作者 | 荣智慧 编辑 | 张来 见证城市间的裂变和生长 为发展提供镜鉴 2025年12月18日，冬至临近，但在中国唯一的热带海岛省份，省会海口气温高达25℃。 这天上午，海口市先锋学校的几十名小学生在简陋的操场上敲锣打鼓，满头大汗，背后横幅写着"恭喜海南2025年12月18日封关，祝海南繁荣昌盛"。而在 一街之隔的美舍河湿地公园，数十张麻将桌一字排开，老人们一脸认真地码牌、出牌。 封关前后，海南人讲得最多的一句话，是"信心比黄金还重要"。 在今天，改革开放面对的挑战，不是改革不改革、开放不开放，而是怎么把改革开放做深、做细、做到位。 作为陆地面积3.54万平方公里、海域面积200万平方公里的巨大制度试验场，封关后的海南准备进行新一轮压力测试，用步步为营的"自由贸易"实践，为 深化改革开放、"几代人的福祉"奠基。 而除了社交媒体上抢购黄金、榴莲以及"卡宴豪车仅60万"等消费话题引发热议外，海南封关还有哪些真实的发展现状？ 封关还是开关？ "封关"的说法很容易令人误会。连前来参加学术会议的专家也问，"是不是应该叫开关"？ 其实，这只是一个叙述角度问题。"封关"是面对中国内地而言，"开关"则是面向海外而言。海南封 ...

这一天，恰与1978年12月18日党的十一届三中全会召开形成历史呼应。47年后的同一天，海南自贸港封关运作，向世界传递出中国坚定深化对外开放的明 确信号。 这不是一次普通的政策调整，而是东方主导全球化的里程碑，更是对国际地缘战略的主动变革。未来，我们将见证海南自贸港的蓬勃发展，以及围绕它展 开的精彩国际博弈！ 从1978到2025，中国开放升级深化 "封关"不是"封岛"，而是将海南全岛建成海关监管特殊区域，实施"一线放开，二线管住，岛内自由"的特殊政策。 "一线"指的是一线口岸，是从境外进入海南省的口岸。一线放开，指的是实施进口"零关税"、放宽贸易管理等自由化便利化措施。"二线"指的是二线口 岸，是从海南进入内地其他省份的口岸。二线管住，就是要对货物和税收实施精准管控。岛内自由，指在海南岛内，人员、货物、资金等各类生产要素的 流转会更加自由便利。 这是1978年以来，中国深化对外开放的重大举措。 封关运作后，海南自贸港的"零关税"商品范围从封关前的1900多个大幅扩展至约6600个，占全部商品税目的74%；企业所得税和个人所得税均执行15%的 优惠税率，打造全球极具吸引力的政策洼地。 2025年12月18日， ...

转自：成都日报锦观 使内需成为拉动经济增长的主动力和稳定锚 □李正扬 毛中根 12月16日出版的《求是》杂志发表了习近平总书记的重要文章《扩大内需是战略之举》。文章指出，扩大内需既关系经济稳定，也关系经济安 全，不是权宜之计，而是战略之举。实施扩大内需战略，是保持我国经济长期持续健康发展的需要，也是满足人民日益增长的美好生活的需 要。《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（以下简称《建议》）将"建设强大国内市场，加快构建新发展格 局"列为重要部署。 进入"十五五"新发展阶段，建设强大国内市场是中国式现代化的战略依托，成为增强国内大循环内生动力和可靠性、确保国家经济安全的根本 之策。我们必须坚持内需主导这一核心逻辑，统筹扩大内需战略和深化供给侧结构性改革，促进消费和投资、供给和需求良性互动，持续释放 超大规模市场潜力，不断夯实强大国内市场根基，在更高水平上实现国民经济良性循环和动态平衡。 深刻认识内需主导的重大意义和内涵本质 全方位扩大内需，本质上是一场从外部依赖转向内生驱动的深刻变革。促进形成更多由内需主导、消费拉动、内生增长的经济发展模式，是中 国经济走向成熟的必然选择，也将是中国经济 ...

Group 1 - The meeting summarized the work for 2025 and outlined key tasks for 2026, emphasizing the importance of strategic planning for economic and social development in China over the next five years [1] - The meeting highlighted the need for private enterprises to grasp development trends, enhance strategic determination, and actively engage in both domestic and international dual circulation to unlock development potential [1] - The meeting called for innovation and a proactive approach to policy opportunities to stimulate creativity and drive economic growth [1] Group 2 - The 2025 evaluation of the business environment for private enterprises revealed significant improvements, with legal environment satisfaction scores ranking first among various indicators for five consecutive evaluations [2] - Key highlights from the business environment improvements include reduced investment barriers in competitive infrastructure sectors, increased accessibility to credit loans, and enhanced electricity supply stability [2] - The meeting also released the "2025 China Private Enterprises Social Responsibility Report" and recognized outstanding cases in the construction of county-level business associations and chambers of commerce [2]

从更深层次看，海南全岛封关是从商品和要素流动型开放向规则、规制、管理、标准等制度型开放转变 的重要实践。今后，海南在贸易监管、税制改革、金融开放、跨境数据治理等方面的创新，有望为中国 经济高质量发展和高水平开放源源不断提供新思路、新方法、新经验。在全球保护主义抬头背景下，中 国以高标准建设自由贸易港的方式，向世界展示坚定不移扩大开放的决心，增强全球对中国市场的信 心。 海南全岛封关为当地高质量发展注入强劲动能。海南岛毗邻东盟，位于太平洋与印度洋航线交汇处，是 中国南向开放的海上门户。封关后，境外货物的进入成本降低，海南在国际贸易中转、集拼、分拨等方 面优势更加突出。特别是"零关税"等相关政策的实施，使海南对电子装配、生物医药、新型食品加工等 轻加工、高附加值产业的吸引力大幅提升，使企业既能更好参与全球市场，又能积极服务国内庞大消费 市场。 海南全岛封关为中外经贸交流合作开辟了更广阔空间。除了贸易方面的便利之外，封关后海南在投资准 入、监管模式、税制安排、资金流动等方面也向国际高标准靠拢。这意味着，全球跨国企业可以在海南 设立区域总部、采购中心、结算中心、研发中心等，从而以更低制度成本进入中国市场，以更高效率立 ...

12月22日，广州至湛江高速铁路开通活动举行。活动在广州白云站基本站台设主会场，在湛江北站基本 站台设分会场，两地共同见证这一历史性时刻。 广湛高铁显著缩短湛江与粤港澳大湾区的通勤时间，极大便利沿线群众出行，进一步完善区域路网布 局，有利于发挥粤港澳大湾区辐射带动作用，促进区域经济社会高质量发展。 高铁时速同样是"引才时速"。通达性的跃升，将显著增强湛江对优质人才的吸引力，推动更多人才走进 湛江、选择湛江，为城市发展注入源源不断的人才动能。 产业协同也将随之提速。广湛高铁进一步强化"核+副中心"动力机制，推动广湛协作向更深层次、更高 质量迈进。湛江将更有条件承接粤港澳大湾区传统优势产业转移，吸引项目、技术、资本等要素集聚， 使"湾区实验，湛江实战"发展模式将加速落地。 广湛高铁接入广州枢纽，在湛江北站与在建的合浦至湛江高铁、规划建设的湛江至海口高铁相连接，区 位优势突出，路网地位尤为重要。 作为粤港澳大湾区辐射西南的重要门户、海南自由贸易港联动内陆的核心支点、西部陆海新通道联通全 球的关键出海口，湛江正从区域节点一跃成为激活区域联动、链接国内国际双循环的连接枢纽。 这条不少人期盼已久的高铁正式通车，为湛江更深 ...

Core Viewpoint - Trade innovation development is an inherent requirement for promoting high-quality development and is a crucial support for accelerating the construction of a new development pattern, as well as a proactive response to changes in the international economic and trade situation [1] Group 1: Cross-Border E-Commerce Growth - Cross-border e-commerce has become an important engine for trade growth, with an estimated import and export volume of approximately 2.7 trillion yuan in 2024, representing a 67% increase compared to 2020 [2] - By the first three quarters of 2025, the import and export volume of cross-border e-commerce reached about 2.06 trillion yuan, showing a year-on-year growth of 6.4% [2] - As of mid-2024, there are over 120,000 cross-border e-commerce entities in China, with more than 2,500 overseas warehouses covering over 30 million square meters [2] Group 2: E-Commerce Platform Development - E-commerce platforms have evolved into organizers, managers, and leaders of the supply chain, linking manufacturers and service providers to create a comprehensive trade ecosystem [3] - Major e-commerce platforms can manage the entire supply chain process, helping small and medium-sized enterprises reduce trade costs and improve product innovation speed and quality [3] - Despite the growth, there are still significant challenges and bottlenecks in the development of cross-border e-commerce during the 14th Five-Year Plan period [3] Group 3: Challenges and Limitations - Chinese e-commerce platforms still lag behind developed countries in terms of comprehensive competitiveness, with the total transaction volume of the top four Chinese platforms only equivalent to 27% of Amazon's [4] - The operational methods of e-commerce platforms are relatively crude, with a pressing need for transformation and upgrade [4] - There is a notable shortage of talent in digital technologies, foreign languages, and international marketing, which poses a challenge for the industry [4] Group 4: International Environment and Risks - The international market is facing increased instability and uncertainty, with rising risks for e-commerce platforms operating abroad due to more trade restrictions and protectionist measures [5] - Trade disputes may increase due to factors such as price dumping, counterfeit goods, and compliance with green trade and data security regulations [5] - To address these challenges, leveraging China's large market, complete industrial system, and rich human resources is essential for enhancing the competitiveness of cross-border e-commerce [5] Group 5: Strategic Recommendations - Encourage e-commerce platforms to develop in a large-scale, integrated, and full-chain manner to enhance trade and industrial competitiveness [6] - Promote the integration of cross-border e-commerce with industrial development, supporting platforms to penetrate various industrial sectors and enhance local product exports [6] - Enhance data resource sharing among e-commerce platforms to empower export enterprises and improve their competitiveness in international markets [7] - Improve policy support and service systems for cross-border e-commerce, ensuring compliance with international laws and enhancing overseas service capabilities [7]

Core Viewpoint - The article discusses the strategic development plan for Haikou City, emphasizing the integration into domestic and international dual circulation and the establishment of key infrastructure and economic zones to attract global enterprises and enhance trade connectivity [1] Group 1: Economic Development Strategies - The plan aims to accelerate the construction of "two bases" to attract global headquarters enterprises, leveraging free trade port tax policies and foreign direct investment advantages [1] - It emphasizes the importance of Haikou as a hub for domestic companies to expand overseas and for foreign companies to enter the Chinese market [1] Group 2: Infrastructure Development - The expansion of Meilan Airport's third phase is highlighted, aiming to enhance passenger and cargo transfer convenience and expand direct flight routes to domestic and international destinations [1] - The optimization of Haikou Port's "one port, three zones" functionality is also a focus, with plans to develop it into a significant trade transit node for Southeast Asia [1] Group 3: International Cooperation - The plan includes deepening cooperation with countries and regions involved in the Belt and Road Initiative, exploring "fly-in" models for free trade industrial parks [1] - It aims to enhance international cultural exchanges and establish Haikou as a preferred investment destination for overseas Chinese businesses [1] Group 4: Regional Collaboration - The strategy involves aligning with national regional development strategies, particularly with the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Delta [1] - Key platforms such as the Guangdong-Hainan Advanced Manufacturing Cooperation Industrial Park and the Hainan Free Trade Port Green Low-Carbon International Cooperation Demonstration Zone are to be developed [1]

Summary of Key Points from Conference Call Records Industry or Company Involved - The discussion primarily revolves around the **Chinese economy** and its macroeconomic policies, particularly focusing on the **14th and 15th Five-Year Plans**. Core Points and Arguments 1. **Need for Expanding Domestic Demand**: The necessity and timing for expanding domestic demand are critical policy goals. If expanding domestic demand is a target, policies will be directed to achieve this outcome [2][3] 2. **Economic Policy Evolution**: The evolution of China's economic policies from the 13th to the 15th Five-Year Plans reflects a shift towards enhancing total factor productivity and preventing economic stagnation [2][4] 3. **Goals of the 15th Five-Year Plan**: Key objectives include restoring the manufacturing share to over 30% and achieving a per capita GNI of over $15,000, necessitating increased technological content and service sector contributions [6][10] 4. **Global Financial Environment**: The low-interest-rate environment globally, particularly in Japan, has made Japanese assets more attractive than Chinese ones, impacting China's bond yields [4][6] 5. **Inflation Targets**: The global inflation target of 2% has both economic and political significance, especially in light of rising inflation post-pandemic, which disproportionately affects low-income groups [7][10] 6. **Shift from Austerity to Growth**: There is a global transition from austerity measures to increasing tax revenues, particularly targeting wealthy individuals and large corporations, indicating a long-term trend towards higher interest rates [9][10] 7. **Impact of International Environment**: The international environment significantly influences China's economic status, necessitating strategic responses to global financial changes [4][5] 8. **Future Domestic Demand Expansion**: Major actions to expand domestic demand are expected between the second half of 2026 and the first half of 2027, coinciding with a slowdown in U.S. demand and the Belt and Road Initiative entering a productive phase [11][12] Other Important but Possibly Overlooked Content 1. **Challenges in the 14th Five-Year Plan**: While there have been achievements in total factor productivity, challenges such as real estate market suppression and reduced external demand due to U.S. trade protectionism have emerged [5][10] 2. **U.S. Employment and Inflation Data**: Recent U.S. employment and inflation data indicate a slowdown, with non-farm payrolls showing mixed results and inflation rates dropping below expectations, which may influence future economic policies [12][15] 3. **Geopolitical Tensions**: Ongoing geopolitical conflicts, particularly involving the U.S. and Ukraine, could have significant implications for international economic conditions and trade [16][17] 4. **Long-term Economic Strategy**: The U.S. is reinforcing its control over the Western Hemisphere, which may affect global supply chains and economic relations, particularly with China [21] This summary encapsulates the essential insights from the conference call records, highlighting the strategic direction of China's economic policies and the broader implications of global economic trends.

Core Viewpoint - Nanjing is enhancing its status as an international transportation hub through the development of a multi-modal transport system that integrates air, rail, and maritime logistics, significantly improving its connectivity and operational capacity in the Yangtze River Delta and beyond [1][12]. Air Transport Hub - Nanjing Lukou International Airport has achieved "super-large airport" status, with a passenger throughput capacity of 50 million annually after the completion of Terminal 1 renovations and ongoing expansion projects [6][8]. - The airport is expected to handle 6.5 million passengers and 90,000 tons of cargo annually after the completion of its third-phase project, with a projected cargo throughput growth of 13.4% by 2025 [8][12]. - The introduction of new international routes, including direct flights to Paris, enhances the airport's competitive edge and connectivity [6][8]. Rail Transport Hub - The Nanjing North Station project, set to begin construction in September 2024, will feature a larger capacity than Nanjing South Station, with an expected annual passenger volume of 36.5 million [4][5]. - The high-speed rail network is evolving into a "grid" pattern, significantly reducing travel times between major cities, such as a 3.5-hour journey from Nanjing to Beijing [3][5]. - By the end of 2025, Nanjing's railway operational mileage is projected to reach 510 kilometers, connecting all prefecture-level cities in the province and 25 provincial capitals nationwide [5][12]. Maritime Transport Hub - The successful launch of the Arctic shipping route has reduced transportation time from 36 days to 26 days, enhancing the competitiveness of Jiangsu's manufacturing sector [9][11]. - Nanjing Port has established a comprehensive near and far sea shipping network, with 20 routes connecting to regions such as Japan, Southeast Asia, and the Middle East [10][12]. - Ongoing infrastructure improvements at Nanjing Port, including the expansion of rail connections, aim to increase cargo handling capacity and enhance the port's role as a key logistics hub [11][12]. Multi-Modal Transport System - Nanjing's "air-rail-water-road" multi-modal transport system is a unique feature that facilitates seamless logistics operations, with a projected rail-water transport volume of 142,000 TEUs by 2024 [13]. - The integration of various transport modes is expected to create synergistic effects, enhancing the overall efficiency and capacity of Nanjing's logistics network [13].