血汗钱受威胁？海南封关首日，3万亿美金资金紧急寻找出路

Core Insights - The transformation in Hainan is not just about luxury shopping but represents a significant change in the wealth management strategy for billions of people, driven by China's vast foreign exchange reserves and the risks associated with holding US Treasury bonds [1][3] Group 1: Economic Strategy - The upcoming full closure operation in Hainan on December 18, 2025, is a strategic move aimed at creating a secure channel for national wealth, likened to a "Noah's Ark" to withstand financial storms [3] - Hainan's policy of "one line open, two lines controlled" allows for a low-tax environment to attract foreign investment while maintaining a firewall against potential financial risks from the mainland [5] Group 2: Investment and Business Environment - The low-tax environment in Hainan is a key factor attracting global companies, with notable firms like Siemens Energy and Longi Green Energy establishing operations there, indicating the strategic potential of the region [5] - The establishment of the EF account system in Hainan has facilitated over 295 billion yuan in transactions since its launch in May 2024, indicating a shift in the use of the renminbi from a transaction currency to an asset currency [6] Group 3: Financial Network and Collaboration - Hainan's initiatives are part of a broader strategy involving discussions with oil-rich nations like Saudi Arabia to use the renminbi for oil settlements, reflecting a move towards a more diversified global financial network [6] - The collaboration between Shanghai, Hong Kong, and Hainan represents a coordinated effort to enhance China's financial resilience, with each city playing a distinct role in this strategy [7]