融券方面，宁波港11月17日融券偿还300.00股，融券卖出1.27万股，按当日收盘价计算，卖出金额4.90 万元；融券余量16.06万股，融券余额61.99万元，超过近一年50%分位水平，处于较高位。 资料显示，宁波舟山港股份有限公司位于浙江省宁波市鄞州区宁东路269号环球航运广场，成立日期 2008年3月31日，上市日期2010年9月28日，公司主营业务涉及集装箱、铁矿石、原油、煤炭、液化油 品、粮食、矿建材料及其他货种的港口装卸及相关业务,同时从事综合物流、贸易销售等其他业务。主 营业务收入构成为：集装箱装卸及相关业务35.77%，综合物流及其他业务34.38%，其他货物装卸及相 关业务9.63%，贸易销售业务9.50%，铁矿石装卸及相关业务7.64%，原油装卸及相关业务2.23%，未分 配的金额0.85%。 11月17日，宁波港跌0.26%，成交额1.87亿元。两融数据显示，当日宁波港获融资买入额2106.77万元， 融资偿还2243.00万元，融资净买入-136.23万元。截至11月17日，宁波港融资融券余额合计4.14亿元。 融资方面，宁波港当日融资买入2106.77万元。当前融资余额4.14亿元 ...

Core Insights - Ningbo Port's stock price increased by 0.26% on November 11, with a trading volume of 162 million yuan [1] - The company reported a net financing purchase of 1.89 million yuan on the same day, indicating strong investor interest [1] Financing Overview - On November 11, Ningbo Port had a financing buy amount of 21.97 million yuan and a financing repayment of 20.07 million yuan, resulting in a net financing purchase of 1.89 million yuan [1] - The total financing and securities balance reached 424 million yuan, with the financing balance accounting for 0.57% of the circulating market value, which is above the 80th percentile of the past year [1] Securities Lending Overview - On November 11, Ningbo Port repaid 8,000 shares in securities lending and sold 16,700 shares, amounting to 64,000 yuan based on the closing price [1] - The remaining securities lending volume was 198,200 shares, with a balance of 759,100 yuan, which is above the 50th percentile of the past year [1] Company Profile - Ningbo Zhoushan Port Co., Ltd. was established on March 31, 2008, and listed on September 28, 2010, with its main business involving port loading and unloading services for various cargo types [2] - The revenue composition includes container handling (35.77%), comprehensive logistics (34.38%), and other cargo handling (9.63%) among others [2] Financial Performance - For the period from January to September 2025, Ningbo Port achieved an operating income of 22.882 billion yuan, a year-on-year increase of 4.91%, while the net profit attributable to shareholders decreased by 5.66% to 3.875 billion yuan [2] Dividend Information - Since its A-share listing, Ningbo Port has distributed a total of 18.847 billion yuan in dividends, with 6.148 billion yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, Ningbo Port had 149,500 shareholders, an increase of 1.46% from the previous period, with an average of 130,170 circulating shares per shareholder, up by 21.31% [2][3]

Core Insights - Ningbo Port's stock price increased by 2.13% on October 14, reaching 3.83 CNY per share with a trading volume of 410 million CNY and a market capitalization of 74.51 billion CNY [1] - Year-to-date, Ningbo Port's stock price has risen by 2.35%, with a 4.36% increase over the last five trading days and a 6.09% increase over the last 20 days [2] - For the first half of 2025, Ningbo Port reported a revenue of 14.92 billion CNY, a year-on-year growth of 3.27%, and a net profit attributable to shareholders of 2.60 billion CNY, reflecting a year-on-year increase of 16.28% [2] Company Overview - Ningbo Zhoushan Port Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on March 31, 2008, with its shares listed on September 28, 2010 [2] - The company's main business includes container handling, iron ore, crude oil, coal, liquefied petroleum products, grain, construction materials, and other cargo handling, along with comprehensive logistics and trade sales [2] - The revenue composition of Ningbo Port is as follows: container handling and related services (34.32%), comprehensive logistics and other services (33.59%), other cargo handling (10.48%), trade sales (10.34%), iron ore handling (8.25%), crude oil handling (1.69%), and others (1.33%) [2] Shareholder Information - As of June 30, 2025, Ningbo Port had 147,300 shareholders, an increase of 9.26% from the previous period, with an average of 107,307 circulating shares per shareholder, a decrease of 8.48% [2] - The company has distributed a total of 18.26 billion CNY in dividends since its A-share listing, with 5.56 billion CNY distributed over the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 96.54 million shares, an increase of 37.15 million shares from the previous period [3]

Group 1 - Ningbo Port announced the appointment of Mr. Wang Haisu as the new Deputy General Manager, with unanimous approval from the board of directors [1] - The revenue composition for Ningbo Port in 2024 is as follows: container handling and related services at 34.32%, comprehensive logistics and other services at 33.59%, other cargo handling and related services at 10.48%, trade sales at 10.34%, and iron ore handling and related services at 8.25% [1] - As of the report, Ningbo Port has a market capitalization of 71.4 billion yuan [1]

Core Insights - Ningbo Port experienced a decline of 2.36% on September 24, with a trading volume of 909 million yuan [1] - The company reported a financing net purchase of 67.05 million yuan on the same day, with a total financing balance of 555.6 million yuan, representing 0.94% of its market capitalization [1] Financial Performance - For the first half of 2025, Ningbo Port achieved operating revenue of 14.915 billion yuan, reflecting a year-on-year growth of 3.27% [2] - The net profit attributable to shareholders for the same period was 2.597 billion yuan, marking a year-on-year increase of 16.28% [2] Shareholder Information - As of June 30, 2025, the number of shareholders of Ningbo Port increased to 147,300, up by 9.26% from the previous period [2] - The average circulating shares per shareholder decreased by 8.48% to 107,307 shares [2] Dividend Distribution - Since its A-share listing, Ningbo Port has distributed a total of 18.264 billion yuan in dividends, with 5.564 billion yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 96.5335 million shares, an increase of 37.1499 million shares from the previous period [3]

Group 1 - Ningbo Port's stock price remained unchanged on August 29, with a trading volume of 630 million yuan [1] - On the same day, the financing buy amount for Ningbo Port was 50.86 million yuan, while the financing repayment was 63.33 million yuan, resulting in a net financing outflow of 12.47 million yuan [1] - As of August 29, the total financing and securities lending balance for Ningbo Port was 481 million yuan, which is 0.84% of its market capitalization and above the 90th percentile of the past year [1] Group 2 - Ningbo Zhoushan Port Co., Ltd. was established on March 31, 2008, and listed on September 28, 2010, with its main business involving port loading and unloading services for various goods [2] - The revenue composition of Ningbo Port includes container handling (34.32%), comprehensive logistics (33.59%), and other cargo handling (10.48%), among others [2] - For the first half of 2025, Ningbo Port reported a revenue of 14.915 billion yuan, a year-on-year increase of 3.27%, and a net profit attributable to shareholders of 2.597 billion yuan, up 16.28% year-on-year [2] Group 3 - Since its A-share listing, Ningbo Port has distributed a total of 18.264 billion yuan in dividends, with 5.564 billion yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders for Ningbo Port was 147,300, an increase of 9.26% from the previous period [3] - The seventh largest circulating shareholder is Hong Kong Central Clearing Limited, holding 96.5335 million shares, an increase of 37.1499 million shares from the previous period [3]

Group 1 - Ningbo Port held its 18th meeting of the 6th Board of Directors on August 27, 2025, to review the semi-annual report for 2025 [1] - For the year 2024, the revenue composition of Ningbo Port is as follows: container handling and related services accounted for 34.32%, comprehensive logistics and other services for 33.59%, other cargo handling and related services for 10.48%, trade sales for 10.34%, and iron ore handling and related services for 8.25% [1] - As of the report date, the market capitalization of Ningbo Port is 70.6 billion yuan [1]

Core Viewpoint - Ningbo Port experienced a decline of 1.89% on August 27, with a trading volume of 447 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On August 27, Ningbo Port had a financing buy-in amount of 82.77 million yuan and a financing repayment of 43.12 million yuan, resulting in a net financing buy of 39.65 million yuan [1] - As of August 27, the total financing and securities lending balance for Ningbo Port was 484 million yuan, with the financing balance of 483 million yuan accounting for 0.84% of the circulating market value, which is above the 90th percentile level over the past year [1] - The securities lending aspect showed no shares were repaid, with 7,000 shares sold, amounting to 25,500 yuan at the closing price, and a remaining securities lending volume of 172,900 shares, with a balance of 629,400 yuan, also above the 60th percentile level over the past year [1] Company Overview - Ningbo Zhoushan Port Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on March 31, 2008, with its listing date on September 28, 2010 [2] - The company's main business includes container handling, iron ore, crude oil, coal, liquefied petroleum products, grain, and other cargo handling, along with comprehensive logistics and trade sales [2] - The revenue composition is as follows: container handling and related services 34.32%, comprehensive logistics and other services 33.59%, other cargo handling 10.48%, trade sales 10.34%, iron ore handling 8.25%, crude oil handling 1.69%, and others 1.33% [2] Financial Performance - For the period from January to March 2025, Ningbo Port achieved an operating income of 7.058 billion yuan, representing a year-on-year growth of 2.09%, and a net profit attributable to shareholders of 1.175 billion yuan, with a year-on-year increase of 4.58% [2] - Since its A-share listing, Ningbo Port has distributed a total of 18.264 billion yuan in dividends, with 5.564 billion yuan distributed over the past three years [3] - As of March 31, 2025, the number of shareholders for Ningbo Port was 134,800, an increase of 0.71% from the previous period, with an average of 117,248 circulating shares per person, a decrease of 0.71% [2][3]

Core Viewpoint - Ningbo Port has achieved remarkable economic performance and established itself as a leader in sustainable development practices, setting a benchmark for the industry amidst evolving global economic dynamics and the growing emphasis on sustainability [1][2][3]. Economic Performance - In 2024, Ningbo Port reported a revenue of 28.702 billion yuan, a year-on-year increase of 10.42%, and a net profit of 4.898 billion yuan, up 4.91%, both reaching historical highs since its listing [2]. - The container handling and related business saw a significant revenue increase of 20.55% due to higher business volume, while the oil handling segment grew by 9.93% following the inclusion of new oil products in September 2024 [2]. - The automotive trade segment experienced a remarkable revenue growth of 51.49% due to increased trade volume [2]. - The company announced a dividend distribution plan of 1.08 yuan per share, totaling 2.101 billion yuan, marking a record high for shareholder returns [2]. - Research and development expenses reached 403 million yuan, a substantial increase of 55.36%, with a research intensity of 1.40%, both setting new records since the company's listing [2]. ESG Initiatives - Ningbo Port's ESG ratings improved to A and AA in Wind and Zhong Chengxin Green Finance, respectively, positioning the company among the top tier in the domestic ESG landscape [3]. - The company established a comprehensive ESG governance framework, including an ESG committee and leadership groups, integrating ESG metrics into executive performance evaluations [4]. - In 2024, 23 subsidiaries achieved ISO 37301 compliance certification, with a total compliance coverage of 100% within the consolidated scope [4]. Environmental Efforts - Environmental investments reached 524 million yuan, a 2.64% increase, focusing on projects like intelligent spraying systems and online monitoring of ship emissions [5]. - The company achieved a clean energy usage rate of 74%, significantly exceeding the industry average, and established a 100% shore power coverage rate for its port facilities [5]. - Water recycling increased by 151.08%, with a notable rise in the proportion of recycled water [6]. - Waste management initiatives led to a reduction in general and hazardous waste by 5.46% and 2.99%, respectively [6]. Social Contributions - Ningbo Port actively supports national strategies, contributing to the "Belt and Road" initiative with 130 container routes and a throughput of 16.03 million TEUs in 2024 [7]. - The company emphasizes employee welfare, achieving a zero incidence rate of occupational diseases and conducting 6,952 emergency drills in 2024 [8]. - The "Red Engine" project for truck drivers has significantly improved local employment, generating an average annual income increase of 17 million yuan for participants [8]. Future Outlook - For 2025, Ningbo Port aims to achieve a cargo throughput of 1.18 billion tons and a container throughput of 51.3 million TEUs, with projected revenues of 29.5 billion yuan and a profit of 7 billion yuan [9]. - The company plans to enhance its green operations and continue investing in clean energy and ecological protection [9]. - Ningbo Port will focus on employee development and social responsibility, contributing to regional economic growth and societal progress [9].