证券代码：000582 证券简称：北部湾港 公告编号：2025059 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 年中期利润分配方案的公告 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。 2．自利润分配方案公告后至实施利润分配方案的股权登记 日前公司总股本发生变动的，将按照"现金分红总额"固定不变的 原则，对每股分配比例进行调整。 为进一步贯彻落实监管政策导向，使投资者及时分享本公司 发展红利，增强投资者获得感，北部湾港股份有限公司（以下简 称公司）结合经营发展实际情况以及未来发展信心，综合考虑股 东利益，拟定 2025 年中期利润分配方案如下： 一、审议程序 公司于 2025 年 8 月 22 日召开第十届董事会第十七次会议及 第十届监事会第十五次会议，审议通过了《关于审议 2025 年中 - 1 - 期利润分配方案的议案》，该议案尚需提交股东大会审议。 二、利润分配方案的基本情况 重要提示： 1．分配比例：每 10 股派发现金红利 0.81 元（含税），送 红股 0 股（含税），不以公积金转增股本； （一）利润分配的基 ...

北部湾港公告，2025年上半年营业收入35.56亿元，同比增长11.50%。净利润5.31亿元，同比下降 15.70%。公司经本次董事会审议通过的利润分配预案为：以利润分配方案提交董事会审议前一交易日 的公司总股本23.7亿股为基数，向全体股东每10股派发现金红利0.81元（含税），送红股0股（含税）， 不以公积金转增股本。 ...

北部湾港股份有限公司 2025 年半年度报告全文 北部湾港股份有限公司 2025 年半年度报告 2025 年 8 月 23 日 - 1 - 北部湾港股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人刘胜友、主管会计工作负责人玉会祥及会计机构负责人（会 计主管人员）卢江梅声明：保证本半年度报告中财务报告的真实、准确、完 整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投资风险。 公司经本次董事会审议通过的利润分配预案为：以利润分配方案提交董 事会审议前一交易日的公司总股本 2,369,654,576 股为基数，向全体股东每 10 股派发现金红利 0.81 元（含税），送红股 0 股（含税），不以公积金转增股 本。本次预计派发现金分红总额为 191,942,020.66 元，占 2025 年 1-6 月归属 于上市公司股东净利润的 36.16%，占 ...

Core Viewpoint - North Bay Port experienced a slight decline in stock price and significant changes in financing activities, indicating a high level of market activity and potential investor concerns regarding profitability [1][2]. Financing Activities - On August 20, North Bay Port had a financing buy amount of 16.34 million yuan and a financing repayment of 22.22 million yuan, resulting in a net financing buy of -5.88 million yuan [1]. - The total financing and securities balance for North Bay Port reached 363 million yuan, with the financing balance accounting for 2.34% of the circulating market value, indicating a high level compared to the past year [1]. - The company had a securities lending repayment of 36,800 shares and a securities lending sell of 3,400 shares, with a sell amount of 28,300 yuan based on the closing price [1]. Company Overview - North Bay Port, established on August 7, 1996, and listed on November 2, 1995, is located in Nanning, Guangxi Zhuang Autonomous Region [1]. - The company's main business includes port loading and unloading, tugboat and port management, logistics agency, and cargo surveying, with loading and unloading revenue constituting 94.03% of total revenue [1]. Financial Performance - For the period from January to March 2025, North Bay Port reported an operating income of 1.643 billion yuan, reflecting a year-on-year growth of 6.73%, while the net profit attributable to shareholders decreased by 49.87% to 196 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 2.842 billion yuan, with 1.205 billion yuan distributed in the last three years [3]. Shareholder Information - As of March 31, 2025, the number of shareholders for North Bay Port was 37,900, a decrease of 9.14% from the previous period, while the average circulating shares per person increased by 10.06% to 46,519 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 14.5185 million shares, a reduction of 1.1862 million shares compared to the previous period [3].

融券方面，当日融券卖出0.34万股，净买入3.34万股。 本文源自：金融界 作者：智投君 8月20日，沪深两融数据显示，北部湾港获融资买入额0.16亿元，居两市第1928位，当日融资偿还额0.22 亿元，净卖出588.03万元。 最近三个交易日，15日-20日，北部湾港分别获融资买入0.25亿元、0.31亿元、0.16亿元。 ...

相关报告：智研咨询发布的《2025-2031年中国石脑油行业市场供需态势及未来趋势研判报告》 根据国家统计局数据显示：2025年6月中国石脑油产量为687万吨，同比增长8.9%；2025年上半年中国 石脑油累计产量为3984.7万吨，累计增长0.8%。 上市企业：中国石化（600028）,荣盛石化（002493）,东华能源（002221）,中泰化学（002092）,泰达股 份（000652）,华锦股份（000059）,阳煤化工（600691）,宇新股份（002986）,北部湾港（000582）,沈 阳化工（000698） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 ...

Core Viewpoint - The company is facing pressure from rising costs in port infrastructure construction and upgrades, but it aims to stabilize operating profits through cost control and efficiency improvements from 2020 to 2024 [2] Group 1: Financial Performance - The company is committed to maintaining stable profit levels from 2020 to 2024 despite facing cost pressures [2] - The company is optimizing its capital structure by publicly issuing convertible bonds to enhance its risk resistance [2] Group 2: Future Prospects - The company expects to improve its scale and efficiency through the development of hinterland cargo sources, expansion of foreign trade markets, and the release of capacity from new projects [2]

本文源自：金融界 作者：公告君 金融界8月18日消息，有投资者在互动平台向北部湾港提问：尊敬的董秘先生！如何理解公司在数轮增 发融资，公司做大做强，港口增速排名前列的背景下；沪指创2021年12月以来新高、创业板指大涨 3.62% 成交额突破2万亿，A股绝大多数股价都走出来向上的行情！而贵公司股价却在不断寻底中，两 者的背离究竟反映了公司哪里出现了问题！30亿可转债大多数转股后，公司更跌破190亿，二级市场几 乎没有盈利投资者！解铃还须系铃人，真诚希望公司破局，给投资者真正的回报，谢谢！盼复。 公司回答表示：您好。股价波动受宏观经济环境、行业发展趋势、资本市场整体表现等多种因素综合影 响，其表现与公司经营情况并非简单对应关系。近年来，公司经营业绩稳步增长，公司始终高度重视市 值管理工作，持续积极作为，已通过提高年度分红比例、实施首次中期分红、协助控股股东开展本公司 股份增持计划等一系列市值维护措施，强化股东回报。未来，公司将继续聚焦经营，努力提升公司的盈 利水平及核心竞争力，为广大投资者创造可持续的长期回报。感谢您对公司的关注和支持。 ...

Group 1: Express Delivery Industry - The State Post Bureau reported that in July 2025, the express delivery business volume reached 16.4 billion pieces, a year-on-year increase of 15.1%, while the business revenue was 120.64 billion yuan, up 8.9% year-on-year [1][2] - The "old-for-new" policy continues to drive growth in the express delivery market, with companies actively expanding diverse demand scenarios to meet consumer needs for summer appliance deliveries [1][2] - From January to July, the express delivery business volume distribution among eastern, central, and western regions was 71.5%, 19.4%, and 9.1% respectively, indicating a trend of industry expansion towards central and western regions [2] Group 2: Industry Competition and Regulation - The Beijing and Baoji express delivery associations issued a "resist involution" initiative, promoting fair competition and urging companies to enhance core competitiveness and fulfill corporate responsibilities [2][3] - The Jiangsu Provincial Postal Administration announced plans to initiate an "anti-involution" campaign due to severe impacts from price wars, calling for compliance with legal requirements and the elimination of irrational competition [3] Group 3: Company Performance - Milky Way's 2025 semi-annual report showed a 13.12% year-on-year increase in net profit, with significant growth in distribution business driven by new platform expansions [4] - Debon Holdings reported a 11.43% year-on-year increase in revenue for the first half of 2025, but a significant drop in net profit by 84.34%, indicating short-term pressure on performance [5] Group 4: Aviation Industry - The China Air Transport Association released a self-discipline convention aimed at guiding high-quality development in the aviation industry, focusing on safety, service quality, and operational efficiency [6] - Direct flights between China and India are expected to resume after five years, potentially announced around the time of Indian Prime Minister Modi's visit to China [6] Group 5: Shipping and Port Industry - The potential ceasefire in the Russia-Ukraine conflict and the lifting of oil sanctions could significantly impact the crude oil tanker market, with two possible scenarios affecting supply and demand dynamics [7][8] - Brazil's iron ore exports have seen a notable increase, with July shipments reaching nearly 38 million tons, supporting the bulk shipping market [9] Group 6: Logistics and Transportation - Zhongyuan Expressway reported a 5.77% year-on-year increase in toll revenue for July 2025, with significant contributions from specific highway segments [13] - National logistics operations remained orderly from August 4 to August 10, with increases in both railway and highway freight transport [13]

Group 1: Industry Overview - The express delivery industry in China saw a business volume of 16.4 billion pieces in July 2025, representing a year-on-year growth of 15.1%, with revenue reaching 120.64 billion yuan, up 8.9% year-on-year [4][25]. - The "anti-involution" trend in the express delivery sector is gaining traction, with associations in Beijing and Baoji advocating for fair competition and the cessation of irrational price wars [5]. - The logistics sector is experiencing a shift towards the central and western regions of China, with the proportion of express delivery business volume in these areas increasing [4]. Group 2: Company Performance - Milky Way reported a 17.4% increase in revenue to 7.035 billion yuan in H1 2025, with a net profit of 352 million yuan, up 13.12% year-on-year [6]. - Debon Express achieved a revenue of 20.555 billion yuan in H1 2025, an increase of 11.43%, but faced a significant drop in net profit by 84.34% [7][8]. - The new management at Debon Express is expected to focus on improving service quality and operational efficiency, which may enhance revenue quality [8]. Group 3: Aviation Sector - The aviation industry is expected to benefit from macroeconomic recovery, with long-term supply-demand trends indicating potential growth [15]. - The release of the "Self-Regulation Convention for Air Passenger Transport" aims to promote high-quality development and fair competition in the aviation market [9]. - The restoration of direct flights between China and India is anticipated, which could enhance passenger transport volumes [9]. Group 4: Shipping and Port Operations - The oil tanker market may be influenced by the potential end of the Russia-Ukraine conflict and the lifting of sanctions on Russian oil, which could lead to a reduction in old tanker capacity [10]. - Brazil's iron ore exports have significantly increased, supporting the bulk shipping market, with July shipments reaching nearly 38 million tons [11]. - China's port cargo throughput increased by 10.87% week-on-week to 26.894 million tons, while container throughput rose by 19.58% to 679,000 TEU [78]. Group 5: Road and Rail Transport - Zhongyuan Expressway reported a 5.77% increase in toll revenue in July 2025, with total revenue reaching 411 million yuan [14]. - National logistics operations remained stable, with rail freight increasing by 1.29% and highway freight traffic up by 1.34% during early August [14].