Core Viewpoint - The Guangxi Beibu Gulf International Port Group has launched a new roll-on/roll-off shipping route to the Middle East, enhancing its logistics capabilities and supporting regional automotive and machinery exports [1][3]. Group 1: New Shipping Route - The new shipping route, named "Chang'an Kou," departs from the Beibu Gulf Port in Qinzhou and connects to Jebel Ali Port in the UAE and Dammam Port in Saudi Arabia, with a travel time of approximately 15 days [1][3]. - The inaugural shipment includes vehicles and heavy machinery from companies such as Dongfeng Motor, Liuzhou Automobile, Zoomlion, and SANY Heavy Industry, showcasing a diverse range of cargo [3]. Group 2: Strategic Importance - Liuzhou, a key automotive manufacturing hub in Southwest China, is a significant source of cargo for this new route, indicating the strategic importance of the region in the automotive supply chain [3]. - The launch of this route supports the Beibu Gulf Port's goal of becoming a regional logistics hub for automotive roll-on/roll-off services, expanding beyond just vehicle transport to include machinery and spare parts [3]. Group 3: Future Plans - The Beibu Gulf Port Group plans to deepen collaborations with shipping companies and manufacturers to further expand the coverage of roll-on/roll-off shipping routes, facilitating more efficient logistics for domestic automotive and machinery exports [3].

Core Insights - North Bay Port Co., Ltd. reported a revenue of 3.556 billion yuan for the first half of 2025, marking an 11.5% year-on-year increase, with a non-net profit attributable to shareholders of 472 million yuan, a significant growth of 28.73% [2] Group 1: Major Infrastructure Developments - Significant port projects such as the 200,000-ton automated container terminal in Qinzhou, the 200,000-ton bulk cargo terminal in Fangchenggang, and the cruise home port in Beihai have been completed, enhancing navigation capabilities for large vessels [2] - The deep-water berth advantage in the North Qin Fang area allows for the accommodation of vessels over 100,000 tons, with a deep-water berth ratio of 37%, significantly higher than the national coastal port average [5] Group 2: Shipping Network Expansion - The opening of the first roll-on/roll-off shipping route from North Bay Port to Jebel Ali Port in the UAE has reduced shipping time by approximately 7 days for vehicles produced in Chongqing [5] - North Bay Port has launched 91 container shipping routes, achieving full coverage of major ports in ASEAN countries [5] Group 3: Container Throughput Growth - North Bay Port's container throughput reached 4.76 million TEU, with a year-on-year growth rate of 10.1%, ranking 9th among Chinese ports [7] - Historical growth shows container throughput increased from 3.82 million TEU in 2019 to 9.02 million TEU in 2024, with an average annual growth rate of 18.7% [10] - For the first seven months of 2025, the port completed a throughput of 5.55 million TEU, maintaining a position in the national top ten and achieving the second-highest growth rate nationwide [10] Group 4: Future Prospects and Strategic Developments - The Pinglu Canal project, expected to be completed by 2026, will enhance the connectivity of the western land-sea new corridor, making it the third major river-sea transport corridor in China [13] - The expansion of the rail network, including the Huangtong to Baise railway and the addition of a second line to the Qian-Gui railway, is set to reduce shipping distances significantly [13] - North Bay Port has been included in the CSI 500 Index, highlighting its long-term investment value and growth potential driven by strategic initiatives like the Belt and Road Initiative and RCEP [16]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601975 | 指商南油 | 3.36 | 2.13% | 342.94万 | | 11.37亿 | | 600751 | 海航科技 | 4.37 | 1.86% | 55.26万 | | 2.40亿 | | 603565 | 中谷物流 | 11.49 | 1.50% | 14.59万 | | 1.67亿 | | 601880 | 辽港股份 | 1.71 | 1.18% | 151.66万 | | 2.57亿 | | 001205 | 盛航股份 | 16.38 | 1.05% | 2.10万 | | 3412.07万 | | 600179 | 安通控股 | 3.44 | 0.88% | 32.35万 | | 1.11亿 | | 002040 | 南京港 | 9.60 | 0.84% | 9.39万 | | 8947.05万 | | 601018 | 宁波港 | 3.64 | 0.55% | 48.05万 | | 1.74亿 | | ...

Group 1 - The stock price of Beibu Gulf Port increased by 3.08% on September 9, with a trading volume of 731 million yuan [1] - The financing buy-in amount for Beibu Gulf Port on the same day was 79.07 million yuan, while the financing repayment was 67.35 million yuan, resulting in a net financing buy-in of 11.73 million yuan [1] - As of September 9, the total margin balance for Beibu Gulf Port was 351 million yuan, with a financing balance of 346 million yuan, accounting for 2.06% of the circulating market value [1] Group 2 - As of June 30, the number of shareholders for Beibu Gulf Port was 41,700, an increase of 10.06% from the previous period [2] - For the first half of 2025, Beibu Gulf Port reported operating revenue of 3.556 billion yuan, a year-on-year increase of 11.50%, while the net profit attributable to shareholders decreased by 15.70% to 531 million yuan [2] Group 3 - Beibu Gulf Port has distributed a total of 2.842 billion yuan in dividends since its A-share listing, with 1.205 billion yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders included the Southern CSI 500 ETF, which held 13.79 million shares, marking a new entry, while Hong Kong Central Clearing Limited reduced its holdings by 5.3532 million shares to 9.1653 million shares [3]

Group 1 - The stock price of Beibu Gulf Port increased by 2.05% on September 9, reaching 8.95 CNY per share, with a trading volume of 1.24 billion CNY and a turnover rate of 0.76%, resulting in a total market capitalization of 21.208 billion CNY [1] - Year-to-date, Beibu Gulf Port's stock price has risen by 14.26%, with a 3.71% increase over the last five trading days, a 7.31% increase over the last 20 days, and a 4.31% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on April 15, where it recorded a net buy of -72.5592 million CNY [1] Group 2 - Beibu Gulf Port Co., Ltd. is located in Nanning, Guangxi Zhuang Autonomous Region, and was established on August 7, 1996, with its main business involving port loading and unloading, tugboat and port management, logistics agency, and cargo surveying [2] - The revenue composition of Beibu Gulf Port includes 94.59% from loading and unloading, 3.55% from tugboat services, 1.16% from cargo surveying, 0.65% from other services, and 0.06% from agency services [2] - As of June 30, the number of shareholders of Beibu Gulf Port was 41,700, an increase of 10.06% from the previous period, with an average of 44,476 circulating shares per shareholder, a decrease of 4.39% [2] Group 3 - Beibu Gulf Port has distributed a total of 2.842 billion CNY in dividends since its A-share listing, with 1.205 billion CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include the Southern CSI 500 ETF, which is the eighth largest shareholder with 13.7899 million shares, and Hong Kong Central Clearing Limited, which is the tenth largest shareholder with 9.1653 million shares, having decreased its holdings by 5.3532 million shares [3]

Group 1 - The company, Beibu Gulf Port, announced the convening of its 10th Board of Directors' 18th temporary meeting on September 8, 2025, to discuss the election of a non-independent director [1] - For the first half of 2025, the company's revenue was entirely derived from port handling services, accounting for 100% of its business [1] - As of the report date, Beibu Gulf Port has a market capitalization of 20.8 billion yuan [1]

北 部 湾 港 股 份 有 限 公 司 企 业 标 准 Q/ BGGF ZQ 06-2025 代替 Q/ BGGF ZQ 19-2024 独立董事专门会议工作细则 2025 - 09- 08 发布 2025 - 09- 09 实施 发 布 北部湾港股份有限公司 本文件由董事会办公室/证券部提出及归口管理,由董事会负责解释、修订和监督执行。 本文件起草部门:董事会办公室/证券部。 本文件审核部门:法律合规部。 本文件及其替代文件的发布情况为: Q/ BGGF ZQ 06-2025 前 言 编制本文件的目的是为了进一步规范北部湾港股份有限公司(以下简称公司)独立董事专门会议的 议事方式和决策程序,促使并保障独立董事有效地履行其职责。根据国家有关法律法规、规范和标准制 定。 本文件按照GB/T1. 1-2020的编写规则编写。 ――2024年4月29日首次发布(经第九届董事会第四十一次会议审议通过)； ――本次为第一次修订,由《独立董事专门会议制度》修订为《独立董事专门会议工作细则》,本 次修订完成后,《独立董事专门会议制度》(北港股发〔2024〕69号)同时废止。 2 Q/ BGGF ZQ 06-2025 独立董 ...

2025 - 09 - 09 实施 发 布 北部湾港股份有限公司 北 部 湾 港 股 份 有 限 公 司 企 业 标 准 Q/ BGGF ZQ 13-2025 代替 Q/ BGGF ZQ 02-2020 内幕信息知情人登记管理办法 2025 - 09 - 08 发布 本文件由董事会办公室/证券部提出及归口管理,由董事会负责解释、修订和监督执行。 本文件起草部门:董事会办公室/证券部。 本文件审核部门:法律合规部。 Q/ BGGF ZQ 13-2025 言 前 编制本文件的目的是为进一步规范北部湾港股份有限公司(以下简称公司)内幕信息管理,加强内 幕信息保密工作,以维护信息披露的公平原则,根据国家有关法律法规、规范和标准制定。 本文件按照GB/T1. 1-2020的编写规则编写。 本文件及其替代文件的发布情况为: -- 2019年10月24日首次发布(经第八届董事会第十六次会议审议通过); -- 2020年12月11日第一次修订(经第八届董事会第三十三次会议审议通过); ――本次为第二次修订,由《内幕信息知情人登记管理制度》修订为《内幕信息知情人登记管理办 法》,本次修订完成后,《内幕信息知情人登记管理制度》( ...

独立董事年报工作细则 2025 - 09- 08 发布 2025- 09 - 09 实施 发 布 北部湾港股份有限公司 北 部 湾 港 股 份 有 限 公 司 企 业 标 准 Q/ BGGF ZQ 07-2025 代替 Q/ BGGF ZQ 13-2024 编制本文件的目的是为了完善北部湾港股份有限公司(以下简称公司)内部控制,提高公司年度报 告编制、审核及信息披露等相关工作的规范性,充分发挥独立董事监督职能,根据国家有关法律法规、 规范和标准制定。 本文件按照GB/T1. 1-2020的编写规则编写。 本文件由董事会办公室/证券部提出及归口管理,由董事会负责解释、修订和监督执行。 本文件起草部门:董事会办公室/证券部。 本文件审核部门:法律合规部。 Q/ BGGF ZQ 07-2025 前 言 本文件及其替代文件的发布情况为: ――2008年4月11日首次发布(经第四届董事会第二十五次会议审议通过)； ――2015年3月11日第一次修订(经第七届董事会第七次会议审议通过): -- 2024年4月29日第二次修订(经第九届董事会第四十一次会议审议通过); -- 本次为第三次修订,由《独立董事年报工作制度》修订 ...

北 部 湾 港 股 份 有 限 公 司 企 业 标 准 Q/ BGGF ZQ 04-2025 代替 Q/ BGGF ZQ 07-2023 独立董事管理办法 2025- 09 - 08 发布 2025- 09 - 09 实施 发 布 北部湾港股份有限公司 Q/ BGGF ZQ 04-2025 言 前 编制本文件的目的是为了规范独立董事行为,充分发挥独立董事在北部湾港股份有限公司(以下简 称公司)治理中的作用,促进提高公司质量,根据国家有关法律法规、规范和标准制定。 本文件按照GB/T1. 1-2020的编写规则编写。 -- 2015年4月28日第一次修订(经2014年年度股东大会审议通过); ――2023年12月25日第二次修订（经2023年第五次临时股东大会审议通过）： -- 本次为第三次修订,在《独立董事制度》基础上进行修订,本次修订完成后,《独立董事制度》 (北港股发(2024)5号)同时废止。 2 Q/ BGGF ZQ 04-2025 本文件由董事会办公室/证券部提出及归口管理,由董事会负责解释、修订和监督执行。 本文件起草部门:董事会办公室/证券部。 本文件审核部门:法律合规部。 本文件及其替代文件的 ...