（文章来源：证券日报） 证券日报网讯 12月29日，海南高速在互动平台回答投资者提问时表示，公司正聚焦"回归主业、转型发 展"总体目标，围绕"大交通"产业体系，向"数智交通"新质生产力领域转型升级，以科技赋能交通主 业，构建高水平交通综合服务能力，全力打造科技型综合交通服务集团。 ...

"十四五"期间，杭州公安一体推进共富、共治、生态"三大警务"建设，为杭州实现跨越式发展提供 了坚实保障和有力支撑。在此期间，杭州获评首批"全国社会治安防控体系建设示范城市""全国禁毒示 范城市"，并连续19年蝉联"最具幸福感城市"称号。 12月23日上午，"杭州公安高水平安全护航高质量发展"新闻发布会召开。记者从会上了解到，截至 11月底，全市刑事警情同比下降7.03％，治安警情同比下降10.51%。 推动道路交通安全持续向好 安全出行，是每位市民的期盼。近年来，杭州机动车保有量快速增长，目前已达519万辆。据统 计，"十四五"期间，增加了207万辆，增幅达到了66.3%。 杭州公安通过构建"数智交通安全防控"和"数智交通治堵"两大体系，推动杭州道路交通安全形势持 续向好发展。 简化审批流程 优化监管措施 为了优化活动服务保障、助力打造国际"赛会"之城、推动营商环境升级，杭州公安打出一套"组合 拳"。 一方面，创新大型活动分级审批制度。3个工作日内完成安全等级评定，并一次性函告风险隐患， 按"三级当日批、二级3日批、一级5日批"的标准落实许可。同时融入政务办事场景，推进文艺演出、体 育比赛、展览展销三类活动" ...

Group 1 - The Hainan Free Trade Port officially launched its full island closure operation on December 18, 2025, marking a new starting point for its construction, with a customs supervision special area established and policies of "one line open, two lines controlled, and free within the island" implemented [1] - Several listed companies are expected to benefit from the policy dividends and market opportunities brought by the Hainan Free Trade Port [2] - Hainan Airport is acquiring control of Hainan Meilan International Airport, aiming to unify the operation of three major international airports in Hainan, with an annual passenger throughput exceeding 50 million [2] Group 2 - Hainan Airport will focus on serving the overall construction of the Hainan Free Trade Port and aims to become a key carrier of institutional openness, including the "seventh freedom of the air, bonded aviation materials, and visa-free policies" [2] - Hainan Expressway is focusing on the "smart transportation" sector for transformation and upgrading, leveraging technology to enhance its transportation services [3] - Caesar Tongsheng Development plans to leverage the opportunities from the closure operation across multiple sectors, including tourism, food, and marine cultural tourism, to provide comprehensive marine tourism experiences and destination services [3]

胡文辉表示，今年是"十四五"规划收官之年，也是"十五五"规划谋篇布局之年。交通系统广大干部职工 凝心聚力、攻坚克难，在基础设施建设、服务品质提升、安全生产保障等领域取得显著成效，形成了一 批可复制、可推广的创新经验。 胡文辉介绍，一是抓好项目建设，推进"互联""互通"。要结合镇江实际，抓住利好政策和窗口机遇，科 学研究推进连镇铁路南延、仪禄高速公路、江宜高速公路等项目，接续开展国省干线路域环境整治，谋 划启动新一轮农村公路提升行动，积极推进镇江至丹阳、句容、扬中市域快速路规划建设，推动支撑长 三角一体化、南京都市圈、宁镇扬一体化发展。 二是聚力水运发展，推动"强链""赋能"。加快推动沿江港口码头项目建设、岸线资源集约高效利用，推 进镇江港高质量发展再上新台阶。注重产业配套性基础设施建设，加快内河港总体规划编制与运河码头 匹配优化提升，加快推动"口门"段整治及"小快灵"短支航道建设，促进内河与沿江、码头与航道同步升 级。 扬子晚报网12月16日讯（通讯员 王圆梦 记者 万凌云 姜天圣）12月15日上午，镇江市交通运输局召开 2026年全市交通运输系统工作务虚会。镇江市交通运输局党委书记、局长、市地方铁路建设办公 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券之星 近日，海南高速（000886.SZ）披露了公司重大资产重组进展情况。公司拟收购海南省交投商业集团有 限公司持有的海南省交控石化有限公司（以下简称"交控石化"）51.0019%股权。如交易完成，公司回归 交通主业战略布局将进一步获得实质性推进。 证券之星注意到，在大力推动重组背后，海南高速近年来主业较为分散，涵盖房地产、酒店旅游等多个 领域。受多种因素影响，公司近几年收入较高点呈现大幅下滑之势，盈利也持续承压。虽然2024年公司 业绩实现短暂扭亏，但今年前三季度再度转入亏损状态。不过，尽管公司对本次重组寄予厚望，部分投 资者却仍持谨慎态度。争议的焦点在于，在国家大力扶持新能源汽车行业发展的背景下，海南省已经明 确2030年将全域禁止销售燃油汽车。海南高速仍斥重金收购主营加油站成品油零售业务的交控石化，无 异于将公司未来押注于"夕阳产业"。此外，标的公司还存在关联交易占比偏高、使用权资产规模较大等 问题。面对主管部门的监管问询，11月下旬，海南高速一一给出回复。 海南省则明确，到2030年全域禁止销售燃油汽车。2024年海南 ...

Core Insights - The article discusses the emergence of "smart transportation" in Hainan, driven by advancements in artificial intelligence and digital technologies, aiming to enhance traffic efficiency, safety, and service experience [1][2]. Group 1: Smart Transportation Development - Hainan is leveraging the "Towards Digital Strength" initiative to build a smart transportation island, focusing on integrating energy, road, communication, and vehicle networks [2]. - The penetration rate of new energy vehicles in Hainan exceeds 60%, with a vehicle-to-charging pile ratio of 2.1:1, and 100% coverage of charging stations in all highway service areas and townships [2]. - The total length of Hainan's road network has surpassed 42,000 kilometers, establishing a "five-ring" road network structure that supports tourism [2]. Group 2: Infrastructure and Technology Integration - Hainan has opened 37,700 5G base stations, achieving 100% coverage of administrative villages and the island's tourism road [4]. - The province has initiated three national pilot projects in intelligent transportation, including smart vehicle networking and "vehicle-road-cloud integration" [4]. - Hainan is testing approximately 1,950 square kilometers in urban areas and 1,230 kilometers of roads for autonomous driving applications [4]. Group 3: Policy and Market Opportunities - The upcoming full island closure on December 18 is expected to create new opportunities for smart transportation, driven by policy incentives and market potential [6]. - Hainan aims to attract smart transportation companies by offering zero tariffs, low tax rates, and a simplified tax system post-closure [6]. - The integration of technologies such as Beidou navigation, IoT, and blockchain with transportation infrastructure is a key focus for developing smart transportation demonstration zones [6]. Group 4: Collaborative Efforts - Hainan's government and enterprises are collaborating to build an intelligent comprehensive transportation network, focusing on policy support, technological innovation, and industry ecology [8]. - The establishment of the Hainan Provincial Transportation Industry Data Element Service Center aims to create a reliable traffic data circulation ecosystem [9]. - The center will integrate resources from member companies to foster new products, services, and business models, exploring various possibilities in the "transportation+" sector [9].

Core Viewpoint - The integration of "Artificial Intelligence + Transportation" is crucial for enhancing the transportation system in Hainan Free Trade Port, aiming for a digital and intelligent upgrade in response to the new technological revolution [6][7]. Group 1: Development of Smart Transportation - The concept of smart transportation involves the digital and intelligent upgrade of the transportation industry through technologies like IoT, cloud computing, and AI, which can enhance efficiency, safety, and service experience [7]. - Hainan is positioned as a natural "testbed" for smart transportation innovations due to its unique advantages in policy, scenarios, and geographical units, providing a conducive environment for technological iteration and industry development [7][8]. - The province has implemented supportive policies such as "zero tariffs" and "low tax rates," which have attracted numerous enterprises to establish operations in Hainan [7]. Group 2: Infrastructure and Technological Support - Hainan is accelerating the integration of energy, road, communication, and vehicle networks to build a solid foundation for smart transportation, with over 42,000 kilometers of roads and 36,800 5G base stations covering all administrative villages and tourist routes [8]. - The number of new energy vehicles has surpassed 500,000, with a charging station ratio of 2.1:1, ensuring comprehensive coverage of charging facilities [8]. Group 3: AI Integration and Data Utilization - The deep integration of AI in transportation is essential for advancing smart transportation in Hainan, with a focus on building high-quality data sets and promoting the fusion of public and enterprise data [9]. - Experts suggest that Hainan should develop a comprehensive transportation model that encompasses various transport modes and integrates infrastructure, service, and governance [9][10]. Group 4: Collaborative Efforts and Case Studies - A case study highlighted the collaboration between Haikou traffic police and Baidu Intelligent Cloud, which utilized AI to enhance emergency response and operational efficiency following a severe typhoon [11]. - Recommendations include adopting a "lightweight, wide-area, fast coverage" model for the integration of vehicle-road-cloud systems, transforming the relationship between vehicles, roads, and people [11][12]. Group 5: Strategic Initiatives - Hainan Transportation Group is implementing a strategic plan focused on digital transformation and smart transportation, emphasizing the integration of various transportation modes and the development of a modern transportation industry system [12].

Group 1 - The core viewpoint emphasizes the importance of building a modern transportation system in Hainan as a model for national development, aligning with the strategic goals of a transportation powerhouse and the construction of a free trade port [1][2] - The focus is on creating a high-quality, integrated transportation network that supports national strategies and features Hainan's characteristics, including international shipping hubs and aviation gateways [1][2] - The transition from speed and scale to quality and efficiency in transportation development is highlighted, along with the need for integrated development across various transportation modes and a shift towards innovation-driven growth [1][2] Group 2 - The government aims to construct a modern, high-quality comprehensive transportation network and enhance the capabilities of key transportation hubs through scientific planning and project development [2] - There is an emphasis on fostering new productive forces in the transportation sector, promoting smart and green transportation, and implementing cost-reduction measures in logistics [2] - The importance of innovation in technology, systems, and integrated approaches is stressed, alongside a commitment to safety and the development of a competent workforce in the transportation sector [2]

Core Viewpoint - Hainan Highway is advancing its strategy to return to its core transportation business by acquiring a 51% stake in Hainan Provincial Traffic Control Petrochemical Co., Ltd, marking a significant asset restructuring and reinforcing its focus on the transportation sector [1][2][3]. Group 1: Acquisition Details - The acquisition involves a cash payment for 51.0019% of the shares of Hainan Traffic Control Petrochemical, which will become a subsidiary of Hainan Highway upon completion [2][3]. - The transaction is classified as a major asset restructuring and is an associated transaction with Hainan Provincial Traffic Investment Holding Co., Ltd, which holds a 26.14% stake in Hainan Highway [2][3]. Group 2: Strategic Direction - Hainan Highway has undergone multiple strategic transformations over nearly 30 years, previously diversifying into real estate, tourism, and financial investments, but is now refocusing on its transportation core [1][5]. - The company aims to participate in the projected 220 billion yuan investment in transportation infrastructure in Hainan during the 14th Five-Year Plan period [1][7]. Group 3: Business Operations and Future Plans - The company is actively divesting from real estate, as evidenced by the sale of its 100% stake in Danzhou Dongpo Yaju Real Estate and the return of land in Qionghai [6]. - Hainan Highway is also exploring new technologies and business models, including smart transportation and digital infrastructure, to enhance its operational efficiency and service offerings [6][7]. - The company plans to leverage the upcoming infrastructure projects in Hainan, such as the expansion of the G98 Ring Road, to boost its business in road construction, maintenance, and related services [7].

Core Viewpoint - The company is pursuing a strategic shift back to its core transportation business by acquiring a 51% stake in Jiaokong Petrochemical from Hainan Provincial Transportation Investment Group, which is a significant asset restructuring and related party transaction [2][3][4]. Group 1: Transaction Details - The acquisition will make Jiaokong Petrochemical a subsidiary of the company, included in the consolidated financial statements [3]. - The transaction is still in the planning stage, pending due diligence and formal agreement, with uncertainties regarding the final terms such as share quantity and pricing [3]. - The registered capital of Jiaokong Petrochemical is 36.43 million yuan, with Hainan Transportation Investment Group holding 51% and Sinopec Sales Co., Ltd. holding 49% [3]. Group 2: Strategic Implications - If the transaction proceeds smoothly, it will positively impact the company's goal of returning to its core business and transforming its development, enhancing asset quality and profitability [4]. - The company aims to build a comprehensive transportation service group, aligning with its strategic objectives [4]. - The company is also focusing on digital transformation in transportation, including investments in data infrastructure and exploring integrated transportation solutions [5]. Group 3: Company Background - Hainan Expressway is one of the earliest listed highway companies in China, with a business scope that includes highway construction, real estate development, and tourism services [5]. - Following the restructuring of Hainan Transportation Investment Group, Hainan Expressway will become the sole listed company under its umbrella, tasked with developing a modern comprehensive transportation system [5].