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 ...

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has experienced significant stock price fluctuations, with an 88.33% increase year-to-date, but a recent decline of 7.12% over the last five trading days [1] Group 1: Stock Performance - As of December 31, the stock price of Hainan Strait is 12.26 CNY per share, with a market capitalization of 27.397 billion CNY [1] - The stock has seen a trading volume of 4.75 billion CNY and a turnover rate of 1.77% [1] - The company has appeared on the stock market's "龙虎榜" six times this year, with the latest appearance on December 23 [1] Group 2: Financial Performance - For the period from January to September 2025, Hainan Strait reported a revenue of 3.923 billion CNY, reflecting a year-on-year growth of 21.84% [2] - The net profit attributable to shareholders for the same period was 190 million CNY, which represents a decrease of 24.99% year-on-year [2] Group 3: Business Operations - The company's main business segments include shipping services, with revenue contributions from various routes: 72.21% from Hainan to Anqing, 10.48% from Yantai to Dalian, and 6.17% from Xisha [1] - The company is involved in several concept sectors, including Hainan Free Trade Zone, tourism and hotels, and central enterprise reform [2] Group 4: Shareholder Information - As of December 19, the number of shareholders increased to 109,000, a rise of 7.92% [2] - The average number of circulating shares per shareholder decreased by 7.34% to 20,501 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]

Core Viewpoint - The Free Trade Port concept has experienced a decline of 2.04%, ranking among the top sectors with the largest drop in the market [1]. Group 1: Market Performance - The Free Trade Port sector saw a net outflow of 603 million yuan in main funds today, with nine stocks experiencing net outflows and five stocks exceeding 50 million yuan in outflows [2]. - The stocks with the highest net outflows include: - Ronioushan: 138 million yuan - Gongxiao Daji: 132 million yuan - Haixia Shares: 107 million yuan - Haima Automobile: 93 million yuan [2][3]. Group 2: Stock Performance - The top decliners in the Free Trade Port sector include: - Ronioushan: -6.15% with a turnover rate of 10.93% - Haixia Shares: -5.51% with a turnover rate of 3.77% - Haima Automobile: -4.78% with a turnover rate of 9.93% [3]. - Conversely, the stocks with net inflows include: - Zhongyuan Haike: 202.05 million yuan - Dongfang Jiasheng: 38.07 million yuan [2][3].

Group 1 - The first New Year holiday after the operation of Hainan Free Trade Port is expected to see a slight increase in passenger flow across the Qiongzhou Strait [1] - The peak of inbound traffic is anticipated to occur from December 31, 2025, to January 1, 2026, while the outbound peak is expected on January 3, 2026 [1] - Travelers are advised to plan their trips in advance and to avoid peak travel times [1] Group 2 - Passengers can purchase tickets in advance through official channels such as the "Qiongzhou Strait Ferry Manager" or the "New Port" WeChat public account, and must arrive at the port no more than 2 hours before departure [3] - Trucks are required to make online reservations for crossing, and upon arrival, they must complete payment based on SMS notifications [3] - Customs will implement separate channels for regulated and non-regulated goods, with regulated goods needing prior declaration at the "single window" [3] - The company has prepared comprehensive transportation guarantees to ensure safety, orderliness, and smooth operations during the New Year period [3]

Group 1 - The core objective of Hainan's customs closure is to transition from "factor flow-based openness" to "institutional openness," characterized by the mechanism of "one line open, two lines controlled, and island-wide freedom" [2][4] - The number of zero-tariff items has expanded from 1,900 to 6,600, covering 74% of product categories, which directly reduces import costs for enterprises [5] - The policies post-closure are expected to empower development, enhancing corporate profitability and attracting industries through tax incentives and optimized regulations [5] Group 2 - The customs closure aligns with Hainan's key industries such as tourism, modern manufacturing, high-tech industries, and tropical agriculture, providing differentiated development opportunities for listed companies [6] - Hainan's airport operations are expected to see increased traffic, with international passenger volume projected to exceed 2.4 million, benefiting companies like Hainan Development through infrastructure demands [7] - In the tropical agriculture sector, companies like Hainan Rubber and Shennong Seed Industry will benefit from zero-tariff policies, significantly lowering market expansion costs and enhancing their international market reach [8]

据悉，工程的核心突破在于形成了"护坦浇筑"与"基床注浆"双重保障的创新工艺体系，旨在解决传统客滚码头泊位存在的基床结构耐久性不足、修复频繁、 使用寿命短等行业共性痛点。 其中，针对长期困扰业界的水下混凝土护坦浇筑技术难题，技术团队进行了重点攻关。海峡股份海口新海轮渡技术团队依托长期经验积累，从"工艺优化、 材料优选、质量管控"三个维度系统性地推出了创新方案。通过迭代施工技术，有效提升了水下混凝土的密实度与整体性，显著增强了修复后基床的适用性 与长期稳定性。 海南海峡航运股份有限公司（以下简称"海峡股份"）近日顺利完成海口新海港区泊位升级改造工程，12个修复后的泊位已正式恢复运营。该项目不仅有效消 除了泊位安全隐患，更通过一系列自主工艺创新，实现了客滚码头修复质量与耐久性的系统性提升，为即将到来的2026年琼州海峡春运顺畅运营提供了坚实 保障。 与此同时，通过实施基床抛石加固、基床注浆及护坦结构浇筑等一系列关键工艺，工程有效恢复了泊位基床承载力，显著提升了结构抗倾覆能力，进一步延 长了基床与码头整体结构的使用寿命，降低了后期泊位维护成本，保障了港区生产运营有条不紊。 海峡股份相关负责人表示，此次修复项目的顺利完 ...

Group 1 - Hainan Airlines (600221) focuses on international, domestic, and regional air passenger and cargo transportation, operating nearly 1800 routes and covering all provinces in China, as well as over 100 international routes [1][30] - Hainan Airport (600515) operates major airports in Hainan and is involved in airport construction, management, and related industries, including aircraft maintenance and logistics [2][31] - Zhongtung High-tech (000657) is a state-owned enterprise focusing on the tungsten and hard alloy industry, with a complete industrial chain from tungsten ore to products, and is involved in high-end manufacturing sectors [3][32] Group 2 - Jinpan Technology (688676) is a key player in the new energy sector, specializing in the research and manufacturing of power distribution and control equipment, benefiting from supportive policies in Hainan [4][33] - Haixia Co., Ltd. (002320) controls important maritime transport routes, enhancing its passenger and cargo transport services, and is positioned to benefit from increased demand post-border closure [5][34] - Hainan Mining (601969) focuses on mineral resource extraction and processing, with products supporting the new energy battery industry, and is exploring green development models [6][35] Group 3 - Hainan Rubber (601118) is a leading enterprise in natural rubber production, extending its business into rubber products and international trade, leveraging Hainan's free trade policies [7][36] - Guangsheng Nonferrous (600259) specializes in non-ferrous metal mining and smelting, with a focus on rare earths and tungsten, essential for high-end manufacturing and new energy sectors [8][37] - Haima Automobile (000572) is transitioning into the new energy vehicle sector, supported by Hainan's policies, and is expanding its production capabilities [9][38] Group 4 - Haide Co., Ltd. (000567) focuses on distressed asset management, with a strategy to optimize asset allocation in the region, and is involved in photovoltaic projects [10][39] - Hainan Public Transport Group (603069) provides passenger transport services and is enhancing its operations through the integration of duty-free services [11][40] - Junda Co., Ltd. (002865) is engaged in the new energy sector, focusing on photovoltaic battery research and manufacturing, and is expanding its market presence [12][41] Group 5 - Luoniushan (000735) is involved in livestock farming and related industries, leveraging Hainan's agricultural resources to expand its market [13][42] - Jingliang Holdings (000505) focuses on oil processing and food manufacturing, utilizing Hainan's logistics advantages for trade [14][43] - Hainan Coconut Island (600238) specializes in alcoholic beverages, particularly health wines, and is expanding its market through tourism channels [15][44] Group 6 - Hainan Haiyao (000566) is a pharmaceutical manufacturer focusing on chemical raw materials and traditional Chinese medicine, benefiting from supportive policies for the pharmaceutical industry [16][45] - Hainan Ruize (002596) produces construction materials and is involved in tourism, aligning its business with Hainan's infrastructure development [17][46] - Hainan Expressway (000886) operates key highways in Hainan and is expanding its business through tourism and duty-free services [18][47] Group 7 - Puli Pharmaceutical (300630) specializes in chemical drug development and international market expansion, leveraging Hainan's trade policies [19][48] - Shennong Technology (300189) focuses on seed research and production, aiming to expand its market through trade policies [20][49] - Shuangcheng Pharmaceutical (002693) is dedicated to peptide drug development and international market expansion, supported by Hainan's policies [21][50] Group 8 - Xinlong Holdings (000955) specializes in non-woven fabrics and related products, with a focus on medical and industrial applications, and is exploring export opportunities [22][51] - ST Intercontinental (600759) is involved in oil and gas exploration and is expanding into the hydrogen energy sector [23][52] - Huawen Group (000793) operates in media, tourism, and supply chain services, aiming for growth through Hainan's logistics advantages [24][53]