证券日报网讯9月3日晚间，北部湾港（000582）发布公告称，公司将于2025年9月8日召开2025年第二次 临时股东大会。本次股东大会将审议《关于审议补选第十届董事会非独立董事的议案》《关于审议2025 年中期利润分配方案的议案》等多项议案。 ...

证券代码：000582 证券简称：北部湾港 公告编号：2025062 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于召开2025年第二次临时股东大会的 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。 本公司已于 2025 年 8 月 23 日在《中国证券报》 《证券时报》 及巨潮资讯网站（www.cninfo.com.cn）上刊登了《关于召开 2025 年第二次临时股东大会的通知》，现将本次股东大会内容再次公 告如下： 一、召开会议的基本情况 （一）股东大会届次：2025年第二次临时股东大会 （二）股东大会的召集人：公司董事会 （三）会议召开的合法、合规性： 《关于召开2025年第二次临时股东大会的议案》。本次股东大会 会议召开符合《中华人民共和国公司法》等法律、行政法规和《公 司章程》的有关规定。 （四）会议召开日期和时间： - 1 - （1）通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 9 月 8 日（星期一）9:15—9:25，9:30—11:30 和 （2）通过深圳证券交易所互联网投票系统投票的 ...

本公司已于 2025 年 8 月 23 日在《中国证券报》《证券时报》 及巨潮资讯网站（www.cninfo.com.cn）上刊登了《关于召开 2025 年第二次临时股东大会的通知》，现将本次股东大会内容再次公 告如下： 一、召开会议的基本情况 （一）股东大会届次：2025年第二次临时股东大会 （三）会议召开的合法、合规性： 证券代码：000582 证券简称：北部湾港 公告编号：2025062 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于召开2025年第二次临时股东大会的 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。 （二）股东大会的召集人：公司董事会 2025年8月22日公司第十届董事会第十七次会议审议通过了 《关于召开2025年第二次临时股东大会的议案》。本次股东大会 会议召开符合《中华人民共和国公司法》等法律、行政法规和《公 司章程》的有关规定。 （四）会议召开日期和时间： - 1 - 1.现场会议时间：2025年9月8日（星期一）15:30 2.网络投票时间： （1）通过深圳证券交易所交易系统进行网络投票的具体时 ...

Core Viewpoint - The opening of the new RCEP shipping route from Beibu Gulf Port to Vietnam and Singapore enhances cross-border logistics efficiency and reduces costs for regional foreign trade enterprises [1][3]. Group 1: Shipping Route Details - The new shipping route is operated by Ocean Network Express (ONE) and connects Guangxi Qinzhou Port, Vietnam's Haiphong Port, Cai Mep Port, and Singapore, with a weekly service [3]. - Main export goods include white cardboard, auto parts, glass, and plywood, while imports consist of zinc oxide, frozen seafood, and rapeseed meal [3]. Group 2: Logistics Efficiency - The route significantly improves logistics efficiency by connecting with Vietnam's ports and facilitating rapid cargo transfer from the western region of China to Singapore, which can then reach markets in India, Europe, and the U.S. [3]. - The sea-rail intermodal transport mode reduces carbon emissions by approximately 30% compared to traditional road transport and improves customs clearance efficiency by 10% to 20% [3]. Group 3: Future Developments - The company plans to deepen strategic cooperation with shipping enterprises, optimize route layouts and service quality, and enhance the comprehensive logistics system, aiming for a seamless integration of the western land-sea new corridor with ASEAN supply chains [4].

Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in the logistics network and its growth in cargo and container throughput. Group 1: Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, serving as a key port in China's southwestern coastal port group [3] - The company primarily engages in 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] Group 2: Business 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, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3] Group 3: Strategic Importance - Beibu Gulf Port is positioned as a crucial logistics hub in the western land-sea trade corridor, facilitating the integration of regional industries and enhancing the reach of the new trade route [2] - The port's development is supported by national policies aimed at enhancing trade with ASEAN countries and is seen as a strategic point for the 21st Century Maritime Silk Road and the Silk Road Economic Belt [3] Group 4: Market Activity - On September 1, the stock price of Beibu Gulf Port increased by 1.90%, with a trading volume of 276 million yuan and a turnover rate of 1.74%, leading to a total market capitalization of 20.308 billion yuan [1] - The stock has seen a net inflow of 11.0676 million yuan from major investors, indicating a mixed trend in investment interest [4]

证券代码：000582 证券简称：北部湾港 公告编号：2025061 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于增设募集资金专户并签订募集资金 三方监管协议的公告 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。 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意北部湾港股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2023〕1490 号）予以注册，公司由主承销商华泰联合证券有限公司通过深圳 证 券 交 易 所 系 统 于 2024 年 4 月 16 日 向 特 定 对 象 发 行 了 505,617,977 股 A 股股票，发行价格为每股人民币 7.12 元，募集 资金总额为360,000.00万元，扣除各项发行费用3,207.63万元后， 实际募集资金净额为 356,792.37 万元。截至 2024 年 4 月 22 日， 上述募集资金已全部到位，致同会计师事务所（特殊普通合伙） 已验证确认并出具了《验资报告》（致同验字（2024）第 450C000120 号）。公司依照规定对上述募集资金进行了专户存 储管理， ...

Core Insights - The southern marine economic zone, including Guangdong, Guangxi, and Hainan, is advancing its marine industry quality and efficiency, marking a new phase in marine economy development [1][4]. Guangdong Province - In 2024, Guangdong's marine production value surpassed 2 trillion yuan, reaching 20022.5 billion yuan, with a nominal growth rate of 5.4%, accounting for 14.1% of the regional GDP and 19% of the national marine production value [2]. - Guangdong has maintained its position as the top marine economy in China for 30 consecutive years, contributing 27.3% to the nominal growth of the regional economy [2]. - The marine electricity sector in Guangdong saw the highest growth, with an increase of 26.7% in 2024, and the province leads in offshore wind power capacity with over 12.15 million kilowatts installed [2]. Hainan Province - Hainan's marine production value increased from 2009.3 billion yuan in 2022 to 2707 billion yuan in 2024, with an average annual growth rate of 16.1%, the highest in the country [4]. - The contribution of marine economy to Hainan's GDP rose from 29.5% to 34.1% during the same period [4]. - Emerging industries such as marine new energy and marine biological manufacturing are experiencing rapid growth, with increases of 67% and 66.7% respectively in 2024 [4]. Guangxi Province - In 2024, Guangxi's marine production value reached 2580.9 billion yuan, growing by 5.8% and accounting for 9% of the regional GDP [6]. - The traditional marine industries, including tourism, fisheries, and transportation, achieved a combined value of 1074.3 billion yuan, reflecting a growth of 7.1% [6]. - The container throughput at Beibu Gulf Port reached 901.52 thousand TEUs, marking a 12.38% increase and maintaining double-digit growth for eight consecutive years [6][7].

Core Insights - The shipping and port sector experienced a slight increase of 0.09% on August 26, with Bohai Ferry leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Bohai Ferry (603167) closed at 10.70, up 2.49% with a trading volume of 178,900 shares and a turnover of 190 million yuan [1] - Xiamen Port Authority (000905) closed at 8.97, up 2.28% with a trading volume of 328,500 shares and a turnover of 293 million yuan [1] - Straits Shares (002320) closed at 8.49, up 2.17% with a trading volume of 565,600 shares and a turnover of 479 million yuan [1] - Other notable performers include Zhonggu Logistics (603565) and Jinjiang Shipping (601083), with increases of 1.15% and 0.97% respectively [1] Capital Flow - The shipping and port sector saw a net outflow of 64.35 million yuan from institutional investors, while retail investors contributed a net inflow of 166.7 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Straits Shares (002320) had a net inflow of 62.51 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Bohai Ferry (603167) experienced a net inflow of 18 million yuan from institutional investors, with outflows from speculative investors [3] - Other stocks like Tianjin Port (600717) and Tangshan Port (601000) also showed significant net inflows from institutional investors, indicating potential interest in these stocks [3]

Group 1 - The core point of the article highlights the financing activities of Beibu Gulf Port, indicating a net selling position in recent trading days [1][2] - On August 25, Beibu Gulf Port had a financing buy amount of 0.36 billion yuan, ranking 1330th in the two markets, with a financing repayment amount of 0.44 billion yuan, resulting in a net sell of 7.90 million yuan [1] - Over the last three trading days (August 21-25), Beibu Gulf Port recorded financing buys of 0.33 billion yuan, 0.32 billion yuan, and 0.36 billion yuan respectively [1] Group 2 - In terms of securities lending, on the same day, there were 0.18 thousand shares sold short and a net purchase of 4.64 thousand shares [2]

Core Insights - The main driver of North Bay Port's performance is its strengthened collaboration with railway companies and logistics enterprises along the Western Land-Sea New Corridor, optimizing logistics service network layout and operational management [1] - The company has increased its construction efforts for international and domestic container shipping routes, enhancing its network to attract more cargo and improve port throughput, leading to sustained economic growth [1] Financial Performance - In the first half of 2025, North Bay Port achieved operating revenue of 3.556 billion yuan and a net profit of 531 million yuan, with a non-recurring net profit of 472 million yuan [1] - The total cargo throughput reached 174.4664 million tons, representing a year-on-year growth of 10.95%, while container throughput was 4.7585 million TEUs, growing by 10.15% year-on-year [1] Operational Highlights - The company primarily engages in the loading, storage, and value-added services of containers and bulk cargo at the port [1] - The rapid growth in cargo and container throughput is attributed to significant opportunities from the accelerated construction of the Western Land-Sea New Corridor and the effective integration of sea-rail intermodal transport [1]