2月27日，北部湾港涨5.39%，截至发稿，报11.35元/股，成交4.14亿元，换手率1.81%，总市值273.65亿 元。北部湾港股价已经连续3天上涨，区间累计涨幅6.63%。 资料显示，北部湾港股份有限公司位于广西壮族自治区南宁市良庆区体强路12号北部湾航运中心B座15- 19层，成立日期1996年8月7日，上市日期1995年11月2日，公司主营业务涉及港口装卸堆存业务、拖轮 及港务管理、物流代理业务和理货业务。主营业务收入构成为：装卸堆存收入94.59%，拖轮业务收入 3.55%，理货业务收入1.16%，其他(补充)0.65%，代理业务收入0.06%。 从北部湾港十大流通股东角度 数据显示，南方基金旗下1只基金位居北部湾港十大流通股东。南方中证500ETF（510500）三季度减持 29.64万股，持有股数1349.35万股，占流通股的比例为0.73%。根据测算，今日浮盈赚取约782.62万元。 连续3天上涨期间浮盈赚取904.06万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益14.65%，同类 排名620/5574；近一年收益43.89% ...

（文章来源：证券日报） 证券日报网讯 2月26日，北部湾港在互动平台回答投资者提问时表示，公司已在定期报告中披露相关股 东人数。 ...

分红方面，北部湾港A股上市后累计派现30.34亿元。近三年，累计派现13.96亿元。 来源：新浪证券-红岸工作室 机构持仓方面，截止2025年9月30日，北部湾港十大流通股东中，南方中证500ETF（510500）位居第七 大流通股东，持股1349.35万股，相比上期减少29.64万股。香港中央结算有限公司位居第八大流通股 东，持股1217.43万股，相比上期增加300.90万股。 2月26日，北部湾港盘中上涨2.08%，截至09:43，报10.82元/股，成交1.11亿元，换手率0.51%，总市值 260.87亿元。 北部湾港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：RCEP概念、天然气、双百 企业、一带一路、港口运输等。 截至9月30日，北部湾港股东户数5.94万，较上期增加42.47%；人均流通股31217股，较上期减少 29.81%。2025年1月-9月，北部湾港实现营业收入55.35亿元，同比增长12.92%；归母净利润7.89亿元， 同比减少13.89%。 资金流向方面，主力资金净流出719.69万元，特大单买入107.36万元，占比0.97%，卖出250.73万元，占 比2.2 ...

来源：新浪证券-红岸工作室 2月25日，北部湾港涨2.02%，成交额6.25亿元，换手率2.88%，总市值255.56亿元。 异动分析 自由贸易港+航运概念+统一大市场+一带一路+冷链物流 1、公司在互动平台称：洋浦港与北部湾港是西部陆海贸易新通道两个最关键的物流节点，海南自由贸 易港政策有利于促进两港合作，实现双赢。 2、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 区间今日近3日近5日近10日近20日主力净流入322.77万9864.24万1.50亿1.54亿-1.29亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2.96亿，占总成交额的8.05%。 技术面：筹码平均交易成本为9.57元 3、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作 ...

来源：新浪证券-红岸工作室 2月24日，北部湾港涨2.87%，成交额5.56亿元。两融数据显示，当日北部湾港获融资买入额5187.78万 元，融资偿还5053.33万元，融资净买入134.46万元。截至2月24日，北部湾港融资融券余额合计4.70亿 元。 融资方面，北部湾港当日融资买入5187.78万元。当前融资余额4.67亿元，占流通市值的2.19%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，北部湾港2月24日融券偿还3100.00股，融券卖出3800.00股，按当日收盘价计算，卖出金额 3.95万元；融券余量29.92万股，融券余额310.87万元，超过近一年70%分位水平，处于较高位。 资料显示，北部湾港股份有限公司位于广西壮族自治区南宁市良庆区体强路12号北部湾航运中心B座15- 19层，成立日期1996年8月7日，上市日期1995年11月2日，公司主营业务涉及港口装卸堆存业务、拖轮 及港务管理、物流代理业务和理货业务。主营业务收入构成为：装卸堆存收入94.59%，拖轮业务收入 3.55%，理货业务收入1.16%，其他(补充)0.65%，代理业务收入0.06%。 分红方面，北部湾港A股 ...

来源：新浪证券-红岸工作室 2月24日，北部湾港涨2.87%，成交额5.56亿元，换手率2.61%，总市值250.50亿元。 异动分析 自由贸易港+航运概念+统一大市场+一带一路+冷链物流 1、公司在互动平台称：洋浦港与北部湾港是西部陆海贸易新通道两个最关键的物流节点，海南自由贸 易港政策有利于促进两港合作，实现双赢。 2、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 3、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作伙伴，持续扩大陆海双向开放，在港口建设运营、货源开拓及物流供应链服务上深化更多领 域、更深层次务实合作。 4、根据2023年年报，公司是广西北部湾地区国有公共码头唯一运营商，运营的北部湾港是我国计划打 造的五大沿海港口群之西南沿海港口群的 ...

Core Viewpoint - North Bay Port's stock price has shown significant growth in 2023, with a year-to-date increase of 10.66% and notable gains over various trading periods [2] Group 1: Stock Performance - As of February 24, North Bay Port's stock rose by 2.77%, reaching 10.38 CNY per share, with a trading volume of 92.41 million CNY and a turnover rate of 0.44% [1] - The stock has increased by 6.90% over the last five trading days, 5.49% over the last 20 days, and 18.09% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, North Bay Port reported a revenue of 5.535 billion CNY, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million CNY, a decrease of 13.89% [2] - The company's main revenue sources include cargo handling and storage (94.59%), tugboat services (3.55%), and other logistics services [2] Group 3: Shareholder Information - As of September 30, 2025, North Bay Port had 59,400 shareholders, an increase of 42.47% from the previous period, with an average of 31,217 circulating shares per shareholder, a decrease of 29.81% [2] - The company has distributed a total of 3.034 billion CNY in dividends since its A-share listing, with 1.396 billion CNY distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included the Southern CSI 500 ETF, holding 13.4935 million shares, a decrease of 296,400 shares from the previous period, and Hong Kong Central Clearing Limited, holding 12.1743 million shares, an increase of 3.009 million shares [3]

财报分析 经济观察网 近期北部湾港（000582）的热点事件主要集中在重大基建投资和区域政策利好。2026年1月 13日，公司公告拟投资约156.15亿元建设防城港港30万吨级码头等工程，旨在提升国际门户港地位。同 时，平陆运河计划于2026年内通航，作为西部陆海新通道骨干工程，预计将缩短西南地区出海航程，直 接利好北部湾港的货物吞吐量增长。这些事件可能对公司长期发展产生积极影响。 股票近期走势 北部湾港股价近期波动显著。2026年2月11日单日大涨5.76%，成交额达15.79亿元，但2月13日回调下跌 2.32%，收盘报10.10元，成交额5.06亿元。资金流向方面，2月13日主力资金净流入3818.70万元，近3日 累计净流入8978.94万元，但主力控盘程度较低，筹码分散。技术面显示股价接近压力位10.16元，筹码 平均成本为9.52元，短期需关注突破情况。 机构对北部湾港评级偏中性，暂无近期研报更新。根据盈利预测，2025年净利润预计同比下降5.56%， 但2026年有望增长19.18%。基金持股比例较低（0.32%），机构调研频率一般，市场关注度适中。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - The article discusses the performance and strategic importance of Beibu Gulf Port, highlighting its role in the Western Land-Sea Trade Corridor and the benefits from the Hainan Free Trade Port policy. Group 1: Company Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3] - The container throughput reached 802.20 million TEUs, with a year-on-year growth of 14.26%, representing 100% of the total container throughput at Beibu Gulf Port [3] - The company reported an operating revenue of 5.535 billion yuan for the period from January to September 2025, reflecting a year-on-year increase of 12.92%, while the net profit attributable to the parent company was 789 million yuan, down 13.89% year-on-year [8] Group 2: Strategic Importance - Beibu Gulf Port is a key logistics hub in the Western Land-Sea Trade Corridor, facilitating the transformation of bulk cargo to containerized cargo, thus enhancing the integration with inland industries [2] - The port is positioned as a crucial gateway for the national strategy to connect with ASEAN and is supported by local government policies aimed at boosting port logistics development [3] - The company operates as the sole public terminal operator in the Guangxi Beibu Gulf region, playing a significant role in the development of the southwestern coastal port cluster [3] Group 3: Business Operations - The main business activities include container and bulk cargo handling, storage, and port services, with a revenue composition of 94.59% from handling and storage, 3.55% from tugboat services, and 1.16% from cargo surveying [8] - The port has qualifications for importing fruits, wines, and meats, and has established multiple shipping routes for Thai and Vietnamese fruits, providing comprehensive cold chain logistics services [3]

Core Viewpoint - North Bay Port's stock price has shown a significant increase this year, with a notable rise in trading activity, despite a recent decline in share price and net outflow of funds [1][2]. Group 1: Stock Performance - North Bay Port's stock price has increased by 8.00% year-to-date, with a 4.87% rise over the last five trading days, 4.97% over the last twenty days, and 14.59% over the last sixty days [2]. - As of February 13, the stock price was reported at 10.13 yuan per share, with a trading volume of 1.13 billion yuan and a turnover rate of 0.54% [1]. Group 2: Financial Performance - For the period from January to September 2025, North Bay Port achieved a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%. However, the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [2]. - The company's main revenue sources include loading and unloading services (94.59%), tugboat services (3.55%), and other logistics-related services [2]. Group 3: Shareholder Information - As of September 30, 2025, North Bay Port had 59,400 shareholders, an increase of 42.47% from the previous period, while the average circulating shares per person decreased by 29.81% to 31,217 shares [2]. - The company has distributed a total of 3.034 billion yuan in dividends since its A-share listing, with 1.396 billion yuan distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included the Southern CSI 500 ETF, which held 13.4935 million shares, a decrease of 296,400 shares from the previous period [3]. - Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, increasing its holdings by 3.009 million shares to 12.1743 million shares [3].