Group 1 - The closing price of Beibu Gulf Port on May 20 was 8.77 yuan, down 2.77%, with a rolling PE ratio of 19.92 times and a total market value of 20.4 billion yuan [1] - In terms of industry PE ratio rankings, the average PE ratio for the shipping and port industry is 14.09 times, with a median of 14.98 times, placing Beibu Gulf Port at the 25th position [1] - On May 20, the net outflow of main funds for Beibu Gulf Port was 29.72 million yuan, with a total outflow of 196.55 million yuan over the past five days [1] Group 2 - Beibu Gulf Port Co., Ltd. specializes in container and bulk cargo handling, storage, port value-added services, and supporting port services [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, and a net profit of 196 million yuan, a year-on-year decrease of 49.87%, with a gross profit margin of 29.74% [1]

Core Viewpoint - The company announces a temporary suspension of the conversion of its convertible bonds, "Beigang Convertible Bonds," during the period of equity distribution, which will take place from May 20, 2025, until the registration date for the equity distribution [1] Group 1: Equity Distribution Announcement - The company plans to implement the 2024 annual equity distribution soon, as per the proposal for the distribution and capital reserve conversion into share capital [1] - The suspension of the bond conversion will last until the first trading day after the equity registration date [1] Group 2: Convertible Bond Trading - During the suspension period, the convertible bonds will continue to trade normally, and bondholders are advised to pay attention to this notice [1] - The adjustment of the conversion price will be based on specific formulas outlined in the bond issuance prospectus, which accounts for stock dividends, capital increases, and cash dividends [1][2] Group 3: Conversion Price Adjustment - The conversion price will be adjusted according to the following formulas: - For stock dividends or capital increases: P1 = P0 / (1 + n) - For new share issuance or rights issues: P1 = (P0 + A*k) / (1 + k) - For cash dividends: P1 = P0 - D - These adjustments will ensure that the interests of convertible bondholders are protected [1][2][3]

证券代码：000582 证券简称：北部湾港 公告编号：2025028 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 2．转股起止时间：2022 年 1 月 5 日至 2027 年 6 月 28 日 特此公告 北部湾港股份有限公司董事会 2025 年 5 月 20 日 - 2 - 附件： 3．暂停转股时间：2025 年 5 月 20 日起至公司 2024 年度权 益分派股权登记日止 4．恢复转股时间：公司 2024 年度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（以下简称"公司"）于 2025 年 5 月 15 日召开 2024 年度股东大会，审议通过了《关于 2024 年度利 润分配及资本公积转增股本的预案》，公司将于近日实施 2024 年度权益分派，根据《北部湾港股份有限公司公开发行可转换公 - 1 - 司债券募集说明书》中"转股价格的调整方式及计算公式"（详见 ...

证券代码：000582 证券简称：北部湾港 公告编号：2025026 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 2024 年度暨 2025 年第一季度 业绩说明会并征集问题的公告 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。 北部湾港股份有限公司（以下简称"公司"）2024 年年度报告 全文和摘要以及 2025 年第一季度报告已分别于 2025 年 4 月 25 日、4 月 29 日在巨潮资讯网披露。 为进一步提高公司治理水平，便于广大投资者更全面、深入 地了解公司情况，公司定于2025年5月23日（星期五）15:00-17:00 在"价值在线"（www.ir-online.cn）举办北部湾港股份有限公司 2024 年度暨 2025 年第一季度业绩说明会，与投资者进行沟通和 交流，广泛听取投资者的意见和建议。 一、业绩说明会召开时间及方式 召开时间：2025 年 5 月 23 日（星期五）15:00-17:00 召开方式：网络平台文字互动 召开网址：价值在线（www.ir-online.cn） - 1 - 二、出席人员 董事 ...

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、会议召开和出席情况 （一）会议召开时间、地点等情况 证券代码：000582 证券简称：北部湾港 公告编号：2025027 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 2024 年度股东大会决议公告 1.会议召开时间： 现场会议召开时间为2025年5月15日（星期四）15:30开始； 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5月15日（星期四）9:15—9:25，9:30—11:30和13:00—15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为 2025年5月15日（星期四）9:15—15:00期间的任意时间。 2.现场会议召开地点：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18楼1819会议室。 3.会议召开方式：本次会议采取现场记名投票与网络投票相 结合的方式。 4.本次会议由公司董事会召集，公司副董事长莫怒主持现场 - 1 - 会议。 本次会议的各项程序符合《公司法》等有关法律、行政法规、 部门规章、规范性文件和《公司章程》的规定。 ...

北部湾港股份有限公司2024年度股东大会的法律意见书 国浩律师(南宁)事务所 关于北部湾港股份有限公司 2024 年度股东大会的 法律意见书 国浩律师(南宁)意字(2025)第 5001-2 号 致:北部湾港股份有限公司 国浩律师(南宁)事务所受北部湾港股份有限公司(以下简称"公司") 的委托,指派刘卓昀律师、肖雅婷律师(以下简称"本律师")作为公司 召开 2024年度股东大会(以下简称"本次股东大会"或"会议")的专 项法律顾问,对本次股东大会的召开全过程进行见证并出具法律意见。 为出具法律意见,本律师出席了本次股东大会的会议,并审查了公司 提供的有关会议文件、资料。公司承诺:其已向本律师提供了出具法律意 见所必须的、真实的书面材料。本律师已证实书面材料的副本、复印件与 正本、原件一致。 基于对上述文件、资料的审查,本律师根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司股东会规则》《北部湾港股份有限 公司章程》(以下简称"《公司章程》")等有关规定,按照律师行业公 认的业务标准、道德规范和勤勉尽责的精神,对本次股东大会发表法律意 见。 本律师同意公司将本法律意见书与本次股东大会决议一同公告, ...

Core Viewpoint - The adjustment of China-US tariff policies, combined with the approaching traditional transportation peak season in Europe and the US, has led to a significant surge in the A-share shipping and port sector, with notable stock performances from companies like Guohang Yuanyang and Huaguang Yuanhai [1] Group 1: Market Performance - The shipping sector experienced a wave of stock price increases, with Guohang Yuanyang and Huaguang Yuanhai hitting the daily limit of 30% [1] - The international shipping market demand is showing steady growth against the backdrop of a mild global economic recovery [1] Group 2: Company Strategies - Guohang Yuanyang has expanded its foreign trade routes to cover regions including Europe, North America, South America, Southeast Asia, East Asia, South Asia, and Africa, while maintaining growth in capacity [1] - Huaguang Yuanhai plans to adhere to its strategy of developing the Yangtze River inland branch and actively seeks suitable acquisition targets to expand its international logistics footprint [1] - Beibu Gulf Port emphasizes the importance of expanding its international route network and has launched irregular services to the US, focusing on export demand from hinterland enterprises [1] - Haitong Development indicates that its exposure to US-related routes is low, and the impact of tariff increases on its revenue is minimal, with plans to closely monitor policy changes and adopt proactive strategies [1]

Market Overview - A-shares opened higher but quickly entered a downward trend, with the Shanghai Composite Index up 0.17% and the Shenzhen Component down 0.13% by the afternoon close [1] - Total trading volume in the A-share market was 13,260 billion yuan, a decrease of 149 billion yuan from the previous day [1] Banking Sector Performance - The banking sector saw a collective rise, with Shanghai Bank, Pudong Development Bank, and Jiangsu Bank reaching historical highs [2] - The banking sector overall rose by 1.64%, ranking third among industry sectors for the day, with a weekly increase of 1.59% [2] - All 42 constituent stocks in the banking sector experienced gains, with Chongqing Bank rising over 4% and several others, including Shanghai Bank and Pudong Development Bank, increasing over 3% [2] Financial Indicators - In Q1, 42 banks reported a total net profit of 5,639.79 billion yuan, with the four major state-owned banks accounting for over 52% of this profit [3] - Analysts expect the banking sector to stabilize by 2025, with reduced net interest margin pressure and improved asset-liability management [3] Shipping and Port Sector - The shipping sector experienced significant gains, with the shipping index (European line) futures rising over 10% at the open and closing up 5.79% [4] - The shipping concept sector overall rose by 2.51%, ranking second among industry concepts for the day, with notable gains in stocks like Guohang Ocean and Huaguang Source Sea [4] Economic and Trade Relations - Recent U.S.-China trade talks showed signs of easing tensions, positively impacting financial and shipping trade sentiments [5] - The reduction of tariffs and supportive financial policies are expected to enhance corporate profitability and market sentiment in the short term, while promoting high-quality economic development in the long term [5]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Beibu Gulf Port, noting its recent stock price increase and market capitalization [1][2] - As of May 13, Beibu Gulf Port's closing price was 8.97 yuan, reflecting a 5.41% increase, with a rolling PE ratio of 20.38, marking an 11-day low [1] - The company's total market capitalization stands at 20.865 billion yuan, while the average PE ratio for the shipping and port industry is 13.59, with a median of 15.48 [1][2] Group 2 - In terms of capital flow, on May 13, Beibu Gulf Port experienced a net inflow of 57.31 million yuan, although it has seen a total outflow of 37.16 million yuan over the past five days [1] - The company's main business includes container and bulk cargo handling, storage, port value-added services, and supporting services, with key products being loading and unloading, tugboat services, cargo surveying, and agency services [1] - The latest quarterly report for Q1 2025 shows that Beibu Gulf Port achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a year-on-year decrease of 49.87%, with a gross profit margin of 29.74% [1]

港口股再度拉升，南京港（002040）、连云港（601008）午后双双涨停，宁波海运（600798）此前涨 停，珠海港（000507）涨超5%，宁波远洋（601022）、重庆港（600279）、北部湾港（000582）、厦 门港务（000905）等跟涨。 ...