2月27日，北部湾港涨5.39%，截至发稿，报11.35元/股，成交4.14亿元，换手率1.81%，总市值273.65亿 元。北部湾港股价已经连续3天上涨，区间累计涨幅6.63%。 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%。 从北部湾港十大流通股东角度 数据显示，南方基金旗下1只基金位居北部湾港十大流通股东。南方中证500ETF（510500）三季度减持 29.64万股，持有股数1349.35万股，占流通股的比例为0.73%。根据测算，今日浮盈赚取约782.62万元。 连续3天上涨期间浮盈赚取904.06万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益14.65%，同类 排名620/5574；近一年收益43.89% ...

（文章来源：证券日报） 证券日报网讯 2月26日，北部湾港在互动平台回答投资者提问时表示，公司已在定期报告中披露相关股 东人数。 ...

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。 来源：新浪证券-红岸工作室 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。 2月26日，北部湾港盘中上涨2.08%，截至09:43，报10.82元/股，成交1.11亿元，换手率0.51%，总市值 260.87亿元。 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：RCEP概念、天然气、双百 企业、一带一路、港口运输等。 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，北部湾港实现营业收入55.35亿元，同比增长12.92%；归母净利润7.89亿元， 同比减少13.89%。 资金流向方面，主力资金净流出719.69万元，特大单买入107.36万元，占比0.97%，卖出250.73万元，占 比2.2 ...

来源：新浪证券-红岸工作室 2月25日，北部湾港涨2.02%，成交额6.25亿元，换手率2.88%，总市值255.56亿元。 异动分析 自由贸易港+航运概念+统一大市场+一带一路+冷链物流 1、公司在互动平台称：洋浦港与北部湾港是西部陆海贸易新通道两个最关键的物流节点，海南自由贸 易港政策有利于促进两港合作，实现双赢。 2、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。 区间今日近3日近5日近10日近20日主力净流入322.77万9864.24万1.50亿1.54亿-1.29亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2.96亿，占总成交额的8.05%。 技术面：筹码平均交易成本为9.57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、合作 ...

来源：新浪证券-红岸工作室 2月24日，北部湾港涨2.87%，成交额5.56亿元。两融数据显示，当日北部湾港获融资买入额5187.78万 元，融资偿还5053.33万元，融资净买入134.46万元。截至2月24日，北部湾港融资融券余额合计4.70亿 元。 融资方面，北部湾港当日融资买入5187.78万元。当前融资余额4.67亿元，占流通市值的2.19%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，北部湾港2月24日融券偿还3100.00股，融券卖出3800.00股，按当日收盘价计算，卖出金额 3.95万元；融券余量29.92万股，融券余额310.87万元，超过近一年70%分位水平，处于较高位。 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%。 分红方面，北部湾港A股 ...

Core Viewpoint - The news highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in the Western Land-Sea Trade Corridor and its alignment with national policies such as the Belt and Road Initiative and the Hainan Free Trade Port [2][3]. Group 1: Company Performance - Beibu Gulf Port's stock increased by 2.87% with a trading volume of 5.56 billion yuan and a market capitalization of 25.05 billion yuan [1]. - 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 year-on-year growth of 14.26%, representing 100% of the port's total container throughput [3]. Group 2: Strategic Importance - Beibu Gulf Port is identified as a key logistics hub in the Western Land-Sea Trade Corridor, facilitating the transformation of cargo from bulk to containerized, thereby enhancing integration with inland industries [2][3]. - The port is positioned as a crucial gateway for international trade with ASEAN countries, supporting national strategic initiatives such as the construction of the 21st Century Maritime Silk Road [3]. - The company is the sole operator of public terminals in the Guangxi Beibu Gulf region, playing a vital role in the development of logistics and trade in southwestern China [3]. Group 3: Business Operations - The main business activities of the company include port loading and unloading, storage, tugboat services, and logistics agency services, with loading and unloading services accounting for 94.59% of revenue [8]. - The port has qualifications for importing fruits, alcohol, and meat, and has established multiple shipping routes for Thai and Vietnamese fruits, offering comprehensive cold chain logistics services [3][8]. - The company is committed to expanding its operations and enhancing cooperation with clients and partners in port construction, operation, and logistics supply chain services [2].

Core Viewpoint - North Bay Port's stock price has shown significant growth in 2023, with a year-to-date increase of 10.66% and notable gains over various trading periods [2] Group 1: Stock Performance - As of February 24, North Bay Port's stock rose by 2.77%, reaching 10.38 CNY per share, with a trading volume of 92.41 million CNY and a turnover rate of 0.44% [1] - The stock has increased by 6.90% over the last five trading days, 5.49% over the last 20 days, and 18.09% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, North Bay Port reported a revenue of 5.535 billion CNY, reflecting a year-on-year growth of 12.92%, while the net profit attributable to shareholders was 789 million CNY, a decrease of 13.89% [2] - The company's main revenue sources include cargo handling and storage (94.59%), tugboat services (3.55%), and other logistics services [2] Group 3: Shareholder Information - As of September 30, 2025, North Bay Port had 59,400 shareholders, an increase of 42.47% from the previous period, with an average of 31,217 circulating shares per shareholder, a decrease of 29.81% [2] - The company has distributed a total of 3.034 billion CNY in dividends since its A-share listing, with 1.396 billion CNY distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included the Southern CSI 500 ETF, holding 13.4935 million shares, a decrease of 296,400 shares from the previous period, and Hong Kong Central Clearing Limited, holding 12.1743 million shares, an increase of 3.009 million shares [3]

Group 1: Core Insights - Recent significant infrastructure investments and favorable regional policies are central to the developments at Beibu Gulf Port (000582) [1] - The company plans to invest approximately 15.615 billion yuan in constructing a 300,000-ton terminal at Fangcheng Port, aiming to enhance its status as an international gateway port [1] - The opening of the Pinglu Canal is expected in 2026, which will shorten the shipping route for the southwestern region, directly benefiting the cargo throughput growth of Beibu Gulf Port [1] Group 2: Stock Performance - Beibu Gulf Port's stock price has shown significant volatility, with a single-day increase of 5.76% on February 11, 2026, and a subsequent decline of 2.32% on February 13, 2026, closing at 10.10 yuan [2] - On February 13, 2026, the net inflow of main funds was 38.187 million yuan, with a cumulative net inflow of 89.789 million yuan over the past three days, indicating a low degree of main fund control and dispersed shares [2] - The stock price is approaching a resistance level of 10.16 yuan, with an average cost of shares at 9.52 yuan, necessitating attention to potential breakthroughs in the short term [2] Group 3: Financial Analysis - For the first three quarters of 2025, the company reported operating revenue of 5.535 billion yuan, a year-on-year increase of 12.92%, while net profit attributable to shareholders decreased by 13.89% [3] - The decline in profit is attributed to global economic conditions and intensified competition, despite the main business throughput maintaining growth, with a 10.95% year-on-year increase in cargo throughput in the first half of 2025 [3] - The net cash flow from operating activities for 2024 was 2.091 billion yuan, with a debt-to-asset ratio of 44.6%, indicating a stable financial structure [3] Group 4: Institutional Perspectives - Institutional ratings for Beibu Gulf Port are generally neutral, with no recent research updates available [4] - Profit forecasts indicate a projected net profit decline of 5.56% for 2025, but a potential growth of 19.18% is expected in 2026 [4] - The fund holding ratio is relatively low at 0.32%, with average frequency of institutional research and moderate market attention [4]

Core Viewpoint - The article discusses the performance and strategic importance of Beibu Gulf Port, highlighting its role in the Western Land-Sea Trade Corridor and the benefits from the Hainan Free Trade Port policy. Group 1: Company 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, with a year-on-year growth of 14.26%, representing 100% of the total container throughput at Beibu Gulf Port [3] - The company reported an operating revenue of 5.535 billion yuan for the period from January to September 2025, reflecting a year-on-year increase of 12.92%, while the net profit attributable to the parent company was 789 million yuan, down 13.89% year-on-year [8] Group 2: Strategic Importance - Beibu Gulf Port is a key logistics hub in the Western Land-Sea Trade Corridor, facilitating the transformation of bulk cargo to containerized cargo, thus enhancing the integration with inland industries [2] - The port is positioned as a crucial gateway for the national strategy to connect with ASEAN and is supported by local government policies aimed at boosting port logistics development [3] - The company operates as the sole public terminal operator in the Guangxi Beibu Gulf region, playing a significant role in the development of the southwestern coastal port cluster [3] Group 3: Business Operations - The main business activities include container and bulk cargo handling, storage, and port services, with a revenue composition of 94.59% from handling and storage, 3.55% from tugboat services, and 1.16% from cargo surveying [8] - The port has qualifications for importing fruits, wines, and meats, and has established multiple shipping routes for Thai and Vietnamese fruits, providing comprehensive cold chain logistics services [3]

Core Viewpoint - North Bay Port's stock price has shown a significant increase this year, with a notable rise in trading activity, despite a recent decline in share price and net outflow of funds [1][2]. Group 1: Stock Performance - North Bay Port's stock price has increased by 8.00% year-to-date, with a 4.87% rise over the last five trading days, 4.97% over the last twenty days, and 14.59% over the last sixty days [2]. - As of February 13, the stock price was reported at 10.13 yuan per share, with a trading volume of 1.13 billion yuan and a turnover rate of 0.54% [1]. Group 2: Financial Performance - For the period from January to September 2025, North Bay Port achieved a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 12.92%. However, the net profit attributable to shareholders decreased by 13.89% to 789 million yuan [2]. - The company's main revenue sources include loading and unloading services (94.59%), tugboat services (3.55%), and other logistics-related services [2]. Group 3: Shareholder Information - As of September 30, 2025, North Bay Port had 59,400 shareholders, an increase of 42.47% from the previous period, while the average circulating shares per person decreased by 29.81% to 31,217 shares [2]. - 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 last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included the Southern CSI 500 ETF, which held 13.4935 million shares, a decrease of 296,400 shares from the previous period [3]. - Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, increasing its holdings by 3.009 million shares to 12.1743 million shares [3].