Core Viewpoint - Hainan Airport (600515) emphasizes its commitment to investor relations and aims to enhance shareholder returns through steady operations and performance improvement [1] Group 1: Investor Relations - The company has recorded the shareholder exclusive rights proposal raised by investors and will forward it to relevant departments for consideration [1] - Any future plans related to shareholder returns will be disclosed in accordance with legal and regulatory procedures [1]

Core Viewpoint - Hainan Airport (600515) has approximately 6 billion yuan in sellable assets, with sales recognition varying by real estate project, and future developments will depend on actual project progress [1] Group 1: Real Estate and Asset Management - The company has a sellable asset value of about 6 billion yuan, with different real estate projects having varying sales recognition timelines [1] - Future completion of sales will be based on the actual development progress of each project, with some land reserve projects subject to strategic planning [1] Group 2: Duty-Free Business - The company indirectly participates in five duty-free stores through equity investments and property leasing [1] - The duty-free stores include a 49% stake in the Haikou Meilan Airport duty-free shops, which operate two stores in T1 and T2 terminals, and a 49% stake in the Sanya Phoenix Airport duty-free store [1] - Additional involvement includes leasing space for the China Duty Free Group's Haikou Riyue Plaza duty-free store and the Haikou Global Boutique Duty-Free City [1]

Core Viewpoint - The Hainan sector in the A-share market experienced a collective decline, with several companies reporting significant drops in their stock prices, indicating a bearish trend in the region [1][2]. Company Performance Summary - **Luoniushan (罗牛山)**: Stock price decreased by 8.82%, with a total market capitalization of 10.5 billion and a year-to-date increase of 37.07% [2]. - **Haima Automobile (海马汽车)**: Stock price fell by 8.68%, total market capitalization at 13.7 billion, and a year-to-date increase of 98.80% [2]. - **Jingliang Holdings (京粮控股)**: Experienced an 8.08% drop in stock price, with a market cap of 5.212 billion and a year-to-date increase of 16.75% [2]. - **Haifengsu (海丰速)**: Stock price decreased by 7.66%, with a market cap of 5.531 billion and a year-to-date increase of 36.16% [2]. - **Hainan Airlines Group (海汽集团)**: Stock price down by 6.70%, total market capitalization of 6.867 billion, and a year-to-date increase of 19.00% [2]. - **Haixia Shares (海峡股份)**: Stock price fell by 6.41%, with a market cap of 23.8 billion and a year-to-date increase of 63.86% [2]. - **Jinpan Technology (金盘科技)**: Experienced a 5.38% decline in stock price, with a market cap of 38.6 billion and a year-to-date increase of 105.87% [2]. - **Caesar Travel (凯撒旅业)**: Stock price decreased by 4.24%, total market capitalization at 9.783 billion, and a year-to-date increase of 50.62% [2]. - **Kangzhi Pharmaceutical (康芝药业)**: Stock price fell by 4.15%, with a market cap of 4.524 billion and a year-to-date increase of 102.86% [2]. - **Hainan Mining (海南矿业)**: Stock price down by 3.88%, total market capitalization of 20.3 billion and a year-to-date increase of 45.46% [2]. - **Hainan Expressway (海南高速)**: Experienced a 3.34% decline in stock price, with a market cap of 6.289 billion and a year-to-date decrease of 18.15% [2]. - **Hainan Airport (海南机场)**: Stock price decreased by 3.20%, total market capitalization at 51.9 billion and a year-to-date increase of 20.11% [2].

Core Viewpoint - The Hainan sector in the A-share market experienced a collective decline, with several companies seeing significant drops in their stock prices, indicating a bearish trend in the region's market performance [1]. Group 1: Company Performance - Luo Niu Shan (000735) saw a decline of 8.82%, with a total market capitalization of 10.5 billion and a year-to-date increase of 37.07% [2]. - Hai Ma Automobile (000572) dropped by 8.68%, with a market cap of 13.7 billion and a year-to-date increase of 98.80% [2]. - Jing Liang Holdings (000505) fell by 8.08%, with a market cap of 5.212 billion and a year-to-date increase of 16.75% [2]. - Hainan Rui Ze (002596) decreased by 7.66%, with a market cap of 5.531 billion and a year-to-date increase of 36.16% [2]. - Hai Qi Group (603069) declined by 6.70%, with a market cap of 6.867 billion and a year-to-date increase of 19.00% [2]. - Hai Xia Shares (002320) fell by 6.41%, with a market cap of 23.8 billion and a year-to-date increase of 63.86% [2]. - Jin Pan Technology (688676) decreased by 5.38%, with a market cap of 38.6 billion and a year-to-date increase of 105.87% [2]. - Kaiser Travel Industry (000796) dropped by 4.24%, with a market cap of 9.783 billion and a year-to-date increase of 50.62% [2]. - Kang Zhi Pharmaceutical (300086) fell by 4.15%, with a market cap of 4.524 billion and a year-to-date increase of 102.86% [2]. - Hainan Mining (601969) decreased by 3.88%, with a market cap of 20.3 billion and a year-to-date increase of 45.46% [2]. - Hainan Expressway (000886) dropped by 3.34%, with a market cap of 6.289 billion and a year-to-date decrease of 18.15% [2]. - Hainan Airport (600515) fell by 3.20%, with a market cap of 51.9 billion and a year-to-date increase of 20.11% [2].

Core Viewpoint - The official launch of the Hainan Free Trade Port on December 18, along with a series of favorable policies, is expected to significantly enhance Hainan's attractiveness as an international tourism consumption center and regional aviation hub, creating favorable conditions for the company's main business growth [1] Group 1: Business Performance - Hainan Airport has seen strong passenger growth, with 86 countries now allowing visa-free entry, and record-breaking passenger throughput at Haikou Meilan Airport and Sanya Phoenix Airport [1] - For the period from January to September 2025, Hainan Airport achieved an operating income of 3.28 billion yuan and a net profit attributable to shareholders of 64 million yuan, with total assets of 52.969 billion yuan and a net asset of 23.543 billion yuan [1] Group 2: Strategic Developments - The company is pursuing the acquisition of Meilan Airport to unify operations across three major international airports in Hainan, with all prerequisites for the transaction now met [2] - The completion of the acquisition is expected to create a large airport operating group with an annual passenger throughput exceeding 50 million [2] Group 3: Policy Impact - A series of policy incentives, including the seventh freedom of the air, visa-free access for 86 countries, and enhanced duty-free shopping policies, are seen as strong drivers for Hainan Airport's development [2] - The seventh freedom of the air is expected to attract foreign airlines to expand routes and establish operational bases in Hainan, enhancing air transport capacity for both passengers and cargo [2]

Core Insights - The official launch of the Hainan Free Trade Port on December 18 is expected to significantly enhance Hainan's attractiveness as an international tourism consumption center and regional aviation hub due to a series of policy benefits [1][4] Group 1: Business Performance - Hainan Airport has seen strong growth in passenger traffic, with 86 countries now allowing visa-free entry, and record-breaking passenger throughput at Haikou Meilan Airport and Sanya Phoenix Airport [2][4] - For the period from January to September 2025, Hainan Airport reported operating revenue of 3.28 billion yuan and a net profit attributable to shareholders of 64 million yuan, with total assets of 52.969 billion yuan and a net asset of 23.543 billion yuan [2] Group 2: Strategic Developments - The company is pursuing the acquisition of Meilan Airport to unify operations across three major airports in Hainan, aiming to create a large airport operating group with an annual passenger throughput exceeding 50 million [3] - The acquisition process for Meilan Airport's controlling stake has completed necessary registration procedures, and all preconditions for the transaction have been met [3] Group 3: Policy Impact - The release of multiple policies, including the seventh freedom of the air, visa-free access for 86 countries, and enhanced duty-free shopping regulations, is expected to bolster Hainan Airport's growth [4][5] - The seventh freedom of the air will allow foreign airlines to establish operational bases in Hainan, increasing air transport capacity for both passengers and cargo [4]

Group 1 - The Hainan Free Trade Port officially launched its full island closure operation on December 18, 2025, marking a new starting point for its construction, with a customs supervision special area established and policies of "one line open, two lines controlled, and free within the island" implemented [1] - Several listed companies are expected to benefit from the policy dividends and market opportunities brought by the Hainan Free Trade Port [2] - Hainan Airport is acquiring control of Hainan Meilan International Airport, aiming to unify the operation of three major international airports in Hainan, with an annual passenger throughput exceeding 50 million [2] Group 2 - Hainan Airport will focus on serving the overall construction of the Hainan Free Trade Port and aims to become a key carrier of institutional openness, including the "seventh freedom of the air, bonded aviation materials, and visa-free policies" [2] - Hainan Expressway is focusing on the "smart transportation" sector for transformation and upgrading, leveraging technology to enhance its transportation services [3] - Caesar Tongsheng Development plans to leverage the opportunities from the closure operation across multiple sectors, including tourism, food, and marine cultural tourism, to provide comprehensive marine tourism experiences and destination services [3]

（文章来源：证券日报） 证券日报网讯 12月17日，海南机场在互动平台回答投资者提问时表示，截至2025年11月28日，公司股 东人数为151965户。 ...

Core Viewpoint - The company is actively managing its real estate business and has made significant investments in the duty-free retail sector, indicating a strategic focus on diversifying its revenue streams and adapting to market conditions [1] Real Estate Business - As of now, the company has approximately 6 billion yuan in sellable property value, with sales recognition varying by project due to different development timelines [1] - The company plans to gradually complete sales based on the actual development progress of each project, with some land reserve projects subject to future strategic planning [1] Duty-Free Business - The company has indirectly participated in five duty-free stores through equity investments and property leasing, including: - 49% stake in the duty-free stores at Haikou Meilan Airport (operating two stores in T1 and T2 terminals) - 49% stake in the duty-free store at Sanya Phoenix Airport (also providing property leasing) - Duty-free store at Haikou Riyue Plaza (property leasing) - Haikou Global Boutique Duty-Free City (property leasing) [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600515 股票简称：海南机场 公告编号：临2025-084 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、海南机场设施股份有限公司（以下简称"海南机场"或"公司"）2025年11月机场业务生产经营数据快 报如下： 特此公告。 海南机场设施股份有限公司董事会 二〇二五年十二月十六日 备注：鉴于三亚凤凰国际机场为公司重要机场子公司，故对三亚凤凰国际机场生产经营数据单独列示。 三、重要说明 1、因存在其他形式的飞行及四舍五入原因，部分项目分项数字之和与总计数存在差异。 2、上述机场业务生产经营数据统计为公司内部统计的快报数据，可能与实际数据存在差异。仅供投资 者参考。 3、公司指定信息披露媒体为《中国证券报》、《上海证券报》、《证券时报》、《证券日报》及上海 证券交易所网站（www.sse.com.cn），公司所有信息均以在上述指定媒体和网站披露的为准。任何其他 来源，包括但不限于任何形式的（自）媒体、论坛或股吧里的言论、其他非指定媒体媒介上发表、留 存、转载、链 ...