Core Insights - The company reported a cargo throughput of 32.879 million tons for October 2025, representing a year-on-year increase of 22.73% [1] - The container throughput reached 947,100 TEUs, showing a growth of 11.30% compared to the previous year [1]

Group 1 - The core point of the article is that Beibu Gulf Port (000582.SZ) reported its cargo throughput data for October 2025, showing significant growth in both total cargo and container throughput [1] Group 2 - In October 2025, the total cargo throughput reached 32.879 million tons, representing a year-on-year increase of 22.73% [1] - The container throughput was 947,100 TEUs, which reflects a year-on-year growth of 11.30% [1]

Core Insights - The company reported a cargo throughput of 32.879 million tons in October 2025, representing a year-on-year increase of 22.73% [1] - Container throughput reached 947,100 TEUs in October 2025, showing a year-on-year growth of 11.30% [1] - Cumulative cargo throughput for 2025 reached 300 million tons, reflecting a year-on-year increase of 11.27% [1] - Cumulative container throughput for 2025 was 8.1952 million TEUs, with a year-on-year increase of 10.45% [1]

证券代码：000582 证券简称：北部湾港 公告编号：2025081 债券代码：127039 债券简称：北港转债 为使投资者能够及时地了解公司港口生产经营情况，现定期 公布公司港口吞吐量数据。 | 类别 | 单位 | 2025 | 年 月 10 | 2025 | 年累计 | | | --- | --- | --- | --- | --- | --- | --- | | | | 完成数 | 同比 增（减）幅 | 完成数 | 同比 增（减）幅 | | | 货物吞吐量 | 万吨 | 3287.90 | 22.73% | 29973.95 | | 11.27% | | 其中： 集装箱部分 | 万标准箱 | 94.71 | 11.30% | 819.52 | | 10.45% | 注：以上数据来自公司内部初步统计，与最终实际数据可能存在差异， 请投资者注意投资风险。 特此公告 2025 年 11 月 4 日 北部湾港股份有限公司 关于 2025 年 10 月港口吞吐量数据的自愿性 信息披露公告 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董事会 ...

Core Insights - The North Bay Port Group is undergoing a significant transformation, focusing on smart upgrades and service improvements during the 14th Five-Year Plan period, enhancing its role as an international gateway port [7][10] - The implementation of advanced technologies, including AI and big data, has led to a substantial increase in operational efficiency, with average vessel passage times reduced by over 20% [7][8] - The container throughput at North Bay Port has shown impressive growth, with a year-on-year increase of 10.34% in the first nine months of 2023, reaching 7.25 million TEUs [8][9] Group 1 - The North Bay Port has 91 productive berths, with 84 open to foreign trade, and a total cargo throughput capacity exceeding 450 million tons [8] - The port's container throughput capacity has surpassed 11.04 million TEUs, with plans to add 11 more open berths by 2025, marking a historical high [8][9] - The logistics network of the Western Land-Sea New Corridor now covers over 120 countries and regions, enhancing international trade connectivity [8][9] Group 2 - The North Bay Port's container throughput has increased from 240,000 TEUs in 2017 to 1.05 million TEUs in 2024, reflecting an annual growth rate of over 23.5% [9] - The foreign trade cargo throughput has risen from 9.92 million tons to 16.6 million tons, with an average annual growth rate exceeding 7.6% [9] - The implementation of a "pre-declaration + direct loading upon arrival + priority inspection" model has streamlined the sea-rail intermodal container transfer time from 3 hours to 1.5 hours [9]

Core Viewpoint - Beibu Gulf Port is enhancing its role as a key player in the construction of the Western Land-Sea New Corridor, focusing on building an international gateway port and a hub port, while improving integrated transport capabilities and contributing to regional economic development [1] Group 1: Financial Performance - In the first three quarters of 2025, Beibu Gulf Port achieved revenue of 5.535 billion yuan, a year-on-year increase of 12.92% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 725 million yuan, up 22.63% year-on-year [1] - The total cargo throughput reached 267 million tons, reflecting a growth of 10.01% year-on-year, while container throughput was 7.2481 million TEUs, increasing by 10.34% [1] Group 2: Infrastructure Development - During the 14th Five-Year Plan period, the company has constructed 18 new berths, including a 300,000-ton oil terminal and an automated container terminal [2] - Beibu Gulf Port currently manages 91 productive coastal berths with an annual cargo throughput capacity of 450 million tons, including a container throughput capacity of 11.04 million TEUs [2] - The proportion of deep-water berths over 100,000 tons has reached 36%, significantly higher than the national average [2] Group 3: Technological Advancements - The port has integrated advanced technologies such as AI, 5G, and autonomous driving to enhance operational efficiency [3] - Beibu Gulf Port established the world's first U-shaped yard loading and unloading process and the first automated container terminal for sea-rail intermodal transport in China [3] - The port's operational efficiency has improved by approximately 30% due to the implementation of a digital operation management platform [3] Group 4: Management and Sustainability - The company has been recognized as an advanced collective in the national transportation system and has received various accolades for its governance and operational excellence [4] - Beibu Gulf Port is committed to sustainable development, achieving 100% coverage of outdoor bulk cargo pile tarping and wastewater treatment [4] - The port has been designated as a three-star green port, marking a significant achievement in environmental sustainability [4] Group 5: Service Quality - Beibu Gulf Port has established 93 container shipping routes, enhancing its connectivity to major global ports [5] - The efficiency of bulk cargo vessel loading and unloading has improved by 32%, while container vessel time efficiency has increased by 25% from 2021 to 2024 [5] - Customer satisfaction has risen from 90.45% in 2021 to 93.44% in 2024, reflecting the port's commitment to service excellence [5]

Core Viewpoint - The relationship between Beibu Gulf Port and Yangpu Port is characterized by complementary positioning and deepening cooperation within the framework of the national Western Land-Sea New Corridor strategy, enhancing regional port competitiveness through collaboration [1] Group 1: Competition and Cooperation - Beibu Gulf Port and Yangpu Port belong to the Beibu Gulf port cluster, with Beibu Gulf Port serving as the international gateway and hub port, while Yangpu Port is positioned as an international hub port [1] - Currently, both ports operate 6 shipping routes with an annual cargo volume exceeding 70,000 TEUs, indicating a synergistic relationship in route complementarity and cargo sourcing [1] Group 2: Future Development Strategy - The company aims to strengthen its international hub functions by increasing shipping routes to ASEAN and major global ports, enhancing container throughput efficiency [1] - The company plans to advance the supporting projects for the Pinglu Canal, proactively planning routes post-navigation to build an integrated logistics service system, thereby leveraging the canal's potential to boost container business [1]

Core Viewpoint - The article discusses the recent performance and strategic importance of Beibu Gulf Port, highlighting its role in logistics and trade, particularly in relation to the Belt and Road Initiative and the Western Land-Sea New Corridor. 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] - The company operates under the broader context of national strategies aimed at enhancing trade routes to ASEAN and developing the southwestern coastal port cluster [3][8] 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% year-on-year growth, representing 100% of the port's total container throughput [3] - The company reported a revenue of 5.535 billion yuan for the first nine months of 2025, marking a 12.92% increase year-on-year, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8] Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to enhance cooperation with clients and partners to expand logistics services [2] - Beibu Gulf Port has established itself as a key logistics hub, facilitating the transformation of cargo handling methods and improving integration with regional industries [2][3] Market Position - The port is positioned as a critical gateway for international trade, particularly in the context of the Belt and Road Initiative, with increasing governmental support for logistics development [3] - The company has developed specialized services for various imports and exports, including fruit, alcohol, and meat, and offers comprehensive cold chain logistics services [3]

Group 1 - The core point of the article is that Beibu Gulf Port announced the convening of its 19th board meeting on October 27, 2025, to discuss the proposal for appointing a director to perform the duties of chairman and legal representative [1] - For the first half of 2025, Beibu Gulf Port's revenue composition is entirely from port loading and unloading services, accounting for 100% [1] - As of the report date, Beibu Gulf Port has a market capitalization of 21.5 billion yuan [2]

Core Viewpoint - The company plans to invest in the construction of a new port facility to enhance its operational capacity and efficiency in container handling [1] Investment Details - The total investment for the project is 941 million yuan [1] - The project involves the construction of five 5,000-ton automated container berths [1] - The total length of the coastline for the new berths will be 695 meters [1] - The designed water depth for the project is -7.8 meters [1] - The annual designed throughput capacity of the terminal is 650,000 standard containers [1]