“海南自由贸易港”概念：最有望翻倍的12家公司（名单）

Core Insights - The official launch of the Hainan Free Trade Port will occur on December 18, 2025, marking a significant milestone in China's economic strategy [1][2]. Policy Benefits - Tax Policy: The number of zero-tariff items will expand from 1,900 to 6,600, increasing the proportion to 74%. Corporate income tax will be reduced to 15%, and goods with over 30% added value will be exempt from tariffs when sold to the mainland [2]. - Trade Facilitation: A regulatory model of "one line open, one line controlled" will be implemented, allowing for the free flow of goods, capital, and personnel, with customs efficiency expected to improve by over 40% [2]. - Financial Opening: The cross-border asset management pilot will expand to 10 billion yuan, with QFLP/QDLP pilots launched to attract global capital [2]. Investment Opportunities - Shennong Seed Industry: Positioned as a leader in seed technology, expected to benefit from the modern seed industry cluster in Yajiao Bay, with projected revenue exceeding 20 billion yuan by 2027 [4]. - Kangzhi Pharmaceutical: Aimed at leveraging the three-child policy and flu season, with anticipated performance exceeding expectations in Q4 2025 [5]. - Xinlong Holdings: Transitioning to cross-border business in non-woven fabrics, benefiting from Hainan's Free Trade Port policies [6]. - Luoniushan: Focused on agricultural industrialization and land value appreciation, with significant potential from the horse racing industry policy in 2025 [9]. - Hainan Development: A dual beneficiary of infrastructure and photovoltaic sectors, with a notable increase in northbound capital holdings [10]. - Haima Automobile: Leading in the hydrogen energy industry, with a new MPV model set to launch in Thailand in Q4 2025, benefiting from RCEP tariff reductions [11]. - Jingliang Holdings: A pioneer in tropical agriculture and cross-border trade, launching a series of Hainan specialty food products in Q4 2025 [12]. - Haide Co., Ltd.: The only financial stock in Hainan, with significant growth potential in cross-border asset management [13]. - Hainan Highway: Valued for its infrastructure and land reserves, with a projected increase in commercial real estate occupancy rates [14]. - Hainan Ruize: A leader in green building materials, with confirmed participation in major infrastructure projects [15]. - Haixia Co., Ltd.: Dominating logistics in the Qiongzhou Strait, with plans to enhance cross-border trade flow through a new "green channel" [17][20]. - Caesar Travel: Positioned to lead in high-end tourism and cruise economies, with expected explosive growth post-border closure [18].