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A股,沸腾了!
中国基金报·2025-07-24 05:13

Core Viewpoint - The article highlights a significant surge in the Hainan Free Trade Port concept stocks, driven by the upcoming implementation of the "closure" policy on December 18, which will enhance the zero-tariff import ratio and expand the range of goods [9][10]. Market Performance - On July 24, the A-share market saw all three major indices rise, with the Shanghai Composite Index closing at 3599.44 points, up 0.48% [1][2]. - The trading volume in the Shanghai and Shenzhen markets exceeded 1.12 trillion yuan, with 3954 stocks rising and 1286 stocks declining [2]. Sector Highlights - Hainan Free Trade Port concept stocks experienced a robust rally, with related indices rising nearly 9% [3][4]. - Rare metals, lithium mining, and other sectors such as basic finance, forestry, and tourism also showed strong performance, while the banking sector faced a decline [3][4]. Specific Stock Movements - Notable stocks in the Hainan Free Trade Port sector included: - Shennong Seed Industry, which hit a 20% limit up, and other stocks like HNA Holding and Hainan Airport also saw significant gains [7][8]. - China Duty Free Group, a leading player in the duty-free market, reached a new high of 70.84 yuan per share, reflecting strong market interest [10]. Future Outlook - The upcoming closure policy is expected to increase the zero-tariff import ratio from 21% to 74%, significantly benefiting the tourism and retail sectors in Hainan [9]. - Analysts predict that the duty-free sales in Hainan will continue to grow, supported by the increasing attractiveness of the region and the expected rise in visitor numbers [9][10].