封关第四天海南板块掀起涨停潮:23只个股涨停
第一财经·2025-12-22 05:47

Core Viewpoint - The establishment of the Hainan Free Trade Port marks a significant step in China's commitment to high-level openness and the construction of an open world economy, with the "zero tariff" policy being a key feature of this initiative [3][5]. Group 1: Market Performance - As of December 22, four days after the official closure of the Hainan Free Trade Port, the "Hainan Free Trade Port" sector saw a strong performance, rising by 9.47%, with 23 stocks hitting the daily limit [3]. - On December 18, the day the closure operation officially started, the sector initially dropped by 4.15% but rebounded with a 4.44% increase the following day [3]. Group 2: Policy Impact - The "zero tariff" policy aims to reduce import costs for enterprises by gradually implementing tariff exemptions, significantly expanding the range of zero-tariff goods from 1,900 to 6,600 items, increasing the proportion from 21% to 74% [3][4]. - Since 2020, Hainan Airlines has imported aviation materials worth approximately 350 million yuan, saving over 50 million yuan in tariffs and VAT due to these policies [4]. - The total value of imported goods under the zero-tariff lists, including raw materials and production equipment, reached 29.22 billion yuan, with tax reductions amounting to 5.474 billion yuan [5]. Group 3: Economic Integration - The closure of the Hainan Free Trade Port is intended to better integrate with the global economic cycle, showcasing China's determination to share development opportunities with the world [5]. - Hainan Island, as China's second-largest island, is strategically positioned to connect the vast Chinese market with the dynamic ASEAN economic circle, serving as a crucial gateway for opening up to the Pacific and Indian Oceans [5].