证券代码：000582 证券简称：北部湾港 公告编号：2025082 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 2022 年度向特定对象发行股票 部分限售股份解除限售上市流通的提示性公告 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。 特别提示： 1.本次解除限售股份的上市流通日期为 2025 年 11 月 13 日 （星期四）； 二、本次申请解除股份限售股东履行承诺情况 一、本次解除限售股份的基本情况 经中国证监会《关于同意北部湾港股份有限公司向特定对象 发行股票注册的批复》（证监许可〔2023〕1490 号）予以注册， 北部湾港股份有限公司（以下简称公司）于 2024 年 4 月 16 日向 16 名特定对象发行了 505,617,977 股 A 股股票，发行价格为每股 人民币 7.12 元，新增股份已于 2024 年 5 月 13 日在深圳证券交 - 1 - 易所上市。 本次发行股份为有限售条件流通股，公司控股股东广西北部 湾国际港务集团有限公司（以下简称北部湾港集团）所认购的股 票限售期为新增股份上市之日起 18 个月，其 ...

关于北部湾港股份有限公司 向特定对象发行股票部分限售股份解除限售上市流通的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为北部湾港股份有限公司（以下简称"北部湾港"或"公司"）2022 年度向特定 对象发行股票并在主板上市的保荐人，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（2025 年修订）》《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（2025 年修订）》等有关规定，对 北部湾港向特定对象发行股票部分限售股份解除限售上市流通情况进行了核查， 具体情况如下： 一、本次解除限售的股份取得的基本情况 经中国证监会《关于同意北部湾港股份有限公司向特定对象发行股票注册的 批复》（证监许可〔2023〕1490 号）予以注册，北部湾港股份有限公司于 2024 年 4 月 16 日向 16 名特定对象发行了 505,617,977 股 A 股股票，发行价格为每股 人民币 7.12 元，新增股份已于 2024 年 5 月 13 日在深圳证券交易所上市。 华泰联合证券有限责任公司 本次发行股份为有限售条件流通股，公司控股股东广西北部湾国际港务 ...

Core Insights - The North Bay Port has successfully welcomed the largest container ship in its history, the "COSCO Shipping Gemini," measuring 399.8 meters in length and capable of carrying 20,119 TEUs, marking a significant milestone for the port's operational capabilities [1] - The successful docking of two ultra-large container ships within a short timeframe indicates a breakthrough in the port's ability to handle large vessels regularly, enhancing its role as an international logistics hub for the western region [1] - The port has expanded its operational capacity, now capable of accommodating 200,000-ton container ships and 300,000-ton oil tankers, with six new open berths added this year [1] Operational Efficiency - The efficient handling of ultra-large vessels at Qinzhou Port is supported by a collaborative mechanism involving customs, maritime, terminal, and agency departments, implementing a "pre-declaration + direct loading upon arrival + priority inspection" customs clearance model [2] - A tailored regulatory approach for each ship, along with an "anchorage inspection" model, has significantly reduced the average waiting time for vessels by 2.66 hours [2] - The recent operations have tested the port's automated operational capabilities and inter-departmental collaboration, showcasing its comprehensive service strength [2]

Core Insights - The arrival of the 200,000-ton container ship "COSCO Shipping Gemini" at the Qinzhou Automated Container Terminal marks a significant milestone for the North Bay Port, being the largest and longest container ship to dock since its establishment [1][3] - The ship has a capacity of 20,119 TEUs and will operate with 13,000 TEUs at Qinzhou Port before heading to Rotterdam, Netherlands, integrating into the Asia-Europe trade route [1][3] Group 1 - The successful docking of "COSCO Shipping Gemini" and another large container ship, "COSCO Shipping Pacific," indicates a breakthrough in the North Bay Port's capability to handle ultra-large vessels regularly [3] - The Qinzhou Port area is enhancing its overall layout as a hub, channel, and network, with capabilities for 200,000-ton container ships and 300,000-ton oil tankers [3] Group 2 - In the first three quarters of this year, the foreign trade container supervision volume at Qinzhou Port reached 874,000 TEUs, reflecting a year-on-year increase of 28.4% [3] - The North Bay Port's shipping network has expanded to 91 routes, covering major ports in coastal China, Southeast Asia, and Northeast Asia, and extending to South Asia, Africa, and South America, facilitating easier export paths for goods from western China [3]

Group 1 - The State Council issued an implementation opinion focusing on the large-scale application of new scenarios, highlighting five key areas for development [3] - The implementation opinion includes 22 categories of key areas for scenario cultivation and opening [3] Group 2 - In October, the Consumer Price Index (CPI) rose by 0.2% year-on-year and month-on-month, while the core CPI increased by 1.2%, marking the sixth consecutive month of growth [5] - The Producer Price Index (PPI) decreased by 2.1% year-on-year, but the month-on-month change shifted from flat to a 0.1% increase, marking the first positive change this year [5] Group 3 - As of the end of October, China's foreign exchange reserves reached $3.343 trillion, an increase of $4.7 billion from the end of September, the highest level since December 2015 [6] - The People's Bank of China has increased its gold reserves for 12 consecutive months, with the current total at 74.09 million ounces, up by 30,000 ounces from the previous month [6] Group 4 - The China Securities Regulatory Commission and the Ministry of Finance jointly released a revised management method for the securities settlement risk fund, effective from December 8, 2025 [7] - The revised method includes a differentiated adjustment of the contribution ratio for risk funds, reducing the ratio for equity products from 0.0003 to 0.00009 of the transaction amount [7] Group 5 - The Ministry of Finance reported that since 2025, fiscal policy has become more proactive, focusing on stabilizing employment, businesses, and market expectations [9] - The report outlines six key areas for future fiscal policy, including enhancing consumer spending and providing financial subsidies for personal consumption loans [9] Group 6 - The China Securities Regulatory Commission approved the IPO registration of two companies, Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. and Ningbo Jianxin Superconducting Technology Co., Ltd. [15] - Two new stocks are set to be issued this week: Nant Technology on November 11 and Hai'an Group on November 14 [15] Group 7 - A total of 33 companies will have their restricted shares unlocked this week, amounting to 1.407 billion shares with a total market value of approximately 24.715 billion yuan [17] - The companies with the highest unlock market value include Youyan Silicon (9.991 billion yuan), Xin Nuowei (4.948 billion yuan), and Juxing Technology (3.297 billion yuan) [17]

Core Viewpoint - A total of 34 companies will have 1.407 billion shares released from restrictions next week, with a total market value of 24.733 billion yuan, representing an increase of 742 million yuan compared to the previous week [1] Group 1: Upcoming Unlocks - The peak unlock day is on Monday, November 10, with an unlock scale of 12.563 billion yuan, accounting for 50.79% of the total for the week [1] - The top three companies by unlock market value are Youyan Silicon (99.91 billion yuan), XinNuoWei (49.48 billion yuan), and Juxing Technology (32.97 billion yuan) [1] Group 2: Detailed Unlock List - Youyan Silicon: Unlock date on November 10, market value of 99.91 billion yuan, with 74,005.54 thousand shares, accounting for 59.32% of total shares [2] - XinNuoWei: Unlock date on November 14, market value of 49.48 billion yuan, with 15,752.05 thousand shares, accounting for 11.21% of total shares [4] - Juxing Technology: Unlock date on November 11, market value of 32.97 billion yuan, with 11,826.6 thousand shares, accounting for 76.22% of total shares [3]

Core Viewpoint - A total of 34 companies will have their restricted shares unlocked between November 10 and 14, with a combined market value exceeding 24.7 billion yuan based on the latest closing prices [2] Group 1: Unlocking Market Value - The peak unlocking date is November 10, with the highest market values for unlocked shares being: Youyan Silicon (688432.SH) at 9.991 billion yuan, Xinnowei (300765.SZ) at 4.948 billion yuan, and Juxing Technology (920111.BJ) at 3.297 billion yuan [2] Group 2: Unlocking Share Volume - The top three companies by the number of unlocked shares are: Youyan Silicon with 740 million shares, Xinnowei with 158 million shares, and Beibu Gulf Port (000582.SZ) with 156 million shares [2]

Economic Data Release - The National Bureau of Statistics will release October economic data on November 14, including industrial added value, fixed asset investment, and retail sales [2] - Financial data for October, such as M2, new loans, and social financing, is also expected to be released next week [3] Industry Conferences - A series of industry conferences will take place in November, including the 2025 China Robot Industry Development Conference from November 10 to 12, and the 12th China (Suzhou) Battery New Energy Industry International Summit Forum from November 11 to 13 [4] - Other notable events include the 2025 World Power Battery Conference, the 2025 Fourth China Nuclear Energy High-Quality Development Conference, and the 2025 6G Development Conference [4] Fuel Price Adjustment - A new round of domestic fuel price adjustments will begin on November 10 at 24:00, with an expected increase of 130 yuan per ton for gasoline and diesel based on the average crude oil price of 62.52 USD per barrel [5] Stock Unlocking - Over 24.7 billion yuan worth of restricted shares will be unlocked next week, with a peak unlocking date on November 10 [6] - The top three companies by unlocking market value are Youyan Silicon (99.91 million yuan), Xin Nuowei (49.48 million yuan), and Juxing Technology (32.97 million yuan) [6] New Stock Opportunities - Two new stocks will be issued next week: Nant Technology on November 11 and Hai'an Group on November 14 [9]

"总书记的重要讲话饱含着对海南自贸港建设的殷切期望。"国家发展改革委区域协调发展司司长吴 树林说，"我们将深入学习贯彻总书记的重要讲话精神，切实承担好中央区域协调发展领导小组办公室 工作职责，以全岛封关运作为契机，主动对接国际高标准经贸规则，科学编制海南自贸港建设'十五 五'实施方案，持续推动贸易、投资等重点领域改革开放。" 建设海南自由贸易港的战略目标，就是要把海南自由贸易港打造成为引领我国新时代对外开放的重 要门户。习近平总书记强调，"要锚定这个战略目标不动摇，全面落实海南自由贸易港建设总体方案"。 现场聆听习近平总书记的重要讲话，海南省委深改办（自贸港工委办）常务副主任关继荣备受鼓 舞："当前，海南自贸港封关任务整体顺利推进，各项准备工作已基本就绪。我们将深入推进封关运作 综合压力测试及合成演练，确保全岛封关运作平稳有序。" 大家表示，要以习近平总书记的重要讲话为根本遵循，凝心聚力、真抓实干，压茬推进封关运作各 项准备工作，确保全岛封关运作平稳有序、万无一失，努力将海南自贸港打造成为引领我国新时代对外 开放的重要门户。 密切协作主动作为 全面实现海南自贸港建设目标 习近平总书记强调，海南自由贸易港正式启 ...

Group 1 - Jinguang Electric won a bid for a State Grid procurement project with a total amount of 21.7976 million yuan, accounting for approximately 2.93% of the company's expected revenue for 2024 [1] - Shen Gong Co. plans to reduce its shareholding by up to 2%, equating to 340.61 million shares [2] - Guomai Culture received a government subsidy of 3.78 million yuan, representing 24.90% of its audited net profit for 2024 [2] Group 2 - Guomai Culture focuses on the development and provision of digital content operation platforms [3] - Shentong Technology's two directors plan to collectively reduce their shareholding by no more than 0.0473% [4] - Ruihua Tai intends to reduce its shareholding by up to 1%, amounting to 1.8 million shares [5] Group 3 - Guoji Automobile's wholly-owned subsidiary won a total contract project worth 809 million yuan [7] - Changcheng Technology's stock is expected to remain suspended due to potential changes in control [9] - Huabei Pharmaceutical's subsidiary received approval for a chemical raw material drug listing application [11] Group 4 - Fuyao Glass has changed its legal representative to Cao Hui [13] - Huaxi Biological plans to reduce its shareholding by up to 2%, totaling 9.6336 million shares [14] - Hopu Co. signed a procurement contract for a storage system worth 500 million yuan [15] Group 5 - ST Songfa's subsidiary plans to invest 458 million yuan in a mooring dock project [18] - Zhonghong Medical's subsidiary is expected to be selected for several centralized procurement projects [19] - Huakai Yibai's vice chairman plans to increase his shareholding by no less than 30 million yuan [20] Group 6 - Haichuang Pharmaceutical completed the first participant enrollment for a clinical trial of a drug for metabolic-associated fatty liver disease [21] - Dongfang Biological's subsidiary obtained medical device product registration certificates for multiple products [22] - Lepu Medical's rechargeable implantable deep brain stimulation system received NMPA registration approval [23] Group 7 - Changyuan Power's power generation in October decreased by 32.25% year-on-year [24] - Jinshi Yaya's diclofenac sodium sustained-release tablets passed the consistency evaluation for generic drugs [26] - Yutong Bus sold 3,040 buses in October, a decrease of 5.62% year-on-year [27] Group 8 - Far East Co. signed contracts worth 1.062 billion yuan in October [28] - Tianya Pharmaceutical's subsidiary passed the consistency evaluation for a drug [29] - Yuheng Pharmaceutical plans to resolve a debt dispute through a share transfer agreement [30] Group 9 - Hailanxin's subsidiary won a bid for a marine observation network project worth 1.097 billion yuan [31] - Huasheng Lithium plans to reduce its shareholding by up to 0.37% [33] - Maike Biological obtained product registration certificates for five new in vitro diagnostic products [34] Group 10 - Huayuan New Materials signed a strategic cooperation agreement with Taiblue New Energy [37] - Greebo's actual controller and some directors plan to collectively increase their shareholding by no less than 11.5 million yuan [39] - Yian Technology received a government subsidy of 1.1643 million yuan [41] Group 11 - Kangtai Biological's quadrivalent influenza virus vaccine has commenced Phase I clinical trials [43] - Spring Airlines received a commitment letter for a stock repurchase loan of up to 450 million yuan [45] - Foton Motor sold 8,006 new energy vehicles in October, a year-on-year increase of 98.83% [46] Group 12 - Greebo plans to transfer 100% equity of its subsidiary for 280 million yuan [48] - Siwei Liekong's director is under investigation [49] - Dingyang Technology launched a new generation of multi-channel microwave signal generator products [50] Group 13 - Jiangling Motors reported a year-on-year increase of 8.06% in vehicle sales for October [51] - Shengyi Technology plans to reduce its shareholding by up to 1.03% [52] - Dongshan Precision completed the acquisition of 100% equity of France's GMD Group for approximately 814 million yuan [53] Group 14 - Tianyang Technology plans to acquire 7.5% of Baoland's shares for 155 million yuan [54] - Alter plans to establish a joint venture company with a total investment of 672 million yuan [54] - Changchun High-tech's clinical trial application for a drug was approved [55] Group 15 - Beibu Gulf Port's cargo throughput in October increased by 22.73% year-on-year [56] - ST Zhangjiajie was ruled by the court to undergo reorganization [57] - Teda Co.'s subsidiary was selected as a supplier for an energy project in Indonesia [58]