新京报讯(记者姜慧梓)2025年12月18日，海南自由贸易港正式启动全岛封关。在1月30日财政部举行的 新闻发布会上，财政部关税司副司长吴京芳介绍，封关以来至1月27日，离岛免税销售金额62.8亿元， 购物人数98.1万人次，购物件数460万件，同比分别增长35.9%、21%、8.2%。 封关还促进了货物进口快速增长，截至1月27日，"零关税"货物进口货值8.57亿元，同比增长2.43倍，覆 盖化工、矿产品制造、医疗健康等行业。减免税款约1.29亿元，同比增长2倍。1万多家企业申请成 为"零关税"政策享惠主体，新增备案外贸企业5700余家。 "零关税"货物及其加工制成品，可以在享惠主体间免进口税收流通，再叠加加工增值免关税政策，共同 推动企业将生产制造环节留在海南。封关以来截至1月27日，岛内销往内地的加工增值免关税货物1.01 亿元，减免税款386.7万元。全省新增外资企业409户，同比增长23.56%，外商直接投资总额、增速位居 全国前列。 ...

Core Insights - The government work report addresses concerns and expectations regarding the development of Hainan Free Trade Port after its closure, emphasizing strategic, guiding, and actionable elements. Healthcare - The proposal encourages the introduction of policies to attract medical talent to grassroots levels, enhancing financial performance subsidies for local medical institutions and promoting a transparent performance distribution system [1] Energy - A focus on transforming Hainan's energy structure is suggested, with an emphasis on developing clean energy and optimizing industrial structures to meet the demands of the Free Trade Port [2] Digital Economy - The establishment of a core platform for the digital economy is recommended, aiming to enhance data flow and compliance, and support the construction of high-performance computing centers [3] Consumer Economy - The development of a "first store economy" is encouraged to enhance consumer experience and promote zero-tariff policies for daily necessities, along with the establishment of a "duty-free account" for residents [4] Electric Vehicle Management - Suggestions include the promotion of smart charging stations with integrated management platforms and regular inspections of electric vehicle sales and repair shops to combat illegal activities [5] Digital Product Passport - A unified digital product passport information platform is proposed to facilitate data sharing and support pilot projects in specific regions [6][7] Agricultural Products - The establishment of a special group for deep processing of agricultural products is recommended to support high-value product development and innovative farming models [8] Ecological Protection - Emphasis is placed on leveraging local resources to develop unique industries in central ecological areas, transforming natural resources into economic benefits [9] Farmer Income Increase - The creation of a provincial agricultural product information platform is suggested to connect farmers with enterprises, addressing sales concerns [10] Transportation - The proposal includes planning for a new high-speed train station to enhance transportation accessibility and support local economic development [11] Traditional Chinese Medicine - The integration of traditional Chinese medicine into the tourism industry is recommended to leverage local resources and promote health tourism [12] Cultural Promotion - Increased efforts to promote local cultural heritage through various platforms are suggested to attract tourists and enhance community engagement [13] Culinary Brand Development - The creation of a public brand for "Hainan Li Family Banquet" is proposed, focusing on talent cultivation and industry integration [15] Education - A proposal for a seamless talent cultivation program across different educational levels is suggested to enhance educational quality and international project implementation [16] Cross-Regional Industry Chain - The establishment of a cross-border venture capital fund is recommended to support strategic emerging industries and optimize investment ecosystems [17] Intangible Cultural Heritage - The integration of intangible cultural heritage into the education system is proposed, promoting cultural activities within school curricula [18]

海南自由贸易港封关首月，离岛免税市场也交出了一份亮眼答卷。据海口海关统计，自2025年12月18日 至2026年1月18日，海口海关共监管离岛免税购物金额50.2亿元，同比增长46.8%；购物人数77.2万人 次，同比增长29.7%；购物件数362.1万件，同比增长14.3%。（央视新闻） ...

央视网消息：2025年12月18日，海南自由贸易港正式启动全岛封关，标志着3万多平方公里的海南岛正式成为海关监管特殊区 域，"'一线'放开、'二线'管住、岛内自由"的新篇章就此开启。如今，封关运作一个月了，运行情况如何？ 加工制造业打开新的机遇之门 封关首月，海南不少加工制造业打开了新的机遇之门。在海南东方市的一个新产业园区，一家生产坚果的企业正开足马力加紧生 产。这些坚果的原料来自非洲，由于加工后增值率超过了30%，他们做好成品销往内地时可以免征关税。 这里是位于海口的新海港南港的"二线"口岸（查验场），享受"零关税"政策以及享受加工增值免关税政策一些货物，通过这里的通 道来运往内地。根据介绍，封关以来这样每天的货车的运输量大概在2500到2600辆左右。 海南某食品公司品牌营销负责人贺鹏介绍，在封关一个月之后，从业务段来说公司是逐步上升，最近的一个月业务量在5000万元左 右，对于企业而言实实在在免掉了600万元的关税。 新增经营主体超2万家 产业链更加完备 在各项优惠政策的加持下，海南岛吸引了越来越多的企业来安家落户，岛内的产业链更加完备。据统计，自封关后截至1月上旬， 海南新增备案外贸企业4709家， ...

海南自贸港封关带来的政策红利与全新业务流程，让众多经营主体的咨询需求呈现增长势头。海口海关 所属三亚海关企业管理和核查科副科长祝贺介绍："为了让自贸港红利惠及更多主体，满足更多企业进 出口备案需求，我们组织人员加紧审批，安排专人指导企业进行备案申请，将审批平均时间压缩了近六 成。" 海口海关14日发布消息称，海南自由贸易港封关以来，海关报关单位备案咨询与申请量稳步上升，外贸 经营主体规模持续扩大。据统计，2025年12月18日至2026年1月10日，海南自由贸易港外贸经营主体备 案数量增速明显，共备案4709家。目前，海南自由贸易港外贸经营主体超过10万家。 报关单位是指按规定在海关备案的进出口货物收发货人、报关企业。该备案是经营主体取得报关资格、 在中华人民共和国境内合法办理报关业务的前提条件和必要步骤。备案后的报关单位也可称之为外贸经 营主体。 下一步，海口海关将紧密围绕企业实际发展需求，持续优化监管模式、提升服务效能，全力保障跨境贸 易畅通。 （文章来源：新华网） ...

2026年元旦刚过，贵州玉梦食品（集团）有限公司位于海南省定安县定城镇的厂房正在火热建设中。2025年，玉梦食品抓住海南自由贸易港"封关"机遇， 积极开拓出海通道，在海南投资建厂，为贵州酸汤编织"出海梦"。 海南酸汤科技开发有限公司在海南省定安县注册成立。图为所生产的海南糟粕醋等产品。贵州日报天眼新闻记者 邓冰 摄 据了解，截至2025年10月，全国含"酸汤"字样的餐饮门店超8700家，约1600家酸汤餐饮店分布在全国62个城市，酸汤产业在国内市场发展红火，在国际市 场也开始受到认可。 "近两年，我们通过海外商会等渠道间接实现400多万元的外贸出口。"玉梦食品总经理杨政州透露，该公司产品已出口美国、西班牙、越南、泰国等地， 实现了出海的关键一步。 "事实上海南糟粕醋与贵州酸汤都是以'酸'为核心的产品。依托我们自有的百年老菌株，加上与海南当地糟粕醋非遗代表性传承人合作，结合海南糟粕醋 与贵州酸汤'二次发酵'的工艺共性，优化产品配方与生产技术，把'中国酸'一并带向全球。"杨政州说，借助海南自由贸易港"封关"带来的"零关税"政策， 进口优质食材减免的关税能降低原料采购成本，而"加工增值超30%内销免关税"政策更为关 ...

Core Viewpoint - The launch of the Hainan Free Trade Port's full island closure operation has made it the largest free trade port globally, but the benefits of the zero-tariff policy on imported vehicles primarily target operational enterprises rather than individual consumers [1][4]. Summary by Sections Zero-Tariff Policy Implementation - The zero-tariff policy for vehicles and yachts was established on December 25, 2020, allowing only registered transportation and tourism enterprises in Hainan to import vehicles under specific conditions [2]. - The range of zero-tariff goods has expanded significantly from approximately 1,900 to about 6,600 tax items, covering 74% of all goods [2]. Eligibility and Restrictions - Only vehicles registered for operational use by eligible enterprises can benefit from the zero-tariff policy, which includes strict conditions such as the requirement for vehicles to be used for legal operations and to have a satellite positioning system [3][4]. - Enterprises must meet specific criteria, such as owning at least 15 operational vehicles or importing a minimum of 15 vehicles at once, and the vehicles must be registered for operational purposes [3]. Market Reactions and Misconceptions - The public's excitement over the prospect of purchasing luxury cars at significantly reduced prices reflects a misunderstanding of the policy's actual beneficiaries, which are primarily businesses rather than individual consumers [5][6]. - The emergence of gray market activities, such as "zero-tariff car" purchases through unofficial channels, poses legal and financial risks for individuals [6]. Industrial Opportunities - The closure operation is expected to lead to a structural reduction in supply chain costs, benefiting automotive manufacturers by lowering import tariffs on key components, which can reduce production costs by 18%-20% [7]. - The policy aims to create a "cluster highland" for the automotive industry, with tax incentives for registered operational enterprises, offering a lower corporate tax rate of 15% compared to the mainland's 25% [7][8]. New Energy Vehicle Development - The intersection of the zero-tariff policy and Hainan's plan to ban the sale of fuel vehicles by 2030 is expected to boost the new energy vehicle sector, with significant growth in the number of electric vehicles in the province [8][9]. - Hainan is becoming a testing ground for innovative policies in the new energy vehicle sector, with various initiatives to enhance infrastructure and support for electric vehicles [9]. Strategic Corporate Moves - Companies like CATL are making significant investments in Hainan, with plans to establish numerous battery swap stations and engage in renewable energy projects [10]. - BMW is also planning to use Hainan as a testing ground for hydrogen fuel cell vehicles, indicating the region's growing importance in the automotive innovation landscape [11]. Regional Economic Role - Hainan's role is shifting from a marginal position in China's automotive industry to a dual hub connecting mainland China and Southeast Asia, facilitating lower-cost imports and efficient exports [12]. - The "export tax rebate" policy in Hainan provides a competitive advantage for domestic automotive manufacturers looking to enter international markets [12]. Policy Innovation and Future Implications - The zero-tariff environment in Hainan serves as a "policy laboratory" for exploring new regulatory frameworks and international standards in the automotive sector [12]. - The overall impact of the zero-tariff policy is expected to reshape the competitive landscape of the automotive industry in China, fostering a comprehensive ecosystem that integrates manufacturing, logistics, and innovation [12].

近日，海南炼油化工有限公司的55.25吨聚丙烯，采用"分批出岛、集中申报"模式，从洋浦港"二线口岸"顺利出岛，这是海南自由贸易港封关后第一批采 用"分出集报"模式通关的货物。 根据《海南自由贸易港"二线口岸"通关信用管理若干规定》，高级认证企业、"白名单"信用等级企业可适用"分出集报"通关模式。 该模式是指海南自贸港"零关税"货物及其加工制成品、享受加工增值免关税政策的保税货物、自境外进入海南自贸港时放宽贸易管理措施货物及其加工制成 品经"二线口岸"进入中华人民共和国关境内其他地区时，企业可先按实际业务和需求分批办理货物出岛手续，再在规定期限内向海关集中办理报关手续的通 关模式。 本文转自【央视新闻客户端】； 中国石化海南炼化公司计划经营部副经理 宋鹏俊：封关前，我们每批次货物，像聚丙烯的小批量产品，都是手续多、时间长。现在封关后，可以先分批出 岛，再集中申报，最长有56天的宽限期，通关速度更快。在物流方面，以前是口岸必须对应，现在可以从任意的"二线口岸"出岛，灵活性非常高，成本也 低。 除了通关模式的创新，在申报环节，只要符合条件的享惠主体均可便捷办理。符合条件的主体通过中国（海南）国际贸易单一窗口申报享惠 ...

Group 1 - The implementation of the Hainan Free Trade Port's full island closure marks a new phase in its development, aiming to create a significant gateway for China's new era of opening up [1][4] - The closure will not restrict access but will instead enhance openness, with policies allowing for free flow of goods and services within the island while managing cross-border trade [4][5] - The "zero tariff" policy will expand from 1,900 to approximately 6,600 items, covering about 74% of all goods, significantly increasing the scope of tax-free imports [5] Group 2 - The closure is expected to attract substantial domestic and foreign investment, enhancing the international competitiveness of enterprises and reducing operational costs [5][8] - Key sectors likely to benefit include tourism, modern services, high-tech industries, and specific areas like tropical agriculture and advanced manufacturing, driven by favorable tax policies [8][9] - Companies engaged in foreign trade, infrastructure development, and tourism are anticipated to see significant benefits from the new policies, particularly those related to tax exemptions and expanded consumer appeal [9]

Market Overview - On December 22, the A-share market saw a significant increase, with major indices rising collectively, particularly the growth style [1] - The Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and Northbound 50 Index rose by 0.69%, 1.47%, 2.23%, and 0.24% respectively [1] - The overall market was active, with 2,984 stocks rising and 105 hitting the daily limit up, while 2,265 stocks fell [1] Sector Performance - The communication equipment sector attracted significant main fund inflows, exceeding 8.6 billion yuan, while other sectors like electrical machinery and consumer electronics also saw inflows over 2.5 billion yuan [2] - The Hainan sector surged by 9.41%, with nearly 20 stocks hitting the daily limit up, driven by the anticipation of the island's full customs closure policy [3] - Precious metals stocks performed strongly, with several companies like Xiaocheng Technology and Hunan Silver rising over 7% [2] Investment Sentiment - Analysts suggest that the current market is in a narrow fluctuation pattern, with clear mid-term policy and liquidity expectations following the Federal Reserve's interest rate decisions [4] - Investor sentiment has recently dropped below 70, indicating a release of pessimism, which may lead to a slight recovery in sentiment and market volatility [4] - A classic "cross-year" and "spring" market trend is anticipated, with institutional investors increasing their holdings in broad-based ETFs [4] Strategic Recommendations - Analysts recommend focusing on defensive sectors in the short term while positioning for next year's policy benefits and industry prosperity [5] - Key areas of interest include artificial intelligence, new energy, and manufacturing sectors, which are expected to benefit from structural optimization and price recovery [5]