专访海航董事长丁拥政：封关启新程，新海航锚定“超级承运人”

Core Viewpoint - The establishment of the Hainan Free Trade Port (FTP) marks a significant opportunity for Hainan Airlines Group to transform from a traditional airline into a "super carrier" and "industry ecosystem builder" through strategic restructuring and leveraging policy benefits [1][5]. Group 1: Policy Benefits and Cost Optimization - The full closure of the FTP signifies a stable phase for policy implementation, leading to predictable long-term benefits for companies, particularly in cost reduction and efficiency enhancement [2]. - Tax incentives, such as a 15% corporate income tax rate, alleviate financial burdens and attract global talent to Hainan [2]. - The "zero tariff" policy has allowed Hainan Airlines to save over 50 million yuan in taxes on imported aviation materials, with expectations of saving an additional 16 million yuan on new aircraft during the lease period [2]. Group 2: Strategic Reinvestment and Innovation - The company aims to optimize and restructure its supply chain by expanding the "zero tariff" product list to approximately 6,600 items, enhancing logistics and service capabilities for both itself and other airlines [3]. - Hainan Airlines has achieved significant efficiency improvements in its core maintenance business, becoming a key player in the global high-end maintenance market [3]. Group 3: Business Model Innovation - The cargo division is transitioning from traditional transportation to a comprehensive logistics service provider, enhancing capabilities to support local industries such as cross-border e-commerce and cold chain logistics [4]. - The company has reported a 17% year-on-year increase in cargo throughput in Hainan, demonstrating the effectiveness of policy benefits in driving service innovation [4]. Group 4: Market Expansion and Future Goals - The FTP is expected to significantly enhance Hainan's international appeal and economic activity, with a projected explosive growth in business, tourism, and trade flows [5]. - Hainan Airlines holds over 40% of the passenger market share in Hainan and has developed a network of 240 domestic routes and 27 international routes, with a 60% year-on-year increase in international passenger transport [5]. Group 5: Ecosystem Development - The company aims to create a globally attractive aviation maintenance industry cluster, enhancing its service capabilities and attracting global aviation resources [6]. - Hainan Airlines is committed to deepening industry-education integration to ensure a steady supply of skilled talent for the aviation sector [6]. Group 6: Digital and Green Transformation - The company is focusing on digital transformation and green low-carbon initiatives, including the establishment of an AI innovation lab and the introduction of sustainable aviation fuel (SAF) [8]. - Hainan Airlines has implemented measures to reduce carbon emissions, such as a dynamic weight management system that saves over 300 tons of fuel annually [8]. Group 7: Long-term Vision - The ultimate goal for Hainan Airlines is to not only strengthen its role as a "super carrier" but also to become a key integrator and value creator within the global aviation industry chain embedded in the Hainan FTP [9].