2025 年 12 月 29 日，华泰联合证券保荐代表人和培训小组通过采取线下授 课以及发放课件的方式对公司董事、高级管理人员、中层以上管理人员及上市公 司控股股东等相关人员培训。本次培训重点介绍了合规开展证券交易和上市公司 规范运作的相关内容，从内幕交易、公司治理、募集资金使用与管理等多个方面， 结合相关法规和案例进行讲解。本次培训促使上述对象增强法制观念和诚信意识， 关注法规和政策变化，加强理解作为上市公司管理人员在合规交易及公司规范运 作等方面所应承担的责任和义务。 华泰联合证券有限责任公司 关于北部湾港股份有限公司 2025 年度持续督导培训情况的报告 深圳证券交易所： 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为北部湾港股份有限公司（以下简称"北部湾港"或"公司"）2022 年度向特定 对象发行股票并在主板上市的保荐人，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所股票上市规则（2025 年修订）》《深圳证券交易所上市公司自 律监管指引第 1 号——主板上市公司规范运作（2025 年修订）》《深圳证券交易 所上市公司自律监管指引第 13 号——保荐业务（2025 年 ...

Core Insights - The successful loading of the 10 millionth container onto the "New Fangcheng" vessel marks a significant milestone for the container throughput at Beibu Gulf Port, achieving the "ten million box level" [1] - The launch of the 100th container shipping route to Cambodia's Kampot and the departure of the 10,218th sea-rail intermodal train signify major progress in the construction of the Beibu Gulf International Gateway Port and the international hub seaport [1] Industry Development - The implementation of the "Western Land-Sea New Corridor Overall Plan" over the past six years has accelerated the formation of three main channels for the western region to export goods via Beibu Gulf Port [1] - The number of container shipping routes from 42 in 2017 has increased to 100, connecting to over 200 ports in more than 100 countries and regions [1] - The annual operation volume of sea-rail intermodal trains has exceeded 10,000, with the import and export trade volume of the provinces along the route increasing from 344.8 billion yuan in 2019 to 676.9 billion yuan in 2024 [1] - The cargo and container throughput remains among the top ten in the country, enhancing the radiating and driving effect of the corridor [1]

Core Viewpoint - North Bay Port's stock price has shown fluctuations with a recent decline of 2.06%, while the company has experienced a year-to-date increase of 1.49% in stock price, indicating mixed market sentiment [1][2]. Financial Performance - For the period from January to September 2025, North Bay Port achieved a revenue of 5.535 billion yuan, representing a year-on-year growth of 12.92%. However, the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [2]. - Cumulative cash distributions since the company's A-share listing amount to 3.034 billion yuan, with 1.396 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for North Bay Port reached 59,400, an increase of 42.47% compared to the previous period. The average circulating shares per person decreased by 29.81% to 31,217 shares [2]. - The top ten circulating shareholders include Southern CSI 500 ETF, holding 13.4935 million shares, which decreased by 296,400 shares from the previous period, and Hong Kong Central Clearing Limited, holding 12.1743 million shares, which increased by 3.009 million shares [3]. Market Activity - The stock price of North Bay Port is currently at 9.52 yuan per share, with a trading volume of 94.8318 million yuan and a turnover rate of 0.49%. The total market capitalization stands at 22.559 billion yuan [1]. - In terms of capital flow, there was a net outflow of 12.9528 million yuan from main funds, with large orders showing a buy of 15.7879 million yuan and a sell of 24.2948 million yuan [1]. Business Overview - North Bay Port, established on August 7, 1996, and listed on November 2, 1995, is located in Nanning, Guangxi Zhuang Autonomous Region. The company primarily engages in port loading and unloading, tugboat and port management, logistics agency, and cargo surveying services [2]. - The revenue composition of the company includes 94.59% from loading and unloading services, 3.55% from tugboat services, 1.16% from surveying services, 0.65% from other services, and 0.06% from agency services [2]. Industry Classification - North Bay Port is classified under the transportation industry, specifically in the shipping and port sector. It is associated with several concept sectors, including unified market, RCEP concept, western development, state-owned enterprise reform, and margin financing [2].

Group 1 - The construction of the Western Land-Sea New Corridor is accelerating, with the Pinglu Canal expected to be completed this year, providing a convenient passage from the southwest region to ASEAN, significantly reducing logistics costs [1] - The Nanning Quzhou Chamber of Commerce aims to leverage member enterprises' advantages in funding, logistics, and digital economy to participate deeply in the construction of the Western Land-Sea New Corridor and achieve win-win outcomes in the development of the Beibu Gulf International Gateway Port [1][2] - Representatives from various enterprises, including Zhejiang merchants, highlighted their strengths in sectors such as specialty paper manufacturing, new energy materials, digital economy, finance, trade services, and real estate, and expressed intentions to increase investment in Guangxi [2] Group 2 - The Beibu Gulf International Port Group, a large state-owned enterprise under the Guangxi Zhuang Autonomous Region government, operates major public terminal investments and has expanded its business to ASEAN countries like Malaysia, Brunei, and Vietnam [5] - The Vice President of the Beibu Gulf International Port Group welcomed the Nanning Quzhou Chamber of Commerce delegation and emphasized the importance of strengthening communication and collaboration for mutual development [5][8] - The Chamber of Commerce is encouraged to act as a bridge to attract more capable Zhejiang and Quzhou merchants to participate in the construction of the Western Land-Sea New Corridor and to explore the ASEAN market together [8]

资料显示，北部湾港股份有限公司位于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15- 19层，成立日期1996年8月7日，上市日期1995年11月2日，公司主营业务涉及港口装卸堆存业务、拖轮 及港务管理、物流代理业务和理货业务。主营业务收入构成为：装卸堆存收入94.59%，拖轮业务收入 3.55%，理货业务收入1.16%，其他(补充)0.65%，代理业务收入0.06%。 北部湾港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：统一大市场、RCEP概念、 西部开发、国资改革、融资融券等。 截至9月30日，北部湾港股东户数5.94万，较上期增加42.47%；人均流通股31217股，较上期减少 29.81%。2025年1月-9月，北部湾港实现营业收入55.35亿元，同比增长12.92%；归母净利润7.89亿元， 同比减少13.89%。 来源：新浪证券-红岸工作室 1月7日，北部湾港盘中上涨2.12%，截至11:24，报9.64元/股，成交2.93亿元，换手率1.54%，总市值 228.44亿元。 资金流向方面，主力资金净流出407.11万元，特大单买入1428.60万元，占比4.87%，卖出 ...

Core Insights - The "Beibu Gulf International Gateway Port Development Index" indicates a significant growth in the Beibu Gulf International Gateway Port, with the comprehensive index projected to reach 328.20 points by the end of 2024, up from a baseline of 100 points in 2019, reflecting a leap in development [1] Group 1: New Hub for Land-Sea Linkage - The port's cargo throughput increased from 256 million tons in 2019 to 449 million tons in 2024, a growth of 75.6% [1] - Container throughput rose from 3.82 million TEUs to 9.02 million TEUs, marking a 136% increase [1] - The number of productive berths at the port grew from 268 to 306 [1] - Container handling at the Qinzhou Railway Container Center surged from 139,000 TEUs in 2019 to 739,000 TEUs in 2024, with an average annual growth rate of 39.68% [1] - Average ship turnaround efficiency for container vessels improved by 6.7% since 2019 [1] Group 2: New Portal for Channel Development - The number of container shipping routes expanded from 46 to 80, a cumulative increase of 73.9% [2] - The number of foreign trade container routes increased from 16 to 36 [2] - Container transport volume surged from 180,000 TEUs to 476,000 TEUs, a growth of 164% [2] - The coverage of new channel trains expanded from 7 provinces and 16 cities to 18 provinces and 70 cities, reducing the time for goods to reach the sea by 3 to 5 days and lowering logistics costs by over 15% [2] Group 3: New High Ground for Economic and Trade Cooperation - The GDP of cities around Beibu Gulf Port (Qinzhou, Beihai, and Fangchenggang) increased from 335.83 billion yuan in 2019 to 493.455 billion yuan in 2024, a growth of 46.9% over six years, with an average annual compound growth rate of nearly 8% [2] - The number of industrial clusters with over 10 billion yuan in output reached 15 [2] - The import and export trade volume through Guangxi's ports rose from 344.7 billion yuan to 676.9 billion yuan, a growth of 96.3% over six years, indicating a continuous expansion of trade scale [2]

| 股票代码：000582 | | | | 股票简称：北部湾港 | | | | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127039 | | | | 债券简称：北港转债 | | | | 转股价格：人民币 | 7.31 | 元/股 | | | | | | 转股时间：2022 年 | 1 月 | 5 | 日至 | 2027 年 6 28 | 月 | 日 | 证券代码：000582 证券简称：北部湾港 公告编号：2026001 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 2025 年第四季度可转换公司债券转股情况 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： 根据《深圳证券交易所股票上市规则》《深圳证券交易所上 市公司自律监管指引第 15 号——可转换公司债券》及相关法律 法规的有关规定，北部湾港股份有限公司（以下简称公司）现将 2025 年第四季度"北港转债"转股情况公告如下： 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 ...

Core Viewpoint - The North Bay Port is experiencing significant growth in container throughput, with projections to exceed 10 million TEUs by 2025, reflecting the increasing efficiency and connectivity of the new logistics corridor [1][6]. Group 1: Container Throughput and Infrastructure - The North Bay Port has achieved a milestone of handling its 10 millionth container this year, with a total of 100 container shipping routes currently operational [3][6]. - Container throughput has surged from 2.28 million TEUs in 2017 to over 10 million TEUs, representing an annual growth rate exceeding 20% [6]. Group 2: Economic Impact and Trade Facilitation - The new logistics corridor has facilitated the export of over 1,300 types of goods to 18 provinces, enhancing trade connections with Central Asia and Europe [3][4]. - Long-term partnerships have been established, such as Longan Automobile utilizing the new corridor to reduce transportation costs by nearly 10% when exporting vehicles to the UAE [3][4]. Group 3: Industry Development and Efficiency - Companies like Tyre New Materials and COFCO Oils are leveraging the port's capabilities to enhance operational efficiency, with COFCO reporting a 43% improvement in overall efficiency [4]. - The port's infrastructure improvements are attracting foreign investments and increasing the speed and reliability of goods transportation, particularly for perishable items like durians from Southeast Asia [4][6]. Group 4: Future Developments - Ongoing construction at the port aims to expand its capacity to accommodate 200,000-ton container vessels, with significant progress on related inland canal projects expected to be completed by 2026 [6].

Core Insights - Guangxi Beibu Gulf Port has successfully entered the "ten million TEU" category, marking a significant milestone in its development as a major port in western China, enhancing its connectivity to ASEAN markets [2][4][6] Group 1: Port Development and Capacity - The port achieved its 10 millionth container lift on December 30, 2023, and launched its 100th container shipping route to Cambodia, indicating robust growth in shipping activities [2] - The annual container throughput at Beibu Gulf Port has increased from 2.28 million TEUs to over 10 million TEUs, with an average annual growth rate exceeding 20% [2][6] - The Western Land-Sea New Corridor's rail-sea intermodal trains are projected to grow from 178 trains in 2017 to over 10,000 by 2025, covering 18 provinces and 163 stations [2] Group 2: Economic and Trade Impacts - The port's strategic location and efficient logistics have enhanced the export capabilities of local enterprises, particularly in high-value products aimed at ASEAN markets [4] - The establishment of cold chain facilities at Qinzhou Port has facilitated faster transportation of fresh produce from ASEAN countries to China, significantly improving freshness and delivery times [4][6] - Companies like COFCO Oils (Qinzhou) have reported a 43% increase in overall efficiency by adopting new logistics models, further solidifying Qinzhou as a key oil and fat industry hub for ASEAN [6] Group 3: Industry Collaboration and Future Prospects - The successful operation of the Western Land-Sea New Corridor is fostering deeper economic cooperation between China and ASEAN, providing a continuous impetus for trade and investment [6] - The establishment of joint ventures, such as Thai New Materials (Qinzhou) Co., highlights the growing interest of foreign companies in leveraging the port's advantages for international market access [6]

Core Insights - Guangxi Beibu Gulf Port has officially entered the ranks of major ports by handling its 10 millionth TEU (Twenty-foot Equivalent Unit) on December 30, marking a significant milestone in its operational capacity [2][4] - The port's container throughput reached 9.1 million TEUs from January to November this year, reflecting a year-on-year growth rate of 10.8%, positioning it among the top ten ports in China [2] Group 1 - The launch of the 100th container shipping route, the Cambodia Kampot route, signifies the expansion of Beibu Gulf Port's connectivity and operational capabilities [2] - The Western Land-Sea New Corridor, which connects the Silk Road Economic Belt and the 21st Century Maritime Silk Road, enhances the strategic importance of Beibu Gulf Port in China's regional development [2] - The port serves as the closest maritime outlet for China's western region to ASEAN, reinforcing its role as a key hub in the Western Land-Sea New Corridor [2] Group 2 - Since the release of the "Overall Plan for the Western Land-Sea New Corridor" in 2019, the export and import trade volume of provinces along the route has increased from 344.8 billion yuan to an expected 676.9 billion yuan by 2024 [4] - The iron-sea intermodal service network of the Western Land-Sea New Corridor now covers 18 provinces, 75 cities, and 163 stations, further enhancing the corridor's influence [4] - The Guangxi Zhuang Autonomous Region aims to deepen cooperation with ASEAN countries and develop a comprehensive service industry integrating shipping, customs, logistics, trade, and finance by 2035 [4]