Core Viewpoint - The article discusses the official launch of the Hainan Free Trade Port's full island closure on December 18, which is expected to create a special customs regulatory area and implement a policy of "one line open, two lines controlled, and free within the island" [5][6]. Group 1: Policy Implications - The "one line open" policy allows for more freedom and convenience for people, capital, goods, and data from foreign countries and regions to enter Hainan [6]. - The "two lines controlled" policy means that special policies applicable only within Hainan will be managed by mainland policies when elements enter the mainland [6]. - The closure is anticipated to optimize the development environment for the private economy and stimulate investment activity, providing clear development opportunities for multiple industries [6]. Group 2: Beneficiary Industries - Industries such as import-export trade, international shipping, and logistics will directly benefit from customs facilitation and tax incentives [7]. - The tourism, hotel, exhibition, cultural entertainment, and healthcare sectors are expected to expand due to visa-free and tax-free policies, attracting more international visitors [7]. - High-end manufacturing and technology sectors, including biomedicine and digital economy, will benefit from zero tariffs and low tax rates, reducing R&D costs and attracting businesses [7]. Group 3: Investment Opportunities - The closure is seen as a significant opportunity for the trade sector and will help Hainan accelerate its development as an international tourism consumption center [7]. - Stakeholders in the tourism industry, including scenic spots, hotels, and travel retailers, are expected to benefit in the long term [7]. - Areas such as duty-free shopping, cross-border finance, and international shipping are projected to present investment opportunities post-closure [7].

Core Viewpoint - The Hainan sector in the A-share market experienced a collective decline, with several companies reporting significant drops in their stock prices, indicating a bearish trend in the region [1][2]. Company Performance Summary - **Luoniushan (罗牛山)**: Stock price decreased by 8.82%, with a total market capitalization of 10.5 billion and a year-to-date increase of 37.07% [2]. - **Haima Automobile (海马汽车)**: Stock price fell by 8.68%, total market capitalization at 13.7 billion, and a year-to-date increase of 98.80% [2]. - **Jingliang Holdings (京粮控股)**: Experienced an 8.08% drop in stock price, with a market cap of 5.212 billion and a year-to-date increase of 16.75% [2]. - **Haifengsu (海丰速)**: Stock price decreased by 7.66%, with a market cap of 5.531 billion and a year-to-date increase of 36.16% [2]. - **Hainan Airlines Group (海汽集团)**: Stock price down by 6.70%, total market capitalization of 6.867 billion, and a year-to-date increase of 19.00% [2]. - **Haixia Shares (海峡股份)**: Stock price fell by 6.41%, with a market cap of 23.8 billion and a year-to-date increase of 63.86% [2]. - **Jinpan Technology (金盘科技)**: Experienced a 5.38% decline in stock price, with a market cap of 38.6 billion and a year-to-date increase of 105.87% [2]. - **Caesar Travel (凯撒旅业)**: Stock price decreased by 4.24%, total market capitalization at 9.783 billion, and a year-to-date increase of 50.62% [2]. - **Kangzhi Pharmaceutical (康芝药业)**: Stock price fell by 4.15%, with a market cap of 4.524 billion and a year-to-date increase of 102.86% [2]. - **Hainan Mining (海南矿业)**: Stock price down by 3.88%, total market capitalization of 20.3 billion and a year-to-date increase of 45.46% [2]. - **Hainan Expressway (海南高速)**: Experienced a 3.34% decline in stock price, with a market cap of 6.289 billion and a year-to-date decrease of 18.15% [2]. - **Hainan Airport (海南机场)**: Stock price decreased by 3.20%, total market capitalization at 51.9 billion and a year-to-date increase of 20.11% [2].

Core Viewpoint - The Hainan sector in the A-share market experienced a collective decline, with several companies seeing significant drops in their stock prices, indicating a bearish trend in the region's market performance [1]. Group 1: Company Performance - Luo Niu Shan (000735) saw a decline of 8.82%, with a total market capitalization of 10.5 billion and a year-to-date increase of 37.07% [2]. - Hai Ma Automobile (000572) dropped by 8.68%, with a market cap of 13.7 billion and a year-to-date increase of 98.80% [2]. - Jing Liang Holdings (000505) fell by 8.08%, with a market cap of 5.212 billion and a year-to-date increase of 16.75% [2]. - Hainan Rui Ze (002596) decreased by 7.66%, with a market cap of 5.531 billion and a year-to-date increase of 36.16% [2]. - Hai Qi Group (603069) declined by 6.70%, with a market cap of 6.867 billion and a year-to-date increase of 19.00% [2]. - Hai Xia Shares (002320) fell by 6.41%, with a market cap of 23.8 billion and a year-to-date increase of 63.86% [2]. - Jin Pan Technology (688676) decreased by 5.38%, with a market cap of 38.6 billion and a year-to-date increase of 105.87% [2]. - Kaiser Travel Industry (000796) dropped by 4.24%, with a market cap of 9.783 billion and a year-to-date increase of 50.62% [2]. - Kang Zhi Pharmaceutical (300086) fell by 4.15%, with a market cap of 4.524 billion and a year-to-date increase of 102.86% [2]. - Hainan Mining (601969) decreased by 3.88%, with a market cap of 20.3 billion and a year-to-date increase of 45.46% [2]. - Hainan Expressway (000886) dropped by 3.34%, with a market cap of 6.289 billion and a year-to-date decrease of 18.15% [2]. - Hainan Airport (600515) fell by 3.20%, with a market cap of 51.9 billion and a year-to-date increase of 20.11% [2].

航线方面，践行多通道战略布局，投入"长乐公主"轮、"万荣海"轮2艘大型客滚船舶至海口—北海航 线，实现航线运力升级和双向对开；新开通海口至防城港航线，深化琼桂经贸合作，进一步服务自贸港 建设与西部陆海新通道国家战略，构建更加完善高效的过海运输体系。 持续落地转型升级举措 2017年公司增发股份收购海南港航的轮渡码头资产，业务扩展至港口服务，迈出港航一体化的第一步； 2021年完成琼州海峡航运资源整合，提升琼州海峡"黄金水道"运输服务能力；2025年现金收购中远海运 客运100%股权，客滚船规模达到64艘（截至收购时），全球排名居前……成立于2002年的海峡股份如 今主营以琼州海峡及渤海湾为中心的客滚运输业务，经营着海口至海安、烟台至大连、三亚至西沙等多 条航线，正着力成为中国最优最强的轮渡运输服务商之一。 为了进一步提升核心竞争力，海峡股份正持续进行数字化转型升级，以信息技术为核心驱动，在港口领 域通过智能售票配载、检票、结算及调度系统，打造高效智能化生产模式，实现资源高效整合；在航运 领域依托"三网融合"技术，强化船舶全时段监控，并推动舱内安全预警、智能避碰系统建设，提升航行 安全预判能力，全面优化港口与航 ...

"十四五"时期，海峡股份倾力打造的新海客运枢纽于2023年底投运，以年通行3500万人次、560万辆次 的能力成为全国最大客滚枢纽。枢纽植入人工智能调度系统、智能验票闸机等新技术，车辆通关时间大 幅缩短，船舶调度效率提升25%，实现"数据多跑路、旅客少跑腿"。 在主业稳固基础上，海峡股份重视股东权益，强化价值回报。自2009年上市以来，公司始终保持稳健的 分红政策，累计现金分红次数16次，累计现金分红17.4亿元，平均分红率达53%。通过分红政策的连续 性，让投资者切实感受到公司发展红利，给予投资者长期稳定且可观的收益预期，有效增强公司在资本 市场的投资价值。 展望未来，海峡股份将持续深耕客滚运输主业，深化数智化转型，在自贸港封关运作新起点上续写高质 量发展新篇章。 （文章来源：证券时报） "十四五"时期，海峡股份锚定海南自贸港建设战略机遇，以资源整合为抓手、以科技创新为引擎、以资 本运作为支撑，实现从区域航运企业到全球客滚运输领军者的跨越式发展。 作为琼州海峡客滚运输核心主体，海峡股份率先启动航运资源整合，2021年牵头组建合资公司，实现琼 州海峡47艘船舶统一运营管理，彻底扭转行业分散无序局面。2025年 ...

"十四五"时期，海峡股份（002320）锚定海南自贸港建设战略机遇，以资源整合为抓手、以科技创新为 引擎、以资本运作为支撑，实现从区域航运企业到全球客滚运输领军者的跨越式发展。 "十四五"时期，海峡股份倾力打造的新海客运枢纽于2023年底投运，以年通行3500万人次、560万辆次 的能力成为全国最大客滚枢纽。枢纽植入人工智能调度系统、智能验票闸机等新技术，车辆通关时间大 幅缩短，船舶调度效率提升25%，实现"数据多跑路、旅客少跑腿"。 在主业稳固基础上，海峡股份重视股东权益，强化价值回报。自2009年上市以来，公司始终保持稳健的 分红政策，累计现金分红次数16次，累计现金分红17.4亿元，平均分红率达53%。通过分红政策的连续 性，让投资者切实感受到公司发展红利，给予投资者长期稳定且可观的收益预期，有效增强公司在资本 市场的投资价值。 展望未来，海峡股份将持续深耕客滚运输主业，深化数智化转型，在自贸港封关运作新起点上续写高质 量发展新篇章。(康殷) 作为琼州海峡客滚运输核心主体，海峡股份率先启动航运资源整合，2021年牵头组建合资公司，实现琼 州海峡47艘船舶统一运营管理，彻底扭转行业分散无序局面。2025年 ...

Core Viewpoint - The Hainan Free Trade Zone concept has experienced a decline of 2.09%, ranking among the top declines in concept sectors, with significant losses in stocks such as Jingliang Holdings and Hainan Ruize, while a few stocks like Junda Co., Jinpan Technology, and Zhongtung High-tech saw notable gains [1][2]. Market Performance - The Hainan Free Trade Zone concept saw a net outflow of 860 million yuan from main funds today, with 22 stocks experiencing net outflows, and 6 stocks exceeding 100 million yuan in outflows [2]. - The top net outflow stocks included: - Ronioushan: -265 million yuan - Haima Automobile: -228 million yuan - Haixia Shares: -201 million yuan - Hainan Development: -133 million yuan [2][3]. Stock Movements - Among the stocks in the Hainan Free Trade Zone concept, the following had the largest declines: - Jingliang Holdings: -10.03% - Hainan Ruize: -10.00% - Ronioushan: -9.19% [2][3]. - Conversely, the top gainers included: - Junda Co.: +10.01% - Jinpan Technology: +9.64% - Zhongtung High-tech: +9.44% [1][3].

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601888 | 中国中免 | -0.47 | 1.71 | -29031.86 | | 000735 | 罗牛山 | -9.19 | 17.57 | -26481.89 | | 000572 | 海马汽车 | -6.76 | 12.53 | -22820.10 | | 002320 | 海峡股份 | -7.77 | 3.41 | -20151.72 | | 600650 | 锦江在线 | -3.25 | 10.17 | -6865.41 | | 002596 | 海南瑞泽 | -10.00 | 11.28 | -6362.21 | | 600515 | 海南机场 | 0.86 | 1.66 | -4854.81 | | 000905 | 厦门港务 | -1.23 | 8.76 | -4240.11 | | 603300 | 海南华铁 | -0.29 | 3.69 | -3303.50 | | 000886 | 海南高速 | -4.78 | 6.38 ...

图为"琼州海峡1250客位客滚船项目"签约仪式现场 转自：新华财经 海南海峡航运股份有限公司近日与中国船舶集团有限公司下属子公司武昌船舶重工集团有限公司（以下简称"武昌造船"）在武汉正式签署"琼州海峡1250 客位客滚船项目"建造合同。 武昌造船党委副书记、总经理迟本斌认为，此次签约标志着双方合作迈上新台阶，不仅是基于业务互补的强强联合，更是发展理念的深度契合。双方将在 客滚运输、货滚运输等领域深化协作，共同探索提升运营效率、优化客户体验，构建更加绿色智能的跨海运输通道。 据了解，海峡股份与武昌造船拥有良好的合作历史，此前由武昌造船承建的"金紫荆""紫荆花""紫荆九号"等多艘客滚船已成为保障琼州海峡客滚运输通道 畅通的核心运力。此次再度深化合作，是海峡股份锚定海南自由贸易港发展需求，主动进行运力升级、强化运输保障能力的战略性投资。 该项目的顺利推进，预计将有效增强琼州海峡"黄金水道"的客货运输保障能力，以"绿色航运+优质服务"的叠加优势，助力塑造海南自由贸易港国际化、 可持续的交通形象，为区域经济社会高质量发展与海洋强国建设提供坚实支撑。（洪圆圆） 编辑：赵鼎 此次签约的1250客位客滚船共2艘，入级中国船级 ...

证券日报网讯12月15日，海峡股份（002320）在互动平台回答投资者提问时表示，截至12月10日公司股 东人数约10.1万户。 ...