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 北部湾港股份有限公司董事会 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。 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 9 | 月 | 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 | 3016.12 | | 9.00% | 26686.05 | 10.01% | | 其中： 集装箱部分 | 万标准箱 | 84.25 | | 12.07% | 724.81 | 10.34% | 证券代码：000582 证券简称：北部湾港 公告编号：2025072 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 2025 年 9 月港口吞吐量数据的自愿性 信息披露公告 2025 年 10 月 11 日 ...

Core Insights - The company reported a cargo throughput of 30.16 million tons for September 2025, representing a year-on-year growth of 9.00% [1] - Container throughput reached 842,500 TEUs in September 2025, showing a year-on-year increase of 12.07% [1] - Cumulative cargo throughput for 2025 reached 267 million tons, reflecting a year-on-year growth of 10.01% [1] - Cumulative container throughput for 2025 totaled 7.25 million TEUs, with a year-on-year increase of 10.34% [1]

Investment Rating - The report maintains a "Positive" investment rating for the shipping and port sector [2][8] Core Insights - The total import and export volume in China from January to August 2025 reached 29.57 trillion yuan, a year-on-year increase of 3.5%, with imports at 11.96 trillion yuan (down 1.2%) and exports at 17.61 trillion yuan (up 6.9%) [16][19] - Coastal major ports handled a total cargo throughput of 7.688 billion tons from January to August 2025, reflecting a year-on-year growth of 3.1% [3][34] - Container throughput at coastal major ports reached 20.646 million TEUs, marking a year-on-year increase of 6.5% [4][43] - The Baltic Dirty Tanker Index (BDTI) was reported at 1078 points on October 8, 2025, showing a year-on-year increase of 5.27% [5][45] - The Baltic Dry Index (BDI) stood at 1963 points on October 8, 2025, indicating a year-on-year growth of 9.12% [7][60] Summary by Sections 1. Overview: National Import and Export Volume and Cargo Throughput - The national import and export volume for January to August 2025 was 29.57 trillion yuan, with imports at 11.96 trillion yuan (down 1.2%) and exports at 17.61 trillion yuan (up 6.9%) [16][19] 2. Container: Shipping Rates and Container Throughput - The China Container Freight Index (CCFI) was at 1087.41 points on September 26, 2025, down 37.58% year-on-year [4][37] - Container throughput at coastal major ports was 20.646 million TEUs from January to August 2025, up 6.5% year-on-year [4][43] 3. Liquid Bulk: Oil Shipping Rates and Crude Oil Throughput - The BDTI was at 1078 points on October 8, 2025, reflecting a year-on-year increase of 5.27% [5][45] - Crude oil imports from January to August 2025 totaled 376 million tons, a year-on-year increase of 2.5% [6][54] 4. Dry Bulk: Shipping Rates and Iron Ore, Coal Throughput - The BDI was reported at 1963 points on October 8, 2025, indicating a year-on-year growth of 9.12% [7][60] - Iron ore throughput from January to August 2025 reached 921 million tons, up 2.57% year-on-year [7][66] 5. Key Port Listed Companies Monthly Throughput - Major port companies reported various throughput figures, with Shanghai Port handling 0.55 billion tons in August 2025, a 10.25% increase year-on-year [78]

证券代码：000582 证券简称：北部湾港 公告编号：2025071 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于实施权益分派期间"北港转债"暂停转股 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．债券代码：127039 债券简称：北港转债 指南第 1 号——业务办理》等相关规定，自 2025 年 10 月 13 日 起至本次权益分派股权登记日止，公司可转换公司债券（债券简 称：北港转债，债券代码：127039）将暂停转股，本次权益分派 股权登记日后的第一个交易日起恢复转股。 在上述期间，公司可转换公司债券正常交易，敬请公司可转 换公司债券持有人注意。 特此公告 北部湾港股份有限公司董事会 2025 年 10 月 10 日 2．转股起止时间：2022 年 1 月 5 日至 2027 年 6 月 28 日 3．暂停转股时间：2025 年 10 月 13 日起至公司 2025 年中 期权益分派股权登记日止 4．恢复转股时间：公司 2025 年中期权益分派股权登记日后 的第一个交易日 北部湾港股份有限公司（以 ...

Core Viewpoint - The company announced a temporary suspension of the conversion of "Beibu Gulf Convertible Bonds" due to the implementation of the 2025 mid-term equity distribution, with specific dates outlined for the suspension and resumption of conversion [1] Group 1 - The "Beibu Gulf Convertible Bonds" (bond code: 127039) will be suspended from conversion starting October 13, 2025, until the equity registration date for the distribution [1] - The conversion period for the bonds is from January 5, 2022, to June 28, 2027, and trading will continue normally during the suspension period [1] - The company provided details on the adjustment method and calculation formula for the conversion price [1]

证券代码：000582 证券简称：北部湾港 公告编号：2025070 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 2025 年第三季度可转换公司债券转股情况 公告 一、可转换公司债券发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准北部湾港股份有限公 - 1 - 司公开发行可转换公司债券的批复》（证监许可〔2021〕1185 号）文核准，公司于 2021 年 6 月 29 日公开发行了 3,000 万张可 转换公司债券，每张面值 100 元，发行总额 30.00 亿元，期限六 年。 （二）可转债上市情况 经深圳证券交易所（深证上〔2021〕713 号）文同意，公司 可转换公司债券于 2021 年 7 月 23 日在深圳证券交易所挂牌交易， 债券简称"北港转债"，债券代码"127039"。 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： | 股票代码：000582 | | | | | | 股票简称：北部湾港 | | | | --- | --- | --- | --- | --- | --- | --- | - ...

Core Points - The company announced the conversion situation of its "Beigang Convertible Bonds" for the third quarter of 2025 [1] - The company issued 3 billion yuan of convertible bonds on June 29, 2021, with a six-year term [1] - The initial conversion price was set at 8.35 yuan per share, which has been adjusted to 7.39 yuan per share [1] Summary by Sections - **Convertible Bonds Issuance** - The company issued 3 billion yuan of convertible bonds on June 29, 2021, with a maturity of six years [1] - The bonds were listed on July 23, 2021 [1] - **Conversion Period and Price** - The conversion period is from January 5, 2022, to June 28, 2027 [1] - The initial conversion price was 8.35 yuan per share, currently adjusted to 7.39 yuan per share [1] - **Third Quarter 2025 Performance** - In the third quarter of 2025, the conversion amount decreased by 85,000 yuan, resulting in a conversion of 11,499 shares [1] - As of September 30, 2025, the remaining convertible bond amount is 1,079,932,000 yuan [1]

Core Insights - North Bay Port's stock price decreased by 0.82% on September 30, with a trading volume of 139 million yuan [1] - The company experienced a net financing outflow of 4.58 million yuan on the same day, with a total financing balance of 364 million yuan [1][2] - For the first half of 2025, North Bay Port reported a revenue of 3.556 billion yuan, reflecting a year-on-year growth of 11.5%, while net profit decreased by 15.7% to 531 million yuan [2] Financing and Margin Trading - On September 30, North Bay Port had a financing buy-in of 15.604 million yuan, with a financing balance of 362 million yuan, accounting for 2.32% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of financing activity [1] - The company had no share buybacks on the same day, with a short-selling volume of 54,700 shares, amounting to 460,600 yuan [1] Shareholder Structure - As of June 30, the number of shareholders increased to 41,700, a rise of 10.06%, while the average number of circulating shares per person decreased by 4.39% to 44,476 shares [2] - Cumulatively, North Bay Port has distributed 2.842 billion yuan in dividends since its A-share listing, with 1.205 billion yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Southern CSI 500 ETF is the eighth largest, holding 13.7899 million shares as a new shareholder [3]

Core Viewpoint - The report highlights a decline in China's naphtha production, with a projected output of 6.62 million tons in August 2025, representing a year-on-year decrease of 2.2% [1] Industry Summary - According to the National Bureau of Statistics, the cumulative naphtha production from January to August 2025 is 52.837 million tons, showing a cumulative decline of 0.5% [1] - The report is based on insights from Zhiyan Consulting, a leading industry consulting firm in China, which has been focused on industry research for over a decade [1]

Core Viewpoint - The company emphasizes the importance of expanding and improving its international shipping network, with a focus on meeting the export demands of hinterland enterprises [1] Group 1: Shipping Network Expansion - As of now, the company has opened a total of 91 container shipping routes, including 56 international routes, which account for 61.54% of the total [1] - The near-sea routes cover major ports in Southeast Asia and Northeast Asia [1] - The long-distance routes provide direct shipping services to regions including Africa, North America, South America, the Indian subcontinent, and Pacific island countries [1] Group 2: Customer Service Focus - The company is committed to continuously monitoring the export needs of hinterland enterprises [1] - It aims to coordinate with shipping companies to provide better quality shipping services based on cargo volume and structure [1]