（文章来源：每日经济新闻） 每经AI快讯，2月5日，免税概念午后走强，海南发展直线拉升涨超7%，凯撒旅业、珠免集团、中百集 团、海峡股份等个股跟涨。 ...

2月5日，海南发展涨5.67%，截至发稿，报18.09元/股，成交16.83亿元，换手率11.87%，总市值152.85 亿元。 广发中证基建工程ETF（516970）基金经理为霍华明。 截至发稿，霍华明累计任职时间8年294天，现任基金资产总规模655.25亿元，任职期间最佳基金回报 102.92%， 任职期间最差基金回报-30.43%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，海控南海发展股份有限公司位于广东省深圳市南山区南海大道2061号新保辉大厦17层，成立 日期1995年6月22日，上市日期2007年8月23日，公司主营业务涉及建筑幕墙工程设计、施工和生产、销 售幕墙玻璃制品、家电玻璃等。主营业务收入构成为：幕墙与内装工程78.85%，特玻材料12.50%，幕 墙玻璃制品8.89%。 从海南发展十大流通股东角度 数据显示，广发基金旗下1只基金位居海南发展十大流通股东。广发中证基建工程E ...

Group 1 - Intercontinental Oil and Gas focuses on oil exploration and development, with significant operations in Kazakhstan and the Malacca Strait, benefiting from the Hainan Free Trade Port's zero-tariff policy which will reduce equipment import costs and enhance cross-border energy trade efficiency, with a projected 30% increase in trade scale over the next three years [1][34] - Jinpan Technology, a leading manufacturer of high-end power distribution equipment, will benefit from reduced raw material costs and a 15% corporate income tax reduction, enhancing profitability and enabling expansion into the ASEAN power equipment market [2][35] - Hainan Airlines, a major player in the aviation sector, expects a significant increase in passenger traffic due to the visa-free policy for 86 countries and duty-free upgrades, with projected passenger volume exceeding 80 million by 2026 [3][36] Group 2 - Junda Co., a top photovoltaic cell manufacturer, anticipates growth in its solar business due to reduced equipment costs and tax incentives, with plans to participate in Hainan's integrated wind and solar storage projects [4][37] - Caesar Travel, a comprehensive tourism service provider, expects a doubling of cross-border tourism business and a significant increase in tourist arrivals, with projections of 180 million visitors by 2026 [5][38] - Xinda A, a diversified company focusing on motorcycle manufacturing and coal mining, aims to leverage the zero-tariff policy to enhance profitability and expand into the electric vehicle market [6][39] Group 3 - ST Huluwawa, a leading pediatric pharmaceutical company, will benefit from reduced raw material costs and tax incentives, with plans to expand into the ASEAN pharmaceutical market [8][40] - Hainan Ruize, a construction industry leader, anticipates a surge in infrastructure demand with projected investments exceeding 100 billion by 2026, benefiting from the Hainan Free Trade Port's policies [9][42] - Hainan Airport, a key player in airport operations, expects a doubling of cargo business and significant passenger growth due to the visa-free policy and duty-free upgrades [10][43] Group 4 - Hainan Development, an investment platform, anticipates a substantial increase in duty-free sales, projected to exceed 100 billion by 2026, benefiting from the Hainan Free Trade Port's policies [11][45] - Hainan Highway, a major highway operator, expects a significant increase in traffic volume, projected to exceed 200 million vehicles by 2026, benefiting from the integration of tourism and real estate [20][56] - Hainan Rubber, the world's largest natural rubber producer, aims to expand its market presence in ASEAN due to favorable trade policies and tax incentives [21][57]

Core Viewpoint - The decoration and renovation sector experienced a notable increase, with a 2.04% rise on February 3, led by Mingdiao Co., which surged by 10.01% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. - Mingdiao Co. (002830) led the sector with a closing price of 28.14 and a significant increase of 10.01%, with a trading volume of 155,500 shares and a transaction value of 424 million yuan [1]. - Other notable performers included Decai Co. (605287) with a 7.31% increase, closing at 51.51, and ST Dongyi (002713) with a 5.02% increase, closing at 9.62 [1]. Group 2: Capital Flow - The decoration and renovation sector saw a net inflow of 2.3796 million yuan from institutional investors, while retail investors contributed a net inflow of 8.916 million yuan [2]. - The sector experienced a net outflow of 91.5404 million yuan from speculative funds [2]. - Key stocks like Decai Co. and Mingdiao Co. had varying capital flows, with Decai Co. experiencing a net outflow of 23.9912 million yuan from institutional investors [3].

Core Viewpoint - The decoration and renovation sector experienced a decline of 1.62% on January 28, with Haosai leading the drop, while the Shanghai Composite Index rose by 0.27% and the Shenzhen Component Index increased by 0.09% [1]. Group 1: Market Performance - The decoration and renovation sector's stocks showed mixed performance, with notable gainers including Kexin Development, which rose by 4.34% to a closing price of 14.20, and Yaxia Co., which increased by 0.96% to 4.21 [1]. - Conversely, several stocks faced declines, with Haosai dropping by 9.85% to 14.46, and ST Baoying falling by 5.10% to 4.47 [2]. Group 2: Trading Volume and Value - Kexin Development had a trading volume of 92,000 shares and a transaction value of 132 million yuan, while Yaxia Co. recorded a trading volume of 215,000 shares with a transaction value of approximately 90.38 million yuan [1]. - The overall trading activity in the decoration and renovation sector indicated a net outflow of 137 million yuan from major funds, while retail investors saw a net inflow of 35.83 million yuan [2]. Group 3: Fund Flow Analysis - Major funds showed a net outflow from Hainan Development amounting to 57.89 million yuan, while retail investors contributed a net inflow of 28.44 million yuan [3]. - Yaxia Co. experienced a net inflow of 617,780 yuan from major funds, but retail investors withdrew a net of 331,430 yuan [3].

证券代码：002163 证券简称：海南发展 公告编号：2026-009 海控南海发展股份有限公司 关于履行担保责任的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、情况概述 （一）担保审批情况 海控南海发展股份有限公司（以下简称"公司"或"海南发展"） 于 2024 年 4 月 17 日召开第八届董事会第九次会议及 2024 年 5 月 15 日召开 2023 年年度股东大会，审议通过了《关于 2024 年公司提供融 资担保事项的议案》，公司及合并报表范围内子公司 2024 年度预计 提供融资担保额度不超过人民币 26.79 亿元，其中公司为海控三鑫 （蚌埠）新能源材料有限公司（以下简称"海控三鑫"）提供担保额 度为 3.69 亿元。公司于 2024 年 11 月 27 日召开第八届董事会第十五 次会议及 2024 年 12 月 16 日召开 2024 年第四次临时股东大会，审议 通过了《关于为控股子公司海控三鑫（蚌埠）新能源材料有限公司提 供融资担保事项的议案》，公司向海控三鑫调剂增加 0.17 亿元担保 额度，即 2024 年度公司向海控三鑫提供 ...

Core Viewpoint - The establishment of the free trade port policy and the continuous optimization of industrial policies have significantly enhanced the foundation of the life and health industry in Hainan [1] Group 1: Industry Development - The provincial government has proposed the "45432" industrial plan, which aims to create a modern industrial system with distinctive advantages for Hainan, highlighting the strategic importance of the life and health industry [1] - The life and health industry in Hainan is expected to integrate research and development, production, and payment, combining health maintenance and medical services [1] Group 2: Innovation and Case Study - The example of Hainan Subsang Biotechnology Co., Ltd. illustrates the importance of innovation, having established a key laboratory for sports regeneration and developed leading-edge drugs and treatments in areas such as osteoarthritis and neurological conditions [1] - The company has successfully integrated advanced biomaterials and stem cell technologies to achieve significant results in its research and development efforts [1]

Group 1 - The core viewpoint of the article is that Hainan Development has provided insights into its subsidiary, Wangying Technology, which focuses on brand e-commerce services across five key sectors [2] Group 2 - Wangying Technology is service-oriented and specializes in the beauty, maternal and infant, pet, food, and apparel industries [2]

（文章来源：证券日报） 证券日报网讯 1月26日，海南发展在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东 人数为149925户。 ...

证券之星消息，1月26日装修装饰板块较上一交易日下跌1.4%，海南发展领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。装修装饰板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603828 | ST柯利达 | 7.38 | 2.36% | 11.76万 | 8501.67万 | | | 603030 | 全筑股份 | 3.11 | 2.30% | 89.88万 | | 2.82亿 | | 605287 | 德才股份 | 46.79 | 2.21% | 15.82万 | | 7.63亿 | | 002047 | *ST宝鹰 | 4.58 | 2.00% | 37.54万 | | 1.70亿 | | 002856 | 美芝股份 | 15.62 | 1.10% | 6.08万 | 9444.02万 | | | 002620 | ST瑞和 | 6.44 | 0.47% | 8.19万 | 5244.77万 | ...