分红方面，北部湾港A股上市后累计派现30.34亿元。近三年，累计派现13.96亿元。 机构持仓方面，截止2025年9月30日，北部湾港十大流通股东中，南方中证500ETF（510500）位居第七 大流通股东，持股1349.35万股，相比上期减少29.64万股。香港中央结算有限公司位居第八大流通股 东，持股1217.43万股，相比上期增加300.90万股。 资料显示，北部湾港股份有限公司位于广西壮族自治区南宁市良庆区体强路12号北部湾航运中心B座15- 19层，成立日期1996年8月7日，上市日期1995年11月2日，公司主营业务涉及港口装卸堆存业务、拖轮 及港务管理、物流代理业务和理货业务。主营业务收入构成为：装卸堆存收入94.59%，拖轮业务收入 3.55%，理货业务收入1.16%，其他(补充)0.65%，代理业务收入0.06%。 北部湾港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：统一大市场、RCEP概念、 西部开发、国资改革、融资融券等。 截至9月30日，北部湾港股东户数5.94万，较上期增加42.47%；人均流通股31217股，较上期减少 29.81%。2025年1月-9月，北部湾港实 ...

北部湾港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：中盘、融资融券、一带一 路、统一大市场、国资改革等。 来源：新浪证券-红岸工作室 截至9月30日，北部湾港股东户数5.94万，较上期增加42.47%；人均流通股31217股，较上期减少 29.81%。2025年1月-9月，北部湾港实现营业收入55.35亿元，同比增长12.92%；归母净利润7.89亿元， 同比减少13.89%。 12月29日，北部湾港盘中下跌4.32%，截至09:35，报9.97元/股，成交1.62亿元，换手率0.80%，总市值 236.25亿元。 分红方面，北部湾港A股上市后累计派现30.34亿元。近三年，累计派现13.96亿元。 资金流向方面，主力资金净流入189.00万元，特大单买入1788.02万元，占比11.04%，卖出555.09万元， 占比3.43%；大单买入1462.83万元，占比9.03%，卖出2506.77万元，占比15.47%。 北部湾港今年以来股价涨28.61%，近5个交易日涨4.73%，近20日涨10.78%，近60日涨18.85%。 今年以来北部湾港已经2次登上龙虎榜，最近一次登上龙虎榜为4月15日 ...

来源：新浪证券-红岸工作室 资料显示，北部湾港股份有限公司位于广西壮族自治区南宁市良庆区体强路12号北部湾航运中心B座15- 19层，成立日期1996年8月7日，上市日期1995年11月2日，公司主营业务涉及港口装卸堆存业务、拖轮 及港务管理、物流代理业务和理货业务。主营业务收入构成为：装卸堆存收入94.59%，拖轮业务收入 3.55%，理货业务收入1.16%，其他(补充)0.65%，代理业务收入0.06%。 截至9月30日，北部湾港股东户数5.94万，较上期增加42.47%；人均流通股31217股，较上期减少 29.81%。2025年1月-9月，北部湾港实现营业收入55.35亿元，同比增长12.92%；归母净利润7.89亿元， 同比减少13.89%。 分红方面，北部湾港A股上市后累计派现30.34亿元。近三年，累计派现13.96亿元。 机构持仓方面，截止2025年9月30日，北部湾港十大流通股东中，南方中证500ETF（510500）位居第七 大流通股东，持股1349.35万股，相比上期减少29.64万股。香港中央结算有限公司位居第八大流通股 东，持股1217.43万股，相比上期增加300.90万股。 12 ...

Group 1: Company Performance - As of September 30, North Bay Port achieved operating revenue of 5.535 billion yuan, representing a year-on-year increase of 12.92% [2] - The net profit attributable to the parent company for the same period was 789 million yuan, showing a year-on-year decrease of 13.89% [2] - Cumulative cash dividends since the company's A-share listing amount to 3.034 billion yuan, with 1.396 billion yuan distributed in the last three years [3] Group 2: Stock and Financing Activity - On December 25, North Bay Port's stock price increased by 4.31%, with a trading volume of 1.205 billion yuan [1] - The financing buy-in amount for North Bay Port on the same day was 150 million yuan, with a net financing buy of 86.051 million yuan [1] - The total balance of margin trading and securities lending for North Bay Port reached 385 million yuan as of December 25 [1] Group 3: Shareholder and Institutional Holdings - As of September 30, the number of shareholders for North Bay Port was 59,400, an increase of 42.47% compared to the previous period [2] - The average number of circulating shares per shareholder was 31,217, a decrease of 29.81% from the previous period [2] - Among the top ten circulating shareholders, the Southern CSI 500 ETF held 13.4935 million shares, a decrease of 296,400 shares compared to the previous period [3]

来源：新浪证券-红岸工作室 12月24日，北部湾港盘中上涨2.20%，截至09:43，报9.76元/股，成交9751.02万元，换手率0.50%，总市 值231.28亿元。 资金流向方面，主力资金净流入130.06万元，特大单买入674.35万元，占比6.92%，卖出500.53万元，占 比5.13%；大单买入865.60万元，占比8.88%，卖出909.36万元，占比9.33%。 资料显示，北部湾港股份有限公司位于广西壮族自治区南宁市良庆区体强路12号北部湾航运中心B座15- 19层，成立日期1996年8月7日，上市日期1995年11月2日，公司主营业务涉及港口装卸堆存业务、拖轮 及港务管理、物流代理业务和理货业务。主营业务收入构成为：装卸堆存收入94.59%，拖轮业务收入 3.55%，理货业务收入1.16%，其他(补充)0.65%，代理业务收入0.06%。 北部湾港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：广西国资、一带一路、融资 融券、中盘、统一大市场等。 截至9月30日，北部湾港股东户数5.94万，较上期增加42.47%；人均流通股31217股，较上期减少 29.81%。2025年1 ...

融资方面，北部湾港当日融资买入1152.08万元。当前融资余额2.63亿元，占流通市值的1.48%，融资余 额低于近一年30%分位水平，处于低位。 来源：新浪证券-红岸工作室 12月16日，北部湾港跌1.12%，成交额1.32亿元。两融数据显示，当日北部湾港获融资买入额1152.08万 元，融资偿还1059.50万元，融资净买入92.57万元。截至12月16日，北部湾港融资融券余额合计2.65亿 元。 分红方面，北部湾港A股上市后累计派现30.34亿元。近三年，累计派现13.96亿元。 融券方面，北部湾港12月16日融券偿还1000.00股，融券卖出4.79万股，按当日收盘价计算，卖出金额 42.39万元；融券余量24.30万股，融券余额215.02万元，超过近一年60%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，北部湾港十大流通股东中，南方中证500ETF（510500）位居第七 大流通股东，持股1349.35万股，相比上期减少29.64万股。香港中央结算有限公司位居第八大流通股 东，持股1217.43万股，相比上期增加300.90万股。 资料显示，北部湾港股份有限公司位于广西壮族自治区 ...

Core Insights - North Bay Port's stock increased by 1.16% on November 25, with a trading volume of 141 million yuan [1] - The company reported a financing net purchase of 7.34 million yuan on the same day, with a total financing balance of 295 million yuan [1][2] - The company's main revenue sources include port loading and storage (94.59%), tugboat services (3.55%), and other logistics services [1] Financing and Trading Data - On November 25, North Bay Port had a financing buy amount of 18.21 million yuan, with a financing balance of 293 million yuan, representing 1.67% of the circulating market value [1] - The financing balance is below the 50th percentile level over the past year, indicating a low position [1] - The company had a securities lending balance of 2.20 million yuan, with a lending volume of 251,100 shares, which is above the 60th percentile level over the past year, indicating a high position [1] Shareholder and Financial Performance - As of September 30, the number of shareholders increased by 42.47% to 59,400, while the average circulating shares per person decreased by 29.81% [2] - For the period from January to September 2025, North Bay Port achieved a revenue of 5.54 billion yuan, a year-on-year increase of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [2] - The company has distributed a total of 3.03 billion yuan in dividends since its A-share listing, with 1.40 billion yuan distributed in the last three years [3]

Core Insights - North Bay Port's stock price decreased by 1.20% on November 17, with a trading volume of 218 million yuan [1] - The company experienced a net financing outflow of 8.32 million yuan on the same day, indicating a lower investor confidence [1] - As of November 17, the total margin balance for North Bay Port was 273 million yuan, which is relatively low compared to historical levels [1] Financing and Margin Data - On November 17, North Bay Port had a financing buy-in of 14.32 million yuan, while the financing repayment was 22.64 million yuan, resulting in a net financing buy-in of -8.32 million yuan [1] - The current financing balance is 270 million yuan, accounting for 1.49% of the circulating market value, which is below the 40th percentile of the past year [1] - The short selling data shows that 25,000 shares were repaid, with a selling amount of 3,624 yuan, and the short selling balance was 2.18 million yuan, exceeding the 60th percentile of the past year [1] Company Performance - As of September 30, the number of shareholders for North Bay Port increased by 42.47% to 59,400, while the average circulating shares per person decreased by 29.81% to 31,217 shares [2] - For the period from January to September 2025, North Bay Port reported a revenue of 5.535 billion yuan, representing a year-on-year growth of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [2] Dividend and Shareholding Structure - North Bay Port has distributed a total of 3.034 billion yuan in dividends since its A-share listing, with 1.396 billion yuan distributed in the last three years [3] - As of September 30, 2025, the largest circulating shareholder is the Southern CSI 500 ETF, holding 13.4935 million shares, a decrease of 296,400 shares from the previous period [3] - The Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 12.1743 million shares, which is an increase of 300,900 shares compared to the previous period [3]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Beibu Gulf Port, which rose by 5.13% to 9.42 CNY per share, with a trading volume of 301 million CNY and a turnover rate of 1.62%, resulting in a total market capitalization of 22.322 billion CNY [1] - Beibu Gulf Port Co., Ltd. is located in Nanning, Guangxi Zhuang Autonomous Region, and was established on August 7, 1996, with its listing date on November 2, 1995. The company primarily engages in port loading and unloading, tugboat and port management, logistics agency, and cargo surveying services [1] - The main revenue composition of Beibu Gulf Port includes loading and unloading income at 94.59%, tugboat business income at 3.55%, cargo surveying income at 1.16%, other supplementary income at 0.65%, and agency business income at 0.06% [1] Group 2 - From the perspective of major fund holdings, it is noted that one fund under CITIC Jiantou holds a significant position in Beibu Gulf Port, specifically the CITIC Jiantou Quality Selection Growth Mixed Fund A (019760), which held 20,000 shares, accounting for 1.07% of the fund's net value, ranking as the eighth largest holding [2] - The CITIC Jiantou Quality Selection Growth Mixed Fund A (019760) was established on December 1, 2023, with a latest scale of 15.6243 million CNY. The fund has achieved a year-to-date return of 19.67%, ranking 4637 out of 8140 in its category, and a one-year return of 16.31%, ranking 4392 out of 8056 [2] - The fund manager of CITIC Jiantou Quality Selection Growth Mixed Fund A is Zhou Hu, who has been in the position for 8 years and 296 days, with the fund's total asset scale at 15.7579 million CNY. The best return during his tenure is 27.11%, while the worst return is -16.76% [3]

Core Viewpoint - North Bay Port's stock price has shown a significant increase this year, with a year-to-date rise of 17.91% and a recent uptick of 2.01% in the last five trading days, indicating positive market sentiment and potential growth opportunities for investors [2][3]. Company Overview - North Bay Port Co., Ltd. is located in Nanning, Guangxi Zhuang Autonomous Region, and was established on August 7, 1996. It was listed on November 2, 1995. The company primarily engages in port loading and unloading, tugboat and port management, logistics agency, and cargo surveying services [2]. - The revenue composition of North Bay Port includes 94.59% from loading and unloading services, 3.55% from tugboat services, 1.16% from cargo surveying, 0.65% from other services, and 0.06% from agency services [2]. Financial Performance - As of September 30, 2025, North Bay Port reported a total revenue of 55.35 billion yuan, reflecting a year-on-year growth of 12.92%. However, the net profit attributable to shareholders decreased by 13.89% to 7.89 billion yuan [3]. - The company has distributed a total of 30.34 billion yuan in dividends since its A-share listing, with 13.96 billion yuan distributed over the past three years [4]. Shareholder Information - As of September 30, 2025, the number of shareholders for North Bay Port reached 59,400, an increase of 42.47% from the previous period. The average number of circulating shares per shareholder decreased by 29.81% to 31,217 shares [3]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 13.49 million shares, a decrease of 296,400 shares from the previous period, while Hong Kong Central Clearing Limited increased its holdings by 3.00 million shares to 12.17 million shares [4].