帮主郑重核心受益赛道清单：海南封关+存款搬家，这两类机会闭眼盯

Group 1: Hainan Closure Beneficiary Sectors - Duty-free consumption sector: The logic of benefit is that after the closure, 74% of imported goods will have zero tariffs, and the duty-free shopping quota and categories will expand. Companies with mature supply chains and offline duty-free channels, especially those capable of quickly launching popular products, should be focused on [4] - Cross-border finance sector: The EF account system has matured, allowing for freer cross-border capital flow, leading to explosive growth in cross-border asset management and foreign exchange trading. Attention should be paid to banks and brokerages that have established cross-border financial businesses in Hainan, as well as fintech companies involved in cross-border payments [4] - Tourism service sector: The "domestic outside" advantage will be highlighted after the closure, increasing the number of international tourists and demand for high-end hotels, unique tourism experiences, and cruise routes. Companies with substantial quality assets in Hainan and those providing customized tourism services should be prioritized [4] - Cross-border trade sector: Zero tariffs and a low corporate income tax rate of 15% will attract foreign trade enterprises, leading to increased demand for logistics, warehousing, and customs services. Focus should be on local cross-border logistics leaders in Hainan and companies offering integrated foreign trade services [4] Group 2: Deposit Relocation Beneficiary Sectors - Broad-based ETFs and constituent stocks: Both institutions and retail investors prefer to enter the market through ETFs, with broad-based ETFs like CSI A500 and CSI 300 likely to benefit first. Attention should be on leading broad-based ETFs with a scale exceeding 30 billion and their corresponding constituent stocks, particularly high-quality small and mid-cap leaders [5] - Rights-related financial products: With over 30 trillion in wealth management products serving as a bridge for capital entering the market, rights-related financial products will increase equity asset allocation. Focus should be on banks with strong wealth management subsidiaries and public fund companies closely cooperating with banks [5] - Leading brokerage sector: The merger of China International Capital Corporation with Dongxing and Xinda has increased industry concentration, benefiting brokerage, asset management, and investment banking businesses from capital inflow. Attention should be on leading brokerages with strong capital strength and research capabilities, especially those with merger and restructuring expectations [5] - High-quality sector leader stocks: Trillions of new funds will preferentially flow into high-prospect and high-certainty sectors. Focus should be on leading enterprises in hard technology (domestic GPUs, optical modules), consumption upgrades, and green energy sectors, with stable performance and reasonable valuations [5] Summary - Both beneficiary sectors are driven by policy and capital, providing a solid foundation for medium to long-term investments [6]