Core Points - The company Haixia Co., Ltd. (stock code: 002320) reported that as of October 20, the number of shareholders is approximately 97,000 [1]

Core Insights - The shipping and port sector experienced a rise of 0.48% on October 21, with Ningbo Marine leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Ningbo Marine (600798) closed at 4.22, with a gain of 3.18% and a trading volume of 1.0529 million shares, amounting to a transaction value of 438 million yuan [1] - Other notable performers include: - Haixia Co. (002320) at 14.70, up 2.80% with a volume of 2.0146 million shares [1] - COSCO Shipping Development (601866) at 2.65, up 2.32% with a volume of 1.3505 million shares [1] - Ningbo Ocean (601022) at 10.66, up 1.91% with a volume of 330,700 shares [1] - Liaoning Port (601880) at 1.80, up 1.69% with a volume of 1.5551 million shares [1] Capital Flow - The shipping and port sector saw a net outflow of 238 million yuan from institutional funds and 282 million yuan from speculative funds, while retail investors contributed a net inflow of 520 million yuan [3]

Core Viewpoint - The trading volume of Haixia Co. reached 2.22 billion yuan, marking the highest level since April 18, 2018, with a stock price increase of 4.14% and a turnover rate of 6.83% [2] Summary by Category - **Trading Performance** - Haixia Co. achieved a trading volume of 2.22 billion yuan, the highest since April 18, 2018 [2] - The stock price increased by 4.14% [2] - The turnover rate was recorded at 6.83% [2] - The previous trading day's volume was 2.186 billion yuan [2]

Group 1 - The company's stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days on October 16 and 17, 2025 [2] - The company conducted an internal review and confirmed that there were no corrections or supplements needed for previously disclosed information [4][6] - The company did not find any significant undisclosed information in public media that could have impacted its stock price [3][4] Group 2 - The company's production and operational conditions remain normal, with no significant changes in the internal or external business environment [4] - The controlling and indirect controlling shareholders did not trade the company's stock during the period of abnormal price fluctuation [5] - The company confirmed that there are no undisclosed matters that should have been disclosed according to the Shenzhen Stock Exchange's regulations [6]

Core Viewpoint - The stock price of Haixia Co. experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days on October 16 and 17, 2025 [1] Summary by Relevant Sections - **Stock Price Movement** - The company announced that its stock price had a cumulative increase of over 20% over two trading days, indicating significant market activity [1] - **Company Operations** - The company confirmed that there are no corrections or supplements needed for previously disclosed information, and its production and operational conditions remain normal [1] - **External Environment** - There have been no significant changes in the internal and external operating environment of the company [1] - **Disclosure of Information** - The company, along with its controlling and indirectly controlling shareholders, stated that there are no undisclosed significant matters during the period of abnormal stock trading [1] - **Investor Advisory** - The company advised investors to pay attention to officially designated information disclosure media and to invest rationally while being aware of investment risks [1]

股票简称：海峡股份 股票代码：002320 公告编号：2025-77 海南海峡航运股份有限公司 股票交易异常波动的公告 4.经核查，公司、控股股东和间接控股股东不存在关于本公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项。 5.经查询，公司控股股东及间接控股股东在公司股票交易异常波动期间未买 卖公司股票。 2.公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3.近期公司生产经营情况正常，内外部经营环境未发生重大变化。 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。 一、股票交易异常波动情况 海南海峡航运股份有限公司（以下简称"公司"）（证券简称：海峡股份，证 券代码：002320）股票价格于 2025 年 10 月 16 日、10 月 17 日连续 2 个交易日 内日收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的有关规定，属于 股票交易异常波动。 二、公司关注、核实情况说明 针对公司股票异常波动，公司对有关事项进行了核查，并询问了公司控股股 东及间接控股股东，有关情况说明如下： 1.前 ...

Core Viewpoint - The company, Haixia Co., Ltd. (002320), confirmed that it maintains good communication with its second-largest shareholder, Yantian Port (000088), regarding corporate governance and business development, but there are no merger or acquisition plans at this time [1] Group 1 - The company stated that it will comply with legal and regulatory requirements for timely information disclosure regarding any significant matters [1] - The company emphasized the importance of rational investment and awareness of risks [1]

Core Insights - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly announced adjustments to the duty-free shopping policy for travelers in Hainan, effective from November 1 [1] - As of October 16, financing net purchases exceeding 50 million yuan were recorded for 10 local Hainan stocks, with Haixia Co., Zhongtung High-tech, and Intercontinental Oil & Gas leading the list [1] - Institutions predict that nine local Hainan stocks will see improved net profits for the full year of 2025, with Hainan Rubber, Hainan Airport, Jinpan Technology, and Haixia Co. showing the highest profit growth rates [1] Financing and Stock Performance - Ten local Hainan stocks had net financing purchases over 50 million yuan since the second half of the year, with the top three being Haixia Co. (304 million yuan), Zhongtung High-tech (294 million yuan), and Intercontinental Oil & Gas (235 million yuan) [1] - Other notable stocks with net financing purchases above 100 million yuan include Guangsheng Nonferrous, Haima Automobile, HNA Holding, and Hainan Airport [1] Profit Forecasts for 2025 - Institutions forecast significant profit growth for several Hainan stocks in 2025, with Hainan Rubber expected to increase net profit by 96.83%, followed by Hainan Airport (46.13%), Jinpan Technology (33.45%), and Haixia Co. (24.18%) [2] - HNA Holding and Guangsheng Nonferrous are expected to turn losses into profits for the full year [1][2]

Investment Rating - The report rates the transportation industry as "Positive" [1] Core Insights - Over 80% of transportation companies have performed well in ESG scores, with 15 companies scoring above 80 and 12 above 90, representing 83% and 67% respectively [9][11] - 94% of the 18 central enterprises in the transportation sector have completed the required disclosures regarding importance assessment, but only 33% have disclosed third-party verification reports [11][13] - Companies in the high score range actively disclose climate change issues, while those in the lower range focus more on environmental issues, indicating a need for improvement in climate-related disclosures [16][17] - The report highlights the social responsibilities of transportation enterprises, particularly in rural revitalization and safety operations, with a 94% disclosure rate for safety operations [37][41] - Governance scores are generally high, with many companies integrating party building into their governance structures, showcasing a unique governance advantage [47][51] Summary by Sections Overall Performance - More than 80% of transportation companies have good overall ESG scores, with detailed financial importance disclosures and high scores in environmental, social responsibility, and governance aspects [9][16] Importance Assessment - 94% of companies have completed the required disclosures, with 17 out of 18 companies highlighting financial importance [11][13] Environmental & Climate - 83% of companies scored between 30-34 in environmental issues, with high disclosure rates for waste management (100%) and energy management (96%) [16][20] - Climate management disclosures show a high completion rate of 89%, but climate strategy disclosures need improvement, with only 56% of companies fully disclosing [32][35] Social Responsibility - Transportation enterprises have detailed their efforts in rural revitalization and social contributions, achieving a 100% disclosure rate for social responsibility [41][42] - Safety operations are a key focus, with 94% of companies disclosing relevant information [37][45] Governance - Governance scores are high, with 14 companies disclosing governance structures and mechanisms, and many integrating party building into their governance [47][51] - 94% of companies focus on safety risk management, with detailed disclosures on safety management systems [53][56]

Group 1 - The stock of Haixia Co., Ltd. reached the daily limit, with a turnover rate of 7.21% and a transaction amount of 2.186 billion yuan, showing a fluctuation of 11.29% [1] - The stock was listed on the Shenzhen Stock Exchange due to a price deviation of 12.72%, with net selling from the Shenzhen Stock Connect amounting to 35.97 million yuan [2] - The top five trading departments had a total transaction of 644 million yuan, with a net buying amount of 239,200 yuan [2] Group 2 - The main capital inflow for the stock was 107 million yuan, with a significant single net inflow of 154 million yuan, while large single capital saw an outflow of 46.64 million yuan [2] - The latest margin trading balance for the stock was 642 million yuan, with a financing balance of 638 million yuan and a securities lending balance of 4.39 million yuan [2] - Over the past five days, the financing balance increased by 137 million yuan, representing a growth of 27.46%, while the securities lending balance rose by 1.6 million yuan, an increase of 57.39% [2]