投顾周刊：海南自贸港全岛封关运作正式启动

Group 1 - Hainan Free Trade Port officially launched its island-wide customs closure operation on December 18, expanding the range of "zero tariff" goods to over 6,600 items, enhancing consumer experience for travel and shopping [2] - The Ministry of Industry and Information Technology is strengthening capacity regulation in the photovoltaic industry, with predictions of potential negative growth in installed capacity by 2026, indicating challenges such as overcapacity [2] - The State Council issued a document to comprehensively crack down on illegal activities related to tobacco, emphasizing stricter regulation of e-cigarettes and similar products [2] Group 2 - The extended New Year's holiday is expected to boost cultural and tourism consumption, with domestic flight ticket bookings exceeding 1.76 million, a year-on-year increase of approximately 46% [3] - Recent speculation in the market has led to significant price increases for certain funds, with the price of Guotou Ruijin Fund's secondary market exceeding its net asset value by over 40%, prompting multiple risk warnings from the fund company [3] Group 3 - Guojun Venture Capital and Zhejiang Chint New Energy have established a green private equity investment fund with a total investment of 700 million yuan, focusing on equity investment and asset management [5] - The Bank of Japan announced a 25 basis point interest rate hike to 0.75%, marking a 30-year high, in line with market expectations [6] - Global fund managers' cash holdings have reached a 26-year low, with an average cash holding rate dropping from 3.7% to 3.3%, indicating a shift towards equities and commodities [6] Group 4 - Recent trends in global stock markets show mixed performance, with the Shanghai Composite Index slightly up by 0.03% and the Hang Seng Index down by 1.1% [7] - In the bond market, yields on 1-year, 5-year, and 10-year Chinese government bonds have decreased by 4.22 basis points, 2.78 basis points, and 1.17 basis points respectively [10] Group 5 - In the commodity market, precious metals have continued to strengthen, with COMEX gold rising by 0.93% and COMEX silver by 8.69%, while international oil prices have decreased by 1.14% [13] - The recent week saw a significant dominance of fixed-income plus funds in bank financing products, with 363 such funds accounting for 53.23% of the total number of products [14][15]