来源：新浪证券-红岸工作室 9月30日，北部湾港跌0.82%，成交额1.39亿元。两融数据显示，当日北部湾港获融资买入额1560.40万 元，融资偿还2018.46万元，融资净买入-458.05万元。截至9月30日，北部湾港融资融券余额合计3.64亿 元。 融资方面，北部湾港当日融资买入1560.40万元。当前融资余额3.62亿元，占流通市值的2.32%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，北部湾港9月30日融券偿还0.00股，融券卖出5.47万股，按当日收盘价计算，卖出金额46.06 万元；融券余量26.34万股，融券余额221.74万元，超过近一年70%分位水平，处于较高位。 分红方面，北部湾港A股上市后累计派现28.42亿元。近三年，累计派现12.05亿元。 机构持仓方面，截止2025年6月30日，北部湾港十大流通股东中，南方中证500ETF（510500）位居第八 大流通股东，持股1378.99万股，为新进股东。香港中央结算有限公司位居第十大流通股东，持股916.53 万股，相比上期减少535.32万股。 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 ...

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，当日龙虎榜净买入-7255.92万 元；买入总计1.88亿元 ，占总成交额比8.32%；卖出总计2.61亿元 ，占总成交额比11.53%。 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%。 来源：新浪证券-红岸工作室 9月25日，北部湾港盘中下跌2.09%，截至13:29，报8.44元/股，成交1.43亿元，换手率0.91%，总市值 200.00亿元。 资金流向方面，主力资金净流出1492.44万元，特大单买入256.35万元，占比1.79%，卖出1492.77万元， 占比10.44%；大单买入2738.66万元，占比19.16%，卖出2994.68万元，占比20.95%。 北部湾港今年以来股价涨7.75%，近5 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Beibu Gulf Port, which closed at 8.16 yuan, down 1.69%, with a rolling PE ratio of 18.88 times and a total market value of 19.336 billion yuan [1][2] - The average PE ratio for the shipping and port industry is 14.72 times, with a median of 15.82 times, positioning Beibu Gulf Port at the 22nd rank within the industry [1][2] - As of the first quarter of 2025, two institutions hold shares in Beibu Gulf Port, with a total of 362,600 shares valued at 0.03 billion yuan [1] Group 2 - Beibu Gulf Port's main business includes container and bulk cargo handling, storage, port value-added services, and supporting port services, with key products being loading and unloading, towing, cargo surveying, and agency services [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a year-on-year decrease of 49.87%, with a gross profit margin of 29.74% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Beibu Gulf Port, indicating a decline in net profit and a relatively high PE ratio compared to industry averages [1][2] - As of July 25, Beibu Gulf Port's closing price was 8.39 yuan, down 1.06%, with a rolling PE ratio of 19.42 times and a total market capitalization of 19.881 billion yuan [1] - The average PE ratio for the shipping and port industry is 15.03 times, with a median of 16.46 times, placing Beibu Gulf Port at the 22nd position within the industry [1][2] Group 2 - The latest quarterly report for Q1 2025 shows Beibu Gulf Port achieved an operating revenue of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a significant year-on-year decrease of 49.87% [1] - The sales gross margin for Beibu Gulf Port stands at 29.74% [1] - As of March 31, 2025, the number of shareholders for Beibu Gulf Port was 37,861, a decrease of 3,810 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]

Group 1 - The core viewpoint of the article highlights that Beibu Gulf Port's stock closed at 8.4 yuan, with a 1.69% increase, and its rolling PE ratio reached 19.44, marking a new low in 26 days, with a total market value of 19.905 billion yuan [1] - The company operates in the shipping and port industry, focusing on container and bulk cargo handling, storage, and port value-added services, with main products including loading and unloading, tugboat services, cargo surveying, and agency services [1] - The latest financial performance shows that in Q1 2025, the company achieved operating revenue of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a year-on-year decrease of 49.87%, with a gross profit margin of 29.74% [1] Group 2 - In terms of industry PE ratios, Beibu Gulf Port ranks 22nd with an average industry PE of 15.16 and a median of 16.37 [2] - The main capital flow indicates that on July 22, there was a net inflow of 11.8596 million yuan, although the overall trend over the past five days showed a net outflow of 20.2961 million yuan [1]

Group 1 - The core viewpoint of the article highlights the performance and valuation of Beibu Gulf Port, which closed at 8.21 yuan, down 1.08%, with a rolling PE ratio of 19.00 times and a total market value of 19.455 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.25 times, with a median of 14.78 times, placing Beibu Gulf Port at the 24th position in the industry ranking [1] - As of March 31, 2025, the number of shareholders for Beibu Gulf Port is 37,861, a decrease of 3,810 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Beibu Gulf Port Co., Ltd. specializes in container and bulk cargo handling, storage, port value-added services, and supporting port services, with main products including loading and unloading, towing services, cargo surveying, and agency services [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a year-on-year decrease of 49.87%, with a sales gross margin of 29.74% [1]

Group 1 - The closing price of Beibu Gulf Port is 8.66 yuan, down 1.37%, with a rolling PE ratio of 19.67 times and a total market value of 20.144 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.02 times, with a median of 14.63 times, placing Beibu Gulf Port at the 25th position in the industry ranking [1] - As of March 31, 2025, the number of shareholders for Beibu Gulf Port is 37,861, a decrease of 3,810 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Beibu Gulf Port Co., Ltd. specializes in container and bulk cargo handling, storage, port value-added services, and supporting port services [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, and a net profit of 196 million yuan, a year-on-year decrease of 49.87%, with a gross profit margin of 29.74% [1]

Group 1 - The core viewpoint of the article highlights the performance and valuation of Beibu Gulf Port, noting its recent stock price increase and market capitalization [1] - As of June 10, Beibu Gulf Port's closing price was 8.86 yuan, up 2.19%, with a rolling PE ratio of 20.13, marking a new low in 11 days and a total market value of 20.61 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.37, with a median of 15.54, placing Beibu Gulf Port at the 25th position in the industry ranking [2] Group 2 - On June 10, Beibu Gulf Port experienced a net outflow of main funds amounting to 14.28 million yuan, continuing a trend of outflows over the past five days, totaling 59.85 million yuan [1] - The company's main business includes container and bulk cargo handling, storage, port value-added services, and supporting port services [1] - The latest quarterly report for Q1 2025 shows that Beibu Gulf Port achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a year-on-year decrease of 49.87%, with a sales gross margin of 29.74% [1]

Group 1 - The closing price of Beibu Gulf Port is 8.69 yuan, with an increase of 1.05%, and a rolling PE ratio of 19.74 times, resulting in a total market value of 20.214 billion yuan [1] - The average PE ratio for the shipping and port industry is 13.84 times, with a median of 14.86 times, placing Beibu Gulf Port at the 25th position in the industry ranking [1] - As of March 31, 2025, the number of shareholders for Beibu Gulf Port is 37,861, a decrease of 3,810 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Beibu Gulf Port Co., Ltd. specializes in container and bulk cargo handling, storage, port value-added services, and supporting port services, with main products including loading and unloading, towing, cargo surveying, and agency services [1] - In the latest quarterly report for Q1 2025, the company achieved an operating revenue of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit was 196 million yuan, reflecting a year-on-year decrease of 49.87%, with a gross profit margin of 29.74% [1]

Group 1 - The core viewpoint of the articles indicates that Beibu Gulf Port's stock is currently underperforming compared to its industry peers, with a closing price of 8.56 yuan and a decline of 2.62% [1] - The rolling price-to-earnings ratio (PE) for Beibu Gulf Port is 19.45, which is significantly higher than the industry average of 13.63 and the median of 14.42 [1][2] - As of the first quarter of 2025, 19 institutions hold shares in Beibu Gulf Port, with a total holding of 168,615.96 million shares valued at 14.299 billion yuan [1] Group 2 - Beibu Gulf Port's main business includes container and bulk cargo handling, storage, and port value-added services, with key products being loading and unloading, tugboat services, cargo surveying, and agency services [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 1.643 billion yuan, a year-on-year increase of 6.73%, while net profit decreased by 49.87% to 196 million yuan, with a gross profit margin of 29.74% [1]