“封关”！机构紧急解读

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure operation on December 18, 2025, marks a new phase in its development, significantly reducing operational costs for businesses and promoting trade liberalization, positioning it as a key gateway for China's new era of opening up [1][3]. Economic Impact - The closure will transform Hainan into a "domestic outside" special zone, enhancing capital market dynamics through innovative policies such as "zero tariffs" and tax exemptions for processing and value-added goods, which will boost investment willingness among entrepreneurs [3][4]. - Trade facilitation will improve significantly, with "zero tariffs" optimizing goods circulation costs, leading to substantial growth in import-export and transshipment trade [4]. - The relaxation of visa policies and increased duty-free shopping limits will enhance personnel mobility and local consumption [4]. Investment Opportunities - Key sectors to watch include duty-free retail, aviation logistics, financial services, and emerging industries like technology and pharmaceuticals, which are expected to present good investment opportunities [1][5][6]. - Short-term market activity is anticipated to rise due to pre-closure policy expectations and infrastructure development, while long-term opportunities will stem from institutional innovations and industry implementation [6][8]. - Specific areas such as transportation logistics, retail, and cultural tourism are highlighted as having significant investment potential due to the benefits from the duty-free policies and the establishment of an international tourism consumption center [7][8].