Core Viewpoint - Hainan Strait Shipping Co., Ltd. is actively enhancing its governance, information disclosure, investor relations, ESG construction, and shareholder returns as part of the State-owned Assets Supervision and Administration Commission's "Double Hundred Action" initiative, aiming to explore effective paths for state-owned enterprise reform and capital market value enhancement [1][4]. Governance - In 2025, the company will focus on institutional development and governance structure optimization, completing the reform of the supervisory board and strengthening the functions of the board's specialized committees [3]. - The company has received industry recognition, including the "Golden Round Table Company Governance Special Award" and the "Tianma Shareholder Return Award" [3]. Information Disclosure - The company published a total of 198 regular and temporary announcements in 2025, and has been rated A for six consecutive years in the Shenzhen Stock Exchange's information disclosure assessment [3]. Investor Relations - Hainan Strait Shipping has established a communication system that combines online and offline methods, receiving 16 batches of institutional investor visits and holding four performance briefings in a year [3]. - The company has a 100% response rate to investor inquiries on the interactive platform, with 353 questions answered [3]. - It has also launched shareholder discount activities for three consecutive years, exploring new models for shareholder returns [3]. ESG Construction - The company held its first ESG report communication meeting, inviting independent directors to participate in discussions, and achieved an A rating in the Wind ESG rating after the 2024 ESG report disclosure [3]. Shareholder Returns - Since its listing in 2009, the company has distributed cash dividends 16 times, totaling 1.74 billion yuan, with an average dividend payout ratio exceeding 53% [4]. - The company plans to continue enhancing investor relations management and promoting high-quality development in line with the "Double Hundred Action" reform requirements [4].

Group 1 - On January 7, 21 companies were investigated by institutions, with 19 of them being attended by funds, highlighting a strong interest in specific companies like Chaojie Co., Shunhao Co., and Dongfang Shenghong [1][2] - Chaojie Co. received the most attention, with 27 funds participating in its investigation, while Shunhao Co. and Dongfang Shenghong had 18 and 13 funds respectively [1][3] - The companies investigated belong to various sectors, with the electronics and machinery equipment industries having the highest representation, each with 3 companies [1] Group 2 - Among the companies investigated, 3 have a total market capitalization exceeding 500 billion yuan, with BOE Technology Group being one of them, while 8 companies have a market cap below 100 million yuan [1] - In terms of market performance, 14 out of the investigated stocks increased in value over the past 5 days, with the highest gains seen in Pulite, Shunhao Co., and Guanglian Aviation, which rose by 38.07%, 20.57%, and 13.49% respectively [1][2] - Conversely, 4 stocks experienced declines, with the largest drops recorded by Binglun Environment, Haixia Co., and Dongfang Shenghong, which fell by 11.15%, 10.70%, and 2.09% respectively [1]

投资者关系活动记录表 编号：20260107 | 投资者关系活动类别 | 特定对象调研 | ☐ 分析师会议 | | --- | --- | --- | | | ☐ 媒体采访 | ☐ 业绩说明会 | | | ☐ 新闻发布会 | ☐ 路演活动 | | | ☐ 现场参观 | | | | 其他 ☐ 开源证券 初敏 董璐 | | | | 博时基金 占东简 国泰海通资管 陈子彦 | | | | 鹏扬基金 黄涛 | | | | 国泰海通 吴劭勉 | | | 参与单位名称及人 | 厦门信托 蔡宇泽 | | | | 中信建投证券 聂安 | | | 员姓名 | 银河证券 许凝宁 | | | | 中信证券 曹渊 | | | | 太保资产 陈晓晓 | | | | 红塔证券 夏青 | | | | 上海信保信息技术有限公司 | 吴末 | | 时间 | 2026年1月7日 10:30-11:30 | | | 地点 | 海南省海口市滨海大道157号港航大厦14层 | | | 上市公司接待人员姓 | 许楠楠 刘哲 | | | 名 | | | | | 公司介绍：公司2002年由海南港航控股有限公司、深圳市盐田港股份 有限公司等5位股东发起设立 ...

证券日报网讯 1月5日，海峡股份（002320）在互动平台回答投资者提问时表示，截至2025年12月31日 股东总户数约11.9万户。 ...

Core Insights - The company achieved a record high in transportation during the New Year's holiday, successfully escorting 37,200 vehicles and 110,800 passengers across the Qiongzhou Strait, emphasizing safety, intelligence, and service as core principles [1][9] Group 1: Safety Measures - The company conducted a comprehensive safety inspection of its vessels before the holiday, addressing 12 issues related to equipment aging, missing signage, and electrical hazards, achieving a 100% rectification rate [2] - All vessels underwent special inspections focusing on core components and safety equipment, ensuring a 100% seaworthiness rate [4] - Crew members were on duty 24/7 during the holiday, strictly adhering to inspection protocols to ensure 100% security checks for vehicles and passengers, preventing dangerous goods from being brought on board [4] Group 2: Digital Transformation - To alleviate congestion during peak travel times, the company deepened its digital transformation, implementing a service model that emphasizes online processes through the "Qiongzhou Strait Ferry Manager" WeChat public account, allowing for ticket purchasing, reservations, and inquiries [5] - The implementation of facial recognition technology improved ticketing efficiency by 60%, while a new intelligent ticketing system for trucks enhanced clearance efficiency by 40% and reduced average port entry time by 25% [5] Group 3: Customer Service - The company organized two training sessions for frontline service staff to enhance their ability to address passenger inquiries and provide proactive care [7] - During the holiday, the company set up convenience service stations on vessels, providing assistance such as hot water and emergency medications, totaling 125 instances of help [7] - Special services were offered for elderly and disabled passengers, including green channels and dedicated personnel to assist with boarding, serving 120 special passengers [7] Group 4: Supply Chain Support - The company established a "green channel" for the transportation of essential winter goods, prioritizing their entry, inspection, and boarding to ensure smooth supply [8] - This initiative demonstrated the company's commitment to social responsibility in ensuring the transportation of essential goods during the holiday period [9] Group 5: Future Outlook - The successful transportation efforts during the New Year's holiday serve as a foundation for the upcoming Spring Festival transportation work, with the company pledging to continue enhancing safety, intelligence, and service quality in support of Hainan's free trade port development [9]

转自：新华财经 编辑：赵鼎 针对新能源车特点，海峡股份优化预约购票流程。车主可通过"琼州海峡轮渡管家"小程序／App等官方 渠道，直接选择"新能源车"类型进行购票。当前已进入元旦假期返程高峰，海峡股份还会根据需求增开 班次，新能源车专班航线主要运营线路为海口秀英港至海安新港线路，车主可按照购票航班时间，提前 不超过2小时抵达港口，确保过海无忧。 新能源车运输采取"人车分离"运输模式，海峡股份提醒，在航行过程中，请遵守相关规定，配合船员装 载。如遇特殊情况，可及时与工作人员沟通。未来，公司还将不断完善新能源车过海服务保障体系，并 根据需求动态调整专载航班数量，优化服务流程，让新能源车过海更加便捷安全。（叶文华） 2026年元旦假期，琼州海峡迎来新能源车过海高峰。近两日数据显示，新能源小车跨海需求增长幅度较 大，假期期间，海南海峡航运股份有限公司已大幅增开新能源车辆专载航班，未来还将根据需求动态调 整专载航班数量，实施全流程安全保障措施，确保出行通道畅通无阻。 ...

Core Insights - The Hainan Free Trade Port successfully managed its first holiday transportation challenge during the New Year holiday, with Hainan Strait Shipping Co., Ltd. ensuring smooth operations and service optimization [1] Group 1: Transportation Performance - During the New Year holiday, a total of 33,000 vehicle trips and 101,000 passengers were transported, showing significant year-on-year growth in both vehicle and passenger flow [1] - The company deployed sufficient capacity and optimized service processes to guarantee orderly transportation across the Qiongzhou Strait [1] Group 2: New Energy Vehicle Services - In response to the increased demand for cross-sea transportation of new energy vehicles, the company provided dedicated services, allowing owners to book tickets directly for their vehicle types [3] - Additional special services for new energy vehicles were introduced during the holiday period to ensure adequate transport capacity [3] Group 3: Ticket Availability and Recommendations - As of January 3, 16:30, ticket availability was sufficient, with specific numbers reported: 1,474 tickets for fuel vehicles at Xinhai Port, 333 tickets for fuel vehicles at Xiuying Port, and 132 tickets for new energy vehicles at Xiuying Port [3] - The company emphasized the importance of advance ticket purchases for a smooth return journey, advising small vehicle passengers to arrive at the port no more than 2 hours before their scheduled departure [3]

转自：新华财经 编辑：郭洲洋 据了解，海口新海港及秀英港将在节假日期间严格执行预约过海机制。小车司机需根据手机短信提醒的到港时间，提前不超过2小时到港。货车司机则必 须按照预约的航班时间，提前到达"二线口岸"查验场。相关措施有效保障了车辆高效有序进出港，出岛货车在海口新海港和南港 "二线口岸"（货运）集 中查验场有序排队，快速通行。 节假日期间，海峡股份将通过线上直播形式，实时传递港口现场动态与通行提示。公众如需了解更多航班动态与过海信息，可关注"琼州海峡轮渡管 家"及"新海港"官方微信公众号获取。（叶文华） 2026年元旦假期首日，琼州海峡过海通行安全有序。据海南海峡股份有限公司介绍，1月1日0时至17时，海峡股份累计护航进出岛车辆0.9万辆次、进出岛 旅客2.7万人次，海口新海港整体通行秩序平稳顺畅。 ...

转自：新华财经 2026年元旦假期出行高峰来临之际，海南海峡航运股份有限公司以港口与船舶为双核心，构建"陆海一体、智能高效、服务暖心、保障有力"的全链条服务体 系，全力保障假期琼州海峡过海通行安全顺畅，助力海南自由贸易港高效运转。 港口智序畅行 海口新海港作为海南自由贸易港交通枢纽核心节点，以"服务提质、效率提级、体验提优"为导向，打造多维立体服务网络。 在过海流程方面，车辆抵港后智能分导系统自动识别，未预约车辆由专人引导至临时停放区快速办理，有效杜绝拥堵。智能检票系统让旅客实现无感通关， 大幅减少排队等候时间。 实行每趟航行前安全检查机制，确保船舶处于最佳运营状态。船舶设施同步升级，增设母婴室、无障碍通道、充电区及休闲阅读区，提供热水、毛毯、旅游 咨询等服务，部分船舶推出特色餐饮，营造海上"家"节氛围。 专业团队方面，组织全员安全培训与应急演练，提升应急处置能力。一线船员实行24小时值班制度，全力保障运营与服务需求。制定恶劣天气、设备故障、 旅客急救等多场景应急预案，配足应急物资。 应急指挥中心24小时待命，与海事、医疗等部门紧密联动，确保快速响应，织就海上"安全网"。 2026年的第一趟旅程，从一段安稳的 ...

"航运安全，人才是核心支撑。'共享船员'机制不仅是对周期性运力高峰的前瞻应对，更是跨企业资源优化配置的创新实践，实现船员资源的'削峰填 谷'。"海峡股份相关负责人表示，该机制有效缓解了春运等高峰期专业船员紧张的局面，为封关后首个春运的客滚运输提供了稳定保障。 随着海南自由贸易港全岛封关运作正式启动，琼州海峡的客货运量已呈现"预热式"增长。据预测，2026年春运期间，琼州海峡的旅客量预计将达到497万 人次，车辆116万台，较往年显著增长。面对封关后的首场春运"大考"，海峡股份与中远海运船员管理有限公司持续深化"共享船员"合作机制，为春运期 间船舶运力保障夯实人才基础。 据了解，"共享船员"机制是一种船员资源优化配置模式，通过整合跨区域船员资源，提升运输效率与服务保障能力。该机制依托中国远洋海运集团有限公 司内部船员力量统筹调配，实现对琼州海峡航运高峰期的应急支援，是提升琼州海峡滚装运输能力的重要举措之一。 2025年春运期间，海峡股份已成功调配145名"共享船员"，构建动态补给网络，实现"人休船不休"的高效运转。在总结去年经验的基础上，2025年6月，海 峡股份结合交通运输部相关专项行动方案中对船舶配员的要求 ...