Group 1: Company Operations and Strategies - The company is enhancing operational efficiency in response to potential impacts from the construction of cross-sea bridges through vessel upgrades, port enhancements, new route openings, and optimized production processes [2] - The company has invested in two flat-deck barges specifically for the transportation of new energy vehicles, utilizing a "people and vehicles separated" model for improved efficiency [3] - The annual design capacity of the Haikou New Sea Passenger Hub is 35 million passengers and 5.6 million vehicles, indicating significant room for growth compared to current operational volumes [4] Group 2: Future Plans and Market Opportunities - The company operates a four-day, three-night tourism route from Sanya to the Xisha Islands, with plans to develop diverse marine tourism products to enhance visitor experiences [5] - If the Hainan Free Trade Port policy exceeds expectations, the company plans to increase investments in flat-deck barges and replace old vessels to meet market demand [5] - The company is actively pursuing the acquisition of Xuwen Port, which would enhance operational efficiency and service quality through unified management of ports on both sides of the Qiongzhou Strait [6][7] Group 3: Financial and Market Impact - The integration of Qiongzhou Strait shipping resources increased the fleet from 15 to 47 vessels by consolidating resources from various companies [9] - The implementation of favorable tax policies in the Hainan Free Trade Port is expected to lower operational costs and attract more investors, leading to a predictable increase in passenger and vehicle traffic [10] - The company plans to invest in the construction of two new passenger and roll-on/roll-off vessels to replace aging ships [11] Group 4: Pricing and Revenue Strategies - The ticket prices for the Haikou to Hai'an route have remained unchanged in recent years, with future revenue enhancement strategies focusing on value-added services and commercial operations at the new passenger hub [12]

证券之星消息，8月1日航运港口板块较上一交易日下跌0.25%，海峡股份领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。航运港口板块个股涨跌见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600018 | 上港集团 | 2547.37万 | | 14.30% | 422.32万 | 2.37% | -2969.70万 | -16.67% | | 600751 | 海航科技 | 2157.30万 | | 7.86% | -774.70万 | -2.82% | -1382.60万 | -5.04% | | 603565 中谷物流 | | 1748.88万 | | 8.07% | 877.41万 | 4.05% | -2626.29万 | -12.12% | | 601975 招商南油 | | 1328.81万 | | 7.45% | -77 ...

海峡股份（002320.SZ）7月31日在投资者互动平台表示，琼州海峡轮渡管家相关线上商城所贡献的收入 与利润目前占比较小，对公司整体经营不构成重大影响，请广大投资者以公司在法定媒体披露的信息为 准。公司仍将充分挖掘船舶与港口的二次消费场景，努力提升二次消费比例。 每经AI快讯，有投资者在投资者互动平台提问：海峡股份的琼琼海峡轮渡管家订票软件上有网上商 城，在2024年商品销售额破亿元？请问是海峡股份直营吗？ （文章来源：每日经济新闻） ...

截至2025年7月31日收盘，海峡股份股价报8.13元，较前一交易日下跌0.53元，跌幅6.12%。当日成交量 为90.53万手，成交金额达7.43亿元。 海峡股份属于航运港口板块，主要从事琼州海峡客滚运输业务。公司拥有船舶运力及港口吞吐能力，业 务范围涵盖海南与广东之间的客货运输。 7月31日，海峡股份主力资金净流出6826.73万元，占流通市值的0.38%。 风险提示：股市有风险，投资需谨慎。 公司近期在投资者互动平台表示，现有船舶运力和港口吞吐能力仍有较大富余空间，能够应对海南自贸 港封关运作后带来的车客流增长。此外，公司参股的广东琼州海峡船舶修造有限公司已承接琼州海峡主 要客滚船舶的维修业务，但预计对整体业绩影响有限。 ...

Core Viewpoint - The company, Haixia Co., Ltd. (002320), is experiencing a decline in stock price and significant net outflow of funds, while also benefiting from favorable policies related to the Hainan Free Trade Port, which may enhance its operational environment and growth potential. Trading Information - On July 31, Haixia Co., Ltd. closed at 8.13 yuan, down 6.12%, with a trading volume of 9053.32 million yuan and a net outflow of 6826.73 million yuan from main funds [2][3] - Over the past 10 trading days, the main funds have seen a cumulative net outflow of 200 million yuan, while the stock price has increased by 14.26% [2] - The financing balance has increased by 83.32 million yuan, and the short-selling volume has risen by 34,700 shares [2] Fund Flow - On July 31, the main funds experienced a net outflow of 6826.73 million yuan, while retail investors saw a net inflow of 4804.66 million yuan [3] Company Strategy and Market Position - Haixia Co., Ltd. is actively participating in the construction of the Hainan Free Trade Port and is benefiting from tax incentives, which reduce operational costs [4][5][6] - The implementation of "zero tariff" policies and trade liberalization measures in the Free Trade Port is expected to facilitate the movement of goods and attract more investors, positively impacting the company's passenger and cargo flow [4][5][6] - The company is positioned to benefit from the growth of the tourism sector in Hainan, as infrastructure improvements are expected to increase tourist traffic [4][5][6] Competitive Landscape - Haixia Co., Ltd. operates the "Xianglong Island" ferry service for tourism in the Xisha Islands, but it is not the only company in this market, as another company also operates similar routes [7]

Market Overview - The shipping and port sector experienced a decline of 2.0% on July 31, with China National Offshore Oil Corporation (CNOOC) leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - CNOOC's stock closed at 10.58, down 6.29% with a trading volume of 303,400 shares and a transaction value of 327 million yuan [1] - Other notable declines included: - Haixia Co., Ltd. at 8.13, down 6.12% - Ningbo Ocean at 9.50, down 4.14% - Xiamen Port at 8.30, down 3.60% [1] Capital Flow Analysis - The shipping and port sector saw a net outflow of 649 million yuan from major funds, while retail investors contributed a net inflow of 486 million yuan [1] - The table of capital flow indicates that major funds had a negative net inflow in several companies, including: - Shanghai Port Group with a net inflow of 61.24 million yuan [2] - Tianjin Port with a net inflow of 15.21 million yuan [2] - Conversely, some companies experienced significant net outflows from major funds, such as: - Qin Port Co. with a net outflow of 103.34 million yuan [2]

Core Viewpoint - The introduction of the "Evening Departure, Morning Arrival" night ferry service from Haikou to Beihai by Hainan Strait Shipping Co., Ltd. aims to enhance travel comfort and efficiency for long-distance journeys, allowing passengers to rest during transit and arrive at their destination refreshed [1][2]. Group 1: Service Features - The ferry service has been upgraded since April, featuring two vessels, "Princess Chang Le" and "Wanrong Hai," operating daily fixed schedules, providing a convenient transportation option [2]. - The "Princess Chang Le" offers luxurious accommodations, including sea-view suites and rooms equipped with independent bathrooms and luggage storage, ensuring a comfortable travel experience [2]. - The vessel is designed with advanced stabilizing fins for smooth sailing and noise control, allowing passengers to enjoy a peaceful sleeping environment [2]. Group 2: Economic and Travel Benefits - The night ferry service presents significant advantages in terms of time and cost compared to land routes or expensive airfares, saving travelers both daytime hours and accommodation expenses [3]. - To attract more passengers, the company has introduced limited-time promotional ticket prices from April 25 to October 31, alongside a tourism consumption voucher program in Hainan, distributing 40 million yuan to further reduce travel costs [3]. - The new night route is transforming the tourism landscape between Hainan and Guangxi, enabling a seamless travel experience that connects multiple destinations in a short time [3]. Group 3: Future Developments - Future plans include adding an entertainment stage and marine education area on the eighth deck, aiming to create a "mobile cultural tourism complex" that enhances the travel experience [2]. - The ongoing service upgrades and regional cooperation are expected to inject new vitality into the tourism economy of Hainan and Guangxi, positioning the night ferry as a new highlight in the tourism sector [3].

Group 1 - The company, Haixia Co., Ltd. (002320.SZ), has indicated that its current shipping capacity and port throughput capabilities have significant surplus capacity to handle the expected increase in passenger and vehicle flow following the implementation of the Hainan Free Trade Port's closure operations [1] - There is a strong interest from domestic investment institutions regarding the Hainan Free Trade Port's full island closure operations, with analysis suggesting that various tax and shopping incentives will attract a large number of tourists and businesses to Hainan, potentially leading to a substantial increase in demand for ferry services across the Qiongzhou Strait [3]

Group 1 - The company has confirmed that its ship repair orders are saturated, indicating strong demand in the sector [2] - The joint venture, Guangdong Qiongzhou Strait Ship Repair and Construction Co., Ltd., is set to officially commence operations in April 2025 and has already secured repair contracts for major passenger and roll-on/roll-off vessels in the Qiongzhou Strait [2] - Despite the initial operations of the joint venture, its current performance contribution is limited and is not expected to significantly impact the overall performance of the company [2]

格隆汇7月30日丨海峡股份(002320.SZ)于投资者互动平台表示，公司新海港主要面向海南与中国大陆地 区的人员及车辆运输，并无直接运输进口入境商品。公司运输车辆装载产品大部分为农产品及生鲜冷 链、消费品与商贸物流等民生物资。 ...