据海南省旅游和文化广电体育厅统计，元旦假期，海南接待过夜游客97.61万人次，增长16.1%；一日游 游客119.55万人次，增长33.7%。A级旅游景区接待游客142.16万人次，增长35.5%，椰级乡村旅游点接 待游客36.18万人次，同比增长66.3%。 封关红利与假期效应叠加，激发全国游客赴琼热情。来自美团、飞猪、去哪儿、同程等多个平台的数据 显示，假期海南的机票、酒店、门票、租车等预订量均实现大幅增长，入境游、免税购物、主题乐园、 滨海休闲、文旅活动等多元业态供给丰富，助推旅游消费热度持续攀升。 美团数据显示，元旦假期，海口、三亚等地机票、火车票预订量同比增长49%，北京、成都、郑州、上 海、广州等地游客成为赴琼跨年主力。住宿方面，海南的酒店、民宿房间预订量大幅增长，四星级酒店 预订量增长最快，同比增幅达61%。 同程旅行报告也指出，元旦假期，海南岛内三大机场进出港机票预订热度环比上月提升76%，上海、广 州、北京稳居前三大客源地。飞猪发布的《2026元旦假期出游快报》显示，海南门票预订量同比去年增 长270%，租车预订量同比去年增长120%。海南游客的出境游预订量同比去年增长超100%。 外国游客 ...

转自：海南日报 本报海口1月3日讯(海南日报全媒体记者刘晓惠)2026年元旦假期收官，作为海南自贸港全岛封关后的首 个小长假，全省文旅市场喜迎"开门红"。来自美团、飞猪、去哪儿、同程等多个平台的数据显示，假期 期间海南的机票、酒店、门票、租车等预订量均实现大幅增长，入境游、免税购物、主题乐园、滨海休 闲、文旅活动等多元业态供给丰富，助推旅游消费热度持续攀升。 "南北互换"避寒游持续火热，同程报告显示，在冰雪游和避寒游两大经典旅游主题下，海南、东北三省 等地包揽元旦长线游热门流向。免税购物与旅游结合愈发紧密，自封关启动至元旦假期，海南的酒店预 订增速持续领跑全国，不少用户奔着免税"扫货"而来，"先购物后旅游"的用户比例提升近五成。三亚国 际免税城、三亚海旅免税城、海口日月广场免税店所在商圈酒店入住量均有大幅增长，增幅均在1倍以 上。 面对客流高峰，三亚等地着力提升服务品质，稳定市场秩序。三亚对旅游饭店标准客房价格实行政府指 导价管理，多家酒店推出特惠套餐与亲子活动。"我们正从'流量经济'转向'留量经济'，通过提升服务品 质、丰富产品供给，让游客从'来过'变为'再来'。"三亚旅游酒店行业协会会长刘凯强表示。 海南 ...

Core Insights - The article highlights the strategic positioning of two companies, Pingtan Development and Haixia Innovation, as key beneficiaries of regional opening strategies due to the dual catalysts of Pingtan's customs closure and the accelerated release of cross-strait integration policies [1] Group 1: Pingtan Development - Pingtan Development has established a green transformation path through a 533 million yuan investment in renewable energy, focusing on a dual drive of solar and wind power [2] - The company is set to benefit from tax incentives for new energy projects post-customs closure and aims to meet the green electricity trading demand from Taiwan [2] - Pingtan Development's business model includes a triad of "solar + duty-free + logistics," with a significant consumer market potential estimated at 10 billion yuan from duty-free projects [2] - The company's net profit attributable to shareholders increased by 38.39% year-on-year, and its debt-to-asset ratio improved to 41.28%, indicating a solid financial foundation for expansion [2] - Despite a net outflow of 157 million yuan in early trading, large transactions remained robust, reflecting ongoing market interest [2] Group 2: Haixia Innovation - Haixia Innovation, the only state-owned listed company in Pingtan, plays a crucial role in regional digital infrastructure and cross-strait data integration [3] - The company has developed a computing center with a capacity of 2300P, positioning itself as a key node in the provincial computing network [3] - Haixia Innovation's internet hospital initiative facilitates cross-strait medical resource sharing, enhancing its competitive edge in the healthcare sector [3] - The company's net profit attributable to shareholders surged by 66.87% year-on-year, with significant trading activity indicating strong market engagement [3] Group 3: Investment Logic - The sustained strength of both companies is attributed to the interplay of policy certainty, improving performance trends, and proactive capital pricing [4] - Pingtan Development's stock has risen by 186.76% this year, while Haixia Innovation has seen a more than 60% increase in the last five trading days, reflecting strong market expectations for policy benefits [4] - Both companies are positioned at the lower end of historical valuation ranges, suggesting potential for valuation recovery as policies are implemented [4] - The complementary nature of Pingtan Development's focus on "new energy + consumption" and Haixia Innovation's emphasis on "computing power + healthcare" creates a robust regional industrial barrier [4]