Core Viewpoint - The official operation of the Hainan Free Trade Port will commence on December 18, 2025, leading to increased market attention on local financial institutions, particularly Haide Co., which has demonstrated confidence through significant share buybacks [1][2]. Group 1: Company Actions and Confidence - Haide Co.'s management has completed a share buyback plan, totaling 20.85 million yuan, exceeding the original target [1]. - The share buyback involved 22 individuals, including directors and executives, with a voluntary lock-up period of six months, indicating a strong alignment of management interests with long-term company performance [3]. Group 2: Business Fundamentals and Market Position - Haide Co. is the only financial listed company in Hainan, with a strong focus on non-performing asset management (AMC), where 86.95% of its revenue comes from asset disposal as of mid-2025 [2]. - The company has established a solid foundation for future market changes post-free trade port operation, particularly in energy and listed companies, ensuring stable long-term revenue [2]. - The individual loan non-performing asset segment shows significant growth potential, with a total of approximately 16.876 billion yuan in non-performing loans, positioning the company among the industry leaders [2]. Group 3: Strategic Planning and Governance - The company has developed a systematic "2025 Investor Relations Management Plan" to enhance communication with the capital market through various channels, reflecting a commitment to investor relations [3]. - Post-free trade port operation, Haide Co. aims to leverage its capital operation and local advantages to participate in the restructuring and revitalization of distressed assets in Hainan [3].

三亚深化改革开放实现新高度。推行"一枚印章管审批"新模式，行政审批服务效率大幅提升。跨境电 商、大宗商品交易等开放型经济新业态加快发展，外贸持续提档升级。打开第五航权客货两运新局面， 成功举办多个国际级农业科技大会，三亚国际影响力和感召力持续提升。 海南这五年：三亚发展能力能级实现新跨越 中新网三亚12月2日电 (张月和)三亚市委常委、常务副市长陈景进2日在三亚市"十四五"时期经济社会发 展成就新闻发布会上说，"十四五"时期，三亚全市社会经济实现高质量发展，发展能力能级实现新跨 越。 陈景进说，从当前来看，三亚市主要经济指标稳步增长，2024年地区生产总值(GDP)首次突破千亿大 关，2025年前三季度GDP达到720.1亿元，2021年至2024年间年均增长5.5%，经济综合实力进一步增 强。 随着海南自贸港封关日益临近，三亚7个封关运作项目已建设完成，"二线口岸"查验设施顺利通过国家 验收，8个反走私综合执法站、3个海警工作站进驻运行，压力测试工作有序开展。以"零关税、低税 率、简税制""五自由便利一安全有序流动"为特征的核心政策落地见效。 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事 ...

投资者关系活动记录表 编号：2025-070 | 投资者关系 | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称及人 | 广发证券、东方财富证券、中信证券、东方证券、西南证券、国 | | 员姓名 | 盛证券、兴业证券、东北证券、易方达基金、华富基金、国泰基 | | | 金、融通基金、众安保险、信达奥亚基金等 | | 时间 | 2025 年 11 月 27 日 13:00-17:00 | | 地点 | 公司会议室 | | 上市公司接待人员 | 1、副总经理 邢智皇 | | 姓名 | 2、副总经理 卢晓蕾 | | | 3、董事会秘书 杜群 | | 投资者关系活动主 | 公司高级管理人员积极参加本次机构现场调研，就公司近期发展 | | 要内容介绍 | 情况及海南自贸港封关运作背景下的战略布局与业务拓展等投 | | | 资者关注的问题进行了沟通与交流，主要交流内容详见附件。 | | 附件清单（如有） | 《调研会问答清单》 | | 日期 | 2025 年 11 月 27 ...

11月27日，知名民营企业助力海南自贸港高质量发展大会重点项目集中签约活动在海口举行，现场 集中签约26个项目，涵盖旅游业、现代服务业、热带特色高效农业、高新技术产业等领域。中新社记者 骆云飞 摄 今年10月以来，中国侨商投资(海南)大会、中国·澄迈国际经济贸易洽谈会、中国产业转移发展对接 活动(海南)、知名民营企业助力海南自贸港高质量发展大会等一系列活动接连举行，格鲁吉亚航空、泰 国正大集团等中外企业与海南签约项目超400个。 安永(中国)企业咨询有限公司大中华区税收政策主管合伙人沈瑛华接受中新社记者采访时指出，中 外企业踊跃签约的背后，是高度看好封关后海南的投资价值。"借助自贸港政策红利组合优势，企业将 有效提升利润空间，加速全球布局，推动商业模式创新。" 自今年7月23日海南自贸港全岛封关运作时间公布以来，进口征税商品目录、海关监管办法等配套 政策陆续出台，封关政策制度体系基本建立。 中新社海口12月1日电 (记者 王子谦)随着海南自贸港全岛封关的日子一天天逼近，越来越多中外企 业到海南考察洽谈、签约项目，掀起"投资自贸港"的热潮。 "封关后的'一线放开'将有效降低研发与进口成本，15%企业所得税政策也 ...

(经济观察)"投资自贸港"热 中外企业抢抓海南封关机遇 中新社海口12月1日电 (记者 王子谦)随着海南自贸港全岛封关的日子一天天逼近，越来越多中外企业到 海南考察洽谈、签约项目，掀起"投资自贸港"的热潮。 封关为企业带来哪些利好？海南省商务厅副厅长李枝平以"三重红利"概括：成本更低，得益于"零关 税""低税率"政策；政策更优，可叠加享受个人所得税优惠、加工增值免关税、新增境外直接投资免税 等多项政策；市场更开放，海南拥有全国最短的外商投资准入负面清单和最多的鼓励类产业条目，企业 可进入领域更广泛。 "封关后的'一线放开'将有效降低研发与进口成本，15%企业所得税政策也使企业享有更低税负。"永道 控股集团股份有限公司董事长钟立钊透露，公司计划投资33亿元人民币，建设海南总部、国际结算中 心、节能环保装备制造工业园、农业农机装备产业园、跨境国际职业教育等重点项目。 11月27日，知名民营企业助力海南自贸港高质量发展大会重点项目集中签约活动在海口举行，现场 集中签约26个项目，涵盖旅游业、现代服务业、热带特色高效农业、高新技术产业等领域。 中新社记 者 骆云飞 摄 随着自贸港政策落地生效、产业基础不断夯实、营商环 ...

Group 1 - Company received a notice from the China Securities Regulatory Commission regarding historical non-operating fund occupation, which has been fully repaid as of April 24, 2025 [1] - The company reported that its production and operational activities are normal and orderly, and the incident will not have a significant impact on its operations and management [1] - The company has completed the rectification of the fund occupation issue, confirmed by regulatory authorities and accountants, indicating a typical "negative news has landed" scenario [1] Group 2 - The third-quarter report for 2025 shows robust operational resilience and clear growth potential, with net cash flow from operating activities reaching 1.267 billion yuan, a year-on-year increase of 782.20% [2] - As of September 30, 2025, the company's cash balance was 340 million yuan, a 166.37% increase from the end of the previous year, indicating enhanced short-term payment capability [2] - The company's equity attributable to shareholders reached 5.392 billion yuan, a 3.27% year-on-year growth, reinforcing its risk resistance [2] Group 3 - The company is well-positioned to benefit from the special policy dividends of the Hainan Free Trade Port, which is entering a critical implementation phase [2] - The company’s existing business in non-performing asset management and capital management aligns well with the regional policies, providing opportunities for deep collaboration [3] - The company’s strong operating cash flow and optimized financial structure support its ability to seize opportunities in cross-border business expansion [3]

最近，像这样实战化的压力测试所有与封关之后货物运往内地相关的部门都要参与其中，就是要检测"零关税"货物离岛即将实施的新查验与通行管理方式。 目前，海南自贸港封关任务整体顺利推进，全岛8个对外开放口岸和10个"二线口岸"的各类设备已基本完备，"二线口岸"试运行都已经启动，6项封关政策及 配套13项省内制度文件已全部印发，各项工作正在有条不紊地推进。 央视网消息（新闻联播）：今年的12月18日，海南自贸港全岛封关运作。目前，海南自贸港封关运作准备工作基本就绪。作为自贸港"样板间"，洋浦承接了 全岛超七成的进口货物量。当前，在封关最后冲刺阶段，他们在干什么？来看记者的调研。 记者来到洋浦国际集装箱码头的时候，码头扩建工程正在加紧施工，其中新增的488米岸线和泊位刚刚投入运营就迎来首靠船舶，旁边的堆场也进入了建设 的最后阶段。 李俊铮告诉记者，此次扩建后，码头可满足目前全球最大集装箱船舶靠泊作业需求，年设计通过能力也将提升超30%。这次扩建就是在为封关后，洋浦即将 增长约一倍的"零关税"货物提前做好准备。 全岛封关运作后，"零关税"商品范围将由目前的1900个税目扩大至约6600个税目，比封关前提高了近53个百分点。 ...

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：202511261 | 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 ☐ 太平洋证券 程志峰 谭建彬 | 姚诗权 | | | 华源证券 张付哲 曾智星 广发基金 胡英粲 | 高树根 | | | 中信建投基金 陈泽文 | | | | 国泰海通资管 张宇清 | | | | 信达澳亚基金 刘维华 | | | 参与单位名称及人 | 国泰基金 李起帆 | | | 员姓名 | 杭银理财 李杨健 | | | | 招商信诺资管 刘延波 | | | | 招商证券 肖欣晨 李秀敏 | | | | 中泓汇富基金 余一奇 | | | | 嘉宏集团 曹静 | | | | 云昱私募基金 张一云 | | | 时间 | 2025年11月26日 14:00-15:00 | | | 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 ...

Core Viewpoint - China Duty Free Group (中国中免) shares rose over 3%, currently up 3.62% at HKD 74.4, with a trading volume of HKD 179 million, driven by the upcoming launch of the Hainan Free Trade Port's closure operations on December 18 [1] Group 1: Hainan Free Trade Port Developments - The Hainan Free Trade Port is set to officially start its closure operations, with preparations progressing smoothly and foundational conditions in place [1] - Key policies and supporting documents, including the import tax product catalog and tax policies for goods flow, have been established [1] Group 2: Market Trends and Performance - Hainan's offshore duty-free shopping is experiencing a recovery, with shopping amounts reaching CNY 506 million and visitor numbers at 72,900 from November 1 to 7, marking increases of 34.86% and 3.37% year-on-year, respectively [1] - The growth is attributed to a low base effect, new offshore duty-free policies, large events like concerts, and promotional activities [1] - The decline in Japanese tourism is expected to redirect some overseas shopping demand back to Hainan, alongside a wealth effect from the stock market this year, benefiting winter tourism and duty-free sales in Hainan [1]

Group 1 - China Duty Free Group (中国中免) shares rose over 3%, currently up 3.62% at HKD 74.4, with a trading volume of HKD 179 million [1] - Hainan Free Trade Port will officially start its closure operation on December 18, with overall preparations progressing smoothly [1] - The policy and institutional framework for Hainan Free Trade Port has been established, including key policies such as the import tax product catalog and tax policies for goods circulation [1] Group 2 - Hainan's offshore duty-free shopping is experiencing a recovery, with shopping amounts reaching RMB 506 million and visitor numbers at 72,900 from November 1 to 7, marking increases of 34.86% and 3.37% year-on-year respectively [1] - The growth is attributed to a low base effect, new offshore duty-free policies, large events like concerts, and promotional activities [1] - The decline in Japanese tourism is expected to drive some overseas shopping demand back to Hainan, alongside the wealth effect from the stock market this year, benefiting winter tourism and duty-free sales in Hainan [1]