Core Viewpoint - The Hainan stock market is experiencing a counter-trend rise, driven by the implementation of new duty-free shopping policies that have led to increased consumer spending and engagement in the region [1] Group 1: Market Performance - Hainan's stock market saw significant gains, with stocks like Intercontinental Oil & Gas, Caesar Travel, Haima Automobile, and Haixia Co. reaching their daily limit up [1] - Notable performers include: - Intercontinental Oil & Gas: +10.16%, market cap of 11.7 billion - Caesar Travel: +10.01%, market cap of 12 billion - Haima Automobile: +10.01%, market cap of 14.5 billion - Haixia Co.: +10.00%, market cap of 34.4 billion - Jinpan Technology: +6.71%, market cap of 36.3 billion - Kangzhi Pharmaceutical: +6.29%, market cap of 4.228 billion [2] Group 2: Policy Impact - The new duty-free shopping policy, effective from November 1, includes the addition of six categories of domestic products eligible for tax exemption, expanding the scope of benefits for consumers [1] - The policy aims to enhance shopping convenience and offers various incentives for different consumer groups, resulting in increased shopping amounts, items, and customer numbers compared to the same period last year [1]

（文章来源：每日经济新闻） 每经AI快讯，11月5日，海南自贸区概念股逆势上涨，海峡股份率先涨停，海南机场、海汽集团涨逾 4%。 ...

Core Viewpoint - The Hainan Free Trade Zone sector is experiencing strong performance, with stocks such as Haima Automobile, Haixia Co., and Intercontinental Oil & Gas hitting the daily limit up, while Hainan Airport and Hainan Development also saw gains following the implementation of the new duty-free shopping policy on November 1 [1] Group 1: Policy Impact - The new duty-free shopping policy in Hainan officially took effect on November 1, leading to a significant increase in shopping activity [1] - On the first day of the policy's implementation, the customs authority reported a duty-free shopping amount of 78.549 million yuan, with 54,800 items purchased by 12,700 shoppers [1] - The sales revenue on the first day increased by 6.1% compared to the day before the policy was enacted, indicating an initial positive effect of the policy [1]

Meeting Announcement - The company will hold its 2025 Eighth Extraordinary General Meeting on November 20, 2025, at 15:00 [2][3][29] - The meeting will combine on-site voting and online voting [4] - The record date for shareholders to attend the meeting is November 14, 2025 [5] Meeting Details - Shareholders can register for the meeting on November 18 and 19, 2025 [9] - The meeting will take place at the company's office in Haikou, Hainan [7] - The agenda includes significant matters affecting minority investors, which will be counted separately [8] Board Resolutions - The board approved the appointment of Zhongshun Zhonghuan Accounting Firm as the auditor for the 2025 fiscal year, with a service fee of 1.349 million yuan [22][43] - The company plans to apply for the issuance of medium-term notes not exceeding 5 billion yuan to optimize its debt structure [24][52] - The investment scale for the New Sea Passenger Hub project has been adjusted from 1.451 billion yuan to 1.596 billion yuan due to increased costs [63][66] Financial and Operational Plans - The medium-term notes will be issued to meet operational needs, including debt repayment and project investment [55] - The company aims to ensure the project's timely completion and operational efficiency through additional investments [71]

Core Viewpoint - The company announced an increase in the investment scale for the new passenger transport hub project from 1.451 billion yuan to 1.596 billion yuan [2] Group 1 - The subsidiary involved is Haikou Xinhai Ferry Terminal Co., Ltd. [2] - The project in question is referred to as the Xinhai Roll-on/Roll-off Terminal Passenger Transport Comprehensive Hub Project [2] - The adjustment in investment reflects a change in project scope or cost considerations [2]

Core Viewpoint - The company plans to apply for the registration of medium-term notes not exceeding 5 billion yuan (including 5 billion yuan) in the interbank market [1] Group 1 - The company announced its intention to issue medium-term notes [1] - The final registration amount will be determined by the notice received from the China Interbank Market Dealers Association [1]

格隆汇11月4日丨海峡股份(002320.SZ)公布，为满足海南海峡航运股份有限公司经营发展需要，优化债 务结构，拓宽融资渠道，公司拟向中国银行间市场交易商协会申请注册发行不超过50亿元（含50亿元） 的中期票据，最终注册额度以公司在中国银行间市场交易商协会取得的注册通知书为准。 ...

Core Viewpoint - The company plans to issue medium-term notes not exceeding 5 billion yuan to optimize its debt structure and expand financing channels [1] Group 1 - The company aims to meet the operational development needs of Hainan Strait Shipping Co., Ltd. [1] - The registration for the issuance will be submitted to the National Association of Financial Market Institutional Investors [1] - The final registered amount will be based on the notice received from the association [1]

Group 1 - The core viewpoint of the article highlights the significant increase in overseas orders for a specific industry, with a reported surge of 246%, covering over 50 countries and regions [1] - The company, Haixia Co., Ltd. (SZ 002320), announced a temporary board meeting on November 4, 2025, to discuss the appointment of an auditing firm for the fiscal year 2025 [1] - For the first half of 2025, Haixia Co., Ltd.'s revenue composition was as follows: waterway transportation accounted for 92.9%, port operations for 5.4%, and value-added transportation services for 1.7% [1] Group 2 - The current market capitalization of Haixia Co., Ltd. is reported to be 31.3 billion yuan [1] - Industry leaders have warned of potential issues arising from companies selling at a loss, indicating a risk of vicious competition extending to overseas markets [1]

股票简称：海峡股份 股票代码：002320 公告编号：2025-82 3.发行期限：不超过 10 年（含 10 年），相关品种的期限将依据公司资金需 求和市场情况等因素综合确定。 4.发行时间：在注册额度有效期内，根据公司实际资金需求及市场情况择机 一次性或分期发行。 5.发行利率：市场定价，公司将密切关注市场波动，选择合适的时间窗口择 机发行，严格控制发行价格。 6.发行方式：采用簿记建档、面向合格投资者公开发行方式。 海南海峡航运股份有限公司 关于拟申请注册发行中期票据的公告 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。 为满足海南海峡航运股份有限公司（以下简称"公司"）经营发展需要，优 化债务结构，拓宽融资渠道，公司拟向中国银行间市场交易商协会申请注册发行 不超过 50 亿元（含 50 亿元）的中期票据，最终注册额度以公司在中国银行间市 场交易商协会取得的注册通知书为准，具体如下： 一、本次拟注册中期票据的基本情况 注册发行方案要素预计如下： 1.发行主体：海南海峡航运股份有限公司 2.注册发行规模：拟向中国银行间市场交易商协会申请注册发行 ...