Core Viewpoint - The shipping and port sector experienced a slight increase of 0.27% on December 26, with Antong Holdings leading the gains, while the overall market indices showed modest growth [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3963.68, up by 0.1% [1]. - The Shenzhen Component Index closed at 13603.89, up by 0.54% [1]. - Antong Holdings saw a significant increase of 10.08%, closing at 6.55 [1]. Group 2: Individual Stock Performance - The top gainers included: - Antong Holdings: 10.08% increase, closing at 6.55 with a trading volume of 5.95 million shares and a turnover of 3.744 billion [1]. - Haixia Co.: 4.96% increase, closing at 13.13 with a turnover of 1.781 billion [1]. - Beibu Gulf Port: 2.46% increase, closing at 10.42 with a turnover of 1.428 billion [1]. - The top losers included: - Nanjing Port: 1.57% decrease, closing at 10.05 with a turnover of 134 million [2]. - Xingtong Co.: 1.35% decrease, closing at 16.03 with a turnover of 146 million [2]. - Phoenix Shipping: 0.98% decrease, closing at 5.07 with a turnover of 128 million [2]. Group 3: Capital Flow - The shipping and port sector saw a net outflow of 783 million from institutional investors, while retail investors contributed a net inflow of 504 million [2]. - The sector experienced a net inflow of 279 million from speculative funds [2]. Group 4: Detailed Capital Flow by Stock - Haixia Co. had a net inflow of 94.13 million from institutional investors, but a net outflow of 58.56 million from speculative funds [3]. - China Merchants Port had a net inflow of 7.44 million from institutional investors, with a net outflow of 9.02 million from retail investors [3]. - Qin Port Co. had a net inflow of 1.52 million from institutional investors, while retail investors saw a net inflow of 140.13 million [3].

Core Viewpoint - The Hainan sector of the A-share market experienced a significant overall increase, with multiple companies reaching their daily limit up, indicating strong investor interest and positive market sentiment in this region [1]. Group 1: Stock Performance - Intercontinental Oil and Gas (600759) saw a rise of 10.11%, with a total market capitalization of 12.7 billion [2]. - Hainan Mining (601969) increased by 10.02%, with a market cap of 23.9 billion [2]. - Junda Co., Ltd. (002865) also rose by 10.00%, with a market value of 16.1 billion [2]. - Haikou Group (603069) experienced a 9.99% increase, with a market cap of 9.6 billion [2]. - Jingliang Holdings (000505) rose by 9.99%, with a total market capitalization of 6.484 billion [2]. - Shennong Seed Industry (300189) increased by 9.85%, with a market cap of 8.448 billion [2]. - Kangzhi Pharmaceutical (300086) saw a rise of 6.26%, with a market value of 6.181 billion [2]. - Haixia Co., Ltd. (002320) increased by 5.84%, with a market cap of 29.6 billion [2]. - Hainan Ruize (002596) rose by 4.84%, with a market value of 6.966 billion [2]. - Haide Co., Ltd. (000567) increased by 4.40%, with a market cap of 13.4 billion [2]. - Hainan Airport (600515) saw a rise of 4.36%, with a total market capitalization of 63 billion [2]. Group 2: Year-to-Date Performance - Intercontinental Oil and Gas (600759) has a year-to-date increase of 34.36% [2]. - Hainan Mining (601969) has risen by 71.38% year-to-date [2]. - Junda Co., Ltd. (002865) has a year-to-date increase of 7.38% [2]. - Haikou Group (603069) has risen by 66.37% year-to-date [2]. - Jingliang Holdings (000505) has a year-to-date increase of 45.25% [2]. - Shennong Seed Industry (300189) has a remarkable year-to-date increase of 109.92% [2]. - Kangzhi Pharmaceutical (300086) has a year-to-date increase of 177.14% [2]. - Haixia Co., Ltd. (002320) has a year-to-date increase of 103.51% [2]. - Hainan Ruize (002596) has a year-to-date increase of 71.47% [2]. - Haide Co., Ltd. (000567) has a year-to-date increase of 0.73% [2]. - Hainan Airport (600515) has a year-to-date increase of 45.77% [2].

Core Insights - The Hainan sector in the A-share market experienced a significant overall increase, with multiple stocks reaching their daily limit up [1] Group 1: Stock Performance - Intercontinental Oil and Gas (600759) saw a rise of 10.11%, with a total market capitalization of 12.7 billion [2] - Southwest Sail (601969) increased by 10.02%, with a market cap of 23.9 billion [2] - Junda Co. (002865) rose by 10.00%, with a market cap of 16.1 billion [2] - Haikou Group (603069) experienced a 9.99% increase, with a market cap of 9.6 billion [2] - Jingliang Holdings (000505) also rose by 9.99%, with a market cap of 6.484 billion [2] - Shennong Seed Industry (300189) increased by 9.85%, with a market cap of 8.448 billion [2] - Kangzhi Pharmaceutical (300086) saw a rise of 6.26%, with a market cap of 6.181 billion [2] - Haixia Co. (002320) increased by 5.84%, with a market cap of 29.6 billion [2] - Hainan Ruize (002596) rose by 4.84%, with a market cap of 6.966 billion [2] - Haide Co. (000567) increased by 4.40%, with a market cap of 13.4 billion [2] - Hainan Airport (600515) saw a rise of 4.36%, with a market cap of 63 billion [2] Group 2: Year-to-Date Performance - Intercontinental Oil and Gas (600759) has a year-to-date increase of 34.36% [2] - Southwest Sail (601969) has a year-to-date increase of 71.38% [2] - Junda Co. (002865) has a year-to-date increase of 7.38% [2] - Haikou Group (603069) has a year-to-date increase of 66.37% [2] - Jingliang Holdings (000505) has a year-to-date increase of 45.25% [2] - Shennong Seed Industry (300189) has a year-to-date increase of 109.92% [2] - Kangzhi Pharmaceutical (300086) has a year-to-date increase of 177.14% [2] - Haixia Co. (002320) has a year-to-date increase of 103.51% [2] - Hainan Ruize (002596) has a year-to-date increase of 71.47% [2] - Haide Co. (000567) has a year-to-date increase of 0.73% [2] - Hainan Airport (600515) has a year-to-date increase of 45.77% [2]

Group 1 - The shipping and port sector increased by 0.39% on December 25, with Chongqing Port leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Key stocks in the shipping and port sector showed significant price increases, with Chongqing Port rising by 10.02% to a closing price of 5.82 [1] Group 2 - The shipping and port sector experienced a net outflow of 380 million yuan from main funds, while retail investors saw a net inflow of 279 million yuan [2] - The trading volume and turnover for key stocks varied, with An Tong Holdings seeing a closing price of 5.95 and a trading volume of 1.662 million shares [2] - The net inflow of funds for Chongqing Port was negative at -39.11 million yuan, indicating a shift in investor sentiment despite its price increase [3]

转自：新华财经 海南自由贸易港启动全岛封关运作后，人员、货物如何高效、便捷跨越琼州海峡？备受社会关注。近日，海南海峡航运股份有限公司就封关后的旅客、车 辆过海流程发布提示。一系列智能通关措施与充足的运力保障，正让旅客与车辆过海体验更加顺畅。 据悉，货车出岛需经"二线口岸货运集中查验场"完成联合查验。司机需提前通过"琼州海峡轮渡管家""新海港"微信公众号或"轮渡管家"App/小程序进行预 约登记。外省柴油车辆需提前通过"海易办"小程序完成进岛登记及车辆通行附加费缴纳，运输监管货物的车辆还需携带相关凭证并完成"单一窗口"申报。 查验现场实行"货物分类、车道分流"，根据现场标识牌的提示，已预约车辆走二层专用通道，非监管货物运输车辆走1—7号通道，监管货物运输车辆走8 —9号通道，异常车辆配合人工复核。 针对新能源车辆持续增长的过海需求，海峡股份推出专属服务保障。平季期间，新能源汽车专班航线为海安新港至秀英港；春运、国庆等旺季节假日则增 开专班，保障通行效率。 海峡股份表示，未来将持续优化琼州海峡通行服务体系，通过技术赋能与流程创新，切实提升琼州海峡通行的便捷性与效率，助力海南自由贸易港实现高 效联通。（洪圆圆） 编 ...

证券日报网讯 12月23日，海峡股份发布公告称，公司股票价格于2025年12月19日、12月22日、12月23 日连续3个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。前期披露的信息不 存在需要更正、补充之处。公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息。 （文章来源：证券日报） ...

海峡股份12月23日公告，公司股票价格于2025年12月19日、12月22日、12月23日连续3个交易日内日收 盘价格涨幅偏离值累计超过20%，根据深圳证券交易所的有关规定，属于股票交易异常波动情形。经核 实，公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信 息。近期公司生产经营情况正常，内外部经营环境未发生重大变化。经核查，公司、控股股东和间接控 股股东不存在关于本公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。 ...

海峡股份公告称，公司股票于2025年连续3个交易日内日收盘价格涨幅偏离值累计超20%，属异常波 动。公司核查后表示，前期披露信息无需更正补充，未发现公共传媒报道可能影响股价的未公开重大信 息，生产经营正常，公司、控股股东和间接控股股东不存在应披露未披露重大事项，且异常波动期间控 股股东及间接控股股东未买卖公司股票。公司提醒投资者理性投资，注意风险。 ...

股票简称：海峡股份 股票代码：002320 公告编号：2025-96 1.前期披露的信息不存在需要更正、补充之处。 海南海峡航运股份有限公司 2.公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 股票交易异常波动的公告 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。 一、股票交易异常波动情况 海南海峡航运股份有限公司（以下简称"公司"）（证券简称：海峡股份，证 券代码：002320）股票价格于 2025 年 12 月 19 日、12 月 22 日、12 月 23 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的有关 规定，属于股票交易异常波动。 二、公司关注、核实情况说明 针对公司股票异常波动，公司对有关事项进行了核查，并询问了公司控股股 东及间接控股股东，有关情况说明如下： 1.经自查，公司不存在违反公平信息披露规定的情况。 2.《中国证券报》《证券时报》《证券日报》《上海证券报》和巨潮资讯网 （http://www.cninfo.com.cn）为公司指定的信息披露媒体，公 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island customs operation on December 18, 2025, marks a significant milestone in China's reform and opening-up, aiming to create a highly convenient business environment with policies characterized by "one line open, one line controlled, and free movement within the island" [2][5]. Group 1: Strategic Significance - Hainan Free Trade Port construction provides a Chinese solution for global economic cooperation amidst globalization challenges, exploring a system that aligns with international high-standard economic and trade rules [6]. - The design of "one line open, one line controlled" positions Hainan as a "converter" between domestic and international markets, facilitating the introduction of advanced international production factors to support domestic industrial upgrades [7]. - Hainan's development is expected to strengthen regional cooperation with areas like the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing collaboration with inland provinces and creating a new pattern of coordinated development [8]. - Hainan aims to become a source of national innovation by focusing on future industries such as seed industry, deep sea, aerospace, green, and digital economy [9]. Group 2: Policy Benefits - The scope of "zero tariff" has significantly expanded, with the proportion of zero-tariff items increasing from 21% to 74%, covering approximately 6,600 tariff items, which lowers import and operational costs for enterprises [10]. - A "double 15%" tax incentive is available for eligible enterprises and core talents, offering a competitive income tax rate of 15%, alongside visa-free entry for 86 countries [11]. - The increase in duty-free shopping limits and the expansion of duty-free categories enhance consumer access to quality imported goods [12]. - Trade facilitation policies will benefit sectors such as tourism, aviation, logistics, and duty-free industries, marking a shift towards a system-oriented openness in China's economic model [13]. Group 3: Beneficiary Companies - **Duty-Free Consumption**: China Duty Free Group (601888) is expected to benefit directly from the expansion of duty-free policies, with significant revenue contributions from Sanya International Duty-Free City [14]. - **Transportation and Logistics**: Hainan Airport (600515) operates two major international airports, with a high international route coverage, while Hainan Highway (600238) is involved in key infrastructure projects [17][18]. - **Infrastructure and Manufacturing**: Hainan Ruize (002596) anticipates a 25% increase in construction orders due to the customs operation, while Jinpan Technology (688676) benefits from tax incentives and infrastructure projects [19]. - **Healthcare**: Kangzhi Pharmaceutical (300086) is positioned to accelerate the approval of innovative medical products, while Hainan Haiyao (000566) benefits from reduced R&D costs due to zero tariffs [21][22]. - **New Energy and Advanced Manufacturing**: Haima Automobile (000572) is transitioning to new energy vehicles, benefiting from reduced equipment costs and tax incentives [23]. - **Other Specialty Enterprises**: Hainan Rubber (601118) and Hainan Mining (601969) are expected to see growth in exports and resource development opportunities due to the Free Trade Port's establishment [24][25].