北部湾港今日涨停，全天换手率15.84%，成交额28.62亿元，振幅7.71%。龙虎榜数据显示，机构净卖出 1.35亿元，营业部席位合计净买入4906.92万元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.28%上榜，机构专用席位净卖出1.35亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.82亿元，其中，买入成交额为2.48亿 元，卖出成交额为3.34亿元，合计净卖出8628.56万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖二、卖四，合计净卖出1.35亿元。 资金流向方面，今日该股主力资金净流入6726.54万元，其中，特大单净流入2.59亿元，大单资金净流出 1.91亿元。近5日主力资金净流入590.14万元。 融资融券数据显示，该股最新（4月10日）两融余额为3.48亿元，其中，融资余额为3.46亿元，融券余额 为171.06万元。近5日融资余额合计增加1.23亿元，增幅为54.87%，融券余额合计增加65.20万元，增幅 61.58%。（数据宝） 北部湾港4月11日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） ...

北部湾港（000582）今日涨停，成交额28.62亿元，换手率15.84%，盘后龙虎榜数据显示，二机构专用 席位净卖出1.35亿元。 暗盘资金正涌入这些股票，点击速看>>> ...

广西本地股异动拉升 北部湾港等多股涨停 智通财经4月11日电，广西本地股异动拉升，东盟自贸方向领涨，北部湾港、五洲交通、南宁百货、百 洋股份、华蓝集团涨停，田野股份、粤桂股份、广西广电、柳工、广西能源等快速跟涨。 ...

为使投资者能够及时地了解公司港口生产经营情况，现定期 公布公司港口吞吐量数据。 | 类别 | 单位 | 2025 | 年 3 月 | 2025 | 年累计 | | --- | --- | --- | --- | --- | --- | | | | 完成数 | 同比 增（减）幅 | 完成数 | 同比 增（减）幅 | | 货物吞吐量 | 万吨 | 2893.19 | 16.85% | 8074.21 | 12.89% | | 其中： 集装箱部分 | 万标准箱 | 82.31 | 11.99% | 217.39 | 12.06% | 注：以上数据来自公司内部初步统计，与最终实际数据可能存在差异， 请投资者注意投资风险。 特此公告 北部湾港股份有限公司董事会 2025 年 4 月 7 日 证券代码：000582 证券简称：北部湾港 公告编号：2025011 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 关于 2025 年 3 月港口吞吐量数据的自愿性 信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 ...

Core Viewpoint - The announcement provides details regarding the convertible bonds issued by Beibu Gulf Port Co., Ltd., including the issuance, listing, and adjustments to the conversion price over time [2][3][4][5][6][7]. Group 1: Convertible Bond Issuance and Listing - The company issued 30 million convertible bonds with a total value of 3 billion RMB, each with a face value of 100 RMB, approved by the China Securities Regulatory Commission [2]. - The bonds were listed on the Shenzhen Stock Exchange on July 23, 2021, under the name "Beigang Convertible Bonds" with the code "127039" [3]. Group 2: Conversion Price Adjustments - The initial conversion price was set at 8.35 RMB per share, which was adjusted to 8.17 RMB on May 20, 2022, following a profit distribution of 1.84 RMB per 10 shares [4]. - The conversion price was further adjusted to 8.00 RMB on May 17, 2023, after a profit distribution of 1.73 RMB per 10 shares [5]. - Subsequent adjustments brought the conversion price down to 7.80 RMB on May 13, 2024, and then to 7.60 RMB on June 6, 2024, following respective profit distributions [5][6]. - The latest adjustment set the conversion price at 7.44 RMB on November 22, 2024, after a mid-year profit distribution of 1.51 RMB per 10 shares [7]. Group 3: Conversion and Share Changes - In the first quarter of 2025, the company reported a reduction of 3,000 RMB in convertible bond amounts due to conversion, resulting in 402 shares being converted [8]. - As of March 31, 2025, the remaining convertible bond amount was 1,763,004,300 RMB, with 17,630,043 bonds still outstanding [8]. Group 4: Additional Information - Investors seeking more details on the convertible bonds can refer to the full prospectus published on June 25, 2021 [9]. - The company has provided contact information for investor inquiries regarding the bonds [9].

证券代码：000582 证券简称：北部湾港 公告编号：2025010 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 2025 年第一季度可转换公司债券转股情况的 公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 特别提示： | 股票代码：000582 | | | | | | | | | 股票简称：北部湾港 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127039 | | | | | | | | | 债券简称：北港转债 | | | | 转股价格：人民币 转股时间：2022 | 7.44 1 | 月 | 5 | 日至 | 2027 | 年 | 元/股 | 年 | | | 日 | | | | | | | | 6 | | | | | | | | | | | | | | | | 月 | | | | | | | | | | | | | | 28 | | 根据《深圳证券交易所股票上市规则》《深圳证券交易所上 市公司自律监管 ...

Financial Performance - Total operating revenue for 2024 reached RMB 700,325.47 million, a year-on-year increase of 0.77%[4] - Net profit attributable to shareholders was RMB 121,907.97 million, reflecting an 8.18% increase compared to the previous year[4] - Basic earnings per share decreased by 9.11% to RMB 0.579[4] - The weighted average return on net assets was 7.48%, down 0.56 percentage points from the previous year[4] Operational Metrics - The total cargo throughput for the year was 328 million tons, representing a growth of 5.61% year-on-year[6] - Container throughput reached 9.0152 million TEUs, with a year-on-year growth of 12.28%[6] Asset and Equity Growth - Total assets increased by 7.73% to RMB 3,588,362.16 million compared to the beginning of the period[5] - Shareholders' equity attributable to the company rose by 29.56% to RMB 1,762,173.68 million[5] Strategic Focus - The company continues to focus on optimizing container shipping routes and enhancing cargo organization efforts[6] - The company aims to advance the construction of the Beibu Gulf International Gateway Port and the international hub port[6]

Investment Rating - The investment rating for Beibu Gulf Port (000582) is "Accumulate" [2] Core Viewpoints - Beibu Gulf Port is the core port in Southwest China, actively responding to the trend of port industry consolidation and continuously expanding cargo sources and capacity. The long-term growth potential of throughput is expected to be released, driven by the Western Land-Sea New Corridor [10][11] - The company is the only operator of public terminals in the Beibu Gulf region, operating Beihai Port, Qinzhou Port, and Fangcheng Port. The throughput scale and profitability are at the upper level of the industry [6][12] - The company achieved a cargo throughput of 328 million tons in 2024, with a CAGR of 6.76% from 2021 to 2024, and a container throughput of 9.0152 million TEUs, with a CAGR of 14.46% during the same period [6][16] - Financially, the company reported revenue of 4.902 billion yuan in the first three quarters of 2024, a year-on-year increase of 0.13%, and a net profit attributable to the parent company of 916 million yuan, up 8.06% year-on-year. The ROE for 2023 was 8.50%, exceeding the average level of the port sector by 1.52 percentage points [6][19][24] Summary by Sections 1. Beibu Gulf Port: Core Port in Southwest China - Beibu Gulf Port operates three ports and has a total cargo throughput capacity of 392 million tons and a container throughput capacity of 9.8 million TEUs [12] - The company has a clear division of labor among its ports, with Qinzhou Port contributing nearly 80% of container throughput [12][22] 2. Port Industry: Trend of Regional Consolidation - The port industry in China is mature, with cargo handling as the core business. The economic hinterland determines the business scale, while capacity, throughput, and handling fee rates determine profit margins [27][28] - The industry is experiencing a trend of consolidation due to past overcapacity and intensified competition, leading to a gradual return to rational pricing [27][35] 3. Long-term Growth Potential Supported by the Western Land-Sea New Corridor - The Western Land-Sea New Corridor is expected to enhance the existing capacity of western regions and promote regional collaboration, with significant strategic implications for throughput growth [10][11] - The company is well-positioned to benefit from the growing import and export demands of regions like Guangxi, Yunnan, and Guizhou, especially with the implementation of RCEP [11][18] 4. Continuous Capacity Expansion Reflects Confidence - The company is actively investing in capacity expansion, supported by policies related to the Western Land-Sea New Corridor, indicating confidence in long-term throughput growth [10][11] - The impact of depreciation on costs is manageable, as depreciation accounts for less than 30% of operating costs [10][11] 5. Profit Forecast and Valuation - The company is expected to achieve revenues of 7.32 billion yuan, 7.99 billion yuan, and 8.30 billion yuan from 2024 to 2026, with corresponding net profits of 1.167 billion yuan, 1.179 billion yuan, and 1.269 billion yuan [7][19] - The current valuation is considered low, leading to the "Accumulate" rating [7][19]

Investment Rating - The investment rating for Beibu Gulf Port (000582) is "Accumulate" [2] Core Viewpoints - Beibu Gulf Port is the only operator of public terminals in the Beibu Gulf region of Guangxi, actively responding to the trend of port industry consolidation and continuously expanding cargo sources and capacity. The long-term growth potential of throughput is supported by the regional synergy driven by the Western Land-Sea New Corridor [6][10] - The company is expected to achieve a cargo throughput of 328 million tons in 2024, with a CAGR of 6.76% from 2021 to 2024. The container throughput is projected to reach 9.0152 million TEUs, with a CAGR of 14.46% during the same period, placing throughput scale at the upper level of the industry [6][16] - Financially, the company achieved revenue of 4.902 billion yuan in the first three quarters of 2024, a year-on-year increase of 0.13%, and a net profit attributable to shareholders of 916 million yuan, up 8.06% year-on-year. The company's ROE was 8.50% in 2023, exceeding the average level of the port sector by 1.52 percentage points [6][19][24] Summary by Sections Section 1: Beibu Gulf Port Overview - Beibu Gulf Port operates three ports: Beihai Port, Qinzhou Port, and Fangcheng Port, with a total of 89 coastal productive berths and an annual throughput capacity of 392 million tons [12] - The company has actively integrated provincial assets and responded to the trend of port consolidation, enhancing its operational efficiency and market position [14] Section 2: Port Industry Trends - The port industry in China is maturing, with a focus on cargo handling as the main business. The economic hinterland determines business scale, while capacity, throughput, and handling fee rates dictate profit margins [27] - The trend of regional consolidation is driven by the need to alleviate competition among peers, with a preliminary formation of "one province, one port" [35] Section 3: Long-term Growth Potential - The Western Land-Sea New Corridor is expected to enhance the existing channel capacity in the western region, driving regional collaboration and increasing throughput potential [11][10] - The company’s hinterland demand is expected to grow, benefiting from the construction of the Pinglu Canal, which is projected to significantly increase cargo transport volumes by 2035 and 2050 [11][10] Section 4: Capacity Expansion and Cost Management - The company is confident in its long-term throughput growth, as evidenced by its ongoing capital expenditures and capacity expansion projects [6][10] - The impact of depreciation on costs is manageable, as fixed asset depreciation remains below 30% of operating costs [6][10] Section 5: Profit Forecast and Valuation - The company is projected to achieve revenues of 7.32 billion yuan, 7.99 billion yuan, and 8.30 billion yuan from 2024 to 2026, with corresponding net profits of 1.167 billion yuan, 1.179 billion yuan, and 1.269 billion yuan [7][6] - The current valuation is considered undervalued, leading to the "Accumulate" rating [6][7]

关于与国家管网集团北海液化天然气有限 责任公司签订船舶买卖合同涉及关联交易的 进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、关联交易概述 证券代码：000582 证券简称：北部湾港 公告编号：2025008 债券代码：127039 债券简称：北港转债 北部湾港股份有限公司 三、对上市公司的影响 北海码头尚未与交易对方签署《船舶买卖合同》，公司原有 业务正常开展，本次交易终止不涉及资产交割，不会对公司当期 损益产生重大影响，不会对公司日常生产经营造成不利影响。 四、备查文件 《交易终结决定书》。 特此公告 北部湾港股份有限公司（以下简称"公司"）于 2024 年 12 月 13 日召开第十届董事会第十一次会议、第十届监事会第十次会 议，并于 2024 年 12 月 30 日召开 2024 年第三次临时股东大会， 审议通过了《关于与国家管网集团北海液化天然气有限责任公司 签订船舶买卖合同涉及关联交易的议案》，公司下属全资子公司 北部湾港北海码头有限公司（以下简称"北海码头"）于 2024 年 10 月 30 日通过北部湾港产权交易所集团股份有限公司 ...