中远海控（601919.SH）12月26日在投资者互动平台表示，目前，中远海控已经在海南海口、洋浦两大 港口开通25组集装箱班轮航线，构建起链接国内沿海与全球关键区域的运输通道。同时，公司通过打造 全程数字化供应链服务，推动海南当地14.4万平方米仓储资源全面接入WMS、FOMS、CBS等系统，实 现运营可视化与透明化。公司在海南本地可调配拖车运力超1000台，可全年保障约60万TEU配送箱量， 形成覆盖港口、长途与短驳的高效物流网络。 海南自由贸易港全岛封关运作后，货物进出岛将更加自 由便利，与全球市场联系将更加紧密。在此背景下，公司目前已布局的航线网络、仓储设施及拖车资源 等，将更充分地承接潜在货量增长，强化区域市场服务能力，同时，公司数字化供应链服务，也契合封 关运作后，客户对高效、透明物流模式的需求，有助于公司提升在海南及周边区域的市场竞争力。 每经AI快讯，有投资者在投资者互动平台提问：董秘好！中远海控在洋浦港有哪些业务上的关联，海 南封关后对公司有没有什么积极影响？谢谢。 （记者 张明双） ...

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases, and the Shanghai Composite Index recording an 8-day winning streak [1] - The commercial aerospace sector continued to perform strongly, with companies like Shenjian Co. and China Satellite reaching their daily price limits [1] - The Hainan Free Trade Zone showed active trading, with stocks like Hainan Mining and Hainan Airlines hitting their daily limits [1] - The lithium battery sector saw a rebound, with stocks such as Fengyuan Co. and Yongxing Materials also reaching their daily limits [1] - The non-ferrous metals sector collectively strengthened, with Jiangxi Copper and Guocheng Mining hitting their daily limits [1] - In contrast, computing hardware stocks adjusted, with Changguang Huaxin dropping over 10% [1] - Overall, more than 3,400 stocks declined across the Shanghai, Shenzhen, and Beijing markets, with a total trading volume of 2.18 trillion yuan [1] Hot Topics Aerospace - The aerospace sector maintained its strong performance, with stocks like Zai Sheng Technology and Tongyu Communication hitting their daily limits, and China Satellite nearing historical highs [3] - The Shanghai Municipal Government announced measures to accelerate the development of the aerospace industry in the Yangtze River Delta [3] - Key drivers for the aerospace sector include advancements in reusable rockets, large-scale satellite manufacturing, and increased launch frequency, which are expected to significantly reduce launch costs and drive market expansion [4] Lithium Batteries - The lithium battery sector rebounded strongly, with stocks such as Tianji Co. and Shenzhen New Star reaching their daily limits [5] - Starting January 1, 2026, Tianqi Lithium's product pricing will be adjusted to reference the battery-grade lithium salt prices from Mysteel or the main carbon lithium futures contract prices [5] - Hunan Youneng announced planned maintenance for some production lines starting January 1, 2026, expected to last one month [5] - Wanrun New Energy also announced a planned reduction in production for some lithium iron phosphate production lines starting December 28 for one month [5] Hainan Free Trade Zone - The Hainan Free Trade Zone showed renewed performance, with stocks like Antong Holdings and Hainan Development hitting their daily limits [8] - The Hainan Free Trade Port officially launched its first week of full island closure, with policy benefits continuing to be released, leading to a significant increase in foreign trade registration enterprises [8] - During the first week of closure (December 18-24), Hainan added 1,972 foreign trade registration enterprises, a year-on-year increase of 230% [8] - Analysts believe that the closure will not only be a regional policy breakthrough but will also serve as a core driver for future consumption potential, benefiting related industries such as hotels, duty-free, and tourism [8]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月26日，A股市场午后情绪回暖，上证指数、创业板指相继翻红。海南概念股全天大涨，商业航天概 念持续强势，有色金属相关板块表现活跃，造纸、光刻胶等板块调整。 截至收盘，上证指数涨0.1%，实现八连阳，深证成指涨0.54%，创业板指涨0.14%，市场全天成交额约 2.18万亿元，较上一交易日增加2372亿元。 个股方面，热股胜通能源走出"11连板"；商业航天概念股神剑股份走出"7连板"，股价创历史新高，截 至收盘，封单超43万手；中国卫星走出"3连板"，总市值逼近1000亿元。 海南概念股大涨 今天，海南概念股再度大涨。同花顺数据显示，截至收盘，海南自贸区、海南板块大涨超4%，领涨所 有行业、概念板块。洲际油气、海南矿业、海南发展等多股涨停。 | | | | 0 × 配 固 图 | | | | --- | --- | --- | --- | --- | --- | | | | | 1940.57 4.32% | | | | 具金 成分股 | | 受金 | 分析 | 新闻 | 简况(F10) | | 名称/代码 | | | 最新 = | ...

（文章来源：中国证券报） 海南自由贸易港封关运作首周，离岛免税购物保持增长态势，消费热潮持续升温。据海口海关统计，封 关运作首周（12月18日—24日），海口海关共监管离岛免税购物金额11亿元，同比增长54.9%。 ...

本报讯 海南自由贸易港正式启动全岛封关首周，政策红利持续释放、产业发展动能持续增强、国际旅 游消费中心建设迈出新步伐，激活了发展的一池春水，海南自贸港迎来新一轮发展机遇。 《海南自由贸易港建设总体方案》提出，"实施更加开放的航空运输政策""支持在海南试点开放第七航 权"。12月21日，在海关监管下，由海南三亚飞往捷克布拉格的DV481航班从三亚凤凰国际机场起飞， 这条航线是我国首条投入运营的第七航权航线，也彰显了我国在航权方面的超高水准开放。这不仅有效 提升了海南自贸港的国际航空枢纽地位，也有助于加强区域间经贸合作和文化交流。随着海南自贸港航 线扩容，自贸港磁吸效应持续凸显。封关运作首周，海口海关共监管空港口岸进出境人员7.6万人。 海南自贸港全岛封关运作启动以来，海口海关聚焦关键环节，全力保障封关运作首周各项业务运行平稳 有序。进一步指导企业用好自贸港优惠政策，结合企业实际业务，详细解读"零关税""加工增值内销免 关税"等政策如何使用，指导享惠主体、物流企业做好全流程规范申报，保障高效顺畅通关。 封关运作不是终点，而是海关常态化监管的新起点，高标准建设海南自由贸易港任重道远。海口海关关 长高瑞峰表示，海口海 ...

| 大涨板块 | 251225 (周4) | 251224 (周3) | 251223 (周2) | 251222 (周1) | 251219 (周5) | | --- | --- | --- | --- | --- | --- | | 1 | 航天42 | 航天37 | 锂电池8 | 海南自由贸易港23 | 大消费17 | | 2 | 机器人24 | 福建自贸/海西概念11 | 液冷服务器7 | 光通信12 | 海南自由贸易港7 | | 3 | 造纸4 | 液冷服务器3 | 海南自由贸易港5 | 国产的片17 | 核聚变8 | | ব | 跨境支付3 | 国产科学5 | PCB板4 | 民謡2 | 无人驾驶11 | | રે | 西部大开发3 | 光通信8 | 有色 · 钨2 | 航天10 | 航天15 | | 6 | ST股15 | ST股10 | ST股13 | ST股23 | ST股12 | | 7 | 国产科片9 | 大消费8 | 国产商片10 | 机器人9 | 医药6 | | 8 | 大消费7 | 云计算数据中心5 | 大消费7 | 大消费8 | 房地产6 | | ਰੇ | 股权转让4 | 海南自 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island customs closure on December 18, 2025, marks a significant milestone in China's commitment to high-level opening-up and economic globalization, showcasing the country's determination to share development opportunities with the world [2][3][4]. Group 1: Customs Closure Implementation - The Hainan Free Trade Port has officially started its full island customs closure, establishing a special customs supervision area across the entire island [5]. - The customs closure is characterized by a policy of "one line open, one line controlled, and free movement within the island," aimed at expanding high-level foreign trade [6][20]. - The first day of customs closure saw the arrival of a ship carrying 17.9 million tons of zero-tariff petrochemical raw materials, saving enterprises nearly 10 million yuan in costs compared to before the closure [10][12]. Group 2: Operational Efficiency - The customs process has been significantly streamlined, reducing the number of declaration items from 105 to 33 for zero-tariff and bonded goods, allowing for faster clearance [10][12]. - The first international passenger flight after the customs closure arrived at Sanya Phoenix International Airport, demonstrating improved entry procedures that take less than one minute for travelers [7][10]. - The new customs system allows for efficient monitoring and control, utilizing advanced technology such as drones for surveillance along the coastline [14][16]. Group 3: Economic Opportunities - The Hainan Free Trade Port is expected to transform its open potential into high-quality development momentum, contributing to a new level of foreign trade openness in China [3][20]. - Companies in Hainan are benefiting from tax incentives, with one company reporting a 15% reduction in costs due to favorable policies for bonded maintenance of vehicles and aircraft [18][19]. - The increase in duty-free shopping limits for consumers has significantly boosted local retail, with limits rising from 8,000 yuan to 100,000 yuan per person per year [20].

海南日报讯(海南日报全媒体记者 邵长春 通讯员 符毓望 谭屈玲)近日，由海南省旅游和文化广电 体育厅主办、新海航海南航空承办的"阳光海南·度假天堂"海南文旅推介会暨海南航空意大利航线运行 10周年活动在意大利罗马举行。当地旅游界及媒体代表参加，围绕海南自由贸易港政策机遇和海南文旅 资源优势深入交流，共同探讨文旅合作新机遇。 中国驻意大利使馆文化参赞张凌霄致辞表示，随着海南航空持续完善在意大利的航线布局，双方人 员往来更加便捷，文化与旅游交流日益活跃，期待更多意大利朋友到访海南、了解中国，共享自贸港发 展机遇。 海南文旅推介会走进罗马 邀请意大利游客前来体验海南旅游魅力 推介会上，海南航空意大利办事处负责人做了航线推介，并通过多元展示、品牌宣传片及现场互动 等形式，介绍海南航空的产品特色与服务优势，表示将持续完善航线网络，更好地服务中意人员往来， 为双方交流合作搭建更加便捷的空中通道。活动期间，海南航空向部分嘉宾赠送意中往返机票，并邀请 其前往海南体验独特的自然风光与多元旅游资源。 据了解，在海南省旅文厅主导下，海南航空已在比利时、德国、澳大利亚、新西兰、英国、奥地利 等多国举办"阳光海南·度假天堂"系列活动， ...

海南自由贸易港12月18日正式启动全岛封关运作，这是中国扩大高水平对外开放的重要举措。 封关 后，海南将实施"一线放开、二线管住、岛内自由"的监管模式，旨在打造引领新时代对外开放的重要门 户。 "一线"放开后，海南自贸港"零关税"商品税目达到约6600个，比例由21%提高至74%，享惠主体范围也 大幅拓宽。有进口需求的企业，12月18日即可通过海南国际贸易"单一窗口"正式上线的"零关税"申报等 专属功能板块，自主申报。 中国世界贸易组织研究会副会长霍建国在接受21世纪经济报道专访时指出，"十五五"规划建议明确 将"高标准建设海南自由贸易港"作为推动制度型开放和自主开放的核心内容之一。自2018年提出、2019 年形成建设方案以来，海南自贸港历经数年推进，此次全岛封关运作标志着我国高水平开放进入新阶 段，以实际行动印证"中国开放的大门只会越开越大"。 霍建国表示，当前全球贸易环境复杂多变，保护主义抬头，国际贸易体系面临冲击。在此背景下，海南 自贸港对标国际最高开放标准，积极探索高水平开放路径，不仅是中国支持多边贸易体系和自由贸易的 具体体现，也对我国参与国际竞争、优化营商环境、吸引外资、支撑经济发展具有重大意义 ...

Core Insights - Hainan Free Trade Port has officially launched its full island closure operation, marking a new development opportunity and attracting global attention [1] - The implementation of "zero tariffs, low tax rates," and other open policies will significantly enhance Hainan's appeal as an international tourist destination, accelerating the upgrade of the tourism industry [1][3] - Hainan is positioned to become a key hub in the global tourism system, leveraging its strategic advantages and institutional benefits [1] Tourism Development - Hainan is focusing on key advantageous areas to create world-class tourism attractions, supported by its Free Trade Port policies [1] - As of December 12, 2023, Hainan recorded 2.47 million inbound and outbound travelers, with 548,000 foreign visitors under visa-free entry, marking a 25% increase from the historical peak [1][3] - The province has established a multi-layered visa exemption system covering 86 countries, enhancing inbound travel convenience [3] Policy Impact - The number of zero-tariff goods in Hainan has increased from 1,900 to 6,600, raising the proportion from 21% to 74%, creating a unique "shopping paradise + vacation destination" dual attraction [4] - The tourism industry is expected to experience explosive growth, with diverse tourism integration accelerating [4] Flight Connectivity - Hainan's international aviation market grew by 9.5% compared to 2019, with Haikou and Sanya airports connecting to 17 and 14 countries, respectively [5] - The first "seventh freedom" flight route was launched, enhancing international transport and connectivity [5][6] - The successful operation of the seventh freedom rights will attract more international airlines to Hainan, increasing competition and improving service standards [7] Market Trends - Flight bookings to Haikou and Sanya for the New Year and Spring Festival periods have seen significant year-on-year increases, indicating strong demand [4] - The number of international flight bookings to Haikou during the Spring Festival is expected to grow by over 40% [4] Infrastructure and Service Development - Hainan's tourism infrastructure and service offerings need to evolve to meet the increasing demand from international visitors [11][12] - There is a call for the development of high-quality, reasonably priced tourism products and the introduction of international service standards [12][13] - Emphasis on cultural integration and the creation of globally recognized cultural landmarks is essential for enhancing Hainan's international appeal [12][13]