海峡股份:海南自贸港全岛封关运作后预计将带动进出岛人流、车流 公司业务将会受益

Core Viewpoint - The company, Haixia Co., Ltd. (002320), is expected to benefit from the transportation of over 90% of production and living materials to Hainan Island, especially with the implementation of the Hainan Free Trade Port policies [1] Group 1: Company Operations - Haixia Co., Ltd. plays a crucial role in the transportation of goods to Hainan Island, handling more than 90% of the logistics for production and daily necessities [1] - The company anticipates increased business activity due to the expected rise in passenger and vehicle flow resulting from the Hainan Free Trade Port's zero-tariff policies and duty-free shopping [1] Group 2: Industry Context - The construction of the Hainan Free Trade Port is described as a long-term systematic project, requiring time for policy implementation, industry introduction, population aggregation, and consumption upgrades [1] - The company emphasizes the importance of rational investment risk assessment, given the gradual nature of the benefits from the Hainan Free Trade Port development [1]