海南自贸港封关满月 市场活力全面激发

Core Insights - The Hainan Free Trade Port officially commenced its full island closure operations on December 18, 2025, showing a smooth start and initial positive results within the first month, characterized by comprehensive policy implementation and effective market activation [1] Group 1: Market Activity - In the first month of closure, the "zero tariff" policy facilitated 53 transactions with a total value of 753 million yuan, marking a year-on-year increase of 38.9%, and tax reductions amounted to 109 million yuan, up 194.6% [1] - The processing value-added tax exemption policy recorded 214 transactions, a growth of 37.2%, with a total value of 85.87 million yuan and tax reductions of 3.32 million yuan [1] - The first transaction under the restricted list policy had a value of 347,000 yuan, indicating the effective implementation of closure policies [1] - The shopping expenditure of departing travelers reached 21.2 million yuan in the first month, with an average spending of 8,541 yuan per person, showcasing the release of consumer potential [1] Group 2: Business Investment - In the first month post-closure, Hainan saw the establishment of 26,800 new business entities, including 21,000 companies, reflecting a year-on-year growth of 16.42%, with the proportion of new companies rising from 42% to nearly 80% [2] - The addition of 331 foreign-funded enterprises, a 13% increase year-on-year, highlights the growing investment enthusiasm in the region [2] - The construction of a multinational company's gas turbine assembly base in the Yangpu Economic Development Zone signifies positive interactions between infrastructure development and industry establishment [2] Group 3: Strategic Recommendations - Companies planning to invest in Hainan should analyze the advantages of trade facilitation, investment convenience, financial connectivity, and talent exchange post-closure, and consider increasing resource input in the region [2] - It is advised for businesses to integrate compliance logic into daily operations and establish tax reporting and management systems that align with Hainan's free trade port policies to optimize risk assessment and internal control mechanisms [3]