| 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 ☐ | | | 参与单位名称及人 | 建设银行海南分行组织的中小投资者 | | | 员姓名 | | | | 时间 | 2025年11月5日 9:30-11:30 | | | 地点 | 海口新海港客运枢纽 | | | 上市公司接待人员姓 名 | 梁婕、刘哲 公司介绍：公司2002年由海南港航控股有限公司、深圳市盐田港股份 | | | | 有限公司等5位股东发起设立，2009年公司在深圳证券交易所挂牌上市，为 | | | 投资者关系活动主 | 公司快速发展奠定基础。2017年公司增发股份收购海南港航的轮渡码头资 | | | 要内容介绍 | 产，业务扩展至港口服务，迈出港航一体化的第一步。2019年公司的间接 | | | | 控股股东变更为中国远洋海运集团，公司进入快速发展期。2021年海峡股 | | | | 份完成琼州海峡航运资源整合，提升琼州海峡"黄金水道"运输服务能力。 ...

Core Viewpoint - The stock market has seen significant activity with several companies experiencing notable increases in stock prices, particularly in the agricultural, pharmaceutical, and shipping sectors, with New Agricultural Co. leading in terms of trading volume and stock price performance [1][2]. Group 1: Stock Performance - New Agricultural Co. has achieved three consecutive daily price increases, with a closing price of 26.46 yuan and a trading volume of 19.63 million shares, resulting in a total trading amount of 5.19 billion yuan [2][3]. - Other companies with significant trading volumes include Chengfei Integration (7.94 million shares, 3.74 billion yuan), Changshan Beiming (12.79 million shares, 3.14 billion yuan), and Asia-Pacific Pharmaceutical (37.34 million shares, 2.82 billion yuan) [2][3]. - A total of 16 stocks had trading amounts exceeding 1 billion yuan, indicating strong investor interest [2]. Group 2: Company Specifics - New Agricultural Co. attributes its stock price increase to factors such as phosphor chemical growth, positive semi-annual report results, rural revitalization initiatives, and overseas formulations [3]. - Asia-Pacific Pharmaceutical is focusing on new drug research and development, with plans to use funds from a recent capital increase for this purpose [7]. - Chengfei Integration is involved in the aerospace and automotive parts sectors, benefiting from state-owned enterprise reforms [3]. Group 3: Industry Trends - The shipping and logistics sector is also witnessing growth, with companies like Haixia Co., Haitong Development, and Antong Holdings seeing stock price increases due to their strategic initiatives in marine tourism and logistics services [4]. - In the coal mining sector, companies such as Antai Group and Dayou Energy are experiencing positive performance, with Dayou Energy projecting a coal production of 9.68 million tons for 2024 [5][6].

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：20250916 | | --- | | 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（请文字说明其他活动内容） | | | 参与单位名称及人员姓名 | 线上参与公司2025年半年度业绩网上说明会的投资者 | | | 时间 | 2025年09月16日 15:00-17:00 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | 董事长 王然 | | | 上市公司接待人员姓名 | 总经理兼董事会秘书 蔡泞检 | | | | 独立董事 王宏斌 | | | | 1.尊敬的董事长您好，我想问的问题是您预计到今年年底公司 净利润大概是多少？另外东南亚航线明年会推出吗？ | | | 投资者关系活动主要内容 | 答:2025年下半年，公司将趁着市场回暖的契机，围绕"增收、 ...

答：公司经营三亚至西沙旅游航线，为期四天三晚，登陆 银屿岛、全富岛、鸭公岛三个岛屿进行观光。"祥龙岛"轮的 投入提高了西沙旅游航线载客人数以及客单价。 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：20250509 | 投资者关系活动 | 特定对象调研 分析师会议  | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中粮资本 赵若冰 张高峰 | | 人员姓名 | | | 时间 | 2025 年 5 月 9 日 15:00–16:00 | | 地点 | 海南省海口市滨海大道 157 号港航大厦 14 层会议室 | | 上市公司接待人 | 李召辉 梁婕 陈栋 刘哲 | | 员姓名 | | | | 问：请介绍公司的基本情况？ | | | 答：2002 年，海南海峡航运股份有限公司（以下简称 "公 | | | 司 "）成立，由海南港航控股有限公司、深圳市盐田港股份 | | | 有限公司、中国海口外轮代理有限 ...

Core Viewpoint - The article discusses the increasing diversity of shareholder return strategies among listed companies, highlighting the trend of physical rewards alongside traditional cash dividends and share buybacks [1][2]. Group 1: Shareholder Return Activities - Shede Liquor announced a "2025 Shareholder Return" event, allowing registered shareholders to purchase commemorative liquor at a lower price [1][2]. - The event will run from April 23 to May 15, featuring key products like the 2024 Shareholder Meeting Commemorative Liquor priced at 598 yuan per bottle, with a "buy one get one free" offer for shareholders [2]. - Other companies, such as Delisi, BGI, and Caesar Tourism, have also initiated similar shareholder return activities, showcasing a trend in the industry [1][4]. Group 2: Financial Performance - Shede Liquor reported a revenue of 5.357 billion yuan in 2024, a year-on-year decline of 24.41%, and a net profit of 346 million yuan, down 80.46% from the previous year [3]. - The company attributes the decline to intensified competition in the liquor industry and a need for consumer confidence recovery, particularly in the mid-to-high-end product segment [3]. Group 3: Industry Trends - The trend of physical rewards for shareholders is gaining traction, with companies aiming to enhance shareholder loyalty and product recognition [4][5]. - Despite the appeal of physical rewards, analysts suggest that investors prioritize companies' sustainable operational capabilities and performance metrics over such incentives [8].

Core Viewpoint - The article discusses the increasing diversity of shareholder return strategies among listed companies, moving from cash dividends and share buybacks to physical benefits for shareholders [1][2]. Group 1: Shareholder Return Activities - Shede Liquor announced a "2025 Shareholder Return" event, allowing registered shareholders to purchase commemorative liquor at a lower price [2][4]. - Other companies like Delisi, BGI, Caesar Tourism, Hengdian Film, and Haixia Co. have also launched shareholder return activities since 2025 [2]. - The purpose of these activities is to enhance investor understanding of the company's products and business, strengthen shareholder confidence, and cultivate consumers [2][4]. Group 2: Specific Shareholder Benefits - Shede Liquor's event runs from April 23 to May 15, featuring products like the 2024 Shareholder Meeting Commemorative Liquor priced at 598 yuan per bottle, with a "buy one get two" offer for shareholders [4]. - Delisi provided shareholders with free Prague ham valued at approximately 208 yuan per portion [7]. - BGI offered a gut health testing gift box and exclusive discount coupons to shareholders [8]. - Caesar Tourism distributed coupons for a cruise experience [9]. - Hengdian Film provided movie and travel packages, along with discounted membership cards [10]. - Haixia Co. announced discounted cruise tickets for shareholders [11]. Group 3: Objectives of Physical Benefits - The main objectives of physical benefits for shareholders include enhancing shareholder confidence and loyalty, showcasing product quality, increasing brand exposure, and gathering feedback for product improvement [11].

海峡股份（002320）公告，公司将开展"西沙旅游航线股东专属权益"回馈活动。符合条件的股东可以以 优惠价格乘坐公司"祥龙岛"轮游览三亚至西沙旅游航线，为期四天三晚。活动时间为即日起至2025年12 月31日，股东需在所选航班开航前30日报名购票，先报先得，船票售罄为止。 ...