A股市场今天（12月22日）上午整体走强，上证指数重返3900点整数关口以上。 A股市场热点方面，通信板块、海南自贸区概念板块均掀起涨停潮，成为上午市场两大主线亮点。 港股中原建业复牌 盘中大涨逾60% 沪指重回3900点 A股两大板块掀起涨停潮 A股市场今天（12月22日）上午整体走强，主要指数不同程度上行，其中上证指数重返3900点整数关口 以上。 行业板块和赛道方面，若按照申万一级行业划分，通信板块涨幅居前，板块盘中涨幅一度超过4%。板 块内个股掀起涨停潮，长芯博创（300548）、鼎通科技盘中涨幅超过10%，特发信息（000070）、亨通 光电（600487）、长飞光纤（601869）、楚天龙（003040）等多股盘中涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 300548 | 长芯博创 | 157.55 | 18.25 | 13.10% | | 688668 | 鼎通科技 | 109.23 | 10.13 | 10.22% | | 000070 | 特发信息 | 12.94 | 1.18 | 10.03% | | ...

海马汽车、康芝药业、海南机场、欣龙控股、海南瑞泽等十余股涨停，神农种业涨超15%，中国中免、 海南矿业、海南海药、京粮控股、罗牛山涨幅靠前。 海马汽车、康芝药业、海南机场、欣龙控股、海南瑞泽等十余股涨停，神农种业涨超15%，中国中免、 海南矿业、海南海药、京粮控股、罗牛山涨幅靠前。 ...

利好冲上热搜 海南自贸再度爆发！ | 12月22日早盘，海南自贸板块全线爆发，一度22只股票封死涨停板。神农种业、康芝药业、洲际油气、安通控股、海南瑞泽、海南机场等率先涨停。 | | --- | 与此同时，海南自贸概念的热度再度飙升。《海南封关"零关税"带来哪些红利》一文冲上百度热搜第三位。市场情绪可能由此点燃。 利好有多大？ 政策红利释放催生的消费活力，全岛封关落地后，海南自贸港"零关税"商品税目比例由21%提升至74%，增加至约6600个，基本覆盖主要生产设备与原材料，预计可 为相关企业降低约20%的进口税负成本。 12月18日，海南自贸港全岛封关运作正式启动。3万多平方公里的海南岛，8个对外开放口岸及10个"二线口岸"监管设施悉数启用。 随后，央视新闻一则《海南封关"零关税"带来哪些红利》的报道冲上热搜。报道指出，这个全球面积最大的自贸区顺利封关运作的背后，是每个细节都被"盘到包 浆"的较真。 报道指出，2020年以来，三张"零关税"清单持续扩容，到封关前，共包含了1900多个税目的货物。封关后，海南自贸港"零关税"清单一口气从1900多个税目扩至6600 多个，约占全部商品税目的74%，这比封关前提高 ...

12月22日，A股市场海南板块掀涨停潮，其中，田野股份涨超27%，康芝药业20CM涨停，神农种业触 及20CM涨停，洲际油气、安通控股、海南瑞泽、海南机场、欣龙控股、海南华铁、海南高速、海峡股 份、海汽集团、中国中免、海马汽车、海南发展、海南矿业、罗牛山等超20股涨停。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 中信建投研报称，海南封关政策是中国新一轮改革开放的重要举措，其制度设计深度和政策覆盖广度均 达到前所未有的水平。海南以"全域性制度突破"为特征，通过"零关税、低税率、简税制"构建自贸港政 策体系，显著降低企业运营成本。在金融领域，海南实施"一线放开、二线管住"的监管模式，推动跨境 资金流动自由化便利化，EF账户体系的建立更是为金融开放提供了基础设施升级。政策红利下，海南 有望成为产业迁移的热土，高端制造、航空物流、数字经济等产业或将在海南集聚，形成新的经济增长 点。同时，海南通过放宽免签政策、优化旅游环境等措施，有效拉动境外消费，提升国际旅游消费中心 地位。在人口迁移方面，海南落户政策放宽和人才引进计划显著推动人口结构优化和城镇化进程。高素 质人才的流入为海南自贸港建设提供了强劲的 ...

A股免税概念走强，中国中免、海南机场、海峡股份等多股涨停。 ...

早盘，海南自贸板块表现活跃。板块内17只个股涨停，康芝药业20CM涨停，神农种业涨超18%，海南 瑞泽、海南机场、欣龙控股、海南高速、海峡股份、海汽集团等多股涨停。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | 成交额 年初至今 | | --- | --- | --- | --- | --- | | 300086 | 康芝药业 | 13.22 | | 2.20 19.96% 12.62亿 169.80% | | 300189 | 神农种业 | 7.01 | 1.07 | 18.01% 16.10亿 78.37% | | 002596 | 炭脂菌炭 | 5.89 | | 0.54 10.09% 9.02亿 66.38% | | 600515 | 海南机场 | 5.25 | | 0.48 10.06% 15.00亿 38.89% | | 556000 | 欣龙控股 | 6.68 | 0.61 | 10.05% 2.29亿 61.35% | | 000886 | 海南高速 | 7.35 | 0.67 | 10.03% 6.31亿 -5.41% | | 002320 | 海峡股份 | 12.62 | | 1 ...

海南自贸概念持续拉升，海马汽车、康芝药业、海南机场、欣龙控股、海南瑞泽等十余股涨停，神农种 业涨超15%，中国中免、海南矿业、海南海药、京粮控股、罗牛山涨幅靠前。 ...

根据喜娜AI异动分析，海南机场涨停原因可能如下，国际航线增长+机场收购+航站楼投运： 1、公司近 期公告显示，国际航线业务高速增长，国际旅客吞吐量累计增长48 - 59%，国际货运增长超250%，显示 国际业务复苏强劲。同时美兰空港收购已完成主要审批，将形成海南三大机场协同运营格局，年吞吐量 超5000万人次；三亚T3航站楼竣工，商业面积1.5万㎡，年保障能力提升至3000万人次，免税业务潜力 大。这些因素都增强了公司的长期竞争力。 2、行业方面，近期海南旅游市场热度持续升温，带动机场 相关业务发展。同板块中，一些涉及机场运营和免税概念的股票近期也表现活跃，形成了一定的板块联 动效应。随着海南自由贸易港建设的推进，机场作为重要的交通枢纽和商业载体，将受益于政策红利和 旅游市场的发展。 3、从资金流向来看，同花顺资金监控显示，当日超大单资金呈现净流入状态，表明 有主力资金关注并介入。技术形态上，该股MACD指标近期有金叉迹象，且股价突破了短期均线的压 制，显示出一定的上涨动能。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指 ...

Group 1 - The core viewpoint of the articles emphasizes the need for Hainan to leverage its free trade port policies to enhance consumer experiences and attract more businesses, particularly in the duty-free sector [1][5][14] - Hainan's duty-free market shows potential for growth, with a focus on improving product offerings and consumer experiences to compete with other regions [12][13] - The introduction of new policies allows domestic products to enter duty-free stores, expanding the range of available goods and enhancing the shopping experience for consumers [11][12] Group 2 - The CEO of CFB Group expresses confidence in the Hainan market, anticipating significant growth opportunities for brands like Dairy Queen as the free trade port develops [1][14] - The duty-free shopping experience in Hainan is currently perceived as lacking in variety and competitive pricing compared to other markets, indicating a need for improvement [12][13] - The government is actively promoting Hainan as a global trade hub, attracting businesses by offering tax incentives and reducing operational costs for companies [6][7] Group 3 - The development of Hainan's tourism infrastructure, such as the expansion of Sanya Phoenix International Airport, aims to enhance the overall consumer experience and attract more visitors [8][9] - The integration of cultural and commercial activities is seen as a strategy to retain tourists and deepen consumer engagement in Hainan [9][10] - The focus on creating a vibrant local economy through production and consumption linkages is essential for sustaining long-term growth in Hainan's duty-free sector [13][14]

Group 1 - The core viewpoint emphasizes the need for Hainan to leverage its free trade port policies to enhance the quality of duty-free consumption and attract more businesses and tourists [2][3][4] - The duty-free shopping experience in Hainan shows significant price advantages, with discounts on products like gold and Apple phones, indicating a potential for increased consumer interest [5][7][11] - The introduction of domestic products into duty-free stores is expected to diversify offerings and attract more consumers, addressing previous limitations of primarily imported goods [23] Group 2 - The construction of commercial spaces in airports, such as the new T3 terminal at Sanya Phoenix International Airport, aims to enhance the travel experience and promote shopping as part of the travel journey [19][20] - The growth of duty-free shopping in Hainan is reflected in the statistics, with a 27.1% year-on-year increase in shopping amounts in November 2023, indicating a positive trend in consumer engagement [21] - The integration of cultural and tourism activities is seen as a strategy to deepen consumer engagement and enhance the overall experience for visitors [20][26] Group 3 - Companies like Dairy Queen are optimistic about expanding their presence in Hainan, anticipating that the influx of population and improved infrastructure will drive demand for their products [2][28] - The focus on creating a supportive environment for businesses and talent retention is crucial for Hainan's long-term economic growth, drawing parallels with successful models in places like Singapore [29][31] - The emphasis on enhancing service quality and consumer experience is vital for fostering repeat visits and building a positive reputation for Hainan's duty-free shopping [27][31]