侨见海南自贸港："看好封关机遇，持续加大投资" 中新网海南洋浦11月10日电 题：侨见海南自贸港："看好封关机遇，持续加大投资" 中新网记者 尹海明 王子谦 "海南自贸港封关运作在即，其不断释放的政策红利与日益优化的营商环境，为侨资企业提供了深耕发 展的沃土。"海南金海浆纸业有限公司(简称"金海浆纸")总经理孟祥岩近日接受中新网记者采访时说，企 业对封关后的海南自贸港充满信心，将持续加大投资。 2024年5月，金海浆纸现代化的工业厂房。海南金海浆纸业有限公司 供图 内造纸行业竞争加剧的挑战，金海浆纸将利用海南的优势地位，一方面加快进行技术变革和延长产业 链，向更多高附加值终端产品转型进军；另一方面，积极走出去拓展国际市场。 记者在金海浆纸看到，一个规划年生产16万吨特种纸的厂房正在加快建设，这是企业持续加码投资海南 和不断延长产业链的生动写照。据了解，该项目计划总投资额达10.19亿元，将新建2条先进的特种纸生 产线，产品定位为干果包装纸、单光白牛卡纸、烘焙(硅油)原纸等高附加值品类，以满足不同工业及消 费领域的市场需求。 2025年5月，金海浆纸年产16万吨特种纸项目开工。海南金海浆纸业有限公司 供图 20 ...

Core Viewpoint - Yantian Port (000088.SZ) clarifies that its main business does not involve the operation of passenger and roll-on/roll-off ships, while it remains attentive to the policy developments related to Hainan Free Trade Port and actively seeks potential cooperation opportunities with Haixia Co., Ltd [1] Group 1 - The company emphasizes that its primary operations do not include passenger and roll-on/roll-off shipping services [1] - The company is closely monitoring the policy trends related to Hainan Free Trade Port [1] - The company is actively looking for potential collaboration opportunities with Haixia Co., Ltd [1]

Core Viewpoint - Yantian Port (000088.SZ) clarifies that its main business does not involve the operation of roll-on/roll-off (RoRo) vessels, while it remains attentive to the policy developments related to Hainan Free Trade Port and actively seeks potential cooperation opportunities with Haixia Co., Ltd [1] Business Operations - The company emphasizes that its primary operations do not include RoRo vessel services [1] - Continuous monitoring of Hainan Free Trade Port policies is a priority for the company [1] Strategic Partnerships - The company is actively looking for potential collaboration opportunities with Haixia Co., Ltd [1]

Group 1 - The company has a base located in Hainan Old Town Science and Technology New City, primarily used for the research, production, storage of non-woven materials, and customization of non-woven products [2] - The company emphasizes the optimization of land resources while focusing on its main business development, planning to utilize existing land resources in accordance with the self-trade port policy and overall planning of the jurisdiction [2]

Core Insights - Hainan Airport reported a total revenue of 3.28 billion RMB for the first three quarters of 2025, reflecting a year-on-year increase of 6.1%, while net profit attributable to shareholders was 64 million RMB, down 69.8% year-on-year [1] - The company has a weighted ROE of 0.27% and basic earnings per share of 0.0056 RMB, with a net cash flow from operating activities of -240 million RMB [1] - The company plans to distribute cash dividends of approximately 57 million RMB in 2024, equating to about 0.005 RMB per share, which represents 12.5% of the annual net profit [1] Business Overview - Hainan Airport Facilities Co., Ltd. primarily focuses on airport management while also engaging in duty-free and commercial operations, real estate, property management, and hotel businesses [2] - The company manages and operates 11 airports, with Sanya Phoenix International Airport being the core airport [2] - In the duty-free and commercial sector, the company participates in five duty-free shops in Hainan and manages six real estate commercial projects, including Haikou Sun Moon Plaza [2] - The real estate segment includes 25 ongoing and land reserve projects covering over 3,650 acres [2] - The property management division oversees 165 projects with a managed area exceeding 18 million square meters [2] - The hotel business includes five hotels that are either self-managed or managed under commission [2] Revenue Structure - As of the first half of 2025, the revenue structure is as follows: airport business 42%, real estate 23%, property management 15.6%, duty-free 4.6%, and other approximately 14% [3] - Key operational metrics for the airport business in the first three quarters of 2025 include 123,000 aircraft movements (up 3.74% year-on-year), 19.26 million passenger throughput (up 4.0% year-on-year), and 104,000 tons of cargo and mail throughput (up 10.8% year-on-year) [3] Acquisition Plans - In May 2025, the company announced plans to acquire a controlling stake in Meilan Airport, which would result in the company and its wholly-owned subsidiary holding a combined 50.19% stake [4] - If the acquisition is completed, the company will consolidate the performance of Hainan's major airports, enhancing its position as a key airport hub in Hainan Free Trade Port [4]

Core Viewpoint - The company is focusing on its core business strategy by selling its property management segment while engaging a related party for property services, emphasizing independent decision-making and governance structures [2]. Group 1: Company Strategy - The company has approximately 11,000 to 12,000 acres of land in Hainan and is actively exploring strategic opportunities presented by the Hainan Free Trade Port [2]. - The management is committed to sustainable development and is evaluating the potential benefits of the Free Trade Port policies on its existing business [4]. - The company aims to enhance transparency in its strategic management and regularly disclose progress on land development and integration of industries [2]. Group 2: Financial Performance - As of November 7, 2025, the company's stock price was 8.12 yuan, reflecting a 2.4% increase with a turnover rate of 9.46% and a trading volume of 1.0889 million shares, amounting to a transaction value of 889 million yuan [1]. - The company reported a net outflow of 9.3747 million yuan from institutional investors and a net inflow of 47.7161 million yuan from retail investors on November 7 [6]. Group 3: Governance and Management - The company maintains independent governance structures and management teams, with decisions made in accordance with relevant corporate governance procedures [2]. - The management is focused on clarifying strategic directions and optimizing operations to enhance core profitability and intrinsic value [4].

Group 1: Zero Tariff Policy and Economic Impact - Hainan Free Trade Port welcomed a significant "zero tariff" deal with an Airbus A330-941 aircraft, valued at approximately 807 million yuan, resulting in a tax exemption of about 114 million yuan, marking the highest single exemption under the policy for transportation and yachts [5] - The implementation of the zero tariff policy has led to a notable increase in high-value imports, showcasing the effectiveness of Hainan's trade policies [5] Group 2: Investment and Economic Development - The China Overseas Chinese Business Investment Conference in Hainan signed 38 projects with a total investment exceeding 36.2 billion yuan, highlighting the growing interest and investment opportunities in the region [6] - The conference attracted over 800 overseas Chinese business representatives from 104 countries and regions, emphasizing Hainan's strategic position as a hub for international investment [6] Group 3: Duty-Free Shopping Performance - On the first day of the new duty-free shopping policy, Hainan recorded sales of 78.54 million yuan, with 54,800 items sold to 12,700 shoppers, reflecting a 6.1% increase compared to the previous day [7] - The new policy also introduced additional product categories, including pet supplies and portable musical instruments, contributing to the overall sales figures [7] Group 4: Sports Achievements - Hainan's first gold medal at the 15th National Games was won by cyclist Zhang Hao, marking a significant achievement for the province in competitive sports [8] Group 5: International Events and Participation - The 2025 China (Hainan) International Tropical Agricultural Winter Trade Fair will feature Thailand and Pakistan as the main guest countries, with participation from 16 countries, indicating Hainan's growing international engagement [11]

Core Viewpoint - The strategic cooperation agreement signed between Qiongshan District and Thailand's Charoen Pokphand Group aims to promote the development of the local tropical characteristic high-efficiency agriculture industry chain [1] Group 1: Cultural and Developmental Attributes - Qiongshan is characterized by "three atmospheres": the historical "cultural atmosphere," the vibrant "entrepreneurial atmosphere," and the warm "human atmosphere" [2][3] - These attributes are seen as the city's essence and developmental foundation [3] Group 2: Investment Advantages - Qiongshan's investment appeal is highlighted by its "three land" advantages, including being a significant agricultural production area with modern agricultural industrial parks and notable production bases for pepper and early-ripening lychee [4] - The district has a strong historical connection with overseas Chinese, fostering a welcoming environment for investment [4] - Qiongshan ranks first in Haikou's administrative districts for business environment evaluation in 2024, indicating a supportive atmosphere for enterprises [4] Group 3: Strategic Initiatives - Qiongshan plans to leverage its "three cards" strategy to attract high-quality projects: - The "Precision Card" focuses on promoting Qiongshan to economically developed regions and inviting businesses in specific sectors like tropical agriculture and semiconductor industries [5] - The "Chain Card" aims to create an industrial chain centered around local products and integrate historical and modern commercial areas [5] - The "Service Card" emphasizes proactive service to businesses, enhancing collaboration with surrounding areas to attract more partners [5] Group 4: Future Outlook - Qiongshan is positioned as a promising land for investment and entrepreneurship, inviting global overseas Chinese to explore opportunities and collaborate for mutual benefits [6]

Core Viewpoint - The second Jiangdong Financial Bay Summit emphasized the importance of establishing a modern industrial system with Hainan Free Trade Port characteristics, driven by institutional openness and service trade, to enhance competitiveness and become a key gateway for China's new era of opening up [1] Group 1: Policy and Economic Development - Hainan will launch full island customs closure operations on December 18, marking a significant step in expanding China's openness [1] - The province has established a customs supervision innovation framework characterized by "one line open, two lines controlled" and introduced the country's first negative list for cross-border service trade [2] - Hainan's foreign trade import and export value is projected to reach 277.65 billion yuan in 2024, with a year-on-year growth of 20% [2] Group 2: Industry Focus and Growth - The modern service industry is expected to grow by 7%, becoming the core engine of Hainan's economy [2] - Hainan is transitioning from "policy layout 1.0" to "full island customs closure 2.0," with a clear path for industrial upgrading [2] - New emerging industries such as modern logistics, finance, seed industry, deep sea, and aerospace are accelerating their development in Hainan [2] Group 3: Investment and Foreign Capital - Since the implementation of the free trade port policy, Hainan has seen an average annual growth of 14.6% in actual foreign investment and 43.7% in newly established foreign enterprises [2] - The province aims to leverage its "dual market" advantages to elevate its industrial participation from local involvement to high-end value chain contributions [2]

Core Insights - Hainan Free Trade Port will commence full island closure operations on December 18, 2023, aiming to provide open opportunities and quality services to overseas Chinese merchants [1] - The recent Chinese Overseas Chinese Merchants Investment (Hainan) Conference attracted over 800 overseas Chinese merchants from more than 100 countries and regions, exploring investment opportunities in Hainan [1] Investment Projects - A total of 107 investment projects have been successfully promoted, with a total investment amount exceeding 115 billion yuan, reflecting the confidence of overseas Chinese merchants in Hainan's development [2] - The project structure has been optimized, focusing on tourism, modern services, high-tech industries, and tropical agriculture, with significant investments from leading enterprises [2] - The conference released a list of 417 quality projects with a total investment scale exceeding 400 billion yuan, providing more investment options for overseas Chinese merchants [2] Policy Support - A core policy manual was published, integrating 29 key policies such as zero tariffs and low tax rates, aimed at helping overseas Chinese merchants seize institutional benefits [2] - The Hainan Provincial Department of Commerce will shift its focus from "investment attraction" to "full lifecycle service," addressing challenges related to land, energy, and approvals [3] - The department will enhance cross-departmental coordination to ensure projects commence early, produce results quickly, and receive precise support in policies and funding [3]