证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-077 招商局港口集团股份有限公司 关于非公开发行限售股份上市流通的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 二、本次限售股上市流通的有关承诺及承诺履行情况 本次申请解除限售股份的股东浙江海港集团承诺，其在非公开发行定价基准 日前六个月内未减持所持有发行人的股份，同时承诺其自本次发行结束之日（即 新增股份上市首日）起三十六个月内，不转让本次认购的发行人的股份。 1 本次非公开发行股票限售期已满，截至本公告披露日，本次申请上市的限售 股持有人浙江海港集团严格履行了上述承诺，不存在未履行承诺影响本次限售股 上市流通的情况，解除限售不会影响该股东履行作出的有关承诺；本次申请解除 限售的股东不存在非经营性占用本公司资金的情形，也不存在本公司向其提供违 规担保等损害本公司利益行为的情况。本次解除限售数量、上市流通时间符合 《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》等有关法律法规和规范性文件的要求。 特别提示： 1 ...

招商局港口集团股份有限公司非公开发行 A 股股票 核查意见 中国国际金融股份有限公司、招商证券股份有限公司 关于招商局港口集团股份有限公司非公开发行 A 股股票 限售股份解禁上市流通的核查意见 中国国际金融股份有限公司、招商证券股份有限公司（以下简称"保荐机构"） 作为招商局港口集团股份有限公司（以下简称"招商港口"或"公司"）2021 年 度非公开发行 A 股股票（以下简称"本次非公开发行"）的保荐机构，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》等有关法律、 法规和规范性文件的要求，对公司本次非公开发行限售股份解禁上市流通的事项 进行了核查，并发表如下核查意见： 一、本次限售股上市类型 （一）非公开发行核准情况 2022 年 8 月 1 日，公司收到中国证券监督管理委员会（以下简称"中国证 监会"）《关于核准招商局港口集团股份有限公司非公开发行股票的批复》（证监 许可〔2022〕1657 号）核准批文，核准公司本次非公开发行。 （二）非公开发行股份登记及上市情况 本次非公开发行新增股份已于 2022 年 9 月 29 日收到中国证券登记结算有限 责任公司深圳分公司出具的《股份登记申 ...

证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-076 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届时 本公司管理层将在线就本公司业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广 大投资者踊跃参与！ 特此公告。 招商局港口集团股份有限公司 董 事 会 2025 年 11 月 13 日 招商局港口集团股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，招商局港口集团股份有限公司（以下简 称"本公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市 公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投 资者网 ...

Core Points - The company, China Merchants Port Group Co., Ltd., has announced the issuance of its second phase of ultra-short-term financing bonds for 2025, with a total amount of 2 billion yuan [2] - The bonds will be publicly issued on November 12, 2025, with a maturity period of 267 days and a face value of 100 yuan per bond [2] - The funds raised from this issuance will be used to supplement the company's and its subsidiaries' working capital and to repay maturing debts [2] Regulatory Approval - The company received a registration notice from the China Interbank Market Dealers Association, which approved the registration of its debt financing instruments, valid for two years from the date of the notice [1] Underwriters - China Merchants Bank is the lead underwriter for this bond issuance, with China Construction Bank and Industrial and Commercial Bank of China serving as co-underwriters [2]

Core Insights - The shipping and port sector experienced a slight decline of 0.09% on November 11, with Hainan Airlines leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Stock Performance Summary - Hainan Technology (600751) saw an increase of 3.06% with a closing price of 5.05 and a trading volume of 2.71 million shares, totaling 1.393 billion yuan [1] - An Tong Holdings (600179) rose by 1.33% to 4.58, with a trading volume of 1.4718 million shares and a total transaction value of 687 million yuan [1] - China Ocean Shipping (601975) increased by 0.93% to 3.27, with a trading volume of 973,000 shares and a transaction value of 318 million yuan [1] - The biggest decline was seen in Haixia Co. (002320), which fell by 5.89% to 13.74, with a trading volume of 1.0327 million shares and a transaction value of 1.435 billion yuan [2] - Nanjing Port (002040) decreased by 2.32% to 10.97, with a trading volume of 218,700 shares and a transaction value of 241 million yuan [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 622 million yuan from main funds, while retail investors contributed a net inflow of 617 million yuan [2]

招商局港口集团股份有限公司（以下简称"本公司"）于 2023 年 12 月 29 日发布《关于债务融资工具获准注册的公告》（公告编号：2023-092），披露收 到中国银行间市场交易商协会签发的《接受注册通知书》（中市协注〔2023〕 DFI66 号）（下称"通知书"），中国银行间市场交易商协会同意接受本公司债 务融资工具注册，有效期为自通知书落款之日起 2 年。 证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-075 招商局港口集团股份有限公司 关于发行 2025 年度第二期超短期融资券的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司 2025 年度第二期超短期融资券将于 2025 年 11 月 12 日在全国银行间 债券市场公开发行，发行金额为 20 亿元，期限为 267 天，每张面值为 100 元， 招商银行股份有限公司为主承销商，中国建设银行股份有限公司、中国工商银行 股份有限公司为联席主承销商。本次发行所募集的款项将用于补充本公司及下属 子公司流动资金及偿还到期债务。本次超短期融资券发行的相关文件 ...

Core Viewpoint - The company, China Merchants Port, announced plans to issue 2 billion yuan in ultra-short-term financing bonds to enhance liquidity and repay maturing debts [1] Group 1: Financing Details - The company will publicly issue 2 billion yuan in ultra-short-term financing bonds on November 12, 2025 [1] - The bonds will have a maturity period of 267 days and a face value of 100 yuan per bond [1] - China Merchants Bank will act as the lead underwriter, with China Construction Bank and Industrial and Commercial Bank of China serving as joint underwriters [1] Group 2: Purpose of Fundraising - The funds raised from this bond issuance will be used to supplement the company's and its subsidiaries' working capital and to repay maturing debts [1]

Core Points - The company has successfully issued the first phase of medium-term notes for 2025, amounting to 2 billion yuan, with funds fully received by November 10, 2025 [1] - The company received a registration approval notice from the China Interbank Market Dealers Association, allowing for the issuance of debt financing tools with a validity period of 2 years from the date of the notice [1] Summary by Sections - **Debt Financing Tools**: The company announced the approval for the registration of debt financing tools, which is valid for 2 years [1] - **Issuance Details**: The first phase of medium-term notes for 2025 was issued on November 7, 2025, totaling 2 billion yuan, with full receipt of funds confirmed on November 10, 2025 [1] - **Documentation**: Relevant documents regarding the issuance can be found on the Shanghai Clearing House website and China Money website [1]

2025 年 11 月 7 日，本公司发行了 20 亿元的 2025 年度第一期中期票据， 2025 年 11 月 10 日资金已全额到账。现将发行结果公告如下： 1 中期票据名称 招商局港口集团股份 有限公司 2025 年度 第一期中期票据 中期票据简称 25 招商局港 MTN001 债券代码 102584687 债券期限 3 年 计息方式 到期还本，按年付息 发行日 2025 年 11 月 7 日 起息日期 2025 年 11 月 10 日 兑付日期 2028 年 11 月 10 日 实际发行总额 20 亿元 计划发行总额 20 亿元 招商局港口集团股份有限公司 2025 年度第一期中期票据发行结果 | 发行价格 | 100 | 元/百元面值 | 发行利率（%） | 1.76 | | --- | --- | --- | --- | --- | | 主承销商 | | | 中国建设银行股份有限公司 | | | 联席主承销商 | | | 中国工商银行股份有限公司、招商 | | | | | | 银行股份有限公司 | | 证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-074 ...

Investment Rating - The report maintains a "Recommendation" rating for the transportation industry [3] Core Insights - The transportation industry is experiencing a recovery, with various segments showing potential for growth, particularly in shipping, infrastructure, aviation, and express delivery [7][19][22][20] Shipping - The shipping sector is seeing mixed price movements, with the SCFI for the US East route down 17.2% and the Southeast Asia route up 6.4% [11] - The report highlights the importance of monitoring the price increases in container shipping and the potential recovery in oil tanker rates due to improved US-China trade relations [16][12] Infrastructure - Key metrics indicate a decline in truck traffic and railway cargo, while port throughput has increased significantly, suggesting a shift in market dynamics [17][18] - The report emphasizes the potential for dividend stocks in the infrastructure sector, particularly in ports, which are currently undervalued [19] Aviation - The aviation sector shows a positive trend with a 7.2% year-on-year increase in passenger volume, driven by improved demand and a low base effect [22] - The report suggests that the industry is poised for profitability in 2026, with a focus on valuation recovery and potential investment opportunities in major airlines [22] Express Delivery - The express delivery sector is benefiting from a reduction in price competition, with a notable increase in business volume and revenue [20] - The report indicates that the "anti-involution" policies are helping to stabilize prices and improve profitability in the sector [20] Logistics - The logistics segment is experiencing stable performance, with cross-border air freight prices showing a week-on-week increase [23] - The report notes the importance of monitoring the daily traffic at key ports and the implications for logistics operations [23]