把握历史机遇 锻造优质轮渡运输服务商

Core Viewpoint - The establishment of the Hainan Free Trade Port's full island closure operation presents a historic strategic opportunity for the company, which aims to become one of China's leading ferry transportation service providers [1] Group 1: Market Demand and Policy Benefits - The Qiongzhou Strait is crucial for transporting over 90% of the island's production and living materials, and the new policies will significantly increase the flow of people and vehicles to and from the island [1] - The company, as the only state-controlled, A-share listed, and integrated port and shipping operator in the Qiongzhou Strait, is expected to be the first to benefit from these policy changes [1] Group 2: Infrastructure and Fleet Development - The new Xinhai passenger transport hub has been fully operational, designed to handle 35 million passengers and 5.6 million vehicles annually [2] - The company plans to purchase four flat cargo ships between 2024 and 2025 to support transportation for new energy vehicles and will replace two old vessels with green intelligent roll-on/roll-off ships by 2025 [2] - The company is implementing a multi-channel strategy by introducing two large passenger roll-on/roll-off ships on the Haikou-Beihai route and opening a new route from Haikou to Fangchenggang [2] Group 3: Transformation and Upgrading Initiatives - The company has expanded its business into port services since 2017 and completed resource integration in the Qiongzhou Strait in 2021, enhancing its transportation service capabilities [2] - By 2025, the company plans to acquire 100% of COSCO Shipping Passenger's equity, increasing its roll-on/roll-off fleet to 64 vessels, ranking among the top globally [2] - The company is focusing on digital transformation, utilizing information technology to enhance operational efficiency in both port and shipping sectors [3] Group 4: Future Development Strategies - Future initiatives include developing cargo sources in Beihai and Fangchenggang, launching new booking functionalities, and enhancing passenger experiences through tourism and entertainment offerings [3] - The company aims to create diverse revenue streams by establishing themed commercial areas and developing new products for the Xisha route [3] - Efforts will be made to improve vessel turnover rates and control variable costs through data-driven strategies [3]