12月31日，海南机场跌1.17%，截至发稿，报5.09元/股，成交3.31亿元，换手率0.70%，总市值581.55亿 元。 资料显示，海南机场设施股份有限公司位于海南省海口市美兰区国兴大道3号互联网金融大厦C座，成 立日期1993年5月12日，上市日期2002年8月6日，公司主营业务涉及机场投资经营管理、房地产开发等 业务。主营业务收入构成为：机场管理业务42.31%，房地产业务23.41%，物业管理业务15.57%，其他 (补充)14.08%，免税与商业业务4.63%。 从海南机场十大流通股东角度 华泰柏瑞沪深300ETF（510300）基金经理为柳军。 截至发稿，柳军累计任职时间16年215天，现任基金资产总规模5425.04亿元，任职期间最佳基金回报 153.27%， 任职期间最差基金回报-45.64%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华泰柏瑞基金旗下1只基金位居海南机场十大流通股东。华泰柏瑞沪深300ETF（51 ...

Core Viewpoint - Hainan's three major airports have achieved an annual passenger throughput of over 50 million for the first time, marking a significant milestone in the development of Hainan Free Trade Port [1][3] Group 1: Airport Development - The three major airports in Hainan, namely Haikou Meilan, Sanya Phoenix, and Qionghai Boao, have officially entered the "50 million level" aviation province category by 2025 [3] - The Hainan Airport Group is focusing on optimizing the route network to create a transportation pattern characterized by "dense domestic express lines and expanded international routes" [3] Group 2: Strategic Initiatives - Future plans include strengthening infrastructure construction and promoting the development of an airport cluster with "one main, one secondary, two branches, and one cargo" [3] - The group aims to enhance the capacity of Haikou and Sanya airports through airspace optimization and to build an international route network that serves as a regional hub for the Pacific and Indian Oceans [3] - The utilization of the Free Trade Port's "zero tariff" policy will be leveraged to cultivate and expand core industries of the airport economy, contributing to the high-quality construction of Hainan Free Trade Port [3]

首次突破5000万人次，海南自贸港航空年客运量创历史新高—— 潮起两洋通天下 五千万客绘新篇 12月30日，南方航空成都至海口航班平稳落地海口美兰国际机场。海南日报全媒体记者 袁琛 摄 海南日报全媒体记者 邵长春 通讯员 杜涛 张翼 周舒妍 杨旻哲 葛芬 时光的指针指向2025年12月，海南自贸港迎来载入史册的时刻。 12月18日，海南自贸港全岛封关正式启动，高水平对外开放的宏伟画卷，就此铺展全新篇章。 12月30日，在民航局和海南省委、省政府的大力支持下，海口美兰、三亚凤凰、琼海博鳌传来振奋人心 的捷报——海南控股旗下岛内三大机场年度旅客吞吐量首次突破5000万人次，一举刷新海南民航发展的历史 纪录。 当海南航空曼谷至海口国际航班平稳落地，当南方航空成都至海口航班滑入停机位，这场跨越山海的客 流汇聚，迎来高光时刻。 当天，海口美兰国际机场停机坪上，省市相关部门、民航各单位与海南控股、海南机场集团代表齐聚， 共同见证这一里程碑式的跨越。 5000万人次，是政企同心的奋斗结晶，是部门联动的协作硕果，也是自贸港航空服务体系日趋完善的有 力印证，更奏响了全岛封关新阶段，海南自贸港空港高质量发展的强劲序曲。 A 织密 ...

杨小滨表示，未来，海南机场集团将乘着海南自贸港扩大开放的东风，提升面向太平洋、印度洋国际航 空枢纽能级，全面服务海南自贸港建设。(完) "海南自贸港年旅客突破5000万人次不仅仅是量的提升，也是航线质量的提升。目前，海南航线网络的 广度、密度、通达性与枢纽功能都实现了系统性提高。"海南机场集团总裁杨小滨说。 截至目前，在国内航线方面，海南机场已实现与国内省会城市和重点城市全覆盖，开通了12条海南与北 上广深等中心城市的"自贸港国内快线"。 在国际航线方面，海南机场开通的国际及地区航线已有92条，连接亚洲、欧洲、大洋洲、中东等23国45 个城市。其中，第五航权客货运航线达到14条；12月21日开通中国首条第七航权客运航线，实现最高水 平航权开放形态在海南自贸港落地。 中新网海口12月30日电 (记者 符宇群)据海南机场集团30日消息，截至12月30日下午，2025年海南自贸 港海口美兰、三亚凤凰、琼海博鳌三大机场年度旅客吞吐量首次突破5000万人次，刷新年度客流新纪 录。 12月30日下午，随着海南航空曼谷至海口、南方航空成都至海口航班相继落地，2025年海南自贸港年度 航空旅客吞吐量首次突破5000万人次。中 ...

Group 1 - The core objective of Hainan's customs closure is to transition from "factor flow-based openness" to "institutional openness," characterized by the mechanism of "one line open, two lines controlled, and island-wide freedom" [2][4] - The number of zero-tariff items has expanded from 1,900 to 6,600, covering 74% of product categories, which directly reduces import costs for enterprises [5] - The policies post-closure are expected to empower development, enhancing corporate profitability and attracting industries through tax incentives and optimized regulations [5] Group 2 - The customs closure aligns with Hainan's key industries such as tourism, modern manufacturing, high-tech industries, and tropical agriculture, providing differentiated development opportunities for listed companies [6] - Hainan's airport operations are expected to see increased traffic, with international passenger volume projected to exceed 2.4 million, benefiting companies like Hainan Development through infrastructure demands [7] - In the tropical agriculture sector, companies like Hainan Rubber and Shennong Seed Industry will benefit from zero-tariff policies, significantly lowering market expansion costs and enhancing their international market reach [8]

2025年12月18日，海南自由貿易港全島封關運作正式啟動，當下自貿港建設的里程碑，更向世界傳遞出清晰堅 定開放承諾。對於海南而言，封關不是終點，反而是更高水準開放的起點。僅僅一周後的12月24日，深耕海南 的美蘭空港（00357.HK）披露海南機場（600515.SH）完成收購其50.19%股權及由此觸發全面要約收購的公 告，兩大重磅事件在時間點上形成了深具意義的利好因素。收購本身不僅不會改變公司穩定運營的現況，反之 是長期價值投資的新契機，更是在自貿港歷史機遇全面開啟的關頭，為美蘭空港的未來按下「加速鍵」，隨著 自貿港政策利好因素，加速轉化進入價值兌現週期。 從「獨立門戶」到「旗艦領航」：戰略協同的質變 此前，美蘭空港主要業務為運營海南的海口美蘭國際機場，海南省内其餘兩個國際機場歸屬海南機場。 本次收購完成後，海南機場將統一調配全島航空資源，有能力在航線網絡、時刻分配、投資建設上進行 全局最優規劃。美蘭空港作為核心樞紐，將從全省一盤棋的戰略中獲取更優先的資源傾斜，其「全島客 流集散中心」的地位將空前鞏固。而統一採購、統一管理、統一技術標準所帶來的規模效應，有望直接 助力美蘭空港降低運營成本。更重要的是，在 ...

Group 1 - Hainan Airlines (600221) focuses on international, domestic, and regional air passenger and cargo transportation, operating nearly 1800 routes and covering all provinces in China, as well as over 100 international routes [1][30] - Hainan Airport (600515) operates major airports in Hainan and is involved in airport construction, management, and related industries, including aircraft maintenance and logistics [2][31] - Zhongtung High-tech (000657) is a state-owned enterprise focusing on the tungsten and hard alloy industry, with a complete industrial chain from tungsten ore to products, and is involved in high-end manufacturing sectors [3][32] Group 2 - Jinpan Technology (688676) is a key player in the new energy sector, specializing in the research and manufacturing of power distribution and control equipment, benefiting from supportive policies in Hainan [4][33] - Haixia Co., Ltd. (002320) controls important maritime transport routes, enhancing its passenger and cargo transport services, and is positioned to benefit from increased demand post-border closure [5][34] - Hainan Mining (601969) focuses on mineral resource extraction and processing, with products supporting the new energy battery industry, and is exploring green development models [6][35] Group 3 - Hainan Rubber (601118) is a leading enterprise in natural rubber production, extending its business into rubber products and international trade, leveraging Hainan's free trade policies [7][36] - Guangsheng Nonferrous (600259) specializes in non-ferrous metal mining and smelting, with a focus on rare earths and tungsten, essential for high-end manufacturing and new energy sectors [8][37] - Haima Automobile (000572) is transitioning into the new energy vehicle sector, supported by Hainan's policies, and is expanding its production capabilities [9][38] Group 4 - Haide Co., Ltd. (000567) focuses on distressed asset management, with a strategy to optimize asset allocation in the region, and is involved in photovoltaic projects [10][39] - Hainan Public Transport Group (603069) provides passenger transport services and is enhancing its operations through the integration of duty-free services [11][40] - Junda Co., Ltd. (002865) is engaged in the new energy sector, focusing on photovoltaic battery research and manufacturing, and is expanding its market presence [12][41] Group 5 - Luoniushan (000735) is involved in livestock farming and related industries, leveraging Hainan's agricultural resources to expand its market [13][42] - Jingliang Holdings (000505) focuses on oil processing and food manufacturing, utilizing Hainan's logistics advantages for trade [14][43] - Hainan Coconut Island (600238) specializes in alcoholic beverages, particularly health wines, and is expanding its market through tourism channels [15][44] Group 6 - Hainan Haiyao (000566) is a pharmaceutical manufacturer focusing on chemical raw materials and traditional Chinese medicine, benefiting from supportive policies for the pharmaceutical industry [16][45] - Hainan Ruize (002596) produces construction materials and is involved in tourism, aligning its business with Hainan's infrastructure development [17][46] - Hainan Expressway (000886) operates key highways in Hainan and is expanding its business through tourism and duty-free services [18][47] Group 7 - Puli Pharmaceutical (300630) specializes in chemical drug development and international market expansion, leveraging Hainan's trade policies [19][48] - Shennong Technology (300189) focuses on seed research and production, aiming to expand its market through trade policies [20][49] - Shuangcheng Pharmaceutical (002693) is dedicated to peptide drug development and international market expansion, supported by Hainan's policies [21][50] Group 8 - Xinlong Holdings (000955) specializes in non-woven fabrics and related products, with a focus on medical and industrial applications, and is exploring export opportunities [22][51] - ST Intercontinental (600759) is involved in oil and gas exploration and is expanding into the hydrogen energy sector [23][52] - Huawen Group (000793) operates in media, tourism, and supply chain services, aiming for growth through Hainan's logistics advantages [24][53]

责任编辑：小浪快报 第1笔成交价格为5.39元，成交2,000.00万股，成交金额10,780.00万元，溢价率为-2.71%，买方营业部为 机构专用，卖方营业部为广发证券股份有限公司广州马场路广发证券大厦证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为2.62亿元。该股近5个交易日累计 上涨16.14%，主力资金合计净流出4.13亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月26日，海南机场收涨4.92%，收盘价为5.54元，发生1笔大宗交易，合计成交量2000万股，成交金额 1.08亿元。 ...

12月26日，海南机场大宗交易成交2000万股，成交额1.08亿元，占当日总成交额的3.53%，成交价5.39 元，较市场收盘价5.54元折价2.71%。 ...

Market Performance - The real estate development sector increased by 0.31% compared to the previous trading day, with Bright Real Estate leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Individual Stock Performance - Bright Real Estate (600708) closed at 3.58, with a rise of 10.15% and a trading volume of 618,600 shares, amounting to a transaction value of 216 million yuan [1] - Hualian Holdings (000036) also saw a significant increase, closing at 7.81 with a 10.00% rise and a trading volume of 520,700 shares, totaling 407 million yuan [1] - Suzhou Gaoxin (600736) closed at 6.61, up 9.98%, with a trading volume of 844,300 shares and a transaction value of 553 million yuan [1] - Other notable gainers include Sanxiang Impression (000863) with a 9.96% increase and a closing price of 5.63, and Wantong Development (600246) with a 5.84% rise [1] Capital Flow Analysis - The real estate development sector experienced a net outflow of 256 million yuan from institutional investors, while retail investors saw a net inflow of 263 million yuan [2] - The capital flow data indicates that institutional investors withdrew funds, while retail investors were net buyers in the sector [2] Detailed Capital Flow for Selected Stocks - Wantong Development (600246) had a net inflow of 276 million yuan from institutional investors, but a net outflow of 65.75 million yuan from retail investors [3] - Hualian Holdings (000036) saw a net inflow of 143 million yuan from institutional investors, with significant outflows from both retail and speculative investors [3] - Bright Real Estate (600708) reported a net inflow of 56.55 million yuan from institutional investors, while retail investors withdrew funds [3]