Group 1: Institutional Trading Insights - A total of 30 stocks were listed on the institutional trading leaderboard, with 12 stocks seeing net purchases and 18 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Shennong Agriculture (224 million), Xue Ren Group (171 million), and Aisen Co., Ltd. (168 million) [1][2] Group 2: Hainan Free Trade Port Developments - The Hainan Free Trade Port officially commenced full island closure operations on December 18, with the first-day duty-free sales reaching 118 million [3] - The first day saw "first-line" imported goods benefiting from "zero tariffs" amounting to 360 million, primarily including crude oil and aviation equipment [3] - The proportion of "zero tariff" goods in Hainan's free trade port increased from 21% to 74%, covering approximately 6,600 items, which is expected to reduce import tax burdens for related enterprises by about 20% [3] - The policy incentives are anticipated to enhance Hainan's attractiveness in tourism and consumption, driving growth in tourism spending and retail sectors [3] - Cross-border e-commerce and processing policies are clearly directed, allowing for the exemption of import tariffs on raw materials or semi-finished products processed in Hainan, promoting cost reduction and encouraging business model upgrades [3] Group 3: Commercial Aerospace Investments - Tongyu Communication plans to invest 30 million by the end of 2024 to acquire a stake in Hongqing Technology, a core satellite component enterprise, strengthening its upstream component layout in satellite internet [4]
龙虎榜复盘丨海南本地股全线涨停,一线游资再度大买人气航天股
Xuan Gu Bao·2025-12-22 11:00