Beibu Gulf Port (SZ:000582) Xin Lang Cai Jing·2026-01-08 01:51Core 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].