Core Insights - The first Spring Festival transportation period after the closure of Hainan Free Trade Port has seen a significant increase in passenger and vehicle transport across the Qiongzhou Strait, particularly for new energy vehicles [1][2] Group 1: Transportation Statistics - In the first week of the Spring Festival, a total of 2,349 passenger and cargo ships operated, transporting 758,000 passengers and 192,700 vehicles, representing year-on-year increases of 4.58%, 16.65%, and 9.30% respectively [1] - The number of special trips for new energy vehicles reached 361, a year-on-year increase of 75.24%, with 33,670 new energy vehicles transported, marking a 122.49% increase [1] - During the first seven days of the Spring Festival, 1,134 flights were made in the direction of the island, averaging 162 flights per day, with a total of 354,000 passengers and 92,600 vehicles transported, which is three times the average during off-peak periods [2] Group 2: Operational Measures - Hainan Strait Shipping Co., as the operating entity, has implemented several measures, including adding two deck cargo ships and optimizing the safety spacing for transporting new energy vehicles, allowing for an additional 10 vehicles per trip [3] - A dedicated area for new energy vehicles has been established, with daily operations of approximately 50 special transport trips, ensuring around 5,600 new energy vehicles can enter and exit the island [3] - The cities of Zhanjiang and Haikou have initiated a collaborative mechanism to share core information regarding passenger flow, vehicle flow, weather, and transport capacity, enabling real-time adjustments to flight schedules [3]

Core Insights - The 2026 Spring Festival travel season has commenced, marking the first since the Hainan Free Trade Port's operational closure, leading to a significant increase in passenger and cargo transport demand across the Qiongzhou Strait due to policies like "visa-free entry" and "duty-free shopping" [1] Group 1: Transport Capacity and Infrastructure - The newly introduced "Lvyuan No. 6" and "Lvyuan No. 9" specialized transport vessels for new energy vehicles can carry 155 and 207 standard new energy vehicles per trip, respectively, enhancing the fleet's capacity [2] - During the 2026 Spring Festival, at least 50 dedicated transport trips for new energy vehicles will be executed daily, with a maximum capacity of 5,000 vehicles per day, representing a 40% increase in transport capacity compared to 2025 [2] Group 2: Demand Forecast - It is projected that the Qiongzhou Strait will transport 4.66 million passengers and 1.17 million vehicles during the 2026 Spring Festival, reflecting a year-on-year increase of 12% and 10%, respectively [1] - The demand for new energy vehicles crossing the sea is expected to exceed 200,000 units, accounting for 17% of the total small vehicle transport volume [1] Group 3: Operational Measures - To address challenges, the Zhuhai Maritime Department has implemented a "dedicated transport for new energy vehicles" and "separation of people and vehicles" policy, ensuring tailored strategies for each vessel carrying new energy vehicles [1] - The first 10,000-ton maritime patrol vessel, "Haixun 09," has begun a 40-day patrol operation, utilizing a combination of patrol ships, helicopters, and drones for enhanced monitoring of key water areas [2]

Core Points - The Haikou Maritime Bureau issued a ship ownership registration certificate for the newly purchased deck cargo ship "Luyuan No. 9" by Haixia Co., enhancing the transportation capacity for new energy vehicles in the Qiongzhou Strait [1][3] Group 1: Company Developments - "Luyuan No. 9" has a total tonnage of 7,455 tons and a net tonnage of 4,174 tons, with a length of 126.8 meters, and will join "Luyuan No. 1" and "Luyuan No. 2" to form a specialized transportation team for new energy vehicles [3] - The addition of "Luyuan No. 9" is expected to significantly improve the transportation capacity for new energy vehicles, effectively alleviating the pressure on capacity during peak periods such as holidays [3] - Haixia Co. plans to initiate adaptive modification works immediately after completing the ship ownership registration to meet the loading characteristics of new energy vehicles [3] Group 2: Industry Support and Efficiency - The Haikou Maritime Bureau provided strong support by compressing the ship ownership registration process from seven working days to one, allowing for efficient service with same-day application and certificate issuance [3] - The maritime department's professional and efficient service has saved valuable time for Haixia Co. [3] - Moving forward, Haixia Co. will continue to work under the guidance of the Haikou Maritime Bureau to complete subsequent procedures such as obtaining the ship's nationality certificate and minimum safety crew certificate, ensuring "Luyuan No. 9" can be safely and timely put into operation [3]

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has successfully completed the handover of two flat-deck cargo ships, enhancing the transportation capacity of the Haikou to Hai'an route and providing robust support for the cross-strait transport of new energy vehicles [1] Group 1: Company Developments - The newly added two flat-deck cargo ships will primarily serve the transportation of new energy vehicles, addressing the capacity assurance issues for their cross-strait transport [1] - A comprehensive modification and repair plan has been established to optimize the new ships' structural design, upgrade equipment, and enhance safety performance [1] - The modifications will include adjustments to the cargo area layout to accommodate new energy vehicles, upgrades to fire and monitoring equipment, and improvements to navigation systems to enhance sailing efficiency [1] Group 2: Industry Impact - The introduction of these new ships will strengthen the overall transportation service capability of the Qiongzhou Strait, providing solid logistical support for the construction of the Hainan Free Trade Port [1] - The establishment of a specialized transportation team with the new ships will create a "four-ship linkage" transportation pattern, further enhancing service reliability and efficiency [1]