海南封关，油气产业影响几何？

Core Viewpoint - The successful customs clearance of petrochemical raw materials at Yangpu Port marks the official launch of Hainan Free Trade Port's full island customs closure operation, injecting new momentum into the oil and gas industry under a new institutional framework [1] Group 1: Policy Impact - The "processing value-added tax exemption" policy allows enterprises registered in Hainan Free Trade Port to enjoy tax exemptions if their products exceed a 30% value-added rate, significantly reducing production costs and enhancing competitiveness [2] - The first day of customs closure saw 17.9 million tons of "zero tariff" petrochemical raw materials valued at nearly 400 million yuan, saving enterprises approximately 10 million yuan in costs [2] - The "zero tariff" list has expanded from about 1,900 to approximately 6,600 tax items, covering around 74% of the import and export goods in Hainan Free Trade Port, allowing most imported production materials and equipment to enjoy tax exemptions [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 investment 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 expensive equipment and experimental instruments necessary for technological upgrades in the oil and gas industry, particularly in deep-sea exploration and new energy materials [4][5] - The action plan aims for the petrochemical new materials industry in Hainan to exceed 160 billion yuan in output value by 2027, emphasizing a clear path for industrial transformation [6] Group 3: Future Development - The transition from fuel-type to material-type in refining is a trend in the industry, focusing on the development of high-end chemical new materials and biodegradable materials [7] - The action plan outlines strategies to expand the olefin industry chain and develop high-end chemical new materials, which are areas where the value-added processing policy can be most effective [7] - The customs closure is viewed as a new starting point for the oil and gas industry in Hainan, with policies expected to transform into technological advantages and industry competitiveness, driving significant value enhancement [7]