Core Viewpoint - The expansion and optimization of the shipping routes in the Qiongzhou Strait enhance the transportation network between Hainan Free Trade Port and the Beibu Gulf Economic Zone, facilitating high-quality collaborative development [2][3][7]. Route Expansion and Optimization - The introduction of the roll-on/roll-off ferry "Wanronghai" on the Haikou-Beihai route allows for daily two-way service, significantly improving convenience for travelers [2][3]. - A new route from Haikou to Fangchenggang was launched on May 28, marking the first time the shipping network between the Qiongzhou Strait and Beibu Gulf operates in parallel [2][3]. Transportation Efficiency and Service Improvement - The optimization of the Haikou-Beihai route includes advanced vessel equipment and a dual-ship operation model, which greatly enhances transportation efficiency and passenger experience [3][4]. - The new Haikou-Fangchenggang route covers 157 nautical miles with a travel time of approximately 13 hours, operating on a "two days a week, evening departure, morning arrival" schedule [3]. Cost Savings and Logistics Innovation - The new routes implement a "trailer drop-off" transportation model, allowing logistics companies to save on costs related to drivers and fees, while providing more flexible resource allocation [3][5]. - The optimization of existing routes and the introduction of new ones are expected to deepen the integration of Hainan Free Trade Port and the Beibu Gulf Economic Zone, enhancing the flow of people, goods, and information [3][7]. Enhanced Customer Experience - The company has introduced dedicated cabins for truck drivers and offers affordable ticket prices, improving comfort during the journey [4][5]. - A "1-on-1 appointment service" for truck drivers has been established, along with dedicated WeChat service groups to ensure a seamless experience from port entry to exit [5]. Strategic Development and Future Plans - The upgrades in Qiongzhou Strait shipping not only create efficient maritime channels but also serve as a strong engine for regional collaborative development [7]. - Future plans include continuous optimization of the roll-on/roll-off transportation network, enhancing efficiency, and deepening the integration of tourism and transportation [7].

股票简称：海峡股份 股票代码：002320 公告编号：2025-43 海南海峡航运股份有限公司 关于重大资产购买暨关联交易 标的资产过户完成的公告 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。 海南海峡航运股份有限公司（以下简称"海峡股份"或"公司"或"上市公 司"）拟以支付现金购买资产方式收购中远海运（大连）有限公司（以下简称"交 易对方"）持有的中远海运客运有限公司（以下简称"中远海运客运"或"标的 公司"或"标的资产"）100%股权事宜（以下简称"本次交易"）。 事会第四次临时会议，审议通过了《关于 <海南海峡航运股份有限公司重大资产> 购买暨关联交易报告书（草案）>及其摘要的议案》等与本次交易有关的议案。 了《关于 <海南海峡航运股份有限公司重大资产购买暨关联交易报告书 草案="草案"> 及其摘要的议案》等与本次交易有关的议案。 本次交易构成重大资产重组，构成关联交易。本次交易不涉及发行股份，不 会导致公司控制权变更，也不构成重组上市。截至本公告披露之日，本次交易所 涉及的标的资产过户手续已经全部办理完毕，现将有关情况公告如下： 一、本次 ...

证券代码：002320 证券简称：海峡股份 上市地：深圳证券交易所 海南海峡航运股份有限公司 重大资产购买暨关联交易实施情况 报告书 独立财务顾问 二零二五年六月 上市公司声明 本公司及全体董事、监事、高级管理人员保证本报告书的内容真实、准确和 完整，并对本报告书的虚假记载、误导性陈述或者重大遗漏承担相应的法律责任。 本次重大资产重组的交易对方已出具承诺函，保证其为本次重大资产重组所提供 的信息不存在虚假记载、误导性陈述或者重大遗漏，并对所提供信息的真实性、 准确性和完整性承担相应的法律责任。 本次交易有关监管部门对本次交易事项所作的任何决定或意见，均不代表其 对本公司股票的价值或投资者收益的实质性判断或保证。任何与之相反的声明均 属虚假不实陈述。 本次交易完成后，公司经营与收益的变化由公司负责；因本次交易引致的投 资风险，由投资者自行负责。 投资者若对本报告书存在任何疑问，应咨询自己的股票经纪人、律师、专业 会计师、或其他专业顾问。 1 | | | | 上市公司声明 | 1 | | --- | --- | | 目 录 | 2 | | 释 义 | 3 | | 第一节 | 本次交易概况 4 | | | 一、本次 ...

股票简称：海峡股份 股票代码：002320 公告编号：2025-43 海南海峡航运股份有限公司 关于重大资产购买暨关联交易 标的资产过户完成的公告 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。 海南海峡航运股份有限公司（以下简称"海峡股份"或"公司"或"上市公 司"）拟以支付现金购买资产方式收购中远海运（大连）有限公司（以下简称"交 易对方"）持有的中远海运客运有限公司（以下简称"中远海运客运"或"标的 公司"或"标的资产"）100%股权事宜（以下简称"本次交易"）。 2025 年 3 月 20 日，海峡股份召开第八届董事会第五次临时会议、第八届监 事会第四次临时会议，审议通过了《关于<海南海峡航运股份有限公司重大资产 购买暨关联交易报告书（草案）>及其摘要的议案》等与本次交易有关的议案。 2025 年 5 月 28 日，海峡股份召开 2025 年第三次临时股东大会，审议通过 了《关于<海南海峡航运股份有限公司重大资产购买暨关联交易报告书（草案）> 及其摘要的议案》等与本次交易有关的议案。 本次交易构成重大资产重组，构成关联交易。本次交易不涉及发 ...

中信建投证券股份有限公司 关于 海南海峡航运股份有限公司重大资产购买 暨关联交易实施情况 之 独立财务顾问核查意见 独立财务顾问 二〇二五年六月 声 明 中信建投证券股份有限公司接受海南海峡航运股份有限公司董事会的委托， 担任本次海南海峡航运股份有限公司重大资产重组之独立财务顾问。 根据《公司法》《证券法》《重组管理办法》《26 号准则》等法律法规的 相关规定，按照证券行业公认的业务规范，本着诚实守信、勤勉尽责的精神，遵 循独立、客观、公正的原则，在认真审阅相关资料并充分了解本次交易行为的基 础上，本独立财务顾问出具了本核查意见。 本核查意见所依据的文件、材料由本次交易相关各方提供，本次交易相关各 方已承诺所提供文件和材料真实、准确和完整，不存在虚假记载、误导性陈述或 者重大遗漏。本独立财务顾问不承担由此引起的任何风险责任。 本独立财务顾问未委托或授权其他任何机构或个人提供未在本核查意见中 列载的信息和对本核查意见做任何解释或说明。 本核查意见不构成对海南海峡航运股份有限公司的任何投资建议或意见，本 独立财务顾问对投资者根据本核查意见作出的投资决策可能产生的风险，不承担 任何责任。本独立财务顾问特别提请广大投 ...

北京市中伦律师事务所 关于海南海峡航运股份有限公司 重大资产购买暨关联交易实施情况的 法律意见书 二〇二五年六月 北京市中伦律师事务所 关于海南海峡航运股份有限公司 重大资产购买暨关联交易实施情况的 法律意见书 致：海南海峡航运股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受海南海峡航运股份有限公 司（以下简称"海峡股份""上市公司"或者"公司"）的委托，担任海峡股份 重大资产购买暨关联交易（以下简称"本次交易"）的专项法律顾问。 根据有关法律、法规和规范性文件的规定，按照律师行业公认的业务标准、 道德规范和勤勉尽责精神，本所已就本次交易出具《北京市中伦律师事务所关于 海南海峡航运股份有限公司重大资产购买暨关联交易的法律意见书》《北京市中 伦律师事务所关于海南海峡航运股份有限公司内幕信息知情人登记制度的制定 和执行的核查意见》《北京市中伦律师事务所关于海南海峡航运股份有限公司重 大资产购买暨关联交易相关主体买卖股票情况的自查报告之专项核查意见》（上 述文件以下统称为"原法律意见书"）。 本所律师现就本次交易的实施情况出具本法律意见书。除非另有说明，原法 律意见书中发表法律意见的前提、假设和相关简称同 ...

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Insights - The shipping rates on the Asia-Brazil route have surged by 100% due to a shortage of available vessels and containers, with rates reaching $3,300 per container [2][12] - The global new ship order volume has dropped to a four-year low, with only 439 vessels ordered in the first four months of 2025, a significant decrease from 980 vessels in the same period of 2024 [2][13] - During the Dragon Boat Festival in 2025, civil aviation passenger volume reached 5.63 million, with a total of 101 new international air cargo routes opened in the first five months [2][14] - The express delivery industry saw a 15.4% year-on-year increase in package volume during the Dragon Boat Festival, with a total of 1.511 billion packages collected nationwide [2][21] Summary by Sections 1. Industry Hot Events - The Asia-Brazil shipping rates increased by 100% due to a shortage of vessels and containers, influenced by trade policies and seasonal demand [12] - The civil aviation passenger volume during the Dragon Boat Festival reached 5.63 million, with 101 new international air cargo routes opened [14] - The express delivery industry experienced a 15.4% year-on-year growth in package volume during the Dragon Boat Festival [21] 2. High-Frequency Data Tracking - In May 2025, domestic cargo flight operations decreased by 6.76%, while international flights increased by 26.98% [33] - The shipping price index for domestic trade decreased, while dry bulk freight rates increased [41] - The express delivery business volume in April 2025 rose by 19.10% year-on-year, with revenue increasing by 10.80% [52] 3. Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics [4] - Attention to low-altitude economy investment opportunities, recommending CITIC Offshore Helicopter [4] - Investment opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Haixia Co [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, China Southern Airlines, and Spring Airlines [4]

Group 1 - The core viewpoint of the news is the performance of the China Securities Index Shipping Index, which has shown a recent increase of 2.39% over the past month and a slight increase of 1.96% over the past three months, while it has decreased by 2.86% year-to-date [1] - The China Securities Index Shipping Index is composed of various industry companies classified into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing a comprehensive analysis tool for investors [1] - The top ten weighted stocks in the China Securities Index Shipping Index include COSCO Shipping Holdings (17.66%), China Merchants Energy Shipping (14.9%), COSCO Shipping Energy Transportation (12.0%), China Merchants Jinling Shipyard (9.11%), and others [1] Group 2 - The market share of the China Securities Index Shipping Index holdings is predominantly from the Shanghai Stock Exchange, accounting for 91.83%, while the Shenzhen Stock Exchange accounts for 8.17% [2] - The holdings of the China Securities Index Shipping Index are entirely composed of the shipping industry, with a 100% allocation [3] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December, ensuring that the weight factors are updated accordingly [3]

公司董事会谨向李召辉先生在任期间对公司发展所作出的贡献表示衷心感 谢！ 特此公告。 海南海峡航运股份有限公司 关于公司副总经理兼董事会秘书辞职的公告 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。 海南海峡航运股份有限公司（以下简称"公司"）董事会于 2025 年 6 月 5 日收到公司副总经理兼董事会秘书李召辉先生提交的书面辞职报告。李召辉先生 由于工作变动原因，申请辞去所任公司副总经理、董事会秘书以及公司下属子公 司一切职务，辞职后，李召辉先生将不再担任公司任何职务。截至本公告披露日， 李召辉先生未持有公司股份。 根据《深圳证券交易所股票上市规则》的规定，李召辉先生的辞职报告自送 达公司董事会之日起生效。在公司聘任新任董事会秘书前，公司董事长王然先生 代行董事会秘书职责。公司将按照相关程序尽快完成董事会秘书聘任工作。 股票简称：海峡股份 股票代码：002320 公告编号：2025-42 海南海峡航运股份有限公司 董 事 会 2025 年 6 月 6 日 ...

Core Viewpoint - The company has appointed new executives, including a general manager and a deputy general manager, following the resignation of the previous general manager due to personal work changes [1][2]. Group 1: Executive Appointments - The board of directors unanimously approved the appointment of Cai Lingjian as the new general manager, with a term aligned with the current board's tenure [1]. - Zhang Fenfen has been appointed as the deputy general manager, also with a term consistent with the current board's tenure [2]. Group 2: Background of New Executives - Cai Lingjian, born in April 1985, holds a bachelor's degree and is a mid-level accountant. He has held various positions within Hainan Port and Shipping Holdings Co., Ltd. and has served as the company's chief accountant and board secretary [2][3]. - Zhang Fenfen, born in March 1982, also holds a bachelor's degree. She has experience in several roles within the company and its controlling shareholder, Hainan Port and Shipping Holdings Co., Ltd. [3][4].