Core Viewpoint - Hainan Free Trade Port will officially start full island closure on December 18, enhancing convenience for personnel movement and expanding duty-free product categories, which may directly benefit the duty-free, hotel, and aviation sectors in the tourism industry [1] Group 1: Policy and Market Impact - The tourism industry is entering a dual benefit cycle of "policy dividends + demand release" with the upcoming New Year and the longest Spring Festival [1] - The new duty-free shopping policy in Hainan, effective from November 1, 2025, has shown significant results in Sanya, with duty-free sales reaching 1.63 billion yuan in the first month, a year-on-year increase of 24.3%, marking the highest monthly growth rate since 2025 [1] Group 2: Investment Opportunities - The tourism ETF (562510) tracks the CSI Tourism Theme Index, holding stocks like China Duty Free Group and Hainan Airport (600515), covering various sectors including scenic spots, airports, duty-free, and hotel catering [1] - The combination of Hainan's closure, the ice and snow economy, and the Spring Festival holiday is expected to create multiple catalysts for growth in the tourism sector [1]
海南封关倒计时1天！哪些板块将直接受益？
Mei Ri Jing Ji Xin Wen·2025-12-17 01:37