格隆汇12月8日丨海峡股份(002320.SZ)在投资者互动平台表示，公司的拥有的货滚船主要投入海口至海 安、海口至南沙等航线。目前，公司暂不直接涉及海南自贸港国际货物运输。如有新开航线，公司将及 时公告。新海港和秀英港属于二线口岸。 ...

格隆汇12月8日丨海峡股份(002320.SZ)在投资者互动平台表示，公司的拥有的货滚船主要投入海口至海 安、海口至南沙等航线。目前，公司暂不直接涉及海南自贸港国际货物运输。如有新开航线，公司将及 时公告。新海港和秀英港属于二线口岸。 ...

（文章来源：每日经济新闻） 海峡股份（002320.SZ）12月8日在投资者互动平台表示，公司的拥有的货滚船主要投入海口至海安、海 口至南沙等航线。目前，公司暂不直接涉及海南自贸港国际货物运输。如有新开航线，公司将及时公 告。新海港和秀英港属于二线口岸。 每经AI快讯，有投资者在投资者互动平台提问：目前公司是否拥有货滚船？如有，目前拥有的数量以 及主要应用航线有哪些？以及在海南省业务是否涉及海南自贸港国际货物运输？或有开展海南自贸港国 际货物运输意向？如有，现处于哪一阶段？新海港和秀英港是否均为二线口岸？ ...

有投资者在互动平台向海峡股份提问："董秘您好！目前公司是否拥有货滚船，如有目前拥有的数量以 及主要应用航线有哪些，以及在海南省业务是否涉及海南自贸港国际货物运输，或有开展海南自贸港国 际货物运输意向，如有现处于哪一阶段。新海港和秀英港是否均为二线口岸。" 针对上述提问，海峡股份回应称："公司的拥有的货滚船主要投入海口至海安、海口至南沙等航线。目 前，公司暂不直接涉及海南自贸港国际货物运输。如有新开航线，公司将及时公告。新海港和秀英港属 于二线口岸。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

海南自贸区概念走强，海南发展涨停，海南高速、海峡股份、康芝药业跟涨。 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Views - Crude oil freight rates have declined from high levels, with mixed changes in ocean freight rates. The China Import Crude Oil Composite Index (CTFI) was reported at 2321.90 points on December 4, down 7.9% from November 27. The VLCC market has seen transactions at major loading ports, with shipowners trying to maintain price levels despite a cooling market [3][14] - China Eastern Airlines has launched the world's longest one-way flight route from Shanghai to Buenos Aires, reducing travel time by over 4 hours. Additionally, a ton-class eVTOL was included in urban firefighting drills for the first time [3][16] - In November, China's express delivery volume exceeded 180 billion items for the first time, marking a new record. The first full schedule China-Europe freight train departed from Shijiazhuang [3][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, with the Middle East route showing a 9.76% drop. The Shanghai port's export rates to Europe and the US have also seen declines of 0.3%, 5.0%, and 4.7% respectively [14][15] - The launch of the longest flight route by China Eastern Airlines connects Shanghai to Buenos Aires, significantly shortening travel time [16][17] - The express delivery volume in China reached a record high of 180 billion items in November, reflecting strong economic vitality [24][26] High-Frequency Data Tracking - The Baltic Air Freight Price Index has increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was reported at 5721.00 points, up 2.4% year-on-year [28] - Domestic freight flight numbers decreased by 2.03% year-on-year in November, while international flights increased by 14.88% [30] - The SCFI index for container shipping was reported at 1397.63 points, down 0.39% week-on-week and down 38.06% year-on-year [37] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics [5] - Attention to the transportation demand increase driven by hydropower station construction in the Yarlung Tsangpo River downstream [5] - Investment opportunities in low-altitude economy trends, recommending CITIC Offshore Helicopter [5] - Opportunities in the highway and railway sectors, recommending Gansu Expressway, Beijing-Shanghai High-Speed Railway, and others [5] - Investment opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Haixia Shares [5] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [5] - Opportunities in the aviation sector, recommending Air China, China Southern Airlines, and others [5]

海峡股份（002320.SZ）12月5日在投资者互动平台表示，公司今年收购的中远海运客运公司运营"大连 —仁川"国际航线，开展国际货物运输业务。公司注册地位于海南省，公司在海南区域运营新海港和秀 英港轮渡港口业务，除此外无其他货运码头。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！请问贵公司目前是否涉及国际货物运输业 务？如有，公司注册地是否位于海南省？或公司是否有发展国际货物运输业务的意向，以及公司旗下港 口除琼州海峡客滚码头外是否有货运码头？ （文章来源：每日经济新闻） ...

Group 1: Pricing and Revenue Strategies - The ticket price for the Haikou to Hai'an route has not changed in recent years, and the company plans to enhance revenue through port and shipping value-added services and strengthening the commercial operation of the new Haikou passenger transport hub [2] - The company aims to address the seasonal demand fluctuations in the Qiongzhou Strait passenger and roll-on/roll-off transport market by increasing capacity during peak seasons and managing operational costs during off-peak periods [3] Group 2: Market Opportunities and Growth - The implementation of the Hainan Free Trade Port's preferential tax policies, including corporate income tax reductions, is expected to lower operational costs and create a favorable environment for business growth [5] - The upcoming full closure operation of Hainan Island at the end of 2025 is anticipated to attract more investors and partners, leading to a predictable increase in passenger and vehicle flow [5] Group 3: Operational Developments - The company is enhancing its fleet by adding flatbed barges and new roll-on/roll-off vessels to meet market demand and alleviate pressure on the Haikou to Hai'an route [3] - The integration of COSCO Shipping Passenger Transport into the company's management system is underway, focusing on shared resources in capacity, crew, management, digitalization, and marketing [3] Group 4: Strategic Initiatives - The company has established a duty-free pickup point at the new Haikou passenger transport hub and is exploring partnerships with qualified duty-free operators through various collaboration methods [3] - The company is actively pursuing the investment in Xuwen Port and conducting due diligence and negotiations, with ongoing efforts to reach consensus on key transaction matters [3] Group 5: Future Dividend Policy - The company is committed to providing stable dividend returns to shareholders while ensuring sustainable development, taking into account profitability, cash flow, future investment plans, and shareholder expectations [4] Group 6: Tourism and Route Information - The company operates the Sanya to Xisha tourism route, which takes approximately 11 hours and offers a four-day, three-night experience for tourists [6] - The company indirectly holds a 34% stake in Sansha Nanhai Dream Journey Cruise Co., Ltd., a key player in the Xisha route, following the acquisition of COSCO Shipping Passenger Transport [7]

Group 1 - The Baltic Dry Index (BDI) has risen for 15 consecutive days, reaching a closing value of 2845 points on December 3, marking a 9.42% increase in a single day, the largest daily gain in nearly two months [5][6] - The cumulative increase of the BDI over this period is 40.15%, indicating a significant upward trend in dry bulk shipping rates [5] - Analysts from Changjiang Securities predict that the dry bulk shipping industry is at a turning point, with three main catalysts for demand: the production of the West Mundu iron ore mine, potential interest rate cuts by the Federal Reserve, and ongoing infrastructure projects [5] Group 2 - The average stock price increase for shipping and port concept stocks this year is 17.41%, with notable performers like Haixia Co., which has seen a stock price increase of 89.83% [7] - Institutional interest in Haixia Co. remains high, with 33 institutions conducting research on the company, while other companies like China Merchants Port have also attracted significant institutional attention [7] - The shipping industry is experiencing a recovery in performance, with companies like Antong Holdings and Jinjiang Shipping reporting net profits in the first three quarters that exceed their projected full-year profits for 2024 [8] Group 3 - Several shipping and port concept stocks are expected to see growth in their annual performance, with at least five institutions predicting an increase in net profits for 2025 [8][9] - Specific companies such as China Merchants Shipping, COSCO Shipping Energy, and Zhonggu Logistics are highlighted for their positive growth forecasts, with expected net profit growth rates ranging from 3.79% to 21.41% [9]

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 96.31%, but a recent decline of 17.01% over the past 20 days [1][2]. Group 1: Stock Performance - On December 3, the stock price fell by 2.14% to 12.78 CNY per share, with a trading volume of 5.03 billion CNY and a turnover rate of 1.73%, resulting in a total market capitalization of 285.58 billion CNY [1]. - The stock has seen a net outflow of 26.90 million CNY from main funds, with large orders showing a buy of 119 million CNY (23.68%) and a sell of 124 million CNY (24.71%) [1]. - The stock has appeared on the daily trading list five times this year, with the most recent occurrence on November 6, where it recorded a net buy of -55.32 million CNY [1]. Group 2: Company Overview - Hainan Strait Shipping Co., Ltd. was established on December 6, 2002, and listed on December 16, 2009, focusing on shipping and ferry port services [2]. - The company's revenue composition includes 72.21% from the Hai'an route, 10.48% from the Yan-Da route, 6.17% from the Xisha route, 5.40% from port services, and 3.72% from other routes [2]. - As of November 20, the number of shareholders decreased by 7.48% to 99,000, while the average circulating shares per person increased by 8.08% to 22,570 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, the company achieved 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]. - The company has distributed a total of 1.740 billion CNY in dividends since its A-share listing, with 448 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 17.6967 million shares, an increase of 1.7003 million shares from the previous period [3]. - The Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are also among the top shareholders, with the former holding 6.1152 million shares (a decrease of 68,500 shares) and the latter holding 3.6344 million shares as a new shareholder [3].