Core Insights - North Bay Port's stock price increased by 0.82% on October 10, with a trading volume of 161 million yuan, indicating positive market sentiment [1] - The company reported a financing net purchase of 7.12 million yuan on the same day, with a total financing balance of 375 million yuan, reflecting a high level of investor interest [1] - For the first half of 2025, North Bay Port achieved a revenue of 3.56 billion yuan, a year-on-year increase of 11.5%, while net profit decreased by 15.7% [2] Financing and Margin Trading - On October 10, North Bay Port had a financing buy amount of 25.22 million yuan, with a financing balance of 371 million yuan, representing 2.32% of the circulating market value [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of leverage [1] - The company had a margin trading balance of 4.05 million yuan, with a short selling volume of 119,100 shares on the same day [1] Shareholder and Dividend Information - As of June 30, the number of shareholders increased by 10.06% to 41,700, while the average circulating shares per person decreased by 4.39% [2] - Cumulatively, North Bay Port has distributed 2.84 billion yuan in dividends since its A-share listing, with 1.20 billion yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Southern CSI 500 ETF is a new entrant, holding 13.79 million shares [3]

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

Core Viewpoint - The shipping and port sector experienced a rise of 1.68% on October 10, with HNA Technology leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 0.94% and 2.7% respectively [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3897.03, down 0.94% [1]. - The Shenzhen Component Index closed at 13355.42, down 2.7% [1]. - The shipping and port sector stocks showed varied performance, with HNA Technology closing at 4.93, up 8.83% [1]. Group 2: Individual Stock Performance - HNA Technology (600751) led the sector with a closing price of 4.93 and a trading volume of 1.47 million shares, resulting in a transaction value of 710 million yuan [1]. - Other notable performers included: - Haixia Co. (002320) at 10.73, up 5.51% with a transaction value of 838 million yuan [1]. - Shen Cishen (600026) at 12.22, up 4.18% with a transaction value of 742 million yuan [1]. - China Merchants Shipping (601872) at 8.67, up 4.08% with a transaction value of 1.02 billion yuan [1]. Group 3: Capital Flow - The shipping and port sector saw a net inflow of 182 million yuan from institutional investors, while retail investors experienced a net outflow of 155 million yuan [2]. - The main stocks with significant capital inflow included: - HNA Technology with a net inflow of 49.32 million yuan [3]. - Haixia Co. with a net inflow of 45.18 million yuan [3]. - China Merchants Shipping with a net inflow of 43.99 million yuan [3].

Core Insights - The company reported a total cargo throughput of 30.16 million tons in September, representing a year-on-year increase of 9.00% [1] - Container throughput reached 842,500 TEUs, showing a year-on-year growth of 12.07% [1]

注：以上数据来自公司内部初步统计，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 北部湾港股份有限公司董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 为使投资者能够及时地了解公司港口生产经营情况，现定期 公布公司港口吞吐量数据。 | 类别 | 单位 | 2025 | 年 9 | 月 | 2025 | 年累计 | | --- | --- | --- | --- | --- | --- | --- | | | | 完成数 | | 同比 增（减）幅 | 完成数 | 同比 增（减）幅 | | 货物吞吐量 | 万吨 | 3016.12 | | 9.00% | 26686.05 | 10.01% | | 其中： 集装箱部分 | 万标准箱 | 84.25 | | 12.07% | 724.81 | 10.34% | 证券代码：000582 证券简称：北部湾港 公告编号：2025072 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于 2025 年 9 月港口吞吐量数据的自愿性 信息披露公告 2025 年 10 月 11 日 ...

Core Insights - The company reported a cargo throughput of 30.16 million tons for September 2025, representing a year-on-year growth of 9.00% [1] - Container throughput reached 842,500 TEUs in September 2025, showing a year-on-year increase of 12.07% [1] - Cumulative cargo throughput for 2025 reached 267 million tons, reflecting a year-on-year growth of 10.01% [1] - Cumulative container throughput for 2025 totaled 7.25 million TEUs, with a year-on-year increase of 10.34% [1]

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]

证券代码：000582 证券简称：北部湾港 公告编号：2025071 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于实施权益分派期间"北港转债"暂停转股 的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 特别提示： 1．债券代码：127039 债券简称：北港转债 指南第 1 号——业务办理》等相关规定，自 2025 年 10 月 13 日 起至本次权益分派股权登记日止，公司可转换公司债券（债券简 称：北港转债，债券代码：127039）将暂停转股，本次权益分派 股权登记日后的第一个交易日起恢复转股。 在上述期间，公司可转换公司债券正常交易，敬请公司可转 换公司债券持有人注意。 特此公告 北部湾港股份有限公司董事会 2025 年 10 月 10 日 2．转股起止时间：2022 年 1 月 5 日至 2027 年 6 月 28 日 3．暂停转股时间：2025 年 10 月 13 日起至公司 2025 年中 期权益分派股权登记日止 4．恢复转股时间：公司 2025 年中期权益分派股权登记日后 的第一个交易日 北部湾港股份有限公司（以 ...

Core Viewpoint - The company announced a temporary suspension of the conversion of "Beibu Gulf Convertible Bonds" due to the implementation of the 2025 mid-term equity distribution, with specific dates outlined for the suspension and resumption of conversion [1] Group 1 - The "Beibu Gulf Convertible Bonds" (bond code: 127039) will be suspended from conversion starting October 13, 2025, until the equity registration date for the distribution [1] - The conversion period for the bonds is from January 5, 2022, to June 28, 2027, and trading will continue normally during the suspension period [1] - The company provided details on the adjustment method and calculation formula for the conversion price [1]

证券代码：000582 证券简称：北部湾港 公告编号：2025070 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 2025 年第三季度可转换公司债券转股情况 公告 一、可转换公司债券发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准北部湾港股份有限公 - 1 - 司公开发行可转换公司债券的批复》（证监许可〔2021〕1185 号）文核准，公司于 2021 年 6 月 29 日公开发行了 3,000 万张可 转换公司债券，每张面值 100 元，发行总额 30.00 亿元，期限六 年。 （二）可转债上市情况 经深圳证券交易所（深证上〔2021〕713 号）文同意，公司 可转换公司债券于 2021 年 7 月 23 日在深圳证券交易所挂牌交易， 债券简称"北港转债"，债券代码"127039"。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 特别提示： | 股票代码：000582 | | | | | | 股票简称：北部湾港 | | | | --- | --- | --- | --- | --- | --- | --- | - ...