来源：新浪证券-红岸工作室 航运概念+统一大市场+天然气+一带一路+冷链物流 1、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 2、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作伙伴，持续扩大陆海双向开放，在港口建设运营、货源开拓及物流供应链服务上深化更多领 域、更深层次务实合作。 3、公司持股49%的子公司国家管网集团广西防城港天然气有限责任公司，主营液化天然气存储、销 售，注册资本27000万元。 4、根据2023年年报，公司是广西北部湾地区国有公共码头唯一运营商，运营的北部湾港是我国计划打 造的五大沿海港口群之西南沿海港口群的主力港口，市场腹地主要为广西、云南、四川、贵州、重庆等 地区，承载着国家构建面向东盟的国际大通道、打造西南中南地区开放发展 ...

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, benefiting from strategic initiatives like the Belt and Road Initiative and the development of the Western Land-Sea New Corridor, which enhances its operational significance in the region [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3][8]. - The company operates as a crucial gateway for international trade, particularly towards ASEAN countries, and is involved in various logistics services including cold chain logistics [3][5]. Financial Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, and a container throughput of 802.20 million TEUs, up 14.26% [3]. - For the period from January to September 2025, the company reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [8]. Market Position and Strategy - The company is positioned as a major logistics hub in the western region of China, with a focus on enhancing its port operations and expanding its service offerings in collaboration with partners [2][3]. - The company has established multiple fruit shipping routes from Thailand, Vietnam, and Cambodia, and offers comprehensive cold chain logistics services [3]. Shareholder Information - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase of 42.47% from the previous period [8]. - The top ten circulating shareholders include significant entities like the Southern CSI 500 ETF and Hong Kong Central Clearing Limited, indicating a diverse shareholder base [9].

5、根据公司官网的公司业务介绍，北部湾港具备水果进口、酒类进口、肉类进口及烟花出口等口岸资 质，为相关特色产品提供专业化和个性化的服务。开辟了5条泰国水果航线、2条越南水果航线、1条柬 埔寨水果航线，并可提供仓储、配送、海铁联运等全程冷链物流服务。 来源：新浪证券-红岸工作室 11月28日，北部湾港涨0.92%，成交额8267.06万元，换手率0.47%，总市值207.34亿元。 异动分析 航运概念+天然气+统一大市场+一带一路+冷链物流 1、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 2、公司持股49%的子公司国家管网集团广西防城港天然气有限责任公司，主营液化天然气存储、销 售，注册资本27000万元。 3、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户 ...

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, focusing on container and bulk cargo handling, and is positioned to benefit from the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, playing a crucial role in China's southwestern coastal port group and serving as a significant gateway for international trade with ASEAN countries [3]. - The company was established on August 7, 1996, and listed on November 2, 1995, with its main business activities including port loading and unloading, tugboat services, logistics agency, and cargo surveying [8]. Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3]. - The company reported a revenue of 5.535 billion yuan for the first nine months of 2025, marking a 12.92% increase year-on-year, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to enhance cooperation with clients and partners to expand its logistics services and improve the efficiency of the Western Land-Sea New Corridor [2][3]. - Beibu Gulf Port has developed specialized services for various imported and exported products, including fruits, alcohol, and meat, and has established multiple shipping routes for fruit imports from Thailand, Vietnam, and Cambodia [3]. Market Position - The company holds a significant market position in the Guangxi, Yunnan, Sichuan, Guizhou, and Chongqing regions, contributing to national strategic initiatives such as the Belt and Road Initiative and the construction of international trade corridors [3]. - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase of 42.47% compared to the previous period [8].

Core Viewpoint - The article discusses the performance and strategic importance of Beibu Gulf Port, highlighting its role as a key logistics hub in the western region of China and its contributions to national initiatives like the Belt and Road Initiative and the New Western Land-Sea Corridor [2][3]. Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3][8]. - The company has a significant market presence, with a cargo throughput of 31,039.78 million tons in 2023, representing a year-on-year increase of 10.81% [3]. - The company operates under various business segments, with 94.59% of its revenue coming from cargo handling and storage, while other segments include tugboat services and logistics [8]. Strategic Importance - Beibu Gulf Port serves as a crucial gateway for international trade, particularly towards ASEAN countries, and is integral to the construction of the 21st Century Maritime Silk Road and the Silk Road Economic Belt [3]. - The port's development is supported by local and regional government policies aimed at enhancing logistics capabilities and infrastructure [3]. Financial Performance - For the period from January to September 2025, Beibu Gulf Port reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million yuan, down 13.89% [8]. - The company has a history of dividend payments, with a total of 3.034 billion yuan distributed since its A-share listing [8]. Market Activity - On November 17, the stock price of Beibu Gulf Port fell by 1.20%, with a trading volume of 218 million yuan and a turnover rate of 1.20% [1]. - The stock's average trading cost is reported at 8.68 yuan, with current price levels near a support level of 9.01 yuan [6].

Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role as a key logistics hub in the western region of China and its contributions to national initiatives like the Belt and Road Initiative and the New Western Land-Sea Corridor [2][3]. Group 1: Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, serving as a main port in the southwestern coastal port group planned by China [3]. - The company primarily engages in container and bulk cargo handling, storage, and port services, with a focus on enhancing logistics capabilities and expanding its operational scope [2][3]. - As of September 30, 2025, the company reported a revenue of 5.535 billion yuan, a year-on-year increase of 12.92%, while net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. Group 2: Operational Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, representing a year-on-year growth of 10.81%, and accounted for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, with a year-on-year increase of 14.26%, indicating the company's dominant position in container handling at the port [3]. - The company has developed specialized services for various imports and exports, including fruit, alcohol, and meat, and has established multiple shipping routes for fruit imports from Southeast Asia [3]. Group 3: Strategic Initiatives - The company is committed to enhancing its core port operations and expanding its logistics services, aiming to deepen cooperation with clients and partners [2]. - The local and regional governments are increasing policy support for port logistics development, aligning with national strategies to enhance connectivity with ASEAN countries [3]. - The company holds a 49% stake in a subsidiary focused on liquefied natural gas storage and sales, further diversifying its operational portfolio [2].

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, focusing on port operations and services, with significant growth in cargo and container throughput in 2023, driven by strategic initiatives and government support for the Belt and Road Initiative and the Western Land-Sea New Corridor [2][3]. Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, playing a crucial role in China's southwestern coastal port group and serving as a vital gateway for international trade with ASEAN countries [3]. - The company primarily engages in container and bulk cargo handling, storage, and port services, with a revenue composition heavily reliant on cargo handling [8]. Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, and a container throughput of 802.20 million TEUs, up 14.26%, indicating its dominant position in the Beibu Gulf Port [3]. - The company has established various import and export capabilities, including specialized services for fruits, alcohol, and meat, and has developed multiple shipping routes for fruit imports from Southeast Asia [3]. Financial Highlights - For the period from January to September 2025, Beibu Gulf Port reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. - The company has a history of dividend payments, with a total of 3.034 billion yuan distributed since its A-share listing, and 1.396 billion yuan in the last three years [8]. Market Position - The company is positioned within several industry sectors, including transportation, shipping ports, and natural gas, and is part of broader economic initiatives such as RCEP and Western development [8]. - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase in shareholder numbers, indicating growing interest in the stock [8].

Core Viewpoint - The article highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in regional logistics and trade, particularly in the context of the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3][8]. - The company operates under the strategic framework of enhancing international trade routes, particularly towards ASEAN countries, and is a key player in the national logistics network [3]. Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, reflecting a 14.26% increase year-on-year, indicating the company's dominant position in the port's operations [3]. Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to expand its logistics services and enhance cooperation with clients and partners [2][3]. - Beibu Gulf Port has developed specialized services for importing fruits, alcohol, and meat, and has established multiple shipping routes for Thai and Vietnamese fruits, along with comprehensive cold chain logistics services [3]. Financial Performance - For the period from January to September 2025, Beibu Gulf 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 was 789 million yuan, a decrease of 13.89% [8]. - The company has a history of dividend distribution, with a total of 3.034 billion yuan paid out since its A-share listing, and 1.396 billion yuan in the last three years [8].

Core Viewpoint - The article discusses the recent performance and strategic importance of Beibu Gulf Port, highlighting its role in logistics and trade, particularly in relation to the Belt and Road Initiative and the Western Land-Sea New Corridor. Company Overview - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region, focusing on container and bulk cargo handling, storage, and port services [3] - The company operates under the broader context of national strategies aimed at enhancing trade routes to ASEAN and developing the southwestern coastal port cluster [3][8] Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3] - The container throughput reached 802.20 million TEUs, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3] - The company reported a revenue of 5.535 billion yuan for the first nine months of 2025, marking a 12.92% increase year-on-year, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8] Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to enhance cooperation with clients and partners to expand logistics services [2] - Beibu Gulf Port has established itself as a key logistics hub, facilitating the transformation of cargo handling methods and improving integration with regional industries [2][3] Market Position - The port is positioned as a critical gateway for international trade, particularly in the context of the Belt and Road Initiative, with increasing governmental support for logistics development [3] - The company has developed specialized services for various imports and exports, including fruit, alcohol, and meat, and offers comprehensive cold chain logistics services [3]

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, focusing on container and bulk cargo handling, and is strategically positioned to benefit from the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Business Overview - The main business activities of the company include port loading and unloading, storage, tugboat services, and agency services, with a significant focus on container and bulk cargo [2]. - The company holds a 49% stake in a subsidiary, Guangxi Fangchenggang Natural Gas Co., Ltd., which specializes in liquefied natural gas storage and sales, with a registered capital of 270 million yuan [2]. - Beibu Gulf Port is the only public terminal operator in the Guangxi Beibu Gulf region and plays a crucial role in the national strategy to connect with ASEAN and develop new strategic points for open development in Southwest and Central South China [3]. Performance Metrics - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, representing a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, with a year-on-year growth of 14.26%, making up 100% of the total container throughput at the port [3]. - The company has established various import and export qualifications, including for fruits, alcohol, meat, and fireworks, and has opened multiple fruit shipping routes from Thailand, Vietnam, and Cambodia [3]. Financial Overview - As of June 30, 2025, the company reported an operating income of 3.556 billion yuan, reflecting a year-on-year increase of 11.50%, while the net profit attributable to shareholders was 531 million yuan, down 15.70% year-on-year [8]. - The company has distributed a total of 3.034 billion yuan in dividends since its A-share listing, with 1.396 billion yuan distributed over the past three years [8]. Market Position - The company is positioned within the transportation sector, specifically in shipping ports, and is part of various concept sectors including port transportation, state-owned enterprises in Guangxi, and natural gas [8].