证券代码：000582 证券简称：北部湾港 公告编号：2025082 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 2022 年度向特定对象发行股票 部分限售股份解除限售上市流通的提示性公告 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.本次解除限售股份的上市流通日期为 2025 年 11 月 13 日 （星期四）； 二、本次申请解除股份限售股东履行承诺情况 一、本次解除限售股份的基本情况 经中国证监会《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， 北部湾港股份有限公司（以下简称公司）于 2024 年 4 月 16 日向 16 名特定对象发行了 505,617,977 股 A 股股票，发行价格为每股 人民币 7.12 元，新增股份已于 2024 年 5 月 13 日在深圳证券交 - 1 - 易所上市。 本次发行股份为有限售条件流通股，公司控股股东广西北部 湾国际港务集团有限公司（以下简称北部湾港集团）所认购的股 票限售期为新增股份上市之日起 18 个月，其 ...

关于北部湾港股份有限公司 向特定对象发行股票部分限售股份解除限售上市流通的核查意见 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）》等有关规定，对 北部湾港向特定对象发行股票部分限售股份解除限售上市流通情况进行了核查， 具体情况如下： 一、本次解除限售的股份取得的基本情况 经中国证监会《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，北部湾港股份有限公司于 2024 年 4 月 16 日向 16 名特定对象发行了 505,617,977 股 A 股股票，发行价格为每股 人民币 7.12 元，新增股份已于 2024 年 5 月 13 日在深圳证券交易所上市。 华泰联合证券有限责任公司 本次发行股份为有限售条件流通股，公司控股股东广西北部湾国际港务 ...

Core Insights - The North Bay Port has successfully welcomed the largest container ship in its history, the "COSCO Shipping Gemini," measuring 399.8 meters in length and capable of carrying 20,119 TEUs, marking a significant milestone for the port's operational capabilities [1] - The successful docking of two ultra-large container ships within a short timeframe indicates a breakthrough in the port's ability to handle large vessels regularly, enhancing its role as an international logistics hub for the western region [1] - The port has expanded its operational capacity, now capable of accommodating 200,000-ton container ships and 300,000-ton oil tankers, with six new open berths added this year [1] Operational Efficiency - The efficient handling of ultra-large vessels at Qinzhou Port is supported by a collaborative mechanism involving customs, maritime, terminal, and agency departments, implementing a "pre-declaration + direct loading upon arrival + priority inspection" customs clearance model [2] - A tailored regulatory approach for each ship, along with an "anchorage inspection" model, has significantly reduced the average waiting time for vessels by 2.66 hours [2] - The recent operations have tested the port's automated operational capabilities and inter-departmental collaboration, showcasing its comprehensive service strength [2]

Core Insights - The arrival of the 200,000-ton container ship "COSCO Shipping Gemini" at the Qinzhou Automated Container Terminal marks a significant milestone for the North Bay Port, being the largest and longest container ship to dock since its establishment [1][3] - The ship has a capacity of 20,119 TEUs and will operate with 13,000 TEUs at Qinzhou Port before heading to Rotterdam, Netherlands, integrating into the Asia-Europe trade route [1][3] Group 1 - The successful docking of "COSCO Shipping Gemini" and another large container ship, "COSCO Shipping Pacific," indicates a breakthrough in the North Bay Port's capability to handle ultra-large vessels regularly [3] - The Qinzhou Port area is enhancing its overall layout as a hub, channel, and network, with capabilities for 200,000-ton container ships and 300,000-ton oil tankers [3] Group 2 - In the first three quarters of this year, the foreign trade container supervision volume at Qinzhou Port reached 874,000 TEUs, reflecting a year-on-year increase of 28.4% [3] - The North Bay Port's shipping network has expanded to 91 routes, covering major ports in coastal China, Southeast Asia, and Northeast Asia, and extending to South Asia, Africa, and South America, facilitating easier export paths for goods from western China [3]

Core Viewpoint - A total of 34 companies will have their restricted shares unlocked between November 10 and 14, with a combined market value exceeding 24.7 billion yuan based on the latest closing prices [2] Group 1: Unlocking Market Value - The peak unlocking date is November 10, with the highest market values for unlocked shares being: Youyan Silicon (688432.SH) at 9.991 billion yuan, Xinnowei (300765.SZ) at 4.948 billion yuan, and Juxing Technology (920111.BJ) at 3.297 billion yuan [2] Group 2: Unlocking Share Volume - The top three companies by the number of unlocked shares are: Youyan Silicon with 740 million shares, Xinnowei with 158 million shares, and Beibu Gulf Port (000582.SZ) with 156 million shares [2]

Economic Data Release - The National Bureau of Statistics will release October economic data on November 14, including industrial added value, fixed asset investment, and retail sales [2] - Financial data for October, such as M2, new loans, and social financing, is also expected to be released next week [3] Industry Conferences - A series of industry conferences will take place in November, including the 2025 China Robot Industry Development Conference from November 10 to 12, and the 12th China (Suzhou) Battery New Energy Industry International Summit Forum from November 11 to 13 [4] - Other notable events include the 2025 World Power Battery Conference, the 2025 Fourth China Nuclear Energy High-Quality Development Conference, and the 2025 6G Development Conference [4] Fuel Price Adjustment - A new round of domestic fuel price adjustments will begin on November 10 at 24:00, with an expected increase of 130 yuan per ton for gasoline and diesel based on the average crude oil price of 62.52 USD per barrel [5] Stock Unlocking - Over 24.7 billion yuan worth of restricted shares will be unlocked next week, with a peak unlocking date on November 10 [6] - The top three companies by unlocking market value are Youyan Silicon (99.91 million yuan), Xin Nuowei (49.48 million yuan), and Juxing Technology (32.97 million yuan) [6] New Stock Opportunities - Two new stocks will be issued next week: Nant Technology on November 11 and Hai'an Group on November 14 [9]

Group 1 - Jinguang Electric won a bid for a State Grid procurement project with a total amount of 21.7976 million yuan, accounting for approximately 2.93% of the company's expected revenue for 2024 [1] - Shen Gong Co. plans to reduce its shareholding by up to 2%, equating to 340.61 million shares [2] - Guomai Culture received a government subsidy of 3.78 million yuan, representing 24.90% of its audited net profit for 2024 [2] Group 2 - Guomai Culture focuses on the development and provision of digital content operation platforms [3] - Shentong Technology's two directors plan to collectively reduce their shareholding by no more than 0.0473% [4] - Ruihua Tai intends to reduce its shareholding by up to 1%, amounting to 1.8 million shares [5] Group 3 - Guoji Automobile's wholly-owned subsidiary won a total contract project worth 809 million yuan [7] - Changcheng Technology's stock is expected to remain suspended due to potential changes in control [9] - Huabei Pharmaceutical's subsidiary received approval for a chemical raw material drug listing application [11] Group 4 - Fuyao Glass has changed its legal representative to Cao Hui [13] - Huaxi Biological plans to reduce its shareholding by up to 2%, totaling 9.6336 million shares [14] - Hopu Co. signed a procurement contract for a storage system worth 500 million yuan [15] Group 5 - ST Songfa's subsidiary plans to invest 458 million yuan in a mooring dock project [18] - Zhonghong Medical's subsidiary is expected to be selected for several centralized procurement projects [19] - Huakai Yibai's vice chairman plans to increase his shareholding by no less than 30 million yuan [20] Group 6 - Haichuang Pharmaceutical completed the first participant enrollment for a clinical trial of a drug for metabolic-associated fatty liver disease [21] - Dongfang Biological's subsidiary obtained medical device product registration certificates for multiple products [22] - Lepu Medical's rechargeable implantable deep brain stimulation system received NMPA registration approval [23] Group 7 - Changyuan Power's power generation in October decreased by 32.25% year-on-year [24] - Jinshi Yaya's diclofenac sodium sustained-release tablets passed the consistency evaluation for generic drugs [26] - Yutong Bus sold 3,040 buses in October, a decrease of 5.62% year-on-year [27] Group 8 - Far East Co. signed contracts worth 1.062 billion yuan in October [28] - Tianya Pharmaceutical's subsidiary passed the consistency evaluation for a drug [29] - Yuheng Pharmaceutical plans to resolve a debt dispute through a share transfer agreement [30] Group 9 - Hailanxin's subsidiary won a bid for a marine observation network project worth 1.097 billion yuan [31] - Huasheng Lithium plans to reduce its shareholding by up to 0.37% [33] - Maike Biological obtained product registration certificates for five new in vitro diagnostic products [34] Group 10 - Huayuan New Materials signed a strategic cooperation agreement with Taiblue New Energy [37] - Greebo's actual controller and some directors plan to collectively increase their shareholding by no less than 11.5 million yuan [39] - Yian Technology received a government subsidy of 1.1643 million yuan [41] Group 11 - Kangtai Biological's quadrivalent influenza virus vaccine has commenced Phase I clinical trials [43] - Spring Airlines received a commitment letter for a stock repurchase loan of up to 450 million yuan [45] - Foton Motor sold 8,006 new energy vehicles in October, a year-on-year increase of 98.83% [46] Group 12 - Greebo plans to transfer 100% equity of its subsidiary for 280 million yuan [48] - Siwei Liekong's director is under investigation [49] - Dingyang Technology launched a new generation of multi-channel microwave signal generator products [50] Group 13 - Jiangling Motors reported a year-on-year increase of 8.06% in vehicle sales for October [51] - Shengyi Technology plans to reduce its shareholding by up to 1.03% [52] - Dongshan Precision completed the acquisition of 100% equity of France's GMD Group for approximately 814 million yuan [53] Group 14 - Tianyang Technology plans to acquire 7.5% of Baoland's shares for 155 million yuan [54] - Alter plans to establish a joint venture company with a total investment of 672 million yuan [54] - Changchun High-tech's clinical trial application for a drug was approved [55] Group 15 - Beibu Gulf Port's cargo throughput in October increased by 22.73% year-on-year [56] - ST Zhangjiajie was ruled by the court to undergo reorganization [57] - Teda Co.'s subsidiary was selected as a supplier for an energy project in Indonesia [58]

Core Insights - The company reported a significant increase in port cargo throughput, with a year-on-year growth of 22.73% reaching 32.879 million tons by October 2025 [1] - Container throughput also saw a notable rise, increasing by 11.30% to 947,100 TEUs [1] Summary by Category Company Performance - The company's total cargo throughput reached 32.879 million tons, reflecting a robust growth rate of 22.73% compared to the previous year [1] - The container segment experienced a growth of 11.30%, with throughput amounting to 947,100 TEUs [1]

Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in regional logistics and trade, particularly in the context of the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3][8]. - The company operates under the strategic framework of enhancing international trade routes, particularly towards ASEAN countries, and is a key player in the national logistics network [3]. 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% increase year-on-year, indicating the company's dominant position in the port's operations [3]. Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to expand its logistics services and enhance cooperation with clients and partners [2][3]. - Beibu Gulf Port has developed specialized services for importing fruits, alcohol, and meat, and has established multiple shipping routes for Thai and Vietnamese fruits, along with comprehensive cold chain logistics services [3]. Financial Performance - For the period from January to September 2025, Beibu Gulf Port reported a revenue of 5.535 billion yuan, representing 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 a history of dividend distribution, with a total of 3.034 billion yuan paid out since its A-share listing, and 1.396 billion yuan in the last three years [8].

Core Insights - The launch of the "Liuzhou-Qinzhou-ASEAN" rail-sea intermodal train marks a significant operational phase for the Liuzhou Railway Port within the Western Land-Sea New Corridor [1] - The establishment of the "Beibu Gulf Port Liuzhou Inland Port" enhances the port's functionality and provides local enterprises with efficient one-stop export services [1] - The Beibu Gulf Port Group has developed a network of 16 inland dry ports, improving service capabilities in the Guangxi region [1] Company Developments - In the first ten months of this year, the rail-sea intermodal transport volume of auto parts from Liuzhou through Qinzhou Port has exceeded 8,400 TEUs [2] - SAIC-GM-Wuling aims to increase its export target from 10 billion RMB to 15 billion RMB annually, showcasing significant growth [2] - The company is implementing a new logistics model, including the "pre-loading railway station" project to alleviate transportation bottlenecks [2]