【核心摘要】2026年3月30日，中共中央台湾工作办公室主任宋涛宣布，中共中央和习近平总书记欢迎并邀请国民党主席郑丽文率访问团于4月7日至12日到江苏、上海、北京参观访问。消息落地，当日A股海峡两岸板块即刻启动，平潭发展（000592）涨停，海峡创新（300300）涨超10%，厦门港务（000905）、漳州发展（000753）、福建水泥（600802）同步跟涨。本文梳理三条有业务实质支撑的主线标的，供读者参考。
一、事件核实：官方正式宣布，多源交叉确认
2026年3月30日上午，新h社发布电稿：中共中央台湾工作办公室主任宋涛宣布，为推动国共两党关系和两岸关系和平发展，中共中央和习近平总书记欢迎并邀请郑丽文主席率中国国民党访问团于4月7日至12日到江苏、上海、北京参观访问。宋涛同时表示，将与国民党方面就来访事宜进行沟通，作出妥善安排。
上述内容已经新h社（2026-03-30 10:07）、中国共产党新闻网（人m日报主办，2026-03-30）、中央人m广播电台（CNR，2026-03-30）、财新网（2026-03-30）、网易新闻163.com（2026-03-30）等五家独立来源交叉确认，核心事实一致：
·访问主体：国民党主席郑丽文率访问团
·访问时间：4月7日至12日（共6天）
·访问地点：江苏、上海、北京
·邀请方：中共中央和习近平总书记
·宣布人：中共中央台湾工作办公室主任宋涛
郑丽文于2025年10月当选国民党主席后，曾多次公开表达访陆意愿，此次系中共中央正式受权宣布邀请，是国民党现任党主席级别的首次访陆，政治信号级别高于马英九等前任领导人的历次访问。
二、今日盘面反应：消息出炉，两岸板块即刻启动
格隆汇2026年3月30日11:05分报道：消息公布后，A股海峡两岸板块即刻活跃，截至报道时：
·平潭发展（000592）：直线拉升，封涨停板
·海峡创新（300300）：涨幅超10%
·漳州发展（000753）：跟涨
·福建水泥（600802）：跟涨
·厦门港务（000905）：跟涨
【历史参照】根据金融界2025年10月28日报道，上一次两岸融合预期升温时（官媒"钟台文"系列文章），海峡两岸概念板块单日涨幅达4.29%，平潭发展录得4连板，福建水泥、海峡创新、厦门港务、厦门空港同日涨停。历史已经验证市场对这类政治事件的敏感度和炒作路径。
三、三条有业务实质支撑的A股主线
以下三条主线，均有公开报道、公告或官方数据支撑业务关联，符合本号交叉验证标准。纯粹靠名字炒作的标的不在本文收录范围。
主线一：平潭综合实验区（最正宗、最直接的政策受益口）
平潭综合实验区是国家唯一对台综合实验区，是大陆距台湾本岛最近的地区。两岸关系改善，平潭的免税政策、跨境电商和贸易特区价值将直接升级。商务部官网数据显示，"十四五"期间平潭对台贸易额从91亿元增长至200亿元，年均增幅21.6%（来源：腾讯新闻/平潭综合实验区官方2025-12-14）。
·[平潭发展 SZ000592]平潭综合实验区唯一A股上市平台，主营园区开发、林产品、贸易及平潭开放开发相关业务。两岸关系改善直接激活其政策估值溢价。（注：主营业务利润率偏低，盈利主要来自政策性土地开发，情绪弹性大于基本面弹性）
·[海峡创新 SZ300300]平潭国资委控股，参与平潭数字经济和智算中心建设，聚焦台资科技企业落地。两岸数字经济合作预期直接受益。（注：营收规模较小，主题情绪驱动为主）
主线二：厦门港口与航运（两岸贸易的物流主通道）
厦门是两岸直航主要口岸。根据东方财富财富号2025年11月19日引用数据，厦门港务2025年一季度对台跨境电商出口运载量为8466标箱，同比增长71%，创开年新高。厦门港务（000905）已在互动平台公开回应：公司积极开拓涉台业务，参与两岸融合发展规划（网易财经2025-11-12）。
·[厦门港务 SZ000905]厦门港核心运营主体，福建省属国资唯一上市港口平台。对台跨境电商通道是其核心增量业务，两岸经贸升温直接带来吞吐量增量。2025年公司正在推进收购厦门集装箱码头集团70%股权，资产整合完成后将进一步强化对台业务壁垒。（注：收购完成时间存在不确定性；两岸航运政策变化对其影响较大）
主线三：福建区域经济（本地化受益，有业务实质支撑）
两岸经贸改善带来的增量需求，将直接传导至福建省内各行业。以下标的均有实质业务和公开报道支撑：
·[兴业证券 SH601377]福建省第一大券商，持股海峡股权交易中心24%，参与"台资板"建设，直接服务台资企业在大陆的融资需求（来源：新浪财经2025-11-15）。（注：证券行业整体受市场行情影响大）
·[漳州发展 SZ000753]漳州台商投资区是全国最重要的台资集聚地之一，公司深耕漳州本地基建和产业园开发，是区域经济改善的直接受益标的。（注：业绩与漳台经贸景气高度相关，波动较大）
·[华映科技 SZ000536]LCD显示面板企业，营收超14亿元，与台湾面板产业链（友达光电）长期合作，两岸产业合作改善将降低其供应链风险（来源：新浪财经2025-11-15）。（注：面板行业景气周期影响大于两岸关系因素）
四、投资风险提示（必读）
1. 政治事件具有高度不确定性：访问成果落地节奏、是否有实质经贸协议签署，均存在不确定性，市场情绪可能在访问结束后快速退潮。
2. 两岸关系主题是"情绪驱动"而非"业绩驱动"：上述标的的短期涨跌主要受政治预期推动，建议严格控制仓位、设置止盈止损。
3. 警惕"名字概念股"陷阱：市场上存在大量以"统""华统""国统"为名参与炒作的标的，与两岸业务无实质关联，本文未予收录，请读者高度警惕。
4. 本文所有内容仅供参考，不构成任何投资建议。股市有风险，入市需谨慎。
数据来源（交叉验证清单）
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mso-border-bottom-alt:0.5000pt solid windowtext;">新h社
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mso-border-bottom-alt:0.5000pt solid windowtext;">台办主任宋涛受权宣布全文
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mso-border-bottom-alt:0.5000pt solid windowtext;">https://cpc.people.com.cn/n1/2026/0330/c64094-40691538.html
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mso-border-bottom-alt:0.5000pt solid windowtext;">核心新闻验证1
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mso-border-bottom-alt:0.5000pt solid windowtext;">中央人m广播电台(CNR)
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mso-border-bottom-alt:0.5000pt solid windowtext;">郑丽文将应邀率团访问大陆
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mso-border-bottom-alt:0.5000pt solid windowtext;">https://news.cnr.cn/native/gd/sz/20260330/t20260330_527567273.shtml
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mso-border-bottom-alt:0.5000pt solid windowtext;">习近平欢迎并邀请郑丽文来访
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mso-border-bottom-alt:0.5000pt solid windowtext;">https://china.caixin.com/2026-03-30/102428832.html
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mso-border-bottom-alt:0.5000pt solid windowtext;">今日盘面
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mso-border-bottom-alt:0.5000pt solid windowtext;">A股两岸板块活跃，平潭封涨停
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mso-border-bottom-alt:0.5000pt solid windowtext;">https://www.itbear.com.cn/html/2026-03/1243214.html
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mso-border-bottom-alt:0.5000pt solid windowtext;">历史行情参照
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mso-border-bottom-alt:0.5000pt solid windowtext;">2025-10-28两岸概念板块涨幅4.29%
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border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">2025-10-28
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">https://stock.jrj.com.cn/2025/10/28095953860922.shtml
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">平潭对台贸易额
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">腾讯新闻/商务部
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">平潭十四五对台贸易额91亿元增至200亿元
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">2025-12-14
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">https://news.qq.com/rain/a/20251214A0369Y00
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">厦门港务对台数据
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">东方财富财富号
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">2025Q1对台跨境电商8466标箱同比+71%
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">2025-11-19
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">https://caifuhao.eastmoney.com/news/20251119190047987430300
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">厦门港务涉台业务
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">网易财经
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">厦门港务互动平台回应两岸融合业务计划
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">2025-11-12
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">https://www.163.com/dy/article/JGPS8NRO0519QIKK.html
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">兴业证券海峡股权交易中心
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">新浪财经
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">海峡两岸核心概念股梳理（持股比例数据）
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">2025-11-15
<td width="147" valign="top" style="width:88.4000pt;padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt ;border-left:1.0000pt solid windowtext;
mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;
border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;
mso-border-bottom-alt:0.5000pt solid windowtext;">https://finance.sina.com.cn/roll/2025-11-15/doc-infxnmty1987472.shtml
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