证券日报网讯1月5日，海南发展（002163）在互动平台回答投资者提问时表示，若涉及应披露的事项， 公司将严格按照法律法规的规定及时履行信息披露义务。 ...

证券日报网讯 1月5日，海南发展在互动平台回答投资者提问时表示，根据上市公司信披要求，公司将 在2025年度定期报告中披露2025年度经营情况及公司未来发展展望，请关注后续定期报告的披露。 （文章来源：证券日报） ...

Group 1 - The duty-free shop concept index declined by 1.08%, ranking among the top declines in concept sectors, with Hainan Development hitting the limit down, and Hainan Airport, and Caesar Travel Industry also experiencing significant declines [1] - Among the duty-free shop concept stocks, 13 stocks saw price increases, with China Merchants Shekou, Dongbai Group, and Tibet Zhufeng leading the gains at 4.40%, 3.20%, and 1.99% respectively [1] - The duty-free shop sector experienced a net outflow of 1.51 billion yuan from main funds, with 19 stocks seeing net outflows, and 5 stocks exceeding 100 million yuan in outflows, led by China Duty Free Group with a net outflow of 606 million yuan [2] Group 2 - The top gainers in today's concept sectors included brain-computer interfaces at 13.70%, high-pressure oxygen chambers at 7.01%, and blood oxygen monitors at 5.65%, while the Hainan Free Trade Zone and duty-free shop concepts saw declines of 2.93% and 1.08% respectively [2] - The main funds saw significant inflows into stocks such as China Merchants Shekou, Dongbai Group, and Shanghai Port Group, with net inflows of 78.56 million yuan, 64.29 million yuan, and 29.35 million yuan respectively [2] - The duty-free shop concept stocks with the largest net outflows included China Duty Free Group, Hainan Development, and Hainan Airport, with net outflows of 606.9 million yuan, 566.7 million yuan, and 186.1 million yuan respectively [3]

证券代码：002163 证券简称：海南发展 公告编号：2026-001 海控南海发展股份有限公司 关于履行担保责任的公告 （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融资担保额度由 3.69 亿元调 整为 3.86 亿元，2024 年度公司向资产负债率超过 70%的其他主体提 ...

Core Viewpoint - The company has provided a financing guarantee for its subsidiary, Haikong Sanxin (Bengbu) New Energy Materials Co., Ltd, which is now facing bankruptcy liquidation, leading to significant financial implications for the company [1] Group 1: Financial Obligations - The total amount of signed and active guarantee contracts is 184 million yuan, with a remaining principal of 18 million yuan for the main debt [1] - The company has cumulatively fulfilled guarantee responsibilities amounting to 290 million yuan [1] - Due to the bankruptcy of Haikong Sanxin, the company has made an advance repayment of 43.1 million yuan to the Bank of China, Bengbu Branch [1] Group 2: Risk and Recovery - Haikong Sanxin has provided collateral in the form of its own movable and immovable assets for the guarantees [1] - The company intends to pursue legal recovery for the amounts paid on behalf of Haikong Sanxin [1] - The company faces risks related to the repayment obligations and the potential inability to recover the debts fully [1]

近半年该股累计上榜龙虎榜11次，上榜次日股价平均涨5.68%，上榜后5日平均涨5.68%。 资金流向方面，今日该股主力资金净流出5.67亿元，其中，特大单净流出4.28亿元，大单资金净流出 1.39亿元。近5日主力资金净流出10.42亿元。 融资融券数据显示，该股最新（12月31日）两融余额为6.94亿元，其中，融资余额为6.89亿元，融券余 额为512.80万元。近5日融资余额合计增加1.40亿元，增幅为25.61%，融券余额合计增加173.79万元，增 幅51.26%。（数据宝） 海南发展1月5日交易公开信息 海南发展今日跌停，全天换手率11.55%，成交额20.28亿元，振幅5.08%。龙虎榜数据显示，机构净卖出 3215.71万元，深股通净买入6287.05万元，营业部席位合计净卖出1.07亿元。 深交所公开信息显示，当日该股因日跌幅偏离值达-12.00%上榜，机构专用席位净卖出3215.71万元，深 股通净买入6287.05万元。 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6.03亿元，其中，买入成交额为2.63亿 元，卖出成交额为3.39亿元，合计净卖出7600.96万元。 具体来看 ...

证券之星消息，1月5日装修装饰板块较上一交易日下跌0.06%，海南发展领跌。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。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) | | --- | --- | --- | --- | --- | --- | | 605287 | 德才股份 | 28.51 | 9.99% | 6.89万 | 1.91亿 | | 002375 | 亚厦股份 | 4.04 | 6.60% | 47.41万 | 1.89亿 | | 002081 | 金螳螂 | 3.63 | 6.14% | 119.79万 | 4.30亿 | | 002713 | *ST东易 | 9.43 | 5.01% | 335.0 | 31.59万 | | 002620 | ST瑞和 | 5.29 | 4.96% | 5.08万 | 2652.49万 | | 002856 | 美芝股份 | 12.20 | 3.30% | 11.75万 | 1.44亿 | | 002811 | 郑中设计 | 15.21 | ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002163 | 海南发展 | -9.98 | 11.55 | -56671.67 | | 600759 | 洲际油气 | -2.56 | 19.35 | -21650.80 | | 600515 | 海南机场 | -4.69 | 2.84 | -18611.73 | | 000572 | 海马汽车 | -5.27 | 10.19 | -17201.73 | | 600221 | 海航控股 | -1.66 | 1.59 | -15992.35 | | 000796 | 凯撒旅业 | -6.94 | 12.71 | -13386.73 | | 300189 | 神农种业 | -4.97 | 26.90 | -12239.33 | | 002865 | 钧达股份 | -3.50 | 12.99 | -10484.08 | | 603300 | 海南华铁 | -2.93 | 6.42 | -9025.56 | | 603069 | 海汽集团 | -8.07 ...

Group 1 - The Hainan Free Trade Zone concept has seen a decline, with Hainan Development hitting the daily limit down [1] - Other companies such as Haikou Transport Group, Caesar Travel, Shennong Seed Industry, Haima Automobile, Jingliang Holdings, Kangzhi Pharmaceutical, and Roniu Mountain also experienced declines [1]

Core Insights - The Hainan Free Trade Zone sector in A-shares has experienced a short-term rally, characterized by a "leading stocks surge and full-chain follow-up" active pattern, with Hainan Development leading the gains and hitting the daily limit [1] - The first week of the closure policy has resulted in significant cost reductions for enterprises, with the first batch of "zero tariff" petrochemical raw materials arriving at Yangpu Port, saving approximately 10 million yuan for businesses [1] - Twelve technology innovation projects have been launched, highlighting Hainan's role as a hub for innovation, with nine of the top twenty seed companies in the country already established in the Sanya Yazhou Bay Science and Technology City [1] Industry Analysis - **Tourism and Duty-Free**: The "zero tariff" policy and the recovery of inbound tourism are expected to boost profitability, with procurement costs for duty-free goods decreasing by over 30% [3] - **Transportation and Logistics**: Demand is rising as Hainan Airport controls 90% of the island's air passenger flow, with rental income from duty-free shops expected to increase alongside passenger growth [3] - **Seed Industry and Technology Innovation**: The Sanya Yazhou Bay Science and Technology City is becoming a center for innovation, with cross-border seed resource importation becoming more convenient, potentially increasing breeding efficiency by over 50% [3] - **Resources and Manufacturing**: The "zero tariff" policy is significantly lowering import costs, enhancing competitiveness for companies like Hainan Mining, while the tax exemption policy for processed goods is expected to expand market opportunities and improve profit margins [3] Global Investment Trends - Following the launch of the closure operation, global investors are increasingly interested in Hainan, with several key projects being signed, including Siemens Energy establishing a local subsidiary and a rehabilitation hospital approved by a Singaporean group [2]