【财经观察】从一颗椰子、一仓大豆到一单牛肉，听商家讲述海南封关利好

Core Insights - The implementation of the Hainan Free Trade Port's policies, particularly the "processing value-added over 30% exempt from tariffs," is creating unprecedented development opportunities for various industries, including food processing and medical devices [1][4]. Group 1: Food Processing Industry - Oscar International Grain and Oil Co., Ltd. is one of the first companies to benefit from the tariff exemption policy, with an annual processing capacity of 200,000 tons of raw materials, leading to significant cost savings of several million yuan annually [3][4]. - The tariff exemption allows Oscar to save 3% on soybean imports and 9% on rapeseed, with cumulative policy benefits amounting to nearly 300 million yuan since 2021 [4][5]. - The policy has led to a reduction in customs clearance time by over 70%, enhancing operational efficiency for companies like Oscar [5]. - The processing value-added policy is expected to attract more high-end manufacturing and high-value-added processing industries to Hainan, reshaping the local food processing landscape [4][6]. Group 2: Beef Processing Sector - Companies like Zui Niu (Hainan) International Food Co., Ltd. are relocating to Hainan to take advantage of the tariff exemption, which can reduce production costs by approximately 10% [6][7]. - The policy allows for a complete exemption of the 12% import tariff on beef if the processing value exceeds 30%, encouraging companies to enhance their product offerings [6][7]. - The reduction in customs clearance time from days to hours ensures the freshness of imported beef, improving supply chain responsiveness [7][8]. - The policy is fostering a clustering effect in the beef processing industry, potentially leading to a more competitive market with stronger domestic brands [8]. Group 3: Medical Device Industry - Hainan Weili Medical Technology Development Co., Ltd. has benefited from the processing value-added policy, saving 4 million yuan in tariff costs since its inclusion in 2023 [8]. - The policy has improved cash flow by eliminating the need for upfront payment of import tariffs and VAT, thus enhancing operational efficiency [8]. Group 4: Coconut Processing Industry - The new tariff policies are significantly reducing costs for coconut processing companies, allowing for more competitive pricing in the mainland market [9][10]. - The ability to process coconuts in Hainan and achieve over 30% value-added can lead to substantial cost reductions, enhancing profit margins [9][10]. - The policy is expected to attract high-value coconut products and advanced processing techniques to Hainan, promoting industry growth [10].