海口市委常委会（扩大）会议传达学习习近平总书记在听取海南自由贸易港建设工作汇报时的重要讲话 精神 为高标准建设海南自由贸易港作出省会贡献 海南日报海口11月8日讯（海南日报全媒体记者 党朝峰）11月8日，海口市委常委会（扩大）会议 召开，传达学习习近平总书记在听取海南自由贸易港建设工作汇报时的重要讲话精神及省委常委会（扩 大）会议精神，研究部署贯彻落实工作。 省委常委、海口市委书记范少军主持会议并讲话。会议强调，要把学习宣传贯彻习近平总书记重要 讲话精神作为当前和今后一个时期的头等大事和首要政治任务，坚决落实党中央决策部署和省委工作要 求，为把海南自由贸易港打造成为引领我国新时代对外开放的重要门户作出海口更大贡献。 会议要求，要深入贯彻落实"锚定战略目标不动摇"的重要要求，确保封关运作平稳有序，稳步扩大 制度型开放，深入推进商品和要素流动型开放，构建更加开放的人才机制，深化行政体制改革，打造一 流营商环境；深入贯彻落实"促进海南高质量发展"的重要要求，科学编制"十五五"规划，加快建设具有 海口特色和优势的现代化产业体系，加强区域协调联动发展，加强生态环境保护，加强普惠性、基础 性、兜底性民生建设，推动自贸港核 ...

Core Viewpoint - The second Jiangdong Financial Bay Summit emphasized the importance of establishing a modern industrial system with Hainan Free Trade Port characteristics, driven by institutional openness and service trade, to enhance competitiveness and become a key gateway for China's new era of opening up [1] Group 1: Policy and Economic Development - Hainan will launch full island customs closure operations on December 18, marking a significant step in expanding China's openness [1] - The province has established a customs supervision innovation framework characterized by "one line open, two lines controlled" and introduced the country's first negative list for cross-border service trade [2] - Hainan's foreign trade import and export value is projected to reach 277.65 billion yuan in 2024, with a year-on-year growth of 20% [2] Group 2: Industry Focus and Growth - The modern service industry is expected to grow by 7%, becoming the core engine of Hainan's economy [2] - Hainan is transitioning from "policy layout 1.0" to "full island customs closure 2.0," with a clear path for industrial upgrading [2] - New emerging industries such as modern logistics, finance, seed industry, deep sea, and aerospace are accelerating their development in Hainan [2] Group 3: Investment and Foreign Capital - Since the implementation of the free trade port policy, Hainan has seen an average annual growth of 14.6% in actual foreign investment and 43.7% in newly established foreign enterprises [2] - The province aims to leverage its "dual market" advantages to elevate its industrial participation from local involvement to high-end value chain contributions [2]

Core Points - The construction of Hainan Free Trade Port is a strategic goal aimed at making it a significant gateway for China's new era of opening up [6][10] - The full island customs closure is a milestone event, marking the start of a new phase in Hainan's development as a free trade port [8][13] - The focus is on high-quality development and contributing to the national new development pattern, with specific emphasis on creating a modern industrial system unique to Hainan [10][11] Group 1: Strategic Importance - Hainan is positioned as a unique economic zone with advantages in geography and ecology, making it a testing ground for reform and opening up [3][4] - The strategic goal is to establish Hainan as a leading model for China's opening up, reflecting the highest level of openness in the world [6][10] - The policies for Hainan Free Trade Port have been continuously implemented under the direct guidance of the central government [6][8] Group 2: Development Goals - The primary objectives of high-standard construction of Hainan Free Trade Port are to promote high-quality development and support the national new development framework [10] - The "three zones and one center" strategy has been assigned to Hainan, focusing on comprehensive reform, ecological civilization, international tourism, and major strategic service support [10][11] - Hainan's four leading industries—tourism, modern services, high-tech industries, and tropical agriculture—account for nearly 70% of the province's GDP [11] Group 3: Regional Cooperation - Hainan is encouraged to strengthen its development linkages with the Guangdong-Hong Kong-Macao Greater Bay Area and other key regions [11] - The integration into the Belt and Road Initiative is emphasized to enhance international trade and shipping capabilities [11]

当全球经贸格局深度重构，当中国开放大门越开越大，海南自贸港的使命非比寻常。 11月6日，习近平总书记在海南省三亚市听取海南自由贸易港建设工作汇报时强调，建设海南自由贸易港 的战略目标，就是要把海南自由贸易港打造成为引领我国新时代对外开放的重要门户。 这一定位，蕴含着深远的战略考量。 资料图：海口新海港。 在贸易保护主义抬头的当下，中国正加快建设更高水平开放型经济新体制。高标准建设海南自贸港，是中 国以实际行动"推动建设开放型世界经济"的宣誓，为全球发展注入更多动力和确定性。 海南自贸港将于2025年12月18日正式启动全岛封关运作，将实施以"'一线'放开、'二线'管住、岛内自由"为 基本特征的自由化便利化政策制度。 中国新闻网消息，南海之滨，千帆竞发。 这不是简单的政策洼地，而是旨在建立与国际通行规则衔接的合规机制。 从全国首张跨境服务贸易负面清单，到"一线放开、二线管住"的海关监管创新……诸多改革创新举措，彰 显着顶层设计之下海南"摸着石头过河"的敢闯敢试。 数据显示，自贸港政策落地以来，海南实际使用外资1025亿元，年均增长14.6%。境外直接投资97.8亿美 元，年均增长97%。新设外资企业8098家， ...

Group 1 - The core theme of the news is the significance of the China International Import Expo (CIIE) as a platform for global trade and cooperation, particularly highlighting the role of the "Belt and Road" initiative in enhancing trade efficiency and connectivity [1][3][14] - The CIIE has seen participation from 123 countries involved in the "Belt and Road" initiative, marking a 23.1% increase in exhibitors compared to the previous year, showcasing the growing international recognition and support for the event [3] - The establishment of the Qianhai Port as a smart green port has opened new trade routes, significantly improving the efficiency of goods flow between Peru and China, benefiting both local and regional economies [3][10] Group 2 - The CIIE serves as a bridge for mutual benefit and a platform for learning, with countries like Malaysia focusing on international talent and industry connections, exemplified by the participation of over 50 Malaysian young entrepreneurs [5][11] - China's continuous optimization of visa policies has made it easier for international exhibitors to participate in the CIIE, enhancing the overall experience and engagement at the event [6][9] - The CIIE has become a vital platform for developing countries to showcase their products, with participation from 49 countries leading to record numbers of exhibitors, thus supporting local community development and sustainable growth [13][14]

下一步做什么？ "十五五"期间，临港新片区将开展更大程度的开放压力测试，为全国扩大制度型开放探路。 11月7日，临港新片区在进博会现场举办"临港新片区高水平对外开放——自由贸易试验区的使命与实 践"专场活动。 商务部副部长盛秋平表示，商务部将与有关部门和上海市一道，继续支持临港新片区深 入实施自贸试验区提升战略，结合国际高标准经贸规则演进趋势，开展更广领域、更深层次、更大力度 的探索，为扩大制度型开放探路，为推进深层次改革破题，为推动高质量发展赋能。 盛秋平表示，相信临港新片区将为全国推进制度型开放贡献更多"自贸方案"。 开展更大程度的开放压力测试 近年来，中国持续以发展的确定性、开放的确定性，来应对国际环境的不确定性。 党的二十届四中全会提出，稳步扩大制度型开放，维护多边贸易体制，拓展国际循环，以开放促改革促 发展，与世界各国共享机遇、共同发展。 在2018年首届进博会开幕式上，中央交给上海三项新的重大任务，其中就包括"增设中国上海自由贸易 试验区的新片区"。自2019年8月挂牌以来，临港新片区开展了一批首创性、引领性的制度创新，推出了 一批连通市场的开放举措，构建起以贸易、投资、资金流动、交通运输、人员往 ...

Group 1: Core Insights - The Peru Pavilion at the 8th China International Import Expo (CIIE) prominently featured a model of the Qianhai Port, symbolizing its significance as a new "national business card" for Peru [1] - The Qianhai Port has facilitated faster shipping of Peruvian goods to China, exemplifying the synergy between the CIIE and the Belt and Road Initiative, enhancing trade efficiency and benefiting both Peru and the broader Latin American region [2][4] - The CIIE has seen participation from 123 countries involved in the Belt and Road Initiative, marking a 23.1% increase in exhibitors, highlighting its role as a platform for mutual cooperation and shared opportunities [2] Group 2: Trade Facilitation and Environment - The CIIE has improved the ease of access for international exhibitors, with New Zealand's dairy company noting the benefits of China's optimized visa policies for foreign participants [4] - China's trade facilitation measures and high-level openness have led to significant progress in trade and investment, with 23 free trade agreements signed and an expansion of visa-free access for foreign nationals [4][5] - The CIIE serves as a bridge for mutual benefit and learning, allowing global enterprises to share innovations and best practices [2][3] Group 3: Global Cooperation and Development - The CIIE has become a platform for developing countries to showcase their products, with participation from 49 countries and around 500 enterprises, emphasizing its role in supporting local community development and sustainable growth [7] - China's commitment to providing international public goods and supporting the modernization of developing countries is evident through initiatives like the Global Development Initiative [6][7] - The CIIE exemplifies the transformative power of trade in creating opportunities, particularly for developing nations, reinforcing the importance of open cooperation for global prosperity [7]

(第八届进博会)华侨华人与进博共成长：从"单向引进"到"双向奔赴" 中新社上海11月7日电 (范宇斌)作为第八届中国国际进口博览会配套活动之一，2025"侨连五洲·沪上进 博——与中国机遇同行"主题活动7日在国家会展中心(上海)举行。 中国侨联副主席高峰表示，进博会已成为世界经济通向中国经济的入海口，也是中国联结世界的重要桥 梁。广大侨胞作为联通中国与世界的天然桥梁，始终与进博会共同成长、共同发展。 "华商在所在国和地区扮演的经贸角色与地位非常重要，他们参与进博会的同时，也共享中国和上海的 快速发展机遇。"马来西亚中华大会堂总会永久名誉会长吴添泉表示，马中两国在传统合作领域之外， 持续深化产业链供应链合作，推动双向投资，在制造业、知识产权、数字经济、研发创新、绿色可持续 投资及物流发展等高价值、高增长产业领域，不断加强交流合作。 "进博之约打开机遇之窗、架起友谊之桥。如今，不少中国企业也在寻找出海机遇，我们鼓励华商二 代、三代参与进博会，通过这个窗口更好地了解中国，推动新能源汽车等'中国制造'进入欧洲市场。在 此过程中，华商可充分利用国内国际两个市场、两种资源，成为中国高水平对外开放的积极参与者和推 动者。" ...

Core Viewpoint - The article emphasizes the importance of expanding high-level openness in China's economy, advocating for a comprehensive leadership role in open policies, and promoting international cooperation for shared development opportunities [1] Group 1: Expanding Self-Initiated Openness - The focus is on aligning with international high-standard economic and trade rules while expanding market access, particularly in the service sector [2] - Plans include expanding pilot programs in telecommunications, biotechnology, and foreign-invested hospitals, as well as enhancing educational and cultural openness [2] - The strategy involves accelerating regional and bilateral trade agreements, promoting high-standard free trade zones, and advancing the internationalization of the Renminbi [2] Group 2: Promoting Trade Innovation - The goal is to enhance the quality and efficiency of foreign trade, with an emphasis on optimizing goods trade and expanding green and digital trade [3] - There is a push for increased imports and the establishment of national import trade innovation demonstration zones [3] - The development of service trade is prioritized, encouraging exports of knowledge-intensive services and improving cross-border service trade management [3] Group 3: Expanding Investment Cooperation - The initiative aims to create a strong "Invest in China" brand and enhance international cooperation in supply chains [4] - Efforts include reducing the negative list for foreign investment and improving the service guarantee system for foreign enterprises [4] - The focus is on fostering a transparent and stable institutional environment for foreign investments [4] Group 4: High-Quality Belt and Road Initiative - The strategy seeks to strengthen mutual trust and benefit with partner countries, expanding win-win development opportunities [5] - Emphasis is placed on aligning strategies with partner countries and enhancing connectivity through major projects [5] - The initiative aims to diversify investment and financing systems while protecting overseas interests and providing legal support for enterprises [5]

Core Viewpoint - The article emphasizes the importance of the "15th Five-Year Plan" in shaping investment strategies, highlighting the shift towards a modern industrial system and the prioritization of technological self-reliance and innovation as key drivers for economic growth [1][12]. Summary by Sections Introduction - The "15th Five-Year Plan" prioritizes the construction of a modern industrial system and sets "technological self-reliance" as the second development goal, providing quantifiable targets for the capital market [1]. Historical Context - Previous five-year plans have led to the emergence of significant industries: - The 12th Five-Year Plan (2011-2015) focused on seven strategic emerging industries including energy conservation and new energy vehicles [2]. - The 13th Five-Year Plan (2016-2020) emphasized supply-side reforms [3]. - The 14th Five-Year Plan (2021-2025) introduced a focus on carbon neutrality and supply chain security [4]. Investment Opportunities - The "15th Five-Year Plan" is expected to drive investment in strategic emerging industries, with a focus on sectors such as new energy, biotechnology, and high-end equipment [7][12]. - Historical data shows that industries highlighted in the 14th Five-Year Plan have outperformed the market, with significant excess returns observed in sectors like photovoltaics and new energy vehicles [6][8]. Policy Tools - The article outlines the policy tools prepared for the "15th Five-Year Plan": 1. Fiscal measures to enhance macroeconomic policies and increase central government spending. 2. Monetary policies aimed at developing direct financing and financial markets. 3. Industrial policies to boost innovation and new productivity [4]. Strategic Focus Areas - The "15th Five-Year Plan" identifies key strategic areas for investment, including: - Advanced manufacturing, artificial intelligence, and semiconductor industries as core components of the hard technology sector [15][18]. - Emphasis on the integration of technology and industry, with a focus on scaling innovations [12][16]. ETF Recommendations - Specific ETFs are highlighted as investment vehicles to capitalize on the trends outlined in the "15th Five-Year Plan": 1. Chip ETF focusing on semiconductor industries. 2. AI ETF targeting companies in the artificial intelligence sector. 3. Robotics ETF covering the entire robotics supply chain [18][29]. Conclusion - The article concludes that the "15th Five-Year Plan" is not just a domestic economic strategy but also a framework for global capital reallocation, with significant implications for investment in technology and innovation [28].