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海外华媒海南行:访台商探新渔路
Zhong Guo Xin Wen Wang· 2025-11-14 05:42
参加行走中国·2025海外华文媒体海南行活动的20家境外华媒,13日来到海南东方之星生物科技有限公 司,参观洪宜展的水产养殖基地,深入了解他深耕海南海洋渔业的故事。 11月13日,参加行走中国·2025海外华文媒体海南行活动的20家境外华媒,参访台商洪宜展在海南 乐东投资创建的水产养殖基地。 中新网记者 骆云飞 摄 对东南亚出口强劲开局 自今年8月7日正式启动出口业务以来,海南东方之星生物科技有限公司凭借优质的水产苗种和高效的物 流体系,在一个月内实现对东南亚市场出口的强劲开局。 截至9月7日,该公司累计完成45批次空运出口,成功向马来西亚和新加坡出口金鲳苗、东星斑苗及红瓜 子斑苗共计177.1万条。 海外华媒海南行:访台商探新渔路 中新网海南乐东11月14日电 (张月和)"再过一个来月,海南自贸港就要启动全岛封关运作了。"台商洪宜 展正加紧抢抓自贸港新机遇,"我要借此契机,让鱼苗像当年从台湾'游'到海南一样,从海南'游'向海 外"。 为扩大乐东县水产种业出口规模、乐东县农业农村局将海南东方之星生物科技有限公司纳入水产苗种出 口备案基地,为其拓展海外市场提供政策支持。 在洪宜展看来,出口的突破性进展主要得益于 ...
A股 又见证历史!
Zhong Guo Ji Jin Bao· 2025-11-14 05:00
Core Points - The A-share market experienced a decline in major indices, with the banking sector showing strength and reaching new highs for certain stocks [1][2][3][5][6] Banking Sector - The banking sector saw a broad increase, with notable gains in stocks such as Industrial and Agricultural Bank, which reached new highs at 8.34 CNY and 8.61 CNY per share, respectively [7][8] - The market capitalization for Industrial Bank is approximately 27,726 billion CNY, while Agricultural Bank stands at about 29,233 billion CNY [7][8] - Other banks like China Bank and Industrial Bank also reported gains exceeding 2% [7] Regional Performance - The Hainan and Fujian sectors showed strong performance, with the cross-strait integration index leading the market [9] - Specific stocks in Fujian, such as Sanmu Group, recorded a six-day consecutive rise, while Pingtan Development achieved a two-day consecutive rise [9][10] Gas Sector - The gas sector experienced a rise, with stocks like Guo Xin Energy and Changchun Gas hitting the daily limit [12][13] - The demand for gas is expected to increase due to a cold wave forecasted to impact most regions of China [13] Technology Sector - The technology sector faced a collective downturn, with significant declines in stocks related to computing, storage chips, and semiconductors [16][17] - Notable declines included Zhaoyi Innovation dropping nearly 8% and Jiangbolong falling close to 9% [17][18] Market Activity - The total trading volume in the Shanghai and Shenzhen markets reached 1.23 trillion CNY, marking the 116th consecutive day of exceeding 1 trillion CNY in trading volume [3]
11天7板!氢能+海南自贸港概念联动,海马汽车10:03涨停,背后逻辑揭晓
Jin Rong Jie· 2025-11-14 02:13
Core Viewpoint - Haima Automobile has recorded 7 limit-up trading days within 11 trading days, indicating strong market interest and performance in the stock [1] Group 1: Stock Performance - The stock reached a limit-up at 10:03 AM today with a trading volume of 3.747 billion yuan and a turnover rate of 21.71% [1] - The stock's performance is attributed to the active market trading and heightened investor interest in hydrogen energy and Hainan Free Trade Port policies [1] Group 2: Market Trends - The transformation in the hydrogen energy sector, combined with expectations surrounding Hainan Free Trade Port policies, has increased market attention on related concepts [1] - The active trading environment has led to a strong performance of individual stocks within the hydrogen energy and Hainan Free Trade Port themes [1] Group 3: Investment Considerations - Investors are advised to be cautious of the volatility in stocks that have experienced consecutive limit-up days, highlighting the importance of rational investment decisions [1]
海峡股份:海南封关运作后 有利于公司车客流量的确定性增长
人民财讯11月14日电,海峡股份(002320)11月13日在机构调研中表示,海南自贸港实施优惠的税收政 策,包括企业所得税优惠等,直接降低公司的运营成本,为公司发展提供良好的政策环境。海南封关运 作后,将实行"一线放开,二线管住"的政策,这意味着境内外货物进出海南将更加自由便利;实施"非 禁即入"原则,投资自由化,这将吸引更多的投资者和合作伙伴进入海南市场,有利于公司车客流量的 确定性增长。随着海南省基础设施建设的完善,如环岛旅游公路的建成,也将大幅吸引自驾人群,对公 司的主营业务起到带动作用。 ...
海外华媒海南行:从洋浦看见自贸港开放开发热潮
Zhong Guo Xin Wen Wang· 2025-11-13 05:46
Core Insights - The article highlights the rapid development and open policies of the Hainan Free Trade Port, particularly focusing on the Yangpu Economic Development Zone as a key area for international trade and investment opportunities [1][2][5]. Industry Overview - Yangpu Economic Development Zone has evolved from a barren land into a significant port city and a window for China's openness since its establishment in 1992, benefiting from preferential policies and integration into the Free Trade Port construction [1][2]. - The zone has implemented several pioneering policies, including the "China Yangpu Port" ship registration and various offshore trade facilitation measures, positioning itself as a model area for the Free Trade Port [1][2]. Company Developments - China Petroleum & Chemical Corporation (Sinopec) has leveraged the Free Trade Port's processing and value-added policies, resulting in over 8 million yuan in tax exemptions, enhancing its competitive product offerings [2][3]. - The Yangpu International Container Terminal has expanded its capacity, with new berths accommodating the world's largest container ships, and has opened 58 trade routes, achieving a 53.4% increase in container throughput year-on-year [4][5]. Future Prospects - The upcoming full island closure of the Hainan Free Trade Port on December 18 is expected to unleash greater open benefits, prompting more enterprises to establish operations in Yangpu [5][7]. - The Yangpu Cross-Border E-Commerce Industrial Park is set to facilitate trade between overseas brands and local businesses, with an expected annual trade volume exceeding 2 billion yuan, benefiting from favorable policies and its strategic location [7][8]. - Yangpu aims to enhance its role as a dual hub for domestic and international trade, focusing on new materials, new energy, digital economy, and biomedicine industries, while continuing to attract high-quality projects [7].
AH股小幅低开,创业板跌0.09%,锂电电解液强势上涨,恒指跌0.52%,两市贵金属走强
Hua Er Jie Jian Wen· 2025-11-13 01:56
A股低开,沪指跌0.09%,创业板跌0.09%。光伏玻璃、免税店、海南自贸概念跌幅居前,锂电电解液强势上涨,孚日股份6连板,联泓新科涨停; 国际金价大涨,贵金属板块走强,油气板块回调。 消息面,11月13日,在上海证券交易所国际投资者大会上,上交所副总经理傅浩表示,科创板以制度创新持续发挥资本市场"试验田"功能,必将 吸引和培育更多优秀的世界级科技企业,未来会涌现出更多科技创新的企业明星。自设立之初,科创板便突破传统盈利门槛,允许未盈利企业、 红筹企业及特殊股权架构企业上市,开辟科创企业专属融资通道。 港股低开,恒指跌0.52%,科指跌0.82%,科网股普跌,避险情绪升温,黄金股普涨,创新药概念高开 债市开盘全线下跌,30年期主力合约跌0.03%。 商品涨跌参半,贵金属涨幅居前,能源品跌幅居前。 中证转债指数盘初涨0.18%,东时转债涨超8%,豫光转债、宙邦转债涨超6%,天赐转债、凌钢转债涨超4%;振华转债跌超5%,塞力转债、中能 转债跌超2%。 9:30 国债期货开盘全线下跌,30年期主力合约跌0.03%报116.400元,10年期主力合约跌0.01%报108.510元,5年期主力合约跌0.02%报105. ...
天风证券晨会集萃-20251113
Tianfeng Securities· 2025-11-12 23:42
Group 1 - The report highlights the official announcement of the Hainan Free Trade Port's full closure operation starting on December 18, 2025, with tax incentives for encouraged industries [2] - Key sectors to focus on include cultural tourism, transportation, infrastructure construction, biomedicine, mineral energy, and agriculture under the new policy framework [2] - The report discusses the ongoing trends in various industries, including the rise of AI, semiconductor advancements, and the introduction of new robotics products [2][23] Group 2 - The report indicates that the total assets of existing amortized bond funds reached approximately 2.06 trillion yuan, with net assets of about 1.48 trillion yuan as of the end of Q3 2025 [4] - It is expected that over 200 billion yuan of amortized bond funds will enter the open period by the end of this year, potentially bringing an incremental allocation of 100-300 billion yuan to credit bonds [4][25] - The report notes a significant increase in the allocation of credit bonds by amortized bond funds, with the proportion expected to rise to 75% by Q3 2025 [4][26] Group 3 - The report outlines the distribution plan for refrigerants in 2026, indicating that the industry will maintain a tight balance despite adjustments in quotas [5][7] - It mentions that the total quota adjustment for HFCs in 2025 will allow for an increase in production quotas for various refrigerants, including R32 [5][7] - The report emphasizes that the market is concerned about potential increases in single product quotas, but companies are likely to consider market supply and demand comprehensively [7] Group 4 - The report discusses the recovery of the aviation and shipping sectors, with inbound tourism expected to drive airport profitability and shipping volumes increasing significantly [8] - It highlights the potential for price increases in highway tolls, with some regions planning to raise rates by over 30% [8] - The report also notes the positive trends in the logistics sector, with expectations for price increases and improved profitability due to reduced competition [8] Group 5 - The report presents the financial performance of Weicai Technology, showing a revenue increase of 44.40% year-on-year in Q3 2025, with net profit rising by 98.11% [10][33] - It indicates that the company's high-end business now accounts for 75% of its revenue, contributing to a gross margin increase to 44.59% [10][34] - The report suggests that the company is focusing on expanding its testing capacity and optimizing its business structure to sustain high-quality growth [10][35]
海外华媒海南行:全球飞机在自贸港排队“体检”
Zhong Guo Xin Wen Wang· 2025-11-12 06:06
中新网海口11月12日电 (张月和)"在海南自贸港一站式飞机维修产业基地,我看到全球各地的飞机正 在'体检',不仅机库爆满,停机坪上还有飞机在排队待检。"《澳大利亚时报》高级记者张园接受中新 网记者采访时说,这让她切实感受到海南自贸港临空产业发展的蓬勃生机。 海外华媒海南行:全球飞机在自贸港排队"体检" 11月11日,"开放新海南·活力自贸港——行走中国·2025海外华文媒体海南行"活动走进位于海口的 海南自贸港一站式飞机维修产业基地,图为参与活动的境外媒体代表正在考察走访。中新网记者 骆云 飞 摄 "开放新海南·活力自贸港——行走中国·2025海外华文媒体海南行"活动11日走进位于海口的海南自贸港 一站式飞机维修产业基地,来自10多个国家和地区的20家境外华媒通过了解这座"飞机医院"的成长历 程,见证了"自贸港速度"及其开放新活力。 一站式飞机维修产业基地是海南自贸港核心引擎临空经济区的重要示范项目,2022年4月起投运。其位 于空港综合保税区内、海口美兰国际机场东侧,大修与喷漆机库直接连通机场跑道。海口空港飞机维修 工程有限公司董事长兼总经理王海烨说,这极大便利了飞机进行维护维修。 吸引全球飞机来此维修的 ...
海外华媒海南行:在海口国家高新区感受自贸港蓬勃活力
Zhong Guo Xin Wen Wang· 2025-11-12 02:29
中新网海口11月12日电 (王子谦 张月和)"从产业规划到园区招商,都很不错。"11日,老挝资讯网副总编 周宇首次来到海口国家高新技术产业开发区(简称"海口国家高新区"),了解到园区生物医药产业集聚发 展后感叹道。 参加"行走中国·2025海外华文媒体海南行"活动的海外华媒代表,当天走进海口国家高新区,实地感受 这一海南自贸港重点园区的建设风貌与发展蓝图。 海口国家高新区是中国第一批国家级高新区,1991年经国务院批准成立,总规划面积85.42平方公里, 是海南自贸港唯一涵盖"旅游业、现代服务业、高新技术产业"三大主导产业的重点园区,截至目前企业 注册数量超过了1.8万家。 11月11日,行走中国·2025海外华文媒体海南行走进海口国家高新技术产业开发区,感受海南自贸港开 放新脉动。中新网记者 骆云飞摄 "项目一期已建成约10万平方米标准厂房,目前入驻企业160余家,其中30余家正在装修,部分已投 产。"郑玉华说,园区重点招引生物医药、医疗器械、生物检测及干细胞企业,旨在打造专业化产业集 群。 郑玉华表示,在海南自贸港政策红利的带动下,东湖高新海口生物城将成为企业享受自贸港加工增值、 多功能自由贸易账户等优惠 ...
股市必读:盐 田 港(000088)11月10日董秘有最新回复
Sou Hu Cai Jing· 2025-11-10 17:42
Core Viewpoint - The company, Yantian Port, is experiencing a stable operational performance despite market fluctuations, with a focus on enhancing shareholder value through dividends and strategic growth initiatives [2][3]. Financial Performance - As of November 10, 2025, Yantian Port's stock closed at 4.66 yuan, reflecting a 0.22% increase, with a trading volume of 282,000 shares and a turnover of 131 million yuan [1]. - The company announced a cash dividend plan for the 2025 interim period, proposing a distribution of 0.88 yuan per 10 shares, totaling approximately 458 million yuan [2]. Market Sentiment - On November 10, 2025, there was a net outflow of 8.495 million yuan from institutional investors, while retail investors saw a net inflow of 11.9523 million yuan [3]. - The stock price has reached a low point since its listing, despite the company reporting its best performance since going public, raising concerns among investors about potential financial irregularities [2]. Strategic Initiatives - The company is actively seeking opportunities for collaboration with Hainan Free Trade Port policies and is focused on enhancing its core business operations to improve long-term growth and competitiveness [2].