HAINAN RUBBER GROUP(SH:601118) Sou Hu Cai Jing·2025-07-27 06:22Core Insights - The Hainan Free Trade Port will officially start its full island closure operation on December 18, 2025, marking a new phase of openness and presenting significant development opportunities for local companies while raising the bar for brand value construction [1][3] Brand Value Status - Hainan has 9 listed companies in the national brand value TOP 3000 list, indicating a substantial room for improvement in brand building among local firms [1] - Hainan Rubber leads with a brand value of 9.56 billion, significantly surpassing the combined brand values of the second to fourth ranked companies, highlighting the need for more leading brand enterprises in the region [2] - The agricultural sector has the highest combined brand value exceeding 14 billion, while most other sectors have not surpassed 1 billion, indicating an imbalance in brand value distribution [2] Opportunities from Closure Policy - The total brand value of Hainan's listed companies is approximately 25.5 billion, ranking 30th among provincial administrative regions, which correlates closely with the region's GDP ranking [3] - The closure policy will implement a unique system of liberalization, expanding the range of zero-tariff goods from 1,900 to about 6,600, covering 74% of all goods [3] - Local companies are positioned to leverage policy advantages, but their success will depend on their ability to enhance competitiveness, address talent shortages, and innovate while facing increased competition [3]