转自：新华财经 1月18日，海南自由贸易港全岛封关运作迎来"满月"。作为琼州海峡客滚运输核心企业，海南海峡航运股份有限公司以前期"二线口岸"建设筹备的扎实成 果为根基，在港口运营、船舶保障、通关服务等关键领域持续发力，实现客货运输安全顺畅、监管协同高效，圆满完成封关后首个关键周期的保障任务， 为自贸港内外联通筑牢交通枢纽防线。 海峡股份以"安全为底线、智能为引擎"，全面强化船舶保障能力。节前开展全船舶安全隐患排查，完成12项问题整改，确保船舶适航率100%；推行"每航 次必检、每环节严控"制度，船员24小时在岗值守，实现车辆、旅客安检全覆盖。 针对封关后监管要求变化，优化船舶运营协同机制，配合监管部门划分海关监管与非监管货物通道，依托电子账册、卡口系统构建三道防线，确保高效通 关与风险防控双到位。同时，深化"共享船员"机制，提前统筹调配专业船员补充关键岗位，为运力稳定提供人才支撑，封关后首个元旦假期即圆满完成 3.72万辆车、11.08万名旅客的疏运任务，创下同期新高。 坚实筹备打底，港口保障精准发力 封关运作的平稳有序，离不开前期工作专班在"二线口岸"建设中的精耕细作。海峡股份专班此前已圆满完成新海港、秀英 ...

Core Viewpoint - The company, Haixia Co., Ltd. (002320), is expected to benefit from increased passenger and cargo flow due to the opening of the Qiongzhou Strait, which is crucial for transporting essential goods to Hainan [1] Group 1 - The company plays a significant role in transporting a majority of the production and living materials to Hainan [1] - The company has disclosed its business volume data in periodic reports and encourages investors to pay attention to future announcements [1] - Despite the positive business impact from the opening, the stock price is influenced by various factors including macroeconomic conditions, industry policies, and market sentiment [1] Group 2 - The company aims to focus on its core business and enhance operational efficiency and profitability to provide stable long-term returns to investors [1]

Core Viewpoint - The shipping and port sector experienced a rise of 1.07% on January 19, with Xiamen Port leading the gains, while the Shanghai Composite Index closed at 4114.0, up 0.29% [1]. Group 1: Stock Performance - Xiamen Port (000905) closed at 13.60, up 5.59% with a trading volume of 510,700 shares and a transaction value of 690 million [1]. - COSCO Shipping Energy (600026) closed at 14.57, up 3.85% with a trading volume of 506,900 shares and a transaction value of 737 million [1]. - Strait Holdings (002320) closed at 11.08, up 3.84% with a trading volume of 610,700 shares and a transaction value of 673 million [1]. - China Merchants South Oil (601975) closed at 3.33, up 2.78% with a trading volume of 1,418,400 shares and a transaction value of 469 million [1]. - Haitong Development (603162) closed at 12.60, up 2.69% with a trading volume of 139,900 shares and a transaction value of 177 million [1]. Group 2: Capital Flow - The shipping and port sector saw a net inflow of 176 million from institutional investors, while retail investors experienced a net outflow of 1.08 billion [2]. - Major stocks like COSCO Shipping Energy and Strait Holdings attracted significant net inflows of 78.63 million and 58.81 million respectively from institutional investors [3]. - Conversely, retail investors withdrew 38.70 million from COSCO Shipping Energy and 56.58 million from Strait Holdings, indicating a divergence in investor sentiment [3].

Core Viewpoint - The article discusses the ticket sales and operational changes for the Qiongzhou Strait ferry service during the upcoming Spring Festival travel period, emphasizing the need for advance reservations and the implementation of a "no-sense customs clearance" service for travelers [1] Group 1: Ticket Sales and Reservation System - Ticket sales for the Qiongzhou Strait ferry will begin on January 19, with a pre-sale period for the Haikou-Xuwen route extended to 30 days until February 12, after which it will revert to 15 days [1] - The Xuwen-Haikou route will maintain a 15-day pre-sale period throughout [1] Group 2: Spring Festival Travel Arrangements - The Spring Festival travel period is set from February 2 to March 13, during which all vehicles and freight trucks must make advance reservations to cross the strait [1] - Travelers can use the "Qiongzhou Strait Ferry Manager" app or mini-program to book tickets [1] Group 3: Arrival and Check-in Procedures - Passengers in small vehicles are advised to arrive at the port no more than 2 hours before the scheduled time as per SMS reminders [1] - Freight trucks must arrive at the secondary port inspection area according to their reservation times, and unregistered trucks must complete reservations before entering the inspection area [1] Group 4: Emergency Response and Communication - The company has established an emergency response mechanism in collaboration with local transportation departments to address potential adverse weather conditions during the Spring Festival [1] - Travelers will be promptly informed of flight information through various channels, including WeChat and SMS, in case of weather disruptions such as fog or strong winds [1] Group 5: Enhanced Passenger Services - The company is optimizing its "no-sense customs clearance" service, allowing travelers to pass through quickly using facial recognition [1] - Dedicated channels are available at all ports to provide convenience for elderly travelers, children, and those with mobility issues [1]

Core Viewpoint - The establishment of the "second-line port" at Haikou Port has significantly accelerated customs clearance processes, enhancing efficiency for cargo transport and contributing to the operational success of Hainan's free trade port [2][3][4]. Group 1: Customs Clearance Efficiency - The time taken for vehicles to complete customs checks has been reduced to approximately 10 minutes, showcasing a remarkable improvement in speed and convenience [3]. - The use of intelligent equipment and automated systems has replaced traditional manual checks, allowing for seamless data verification and cargo handling [3][4]. - The implementation of a dual-platform appointment system and smart pre-judgment has enabled low-risk cargo to achieve "immediate release upon arrival" [3]. Group 2: Operational Performance - The first month of operations at the second-line port has seen a consistent high efficiency in customs processes, with a 90% online appointment rate for vehicles [4]. - Hainan Strait Shipping Co., a key player in the transportation sector, has conducted over 100 pressure tests to optimize operational workflows and address 74 identified issues [4]. - The company has enhanced its data security measures and installed 11 new intelligent recognition devices to improve monitoring and data transmission [4]. Group 3: Passenger and Cargo Transport Statistics - From December 18, 2025, to January 17, 2026, the cumulative number of passengers and vehicles transported through Xiuying Port and Xinhai Port reached 1.059 million and 396,000 respectively, indicating a steady increase in transport volume [5]. - The introduction of AI-driven scheduling systems has resulted in a 99.2% on-time rate for vessels, while the efficiency of passenger clearance has improved by 60% due to the implementation of "smart appointment guidance" and "no-sense customs clearance" [5]. Group 4: Future Plans and Safety Measures - As the free trade port approaches its first anniversary, the company plans to conduct comprehensive safety inspections of all vessels to ensure a 100% seaworthiness rate [6]. - The company aims to optimize its vessel operation coordination mechanisms in response to changing regulatory requirements, ensuring both efficient customs clearance and risk management [6].

Core Viewpoint - The company is actively engaged in due diligence and negotiations regarding the investment in Xuwen Port, but has not yet reached consensus on key matters with counterparties [2] Group 1: Investment in Xuwen Port - The company is continuing discussions with counterparties about the investment in Xuwen Port and is conducting due diligence [2] - As of now, there is no agreement on important matters among the parties involved [2] - The company will disclose any significant developments in accordance with the regulations of the Shenzhen Stock Exchange [2] Group 2: Employee Compensation and Governance - The company has linked employee compensation to performance and established a robust corporate governance structure and internal supervision mechanisms [2] - A compensation and assessment committee under the board of directors is responsible for formulating and reviewing compensation policies and plans, as well as overseeing executive compensation [2] - Employee compensation is considered part of operating costs and is included in the annual financial budget, which requires approval from the shareholders' meeting before implementation [2] - The company aims to enhance performance to increase long-term value and shareholder returns while optimizing the compensation management system [2]

Core Viewpoint - The company is launching an early ticket purchasing service for the Spring Festival travel season through its "Ferry Manager" app and mini-program, aimed at alleviating ticket purchasing difficulties for travelers [1]. Group 1: Ticket Purchasing Service - The "Ferry Manager" app and mini-program will start selling round-trip tickets between Haikou and Xuwen on January 19, providing a 30-day advance purchase period for outbound tickets from January 19 to February 12 [1]. - The pre-sale period for inbound tickets from Xuwen to Haikou is set at 15 days, allowing purchases from January 19 for travel between January 20 and February 3 [1]. - The ticketing service covers multiple self-operated routes, enabling travelers to select suitable routes and schedules based on their travel plans [1]. Group 2: Additional Services - The "Ferry Manager" app also offers various travel services, including schedule inquiries, port information, and weather forecasts, to help travelers prepare comprehensively for their journeys [2].

Group 1 - The core viewpoint of the news is that Hainan Strait Shipping Co., Ltd. has experienced a decline in stock price and significant net outflow of funds, indicating potential challenges in its financial performance and market perception [1][2]. - As of January 15, the stock price of Hainan Strait fell by 2.03% to 10.63 CNY per share, with a total market capitalization of 23.755 billion CNY [1]. - The company has seen a year-to-date stock price decline of 12.65%, with a 5-day drop of 5.51%, a 20-day drop of 13.93%, and a 60-day drop of 27.69% [1]. Group 2 - For the period from January to September 2025, Hainan Strait reported a revenue of 3.923 billion CNY, representing a year-on-year increase 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]. - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.7003 million shares, and new shareholder 华夏中证1000ETF, holding 3.6344 million shares [3].

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has launched a "Warm Winter Action" to provide free ginger tea to passengers and frontline employees on its ferry routes, enhancing travel experience during cold weather [1][2] Group 1: Service Implementation - The initiative involves the preparation of ginger tea on board, with crew members serving it to passengers and placing it in accessible areas for self-service [1] - The service is implemented across 12 ferries, aiming to improve passenger experience during adverse weather conditions [1] - Daily, the initiative serves over 3,000 passengers, receiving positive feedback from travelers [1] Group 2: Employee Support - The "Warm Winter Action" also extends support to frontline employees working in cold conditions, ensuring their well-being [2] - As passenger traffic increases with the upcoming Spring Festival, the initiative reflects the company's commitment to service quality and safety [2] - The company emphasizes a philosophy of warmth and service, aiming to continuously optimize service details for passenger comfort [2]

Group 1 - The A-share market's duty-free concept stocks have weakened significantly, with Guangbai Co., Ltd. dropping over 5% [1] - Hainan Airport has seen a decline of more than 3% [1] - Other companies such as Zhongbai Group, Hainan Highway, Southern Airlines, Bubugao, China Merchants Shekou, Hainan Development, China Duty Free Group, Wushang Group, and Haixia Co. have all experienced declines of over 2% [1]