声 明 ? 本次评级为委托评级，中诚信国际及其评估人员与评级委托方、评级对象不存在任何其他影响本次 评级行为独立、 客观、公正的关联关系。 ? 本次评级依据评级对象提供或已经正式对外公布的信息，以及其他根据监管规定收集的信息，中诚 信国际按照相关 性、及时性、可靠性的原则对评级信息进行审慎分析，但中诚信国际对于相关信息的合法性、真实 性、完整性、准 招商局港口集团股份有限公司 编号：信评委函字2025跟踪 0274 号 招商局港口集团股份有限公司 确性不作任何保证。 ? 中诚信国际及项目人员履行了尽职调查和诚信义务，有充分理由保证本次评级遵循了真实、客观、 公正的原则。 ? 评级报告的评级结论是中诚信国际依据合理的内部信用评级标准和方法、评级程序做出的独立判 断，未受评级委托 方、评级对象和其他第三方的干预和影响。 ? 本评级报告对评级对象信用状况的任何表述和判断仅作为相关决策参考之用，并不意味着中诚信国 际实质性建议任 何使用人据此报告采取投资、借贷等交易行为，也不能作为任何人购买、出售或持有相关金融产品 的依据。 ? 中诚信国际不对任何投资者使用本报告所述的评级结果而出现的任何损失负责，亦不对评级委托 方 ...

证券代码：000582 证券简称：北部湾港 公告编号：2025032 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于归还暂时补充流动资金的闲置募集资金 北部湾港股份有限公司董事会 - 2 - 北部湾港股份有限公司（以下简称"公司"）于 2024 年 6 月 4 日召开第十届董事会第三次会议、第十届监事会第三次会议，审 议通过了《关于使用部分闲置募集资金暂时补充流动资金的议 ，同意公司使用不超过人民币 10 亿元的闲置募集资金暂时补 案》 充流动资金，主要用于与主营业务相关的生产经营支出等，使用 期限为自董事会审议通过之日起不超过 12 个月（即 2024 年 6 月 ，具体内容详见公司 2024 年 6 月 5 日 刊 登 于 《 中 国 证 券 报 》《 证 券 时 报 》 和 巨 潮 资 讯 网 （www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充 流动资金的公告》 （公告编号：2024060）。 截至 2025 年 5 月 29 日，公司已将上述暂时补充流动资金的 闲置募集资金人民币 10 亿元全部归还至公司募集资金专用账户， - 1 - 使用期限未超过 1 ...

Financial Performance - In Q1 2025, the company achieved operating revenue of CNY 1.643 billion, a year-on-year increase of 6.73% [1] - The net profit attributable to shareholders was CNY 196 million [1] - From January to April 2025, the total cargo throughput reached 112 million tons, up 14.89% year-on-year, with container throughput at 2.996 million TEUs, an increase of 10.25% [1] Operational Insights - The discrepancy between cargo throughput growth and revenue growth is attributed to changes in the structure of cargo sources due to market competition, leading to a reduction in higher-priced import and export cargo [1] - The company has implemented measures to enhance port service capabilities and has focused on increasing the throughput of iron ore, limestone, and bauxite [2] Infrastructure and Capacity - As of the end of 2024, the company managed 89 coastal production berths with an annual throughput capacity of 392 million tons, including a container throughput capacity of 9.8 million TEUs [4] - The actual throughput in 2024 was 328 million tons, with container throughput at 9.015 million TEUs, resulting in an overall berth capacity utilization rate of 80% to 90% [5] Dividend Policy - In 2024, the total cash dividend amounted to CNY 453 million, representing 40.02% of the distributable profits [6] - The company has committed to maintaining a cash dividend ratio of no less than 40% of distributable profits for the years 2024 to 2026 [6] Future Plans and Investments - The company plans to align its capital expenditures with the construction of the Pinglu Canal, which is expected to be completed in 2026, to enhance cargo transportation efficiency [7] - The average financing cost of the company's existing debt is approximately 2.8%, which is considered below the industry average [8] Competitive Positioning - The company's pricing for bulk and container handling services is at a medium level compared to other coastal ports, with a focus on maintaining stable pricing to enhance competitiveness and operational sustainability [8]

Group 1 - The annual general meeting of Chongqing Port Co., Ltd. was held on May 28, 2025, at the company's conference room in Jiangbei District, Chongqing [2] - All resolutions presented at the meeting were approved, with no dissenting votes recorded [6] - The meeting was legally valid, adhering to the Company Law and the company's articles of association, and was presided over by the chairman, Mr. Qu Hong [2][3] Group 2 - The meeting included the attendance of 7 out of 9 directors and 3 out of 4 supervisors, with some members absent due to work commitments [3] - Key resolutions included the approval of the 2024 annual report, financial budget for 2025, and the profit distribution plan for 2024 [4][5] - The firm reappointed Lixin Certified Public Accountants for the 2025 financial audit and internal control audit [5]

以"绿色共享智慧互联"为主题的2025海丝港口合作论坛于5月26日至29日在浙江宁波举行。活动吸引来 自40余个国家和地区的900多家机构、企业等业界代表齐聚一堂，围绕当前国际港航热点开展探讨，为 全球港航业搭建起业务对接、技术交流、文化互鉴的国际化平台。 （文章来源：新华财经） 《报告》指出，我国沿海港口货物吞吐量保持稳步增长。2024年中国沿海港口完成货物吞吐量136亿 吨，同比增长3.3%，吞吐量同比净增4.4亿吨。从吞吐量规模看，2024年宁波舟山港完成货物吞吐量 13.8亿吨，同比增长4%，是全国唯一一个突破10亿吨的港口，吞吐量创历史新高，连续16年位居全球 第一。从吞吐量增速看，深圳港、镇江港、连云港港、黄骅港等港口货物吞吐量增长相对较快，位居沿 海港口前列。 同时，我国内河港口货物吞吐量增长相对较快。2024年我国内河港口完成货物吞吐量39.9亿吨，同比增 长4.9%。2025年在经济内生动力全面激发的促进下，内河港口的发展将有进一步提升的空间，预计 2025年我国内河港口货物吞吐量增速为5%左右。 新华财经杭州5月28日电（记者吕昂）正在此间举行的2025海丝港口合作论坛上，由交通运输部规划 ...

Group 1: Dividend Policy and Financial Performance - The company plans to maintain a dividend payout ratio of 43.3% for 2024, with a cash dividend of 1.30 CNY per 10 shares, distributing a total of 675,932,834.98 CNY, which accounts for 50.09% of the net profit attributable to shareholders for 2024 [2][3] - The company aims to distribute at least 50% of the annual distributable profit as cash dividends for the years 2024-2026 [3] - In Q1 2025, the net profit attributable to shareholders was 313 million CNY, representing a year-on-year increase of 21.63% [3] Group 2: Market Position and Competitive Strategy - The company is focusing on enhancing its core competitiveness by leveraging national strategies such as the "Belt and Road Initiative" and the Guangdong-Hong Kong-Macao Greater Bay Area [3][4] - The company has opened 17 inland ports and 32 sea-rail intermodal routes, enhancing its logistics network and regional competitiveness [4] - The company has added 6 new international routes in the first four months of 2025, expanding its service coverage to major trade regions [4] Group 3: Future Growth and Industry Outlook - The company plans to explore new business models and enhance operational efficiency to boost profitability, particularly in the Greater Bay Area and the Yangtze River Economic Belt [4][5] - The overall growth of China's coastal ports is expected to remain stable in 2025, although the growth rate may slow compared to 2024 [5][6] - The demand for coal is projected to increase slightly in 2025, while the throughput of metal ores is expected to remain stable due to ongoing trade tensions and a sluggish real estate market [6][7] Group 4: Operational Innovations - The Huangshi New Port is implementing an innovative "loading + mixing + trading" model for iron ore operations to enhance throughput and profitability [7] - The port has established modern storage facilities and a comprehensive transportation network to support its operations [7]

Group 1 - The stock price of China Merchants Port (00144.HK) closed at HKD 15.020 on May 28, 2023, marking a 1.49% increase from the previous trading day, with an intraday high of HKD 15.080, the highest in nearly a year [1] - On the same day, the net capital inflow was HKD 22.173 million, with a total of HKD 37.94312 million inflow and HKD 15.76944 million outflow [1] Group 2 - China Merchants Port Holdings Company, listed in Hong Kong since 1992, is a key subsidiary of China Merchants Group and a leading global port developer, investor, and operator [2] - The company has established a comprehensive port network across major coastal hubs in China and has successfully expanded its operations internationally, investing in 46 ports across 26 countries and regions as of December 31, 2023 [2] - In 2023, the container terminal throughput reached 137.48 million TEUs, and the bulk cargo throughput was 557 million tons [2] - The strategic vision of China Merchants Port is to become a "high-quality world-class comprehensive port service provider," focusing on "internal growth" and "innovation upgrades" to enhance global container throughput, market share, and operational efficiency [2]

Core Viewpoint - The announcement details the resignation of Wang Guochao as the chairman of the supervisory board of Jiangsu Lianyungang Port Co., Ltd. due to work changes, and confirms that his departure will not affect the normal operation of the supervisory board [1][2]. Group 1: Resignation Details - Wang Guochao submitted a written resignation report, citing work changes as the reason for his departure [1]. - His resignation is effective from the date the resignation report is received by the supervisory board, and it will not lead to the supervisory board having fewer members than the legal minimum [1]. Group 2: Impact on the Company - The company confirms that Wang Guochao has completed the necessary handover work and there are no outstanding public commitments that he has failed to fulfill [1]. - The company and the supervisory board express gratitude for Wang Guochao's contributions during his tenure, highlighting his diligence and the positive impact he had on the company's compliance and development [2].

日前，葡语国家智库专家代表团一行来穗访问，与广州市政府外办、南沙区进行友好交流。5月27日， 代表团参访了广交会展馆和广州城市规划展览中心，深入了解广州城市建设发展的脉络以及推进粤港澳 大湾区建设的具体举措。活动现场，多名代表团成员向南都记者盛赞广州的城市发展和环境友好，并表 达了对其所在国与中国在多领域合作的期待。 5月26日至28日，由来自安哥拉、巴西等9个葡语国家的11名智库专家、学者组成的代表团到访广州。成 员包括大学校长、副校长，研究所所长、副所长，央行经济学家、学术研究部主任、政策评论分析员、 出版与活动总协调人等。访问期间，代表团将参访广交会展馆、广州城市规划展览中心、广州港 （601228）四期码头、广汽研究院，在华南理工大学政策研究院参加中国式现代化主题讲座。 5月27日，代表团抵达广交会展厅，深入了解"中国第一展"广交会作为中国外贸的"晴雨表"和"风向 标"的发展历史，领略广州作为中国最具竞争力会展城市的强劲实力。活动现场，巴西古斯芒基金会出 版与活动总协调人恩里克用"令人惊奇"一词来形容此行。 恩里克告诉南都记者，广州的发展态势之好是其前所未见的，"我在这里看到的一切，包括产品的质量 和 ...

Group 1 - The core theme of the Port Technology Innovation Conference held in Ningbo is to cultivate and enhance new productive forces to promote the integration of port technological innovation and industrial development [1] - Experts at the conference highlighted the large-scale application of artificial intelligence technology in China's port sector, significantly improving operational efficiency and service quality [1] - The conference showcased various advancements, such as remote control of large loading and unloading equipment from hundreds of kilometers away at Shanghai Yangshan Port and automated terminals at Qingdao Port that can efficiently arrange 24,000 standard containers in just 5 minutes [1] Group 2 - Zhejiang Port Group has established a globally leading cluster of remote-controlled automated equipment, achieving full-process automation in port operations, which greatly enhances production efficiency [1] - The Shanghai International Port Group has developed a comprehensive multi-scenario collaborative multi-agent system for terminals, leveraging major projects to create an industry-wide model platform [1] - The "Yangtze River Delta Intelligent Shipping Development Report (2024)" indicates that China has formed several world-class port clusters, leading the world in automation terminal construction and transformation, with both completed and under-construction scales ranking first globally [1] Group 3 - The President of the China Port Association, Gu Jinshan, emphasized the need for port enterprises to increase investment in technological innovation and establish robust R&D institutions, while collaborating with universities and research institutes [2] - The Ministry of Transport is actively promoting the "Artificial Intelligence + Transportation" initiative, aiming to accelerate the release of implementation opinions and enhance the role of AI in building a strong transportation nation [2] - The conference was organized by the China Port Association, with support from the China Transportation Newspaper and the "Port Technology" magazine [3]