Sou Hu Cai Jing·2025-12-22 02:32Core Viewpoint - The Hainan Free Trade Zone is experiencing significant market activity due to the implementation of the zero-tariff policy and the opening of the first seventh freedom route, leading to increased consumer spending and investment opportunities in various sectors [1][3]. Group 1: Stock Performance - The Hainan Free Trade sector is active, with 17 stocks hitting the daily limit, including Kangzhi Pharmaceutical with a 20% increase and Shennong Seed Industry rising over 18% [1]. - Kangzhi Pharmaceutical's stock price reached 13.22, with a year-to-date increase of 169.80% and a trading volume of 1.262 billion [2]. - Shennong Seed Industry's stock price is 7.01, with an 18.01% increase and a trading volume of 1.610 billion [2]. Group 2: Policy Impact - The Hainan Free Trade Port officially started its full island closure operation on December 18, with the zero-tariff policy for imported vehicles leading to significant price reductions, such as the BMW X5 dropping from 600,000 to 350,000 [3]. - The first seventh freedom route from Sanya to Prague successfully launched on December 21, enhancing Hainan's status as an international aviation hub [3]. Group 3: Sector Analysis - The duty-free consumption sector is expected to expand rapidly due to the increased range of zero-tariff policies, with significant growth in sales and customer traffic observed on the first day of the closure [4]. - The aviation transportation sector will benefit from the new seventh freedom route, attracting more international airlines and increasing passenger and cargo traffic [4]. - The automotive import trade sector is poised for growth as the zero-tariff policy significantly lowers vehicle prices, stimulating consumer demand and boosting related industries [4]. Group 4: Tourism and Commercial Development - The tourism and commercial sector in Hainan is set to benefit from increased visitor traffic and spending, driven by immersive commercial spaces and cultural activities [5].