（来源：淘金ETF） 1. 洲际油气（600759） 海南自贸港核心能源企业，主营业务聚焦石油勘探开发与油气资产运营，核心布局哈萨克斯坦、马六甲 海峡等海外油气产区，同时依托海南区位优势拓展跨境能源贸易。作为海南自贸港能源产业链的重要参 与者，公司叠加了油气资源、跨境贸易、一带一路等热点概念。海南封关后，"零关税"政策将大幅降低 公司油气设备进口成本，"境内关外"的通关便利化也将加速跨境能源流转效率，预计未来三年跨境油气 贸易规模有望提升30%以上。随着自贸港能源枢纽地位的强化，公司有望依托海南政策红利，进一步整 合国内外油气资源，打造"勘探+贸易+仓储"的全产业链生态，迎来长期增长机遇。 2. 金盘科技（688676） 国内领先的高端输配电设备制造商，主营业务聚焦干式变压器、SVG等电力装备研发与生产，核心布局 海南海口及广西北海，产品广泛应用于新能源、轨道交通等领域。作为海南自贸港高端制造代表，公司 叠加了新能源、特高压、专精特新等热点概念。海南封关后，"零关税"政策将降低进口原材料成本， 15%企业所得税优惠将显著提升盈利能力，同时自贸港面向东南亚的区位优势，将助力公司拓展东盟电 力设备市场。随着海南自 ...

压制中国免税行业崛起主要因素被扭转 ，布局中国免税拐点 复盘2020 年后免税行业的走势，实际上免税走弱是受到了多重因素的影响 。一是疫情期间日韩等国采 取了高额返佣的模式导致竞争压力增加 ，而国内免税商同样加大了折扣力度导致利润下降 。二是国内 居民家庭收入预期出现了阶段性的波动 ，暂时影响了消费意愿 ，导致居民家庭" 有钱不敢花 " 。三是 供给的稀缺 ，过去中国免税店以海南离岛免税和口岸免税为主 ， 离岛免税场景过去存在 " 离岛不离境 " 的限制 ，服务的游客数量较少 ，而口岸免税店受限于经营面积和有限的购物时间缺乏足够的增长潜 力 。2024年以来，政策支持力度加码，居民收入预期改善叠加外部竞争压力缓解， 中国免税行业底部 拐点已确立 。 高端零售消费力仍存 ，信心修复后旅游零售率先复苏 整体来看，2023年以来政策对消费的刺激力度持续加大，以旧换新等短端政策带动消费意愿稳步复 苏，"924 "后消费预期指数也呈现逐步上升趋势 ，意味着长端消费信心改善 。分结构来看，"924 "后国 内一线城市房价开始止跌，2025年四季度 PPI 同比降幅逐渐收窄 ，对收入预期更为敏感的中高收入家 庭或将受益于宏 ...

1月30日，海南机场（600515）设施股份有限公司(600515)(简称：海南机场)发布《关于收购海南美兰国 际空港股份（600463）有限公司控股权全面要约结果暨关联交易进展公告》。公司表示，本次交易全面 要约环节已于2026年1月30日16:00截止，公司收到内资股要约有效接纳共计3512500股，占本公告日美 兰空港已发行股份总数的0.74%，公司全资子公司海南机场设施(香港)有限公司(以下简称"海南机场香 港")收到H股要约有效接纳共计54170087股，占本公告日美兰空港已发行股份总数的11.45%。截至目 前，本次交易股份转让环节已完成、全面要约环节已截止，公司及海南机场香港合计持有美兰空港 295182587股，占本公告日美兰空港已发行股份总数的62.38%，美兰空港股东结构符合《香港联合交易 所有限公司证券上市规则》规定的最低公众持股量要求。公司将继续推进要约价款支付及要约股份过户 相关工作。(王珞) ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600515 股票简称：海南机场 公告编号：临2026-004 海南机场设施股份有限公司 关于收购海南美兰国际空港股份有限公司控股权全面要约结果 暨关联交易进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 本次交易具体内容详见公司于2025年5月1日披露的《关于收购海南美兰国际空港股份有限公司控股权暨 关联交易的公告》（公告编号：临2025-027）。 二、进展情况 本次交易全面要约环节已于2026年1月30日16:00截止，公司收到内资股要约有效接纳共计3,512,500股， 占本公告日美兰空港已发行股份总数的0.74%，公司全资子公司海南机场设施（香港）有限公司（以下 简称"海南机场香港"）收到H股要约有效接纳共计54,170,087股，占本公告日美兰空港已发行股份总数 的11.45%。 截至目前，本次交易股份转让环节已完成、全面要约环节已截止，公司及海南机场香港合计持有美兰空 港295,182,587股，占本公告日美兰空港已发行股份总数的62.38%，美 ...

通过本次交易，海南机场实现了对海南岛内海口美兰、三亚凤凰、琼海博鳌三大国际机场的统一运营管 理，形成年旅客吞吐量超5000万人次的大型机场运营集团，奠定了自贸港空中门户一体化格局，不仅可 以增强海南机场在航线网络布局、商业资源开发、智慧机场建设等方面的整体竞争力，还可以更好地承 接封关运作带来的航空市场增量机遇，服务国际旅游消费中心和国际区域航空枢纽的建设目标。 （编辑 张昕） 本报讯 （记者李雯珊）1月30日，海南机场设施股份有限公司（以下简称"海南机场"）发布《关于收购 海南美兰国际空港股份有限公司控股权全面要约结果暨关联交易进展公告》。 该公司表示，本次交易全面要约环节已于2026年1月30日16：00截止，公司收到内资股要约有效接纳共 计3512500股，占本公告日美兰空港已发行股份总数的0.74%，公司全资子公司海南机场设施（香港） 有限公司（以下简称"海南机场香港"）收到H股要约有效接纳共计5417.0087万股，占本公告日美兰空港 已发行股份总数的11.45%。截至目前，本次交易股份转让环节已完成、全面要约环节已截止，公司及 海南机场香港合计持有美兰空港29518.2587万股，占本公告日美兰空 ...

股票代码：600515 股票简称：海南机场 公告编号：临 2026-004 海南机场设施股份有限公司 根据香港证券及期货事务监察委员会（以下简称"香港证监会"）颁布的《公 司收购及合并守则》相关规定，待上述股份转让交易完成后，将由公司作为内资股 要约人对标的公司全部已发行内资股进行全面收购要约（内资股要约人已拥有或同 意收购的内资股除外），并由公司全资子公司海南机场设施（香港）有限公司作为 H 股要约人对标的公司全部已发行 H 股进行全面收购要约（以下简称"全面要约"） （股份转让与全面要约以下合称"本次交易"）。本次全面要约拟维持美兰空港的 上市地位，本次内资股要约价格折合每股 9.85 元人民币，H 股要约价格折合每股 10.62 港元（按照内资股要约价格每股 9.85 元人民币，基于中国人民银行 2025 年 4 月 30 日公布的汇率中间价 1 港元=0.92813 人民币换算）。 本次交易具体内容详见公司于 2025 年 5 月 1 日披露的《关于收购海南美兰国际 空港股份有限公司控股权暨关联交易的公告》（公告编号：临 2025-027）。 二、进展情况 1 本次交易全面要约环节已于 2026 年 ...

紧随该等要约截止后，并计及就合共351.25万股内资股及5417.01万股H股的有效接纳，该等要约人及该 等要约人一致行动人士将持有、控制或指示2.46亿股内资股(占已发行内资股的100%)及5417.01万股H股 (占已发行H股的约23.87%)(该2.46亿股内资股及54,170,087股H股合共占已发行股份总数约63.50%)。 于2026年1月30日(星期五)下午四时正，内资股要约已接获涉及合共约351.25万股内资股(已接纳内资股) 的有效接纳，分别占于本公告日期已发行内资股及已发行股份总数约1.43%及0.74%。 美兰空港(00357)接获要约人海南机场（600515）设施股份有限公司、海南机场设施(香港)有限公司联合 公布，于2026年1月30日(星期五)下午四时正，H股要约已接获涉及合共5417.01万股H股(已接纳H股)的 有效接纳，分别占于本公告日期已发行H股及已发行股份总数约23.87%及11.45%。 ...

海南日报全媒体记者邵长春 通讯员杜涛 张翼 周舒妍 2026年春运将于2月2日正式启动，叠加9天春节假期与免税新政扩容红利，海南冬季旅游热度持续攀升。海南机场集团29日发布2026年春运出行提示，建议 旅客提前购票并合理规划行程。 根据多家在线旅游平台数据，海南民航客流规模预计超越历史同期。结合当前预订趋势，热门航线TOP5为：北京-三亚、上海-三亚、北京-海口、上海-海 口、成都-三亚；除前述热门航线外，北京、上海、成都、深圳、杭州为入岛主力客源地，重庆、哈尔滨、西安等城市的航线热度亦显著上升。 3.提前规划返程机票：春节假期结束后，2月21日至23日将出现首轮返程高峰，建议提前预订往返机票，避免因临近出行错失优惠、影响行程。 海南岛内三大机场——海口美兰机场、三亚凤凰机场、琼海博鳌机场区位覆盖全岛，形成互补布局，并通过高铁、高速、租车等多维交通网络实现高效互 通，旅客可根据目的地就近选择机场。 春运作为年度出行旺季，掌握科学的订票攻略能有效降低出行开支： 1.抓住预订初期黄金时机：目前部分航线仍有优惠票价，建议尽早锁定行程。 2.关注余票紧张节点：预计1月30日前后，部分热门航线将出现余票紧张；2月13日 ...

证券日报网讯1月26日，供销大集（000564）在互动平台回答投资者提问时表示，截至2025年6月30日， 公司持有的海南机场（600515）账面价值为1.17亿元，公司在年度报告、半年度报告中对此持续披露。 海南望海国际是海南省首批境外旅客购物离境退税定点商场，即境外旅客在海南望海国际购买商品后， 办理退税申请并取得相应退税凭证后，本人携带退税物品和相关退税凭证在离境时经海关验核确认，最 终由退税代理机构办理完成退税业务。望海国际离境退税业务正常运营。 ...

1. Report Industry Investment Rating - No information provided in the given content 2. Core View of the Report - The continuous improvement of the stock market since 2026 is the result of the joint action of four factors: the resonance of the technology cycle, the release of policy dividends, the improvement of economic recovery, and the return of overseas funds. The market has gradually shifted from being dominated by valuation expansion to a new stage driven by earnings. It is expected that in 2026, supply - side reforms will continue, pushing up the prices of commodities and driving up resource - based stocks. With the continuous release of policy effects, the further enhancement of economic recovery momentum, and the continuous progress of overseas funds allocating Chinese assets, the stock market is expected to continue its volatile upward trend [2] 3. Summary According to Relevant Catalogs 3.1 Stock Index Futures Market - **IF Contracts**: The previous two - day closing prices of IF contracts (IF当月, IF下月, IF下季, IF隔季) were 4722.00, 4719.40, 4683.00, 4626.00 respectively, and the previous day's closing prices were 4704.00, 4709.20, 4687.60, 4647.00. The price changes were - 16.20, - 7.20, 6.80, 23.60, and the corresponding price change rates of the CSI 300 were - 0.34, - 0.15, 0.15, 0.51. The trading volumes were 28815.00, 84474.00, 20706.00, 6487.00, and the positions were 42005.00, 173887.00, 72508.00, 11330.00. The changes in positions were 3960.00, - 417.00, 4100.00, 2530.00 [1] - **IH Contracts**: The previous two - day closing prices of IH contracts (IH当月, IH下月, IH下季, IH隔季) were 3057.00, 3061.20, 3057.60, 3025.80 respectively, and the previous day's closing prices were 3032.40, 3037.80, 3036.00, 3006.00. The price changes were - 22.20, - 20.20, - 19.60, - 15.60, and the corresponding price change rates of the SSE 50 were - 0.73, - 0.66, - 0.64, - 0.52. The trading volumes were 11094.00, 38693.00, 8525.00, 3725.00, and the positions were 16044.00, 63802.00, 23537.00, 5388.00. The changes in positions were 2026.00, 4793.00, 2711.00, 1709.00 [1] - **IC Contracts**: The previous two - day closing prices of IC contracts (IC当月, IC下月, IC下季, IC隔季) were 8404.00, 8400.00, 8309.60, 8195.20 respectively, and the previous day's closing prices were 8656.20, 8658.20, 8578.80, 8491.00. The price changes were 277.00, 281.20, 297.00, 320.60, and the corresponding price change rates of the CSI 500 were 3.31, 3.36, 3.59, 3.92. The trading volumes were 29259.00, 103171.00, 32896.00, 10967.00, and the positions were 51809.00, 179892.00, 88549.00, 20975.00. The changes in positions were - 995.00, 5740.00, 3581.00, 3280.00 [1] - **IM Contracts**: The previous two - day closing prices of IM contracts (IM当月, IM下月, IM下季, IM隔季) were 8318.00, 8292.60, 8119.20, 7952.00 respectively, and the previous day's closing prices were 8531.80, 8516.60, 8366.20, 8219.00. The price changes were 239.80, 252.80, 275.60, 295.00, and the corresponding price change rates of the CSI 1000 were 2.89, 3.06, 3.41, 3.72. The trading volumes were 39087.00, 128628.00, 39676.00, 15595.00, and the positions were 66131.00, 195577.00, 107740.00, 26555.00. The changes in positions were 3449.00, 8990.00, 4814.00, 6473.00 [1] - **Inter - month Spreads**: The current inter - month spreads of IF下月 - IF当月, IH下月 - IH当月, IC下月 - IC当月, IM下月 - IM当月 were 5.20, 5.40, 2.00, - 15.20 respectively, and the previous values were - 2.60, 4.20, - 4.00, - 25.40 [1] 3.2 Stock Index Spot Market - **CSI 300 Index**: The previous value of the CSI 300 index was 4702.50, with a trading volume of 314.64 billion lots and a total trading amount of 7556.18 billion yuan. The previous two - day value was 4723.71, with a trading volume of 274.20 billion lots and a total trading amount of 6902.35 billion yuan. The price change rate was - 0.45 [1] - **SSE 50 Index**: The previous value of the SSE 50 index was 3032.19, with a trading volume of 69.02 billion lots and a total trading amount of 2004.56 billion yuan. The previous two - day value was 3053.13, with a trading volume of 62.92 billion lots and a total trading amount of 1934.11 billion yuan. The price change rate was - 0.69 [1] - **CSI 500 Index**: The previous value of the CSI 500 index was 8590.17, with a trading volume of 319.69 billion lots and a total trading amount of 6394.21 billion yuan. The previous two - day value was 8387.60, with a trading volume of 268.81 billion lots and a total trading amount of 5461.38 billion yuan. The price change rate was 2.42 [1] - **CSI 1000 Index**: The previous value of the CSI 1000 index was 8470.74, with a trading volume of 393.04 billion lots and a total trading amount of 6819.48 billion yuan. The previous two - day value was 8309.35, with a trading volume of 328.56 billion lots and a total trading amount of 5718.06 billion yuan. The price change rate was 1.94 [1] - **Industry Indexes**: The price change rates of different industries in the CSI 300 industry index were as follows: energy - 1.82%, raw materials 0.99%, industry 0.72%, optional consumption - 0.70%, major consumption - 0.23%, medical and health 0.10%, real estate and finance - 0.89%, information technology - 0.70%, telecommunications business - 3.13%, public utilities - 0.91 [1] 3.3 Futures - Spot Basis - **IF Contracts and CSI 300**: The previous values of IF当月 - CSI 300, IF下月 - CSI 300, IF下季 - CSI 300, IF隔季 - CSI 300 were 1.50, 6.70, - 14.90, - 55.50 respectively, and the previous two - day values were - 1.71, - 4.31, - 40.71, - 97.71 [1] - **IH Contracts and SSE 50**: The previous values of IH当月 - SSE 50, IH下月 - SSE 50, IH下季 - SSE 50, IH隔季 - SSE 50 were 0.21, 5.61, 3.81, - 26.19 respectively, and the previous two - day values were 3.87, 8.07, 4.47, - 27.33 [1] - **IC Contracts and CSI 500**: The previous values of IC当月 - CSI 500, IC下月 - CSI 500, IC下季 - CSI 500, IC隔季 - CSI 500 were 66.03, 68.03, - 11.37, - 99.17 respectively, and the previous two - day values were 16.41, 12.41, - 78.00, - 192.40 [1] - **IM Contracts and CSI 1000**: The previous values of IM当月 - CSI 1000, IM下月 - CSI 1000, IM下季 - CSI 1000, IM隔季 - CSI 1000 were 61.06, 45.86, - 104.54, - 251.74 respectively, and the previous two - day values were 8.65, - 16.75, - 190.15, - 357.35 [1] 3.4 Other Domestic and Overseas Indexes - **Domestic Indexes**: The previous values of the Shanghai Composite Index, Shenzhen Component Index, Small and Medium - sized Board Index, and ChiNext Index were 4136.16, 14439.66, 8883.33, 3349.50 respectively, and the previous two - day values were 4122.58, 14327.05, 8822.34, 3328.65. The price change rates were 0.33%, 0.79%, 0.69%, 0.63% respectively [1] - **Overseas Indexes**: The previous values of the Hang Seng Index, Nikkei 225, S&P 500, and DAX Index were 26749.51, 53846.87, 6915.61, 24900.71 respectively, and the previous two - day values were 26629.96, 53688.89, 6913.35, 24856.47. The price change rates were 0.45%, 0.29%, 0.03%, 0.18% respectively [1] 3.5 Macro Information - The "Several Measures of Beijing Municipality on Promoting the Development and Utilization of Commercial Satellite Remote - Sensing Data Resources (2026 - 2030)" encourages capable enterprises to conduct mergers and acquisitions of upstream and downstream satellite data enterprises, integrate and improve the ground station network and data application service industrial chain, and build leading enterprises with global competitiveness. It also supports enterprises in planning and building commercial satellite constellations with differentiated advantages, clear commercial value, and clear application prospects [2] - According to the National Bureau of Statistics' monitoring of the market prices of 50 important production materials in 9 major categories in the national circulation field, from mid - January to early January 2026, the prices of 29 products increased, 13 decreased, and 8 remained unchanged. The price of live pigs (external ternary) increased by 0.4 yuan/kg, a 3.2% increase [2] - During the Spring Festival, Sichuan Province will hold more than 2400 cultural, tourism, business, and sports activities and launch ten major boutique activities. The province's consumption discounts will exceed 40 million yuan, including 20 million yuan in cultural and tourism consumption vouchers, 16 million yuan in movie consumption vouchers, and 100,000 free scenic - spot tickets [2] - As of now, 8 banks in the A - share market have successively disclosed their 2025 performance reports, and all of these institutions achieved positive growth in net profit attributable to shareholders. The performance reports have three notable features: the asset scales of the 8 listed banks all expanded steadily, with small and medium - sized banks leading in growth; the non - performing loan ratio remained favorable, and no bank had an obvious rebound in the non - performing ratio; most banks increased their provision for bad debts, but the provision coverage ratio was still declining [2] - After the disclosure of the Q4 2025 fund reports, the latest positions of public FOFs, the "professional buyers", emerged. In Q4 last year, FOFs continued to favor low - risk products, and short - term financing ETFs became their top - held variety. Amid the record - high international gold prices, FOFs generally reduced their holdings of gold ETFs and instead significantly increased their holdings of gold - stock ETFs, showing a unique "gold - hunting" strategy [2] 3.6 Industry Information - The 2026 Beijing International Commercial Space Exhibition was held from January 23rd to 25th, and a number of star products and solutions representing the forefront of China's commercial space technology were on display. In the field of launch vehicles, LandSpace Technology exhibited models of the improved Zhuque - 2 liquid - oxygen methane launch vehicle and the reusable Zhuque - 3 launch vehicle [2] - The National Development and Reform Commission recently issued the "Opinions on Promoting the Healthy and Sustainable Development of Inter - city Railways", proposing to give priority to supporting the planning and construction of inter - city railways in key urban agglomerations with active economies and high population density, such as the Beijing - Tianjin - Hebei region, the Yangtze River Delta, the Guangdong - Hong Kong - Macao Greater Bay Area, and the Chengdu - Chongqing economic circle. It is strictly prohibited to build high - speed railways and urban rail transit projects in the name of inter - city railways. Projects with illegal debt - raising or without clear sources of debt repayment and operation subsidy funds will not be approved. Debt - high - risk regions are not allowed to increase local government debt for new inter - city railway projects [2] - As the Spring Festival approaches, the enthusiasm for "traveling south to avoid the cold" and duty - free shopping on Hainan Island continues to heat up, and ticket bookings have entered a peak period. Data from multiple online travel platforms show that Haikou and Sanya are among the top domestic destinations. Hainan Airport's passenger throughput during the 2026 Spring Festival travel season is expected to reach 8.175 million person - times, setting a new record for the same period [2] 3.7 Stock Index Views - U.S. stocks were mixed. In the previous trading day, stock indexes continued to diverge, with the power equipment sector leading the gains and the communication sector leading the losses. The market turnover was 3.12 trillion yuan. In terms of funds, on January 22nd, the margin trading balance increased by 3.972 billion yuan to 2.707543 trillion yuan [2]