二、进展情况 1 股票代码：600515 股票简称：海南机场 公告编号：临 2025-086 海南机场设施股份有限公司 关于收购海南美兰国际空港股份有限公司控股权完成股份过户 暨关联交易进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、交易概述 海南机场设施股份有限公司（简称"海南机场"或"公司"）于 2025 年 4 月 30 日召开第十届董事会第二十六次会议和第十届监事会第二十次会议，2025 年 6 月 27 日召开 2025 年第一次临时股东会，审议通过了《关于收购海南美兰国际空港股 份有限公司控股权暨关联交易的议案》，同意公司以自有及/或自筹资金，收购关联 方海口美兰国际机场有限责任公司（以下简称"美兰有限"）持有的海南美兰国际 空港股份有限公司（以下简称"美兰空港"或"标的公司"）237,500,000 股内资股 （以下简称"股份转让"），交易价款为人民币 2,339,375,000.00 元，折合每股 9.85 元人民币。 根据香港证券及期货事务监察委员会（以下简称"香港证监会"）颁布的《公 司收购及 ...

格隆汇12月24日丨海南机场(600515.SH)公布，截至目前，公司收购美兰有限持有美兰空港 237,500,000 股内资股已完成过户，公司持有美兰空港 50.19%股份，已取得其控制权，本次交易股份转让环节已完 成。公司将按计划推进本次交易全面要约环节相关事项。 ...

海南机场公告称，公司此前审议通过收购关联方美兰有限持有的美兰空港237,500,000股内资股，交易价 款23.39亿元，折合每股9.85元。待股份转让完成后，将进行全面要约。截至目前，237,500,000股内资股 已完成过户，公司持有美兰空港50.19%股份，取得其控制权，股份转让环节完成，后续将推进全面要 约环节相关事项。 ...

鹏华中证800地产指数(LOF)A（160628）成立日期2021年1月1日，最新规模1.62亿。今年以来亏损 2.03%，同类排名4118/4197；近一年亏损4%，同类排名4102/4157；成立以来亏损1.58%。 鹏华中证800地产指数(LOF)A（160628）基金经理为闫冬。 12月24日，海南机场涨0.74%，截至发稿，报5.43元/股，成交25.36亿元，换手率5.20%，总市值620.39 亿元。海南机场股价已经连续4天上涨，区间累计涨幅22.02%。 资料显示，海南机场设施股份有限公司位于海南省海口市美兰区国兴大道3号互联网金融大厦C座，成 立日期1993年5月12日，上市日期2002年8月6日，公司主营业务涉及机场投资经营管理、房地产开发等 业务。主营业务收入构成为：机场管理业务42.31%，房地产业务23.41%，物业管理业务15.57%，其他 (补充)14.08%，免税与商业业务4.63%。 从基金十大重仓股角度 数据显示，鹏华基金旗下1只基金重仓海南机场。鹏华中证800地产指数(LOF)A（160628）三季度减持 120.09万股，持有股数466.05万股，占基金净值比例为8.5 ...

Core Viewpoint - The Hainan Free Trade Zone concept is experiencing a rebound, with several companies in the sector seeing significant stock price increases, indicating renewed investor interest in this market [1] Company Performance - Caesar Travel (000796) reached its daily limit increase in stock price [1] - Antong Holdings (600179) and Hainan Development (002163) also hit their daily limit increases previously [1] - Other companies such as Haima Automobile (000572), Xinlong Holdings (000955), Hainan Airport (600515), and Hainan Haiyao (000566) showed upward movement in their stock prices [1]

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island customs operation on December 18, 2025, marks a significant milestone in China's reform and opening-up, aiming to create a highly convenient business environment with policies characterized by "one line open, one line controlled, and free movement within the island" [2][5]. Group 1: Strategic Significance - Hainan Free Trade Port construction provides a Chinese solution for global economic cooperation amidst globalization challenges, exploring a system that aligns with international high-standard economic and trade rules [6]. - The design of "one line open, one line controlled" positions Hainan as a "converter" between domestic and international markets, facilitating the introduction of advanced international production factors to support domestic industrial upgrades [7]. - Hainan's development is expected to strengthen regional cooperation with areas like the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing collaboration with inland provinces and creating a new pattern of coordinated development [8]. - Hainan aims to become a source of national innovation by focusing on future industries such as seed industry, deep sea, aerospace, green, and digital economy [9]. Group 2: Policy Benefits - The scope of "zero tariff" has significantly expanded, with the proportion of zero-tariff items increasing from 21% to 74%, covering approximately 6,600 tariff items, which lowers import and operational costs for enterprises [10]. - A "double 15%" tax incentive is available for eligible enterprises and core talents, offering a competitive income tax rate of 15%, alongside visa-free entry for 86 countries [11]. - The increase in duty-free shopping limits and the expansion of duty-free categories enhance consumer access to quality imported goods [12]. - Trade facilitation policies will benefit sectors such as tourism, aviation, logistics, and duty-free industries, marking a shift towards a system-oriented openness in China's economic model [13]. Group 3: Beneficiary Companies - **Duty-Free Consumption**: China Duty Free Group (601888) is expected to benefit directly from the expansion of duty-free policies, with significant revenue contributions from Sanya International Duty-Free City [14]. - **Transportation and Logistics**: Hainan Airport (600515) operates two major international airports, with a high international route coverage, while Hainan Highway (600238) is involved in key infrastructure projects [17][18]. - **Infrastructure and Manufacturing**: Hainan Ruize (002596) anticipates a 25% increase in construction orders due to the customs operation, while Jinpan Technology (688676) benefits from tax incentives and infrastructure projects [19]. - **Healthcare**: Kangzhi Pharmaceutical (300086) is positioned to accelerate the approval of innovative medical products, while Hainan Haiyao (000566) benefits from reduced R&D costs due to zero tariffs [21][22]. - **New Energy and Advanced Manufacturing**: Haima Automobile (000572) is transitioning to new energy vehicles, benefiting from reduced equipment costs and tax incentives [23]. - **Other Specialty Enterprises**: Hainan Rubber (601118) and Hainan Mining (601969) are expected to see growth in exports and resource development opportunities due to the Free Trade Port's establishment [24][25].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 海南机场设施股份有限公司（以下简称"公司"）股票交易连续 3 个交易日内 （2025 年 12 月 19 日、12 月 22 日、12 月 23 日）日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波动情 形。 经公司自查并向控股股东及间接控股股东书面询证，不存在关于本公司的应 披露而未披露的重大事项。 股票代码：600515 股票简称：海南机场 公告编号：临 2025-085 海南机场设施股份有限公司 股票交易异常波动公告 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易连续 3 个交易日内（2025 年 12 月 19 日、12 月 22 日、12 月 23 日）日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的相 关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对股票交易异常波动，公司董事会对有关事项进行了核查并向 ...

特此函复。 (本页以下无正文) (本页无正文,为海南省发展控股有限公司《关于海南机场 设施股份有限公司股票交易异常波动的询证函>的回函》之签署 页） 间接控股股东:海南省发展控股有限公司 2025年12月23日 《关于海南机场设施股份有限公司股票交易异 常波动的询证函》的回函 致:海南机场设施股份有限公司 贵公司《关于海南机场设施股份有限公司股票交易异常波 动的询证函》已收悉,现就贵公司询证事项回复如下: 一、截至目前,本公司不存在涉及贵公司的应披露而未披 露的重大信息，包括但不限于重大资产重组、发行股份、重大 交易类事项、业务重组、股份回购、股权激励、破产重整、重 大业务合作、引进战略投资者等重大事项。 二、在本次股票交易异常波动期间,本公司不存在买卖贵 公司股票的情形。 ...

《关于海南机场设施股份有限公司股票交易异 常波动的询证函》的回函 (本页无正文,为海南机场集团有限公司《关于海南机场设 施股份有限公司股票交易异常波动的询证函>的回函》之签署 页） 致:海南机场设施股份有限公司 贵公司《关于海南机场设施股份有限公司股票交易异常波 动的询证函》已收悉,现就贵公司询证事项回复如下: 二、在本次股票交易异常波动期间,本公司不存在买卖贵 公司股票的情形。 特此函复。 (本页以下无正文) 一、截至目前,本公司不存在涉及贵公司的应披露而未披 露 的 重 大 信息， 包括 但 不 限 于 重 大 资 产 重 组 、 发 行 股 份 、 重 大 交易类事项、业务重组、股份回购、股权激励、破产重整、重 大业务合作、引进战略投资者等重大事项。 控股东:海南机场集团 育限公司 2025年12月23年 ...

Core Viewpoint - The recent implementation of the Hainan Free Trade Port's closure policy has significantly boosted local tourism and consumption, particularly in the duty-free shopping sector, leading to a surge in related stock prices and sales figures [1][20]. Group 1: Market Performance - The Hainan Free Trade Port Index rose by 9.28% as of December 22, following a previous increase of 6.53% [2]. - A total of 15 constituent stocks, including companies like China Duty Free Group and Hainan Airport, reached their daily limit up [2]. - Sanya's duty-free sales exceeded 1 billion yuan for four consecutive days, with a notable 37.3% year-on-year increase on December 21 [2]. Group 2: Duty-Free Shopping Policy Changes - The number of duty-free product categories increased from 45 to 47, adding pet supplies and portable musical instruments [3][6]. - Local residents can now purchase duty-free items without limit within a year, provided they have a record of leaving the island [6][7]. Group 3: Consumer Behavior and Trends - The introduction of consumption vouchers has led to increased foot traffic in duty-free stores, with significant discounts on popular products like iPhones and gold jewelry [8][10]. - There has been a notable increase in flight bookings to Hainan, with a 75% rise in ticket reservations for the upcoming New Year holiday [21]. Group 4: Long-Term Outlook - Analysts predict that the closure policy will create sustainable growth opportunities for the tourism and duty-free sectors, positioning Hainan as a key international leisure destination [26][27]. - The synergy between tourism and duty-free shopping is expected to enhance local economic development and attract a broader range of visitors, including those from lower-tier cities [27].