作为海南连接内地的唯一海上通道，琼州海峡的航运资源整合曾面临诸多挑战。49艘客滚船分属不同主体，导致"过海难、过海慢"成为区域发展短板之一。 在中国远洋海运集团的统筹指引下，海峡股份以市场化手段开启跨省域资源整合新路径，通过"资产入股+委托管理"的创新模式，成功实现了琼粤两岸49艘 转自：新华财经 在近期由中国企业改革与发展研究会主办的2025（第三届）企地合作论坛上，海南海峡航运股份有限公司报送的"黄金水道上的改革突围：中国远洋海运港 航一体化运营战略实践——琼州海峡航运资源整合与产业链协同创新案例"成功入选优秀案例，彰显了海峡股份在跨区域港航协同领域的标杆价值与创新实 力，为全国跨区域交通基础设施一体化发展提供了可借鉴的范例。 船舶的一体化运营，并构建了统一的现代化港航产业体系，从根本上破解了跨区域运营治理的难题。 改革实践结出丰硕成果。海峡股份打造了全国最大的客滚运输枢纽——新海港客运综合枢纽，年设计通过能力达旅客3500万人次、车辆560万辆次。通过基 础设施升级、运力结构优化、数字化赋能等一系列举措，过海时长被压缩至3.5小时以内，车辆待渡时间减半，船舶准点率提升至99%以上。在2025年春运 期间 ...

Company Overview - Established in 2002 by five shareholders, listed on Shenzhen Stock Exchange in 2009 [2] - Acquired ferry terminal assets in 2017, marking the first step towards port and shipping integration [2] - Became a subsidiary of China COSCO Shipping Group in 2019, entering a rapid development phase [2] - Completed resource integration in Qiongzhou Strait in 2021, enhancing transportation service capacity [2] - Plans to acquire 100% equity of COSCO Shipping Passenger by 2025, increasing fleet size to 64 vessels, ranking first globally [2] Business Model - Revenue primarily generated from passenger and cargo transportation fees, alongside port operation income [3] - Development of unique products through tourism routes to enhance overall revenue [3] Market Opportunities - Anticipated increase in passenger and vehicle flow due to Hainan Free Trade Port's operational closure in 2025 [4] - Plans to invest in new flat barges and passenger ferries to meet market demand [4] - New routes to alleviate pressure on existing services [4] Dividend Policy - Committed to providing stable dividends while ensuring sustainable company growth [5] - Dividend policy considers profitability, cash flow, future investment plans, and shareholder expectations [5] Impact of Hainan Free Trade Port - Tax incentives will lower operational costs, creating a favorable environment for growth [6] - Policy changes will facilitate easier movement of goods, attracting more investors [6] - Improved infrastructure, such as the completion of the island tourism highway, will boost business [6] Future Capital Expenditure - Plans to invest in two new passenger ferries to replace aging vessels [7] Competitive Landscape - COSCO Shipping Passenger operates 12 vessels, while Bohai Ferry has 14, indicating a slight edge for the latter [8] - Focus on improving operational efficiency and management to enhance profitability [8] - Strategy includes capacity upgrades, joint marketing, and cost control measures [8] Disclosure - The activity does not involve any undisclosed significant information [9]

Company Overview - Established in 2002, Hainan Strait Shipping Co., Ltd. was initiated by five shareholders including Hainan Port and Shipping Holdings Co., Ltd. and Shenzhen Yantian Port Co., Ltd. [2] - Listed on the Shenzhen Stock Exchange in 2009, the company has expanded its operations significantly since then [2]. - In 2017, the company acquired ferry terminal assets from Hainan Port and Shipping, marking its first step towards port service integration [2]. - The company became a subsidiary of China COSCO Shipping Group in 2019, entering a rapid development phase [2]. Business Expansion - In 2021, the company completed the integration of shipping resources in the Qiongzhou Strait, enhancing its transportation service capabilities [2]. - By 2025, the company plans to acquire 100% of COSCO Shipping Passenger Transport, increasing its roll-on/roll-off (RoRo) vessel fleet to 64, ranking first globally [2]. - The company operates nine routes, including Haikou to Hai'an, Yantai to Dalian, and Sanya to Xisha, focusing on passenger and cargo transportation [2]. Strategic Goals - The acquisition of COSCO Shipping Passenger Transport aims to leverage the company's extensive experience in the RoRo transport sector and enhance profitability through resource integration [4]. - The company plans to become the first domestic leader in cross-regional RoRo operations, promoting synergy between southern and northern markets [5]. Market Opportunities - The implementation of the Hainan Free Trade Port policy by the end of 2025 is expected to lower operational costs and attract more investors, enhancing passenger flow [7][8]. - Infrastructure improvements, such as the completion of the circular island tourism road, are anticipated to boost the company's core business [8]. Financial Policies - The company maintains a commitment to providing stable dividend returns to shareholders while ensuring sustainable development [10]. - Future capital expenditures include plans to invest in two new RoRo vessels to replace aging ships [12]. New Routes and Services - The newly launched Haikou to Fangchenggang route covers 157 nautical miles with a travel time of approximately 12 hours, enhancing logistics connectivity between Hainan and the western region [12][13]. - The "Qiziwan" vessel on this route can accommodate 844 passengers and 69 freight vehicles, offering diverse travel options [12].

Core Viewpoint - The successful docking of the "JOY" vessel carrying 36,000 tons of Australian iron ore at Weifang Port marks the launch of a new direct shipping route from Australia to Weifang, enhancing the logistics efficiency and cost-effectiveness of the supply chain in the Bohai Bay region [1][5]. Group 1: Logistics and Operations - The Weifang Maritime Bureau implemented a tailored safety assurance plan for the vessel's maiden voyage, ensuring a "zero barrier" docking experience [3]. - A comprehensive risk control strategy was employed, including optimizing shipping schedules and enhancing communication with shipping agents to ensure "zero risk" during port entry and exit [3]. - Advanced monitoring techniques, such as drone inspections and VTS systems, were utilized to maintain a safe navigation environment and achieve "zero waiting" for vessel docking [3]. Group 2: Economic Impact - The new shipping route is expected to bring over 400,000 tons of Australian iron ore annually to the Bohai Bay Port, increasing the import value by over 300 million yuan [5]. - Logistics cost savings for inland enterprises are projected to exceed 4 million yuan, while direct port revenue is anticipated to increase by over 1.2 million yuan, demonstrating significant cost reduction and efficiency gains [5]. - The successful first voyage exemplifies the Weifang Maritime Bureau's commitment to high-quality integration of port and shipping operations, enhancing overall port efficiency and resource utilization [5].