海南自贸港进境维修服务再升级 大新华飞维获商务部民用航空零部件出口许可 海南日报讯（海南日报全媒体记者 邵长春 通讯员 张健）海航技术旗下大新华飞维近日正式获得 商务部航空零部件出口许可批件，批件许可出口的物项内容包括部分型号的涡轮风扇发动机、飞机高度 表、航空惯性导航仪等民用航空零部件。此举将大幅缩短航空零部件的出口时间，提升海南自贸港进境 飞机维修业务拓展竞争力。 根据有关规定，部分民用航空零部件属于两用物项，在出口时须办理相关的出口许可证件。在承接 进境飞机维修业务时，常有涉及涡轮风扇发动机、飞机高度表、航空惯性导航仪等民用航空零部件更换 的情况，换下的零部件在出口时就需要花费时间办理相关手续。 该公司负责人表示，在各部门的通力协作下，大新华飞维顺利完成了许可批件获取工作，这体现了 主管部门高效的服务意识，也彰显了海南自贸港在政策创新、制度集成和营商环境优化方面的优势。 作为海航技术旗下核心定检维修企业，大新华飞维近年来持续强化技术能力与服务能力，积极拓展 境外业务。目前已经取得美国、欧盟、泰国等多个国家和地区维修许可资质。依托自贸港政策优势，截 至2025年4月，大新华飞维位于海南自贸港一站式飞机维修 ...

Group 1: Company Strategy and Market Position - The company is focusing on the core business of passenger and roll-on/roll-off (RoRo) transportation, aiming to become the first cross-regional RoRo leader in China after acquiring China Ocean Shipping Company (COSCO) passenger transport [2] - The acquisition is expected to enhance the company's core competitiveness and facilitate the integration of the two largest RoRo markets in China, promoting a leap from "expansion" to "strengthening" [2] - The company is actively exploring diversification opportunities related to its main business, particularly in emerging industries brought by the Hainan Free Trade Port policy, although no specific projects have been finalized yet [3] Group 2: Financial Performance and Shareholder Concerns - As of May 9, 2025, the number of shareholders is approximately 43,000 [4] - The company acknowledges concerns regarding executive compensation, stating that it is based on market conditions, industry standards, and long-term strategic planning, and aims to align with company performance and shareholder interests [5] - The company plans to improve its valuation through enhanced performance, better market communication, optimized capital structure, and improved corporate governance [8] Group 3: Operational Challenges and Responses - The company is addressing losses on the Beihai route by upgrading its fleet with better vessels to enhance operational capacity and customer relationships [9] - The purchase of two flat cargo ships is justified by the rapid growth of the electric vehicle market and the need to enhance safety measures for transporting these vehicles [6][7] - The company is implementing measures to improve profitability on the Xisha route, including optimizing route planning, reducing operational costs, and enhancing customer experience [10] Group 4: Regulatory and Governance Issues - The company is conducting a shareholder vote on a major asset restructuring that constitutes a related party transaction, in compliance with regulatory requirements [11][12] - The acquisition of the two flat cargo ships is confirmed to be a market-based purchase, not a related party transaction [12]

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3288 | -0.2 | -1.8 | -0.09 | | | | | 8 | | | 深证综指 | 1898 | -0.9 | -6.3 | -0.68 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表 | | --- | --- | --- | --- | | | （％） | （％） | 现（％） | | 大盘指数 | -0.06 | -3.09 | -3.93 | | 中盘指数 | -0.6 | -6.26 | -8.52 | | 小盘指数 | -0.85 | -6.2 | -2.74 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 普钢Ⅱ | 1.64 | -3.29 | 2.87 | | 游戏Ⅱ | 1.3 | -4.5 | 2.38 | | 城商行Ⅱ | 1.24 | 3.41 | 10.11 | | 白色家电 | 1.07 | -3.32 | -4.88 | | 农商 ...

Group 1 - The establishment of Hainan Free Trade Port is a significant strategic decision by the Chinese government to respond to global trade changes and enhance domestic consumption, especially in light of the U.S. imposing "reciprocal tariffs" [2][35] - The year 2025 marks a critical milestone for Hainan Free Trade Port as it aims to achieve "closure," allowing for a unique operational model where goods can flow freely between Hainan and international markets while being regulated for entry into mainland China [2][14] - Hainan is expected to become a "tax haven" due to four key policies: 1) Exemption from tariffs for products with over 30% value-added processing; 2) Zero tariffs on non-negative list goods post-closure; 3) A reduced corporate income tax rate of 15% for qualifying businesses; 4) A progressive personal income tax structure capped at 15% [2][28][30] Group 2 - Hainan is positioned as a dual circulation hub, leveraging its geographical advantages to attract global capital, particularly from foreign enterprises seeking access to the Chinese market [12][31] - The tourism sector is being developed to attract international visitors and promote high-end consumption, with initiatives like duty-free shopping and international medical tourism [41][46] - The report highlights the rapid growth of new enterprises in Hainan, with over 150,000 new companies established annually from 2020 to 2024, indicating a robust investment environment [33]

自作出免税资产注入承诺以来，海南控股始终积极作为。针对当前中小股东存在的疑惑，海南控股相关 负责人表示，公司始终坚持维护中小股东利益，前期已结合市场案例以及相关制度规定，并论证了现金 收购、发行股份购买资产等多套方案，相关启动注入方案已提交监管部门，甚至考虑到全球精品亏损的 情况，也曾谋划以净资产为基础平价注入上市公司。同步按照承诺期限制定专项工作时间表，对全球精 品进行全面尽调、推动整改提升。但近年全球精品受海南离岛免税消费市场环境变化等因素影响经营亏 损，无法满足监管对于注入资产的要求，强行注入海南发展与"严监严管、推动上市公司高质量发展、 维护中小股东利益"的监管导向相悖，致使多种注入方案均无法实施。同时，考虑当前监管对于上市公 司跨界收购十分谨慎，遏制打击市场炒作，对拟注入资产的业务协同性等方面要求较高。当下公司体系 内机场、算力等业务位于其他上市公司体内，需避免构成同业竞争，而其余房地产、光伏发电等相对传 统的业务与海南发展业务关联度不高，注入上市公司也无法有效提升上市公司经营水平及市场价值。一 直以来，公司支持海南发展整合集团免税资源、向大消费领域转型的战略信心坚定、从未动摇，当前公 司已制定针对 ...

Core Insights - The "Hainan Free Trade Port Tourism Retail White Paper 2025" highlights Hainan's emergence as a significant global consumption destination, driven by increasing tourism revenue and innovative retail strategies [2][3] - Young consumers, particularly those born in the 1990s and 2000s, represent a core demographic in Hainan's tourism retail market, indicating a shift towards diverse and trend-driven shopping preferences [2][3] Group 1: Market Trends - Hainan's tourism revenue has been growing annually, transitioning from traditional retail to new consumption scenarios, enhancing its appeal to international tourists [2] - The introduction of various innovative measures since 2024 has bolstered Hainan's attractiveness to high-spending visitors, improving service quality and overall market performance [2] Group 2: Consumer Demographics - Data from Tongcheng Travel shows that over half of the tourists in Hainan during the first three quarters of 2024 are from the "post-90s" and "post-00s" generations, underscoring the importance of young consumers in the retail landscape [2] - Young consumers exhibit significant and diverse shopping demands, favoring categories such as beauty products, luxury goods, and electronics, which will guide the future development of Hainan's tourism retail sector [2] Group 3: Future Outlook - The white paper predicts a positive development trajectory for Hainan's tourism and retail markets, positioning it as a crucial hub in the global landscape [3] - Government initiatives aimed at institutional innovation and optimizing the business environment are expected to promote fair competition and enhance Hainan's market position [3] - As China's tourism market opens up and global tourism expands, Hainan's retail sector is gradually moving towards internationalization, aiming to attract quality domestic visitors and reclaim overseas consumption [3]

——专访中国(海南)改革发展研究院院长、海南自由贸易港研究院院长迟福林 2025年是海南自贸港封关运作、扩大开放之年。 在这一关键之年，海南自贸港如何对标国际高水平经贸规则，推动实现高水平对外开放？如何加强同共 建"一带一路"国家和地区自由贸易园区的交流合作和功能对接？中国(海南)改革发展研究院院长、海南 自由贸易港研究院院长迟福林近日就此接受"东西问"专访。 二是外向型经济发展成效突出。2018年至2024年，海南经济外向度明显提升，新设外资企业年均增长 65%，实际使用外资年均增长46%。 三是现代产业体系初步构建。2024年，旅游业、现代服务业、高新技术产业、热带特色高效农业四大主 导产业增加值占全省GDP比重较2018年提高10个百分点以上。 2024年10月1日，顾客在cdf海口国际免税城选购化妆品。 记者 骆云飞 摄 记者：海南自贸港将在2025年底前封关运作，对标国际高水平经贸规则，大力推进制度型开放，这将带 给世界哪些机遇？ 迟福林：一是服务促进中国企业走出去，开展互利共赢的国际合作，吸引国内企业以海南自贸港为平台 开展对外投资，促进当地工业化进程。 二是为国际企业更加便利进入中国国内大市场提 ...

Investment Rating - The report indicates a positive investment outlook for the industry, highlighting significant growth in various sectors, particularly in high-tech and service industries [8][14][21]. Core Insights - The GDP of Hainan Province reached 793.57 billion, with a growth rate of 3.7% compared to the previous year, driven by the recovery from natural disasters and proactive government measures [8][7]. - The primary, secondary, and tertiary industries contributed to the GDP with growth rates of 2.0%, 6.0%, and 3.6% respectively, indicating a shift towards a more service-oriented economy [8][14]. - The report emphasizes the importance of four leading industries, which now account for approximately two-thirds of the economy, reflecting a 14 percentage point increase since the establishment of the free trade port [14][15]. Summary by Sections Economic Overview - The total output value of agriculture, forestry, animal husbandry, and fishery reached 260.54 billion, growing by 2.4% year-on-year [16]. - Industrial added value was 924.30 billion, with a growth of 6.6%, and significant contributions from the food processing and chemical manufacturing sectors [17][18]. Service Sector - The service sector's added value was 2,196.71 billion, with notable growth in transportation and warehousing (17.4%) and financial services (3.0%) [21][22]. - The tourism industry saw an increase in total visitors by 8%, with a significant rise in international visitors, contributing to a robust tourism economy [15][41]. Trade and Investment - The total import and export value reached 277.65 billion, marking a 20.0% increase, with exports growing by 43.5% [29]. - Fixed asset investment grew by 7.1%, with substantial increases in primary industry investment (60.8%) and secondary industry investment (20.2%) [26]. Financial Sector - The total assets of banking institutions reached 17,778.21 billion, with a profit total of 190.89 billion, despite a decline of 18.3% in profits [31][33]. - The report highlights the growth in deposits and loans, indicating a stable financial environment [33]. Social Indicators - The per capita disposable income for residents was 34,829, reflecting a growth of 4.9%, with urban residents earning 44,307 and rural residents 22,146 [34][35]. - The report notes an increase in employment and social security participation, indicating a strengthening labor market [34][35].

Core Insights - The Boao Forum for Asia 2025 Annual Conference hosted the "Global Free Trade Port Development Forum," focusing on opportunities and challenges in global free trade zones [1] - Hainan Free Trade Port has established a network of 38 international partners, enhancing China's commitment to open up and deepen international cooperation [1][2] - Hainan's free trade policies, including zero tariffs and tax exemptions for certain goods, have led to significant growth in trade and foreign investment [2] Group 1 - The Hainan Free Trade Port has implemented high-standard international trade rules, resulting in a 20% increase in goods trade and a 23.9% increase in service trade in 2024 [2] - The province aims to enhance trade and investment facilitation with the world post-2025, marking a year of expanded openness [2] - The forum emphasized the need for innovative policies to inject new momentum into international economic cooperation amid global trade challenges [2][3] Group 2 - Liu Xiaoming proposed five connectivity initiatives: soft connectivity of rules and mechanisms, hard connectivity of infrastructure, production connectivity focused on service trade, green connectivity for sustainable development, and intellectual connectivity through dialogue [3] - The initiatives aim to reduce barriers to factor flow, build infrastructure networks, strengthen industry connections, promote green production, and foster consensus on major economic issues [3] - The mission of free trade zones is to break down barriers and create opportunities rather than monopolize benefits [3]