Ge Long Hui A P P·2025-12-11 03:14Core Viewpoint - The Hainan sector in the A-share market showed strong performance, with several stocks experiencing significant gains following the release of the suggestions for the 15th Five-Year Plan by the Hainan Provincial Committee of the Communist Party of China, which emphasizes the enhancement of the free trade port policy system [1] Group 1: Stock Performance - Shennong Agricultural (300189) rose nearly 11% with a market capitalization of 6.492 billion and a year-to-date increase of 61.32% [2] - Luoniushan (000735) increased by 10.01%, with a total market value of 11.3 billion and a year-to-date rise of 47.31% [2] - Hainan Expressway (000886) saw a peak increase of 9.16%, with a market cap of 8.01 billion and a year-to-date growth of 4.25% [2] - Jingliang Holdings (000505) grew by 7.88%, with a market value of 5.968 billion and a year-to-date increase of 33.69% [2] - Haide Shares (000567) increased by over 5%, with a market capitalization of 13 billion [2] - Other notable stocks include Caesar Travel (4.90% increase), Kangzhi Pharmaceutical (4.63% increase), and Hainan Airport (4.18% increase) [1][2] Group 2: Policy Implications - The suggestions for the 15th Five-Year Plan include accelerating the improvement of the free trade port policy system, characterized by "zero tariffs, low tax rates, and simplified tax systems" [1] - The plan aims to significantly enhance the level of trade liberalization and facilitation, including dynamic adjustments to the list of prohibited and restricted import and export goods [1] - It emphasizes the need to deepen the reform of non-tariff measures and improve the management of cross-border service trade [1] - The plan also focuses on optimizing the negative list for foreign investment access and promoting more convenient cross-border capital flow [1]