封关后首波红利兑现！海南自贸区拉升，海南发展领涨，多产业链共振！

Core Insights - The Hainan Free Trade Zone sector in A-shares has experienced a short-term rally, characterized by a "leading stocks surge and full-chain follow-up" active pattern, with Hainan Development leading the gains and hitting the daily limit [1] - The first week of the closure policy has resulted in significant cost reductions for enterprises, with the first batch of "zero tariff" petrochemical raw materials arriving at Yangpu Port, saving approximately 10 million yuan for businesses [1] - Twelve technology innovation projects have been launched, highlighting Hainan's role as a hub for innovation, with nine of the top twenty seed companies in the country already established in the Sanya Yazhou Bay Science and Technology City [1] Industry Analysis - Tourism and Duty-Free: The "zero tariff" policy and the recovery of inbound tourism are expected to boost profitability, with procurement costs for duty-free goods decreasing by over 30% [3] - Transportation and Logistics: Demand is rising as Hainan Airport controls 90% of the island's air passenger flow, with rental income from duty-free shops expected to increase alongside passenger growth [3] - Seed Industry and Technology Innovation: The Sanya Yazhou Bay Science and Technology City is becoming a center for innovation, with cross-border seed resource importation becoming more convenient, potentially increasing breeding efficiency by over 50% [3] - Resources and Manufacturing: The "zero tariff" policy is significantly lowering import costs, enhancing competitiveness for companies like Hainan Mining, while the tax exemption policy for processed goods is expected to expand market opportunities and improve profit margins [3] Global Investment Trends - Following the launch of the closure operation, global investors are increasingly interested in Hainan, with several key projects being signed, including Siemens Energy establishing a local subsidiary and a rehabilitation hospital approved by a Singaporean group [2]