封关第四天海南板块掀起涨停潮：23只个股涨停

Core Viewpoint - The official closure of Hainan Free Trade Port on December 18 marks a significant step in China's commitment to high-level openness and the construction of an open world economy, leading to a surge in market enthusiasm and stock performance in the related sector [1][2]. Group 1: Market Performance - As of December 22, the "Hainan Free Trade Port" sector saw a strong performance, with a notable increase of 9.47%, and 23 stocks within the sector hitting the daily limit [1]. - Following the closure announcement, the sector experienced a decline of 4.15% on December 18, but rebounded with a 4.44% increase on December 19 [1]. Group 2: Policy Impact - The "zero tariff" policy is a key feature of the Hainan Free Trade Port's regulatory framework, aimed at reducing import costs for businesses through phased tariff reductions [1]. - The scope of "zero tariff" goods has expanded significantly from 1,900 tax items to 6,600, increasing the proportion from 21% to 74% [1]. Group 3: Economic Benefits - Since 2020, Hainan Airlines has imported aviation materials worth approximately 350 million yuan, saving over 50 million yuan in tariffs and VAT due to the zero tariff policy [2]. - The total import value of raw materials, vehicles, and self-use production equipment under the zero tariff list reached 29.22 billion yuan, with tax reductions amounting to 5.474 billion yuan [2]. - As of November this year, the processing value exempt from tariffs in Hainan Free Trade Port has reached 11.42 billion yuan, with a total tax reduction of 878 million yuan [2]. Group 4: Strategic Positioning - Hainan Island, as China's second-largest island, is strategically positioned with abundant resources and serves as a vital gateway for trade between East Asia, Southeast Asia, and South Asia, enhancing its role in the global economic cycle [2].