来源：新浪证券-红岸工作室 12月15日，连云港涨0.19%，成交额4497.23万元。两融数据显示，当日连云港获融资买入额131.13万 元，融资偿还450.19万元，融资净买入-319.07万元。截至12月15日，连云港融资融券余额合计1.12亿 元。 融资方面，连云港当日融资买入131.13万元。当前融资余额1.12亿元，占流通市值的1.74%，融资余额 低于近一年20%分位水平，处于低位。 融券方面，连云港12月15日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出金额518.00 元；融券余量3.81万股，融券余额19.74万元，低于近一年50%分位水平，处于较低位。 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58% ...

来源：新浪证券-红岸工作室 12月10日，连云港涨1.34%，成交额8241.12万元。两融数据显示，当日连云港获融资买入额605.02万 元，融资偿还566.78万元，融资净买入38.24万元。截至12月10日，连云港融资融券余额合计1.13亿元。 融资方面，连云港当日融资买入605.02万元。当前融资余额1.13亿元，占流通市值的1.73%，融资余额 低于近一年20%分位水平，处于低位。 截至9月30日，连云港股东户数10.14万，较上期减少20.48%；人均流通股12234股，较上期增加 25.76%。2025年1月-9月，连云港实现营业收入18.70亿元，同比减少3.45%；归母净利润1.06亿元，同比 减少25.90%。 分红方面，连云港A股上市后累计派现5.16亿元。近三年，累计派现1.99亿元。 机构持仓方面，截止2025年9月30日，连云港十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股583.28万股，相比上期增加1.56万股。 融券方面，连云港12月10日融券偿还7200.00股，融券卖出800.00股，按当日收盘价计算，卖出金额 4232.00元；融券余量2.95万股，融券 ...

融资方面，连云港当日融资买入225.89万元。当前融资余额1.13亿元，占流通市值的1.73%，融资余额 低于近一年20%分位水平，处于低位。 融券方面，连云港12月8日融券偿还0.00股，融券卖出2600.00股，按当日收盘价计算，卖出金额1.36万 元；融券余量3.60万股，融券余额18.86万元，低于近一年40%分位水平，处于较低位。 来源：新浪证券-红岸工作室 12月8日，连云港涨0.00%，成交额5182.79万元。两融数据显示，当日连云港获融资买入额225.89万 元，融资偿还544.18万元，融资净买入-318.29万元。截至12月8日，连云港融资融券余额合计1.13亿 元。 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58%。 截 ...

长江商报消息 ●长江商报记者 徐阳 北部湾港（000582.SZ）港口生产经营保持高速增长势头。 12月3日晚，北部湾港公告，2025年前11月累计货物吞吐量为3.29亿吨，同比增长10.19%。其中，集装 箱部分累计完成910.23万标准箱，同比增长10.75%，均实现两位数增长。 长江商报记者注意到，北部湾港是广西沿海主要的公共码头投资运营商。近年来，公司积极推进港口建 设，持续扩大服务网络，加快打造北部湾国际门户港和国际枢纽海港。 2025年前三季度，北部湾港实现营业收入和扣非净利润双双增长，主营业务盈利稳健。根据公司经营计 划，公司2025年计划实现营业收入74亿元，同比增长5.67%。 港口吞吐量稳步增长 北部湾港原名北海港股份有限公司、北海新力实业股份有限公司，成立于1989年，1995年在深圳证券交 易所挂牌上市，是中国港口行业及广西最早的上市公司之一。2013年，公司实现钦北防三港整体上市， 后更名为北部湾港股份有限公司。 据2025年中报，北部湾港港口基础设施能级不断提升，现拥有及管理沿海生产性泊位91个，年吞吐能力 4.51亿吨，其中集装箱吞吐能力1104万标箱。北部湾港现最大可靠泊30万 ...

来源：新浪证券-红岸工作室 12月3日，连云港跌1.51%，成交额5290.43万元。两融数据显示，当日连云港获融资买入额450.95万 元，融资偿还876.70万元，融资净买入-425.76万元。截至12月3日，连云港融资融券余额合计1.15亿 元。 融资方面，连云港当日融资买入450.95万元。当前融资余额1.15亿元，占流通市值的1.77%，融资余额 低于近一年30%分位水平，处于低位。 融券方面，连云港12月3日融券偿还3300.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量3.39万股，融券余额17.73万元，低于近一年40%分位水平，处于较低位。 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58%。 截至 ...

Core Insights - The company Lianyungang experienced a slight increase of 0.19% in stock price on December 2, with a trading volume of 45.63 million yuan [1] - The financing data indicates a net buying of 1.76 million yuan on the same day, with a total financing balance of 119 million yuan, representing 1.81% of the market capitalization, which is below the 40th percentile level over the past year [1] - The company reported a decrease in revenue and net profit for the first nine months of 2025, with revenue of 1.87 billion yuan, down 3.45% year-on-year, and a net profit of 106 million yuan, down 25.90% year-on-year [2] Financing and Margin Trading - On December 2, Lianyungang had a financing buy-in of 4.28 million yuan, with a financing repayment of 4.27 million yuan, resulting in a net buy of 0.0176 million yuan [1] - The margin trading data shows no shares were sold or repaid on that day, with a remaining margin balance of 197,500 yuan, also below the 40th percentile level over the past year [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for Lianyungang decreased by 20.48% to 101,400, while the average circulating shares per person increased by 25.76% to 12,234 shares [2] - The company has distributed a total of 516 million yuan in dividends since its A-share listing, with 199 million yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 5.83 million shares, an increase of 15,600 shares compared to the previous period [3]

Group 1: Business Performance - The company achieved a cargo throughput of 29,973.95 thousand tons from January to October 2025, representing a year-on-year growth of 11.27% [2] - Container throughput reached 819.52 thousand TEUs, with a growth of 10.45% compared to the previous year [2] - Iron ore throughput increased by 19.9%, while bauxite saw a significant rise of 132.1% year-on-year [2] Group 2: Revenue and Pricing - The company's revenue per ton is primarily influenced by handling fees, which are currently at a medium level among coastal ports in China [2] - Stable handling fee prices are expected to enhance the business environment and competitiveness of Beibu Gulf Port, leading to sustained growth in throughput and revenue [2] Group 3: Operational Expansion - As of now, Beibu Gulf Port has opened a total of 98 container shipping routes, including 39 foreign trade routes and 59 domestic trade routes [2] - The foreign trade routes cover regions such as Southeast Asia, Japan, South Korea, North America, South America, South Africa, and Pacific island nations [2] Group 4: Capital Expenditure and Future Plans - The company plans to focus its capital expenditures on the construction and renovation of terminals, aligning with the growth trends in cargo sources [2] - The ongoing construction of the Pinglu Canal in Guangxi is expected to be completed by the end of 2026, facilitating efficient connections for the company [2] Group 5: Asset Management - Currently, Beibu Gulf Port Group has 7 coastal cargo handling berths that have not yet been injected into the listed company [2] - The group is committed to avoiding competition within the industry and plans to inject these assets into the listed company when conditions are favorable [2]

Core Viewpoint - The financial performance of Lianyungang Port Co., Ltd. shows a decline in revenue and net profit, alongside low financing and margin trading levels, indicating potential investment opportunities and risks in the current market environment [1][2]. Financing Summary - On November 27, Lianyungang had a financing buy-in amount of 2.67 million yuan, with a net financing buy of 895,700 yuan, while the total financing and margin trading balance reached 11.7 million yuan, accounting for 1.80% of the circulating market value, which is below the 30th percentile level over the past year [1]. - The margin trading data indicates that on the same day, 300 shares were repaid and 200 shares were sold, with a selling amount of 1,046 yuan, and the margin balance was 188,300 yuan, also below the 40th percentile level over the past year [1]. Financial Performance - For the period from January to September 2025, Lianyungang reported an operating income of 1.87 billion yuan, a year-on-year decrease of 3.45%, and a net profit attributable to shareholders of 106 million yuan, down 25.90% year-on-year [2]. - Cumulatively, since its A-share listing, Lianyungang has distributed a total of 516 million yuan in dividends, with 199 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Lianyungang was 101,400, a decrease of 20.48% from the previous period, while the average circulating shares per person increased by 25.76% to 12,234 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fourth largest, holding 5.83 million shares, an increase of 15,600 shares compared to the previous period [3].

Core Viewpoint - The financial performance of Lianyungang Port Co., Ltd. shows a decline in revenue and net profit, alongside low financing and margin trading activity, indicating potential challenges in the company's operations and market perception [1][2]. Financing Summary - On November 26, Lianyungang had a financing buy-in of 3.36 million yuan, with a net financing outflow of -545,600 yuan, resulting in a total financing balance of 116 million yuan, which is 1.78% of the market capitalization and below the 30th percentile of the past year [1]. - The margin trading activity on the same day included no shares being repaid, with 4,200 shares sold short, amounting to 22,100 yuan at the closing price, and a remaining short position of 36,100 shares valued at 189,500 yuan, also below the 40th percentile of the past year [1]. Financial Performance - For the period ending September 30, Lianyungang reported a revenue of 1.87 billion yuan, a year-on-year decrease of 3.45%, and a net profit attributable to shareholders of 106 million yuan, down 25.90% year-on-year [2]. - Cumulatively, since its A-share listing, Lianyungang has distributed a total of 516 million yuan in dividends, with 199 million yuan distributed over the last three years [3]. Shareholder Information - As of September 30, the number of shareholders for Lianyungang was 101,400, a decrease of 20.48% from the previous period, while the average circulating shares per person increased by 25.76% to 12,234 shares [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 5.83 million shares, an increase of 15,600 shares from the previous period [3].

Core Viewpoint - Jiangsu Lianyungang Port Co., Ltd. is experiencing a decline in both revenue and net profit for the first nine months of 2025, indicating potential challenges in its operational performance [2][3]. Financing Summary - On November 25, Lianyungang's financing buy-in amounted to 4.216 million yuan, while financing repayment was 6.3393 million yuan, resulting in a net financing outflow of 2.1233 million yuan [1]. - The total financing and securities balance for Lianyungang as of November 25 is 11.7 million yuan, which represents 1.78% of its market capitalization and is below the 30th percentile level over the past year, indicating a low financing balance [1]. - In terms of securities lending, Lianyungang repaid 800 shares and sold 5,200 shares on November 25, with a selling amount of 27,500 yuan, and the remaining securities lending balance is 31,900 shares, valued at 168,400 yuan, also below the 30th percentile level over the past year [1]. Business Performance Summary - Lianyungang's main business includes cargo handling, storage, and port management services, with the revenue composition being 76.88% from handling and related services, 17.98% from comprehensive logistics and others, 3.55% from financial company interest, and 1.58% from other sources [2]. - For the period from January to September 2025, Lianyungang reported an operating income of 1.87 billion yuan, a year-on-year decrease of 3.45%, and a net profit attributable to shareholders of 106 million yuan, down 25.90% year-on-year [2]. Shareholder and Dividend Information - Since its A-share listing, Lianyungang has distributed a total of 516 million yuan in dividends, with 199 million yuan distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders is 101,400, a decrease of 20.48% from the previous period, while the average circulating shares per person increased by 25.76% to 12,234 shares [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 5.8328 million shares, which is an increase of 15,600 shares compared to the previous period [3].