证券日报网讯12月24日，北部湾港（000582）发布公告称，公司将于2025年12月29日15：30召开2025年 第三次临时股东会。 ...

证券代码：000582 证券简称：北部湾港 公告编号：2025093 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于召开2025年第三次临时股东会的 提示性公告 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： - 1 - （1）现场会议时间：2025年12月29日（星期一）15:30 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。 本公司已于2025年12月13日在《中国证券报》《证券时 报》及巨潮资讯网站（www.cninfo.com.cn）上刊登了《关于召 开2025年第三次临时股东会的通知》，现将本次股东会内容再 次公告如下： 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）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， ...

12月24日，北部湾港涨2.09%，成交额4.71亿元，换手率2.40%，总市值231.04亿元。 异动分析 航运概念+统一大市场+天然气+一带一路+冷链物流 来源：新浪证券-红岸工作室 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额9186.43万，占总成交额的2.8%。 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 ...

Core Viewpoint - North Bay Port's stock has shown significant growth this year, with a 25.90% increase, and recent trading activity indicates strong investor interest and liquidity [2][3]. Group 1: Stock Performance - As of December 24, North Bay Port's stock price is 9.76 CNY per share, with a market capitalization of 23.128 billion CNY [1]. - The stock has increased by 9.91% over the last five trading days, 11.67% over the last 20 days, and 15.11% over the last 60 days [2]. - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) twice this year, with the most recent instance on April 15, where it recorded a net buy of -72.5592 million CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, North Bay Port reported a revenue of 5.535 billion CNY, reflecting a year-on-year growth of 12.92% [3]. - The net profit attributable to shareholders for the same period was 789 million CNY, which represents a year-on-year decrease of 13.89% [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for North Bay Port is 59,400, an increase of 42.47% from the previous period [3]. - The average number of circulating shares per shareholder is 31,217, which has decreased by 29.81% compared to the previous period [3]. - Cumulatively, North Bay Port has distributed 3.034 billion CNY in dividends since its A-share listing, with 1.396 billion CNY distributed over the last three years [4].

Group 1 - The port and shipping stocks in Hong Kong and A-shares experienced a significant increase, with China COSCO Shipping Holdings (1919.HK) rising over 7% and Pacific Shipping increasing over 4% [1][2] - In A-shares, Beibu Gulf Port rose over 6%, Xiamen Port increased over 5%, and companies like Qinhuangdao Port and Rizhao Port also saw gains [1][2] Group 2 - Xiamen Port is set to merge with the provincial port group, with the actual controller changing to the Fujian Provincial State-owned Assets Supervision and Administration Commission [2] - Pacific Shipping received an increase in shareholding from M&G Plc, which raised its stake from 4.97% to 5.05% after acquiring 3.557 million shares on August 7 [2] - The Baltic Dry Index rose by 1.1% last Friday (14th), marking its 13th consecutive day of increase, reaching 1595 points, the highest since July 20, driven by increased demand for various types of vessels [2] - The Capesize vessel rate index increased by 0.8% to 2402 points, while the Panamax vessel rate index rose by 1.5% to 1824 points, reaching the highest level since October 18 of the previous year [2]

Core Viewpoint - The Shenzhen State-Owned Enterprises Shareholder Return Index (470064) closed at 2239.32 points, with a slight increase of 0.05% on December 22, 2023, indicating a stable market performance despite mixed results among constituent stocks [1]. Group 1: Index Performance - The index recorded a total transaction volume of 25.18 billion yuan, with a turnover rate of 1.05% [1]. - Among the constituent stocks, 26 companies saw an increase in their share prices, while 21 experienced declines [1]. - Beibu Gulf Port led the gainers with a rise of 4.39%, while XCMG Machinery had the largest decline at 2.67% [1]. Group 2: Top Constituents - The top ten constituent stocks of the index include: - BOE Technology Group (9.18% weight) at 4.04 yuan, down 1.22% with a market cap of 151.52 billion yuan [1]. - Wuliangye Yibin (7.93% weight) at 110.33 yuan, down 0.18% with a market cap of 428.26 billion yuan [1]. - Hikvision (7.56% weight) at 29.15 yuan, down 0.14% with a market cap of 267.16 billion yuan [1]. - XCMG Machinery (5.79% weight) at 10.92 yuan, down 2.67% with a market cap of 128.34 billion yuan [1]. Group 3: Capital Flow - The net outflow of main funds from the constituent stocks totaled 721 million yuan, while retail investors contributed a net inflow of 477 million yuan [3]. - Notable capital movements included: - Shanjin International with a net inflow of 34.1 million yuan from main funds [3]. - Chang'an Automobile experienced a net outflow of 106 million yuan from retail investors [3]. Group 4: Index Adjustments - Recent adjustments to the index included the addition of 10 new stocks and the removal of 10 others, effective December 15, 2025 [4]. - New additions include: - Zhongmi Holdings (73.49 billion yuan market cap) in the machinery sector [4]. - Runbang Shares (58.06 billion yuan market cap) also in machinery [4]. - Stocks removed from the index include: - Xinmei Shares (997.27 billion yuan market cap) in the food and beverage sector [4].

每经AI快讯，12月22日，航运港口板块短线走高，海峡股份涨停，兴通股份、海航科技、宁波海运、 招商轮船、北部湾港等个股跟涨。 （文章来源：每日经济新闻） ...

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]

Group 1 - The development environment in China is facing profound and complex changes, necessitating an approach that promotes reform and development through openness [1] - The construction of free trade pilot zones is advancing to a higher level, with a focus on exploration in broader fields and deeper levels [1] Group 2 - The Guangxi Free Trade Pilot Zone features the Beibu Gulf Port's automated sea-rail intermodal terminal operating around the clock, with container shipping routes reaching 571 ports in 127 countries and regions globally [1] - The Shaanxi Free Trade Pilot Zone is home to the China Western Science and Technology Innovation Port, which has gathered 749 research institutions, serving as a link for innovation resources [1]

Group 1 - The core viewpoint of the articles highlights the robust growth in China's cargo throughput and the expansion of foreign trade routes, contributing to high-quality development in foreign trade [1][2] - In the first 11 months of the year, China's cargo throughput reached 16.75 billion tons, marking a year-on-year increase of 4.4%, while container throughput reached 32 million TEUs, up by 6.6% [1] - The foreign trade container throughput saw a significant year-on-year growth of 9.5%, indicating a shift towards higher value-added products such as precision instruments and electric vehicles [1] Group 2 - The North Bay Port has achieved a 19.5% year-on-year increase in foreign trade through intermodal transport, completing 146,000 TEUs in the same period [1] - The number of foreign trade routes from North Bay Port has increased to 59, with 10 new routes added compared to the entire year of 2024, enhancing its operational reach [1] - The Ministry of Transport plans to develop "billion-ton" and "ten-million TEU" digital and green port areas to optimize international shipping routes and support the quality improvement of foreign trade [2]