涨疯了！20余股涨停“炸场”，海南板块要当跨年主线？

Core Viewpoint - The Hainan Free Trade Port is experiencing a resurgence, with significant stock market activity and policy changes expected to drive economic growth and attract investment opportunities in the region [1][12][13]. Group 1: Market Activity - The Hainan Free Trade concept has led to a strong rally in A-shares, with over 20 stocks hitting the daily limit up, including notable companies like Shennong Agricultural and Kangzhi Pharmaceutical [1]. - Following a period of low performance, the Hainan sector began to rebound, particularly after the announcement of the full island closure operation [2]. Group 2: Policy Changes - The official launch of the Hainan Free Trade Port on December 18 includes a shift to a "one line open, two lines controlled, and free within the island" policy, with the number of zero-tariff goods increasing from 21% to 74% [4]. - Corporate and personal income tax rates have been reduced to 15%, and the number of duty-free goods has expanded from 1,900 to 6,600 items [5]. Group 3: Sales Performance - On the first day of the closure, Sanya's duty-free sales reached 118 million yuan, with a significant increase in customer traffic and sales compared to the previous year [6][7]. - Sanya's duty-free sales have exceeded 20 billion yuan cumulatively this year, indicating strong consumer demand [9]. Group 4: Future Outlook - The "14th Five-Year Plan" for Hainan emphasizes high-standard construction of the Free Trade Port, with a strategic framework aimed at becoming a key gateway for China's new era of opening up [10][11]. - Market expectations suggest that the Hainan sector could be one of the strongest themes for the A-share market as the year ends, driven by policy benefits and potential industrial migration [12][13]. - The relaxation of visa policies and improvements in the tourism environment are expected to enhance Hainan's attractiveness for international tourism and consumption [13].