对话安永李雁：“零关税”成企业降本增效的“金钥匙”

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure on December 18, 2025, demonstrates China's commitment to high-level openness and is expected to significantly impact businesses and market expansion through the implementation of a "zero tariff" policy on imports [1][4]. Group 1: Policy Implications - The "zero tariff" policy will expand from 1,900 items to 6,600 items, covering 74% of tax categories, which is a strategic move to enhance Hainan's international competitiveness and facilitate broader, deeper foreign trade [1][2]. - The transition to a negative list management system for imported taxable goods will align with other liberalization policies in Hainan, promoting a more coordinated management mechanism [2]. Group 2: Economic Benefits - The "zero tariff" policy is expected to reduce overall costs for enterprises, potentially lowering import tax costs by approximately 20%, as the current average tariff level is 7.3% and the main applicable VAT rate is 13% [3]. - The policy will enhance the synergy across the entire supply chain, benefiting upstream and downstream enterprises and promoting the extension, supplementation, and strengthening of related industries [3]. - The cumulative effect of the "zero tariff" policy with other Hainan Free Trade Port policies will create a robust policy synergy, driving high-quality development in the region [3]. Group 3: Industry Dynamics - The ability for "zero tariff" goods and their processed products to circulate freely among eligible entities will lower import costs and encourage collaboration in the supply chain, leading to higher value-added production and the formation of industrial clusters [3][4]. - Since the release of the overall plan for Hainan Free Trade Port in 2020, many companies have already established operations in Hainan, benefiting from various policy incentives, and the full closure is expected to attract more businesses to enhance their industrial competitiveness [4].