Core Viewpoints - The shipping industry is experiencing high volatility in crude oil freight rates while container shipping rates on long-distance routes are declining [3] - The first hybrid tilt-rotor unmanned aerial vehicle (eVTOL) model has been accepted for application by the Southwest Civil Aviation Administration, and a collaboration between Saudi Arabia and Ehang is set to launch autonomous flying vehicles and air taxi services [3] - China's first national standard for logistics enterprise digitization has been officially released, and the "parallel port" logistics model has achieved a throughput of over 76,000 tons in its first year of operation [3] Shipping Industry - As of September 25, the China Import Crude Oil Comprehensive Index (CTFI) was reported at 1908.03 points, a decrease of 3.4% from September 18 [3] - The VLCC market in the Middle East is seeing a slowdown in cargo availability, while the Atlantic and Gulf routes remain relatively calm [3] - The shipping rates from Shanghai to Europe and the U.S. have decreased, with rates to Europe at $971/TEU (down 7.7%) and to the U.S. West and East coasts at $1460/FEU (down 10.8%) and $2385/FEU (down 6.7%) respectively [3] Aviation Industry - The first hybrid tilt-rotor eVTOL model application has been accepted, marking a significant milestone in China's aviation sector [3] - Saudi Arabia's Front End and Cluster2Airports are collaborating with Ehang to introduce autonomous flying vehicles and air taxi services [3] Logistics and New Transportation Models - The national standard for logistics enterprise digitization was released on September 26, focusing on general requirements [3] - The "parallel port" logistics model has been operational for one year, achieving a throughput of 76.61 million tons and 37,000 standard containers [3] Investment Recommendations - Companies in the equipment and manufacturing export chain are recommended for attention, including COSCO Shipping Specialized, China Merchants Energy Shipping, and Huamao Logistics [6] - Opportunities related to the construction of hydropower stations in the Yarlung Tsangpo River downstream are highlighted, with a focus on Sichuan Chengyu, Chongqing Port, and Fulmin Transportation [6] - The low-altitude economy and highway-railway sectors are also suggested for investment, with specific companies recommended for consideration [7]

Group 1 - The company Haixia Co., Ltd. (SZ 002320) announced the convening of its 15th temporary board meeting of the 8th session on September 28, 2025, via communication voting [1] - The meeting reviewed the proposal regarding the appointment of the company's deputy general manager [1] - For the first half of 2025, the revenue composition of Haixia Co., Ltd. was as follows: waterway transportation accounted for 92.9%, port services accounted for 5.4%, and value-added transportation services accounted for 1.7% [1] Group 2 - The competition between Nongfu Spring and Yibao has intensified, with Nongfu Spring's green bottle launch leading to a significant market share decline for Yibao, dropping nearly 5 percentage points [1]

海南海峡航运股份有限公司 第八届董事会第十五次临时会议决议公告 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"公司"或"海峡股份"）于 2025 年 9 月 23 日以 OA、电子邮件的形式向全体董事发出第八届董事会第十五次临时 会议通知及相关议案等材料。会议于 2025 年 9 月 28 日以通讯表决方式举行，本 次会议由董事长王然先生主持，会议应出席董事 11 名，实际出席董事 11 名，会 议的召集、召开程序符合《公司法》和海峡股份《公司章程》的有关规定。与会 董事经充分审议，表决通过了以下决议： 一、会议以 11 票同意，0 票反对，0 票弃权，审议通过了关于聘任公司副总 经理的议案。 根据海峡股份《公司章程》相关规定，同意聘任朱文星先生担任公司副总经 理职务，任期与第八届董事会任期一致，朱文星先生简历详见附件。该议案已经 公司第八届董事会提名委员会 2025 年第五次会议审议通过，并提交董事会审议。 特此公告。 股票简称：海峡股份 股票代码：002320 公告编号： 2025-75 海南海峡航运股份有 ...

Core Viewpoint - The company, Haixia Co., has implemented emergency measures in response to Typhoon "Bolaoi," ensuring the safety and needs of stranded drivers and passengers during the storm [1][3]. Group 1: Emergency Response - Haixia Co. initiated a "Warm Heart Escort" emergency plan to safeguard stranded drivers and passengers as Typhoon "Bolaoi" impacted operations [1]. - A dedicated service team was formed to provide support to stranded individuals, delivering 1,281 care packages to truck drivers and passengers [3]. - The service team also addressed concerns regarding the resumption of ferry services and provided a "One-stop Customs Clearance Guide" to facilitate efficient post-typhoon operations [3]. Group 2: Operational Preparedness - The company is closely monitoring weather conditions 24/7 and has all staff on standby to expedite the resumption of ferry services [3]. - Passengers are advised to purchase tickets in advance and for truck drivers to make reservations, with a recommendation to arrive at the port two hours before departure to avoid inconvenience [4]. - The company emphasizes its commitment to prioritizing the needs of the public and ensuring safe and smooth travel for all passengers and drivers [4].

Core Viewpoint - The company is implementing a comprehensive safety assurance system to ensure safe travel for passengers during the upcoming National Day and Mid-Autumn Festival holidays, focusing on organizational structure, vessel management, and port services [1] Group 1: Safety Management - The company has established a two-tier management system consisting of a "Safety Supervision Group + Assurance Group" to enforce responsibility and eliminate risks through a closed-loop management approach [3] - A pre-holiday safety inspection plan has been developed, focusing on critical areas such as vessel navigation logs, personnel duty, and hazardous materials checks, with a 100% rectification rate for equipment maintenance and operational issues [3] Group 2: Port Control - The company adopts a "zero tolerance" approach to safety checks, emphasizing the inspection of fire safety equipment and electrical wiring, with a 24-hour leadership presence [4] - Security checks are strictly enforced with a 100% inspection rate for all packages and liquids, utilizing both manual and equipment-based methods [4] - In response to adverse weather conditions, the company collaborates with public security and fire departments for joint prevention and control, conducting regular patrols and emergency drills [4] Group 3: Vessel Management - During the holiday period, the company will implement a specialized inspection and rectification plan for vessels, ensuring that each vessel has a tailored corrective action plan with designated responsibilities and deadlines [5] - A "dual lookout" system is in place for vessel navigation, requiring crew members to record lookout conditions every 15 minutes and calibrate lookout equipment hourly [5] - The company maintains a 100% coverage rate for the maintenance of key equipment, with daily inspections and quarterly comprehensive checks, reinforcing safety measures for passenger travel [5]

为破解这一难题，海峡股份机务管理部经过深入研究和反复试验，创新推出了桅杆改造方案。该方案在不改变桅杆原有高度的前提下，采用"电动液压+应 急手摇"双驱动模式，为桅杆安装了"液压伸缩杆"。这一创新设计使得桅杆能够在5分钟内快速放倒，满足世纪大桥24米的净空高度要求，从而确保船舶能够 顺利进入新港锚地防台。 实施桅杆改造后，效果显著。在台风过后，船舶能够在2小时内迅速返回港口投入营运，相比以往缩短了20余小时的返程时间，大大提高了运营效率。同 时，该改造项目仅需在港口停靠时进行施工，单船改造成本可控，且不影响船舶的日常运输任务。 海南海峡航运股份有限公司（以下简称"海峡股份"）机务管理部近日成功实施了一项技术创新——客滚船桅杆改造项目，有效解决了客滚船在台风季节面临 的航程远、成本高、复运慢等难题，显著提升了防台风后的运力恢复效率。 长期以来，连接海口湾的新港锚地作为优良的船舶避风锚地，受限于大部分客滚船桅杆的高度，无法直接通过净空24米的世纪大桥进入。台风来临时，这些 船舶不得不绕行海南岛或经湛江海域至广州锚地防台风，航程超过400海里，耗时长达3—5天，且每次防台风的燃油消耗成本高昂。还导致港口车辆积压、 旅 ...

9月26日，海峡股份涨5.66%，截至发稿，报9.34元/股，成交2.41亿元，换手率1.19%，总市值208.70亿 元。 资料显示，海南海峡航运股份有限公司位于海南省海口市滨海大道157号港航大厦14楼，成立日期2002 年12月6日，上市日期2009年12月16日，公司主营业务涉及船舶运输和轮渡港口服务。主营业务收入构 成为：海安航线72.21%，烟大航线10.48%，西沙航线6.17%，港口业务5.40%，其他航线3.72%，其他 (补充)1.70%，北海航线0.32%。 从海峡股份十大流通股东角度 数据显示，南方基金旗下1只基金位居海峡股份十大流通股东。南方中证1000ETF（512100）二季度增 持117.45万股，持有股数618.37万股，占流通股的比例为0.28%。根据测算，今日浮盈赚取约309.19万 元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益27.39%，同 类排名2082/4220；近一年收益61.83%，同类排名1362/3824；成立以来收益12.74%。 南方中证1000ETF（512100）基金经理为崔蕾。 截 ...

Group 1 - The stock price of Hainan Strait Shipping Co., Ltd. increased by 2.04% on September 26, reaching 9.02 CNY per share, with a total market capitalization of 20.155 billion CNY [1] - The company has seen a year-to-date stock price increase of 38.56%, with a recent decline of 3.43% over the last five trading days [1] - Hainan Strait Shipping's main business segments include shipping services, with the majority of revenue coming from the Hai'an route (72.21%), followed by the Yan-Da route (10.48%) and the Xisha route (6.17%) [2] Group 2 - For the first half of 2025, Hainan Strait Shipping reported a revenue of 2.721 billion CNY, representing a year-on-year growth of 15.11%, while the net profit attributable to shareholders decreased by 47.30% to 126 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 last three years [3] - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 6.7894 million shares [3]

Core Viewpoint - The company is exploring the feasibility of new航线 and will announce any new routes if they are established [2] Summary by Category - **Company Actions** - The company is conducting research on new航线 that have commercial viability [2] - The company commits to timely announcements regarding the opening of new航线 [2]

证券日报网讯海峡股份（002320）9月25日在互动平台回答投资者提问时表示，公司会以市场为导向、 以游客体验为核心，并结合西沙旅游航线的独特性，适时推动船舶运力结构优化与旅游产品升级。 ...