中新网海口5月2日电(周贤卿)"五一"假期，在海南自贸港多个重点项目建设现场，一派繁忙景象。施工 单位中建三局介绍，为进一步抢抓工期，项目不间断施工，冲刺重要节点。 三亚凤凰国际机场三期改扩建工程是海南自贸港封关运作的重要项目之一，按照2030年旅客吞吐量3000 万人次目标规划建设，主要建设内容为新建T3航站楼以及站前换乘中心、停车楼等配套设施。 "五一"假期，1200名工人奋战在施工现场，全力冲刺7月份航站楼大吊顶完成的目标节点。该项目年内 建成后，将进一步提升三亚凤凰国际机场的旅客吞吐能力和服务水平，为自贸港封关运作提供重要支 撑。 在琼中黎族苗族自治县的海南省级粮食储备库项目现场，420余名工人正进行基础施工，冲刺5月底首栋 浅圆仓主体结构封顶。 据悉，海南省级粮食储备库是目前海南省投资最多、规模最大、现代化程度最高的省级粮食仓储项目， 总建筑面积9.3万平方米，粮库规模30万吨，建成后将夯实海南粮食安全。 在海口国家高新技术产业开发区，首个"省际飞地"标志性项目——海口高新区生物医药产业创新中心项 目施工正忙。这里是汇集生物医药、智慧医疗服务等产业的一站式创新服务平台，目前项目处于建筑主 体结构施工 ...

Core Viewpoint - Hainan Airport plans to acquire 237.5 million shares of Hainan Meilan International Airport Co., Ltd. for RMB 2.339 billion, aiming to enhance its operational capabilities and capitalize on the opportunities presented by the Hainan Free Trade Port [1][2]. Group 1: Acquisition Details - The acquisition price is set at RMB 9.85 per share, which is higher than the closing price of HKD 9.60 per share on April 30 [1]. - After the acquisition, Hainan Airport will launch a comprehensive tender offer for Meilan Airport, intending to maintain its listing status [1]. Group 2: Operational Impact - In 2024, Meilan Airport is projected to handle 26.89 million passengers, a 10.5% increase year-on-year, marking a historical peak since its inception [1]. - Post-acquisition, Hainan Airport will manage three major airports in Hainan, aiming for an annual passenger throughput exceeding 50 million, thereby strengthening its position as a regional aviation hub [1]. Group 3: Financial Performance - Hainan Airport reported a revenue of RMB 4.368 billion in 2024, with airport management contributing RMB 1.82 billion [2]. - Meilan Airport has faced losses in the past two years, with a loss of RMB 136 million in 2023 and RMB 381 million in 2024 [2]. - The consolidation of operations is expected to improve Meilan Airport's financial performance through enhanced management efficiency and service quality [2].

Group 1 - The core point of the news is that Hainan Airport plans to acquire a controlling stake in Hainan Meilan International Airport Co., Ltd. for RMB 2.339 billion, which will enhance its position as a major player in the airport industry and support its strategic focus on airport operations [1][2][4] - After the acquisition, Hainan Airport will hold at least 50.19% of Meilan Airport's shares, making it the controlling shareholder and marking a significant step towards a more integrated airport operation model [1][2] - The acquisition aligns with Hainan Airport's strategy to reduce its reliance on real estate, with airport management revenue expected to exceed 60% of total revenue post-transaction, facilitating a shift from real estate to aviation industry classification [2][4] Group 2 - Hainan Airport aims to leverage the historical opportunity of the Hainan Free Trade Port's upcoming customs closure by enhancing its airport operations and integrating resources across three major airports on the island [3] - The company plans to expand its international flight routes significantly, targeting 90 routes by 2025, which will increase international passenger throughput to 2.4 million, thereby attracting more businesses to the region [3] - The integration of airport resources will create a unique flow entry point for "airport + duty-free" operations, maximizing the benefits from the Free Trade Port policies [3] Group 3 - Hainan Airport emphasizes value management and has implemented a value management system to enhance investor returns, including a recent share buyback and the resumption of annual profit dividends [4] - The acquisition of Meilan Airport is a key component of the company's value management strategy, responding to market expectations for airport consolidation and enhancing its operational scale and competitiveness [4] - The transaction is expected to improve the company's revenue and asset scale, further focusing on its core airport operations and supporting the development of the Hainan Free Trade Port [4]

本次交易完成后，公司及全资子公司海南机场设施(香港)有限公司合计持有美兰空港至少50.19%股份， 公司成为美兰空港的控股股东。 智通财经APP讯，海南机场(600515.SH)发布公告，公司拟以自有及/或自筹资金，收购关联方海口美兰 国际机场有限责任公司(以下简称"美兰有限")持有的海南美兰国际空港股份有限公司(以下简称"美兰空 港"或"标的公司")2.375亿股内资股，交易价款为人民币23.39亿元，折合每股9.85元人民币。 根据香港证券及期货事务监察委员会(以下简称"香港证监会")颁布的《公司收购及合并守则》相关规 定，待上述股份转让交易完成后，将由公司作为内资股要约人对标的公司全部已发行内资股进行全面收 购要约(内资股要约人已拥有或同意收购的内资股除外)，并由公司全资子公司海南机场设施(香港)有限 公司作为H股要约人对标的公司全部已发行H股进行全面收购要约(以下简称"全面要约")(股份转让与全 面要约以下合称"本次交易")。本次全面要约拟维持美兰空港的上市地位，本次内资股要约价格折合每 股9.85元人民币，H股要约价格折合每股10.62港元。 据悉，美兰空港及其子公司经营中国海南省海口市美兰机场内的 ...

Core Viewpoint - Hainan Airport plans to acquire 50.19% of Meilan Airport's shares to enhance its core airport business and support the development of Hainan Free Trade Port, with a transaction value of 2.339 billion RMB [1][2]. Group 1: Acquisition Details - The acquisition involves the purchase of 237,500,000 domestic shares from a related party, Meilan Limited, at a price of 9.85 RMB per share, totaling 2.339 billion RMB [1]. - Following the acquisition, Hainan Airport will trigger a mandatory offer obligation under Hong Kong's Takeovers Code, proposing to acquire all issued domestic shares and H-shares of Meilan Airport [2]. Group 2: Meilan Airport's Performance - In 2024, Meilan Airport achieved 186,100 aircraft movements, 26.8904 million passenger throughput, and 209,300 tons of cargo and mail throughput, representing year-on-year increases of 7.92%, 10.48%, and 19.69% respectively [3]. - The completion of this transaction will make Meilan Airport a subsidiary of Hainan Airport, expanding its revenue and asset scale, thereby enhancing its core competitiveness and supporting the integration of airport resources within the Hainan Free Trade Port [3].

Core Insights - Hainan is establishing a free trade port, contrasting with trade protectionism, presenting numerous business opportunities [1] - The China-Arab States Cooperation Forum is facilitating investment opportunities and project implementation in Hainan [1][2] Group 1: Investment Opportunities - The Moroccan company is exploring the tariff-free policy for processed goods in the automotive industry [1] - Hainan's policies, such as tax exemptions for foreign direct investment, are creating a favorable environment for energy companies to invest in Arab countries [1] - The introduction of a visa-free policy for citizens from 59 countries is expected to increase tourism in Hainan [1] Group 2: Trade and Market Access - Hainan's strategic location near Southeast Asia positions it as a key hub for connecting the Chinese domestic market with Southeast Asian markets [2] - Arab countries are keen to enter the Chinese market with products like olive oil and dates, leveraging Hainan's shipping advantages and free trade policies [2] - The current 15% tariff on dates entering China can be eliminated if processed in Hainan, significantly reducing costs [2]

中金研究 根据2025年海南省人民政府工作报告，2025年底封关运作是海南自贸港建设的关键性阶段目标。我们梳理了海南自贸港航空机场及旅游零售业的发展 趋势，整体而言，我们认为：1）机场客流受其他目的地分流影响，今年以来表现稍显逊色，但长期有望受益自贸港建设带来的经济活动往来增加； 2）旅游零售业今年或逐步回归稳健增速，建议关注封关后海南销售税制度变化对于离岛免税政策的影响；3）航空市场建设或受益于最大承运人经营 逐步进入正轨，此外各类税收减免政策也有望降低航司经营成本。 点击小程序查看报告原文 Abstract 2020年来海南经济增速略快于全国；2025年底封关运作是海南自贸港建设的关键性阶段目标。 从经济发展情况看，自2020年一系列支持海南自贸港建设 的政策出台以来，2020至2024年5年海南省GDP复合增速为5.5%，略好于全国整体0.6个百分点。从目前海南岛的进出港方式看，航空为主要途径，在2024 年离港旅客量中占比74%。 机场：旅客量短期受分流逆风；长期受益封关带来的客流增长。 海南省目前拥有3座民航机场，2019年前整体旅客量增长基本与全国持平；2023年来旅客 增速略滞后于全国水平，我们 ...

今年底，海南自贸港将实现全岛封关运作，这是海南打造高水平开放型经济的"关键一跃"，标志着海南 自贸港建设进入全面制度型开放的新阶段，自由贸易港政策制度体系基本成型，成为中国高水平对外开 放的重要门户。 建设海南自贸港，体现了中国构建世界高水平开放形态的决心。在世界经济形势复杂多变的背景下，海 南自贸港力求实行最高标准的贸易投资自由化便利化制度，对标新加坡、阿联酋迪拜等全球自由贸易港 经验，打造具有较强国际竞争力的特殊经济功能区。建设7年来，按照《海南自由贸易港建设总体方 案》要求，以"零关税、低税率、简税制"和"五个自由便利、一个安全有序流动"为主要特征的自由贸易 港政策制度体系逐步在海南自贸港逐步建立起来，一系列配套政策不断落地。 海南自贸港将以制度型开放赋能新质生产力发展。立足自身气候条件、地理区位等优势，海南正着力发 展旅游业、现代服务业、高新技术产业、热带特色高效农业等四大主导产业。在高新技术产业方面，海 南将打造科技创新和科技体制改革"双高地"，充分利用国家科研平台开展原创性、引领性科技攻关，引 进培育一批新型研发机构，建设种业、深海产业、航天科技（000901）创新高地，这将极大地推动高质 量发展 ...

本报讯 （记者李雯珊）近日，海南航空控股股份有限公司（以下简称"海航控股"）披露2025年3月主要 运营数据，国际旅客运输量延续增长态势。当月多项主要业务指标较上年同期实现显著提升，这一持续 向好的发展态势，凸显出其在航空运输市场中的竞争优势与可持续增长潜力。 公告显示，3月海航控股实现收入客公里（RPK）同比增长11.51%，达到10491.14百万公里，其中，国 际市场收入客公里（RPK）同比增长87.89%，达到2084.95百万公里；旅客运输量同比增长2.74%，达到 5514.16千人次，其中国际旅客运输量同比增长74.13%，达到323.92千人次；客运运力投入（按可利用 客公里计）同比增长11.19%，达到12716.57百万公里。 未来，海航控股将进一步优化航线布局，强化枢纽功能，通过航线升级、服务创新、资源整合等举措， 布局海南始发的国际航线体系。同时，公司将充分发挥国内航线网络优势，强化海口的国际中转能力， 加快"国际转国际"航网建设，为海南自贸港建设成为国际航空枢纽注入强劲动力，进一步释放自贸港对 区域经济发展的辐射带动效应。 （文章来源：证券日报） 海航控股紧密贴合市场需求，积极推进国 ...

最新数据显示，截至2024年底，全聚德以国内领先的多元化餐饮产业集团为战略定位，旗下"全聚德"、"仿膳"、"丰泽园"、"四川饭店"品牌在国内外开设直 营、加盟连锁餐饮门店共计101家。 【环球网消费综合报道】4月13日下午，在海南举办的第五届中国国际消费品博览会现场，全聚德集团正式宣布海南首家直营门店落户海口王府井海垦广 场，标志着这一拥有161年历史的老字号品牌在新时代消费浪潮中开启又一新篇章。 此举不仅是全聚德深化"餐饮+食品"双轮驱动战略的重要一步，也是其响应国家提振消费行动、融入海南自贸港建设的战略实践。 打造海南 " 京味美食新地标 " 据了解，全聚德王府井海垦广场店将于2025年5月盛大开业。新门店位于王府井海垦广场三楼街区，营业面积逾756平方米，设有多个用餐区域，全面满足消 费者多样化的就餐需求。店内配备专属8个高端商务包间，营造私密舒适的用餐环境，适宜商务接待、家庭聚会及朋友聚餐等多元场景。 激发海南自贸港消费新活力 数据显示，2024 年海南接待国内外游客9720.78万人次,同比增长8%，其中免税购物、餐饮美食是游客核心消费场景。 据悉，王府井海垦广场是王府井免税在海口的重点有税商场，此 ...