海峡股份总经理蔡泞检： 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 production and living materials to and from Hainan, and the new policies will significantly increase the flow of people and vehicles to and from the island [2] - As the only state-controlled, A-share listed, and integrated port and shipping operator in the Qiongzhou Strait, the company is positioned to be the first to benefit from these policy changes [2] Group 2: Infrastructure and Fleet Development - The company has launched the new Haike Passenger Comprehensive Hub, designed to handle 35 million passengers and 5.6 million vehicles annually, facilitating a one-stop customs clearance process [2] - Plans to purchase four flat cargo ships by 2025 to support the transportation of new energy vehicles, and to build two green intelligent roll-on/roll-off ships to replace older vessels, enhancing service quality [2] Group 3: Route Expansion and Strategic Initiatives - The company is implementing a multi-channel strategy by introducing two large roll-on/roll-off vessels on the Haikou-Beihai route and opening a new route from Haikou to Fangchenggang to enhance trade cooperation and support the Free Trade Port's development [3] - Continuous transformation and upgrades have been made since 2017, including the acquisition of ferry terminal assets and the integration of shipping resources, aiming to enhance service capabilities in the Qiongzhou Strait [4] Group 4: Digital Transformation and Operational Efficiency - The company is focusing on digital transformation, utilizing information technology to create efficient and intelligent production models in port operations, and enhancing safety and operational efficiency in shipping through advanced monitoring systems [4] - Future plans include developing cargo sources in Beihai and Fangchenggang, enhancing customer engagement through new platforms, and diversifying revenue streams through tourism and cultural initiatives [5]