专业服务工作，2003 年注册为注册会计师，现为 中国注册会计师执业会员。倪敏先生从事证券服务业务逾 24 年，曾 为多家上市企业提供审计专业服务并担任项目合伙人和签字注册会 计师，具备相应专业胜任能力。 宁波舟山港股份有限公司 关于会计师事务所变更质量控制复核人的公告 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 担法律责任。 宁波舟山港股份有限公司（以下简称"公司"）分别于 2025 年 3 月 26 日和 2025 年 4 月 17 日召开公司第六届董事会第十六次会议和 公司 2024 年年度股东大会，审议通过了《关于续聘德勤华永会计师 事务所（特殊普通合伙）担任公司 2025 年度财务报告和内控审计机 构的议案》，同意续聘德勤华永会计师事务所（特殊普通合伙）（以下 简称"德勤华永"）为公司（含合并范围内子公司）202 ...

证券代码：601018 证券简称：宁波港 公告编号：临 2025-049 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年半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。 重要内容提示： 每股分配比例 A 股每股现金红利0.030元 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 | 2025/10/23 | － | 2025/10/24 | 2025/10/24 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案已经公司2025 年 9 月 26 日召开的2025年第二 次临时股东大会审议通过。相关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 二、 分配方案 1. 发放年度：2025年半年度 2. 分派对象 ...

Core Points - The Zhejiang state-owned enterprise reform sector experienced a decline of 0.46% on October 16, with Chuangyuan Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the Zhejiang state-owned enterprise reform sector included: - Ningbo Ocean (601022) with a closing price of 10.57, up 5.17% and a trading volume of 662,300 shares, totaling 697 million yuan [1] - ST Jianhai (002586) with a closing price of 3.95, up 4.22% and a trading volume of 252,500 shares, totaling 99.89 million yuan [1] - Guyue Longshan (600059) with a closing price of 10.35, up 3.92% and a trading volume of 362,400 shares, totaling 376 million yuan [1] - Major decliners included: - Chuangyuan Co., Ltd. (300703) with a closing price of 29.56, down 6.60% and a trading volume of 93,000 shares, totaling 282 million yuan [2] - Yunda Co., Ltd. (300772) with a closing price of 19.18, down 4.39% and a trading volume of 276,500 shares, totaling 534 million yuan [2] - Zhejiang Dongri (600113) with a closing price of 52.35, down 4.17% and a trading volume of 49,700 shares, totaling 264 million yuan [2] Capital Flow - The Zhejiang state-owned enterprise reform sector saw a net outflow of 254 million yuan from institutional investors, while retail investors experienced a net inflow of 179 million yuan [2][3] - Key stocks with significant capital flow included: - Small Commodity City (600415) with a net inflow of 1.43 billion yuan from institutional investors [3] - Ningbo Ocean (601022) with a net inflow of 38.76 million yuan from institutional investors [3] - Qijing Machinery (603677) with a net inflow of 10.46 million yuan from institutional investors [3]

Core Insights - Ningbo Port's stock price increased by 2.13% on October 14, reaching 3.83 CNY per share with a trading volume of 410 million CNY and a market capitalization of 74.51 billion CNY [1] - Year-to-date, Ningbo Port's stock price has risen by 2.35%, with a 4.36% increase over the last five trading days and a 6.09% increase over the last 20 days [2] - For the first half of 2025, Ningbo Port reported a revenue of 14.92 billion CNY, a year-on-year growth of 3.27%, and a net profit attributable to shareholders of 2.60 billion CNY, reflecting a year-on-year increase of 16.28% [2] Company Overview - Ningbo Zhoushan Port Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on March 31, 2008, with its shares listed on September 28, 2010 [2] - The company's main business includes container handling, iron ore, crude oil, coal, liquefied petroleum products, grain, construction materials, and other cargo handling, along with comprehensive logistics and trade sales [2] - The revenue composition of Ningbo Port is as follows: container handling and related services (34.32%), comprehensive logistics and other services (33.59%), other cargo handling (10.48%), trade sales (10.34%), iron ore handling (8.25%), crude oil handling (1.69%), and others (1.33%) [2] Shareholder Information - As of June 30, 2025, Ningbo Port had 147,300 shareholders, an increase of 9.26% from the previous period, with an average of 107,307 circulating shares per shareholder, a decrease of 8.48% [2] - The company has distributed a total of 18.26 billion CNY in dividends since its A-share listing, with 5.56 billion CNY distributed over the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 96.54 million shares, an increase of 37.15 million shares from the previous period [3]

Core Insights - The construction of the first phase of the Fodu Container Terminal project at Ningbo-Zhoushan Port has officially commenced, marking a significant milestone in the development of a world-class port in Zhejiang Province [1][3]. Project Overview - The Fodu Container Terminal project is part of the ten landmark projects for building a world-class strong port in Zhejiang, featuring seven container berths of 200,000 tons and a planned annual throughput of 6.5 million TEUs [3]. - This project is the first hundred-billion-level terminal project initiated after the approval of the "Ningbo-Zhoushan Port Overall Planning (2035)" [3]. - The first phase includes the construction of two 200,000-ton container berths and related land facilities, with a designed annual throughput capacity of 2.01 million TEUs, expected to be completed by the end of 2027 [3][5]. Strategic Importance - The project aims to alleviate the bottleneck in container throughput capacity at Ningbo-Zhoushan Port, enhancing its ability to service ultra-large container ships and solidifying its position as a core global container hub [5]. - It is expected to stimulate the development of high-end shipping services, port manufacturing, and clean energy industries on Liuhong Island, attracting more upstream and downstream enterprises [5]. - The terminal will support the integrated development of the Yangtze River Delta and the construction of the Yangtze Economic Belt, providing more efficient maritime logistics channels for coastal and riverine areas [5].

Core Viewpoint - Ningbo Port (601018.SH) expects to achieve a container throughput of 4.64 million TEUs by September 2025, representing a year-on-year increase of 13.3% [1] - The company anticipates a total cargo throughput of 105.12 million tons by September 2025, reflecting a year-on-year growth of 16.4% [1] Summary by Category Container Throughput - For the period from January to September 2025, the company projects a cumulative container throughput of 39.24 million TEUs, which is a year-on-year increase of 9.9% [1] Cargo Throughput - The expected cumulative cargo throughput for the same period is 911.45 million tons, indicating a year-on-year growth of 6.8% [1]

Core Viewpoint - Ningbo Port (601018.SH) anticipates significant growth in container and cargo throughput for 2025, indicating a positive outlook for the company's operational performance [1] Container Throughput - The company expects to achieve a container throughput of 4.64 million TEUs in September 2025, representing a year-on-year increase of 13.3% [1] - For the period from January to September 2025, the cumulative container throughput is projected to reach 3.924 million TEUs, reflecting a year-on-year growth of 9.9% [1] Cargo Throughput - The forecast for total cargo throughput in September 2025 is 105.12 million tons, which marks a year-on-year increase of 16.4% [1] - The cumulative cargo throughput for the first nine months of 2025 is expected to be 911.45 million tons, showing a year-on-year growth of 6.8% [1]

证券代码：601018 证券简称：宁波港 编号：临 2025-048 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 本公告所载2025年9月份及前三季度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。 特此公告。 宁波舟山港股份有限公司董事会 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9月份，宁波舟山港股份有限公司（以下简称"公司"） 预计完成集装箱吞吐量464万标准箱，同比增长13.3%；预计完成货 物吞吐量10512万吨，同比增长16.4%。 2025年1-9月，公司预计累计完成集装箱吞吐量3924万标准箱， 同比增长9.9%；预计累计完成货物吞吐量91145万吨，同比增长6.8%。 2025 年 10 月 11 日 2025 年 9 月份及前三季度主要生产数据提示性公告 ...

2025年1-9月，公司预计累计完成集装箱吞吐量3924万标准箱，同比增长9.9%；预计累计完成货物吞吐 量91145万吨，同比增长6.8%。 格隆汇10月10日丨宁波港(601018.SH)公布，2025年9月份，公司预计完成集装箱吞吐量464万标准箱， 同比增长13.3%；预计完成货物吞吐量10512万吨，同比增长16.4%。 ...

Investment Rating - The report maintains a "Positive" investment rating for the shipping and port sector [2][8] Core Insights - The total import and export volume in China from January to August 2025 reached 29.57 trillion yuan, a year-on-year increase of 3.5%, with imports at 11.96 trillion yuan (down 1.2%) and exports at 17.61 trillion yuan (up 6.9%) [16][19] - Coastal major ports handled a total cargo throughput of 7.688 billion tons from January to August 2025, reflecting a year-on-year growth of 3.1% [3][34] - Container throughput at coastal major ports reached 20.646 million TEUs, marking a year-on-year increase of 6.5% [4][43] - The Baltic Dirty Tanker Index (BDTI) was reported at 1078 points on October 8, 2025, showing a year-on-year increase of 5.27% [5][45] - The Baltic Dry Index (BDI) stood at 1963 points on October 8, 2025, indicating a year-on-year growth of 9.12% [7][60] Summary by Sections 1. Overview: National Import and Export Volume and Cargo Throughput - The national import and export volume for January to August 2025 was 29.57 trillion yuan, with imports at 11.96 trillion yuan (down 1.2%) and exports at 17.61 trillion yuan (up 6.9%) [16][19] 2. Container: Shipping Rates and Container Throughput - The China Container Freight Index (CCFI) was at 1087.41 points on September 26, 2025, down 37.58% year-on-year [4][37] - Container throughput at coastal major ports was 20.646 million TEUs from January to August 2025, up 6.5% year-on-year [4][43] 3. Liquid Bulk: Oil Shipping Rates and Crude Oil Throughput - The BDTI was at 1078 points on October 8, 2025, reflecting a year-on-year increase of 5.27% [5][45] - Crude oil imports from January to August 2025 totaled 376 million tons, a year-on-year increase of 2.5% [6][54] 4. Dry Bulk: Shipping Rates and Iron Ore, Coal Throughput - The BDI was reported at 1963 points on October 8, 2025, indicating a year-on-year growth of 9.12% [7][60] - Iron ore throughput from January to August 2025 reached 921 million tons, up 2.57% year-on-year [7][66] 5. Key Port Listed Companies Monthly Throughput - Major port companies reported various throughput figures, with Shanghai Port handling 0.55 billion tons in August 2025, a 10.25% increase year-on-year [78]