海峡股份（002320.SZ）12月5日在投资者互动平台表示，公司今年收购的中远海运客运公司运营"大连 —仁川"国际航线，开展国际货物运输业务。公司注册地位于海南省，公司在海南区域运营新海港和秀 英港轮渡港口业务，除此外无其他货运码头。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！请问贵公司目前是否涉及国际货物运输业 务？如有，公司注册地是否位于海南省？或公司是否有发展国际货物运输业务的意向，以及公司旗下港 口除琼州海峡客滚码头外是否有货运码头？ （文章来源：每日经济新闻） ...

| 发社会舆情。但若过度配置运力，淡季又面临船舶闲置率高、运营成本攀 | | --- | | 升的压力，形成"高峰期不够用、淡季用不完"的结构性矛盾。 | | 问：公司通过什么方式应对自贸港封关运作带来的车客流量增长？ | | 答：公司可以通过增加平板驳船投入、新造客滚船舶来满足市场需求， | | 此外可以通过开辟新航线缓解海口至海安航线压力。 | | 问：公司离岛免税相关业务参与情况？ | | 答：公司新海客运综合枢纽设有离岛免税提货点，可通过多种方式与 | | 具备资质的免税运营商开展合作，例如场地租赁、物流服务配套等方式参 | | 与免税业务链条。 | | 问：中远海运客运整合进展？ | | 答：中远海运客运已纳入海峡股份管理体系，公司正在推进"五共享" | | 协同机制落地，包括运力、船员、管理、数字化、营销五个方面的共享整 | | 合。具体进展如下：运力共享：已开始通过"北船南调""共建运力池" | | 等方式，在西沙旅游航线、海口至北海航线、海口至南沙航线引入中远海 | | 运客运的大型船舶，提升服务保障能力。船员与管理共享：公司正在推进 | | "组织架构-岗位竞聘-薪酬激励"一体化改革，推动中 ...

Group 1 - The Baltic Dry Index (BDI) has risen for 15 consecutive days, reaching a closing value of 2845 points on December 3, marking a 9.42% increase in a single day, the largest daily gain in nearly two months [5][6] - The cumulative increase of the BDI over this period is 40.15%, indicating a significant upward trend in dry bulk shipping rates [5] - Analysts from Changjiang Securities predict that the dry bulk shipping industry is at a turning point, with three main catalysts for demand: the production of the West Mundu iron ore mine, potential interest rate cuts by the Federal Reserve, and ongoing infrastructure projects [5] Group 2 - The average stock price increase for shipping and port concept stocks this year is 17.41%, with notable performers like Haixia Co., which has seen a stock price increase of 89.83% [7] - Institutional interest in Haixia Co. remains high, with 33 institutions conducting research on the company, while other companies like China Merchants Port have also attracted significant institutional attention [7] - The shipping industry is experiencing a recovery in performance, with companies like Antong Holdings and Jinjiang Shipping reporting net profits in the first three quarters that exceed their projected full-year profits for 2024 [8] Group 3 - Several shipping and port concept stocks are expected to see growth in their annual performance, with at least five institutions predicting an increase in net profits for 2025 [8][9] - Specific companies such as China Merchants Shipping, COSCO Shipping Energy, and Zhonggu Logistics are highlighted for their positive growth forecasts, with expected net profit growth rates ranging from 3.79% to 21.41% [9]

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 96.31%, but a recent decline of 17.01% over the past 20 days [1][2]. Group 1: Stock Performance - On December 3, the stock price fell by 2.14% to 12.78 CNY per share, with a trading volume of 5.03 billion CNY and a turnover rate of 1.73%, resulting in a total market capitalization of 285.58 billion CNY [1]. - The stock has seen a net outflow of 26.90 million CNY from main funds, with large orders showing a buy of 119 million CNY (23.68%) and a sell of 124 million CNY (24.71%) [1]. - The stock has appeared on the daily trading list five times this year, with the most recent occurrence on November 6, where it recorded a net buy of -55.32 million CNY [1]. Group 2: Company Overview - Hainan Strait Shipping Co., Ltd. was established on December 6, 2002, and listed on December 16, 2009, focusing on shipping and ferry port services [2]. - The company's revenue composition includes 72.21% from the Hai'an route, 10.48% from the Yan-Da route, 6.17% from the Xisha route, 5.40% from port services, and 3.72% from other routes [2]. - As of November 20, the number of shareholders decreased by 7.48% to 99,000, while the average circulating shares per person increased by 8.08% to 22,570 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 3.923 billion CNY, reflecting a year-on-year growth of 21.84%, while the net profit attributable to shareholders decreased by 24.99% to 190 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 past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 17.6967 million shares, an increase of 1.7003 million shares from the previous period [3]. - The Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are also among the top shareholders, with the former holding 6.1152 million shares (a decrease of 68,500 shares) and the latter holding 3.6344 million shares as a new shareholder [3].

海峡股份上线货车智能检票功能 货车过海检票效率提升40% 海南日报海口12月2日讯(海南日报全媒体记者 郭萃)海南日报全媒体记者12月2日从海南海峡航运 股份有限公司获悉，为助力通关效率提升，海峡股份以数字化转型为引擎，深入推进流程优化与革新， 着力构建"智能高效、闭环可控"的通关运作体系，实现从购票到登船全链条升级，全力为广大旅客提供 更加安全、高效的过海体验。 针对货车通关流程，海峡股份全新上线智能检票功能，依托大数据算法实现船舶配载的自动分配与 船边自动改签，取代传统"逐个收取、核对单据，人工改签登船凭证"的烦琐模式，检票效率提升40%。 客车方面，在车辆分流环节实施源头优化，通过设置清晰引导标识、推行提前预约机制等举措，实 现了"预约车走专用道、非预约车错峰行"的科学管控，同步配合安检通道多通道并行模式，显著缩短车 辆进港排队时间，通行效率大幅提升。 在票务服务方面，通过引入AI智能验证码，有效防范非正常购票行为，保障票源公平分配。同 时，推出往返船票套票"一键购买"功能，简化旅客购票操作流程，切实提升购票体验。 此外，海峡股份积极推进跨平台系统数据协同，实现安检、预约、票务等系统的互联互通，做到车 ...

Core Viewpoint - Hainan Strait Shipping Co., Ltd. is leveraging digital transformation to enhance operational efficiency and streamline customs processes in preparation for the Hainan Free Trade Port's upcoming closure and operation Group 1: Digital Transformation and Process Optimization - The company has implemented a "smart, efficient, and controllable" customs operation system, significantly improving the experience for drivers and passengers [1] - Optimization of vehicle diversion at Haikou New Port has alleviated congestion during peak times, with clear signage and an appointment system allowing for dedicated lanes for pre-booked vehicles [1] - The introduction of a multi-channel security check system has drastically reduced waiting times, with drivers reporting a reduction from 30 minutes to just 10 minutes for security checks [1] Group 2: Intelligent Upgrades in Customs Processes - The new intelligent ticketing feature utilizes big data algorithms for automatic allocation of vehicles to ships and automatic boarding pass modifications, enhancing ticketing efficiency by 40% and doubling the speed of ship replenishment [3] - The system has eliminated human error in ticketing processes, ensuring a zero error rate in manual operations [3] - AI-driven security measures have improved ticket purchasing fairness and availability, particularly benefiting family travelers with a one-click round-trip ticket purchasing option [3] Group 3: Data Integration and Operational Efficiency - The company has achieved seamless data integration between security, appointment, and ticketing systems, allowing for a "one-time entry, full-process reuse" of vehicle information [5] - Collaborative management with cargo inspection facilities has led to a 25% reduction in average port entry time through real-time information sharing [5] - The comprehensive management and intelligent empowerment of the customs process have not only saved time for drivers and passengers but also strengthened logistics capabilities, contributing to the development of the Hainan Free Trade Port [5]

Core Points - The 20th "Golden Roundtable Award" ceremony for Chinese listed companies was held in Jiangyin, attended by over 200 guests including executives, scholars, and media representatives, highlighting achievements in corporate governance [1][2][3] - The event recognized over 100 listed companies with a total market value exceeding 10 trillion, including 16 companies with market values over 100 billion [1][2] Group 1 - The opening speech by Li Zhenqiang emphasized the importance of the "Golden Roundtable Award" as a platform for consensus and wisdom, aiming to support the transformation and upgrading of Chinese listed companies [2][3] - Jiangyin's Vice Mayor Ji Zhen highlighted the city's achievements as a manufacturing hub, with 66 listed companies and a total market value exceeding 300 billion, positioning Jiangyin as a leader among county-level cities [5][6] Group 2 - Liu Yunhong, a professor, discussed the development of corporate governance rules in China, identifying six key issues in current practices and advocating for a shift from "formal compliance" to "substantive effectiveness" [12] - Zhu Zhengyi shared insights from Longji Technology's acquisition of Xingke Jinpeng, emphasizing the strategic role of corporate secretaries in governance [12][13] - Su Mei analyzed the trends in the A-share market under the registration system, stressing the importance of value management for high-quality development [15] Group 3 - The award ceremony recognized outstanding companies and individuals in various categories, including "Most Influential Independent Director" and "Excellent Board of Directors," showcasing achievements in governance and value creation [18][20][33] - The "Best Board of Directors" award was presented to leading companies such as Weichai Power and China Ping An, reflecting their exemplary governance practices and strategic foresight [33][36]

北 京 大 成 （ 海 口 ） 律 师 事 务 所 关 于 海 南 海 峡 航 运 股 份 有 限 公 司 2025 年 第 九 次 临 时 股 东 会 的 法 律 意 见 书 大成 is Dentons'Preferred Law Firm in China. 北京大成（海口）律师事务所 www.dacheng.com 海口市国兴大道 57 号海口中交国际中心 1 号楼 23A 层（570203） 23A/F, THE CCCC HAIKOU INTERNATIONAL CENTER , No.57, Guoxing Avenue 570203,Haikou,Hainan,China Tel: +86 898-66982281 Fax: +86 898-66501969 北京大成（海口）律师事务所 关于海南海峡航运股份有限公司 2025 年第九次临时股东会 的法律意见书 致：海南海峡航运股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、《中华人民共和 国公司法》（以下简称《公司法》）和中国证券监督管理委员会《上市公司股东 会规则》（以下简称《股东会规则》）等法律、法规和其他有关规范性文件的要 ...

股票简称：海峡股份 股票代码：002320 公告编号：2025-94 海南海峡航运股份有限公司 2025 年第九次临时股东会决议公告 本公司及全体董事会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。 重要提示： 1.本次股东会无否决、修改、增加提案的情况。 2.本次股东会以现场结合网络投票方式召开。 一、会议召开和出席情况 本次股东会以现场投票与网络投票相结合的方式对议案进行表决，具体表 决结果如下： 1.审议通过了关于选举公司董事的议案。 表决结果为：同意 1,338,828,424 股，占出席会议有效表决权总数的 99.95%； 反对 498,863 股，占出席会议有效表决权总数的 0.04%；弃权 231,600 股，占出 席会议有效表决权总数的 0.02%。其中，中小股东同意 24,246,659 股，占出席 会议中小股东有效表决权总数的 97.08%；反对 498,863 股，占出席会议中小股 东有效表决权总数的 2%；弃权 231,600 股，占出席会议中小股东有效表决权总 数的 0.93%。 三、律师出具的法律意见 公司法律顾问北京大成（海口）律师事务 ...

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - The report highlights an upward trend in crude oil freight rates, with the China Import Crude Oil Index (CTFI) reaching 2520.07 points, an increase of 8.4% from November 20 [3][13] - The postal industry revenue surpassed the telecommunications industry for the first time in history, reaching 1.47 trillion yuan, compared to 1.467 trillion yuan for telecommunications [3][24] - The civil aviation sector showed growth in both passenger and cargo transport volumes in October, with international routes performing particularly well [3][17] Summary by Sections Industry Hot Events - Crude oil freight rates are rising, with the Middle East route seeing a 10.76% increase in rates [13] - Qifly Aviation signed a procurement agreement for 105 eVTOL aircraft with three companies in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on low-altitude logistics [15][16] - The postal industry revenue for January to October 2025 reached 1.47 trillion yuan, marking a significant milestone [24][25] High-Frequency Data Tracking - The Baltic Air Freight Price Index decreased month-on-month but increased year-on-year [26] - Domestic freight flights in October 2025 increased by 0.32% year-on-year, while international flights rose by 11.12% [32] - The express delivery business volume in October 2025 increased by 7.90% year-on-year, with total revenue reaching 131.67 billion yuan [50] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy [5] - Attention to low-altitude economy investment opportunities, particularly in companies like CITIC Offshore Helicopter [5] - Consider investment opportunities in the express delivery sector, recommending SF Express and Jitu Express [5]