登录新浪财经APP 搜索【信披】查看更多考评等级 1.本次解除限售股份数量为913,758,995股，占深圳市盐田港股份有限公司（以下简称"公司"）总股本的 17.57%，系公司发行股份及支付现金购买资产并募集配套资金项目中就募集配套资金向特定对象发行 的人民币普通股； 2.本次申请解除股份限售的发行对象共8名，发行时承诺的限售期为6个月； 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，不存在虚 假记载、误导性陈述或重 大遗漏。 本次向特定对象发行股份募集配套资金之具体发行情况如下： 特别提示： ■ 二、本次限售股形成后至今公司股本数量变化情况 本次向特定对象发行股份募集配套资金完成后，公司的总股本为5,199,483,346股。本次限售股形成后至 今，公司未进行过送股、公积金转增股本等事项，股本数量未发生变化。 3.本次限售股份可上市流通日为2025年5月23日。 一、本次申请解除限售股份的基本情况 根据中国证券监督管理委员会《关于同意深圳市盐田港股份有限公司发行股份购买资产并募集配套资金 注册的批复》（证监许可〔2023〕2725号），公司向特定对象发行人民币普通股（A股）913,758,99 ...

Brain-Computer Interface (BCI) - The Beijing Tiantan Hospital has established a clinical and translational ward for brain-computer interface technology, marking the first clinical application of BCI in China. The ward will conduct clinical trials and promote the transformation of scientific research into practical applications [1] - BCI technology is recognized as a key core technology for human-machine interaction and is being developed in various fields including bionics, medical diagnosis, and consumer electronics. The Ministry of Industry and Information Technology has outlined plans to advance BCI technology and products [1] - McKinsey predicts that the global BCI industry could generate up to $200 billion in economic value over the next 10-20 years [1] IPv6 - The Chinese government has set goals for IPv6 deployment by the end of 2025, aiming for 850 million active users and 1.1 billion IoT IPv6 connections. The share of IPv6 traffic in fixed networks is expected to reach 27%, while mobile networks will exceed 70% [2] - The IPv6 market is expected to grow rapidly, driven by policies, technology, and demand, with significant investment opportunities across the industry chain [3] - By 2025, the global number of IPv6 device connections is projected to exceed 7.5 billion, with China's IPv6+ IoT market expected to surpass 250 billion yuan [3] Genetically Modified Organisms (GMO) - The Beijing Tongzhou International Seed Industry Science and Technology Park will hold a launch event for the "Jingbanxin 1.0" project, focusing on tomato breeding using solid-phase gene chip technology, which has been dominated by foreign companies [3] - The project aims to enhance China's self-sufficiency in seed technology and reduce reliance on foreign technology, addressing high research costs and technological constraints [4] - The gene chip market is in a growth phase, with China expected to become the second-largest market globally by 2030, supported by technological breakthroughs and favorable policies [4] Macro and Industry News - China dominates the global shipping industry, with eight of the top ten ports for cargo and six for container throughput located in the country [5] - Government bond issuance is accelerating, with a 17.7% year-on-year increase in national government fund budget expenditures from January to April [6] - A new high-proportion renewable energy grid control system has been developed in China, addressing the challenge of integrating large-scale renewable energy into the grid [7] - The National Development and Reform Commission plans to enhance policies for consumer goods replacement and large-scale equipment updates, with a focus on fixed asset investment projects in energy and high-tech sectors [7]

Core Viewpoint - The announcement details the adjustments to the conversion price of the "Beigang Convertible Bonds" issued by Beibu Gulf Port Co., Ltd. due to various corporate actions such as profit distribution and capital increases [1][2][3]. Summary by Sections 1. Adjustment Regulations - The company outlines the formula for adjusting the conversion price based on stock dividends, capital increases, new share issuances, and cash dividends [1][2]. 2. Historical Adjustment Records - Initial conversion price was set at 8.35 CNY/share, with adjustments made on the following dates: - May 20, 2022: Adjusted to 8.17 CNY/share after a cash dividend of 1.84 CNY per 10 shares [2]. - May 17, 2023: Adjusted to 8.00 CNY/share after a cash dividend of 1.73 CNY per 10 shares [3]. - May 13, 2024: Adjusted to 7.80 CNY/share following a new share issuance at 7.12 CNY/share [4]. - June 6, 2024: Adjusted to 7.60 CNY/share after a cash dividend distribution [4]. - November 15, 2024: Adjusted to 7.59 CNY/share due to share buybacks [5]. - November 22, 2024: Adjusted to 7.44 CNY/share after a cash dividend of 1.510004 CNY per 10 shares [5]. 3. Current Adjustment Reason and Result - The company plans to distribute a cash dividend of 0.469999 CNY per 10 shares based on a total share capital of 2,326,137,868 shares, leading to an adjustment of the conversion price from 7.44 CNY/share to 7.39 CNY/share effective from May 28, 2025 [6].

特别提示： 限公司（以下简称"公司"）总股本的 17.57%，系公司发行股份及支付现 金购买资产并募集配套资金项目中就募集配套资金向特定对象发行的人 民币普通股； 一、本次申请解除限售股份的基本情况 伙） 根据中国证券监督管理委员会《关于同意深圳市盐田港股份有限公司 发行股份购买资产并募集配套资金注册的批复》（证监许可〔2023〕2725 号），公司向特定对象发行人民币普通股（A 股）913,758,995 股募集配套 资金，本次发行的股票已于 2024 年 11 月 18 日在深圳证券交易所上市， 本次发行新增股份的性质为有限售条件流通股，自上市之日起 6 个月内不 得转让。具体内容详见公司于 2024 年 11 月 15 日刊载在巨潮资讯网 （www.cninfo.com.cn）的相关公告。 本次向特定对象发行股份募集配套资金之具体发行情况如下： 获配股数 限售期 国新建源股权投资基金（成都）合伙企 业（有限合伙） 工银资本管理有限公司－北京诚通工 融股权投资基金（有限合伙） 赣州发展投资基金管理有限公司－赣 | 合计 | 913,758,995 | | 913,758,995 17.57% | | | ...

Core Viewpoint - The company announced its profit distribution plan for the year 2024, detailing a cash dividend of 0.469999 yuan per 10 shares based on a total share capital of 2.326 billion shares [1] Summary by Relevant Sections - **Profit Distribution Plan** - The profit distribution plan involves a cash dividend of 0.469999 yuan (including tax) for every 10 shares held [1] - The total share capital considered for this distribution is 2.326 billion shares [1] - **Key Dates** - The record date for shareholders to be eligible for the dividend is May 27, 2025 [1] - The ex-dividend date is set for May 28, 2025 [1] - **Dividend Payment Process** - The cash dividends will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [1] - The dividends will be directly credited to the shareholders' accounts through their securities companies or other custodial institutions on the ex-dividend date [1]

Core Points - The establishment of the ISO Technical Committee for Port and Terminal Standardization is a significant milestone for China's transportation sector, marking the first global focus on port terminal standardization since ISO's inception [1][2] - The unified standards for ports are expected to enhance global logistics efficiency by reducing technical barriers and facilitating the flow of ships, goods, and information across different countries and regions [1] - The initiative aims to promote sustainable development and high-efficiency collaboration in port operations, ultimately contributing to the global port development network [1] Group 1 - The ISO Technical Committee for Port and Terminal Standardization was approved on January 18, 2025, and its secretariat is based in China, highlighting China's leadership in international standardization efforts [1] - The committee's establishment is expected to improve the adaptability of ships across various ports, thereby facilitating trade and reducing operational costs [1][2] - The Ministry of Transport has been enhancing port standardization efforts, focusing on safety, efficiency, and environmental impact through the development of mandatory national standards [2] Group 2 - The Ministry of Transport aims to leverage standardization to foster high-tech innovation, open up to international markets, and enhance the overall competitiveness of ports [2] - Specific standards are being developed for blockchain technology applications, logistics data exchange, and remote control of equipment to accelerate the digital transformation of ports [2] - The initiative also includes standards for shore power applications and carbon emission accounting, promoting a green and low-carbon transition in port operations [2]

Core Viewpoint - Tianjin Port reported a steady growth in cargo throughput and revenue for the year 2024, with plans for significant capital investment in 2025 to enhance its operations and infrastructure [1][4][8]. Group 1: Operational Performance - In 2024, Tianjin Port achieved a cargo throughput of 453 million tons, a year-on-year increase of 1.80%, exceeding the annual target of 448 million tons by 101.12% [3]. - The container throughput reached 20.47 million TEU, up 2.25% from the previous year, and completed 99.08% of the annual target of 20.66 million TEU [3]. - The company reported an operating revenue of 8.982 billion yuan, a 3.13% increase year-on-year, surpassing the annual budget of 11 billion yuan [4]. Group 2: Profitability by Cargo Type - The net profit for the container segment was 434 million yuan, while the dry bulk segment achieved a net profit of 486 million yuan, and the liquid bulk segment reported a net profit of 38 million yuan for 2024 [5]. Group 3: Capital Expenditure Plans - The company planned an investment of 1.454 billion yuan for 2024, achieving a completion rate of 76.23%, with an expected fixed asset investment of 2.374 billion yuan for 2025 [8]. Group 4: Smart Port Development - In 2024, the company advanced its smart port initiatives, achieving a 20% increase in operational efficiency through AI and automation, and implemented a comprehensive digital transformation [9]. Group 5: Customer and Revenue Structure - The top five customers accounted for 39.73% of the annual sales, primarily driven by coal trading activities [10]. Group 6: Pricing Strategy - The company adheres to a transparent pricing model based on regulatory guidelines, ensuring compliance and competitiveness through differentiated pricing strategies [11]. Group 7: Impact of Trade Relations - The company noted that the impact of US-China trade tensions on its cargo structure is limited, and it plans to enhance service efficiency and expand key shipping routes [12]. Group 8: Cash Dividend Policy - The company has a strong track record of cash dividends, having distributed a total of 4.8 billion yuan over 29 years, with a planned dividend of 301 million yuan for 2024 [13].

在具体标准项目的实施方面，将充分依托ISO港口码头技术机构，围绕港口技术成果的最新发展趋势， 基于港口码头标准化最佳实践经验与解决方案，提炼标准需求和提案。积极建立联络关系，推动ISO港 口码头技术机构与国际港口协会等国际组织的合作，提升制定国际标准技术内容的包容度和全球影响 力。 通过制定一批具有国际影响力的港口码头国际标准，使标准成为港口行业发展的核心引领，有效凝聚全 球共识，共享先进适用技术和最佳实践经验，为实现联合国可持续发展目标贡献积极力量。 李义明表示，港口作为国际贸易的重要节点和多种运输方式的衔接点，其标准的统一与协调直接影响全 球物流链的效率和质量。建立ISO港口码头技术机构将促进全球港口码头在建设运营等各环节的高效协 同与可持续发展。首先，统一的港口标准将减少技术壁垒，便于不同国家和地区港口间的船舶、货物和 信息流动，提高全球物流效率。其次，标准化的港口设施和作业流程，能够有效降低船舶在不同港口间 的适应成本，促进贸易便利化。此外，共同的标准框架为港口之间的互联互通提供了技术基础，有利于 打造全球港口协同发展网络。 李义明介绍，下一步，将同各成员国紧密合作，开展港口码头作业、设施、系统、技术 ...

Group 1 - The company will hold its second extraordinary general meeting of shareholders on May 26, 2025, at 15:00 in the company meeting room [1] - Shareholders registered by 15:00 on the day before the meeting are entitled to attend, and those unable to attend may appoint proxies [1][2] - The meeting will include voting through the Shanghai Stock Exchange's online voting system on the same day [1] Group 2 - The agenda includes the review of several proposals, including the signing of a Directors, Supervisors, and Senior Management Liability Insurance Agreement [2][3] - The company plans to continue purchasing liability insurance for its directors, supervisors, and senior management, with a premium of 500,000 yuan and a coverage limit of 50 million yuan [2][3] - The insurance will be effective for 12 months from the date of contract signing [2] Group 3 - The company proposes to amend certain provisions of its Articles of Association to enhance corporate governance [3] - The board has approved the proposal to elect three non-independent directors to fill vacancies due to resignations [4][5] - Candidates for non-independent directors include individuals with extensive experience in finance and management [6][7] Group 4 - The company also plans to elect two independent directors following the resignation of current independent directors [8][9] - The independent director candidates have backgrounds in finance, accounting, and law [10][11] Group 5 - The company intends to elect one supervisor to replace the chairman of the supervisory board who has resigned [12] - Candidates for the supervisory position have relevant experience in finance and management [13]

Core Insights - China's coastal ports are globally leading in overall scale, with eight out of the top ten ports in global cargo throughput and six out of the top ten in container throughput being Chinese ports [1] - In terms of intelligent port development, China has the highest number of automated terminals both completed and under construction in the world [1] - Chinese ports hold the world record for container handling efficiency at automated terminals [1]