Zhongtai Securities(SH:600918) Sou Hu Cai Jing·2025-10-27 07:12Core Insights - Hainan Free Trade Port is expected to provide more policy benefits for enterprises after its closure operation, attracting investments in strategic sectors like aerospace information, low-altitude economy, and high-end manufacturing [1][3] Group 1: Investment Opportunities - Zhongtai Capital is optimistic about Hainan's strategic layout in aerospace information and plans to promote industrial chain collaboration through fund investments [1][3] - Zhongtai Capital has established multiple specialized funds to support aerospace enterprises, with plans to set up a 1 billion yuan fund focusing on liquid rocket engine manufacturing, commercial satellite development, and low-altitude economic infrastructure [4] - As of September 2023, Zhongtai Capital manages investments in 32 companies with a total investment amount of 4.313 billion yuan [3][4] Group 2: Strategic Collaborations - Zhongtai Securities aims to deepen cooperation with Hainan government platforms and industry enterprises in areas such as regional funds, industrial funds, and mergers and acquisitions [4] - The company plans to leverage its overseas subsidiaries and local institutions to participate in cross-border asset management pilot projects in Hainan [5] - Zhongtai Securities will focus on sectors like renewable energy and healthcare, promoting corporate optimization through mergers and investments [5]