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 ...

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 ...

交易所数据显示，12月10日，北部湾港收盘9.04元，上涨1.92%，滚动市盈率PE（当前股价与前四季度 每股收益总和的比值）达到19.62倍，总市值214.22亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13北部湾港19.6217.571.14214.22亿行业平均 19.4619.011.41309.43亿行业中值16.4816.761.26146.49亿1中远海控6.084.711.002312.62亿2上港集团 9.008.670.931296.77亿3锦江航运9.8914.401.61147.01亿4青岛港10.2610.751.24562.78亿5招商港口 10.8611.030.78498.10亿6中远海特11.7512.731.18194.82亿7招商南油12.047.601.27145.98亿8秦港股份 12.3012.710.98198.91亿9重庆港12.3811.760.9262.19亿10唐山港12.8811.621.10229.93亿11招商轮船 13.1713.001.63663.73亿12天津港14.8513.160.66130.81亿 本文源自：市场资讯 作 ...

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 Insights - North Bay Port's stock price increased by 0.82% on October 10, with a trading volume of 161 million yuan, indicating positive market sentiment [1] - The company reported a financing net purchase of 7.12 million yuan on the same day, with a total financing balance of 375 million yuan, reflecting a high level of investor interest [1] - For the first half of 2025, North Bay Port achieved a revenue of 3.56 billion yuan, a year-on-year increase of 11.5%, while net profit decreased by 15.7% [2] Financing and Margin Trading - On October 10, North Bay Port had a financing buy amount of 25.22 million yuan, with a financing balance of 371 million yuan, representing 2.32% of the circulating market value [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of leverage [1] - The company had a margin trading balance of 4.05 million yuan, with a short selling volume of 119,100 shares on the same day [1] Shareholder and Dividend Information - As of June 30, the number of shareholders increased by 10.06% to 41,700, while the average circulating shares per person decreased by 4.39% [2] - Cumulatively, North Bay Port has distributed 2.84 billion yuan in dividends since its A-share listing, with 1.20 billion yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Southern CSI 500 ETF is a new entrant, holding 13.79 million shares [3]

Core Insights - North Bay Port's stock price decreased by 0.82% on September 30, with a trading volume of 139 million yuan [1] - The company experienced a net financing outflow of 4.58 million yuan on the same day, with a total financing balance of 364 million yuan [1][2] - For the first half of 2025, North Bay Port reported a revenue of 3.556 billion yuan, reflecting a year-on-year growth of 11.5%, while net profit decreased by 15.7% to 531 million yuan [2] Financing and Margin Trading - On September 30, North Bay Port had a financing buy-in of 15.604 million yuan, with a financing balance of 362 million yuan, accounting for 2.32% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of financing activity [1] - The company had no share buybacks on the same day, with a short-selling volume of 54,700 shares, amounting to 460,600 yuan [1] Shareholder Structure - As of June 30, the number of shareholders increased to 41,700, a rise of 10.06%, while the average number of circulating shares per person decreased by 4.39% to 44,476 shares [2] - Cumulatively, North Bay Port has distributed 2.842 billion yuan in dividends since its A-share listing, with 1.205 billion yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Southern CSI 500 ETF is the eighth largest, holding 13.7899 million shares as a new shareholder [3]

Core Viewpoint - North Bay Port's stock price has shown fluctuations, with a year-to-date increase of 7.75% but a recent decline of 1.52% over the last five trading days, indicating potential volatility in investor sentiment [2][3]. Company Overview - North Bay Port Co., Ltd. is located in Nanning, Guangxi Zhuang Autonomous Region, and was established on August 7, 1996, with its shares listed on November 2, 1995. The company primarily engages in port loading, storage, tugboat and port management, logistics agency, and cargo surveying services [2]. - The revenue composition of North Bay Port includes: loading and storage income (94.59%), tugboat services (3.55%), cargo surveying (1.16%), other (0.65%), and agency services (0.06%) [2]. Financial Performance - As of June 30, North Bay Port reported a total revenue of 3.556 billion yuan for the first half of 2025, reflecting a year-on-year growth of 11.50%. However, the net profit attributable to shareholders decreased by 15.70% to 531 million yuan [3]. - The company has distributed a total of 2.842 billion yuan in dividends since its A-share listing, with 1.205 billion yuan distributed over the past three years [4]. Shareholder Structure - As of June 30, 2025, North Bay Port had 41,700 shareholders, an increase of 10.06% from the previous period. The average number of circulating shares per shareholder decreased by 4.39% to 44,476 shares [3]. - Notable institutional holdings include the Southern CSI 500 ETF, which is the eighth largest shareholder with 13.7899 million shares, and Hong Kong Central Clearing Limited, which is the tenth largest shareholder with 9.1653 million shares, having reduced its holdings by 5.3532 million shares [4].

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]