证券代码：002320 证券简称：海峡股份 海南海峡航运股份有限公司 投资者关系活动记录表 编号：20251126 | 投资者关系活动类别 | 特定对象调研 分析师会议 ☐ | | --- | --- | | | 媒体采访 业绩说明会 ☐ ☐ | | | ☐ 新闻发布会 ☐ 路演活动 | | | ☐ 现场参观 | | | ☐ 其他 国信证券 曾光 | | | 创金合信基金 陈建军 | | 参与单位名称及人 | 宝盈基金 张若伦 | | | 国投证券 甘立宸 陈易凌 蒙玲 张晗 | | 员姓名 | 海南天雨基金 杨紫添 | | | 个人投资者 李业康、胡景、焦娇、李妍 | | 时间 | 2025年11月26日 10:30-11:30 | | 地点 | 海南省海口市滨海大道157号港航大厦14层 | | 上市公司接待人员姓 | 许楠楠 刘哲 | | 名 | 公司介绍：公司2002年由海南港航控股有限公司、深圳市盐田港股份 | | | 有限公司等5位股东发起设立，2009年公司在深圳证券交易所挂牌上市，为 | | 投资者关系活动主 | 公司快速发展奠定基础。2017年公司增发股份收购海南港航的轮渡码头资 | | ...

Core Insights - The private economy in Hainan is a vital force driving high-quality development and innovation, contributing significantly to the province's GDP and employment [2][4][5] Group 1: Private Sector Contributions - Hainan has 3.6241 million business entities, with 97.44% being privately owned, highlighting the dominance of the private sector [2][4] - The private economy contributes nearly 60% of the province's GDP, over 90% of employment, and more than 90% of high-tech enterprises [4] - In the first three quarters of 2025, the private economy achieved an added value of 338.63 billion yuan, a year-on-year increase of 4.2% [4] Group 2: Policy Support and Innovation - The introduction of policies such as "zero tariff" for self-used production equipment has enhanced the international competitiveness of local companies like Hainan Xiangtai Fisheries [3][6] - The "Hainan Free Trade Port Promotion of Private Economy Development Regulations" ensures equal rights and opportunities for private enterprises, fostering a fair competitive environment [6] - Companies like Qilu Pharmaceutical have leveraged policy advantages to drive innovation, resulting in significant growth in production value from 1.961 billion yuan in 2018 to 4.023 billion yuan in 2024 [9] Group 3: Investment and Economic Environment - Hainan is actively attracting investment from major industry players, with 42 cooperative projects signed at a recent policy promotion event [10] - The province has established a comprehensive support system for small and micro enterprises, addressing financing challenges and enhancing the business environment [12][13] - The upcoming full closure of the Hainan Free Trade Port is expected to strengthen connections with global markets, expanding opportunities for the private economy [11][14]

周春华表示，在深入培育海影节行业影响力的同时，三亚还通过光影赋能，大力推动三亚文化强市与国 际旅游消费中心核心区建设。重点围绕海影节持续做强"电影+"文章，让影迷"为一场电影，赴一座 城"，打造"跟着电影去旅行""金椰嘉年华"等品牌。 再有一周，第七届海影节将启幕。"我们诚挚邀请海内外的行业嘉宾、媒体朋友和影迷朋友们在12月3日 至9日齐聚三亚，共赴这场光影与文明交织的盛会，感受海南自贸港的活力和温度。"周春华说。(完) 来源：中国新闻网 编辑：万可义 从"取景地"到"主办地" 三亚与海影节"双向奔赴" 中新网海口11月25日电 (张月和)"海南岛国际电影节(简称海影节)自2018年创办以来，已与三亚携手走过 了六届光影路程。海影节的光影律动与三亚的城市气质相得益彰，这对CP也越来越默契，成就了一 场'双向奔赴'的赋能之旅。"三亚市委常委、宣传部部长、海南岛国际电影节组委会副秘书长周春华25 日在第七届海影节新闻发布会上说。 她说，三亚与电影的首次触电，还要追溯到1955年《南岛风云》的热带风光，第一次将三亚的热带海岛 气息搬上了银幕。再后来的《非诚勿扰2》《巨齿鲨》等大片将三亚蜈支洲岛、热带天堂森林公园变 ...

Core Insights - The construction of Hainan Free Trade Port has led to significant increases in foreign trade, with an average annual growth rate of 25.1% since 2020, indicating a continuous improvement in trade openness and convenience [1] Group 1: Policy Implementation and Economic Impact - Hainan's customs have implemented several policies to support high-level openness and quality development, including zero tariffs on three lists of imports, which have totaled 27.2 billion yuan in value and resulted in tax reductions of 5.15 billion yuan [1] - The processing and value-added tax exemption policy has been expanded to the entire island, benefiting 129 enterprises with a total domestic sales value of 11.1 billion yuan and tax reductions of 860 million yuan [1] - The "temporary export repair" and "temporary import repair" policies have shown positive results, with over 100 aircraft repaired under customs supervision and a total value of 2.7 billion yuan benefiting from the temporary export repair policy [2] Group 2: Innovation in Customs Regulation - Customs have introduced innovative regulatory measures for Hainan's key industries, such as seed industry revitalization and duty-free shopping, with seven innovative measures filed with the General Administration of Customs and 18 results selected as integrated innovation cases [2] - The duty-free shopping sector has seen over 210 billion yuan in monitored sales since 2020, with recent policy upgrades enhancing the variety of goods and allowing more purchases for departing travelers, resulting in monitored sales of 1.57 billion yuan in just 20 days [3] Group 3: Trade Facilitation and Logistics Efficiency - The customs have implemented over a hundred measures to optimize the business environment and promote cross-border trade facilitation, significantly benefiting key parks and industries [3] - The introduction of the "three same, three trace" regulatory model in the Yangpu Free Trade Port Area has reduced customs clearance times for food and raw materials by 70% [4] - The overall customs clearance time for imports and exports has been reduced by nearly 70%, with the customs laboratory recognized by the World Customs Organization, enhancing its capabilities [4][5]

为深入贯彻海南自贸港封关运作战略部署，服务海南省委、省政府关于自贸港 " 4 5 3 2 "产业发 展布局，以" 封关启航，资本向南 "为核心主题，由海南省财金集团有限公司、中国银河证券 股份有限公司 、母基金研究中心（ www. c h i n a -f o f. c om） 联合承办，拟于 2 0 2 5年1 2月 1 0日 在海口市举办 " 第二届海南自贸港创新投资发展论坛 "。 潮起海之南，奋楫自贸港。 2 0 1 8年，改革开放的新号角在海南吹响，全球最大自由贸易港扬 帆起航。2 0 2 0年6月，党中央、国务院发布《海南自由贸易港建设总体方案》。5年多来，一批 标志性、引领性创新举措相继推出，海南自贸港政策制度体系初步建立。全岛封关运作是海南 自由贸易港建设的标志性工程，是进一步扩大开放的重要举措，具有里程碑意义。2 0 2 5年1 2月 1 8日，海南自贸港全岛封关将正式启动。 在此背景之下， 本届论坛旨在围绕海南自贸港封关红利、政策优势、投资机遇、制度创新等核 心议题，通过主题演讲、平行论坛、项目路演、园区考察以及线上线下结合等多种形式，搭建 政府、金融机构、产业方协同平台，促进资本与项目的精 ...

Core Viewpoint - The article emphasizes the role of Guangfa Bank in supporting the development of Hainan Free Trade Port through innovative financial services and cross-border cooperation, aiming to enhance the region's attractiveness to foreign investors [1][2][4]. Group 1: Cross-Border Cooperation - Guangfa Bank is innovating cross-border service models to assist foreign trade enterprises in stabilizing scale and optimizing structure, leveraging Hainan's "zero tariff," "low tax rate," and "simple tax system" policies [2][3]. - The bank is expanding its cross-border financial product offerings, including cross-border cash pools and financing channels, to reduce costs for enterprises [2][3]. Group 2: Financial Support for High-Quality Development - Guangfa Bank is focusing on supporting Hainan's modern industries and promoting high-quality development through a comprehensive financial strategy [4]. - The bank is enhancing support for technology-driven enterprises by providing tailored financial solutions and optimizing approval processes for credit products [4]. Group 3: Green Finance Initiatives - Guangfa Bank is increasing support for green enterprises and has seen a 23.4% year-on-year increase in green credit balance, promoting low-carbon development in traditional industries [4]. Group 4: Support for Small and Micro Enterprises - The bank is actively implementing measures to support small and micro enterprises, achieving a 14% increase in loans to these businesses since the beginning of the year [5]. - Guangfa Bank is also enhancing social security services for the elderly population, particularly for those from Heilongjiang province residing in Hainan [5]. Group 5: Digital Transformation and Service Improvement - The bank is committed to digital transformation and improving financial services, participating in various projects to enhance public service quality in Hainan [5][6]. - Guangfa Bank aims to maintain its focus on serving the public and supporting the development of Hainan Free Trade Port with more open and efficient financial services [6].

Core Points - Hainan Development Holdings Co., Ltd. and China Merchants Bank signed a strategic cooperation agreement to enhance resource synergy and business collaboration, supporting the high-quality development of Hainan Free Trade Port [1] - Hainan Development Holdings has been actively seizing opportunities from the construction of Hainan Free Trade Port, achieving record highs in key operational indicators and entering a phase of healthy and rapid growth [1] - The strategic partnership aims to explore new paths for cooperation between banks and enterprises, leveraging the development opportunities presented by Hainan Free Trade Port [1] Company Overview - China Merchants Bank is the first shareholding commercial bank in China fully owned by corporate legal persons, with 143 branches and 1,800 sub-branches in China as of June 2025, covering over 130 cities domestically and having 6 branches and 1 representative office overseas [2] - The bank holds various financial licenses, including commercial banking, financial leasing, fund management, life insurance, overseas investment banking, consumer finance, and wealth management subsidiaries [2]

Core Insights - Hainan Holdings has officially become the first strategic partner of Ping An Bank in Hainan, marking a new phase of deep collaboration between the two entities [1][2] - The strategic cooperation coincides with critical milestones, including the countdown to the full closure of Hainan Free Trade Port and the anniversaries of both Hainan Holdings and Ping An Bank [1] Group 1: Strategic Partnership - The partnership aims to integrate high-quality resources from both parties in areas such as comprehensive credit, transaction settlement, retail and technology finance, and industrial collaboration [3] - Hainan Holdings and Ping An Bank have established a solid foundation for cooperation in financing and settlement, with expectations to deepen collaboration in key areas like credit financing, project construction, and investment attraction [3] Group 2: Organizational Strengths - Hainan Holdings focuses on high-quality development and market-oriented transformation, playing a crucial role in major project construction and industrial cultivation in the region [2] - Ping An Bank, as one of the first publicly listed nationwide joint-stock banks in China, has developed a mature and stable management structure, extensive network coverage, and a leading market brand influence [2]

Group 1 - The establishment of ICBC Leasing (Hainan) Co., Ltd. marks a significant step in the strategic cooperation between ICBC Group and the Hainan provincial government, reflecting the commitment to support the construction of Hainan Free Trade Port [1][2] - The construction of Hainan Free Trade Port is a major strategic decision by the central government aimed at creating a higher-level open economic system, with ICBC signing a strategic cooperation agreement to further support this initiative [1][2] - ICBC Leasing is actively responding to national calls and has made significant progress in establishing a management project company in Hainan, which will provide efficient and flexible leasing solutions for domestic and international clients [1][2] Group 2 - Since 2024, Hainan's financial sector has focused on facilitating cross-border capital flows through innovative policies and mechanisms, enhancing financial support for the Free Trade Port's development [2] - The establishment of ICBC Leasing (Hainan) Co., Ltd. is a strategic action aligned with the national high-level opening-up agenda and aims to deepen financial layout in the Free Trade Port [2] - ICBC Leasing plans to leverage the core policy advantages of the Free Trade Port to expand its aircraft, ship, and equipment leasing business, contributing to the construction of a high-level open gateway for the country [2]

Core Points - The upcoming full closure operation of Hainan Free Trade Port on December 18, 2025, is a significant milestone for Hainan's openness and development as an aviation hub [2] - Hainan Airlines is actively expanding its international flight network, adding 74 international and regional flights by November 2025, with a total plan to increase by 80 flights [1][3] - The airline aims to strengthen connections with major countries along the Pacific and Indian Oceans, which is crucial for establishing the "Two Oceans" hub network [2] Group 1: International Route Expansion - Hainan Airlines has recently intensified its international routes from Hainan, including six intercontinental routes to Jeddah, Abu Dhabi, London, Auckland, Sydney, and Melbourne, as well as a route to Kuala Lumpur [1] - By November 2025, Hainan Airlines will operate 22 international and regional routes from Hainan, enhancing global connectivity [1][3] Group 2: Domestic Route Network - In addition to international routes, Hainan Airlines operates nearly 60 domestic routes connecting major cities such as Beijing, Shanghai, Guangzhou, Shenzhen, Chongqing, and Chengdu [3] Group 3: Enhanced Passenger Experience - Hainan Airlines collaborates with Haikou Meilan International Airport to improve the transit experience for passengers, offering meal vouchers and free hotel stays for those with layovers [4] - The upgrades in ground services complement the expansion of the airline's route network, supporting the development of Hainan as a "Two Oceans" aviation hub [4]