Core Insights - The Hainan Free Trade Port has successfully completed its first month of operation under full closure, with Hainan Strait Shipping Co., Ltd. playing a crucial role in ensuring smooth passenger and cargo transport, as well as efficient regulatory collaboration [1] Group 1: Operational Efficiency - The smooth operation of the port is attributed to the meticulous preparation for the "second-line port" construction, which included the successful completion of inspection facilities and supporting hardware at New Port and Xiuying Port, passing national acceptance [3] - The company conducted over 100 pressure tests to optimize operational processes, resulting in the resolution of 74 issues and the establishment of three new data security transmission links and 11 sets of intelligent recognition equipment [3] - The implementation of an AI intelligent scheduling system has led to a ship punctuality rate of 99.2%, while the "intelligent appointment guidance" and "seamless customs clearance" services have improved customs efficiency by 60% [3] Group 2: Capacity and Safety Enhancements - The company has reinforced its ship safety capabilities, achieving a 100% ship availability rate by conducting a comprehensive safety inspection and rectifying 12 issues before the holiday season [5] - A strict inspection protocol for every voyage and 24-hour crew presence has ensured comprehensive safety checks for vehicles and passengers [5] Group 3: Regulatory Compliance and Service Improvement - In response to post-closure regulatory changes, the company has optimized its ship operation coordination mechanism, establishing three lines of defense to ensure efficient customs clearance and risk prevention [5] - The company has successfully completed the transportation of 37,200 vehicles and 110,800 passengers during the first holiday period after closure, setting a new record for the same period [5] - A "green channel" has been established to prioritize the transport of essential goods, while specialized transport for new energy vehicles has been implemented to meet growing demand [5] Group 4: Future Outlook - The company aims to continue enhancing its operational capabilities through facility upgrades, process reengineering, and service innovation, thereby optimizing the passenger and cargo transport system in the Qiongzhou Strait [5]

Core Viewpoint - The company, Haixia Co., Ltd. (002320), is expected to benefit from increased passenger and cargo flow due to the opening of the Qiongzhou Strait, which is crucial for transporting essential goods to Hainan [1] Group 1 - The company plays a significant role in transporting a majority of the production and living materials to Hainan [1] - The company has disclosed its business volume data in periodic reports and encourages investors to pay attention to future announcements [1] - Despite the positive business impact from the opening, the stock price is influenced by various factors including macroeconomic conditions, industry policies, and market sentiment [1] Group 2 - The company aims to focus on its core business and enhance operational efficiency and profitability to provide stable long-term returns to investors [1]

Core Viewpoint - The shipping and port sector experienced a rise of 1.07% on January 19, with Xiamen Port leading the gains, while the Shanghai Composite Index closed at 4114.0, up 0.29% [1]. Group 1: Stock Performance - Xiamen Port (000905) closed at 13.60, up 5.59% with a trading volume of 510,700 shares and a transaction value of 690 million [1]. - COSCO Shipping Energy (600026) closed at 14.57, up 3.85% with a trading volume of 506,900 shares and a transaction value of 737 million [1]. - Strait Holdings (002320) closed at 11.08, up 3.84% with a trading volume of 610,700 shares and a transaction value of 673 million [1]. - China Merchants South Oil (601975) closed at 3.33, up 2.78% with a trading volume of 1,418,400 shares and a transaction value of 469 million [1]. - Haitong Development (603162) closed at 12.60, up 2.69% with a trading volume of 139,900 shares and a transaction value of 177 million [1]. Group 2: Capital Flow - The shipping and port sector saw a net inflow of 176 million from institutional investors, while retail investors experienced a net outflow of 1.08 billion [2]. - Major stocks like COSCO Shipping Energy and Strait Holdings attracted significant net inflows of 78.63 million and 58.81 million respectively from institutional investors [3]. - Conversely, retail investors withdrew 38.70 million from COSCO Shipping Energy and 56.58 million from Strait Holdings, indicating a divergence in investor sentiment [3].

Core Viewpoint - The article discusses the ticket sales and operational changes for the Qiongzhou Strait ferry service during the upcoming Spring Festival travel period, emphasizing the need for advance reservations and the implementation of a "no-sense customs clearance" service for travelers [1] Group 1: Ticket Sales and Reservation System - Ticket sales for the Qiongzhou Strait ferry will begin on January 19, with a pre-sale period for the Haikou-Xuwen route extended to 30 days until February 12, after which it will revert to 15 days [1] - The Xuwen-Haikou route will maintain a 15-day pre-sale period throughout [1] Group 2: Spring Festival Travel Arrangements - The Spring Festival travel period is set from February 2 to March 13, during which all vehicles and freight trucks must make advance reservations to cross the strait [1] - Travelers can use the "Qiongzhou Strait Ferry Manager" app or mini-program to book tickets [1] Group 3: Arrival and Check-in Procedures - Passengers in small vehicles are advised to arrive at the port no more than 2 hours before the scheduled time as per SMS reminders [1] - Freight trucks must arrive at the secondary port inspection area according to their reservation times, and unregistered trucks must complete reservations before entering the inspection area [1] Group 4: Emergency Response and Communication - The company has established an emergency response mechanism in collaboration with local transportation departments to address potential adverse weather conditions during the Spring Festival [1] - Travelers will be promptly informed of flight information through various channels, including WeChat and SMS, in case of weather disruptions such as fog or strong winds [1] Group 5: Enhanced Passenger Services - The company is optimizing its "no-sense customs clearance" service, allowing travelers to pass through quickly using facial recognition [1] - Dedicated channels are available at all ports to provide convenience for elderly travelers, children, and those with mobility issues [1]

Core Viewpoint - The establishment of the "second-line port" at Haikou Port has significantly accelerated customs clearance processes, enhancing efficiency for cargo transport and contributing to the operational success of Hainan's free trade port [2][3][4]. Group 1: Customs Clearance Efficiency - The time taken for vehicles to complete customs checks has been reduced to approximately 10 minutes, showcasing a remarkable improvement in speed and convenience [3]. - The use of intelligent equipment and automated systems has replaced traditional manual checks, allowing for seamless data verification and cargo handling [3][4]. - The implementation of a dual-platform appointment system and smart pre-judgment has enabled low-risk cargo to achieve "immediate release upon arrival" [3]. Group 2: Operational Performance - The first month of operations at the second-line port has seen a consistent high efficiency in customs processes, with a 90% online appointment rate for vehicles [4]. - Hainan Strait Shipping Co., a key player in the transportation sector, has conducted over 100 pressure tests to optimize operational workflows and address 74 identified issues [4]. - The company has enhanced its data security measures and installed 11 new intelligent recognition devices to improve monitoring and data transmission [4]. Group 3: Passenger and Cargo Transport Statistics - From December 18, 2025, to January 17, 2026, the cumulative number of passengers and vehicles transported through Xiuying Port and Xinhai Port reached 1.059 million and 396,000 respectively, indicating a steady increase in transport volume [5]. - The introduction of AI-driven scheduling systems has resulted in a 99.2% on-time rate for vessels, while the efficiency of passenger clearance has improved by 60% due to the implementation of "smart appointment guidance" and "no-sense customs clearance" [5]. Group 4: Future Plans and Safety Measures - As the free trade port approaches its first anniversary, the company plans to conduct comprehensive safety inspections of all vessels to ensure a 100% seaworthiness rate [6]. - The company aims to optimize its vessel operation coordination mechanisms in response to changing regulatory requirements, ensuring both efficient customs clearance and risk management [6].

Core Viewpoint - The company is actively engaged in due diligence and negotiations regarding the investment in Xuwen Port, but has not yet reached consensus on key matters with counterparties [2] Group 1: Investment in Xuwen Port - The company is continuing discussions with counterparties about the investment in Xuwen Port and is conducting due diligence [2] - As of now, there is no agreement on important matters among the parties involved [2] - The company will disclose any significant developments in accordance with the regulations of the Shenzhen Stock Exchange [2] Group 2: Employee Compensation and Governance - The company has linked employee compensation to performance and established a robust corporate governance structure and internal supervision mechanisms [2] - A compensation and assessment committee under the board of directors is responsible for formulating and reviewing compensation policies and plans, as well as overseeing executive compensation [2] - Employee compensation is considered part of operating costs and is included in the annual financial budget, which requires approval from the shareholders' meeting before implementation [2] - The company aims to enhance performance to increase long-term value and shareholder returns while optimizing the compensation management system [2]

Core Viewpoint - The company is launching an early ticket purchasing service for the Spring Festival travel season through its "Ferry Manager" app and mini-program, aimed at alleviating ticket purchasing difficulties for travelers [1]. Group 1: Ticket Purchasing Service - The "Ferry Manager" app and mini-program will start selling round-trip tickets between Haikou and Xuwen on January 19, providing a 30-day advance purchase period for outbound tickets from January 19 to February 12 [1]. - The pre-sale period for inbound tickets from Xuwen to Haikou is set at 15 days, allowing purchases from January 19 for travel between January 20 and February 3 [1]. - The ticketing service covers multiple self-operated routes, enabling travelers to select suitable routes and schedules based on their travel plans [1]. Group 2: Additional Services - The "Ferry Manager" app also offers various travel services, including schedule inquiries, port information, and weather forecasts, to help travelers prepare comprehensively for their journeys [2].

Group 1 - The core viewpoint of the news is that Hainan Strait Shipping Co., Ltd. has experienced a decline in stock price and significant net outflow of funds, indicating potential challenges in its financial performance and market perception [1][2]. - As of January 15, the stock price of Hainan Strait fell by 2.03% to 10.63 CNY per share, with a total market capitalization of 23.755 billion CNY [1]. - The company has seen a year-to-date stock price decline of 12.65%, with a 5-day drop of 5.51%, a 20-day drop of 13.93%, and a 60-day drop of 27.69% [1]. Group 2 - For the period from January to September 2025, Hainan Strait reported a revenue of 3.923 billion CNY, representing a year-on-year increase of 21.84%, while the net profit attributable to shareholders decreased by 24.99% to 190 million CNY [2]. - The company has distributed a total of 1.740 billion CNY in dividends since its A-share listing, with 448 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.7003 million shares, and new shareholder 华夏中证1000ETF, holding 3.6344 million shares [3].

Core Viewpoint - Hainan Strait Shipping Co., Ltd. has launched a "Warm Winter Action" to provide free ginger tea to passengers and frontline employees on its ferry routes, enhancing travel experience during cold weather [1][2] Group 1: Service Implementation - The initiative involves the preparation of ginger tea on board, with crew members serving it to passengers and placing it in accessible areas for self-service [1] - The service is implemented across 12 ferries, aiming to improve passenger experience during adverse weather conditions [1] - Daily, the initiative serves over 3,000 passengers, receiving positive feedback from travelers [1] Group 2: Employee Support - The "Warm Winter Action" also extends support to frontline employees working in cold conditions, ensuring their well-being [2] - As passenger traffic increases with the upcoming Spring Festival, the initiative reflects the company's commitment to service quality and safety [2] - The company emphasizes a philosophy of warmth and service, aiming to continuously optimize service details for passenger comfort [2]

Group 1 - The A-share market's duty-free concept stocks have weakened significantly, with Guangbai Co., Ltd. dropping over 5% [1] - Hainan Airport has seen a decline of more than 3% [1] - Other companies such as Zhongbai Group, Hainan Highway, Southern Airlines, Bubugao, China Merchants Shekou, Hainan Development, China Duty Free Group, Wushang Group, and Haixia Co. have all experienced declines of over 2% [1]