证券之星消息，12月22日，深证国企股东回报R（470064）指数报收于2239.32点，涨0.05%，成交251.8 亿元，换手率1.05%。当日该指数成份股中，上涨的有26家，北部湾港以4.39%的涨幅领涨，下跌的有21 家，徐工机械以2.67%的跌幅领跌。 深证国企股东回报R（470064）指数十大成份股详情如下： | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz000725 | 京东方A | 9.18% | 4.04 | -1.22% | | 1511.52 | 电子 | | sz000858 | 五粮液 | 7.93% | 110.33 | -0.18% | | 4282.58 | 食品饮料 | | sz002415 | 海康威视 | 7.56% | 29.15 | -0.14% | ﮯ | 2671.56 | 计算机 | | sz000568 | 泸州老窖 | 6.91% | 121.33 | -0.62% | | 1785.91 | ...

Core Points - Beihai Port has officially entered the "billion-ton port" era following the successful completion of the second phase of the North Muxing Area project, which includes two 10,000-ton multi-purpose berths and one 50,000-ton general berth, increasing the annual throughput capacity by 6.23 million tons [1][2] - The total number of berths at Beihai Port has reached 82, with an annual throughput capacity exceeding 100 million tons, marking a significant historical milestone [1] - Beihai has historically been an important trading port and is actively integrating into the "Belt and Road" initiative and the new western land-sea corridor, focusing on developing a maritime economy [1] Industry Development - The city is promoting the development of port-related industries, aiming to establish itself as a "global largest production base" in various sectors, including silicon-based materials and high-end paper production, with the latter achieving an annual output value exceeding 20 billion yuan [1] - The construction of the Jiangtian Green Materials Industrial Park is expected to fill a gap in the production of copper-clad laminates in Guangxi [1] - Beihai Port aims to enhance its capabilities and expand its service efficiency, playing a crucial role in regional economic development and as an international hub port [2]

据悉，项目投产后将有助加快推动石步岭港区转型升级、完善现代化港航服务体系，进一步增强北部湾 国际门户港竞争力、更好服务高水平开放。 下一步，北部湾港北海港区将确保项目后续安全、稳定、合规运营，助力腹地企业降低物流成本，促进 区域经贸往来、带动产业集聚。(完)【编辑:张令旗】 图为航拍铁山港南7号至南10号泊位。北港融媒体中心供图 北海港铁山港西港区北暮作业区南7号至南10号泊位工程(以下简称"南7号至南10号泊位")是《西部陆海 新通道北部湾国际门户港基础设施提升三年行动计划(2023—2025年)》的重点项目之一，共建设3个1万 吨级多用途泊位和1个5万吨级通用泊位，岸线总长度746米，设计年通过能力803万吨。 中新网南宁12月18日电(吴龙 张哲 罗绮媚)广西北部湾国际港务集团18日介绍，北海港铁山港西港区北 暮作业区南7号至南10号泊位工程(二期)日前通过竣工验收，标志着北部湾港又有3个万吨级泊位即将投 产运营，新增货物年通过能力623万吨，助力北海港区进一步拓宽向海通道、优化港口功能布局、增强 枢纽能级。 ...

Group 1 - The Beihai Port has officially entered the "billion-ton port" era with the successful completion of the second phase of the N7 to N10 berth project, marking a significant milestone in the port's development during the 14th Five-Year Plan period [1] - The second phase includes two 10,000-ton multi-purpose berths and one 50,000-ton general berth, adding an annual throughput capacity of 6.23 million tons, bringing the total number of berths to 82 and annual throughput capacity to over 100 million tons [1] - Beihai has historically been an important trading port and is actively integrating into the "Belt and Road" initiative and the new western land-sea corridor, significantly enhancing its port capabilities [1] Group 2 - Beihai City is focusing on developing port-related industries, forming eight major industrial clusters including electronic information, green chemicals, and high-end paper, aiming to become a global production base [2] - The silicon-based materials industry has rapidly developed, with photovoltaic glass production ranking among the top in the country, while the high-end paper cluster has achieved an annual output value exceeding 20 billion yuan [2] - The port's integration with industries is becoming a key driver for high-quality development, with plans to accelerate the implementation of the "Beibu Gulf Port Overall Plan (2035)" to enhance port capabilities and expand service efficiency [2]

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, focusing on port operations and services, with significant growth in cargo and container throughput in 2023, driven by strategic initiatives and government support for the Belt and Road Initiative [2][3]. Group 1: Company Operations - The main business activities of the company include container and bulk cargo handling, storage, and port services, with a focus on enhancing logistics capabilities in the western region of China [2]. - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, playing a crucial role in the national strategy to connect with ASEAN and support the development of the new western land-sea corridor [3]. - The company has established various import and export qualifications, providing specialized services for products like fruits, alcohol, and meat, and has opened multiple fruit shipping routes from Southeast Asia [3]. Group 2: Financial Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, and a container throughput of 802.20 million TEUs, up 14.26%, indicating its significant market position [3]. - For the period from January to September 2025, the company reported an operating income of 5.535 billion yuan, a year-on-year increase of 12.92%, while net profit attributable to shareholders decreased by 13.89% to 789 million yuan [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 in the last three years [8]. Group 3: Market Dynamics - The stock price of Beibu Gulf Port increased by 0.90% on December 18, with a trading volume of 151 million yuan and a turnover rate of 0.84%, reflecting active market interest [1]. - The company has experienced a net outflow of 9.808 million yuan from major investors, indicating a reduction in institutional holdings over recent days [4][5]. - The average trading cost of the stock is 8.69 yuan, with the current price approaching a resistance level of 9.01 yuan, suggesting potential volatility in the near term [6].

Group 1 - The core viewpoint of the news is that Beibu Gulf Port's stock performance and financial metrics indicate a mixed outlook, with a slight decline in stock price and varying trends in financing activities [1][2][3] Group 2 - On December 16, Beibu Gulf Port's stock fell by 1.12%, with a trading volume of 132 million yuan. The financing buy-in amounted to 11.52 million yuan, while the financing repayment was 10.60 million yuan, resulting in a net financing buy of 0.93 million yuan [1] - As of December 16, the total margin financing and securities lending balance for Beibu Gulf Port was 265 million yuan, with a financing balance of 263 million yuan, representing 1.48% of the circulating market value, which is below the 30th percentile level over the past year [1] - On the same day, the securities lending activities included a repayment of 1,000 shares and a sale of 47,900 shares, with the selling amount calculated at 424,000 yuan. The securities lending balance was 2.15 million yuan, exceeding the 60th percentile level over the past year [1] - As of September 30, the number of shareholders for Beibu Gulf Port was 59,400, an increase of 42.47%, while the average circulating shares per person decreased by 29.81% [2] - For the period from January to September 2025, Beibu Gulf Port reported operating revenue of 5.54 billion yuan, a year-on-year increase of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [2] - The company has distributed a total of 3.034 billion yuan in dividends since its A-share listing, with 1.396 billion yuan distributed in the last three years [3] - Among the top ten circulating shareholders as of September 30, 2025, the Southern CSI 500 ETF held 13.49 million shares, a decrease of 296,400 shares, while Hong Kong Central Clearing Limited increased its holdings by 3.009 million shares to 12.17 million shares [3]

来源：新浪证券-红岸工作室 航运概念+统一大市场+天然气+一带一路+冷链物流 1、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 2、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作伙伴，持续扩大陆海双向开放，在港口建设运营、货源开拓及物流供应链服务上深化更多领 域、更深层次务实合作。 3、公司持股49%的子公司国家管网集团广西防城港天然气有限责任公司，主营液化天然气存储、销 售，注册资本27000万元。 4、根据2023年年报，公司是广西北部湾地区国有公共码头唯一运营商，运营的北部湾港是我国计划打 造的五大沿海港口群之西南沿海港口群的主力港口，市场腹地主要为广西、云南、四川、贵州、重庆等 地区，承载着国家构建面向东盟的国际大通道、打造西南中南地区开放发展 ...

北部湾港股份有限公司 关于召开2025年第三次临时股东会的通知 证券代码：000582 证券简称：北部湾港 公告编号：2025092 债券代码：127039 债券简称：北港转债 （1）现场会议时间：2025年12月29日（星期一）15:30 （2）网络投票时间：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12月29日（星期一）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12月29日（星期一）9:15至15:00的任 - 1 - 意时间。 5、会议召开方式：现场表决与网络投票相结合。 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、召开会议的基本情况 1、股东会届次：2025年第三次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》 《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1号——主板上市公司规范运作》等法律、行政 法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： 6 ...

公司股东： 北部湾港股份有限公司 2025 年第三次临时股东会议案材料 根据公司《财务预算管理办法》《投资管理制度》等相关内 控管理规定的要求，为加强公司预算管理，结合 2025 年度投资 计划的完成情况和 2026 年度的公司发展、运营的需求，拟订《北 部湾港股份有限公司 2026 年度投资计划》的编制工作，具体情 况如下： 一、2025 年投资计划完成情况 经公司第十届董事会第十一次会议、公司 2024 年第三次临 时股东大会审议通过，2025 年度公司计划投资额为 74.59 亿元。 经公司总经理办公会2025年第8 次会议审议通过年中计划调整， 2025 年度公司计划投资额由 74.59 亿元调整为 72.58 亿元。 本次股东会审议议案为 2025 年 12 月 8 日召开的第十届董事 会第二十次会议、2025 年 12 月 12 日召开的第十届董事会第二 十一次会议审议通过的，需提交股东会审议的议案。 目 录 | 议案 | 1：《关于审议 2026 年度投资计划的议案》 - | 2 | - | | --- | --- | --- | --- | | 议案 | 2：《关于审议 年度债务性融资计划的议 ...

一、董事会会议召开情况 北部湾港股份有限公司（以下简称公司）第十届董事会第二 十一次会议于 2025 年 12 月 12 日（星期五）09:00 在南宁市良庆 区体强路 12 号北部湾航运中心 B 座 15 楼 1526 会议室以现场结 合通讯的方式召开。本次会议通知及有关材料已于 2025 年 12 月 9 日通过电子邮件的方式送达各位董事和高级管理人员。本次会 议应出席董事 7 人，实际出席董事 7 人，其中董事胡文晟以通讯 方式出席会议并表决。会议由董事、总经理莫怒主持，公司高级 管理人员列席了会议。本次会议的召集、召开符合法律法规、规 范性文件及《公司章程》的规定，合法有效。 二、董事会会议审议通过以下议案 证券代码：000582 证券简称：北部湾港 公告编号：2025091 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 第十届董事会第二十一次会议决议公告 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）《关于审议补选第十届董事会非独立董事的议案》 结合公司实际情况，经公司董事会提名委员会对非独立董事 候选人的任职资格进行审查 ...