Core Viewpoint - The company has announced the early redemption of its convertible bonds, "Beigang Convertible Bonds," due to the current market conditions and the company's situation, with specific dates and procedures outlined for investors [3][4]. Group 1: Redemption Details - The last trading day for "Beigang Convertible Bonds" is February 9, 2026, after which trading will cease [2]. - The last conversion day for the bonds is February 12, 2026, and any bonds not converted by this date will be forcibly redeemed [2][3]. - The redemption price is set at 101.13 yuan per bond, which includes interest and tax [16]. Group 2: Issuance and Trading Information - The company issued 30 million convertible bonds on June 29, 2021, with a total value of 3 billion yuan and a six-year term [5]. - The bonds were listed for trading on July 23, 2021, under the name "Beigang Convertible Bonds" with the code "127039" [6]. Group 3: Conversion Terms - The conversion period for the bonds started on January 5, 2022, and will end on June 28, 2027 [7]. - The initial conversion price was set at 8.35 yuan per share, which has been adjusted multiple times due to profit distribution [8][9][10]. Group 4: Conditional Redemption Clauses - The company has the right to redeem the bonds if the stock price exceeds 130% of the conversion price for at least 15 trading days within a 30-day period or if the remaining balance of unconverted bonds is less than 30 million yuan [13][15].

Summary of Key Points Core Viewpoint - The announcement from Beibu Gulf Port highlights the imminent cessation of trading for "Beigang Convertible Bonds" and urges investors to take necessary actions before the deadlines to avoid forced redemption [1] Group 1: Trading and Redemption Details - As of February 4, 2026, there are only 3 trading days left until "Beigang Convertible Bonds" stop trading and 6 days until they stop conversion and are redeemed [1] - Investors are reminded that any "Beigang Convertible Bonds" not converted by the close of trading on February 12, 2026, will be forcibly redeemed at a price of 101.13 yuan per bond [1] Group 2: Investor Recommendations - Holders of "Beigang Convertible Bonds" that are pledged or frozen are advised to resolve these issues before the trading halt to avoid forced redemption due to inability to convert [1] - The current market price of the bonds differs significantly from the redemption price, indicating potential losses for investors who do not convert in time [1]

证券代码：000582 证券简称：北部湾港 公告编号：2026022 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于提前赎回"北港转债"暨即将停止交易的 重要提示性公告 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．最后交易日：2026 年 2 月 9 日 2026 年 2 月 9 日是"北港转债"最后一个交易日，当日 "北港转债"简称为"Z 港转债" ；2026 年 2 月 9 日收市后 "北港转债"将停止交易； 2．最后转股日：2026 年 2 月 12 日 相关风险，谨慎交易"北港转债" ； 4．风险提示： 根据安排，截至 2026 年 2 月 12 日收市后仍未转股的"北 港转债"将被强制赎回，特提醒"北港转债"持券人注意在限 期内转股。本次赎回完成后，"北港转债"将在深圳证券交易 所摘牌。"北港转债"持有人持有的"北港转债"存在被质押 或被冻结的，建议在停止交易日前解除质押或冻结，以免出现 因无法转股而被强制赎回的情形； 根据赎回安排，截至 2026 年 2 月 12 日收市后尚未实施转 股的"北港转债"将按 ...

北部湾港今年以来股价涨5.86%，近5个交易日涨0.00%，近20日涨2.16%，近60日涨10.46%。 来源：新浪证券-红岸工作室 2月4日，北部湾港盘中上涨2.06%，截至10:18，报9.93元/股，成交1.74亿元，换手率0.86%，总市值 239.41亿元。 资金流向方面，主力资金净流入486.12万元，特大单买入1801.91万元，占比10.35%，卖出537.97万元， 占比3.09%；大单买入2945.19万元，占比16.91%，卖出3723.01万元，占比21.38%。 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。 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。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问 ...

Core Viewpoint - The company has decided to exercise its right to redeem the "Beigang Convertible Bonds" early due to market conditions and internal considerations, with specific redemption dates and procedures outlined for bondholders [2][12]. Group 1: Redemption Details - The redemption conditions for the "Beigang Convertible Bonds" are set to be met on January 22, 2026, with the redemption price established at 101.13 yuan per bond, including interest and tax [1][13]. - The redemption registration date is February 12, 2026, and the actual redemption date is February 13, 2026 [1][16]. - The bonds will cease trading on February 10, 2026, and the conversion of bonds to shares will stop on February 13, 2026 [1][16]. Group 2: Bond Issuance and Trading - The company issued 30 million convertible bonds on June 29, 2021, with a total value of 3 billion yuan and a maturity period of six years [3]. - The bonds were listed on the Shenzhen Stock Exchange on July 23, 2021, under the name "Beigang Convertible Bonds" [4]. Group 3: Conversion Price Adjustments - The initial conversion price was set at 8.35 yuan per share, which has been adjusted multiple times due to profit distribution, with the latest adjustment bringing it to 7.31 yuan per share as of October 22, 2025 [5][6][9]. Group 4: Conditions for Redemption - The company can redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days or if the remaining balance of the bonds is less than 30 million yuan [10][12].

证券代码：000582 证券简称：北部湾港 公告编号：2026021 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于提前赎回"北港转债"的第八次提示性 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．可转债赎回条件满足日：2026 年 1 月 22 日； 2．可转债赎回登记日：2026 年 2 月 12 日； 3．可转债赎回日：2026 年 2 月 13 日； 4．可转债赎回价格：101.13 元/张（含息、含税）； 5．可转债赎回资金到账日（到达中国结算深圳分公司账 户）：2026 年 2 月 26 日； 6．投资者赎回款到账日：2026 年 3 月 2 日； 7．可转债停止交易日：2026 年 2 月 10 日； 8．可转债停止转股日：2026 年 2 月 13 日； 9．可转债赎回类别：全部赎回； 10．最后一个交易日可转债简称：Z 港转债； - 1 - 11．根据安排，截至 2026 年 2 月 12 日收市后仍未转股的 "北港转债"将被强制赎回，特提醒"北港转债"持券人注意 在限期内转股。本次赎回完成后， ...

Core Viewpoint - The article highlights the significant role of Beibu Gulf Port in the context of China's Belt and Road Initiative and its strategic importance as a logistics hub in the western region, particularly in relation to the Hainan Free Trade Port policy and the development of the new western land-sea trade corridor [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region and serves as a key port in the southwestern coastal port group planned by China [3]. - The company primarily engages in the loading, storage, and port services for containers and bulk cargo, with a revenue composition of 94.59% from loading and storage, 3.55% from tugboat services, and smaller percentages from other services [8]. Operational Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, representing a year-on-year increase of 10.81%, and accounted for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, marking a 14.26% year-on-year growth, which indicates the company's dominant position in the port's operations [3]. Strategic Initiatives - The company is focused on enhancing cooperation between Yangpu Port and Beibu Gulf Port, leveraging the Hainan Free Trade Port policy to promote mutual benefits [2]. - The company aims to expand its logistics services, including cold chain logistics, and has established multiple fruit shipping routes from Thailand, Vietnam, and Cambodia [3]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. - 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 past three years [8].

证券代码：000582 证券简称：北部湾港 公告编号：2026020 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于提前赎回"北港转债"的第七次提示性 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．可转债赎回条件满足日：2026 年 1 月 22 日； 2．可转债赎回登记日：2026 年 2 月 12 日； 3．可转债赎回日：2026 年 2 月 13 日； 4．可转债赎回价格：101.13 元/张（含息、含税）； 5．可转债赎回资金到账日（到达中国结算深圳分公司账 户）：2026 年 2 月 26 日； 6．投资者赎回款到账日：2026 年 3 月 2 日； 7．可转债停止交易日：2026 年 2 月 10 日； 8．可转债停止转股日：2026 年 2 月 13 日； 11．根据安排，截至 2026 年 2 月 12 日收市后仍未转股的 "北港转债"将被强制赎回，特提醒"北港转债"持券人注意 在限期内转股。本次赎回完成后，"北港转债"将在深圳证券 交易所摘牌。"北港转债"持有人持有的"北港转债"存在被 质押或被 ...

Core Viewpoint - North Bay Port's stock price has shown fluctuations, with a recent decline of 2.04% and a total market value of 23.097 billion yuan, indicating potential volatility in investor sentiment [1][2]. Group 1: Stock Performance - Year-to-date, North Bay Port's stock price has increased by 2.13%, with a decline of 1.74% over the last five trading days, a rise of 2.35% over the last 20 days, and an increase of 6.33% over the last 60 days [2]. - As of February 2, the stock price was reported at 9.58 yuan per share, with a trading volume of 2.44 billion yuan and a turnover rate of 1.23% [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%, while the net profit attributable to shareholders was 789 million yuan, showing a year-on-year decrease of 13.89% [2]. - The company's main business revenue composition includes 94.59% from loading and unloading services, 3.55% from tugboat services, 1.16% from cargo surveying, and minor contributions from other 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 top ten circulating shareholders include Southern CSI 500 ETF, holding 13.4935 million shares, a decrease of 296,400 shares, and Hong Kong Central Clearing Limited, holding 12.1743 million shares, an increase of 3.009 million shares [3]. Group 4: Dividend Information - North Bay Port 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].

Core Viewpoint - Beibu Gulf Port announced that the "Beigang Convertible Bonds" will be forcibly redeemed if not converted by the market close on February 12, 2026, and will be delisted from the Shenzhen Stock Exchange after the redemption [1]. Summary by Category - **Company Announcement** - Beibu Gulf Port issued a notice regarding the mandatory redemption of "Beigang Convertible Bonds" if they remain unconverted by the specified date [1]. - The company advises bondholders to pay attention to the conversion deadline to avoid forced redemption [1]. - **Investor Guidance** - Holders of "Beigang Convertible Bonds" that are pledged or frozen are recommended to解除质押或冻结 before the trading suspension date to prevent issues with conversion [1].