证券日报网讯9月3日晚间，北部湾港（000582）发布公告称，公司将于2025年9月8日召开2025年第二次 临时股东大会。本次股东大会将审议《关于审议补选第十届董事会非独立董事的议案》《关于审议2025 年中期利润分配方案的议案》等多项议案。 ...

证券代码：000582 证券简称：北部湾港 公告编号：2025062 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年第二次临时股东大会的 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。 本公司已于 2025 年 8 月 23 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 年第二次临时股东大会的通知》，现将本次股东大会内容再次公 告如下： 一、召开会议的基本情况 （一）股东大会届次：2025年第二次临时股东大会 （二）股东大会的召集人：公司董事会 （三）会议召开的合法、合规性： 《关于召开2025年第二次临时股东大会的议案》。本次股东大会 会议召开符合《中华人民共和国公司法》等法律、行政法规和《公 司章程》的有关规定。 （四）会议召开日期和时间： - 1 - （1）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 9 月 8 日（星期一）9:15—9:25，9:30—11:30 和 （2）通过深圳证券交易所互联网投票系统投票的 ...

本公司已于 2025 年 8 月 23 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 年第二次临时股东大会的通知》，现将本次股东大会内容再次公 告如下： 一、召开会议的基本情况 （一）股东大会届次：2025年第二次临时股东大会 （三）会议召开的合法、合规性： 证券代码：000582 证券简称：北部湾港 公告编号：2025062 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年第二次临时股东大会的 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。 （二）股东大会的召集人：公司董事会 2025年8月22日公司第十届董事会第十七次会议审议通过了 《关于召开2025年第二次临时股东大会的议案》。本次股东大会 会议召开符合《中华人民共和国公司法》等法律、行政法规和《公 司章程》的有关规定。 （四）会议召开日期和时间： - 1 - 1.现场会议时间：2025年9月8日（星期一）15:30 2.网络投票时间： （1）通过深圳证券交易所交易系统进行网络投票的具体时 ...

Report Industry Investment Rating - The report gives a "Bullish" rating for the shipping and port industry [2] Core Viewpoints - The overall throughput performance is stable, so the report maintains a "Bullish" rating for the shipping and port sector [8] Summary by Directory 1. Overview: National Import-Export Volume and Cargo Throughput - **Import-Export Volume**: From January to July 2025, the national import-export volume reached 25.7 trillion yuan, a year-on-year increase of 3.5%. The national import volume was 10.39 trillion yuan, a year-on-year decrease of 1.6%, and the national export volume was 15.3 trillion yuan, a year-on-year increase of 7.3% [2] - **Cargo Throughput**: From January to July 2025, the cargo throughput of major coastal ports in China reached 66.83 billion tons, a year-on-year increase of 2.9%, and the foreign trade cargo throughput of major coastal ports reached 28.85 billion tons, a year-on-year increase of 2.2% [3] 2. Containers: Container Shipping Freight Rates and Container Throughput - **Container Shipping Freight Rates**: On August 29, 2025, CCFI closed at 1,156.32 points, a year-on-year decrease of 42.74% and a month-on-month decrease of 1.58%. SCFI closed at 1,445.06 points, a year-on-year decrease of 53.35% and a month-on-month increase of 2.1% [4] - **Container Throughput**: From January to July 2025, the container throughput of major coastal ports in China reached 178.71 million TEUs, a year-on-year increase of 6.5%. The year-on-year growth rates of Qingdao, Shanghai, Ningbo-Zhoushan, and Shenzhen were 7.8%, 4.4%, 9.4%, and 8.8% respectively [4] 3. Liquid Bulk: Oil Shipping Freight Rates and Crude Oil Throughput - **Oil Shipping Freight Rates**: On August 29, 2025, BDTI closed at 1,045 points, a year-on-year increase of 18.62% and a month-on-month increase of 0.29%. On August 28, 2025, the TCE of TD3C, TD25, and TD22 routes were 49,000, 42,700, and 43,300 US dollars per day respectively [6] - **Crude Oil Throughput**: From January to July 2025, China's crude oil imports reached 327 million tons, a year-on-year increase of 2.8%. The crude oil throughput of major crude oil unloading port enterprises reached 229 million tons, a year-on-year decrease of 4.34% [6] 4. Dry Bulk: Bulk Shipping Freight Rates and Iron Ore, Coal Throughput - **Bulk Shipping Freight Rates**: On August 29, 2025, BDI closed at 2,025 points, a year-on-year increase of 11.63% and a month-on-month increase of 4.17% [7] - **Iron Ore Throughput**: On August 27, 2025, the port iron ore inventory was 133 million tons. From January to July 2025, the iron ore throughput of major iron ore unloading port enterprises reached 800 million tons, a year-on-year increase of 2% [7] - **Coal Throughput**: On August 29, 2025, the coal inventory in northern ports was 23 million tons. From January to July 2025, the coal throughput of major coal shipping port enterprises in the north reached 395 million tons, a year-on-year decrease of 1.35% [7] 5. Monthly Throughput of Key Port Listed Companies - **Shanghai International Port Group**: In July 2025, the cargo throughput was 51 million tons, and the container throughput was 4.616 million TEUs. From January to July 2025, the cumulative cargo throughput was 348 million tons, and the cumulative container throughput was 31.681 million TEUs [88] - **Ningbo Port**: In July 2025, the cargo throughput was 95 million tons, and the container throughput was 4.31 million TEUs. From January to July 2025, the cumulative cargo throughput was 695 million tons, and the cumulative container throughput was 29.74 million TEUs [88] - **China Merchants Port Holdings**: In July 2025, the container throughput of Pearl River Delta ports was 1.489 million TEUs, and the container throughput of overseas ports was 3.231 million TEUs. From January to July 2025, the cumulative container throughput of Pearl River Delta ports was 10.457 million TEUs, and the cumulative container throughput of overseas ports was 22.441 million TEUs [88] - **Beibu Gulf Port**: In July 2025, the cargo throughput was 30 million tons, and the container throughput was 792,300 TEUs. From January to July 2025, the cumulative cargo throughput was 205 million tons, and the cumulative container throughput was 5.5508 million TEUs [88] - **Guangzhou Port**: In July 2025, the cargo throughput was 50 million tons, and the container throughput was 2.272 million TEUs. From January to July 2025, the cumulative cargo throughput was 337 million tons, and the cumulative container throughput was 15.676 million TEUs [88]

Core Viewpoint - The opening of the new RCEP shipping route from Beibu Gulf Port to Vietnam and Singapore enhances cross-border logistics efficiency and reduces costs for regional foreign trade enterprises [1][3]. Group 1: Shipping Route Details - The new shipping route is operated by Ocean Network Express (ONE) and connects Guangxi Qinzhou Port, Vietnam's Haiphong Port, Cai Mep Port, and Singapore, with a weekly service [3]. - Main export goods include white cardboard, auto parts, glass, and plywood, while imports consist of zinc oxide, frozen seafood, and rapeseed meal [3]. Group 2: Logistics Efficiency - The route significantly improves logistics efficiency by connecting with Vietnam's ports and facilitating rapid cargo transfer from the western region of China to Singapore, which can then reach markets in India, Europe, and the U.S. [3]. - The sea-rail intermodal transport mode reduces carbon emissions by approximately 30% compared to traditional road transport and improves customs clearance efficiency by 10% to 20% [3]. Group 3: Future Developments - The company plans to deepen strategic cooperation with shipping enterprises, optimize route layouts and service quality, and enhance the comprehensive logistics system, aiming for a seamless integration of the western land-sea new corridor with ASEAN supply chains [4].

Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in the logistics network and its growth in cargo and container throughput. Group 1: Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, serving as a key port in China's southwestern coastal port group [3] - The company primarily engages in container and bulk cargo handling, storage, and port services, with a revenue composition of 94.59% from handling and storage, 3.55% from tugboat services, and 1.16% from cargo surveying [8] Group 2: Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3] - The container throughput reached 802.20 million TEUs, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3] Group 3: Strategic Importance - Beibu Gulf Port is positioned as a crucial logistics hub in the western land-sea trade corridor, facilitating the integration of regional industries and enhancing the reach of the new trade route [2] - The port's development is supported by national policies aimed at enhancing trade with ASEAN countries and is seen as a strategic point for the 21st Century Maritime Silk Road and the Silk Road Economic Belt [3] Group 4: Market Activity - On September 1, the stock price of Beibu Gulf Port increased by 1.90%, with a trading volume of 276 million yuan and a turnover rate of 1.74%, leading to a total market capitalization of 20.308 billion yuan [1] - The stock has seen a net inflow of 11.0676 million yuan from major investors, indicating a mixed trend in investment interest [4]

证券代码：000582 证券简称：北部湾港 公告编号：2025061 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于增设募集资金专户并签订募集资金 三方监管协议的公告 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。 一、募集资金的基本情况 经中国证券监督管理委员会《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，公司由主承销商华泰联合证券有限公司通过深圳 证 券 交 易 所 系 统 于 2024 年 4 月 16 日 向 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，募集 资金总额为360,000.00万元，扣除各项发行费用3,207.63万元后， 实际募集资金净额为 356,792.37 万元。截至 2024 年 4 月 22 日， 上述募集资金已全部到位，致同会计师事务所（特殊普通合伙） 已验证确认并出具了《验资报告》（致同验字（2024）第 450C000120 号）。公司依照规定对上述募集资金进行了专户存 储管理， ...

Core Insights - The southern marine economic zone, including Guangdong, Guangxi, and Hainan, is advancing its marine industry quality and efficiency, marking a new phase in marine economy development [1][4]. Guangdong Province - In 2024, Guangdong's marine production value surpassed 2 trillion yuan, reaching 20022.5 billion yuan, with a nominal growth rate of 5.4%, accounting for 14.1% of the regional GDP and 19% of the national marine production value [2]. - Guangdong has maintained its position as the top marine economy in China for 30 consecutive years, contributing 27.3% to the nominal growth of the regional economy [2]. - The marine electricity sector in Guangdong saw the highest growth, with an increase of 26.7% in 2024, and the province leads in offshore wind power capacity with over 12.15 million kilowatts installed [2]. Hainan Province - Hainan's marine production value increased from 2009.3 billion yuan in 2022 to 2707 billion yuan in 2024, with an average annual growth rate of 16.1%, the highest in the country [4]. - The contribution of marine economy to Hainan's GDP rose from 29.5% to 34.1% during the same period [4]. - Emerging industries such as marine new energy and marine biological manufacturing are experiencing rapid growth, with increases of 67% and 66.7% respectively in 2024 [4]. Guangxi Province - In 2024, Guangxi's marine production value reached 2580.9 billion yuan, growing by 5.8% and accounting for 9% of the regional GDP [6]. - The traditional marine industries, including tourism, fisheries, and transportation, achieved a combined value of 1074.3 billion yuan, reflecting a growth of 7.1% [6]. - The container throughput at Beibu Gulf Port reached 901.52 thousand TEUs, marking a 12.38% increase and maintaining double-digit growth for eight consecutive years [6][7].

Core Insights - The shipping and port sector experienced a slight increase of 0.09% on August 26, with Bohai Ferry leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Bohai Ferry (603167) closed at 10.70, up 2.49% with a trading volume of 178,900 shares and a turnover of 190 million yuan [1] - Xiamen Port Authority (000905) closed at 8.97, up 2.28% with a trading volume of 328,500 shares and a turnover of 293 million yuan [1] - Straits Shares (002320) closed at 8.49, up 2.17% with a trading volume of 565,600 shares and a turnover of 479 million yuan [1] - Other notable performers include Zhonggu Logistics (603565) and Jinjiang Shipping (601083), with increases of 1.15% and 0.97% respectively [1] Capital Flow - The shipping and port sector saw a net outflow of 64.35 million yuan from institutional investors, while retail investors contributed a net inflow of 166.7 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Straits Shares (002320) had a net inflow of 62.51 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Bohai Ferry (603167) experienced a net inflow of 18 million yuan from institutional investors, with outflows from speculative investors [3] - Other stocks like Tianjin Port (600717) and Tangshan Port (601000) also showed significant net inflows from institutional investors, indicating potential interest in these stocks [3]

Group 1 - The core point of the article highlights the financing activities of Beibu Gulf Port, indicating a net selling position in recent trading days [1][2] - On August 25, Beibu Gulf Port had a financing buy amount of 0.36 billion yuan, ranking 1330th in the two markets, with a financing repayment amount of 0.44 billion yuan, resulting in a net sell of 7.90 million yuan [1] - Over the last three trading days (August 21-25), Beibu Gulf Port recorded financing buys of 0.33 billion yuan, 0.32 billion yuan, and 0.36 billion yuan respectively [1] Group 2 - In terms of securities lending, on the same day, there were 0.18 thousand shares sold short and a net purchase of 4.64 thousand shares [2]