Core Viewpoint - The "Changle Princess" vessel of Hainan Strait Shipping Co., Ltd. has resumed normal operations after completing factory repairs, enhancing the maritime travel experience for passengers between Haikou and Beihai [1][3]. Group 1: Vessel Upgrades and Services - The "Changle Princess" vessel has undergone comprehensive upgrades to its cabin types and public service areas, reflecting a commitment to high service quality [3]. - The vessel operates a stable daily schedule with a "depart in the evening, arrive in the morning" plan, effectively reducing travel time and accommodation costs compared to traditional self-driving options [3]. - The ship is equipped with comprehensive dining and shopping facilities to meet diverse passenger needs, while also offering scenic views of sunrises and sunsets during the journey [3]. Group 2: Company Strategy and Market Response - The upgrades and resumption of the "Changle Princess" service are part of the company's strategy to enhance service quality and strengthen route reliability in response to strong market demand [3]. - The company plans to continue improving service capabilities to meet the growing demand in the market [3].

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has shown significant stock performance with a year-to-date increase of 107.99%, despite a recent decline in net profit [2][3]. Group 1: Stock Performance - On November 20, the stock price increased by 2.03%, reaching 13.54 CNY per share, with a total market capitalization of 30.255 billion CNY [1]. - The stock has experienced a trading volume of 2.28 billion CNY, with a turnover rate of 0.76% [1]. - Year-to-date, the stock has risen by 107.99%, with a 2.34% increase over the last five and twenty trading days, and a 60.05% increase over the last sixty days [1]. Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 3.923 billion CNY, reflecting a year-on-year growth of 21.84%, while the net profit attributable to shareholders decreased by 24.99% to 190 million CNY [2]. - Cumulatively, the company has distributed 1.740 billion CNY in dividends since its A-share listing, with 448 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of November 10, the number of shareholders increased by 24.42% to 107,000, with an average of 20,883 shares per shareholder, a decrease of 19.63% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Ltd. as the third-largest shareholder, holding 17.6967 million shares, an increase of 1.7003 million shares from the previous period [3].

Market Performance - The Hainan Free Trade Zone concept index declined by 4.52%, ranking among the top losers in the concept sector as of the market close on November 19 [1] - Notable stocks within the Hainan Free Trade Zone that hit the daily limit down include Hainan Haiyao, Haima Automobile, and *ST Shuangcheng, while stocks like Xindazhou A, Junda Co., and Jinpan Technology saw slight increases of 1.96%, 0.77%, and 0.24% respectively [1] Capital Flow - The Hainan Free Trade Zone concept experienced a net outflow of 2.356 billion yuan from major funds today, with 26 stocks facing net outflows, and 10 stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hainan Airport, which saw a net outflow of 294 million yuan, followed by Haima Automobile, Zhongtung High-tech, and Hainan Development with net outflows of 268 million yuan, 191 million yuan, and 185 million yuan respectively [2] Stock Performance - The top stocks with significant net outflows in the Hainan Free Trade Zone include: - Hainan Airport: -4.95% with a turnover rate of 3.02% and a net outflow of 293.96 million yuan - Haima Automobile: -10.00% with a turnover rate of 19.58% and a net outflow of 267.67 million yuan - Zhongtung High-tech: -3.47% with a turnover rate of 6.92% and a net outflow of 191.25 million yuan - Hainan Development: -8.81% with a turnover rate of 14.49% and a net outflow of 185.28 million yuan [2][3]

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Insights - Crude oil freight rates initially declined but then increased, with a divergence in container shipping rates on long-distance routes. The China Import Crude Oil Composite Index (CTFI) rose to 2231.96 points, up 9.5% from November 6 [2][13] - Volant Aviation completed a multi-hundred million yuan Series B financing round, and the C919 aircraft made its debut at the Dubai Airshow [2][15] - Jitu Express reported over 100 million packages on "Double Eleven," marking a 9% year-on-year increase, with an average daily package volume of 94.59 million during the peak season [2][23] Summary by Sections Industry Hot Events - Crude oil freight rates fluctuated, with the CTFI at 2231.96 points, a 9.5% increase from November 6. The VLCC market is optimistic about future rates due to tight vessel availability [2][13] - Volant Aviation's Series B financing was led by Huaying Capital, with existing shareholders also increasing their investments. The C919 aircraft is set to showcase its capabilities at the 2025 Dubai Airshow [2][15] - Jitu Express achieved a record-breaking package volume during "Double Eleven," with a total of 1.3938 billion packages collected nationwide from October 21 to November 11, reflecting a 17.8% increase in daily average volume [2][25] High-Frequency Dynamic Data Tracking - The Baltic Air Freight Price Index increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was 5356.00 points, down 2.5% year-on-year [27][28] - Domestic freight flights increased by 0.32% year-on-year, while international flights rose by 11.12% [28] - The SCFI index reported a decrease of 2.92% week-on-week, while the CCFI index increased by 3.39% week-on-week [35] Investment Recommendations - Focus on the equipment and manufacturing industrial products export chain, recommending companies like COSCO Shipping Specialized, China Merchants Energy Shipping, and Huamao Logistics [4] - Attention to the transportation demand increase driven by the construction of hydropower stations in the Yarlung Tsangpo River downstream [4] - Investment opportunities in the low-altitude economy, with a recommendation for CITIC Offshore Helicopter [4] - Recommendations for highway and railway sectors, including Gansu Expressway and Beijing-Shanghai High-Speed Railway [4] - Opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Straits Shares [4] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [4] - Investment opportunities in the aviation sector, recommending China National Aviation, Southern Airlines, and Spring Airlines [4]

Core Points - The company, Hainan Strait Shipping Co., Ltd., will hold a performance briefing for its Q3 2025 report on November 25, 2025, from 15:00 to 17:00 [2][3] - The briefing aims to provide investors with a comprehensive understanding of the company's operational performance and development strategy [2] - Key personnel attending the meeting include the Chairman, General Manager, Board Secretary, and an Independent Director [3] Meeting Details - The meeting will take place online at "Value Online" (www.ir-online.cn) [3][4] - Investors can participate by accessing the provided link or scanning a QR code [4] - Questions can be submitted by investors before the meeting, and the company will address common concerns during the briefing [4]

本公司及全体董事会成员保证公告内容真实、准确和完整，并对公告中 的虚假记载、误导性陈述或者重大遗漏承担责任。 重要内容提示： 海南海峡航运股份有限公司（以下简称"公司"）已于2025年10月28日在巨 潮资讯网上披露了公司2025年第三季度报告。为便于广大投资者更加全面深入地 了解公司经营业绩、发展战略等情况，公司定于2025年11月25日（星期二） 15:00-17:00在"价值在线"（www.ir-online.cn）举办海南海峡航运股份有限 公司2025年三季度报告业绩说明会，与投资者进行沟通和交流，广泛听取投资者 的意见和建议。 股票代码：002320 股票简称：海峡股份 公告编号：2025-89 海南海峡航运股份有限公司 关于举办 2025 年三季度报告业绩说明会的公告 在信息披露允许范围内就投资者普遍关注的问题进行回答。 一、说明会召开的时间、地点和方式 出席本次说明会的人员有：董事长王然先生、总经理蔡泞检先生、董事会秘 书张芬芬女士、独立董事胡秀群女士。 三、投资者参加方式 投 资 者 可 于 2025 年 11 月 25 日 （ 星 期 二 ） 15:00-17:00 通 过 网 址 http ...

Core Viewpoint - Hainan Strait Shipping Co., Ltd. and COSCO Shipping Passenger Transport Co., Ltd. are collaborating to enhance the integration of passenger and roll-on/roll-off ferry services, aiming to support the construction of Hainan Free Trade Port and establish a new pattern of coordinated development between northern and southern transportation [1][3]. Group 1: Collaboration and Development - A seminar titled "Gathering Northern and Southern Strengths, Seeking New Development" was held in Haikou, where representatives discussed themes of integrated development, resource consolidation, and service enhancement [3]. - The natural complementarity between the Qiongzhou Strait and Bohai Bay during peak and off-peak seasons allows for flexible capacity allocation through "Northern Ships to the South," improving operational efficiency and risk resilience [3]. - The Qiongzhou Strait is crucial for Hainan, handling over 90% of the island's daily necessities and one-third of its passenger traffic, serving as a lifeline for the development of Hainan Free Trade Port [3]. Group 2: Strategic Initiatives - Following the acquisition of COSCO Shipping Passenger Transport's shares in June, Hainan Strait Shipping's fleet has become the largest in the world, positioning the company as the first cross-regional passenger and roll-on/roll-off transport leader in China [3]. - The series of activities represents a deep exchange post-acquisition, aimed at optimizing resource allocation and achieving high-quality collaborative development [3]. Group 3: Operational Insights - Participants conducted on-site research at Haikou New Port and Xuwen Port, gaining insights into the construction and operation of integrated transportation hubs, reflecting the vigorous development of Hainan Free Trade Port [4]. - Discussions on vessel management and service enhancement took place aboard the "Tonggu Ridge" ferry, fostering a shared understanding of improving service quality [4]. - The company aims to leverage its northern and southern collaborative advantages to enhance service quality and contribute to the smooth domestic passenger and cargo transport network, moving towards the goal of becoming a world-class passenger and roll-on/roll-off transport enterprise [4].

股票简称：海峡股份 股票代码：002320 公告编号：2025-86 海南海峡航运股份有限公司 第八届董事会第十八次 临时会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假记载、误导性陈述或者重 大遗漏承担责任。 海南海峡航运股份有限公司（以下简称"公司"或"海峡股份"）于2025年11月7日以OA、电子邮件的形式 向全体董事发出第八届董事会第十八次临时会议通知及相关议案等材料。会议于2025年11月14日以通讯 表决方式举行，本次会议由董事长王然先生主持，会议应出席董事10名，实际出席董事10名，会议的召 集、召开程序符合《公司法》和海峡股份《公司章程》的有关规定。与会董事经充分审议，表决通过了 以下决议： 一、会议以10票同意，0票反对，0票弃权，审议通过了关于提名公司董事候选人的议案。 公司董事张婷女士因个人退休原因已经辞去公司董事职务。根据海峡股份《公司章程》规定，为弥补公 司董事会董事职位空缺，董事会同意提名郭飞阳女士为公司董事候选人。郭飞阳女士简历详见附件。该 议案将提交股东会审议。 该议案已经公司第八届董事会提名委员会2025年第六次会议审议通过，并提交董事会审议 ...

转自：新华财经 为确保"新轮渡生产系统"顺利上线并持续提升系统稳定性与用户体验，海南海峡航运股份有限公司于11月13日组织各分子公司业务骨干，成功开展了系统 上线前的实战演练活动。 演练过程中，团队采用"现场发现、即时讨论、就地解决、遗留问题集中复盘"的高效工作模式，技术人员即时分析问题原因，商讨最优解决方案，成功化 解了多项潜在隐患，并明确了系统优化的方向。 本次演练不仅是对系统的一次全面检验，更是跨部门协作的一次成功实践，增强了技术研发与业务前线之间的沟通与理解。经过两轮实战演练，业务人员 与技术人员已建立联合响应机制，将持续追踪系统表现，并对演练中发现的各类问题进行闭环处理与持续优化。 海峡股份相关负责人表示，将以此为契机，确保"新轮渡生产系统"顺利上线，为广大用户提供更加流畅、可靠的服务体验。（叶文华） 编辑：罗浩 演练前，业务管理部专门组织了针对性培训，详细介绍了演练流程、各单位分工及相关注意事项，为演练的顺利开展打下了坚实基础。此次演练涵盖了轮 渡系统所有的线上及线下生产流程，参与人员化身"超级用户"，对购票、验票、通行等全流程进行了多维度测试。 ...

转自：新华财经 海峡股份轮渡公司新引进的"绿源六号"轮平板货船近日在湛江海事局的专业指导和高效协作下，顺利取得船舶所有权登记证书并进厂升级改造。该轮投运 后，将大幅提升海南自由贸易港封关运作后的船舶运力，显著提高新能源车辆过海运输效率，为广大过海司机提供安全快捷的出行服务。 在"绿源六号"轮办证过程中，湛江海事局实施政务服务"特事办、一次办"，针对船舶所有权登记涉及材料审核、信息核验等关键环节，通过打破传统审批流 程限制，实行"材料当场提交、证书当场领取"一站式服务模式，工作人员高效完成资料审核、系统录入等工作，将原本7个工作日的办理流程压缩至4小时内 办结，为企业大幅节省了时间成本。 11月10日，海峡股份轮渡公司"绿源六号"轮顺利通过审批流程，现场取得船舶国籍证书和最低配员证书，为船舶早日投产、提升车辆过海效率奠定坚实根 基。 海峡股份轮渡公司相关负责人表示，下一步将加快平板货船升级改造，持续提升船舶运营管理水平，为对接服务海南自由贸易港封关运作、助力司机便捷出 行贡献船舶力量。（叶文华） 编辑：罗浩 "绿源六号"轮作为服务海南自由贸易港建设的重点交通设施，其投运对完善琼州海峡民生运输通道、促进区域经济协 ...