国家有关部门正研究海南自贸港免税新政，这些行业有望受益

Group 1 - The Hainan Free Trade Port is set to officially start its full island closure operation in December 2025, attracting significant commercial interest [1] - The Chinese government is researching tax policies for duty-free consumption of certain imported goods by residents, aiming to enhance the attractiveness of the duty-free shopping policy [1][2] - Analysts suggest that the introduction of more favorable duty-free policies will primarily benefit industries with high import tariffs, such as luxury goods, cosmetics, and alcoholic beverages [1][2] Group 2 - Since the implementation of the new duty-free policy in Hainan in July 2020, the shopping amount has reached 195.82 billion yuan, with a significant increase in the number of shoppers and items purchased [2] - The overall tax burden on imported goods has been reduced by approximately 38% due to the duty-free policy, which has encouraged growth in the alcoholic beverage sector [2] - The introduction of new duty-free policies is expected to further stimulate consumption in the beverage market, despite competition from cross-border e-commerce [2][3] Group 3 - Additional favorable policies are anticipated to benefit not only consumer goods industries but also companies requiring large amounts of imported ecological and technological raw materials [3] - The tourism industry, low-altitude economy, and shipping sectors are also expected to gain from the evolving duty-free policies in Hainan [3]