海南封关助力油气产业升级，深海开发 + 绿色化工绘新蓝图

Core Viewpoint - The successful clearance of petrochemical raw materials at Yangpu Port marks the official launch of Hainan Free Trade Port's full island closure operation, injecting new momentum into the oil and gas industry under a new institutional framework [1]. Group 1: Policy Impact - The "zero tariff" policy allows for the first batch of petrochemical raw materials to pass through customs, indicating a significant shift in customs supervision and a new development model for the oil and gas industry [1]. - The "processing value-added tax exemption" policy enables registered enterprises in Hainan Free Trade Port to enjoy tax exemptions if their products exceed a 30% value-added rate, enhancing cost competitiveness [2]. - The number of items on the "zero tariff" list has expanded from approximately 1,900 to about 6,600, covering around 74% of the import and export goods in Hainan Free Trade Port [3]. Group 2: Industry Upgrades - The "processing value-added tax exemption" policy facilitates a virtuous cycle of R&D, value addition, and revenue generation, encouraging companies to invest in new technologies that convert low-value by-products into high-value chemicals [4]. - The zero tariff policy significantly lowers the financial barriers for importing high-end equipment necessary for deep-sea exploration and development, enhancing the industry's technological capabilities [4]. - The successful launch of the Dongfang 1-1 gas field project demonstrates the potential for reduced costs in deep-sea development due to the zero tariff policy on imported drilling equipment and systems [5]. Group 3: Future Development Plans - According to the "Three-Year Action Plan for Accelerating the Construction of a Modern Industrial System with Characteristics and Advantages in Hainan Province (2025-2027)," the petrochemical new materials industry is expected to exceed 160 billion yuan in output value by 2027 [6]. - The industry is transitioning from a "fuel-type" to a "material-type" focus, emphasizing the development of high-end chemical new materials and biodegradable materials [6]. - The action plan outlines strategies for expanding the olefin industry chain and developing high-value-added sectors, which are expected to benefit significantly from the processing value-added policy [6].