250 | 上使用品加盟费 国务院常务会议: 要靠前发力抓落 IIA PROSE 五五"开好局、起好步 启动全岛封关 实,确保"十 总管250期 Imancia 2025年12月22日 每周金融评论 .. Financial Weekly 每周金融评论 | 目录 CONTENTS 热点聚焦 FOCUS 7 海外中国共计出处的社内的经济。 ツ 内田口久/ビルーＶロ４/１７ ◎ 日本央行如期加息25个基点至0.75%，政策利率水平创30年来新高 重大会议 MEETINGS ◎ 国务院常务会议:要靠前发力抓落实，确保"十五五"开好局、 起好步 重大政策 POLICIES ◎ 央行正式发布《金融机构客户受益所有人识别管理办法》 ◎ 三部门联合发布《互联网平台价格行为规则》 02 重大事件 EVENTS ◎ 《 保险公司资产负债管理办法 》 征求意见稿发布 重要数字 DATA ◎ 11月银行结售汇顺差157亿美元 外汇市场继续保持平稳运行 热点 聚焦 海南自贸港正式启动全岛封关 2025年12月18日，海南自由贸易港正式启动全岛封关运作。同时，《关于海南自由贸易港货物进出"一线""二线"及在岛内流通税 收政策的通知》、 ...

自由贸易港概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000572 | 海马汽 车 | 9.99 | 17.18 | 90657.18 | 35.18 | | 601888 | 中国中 免 | 10.00 | 4.55 | 77671.90 | 9.91 | | 600221 | 海航控 股 | 9.83 | 7.63 | 49564.18 | 10.55 | | 000735 | 罗牛山 | 9.97 | 18.62 | 33234.89 | 15.13 | | 603300 | 海南华 铁 | 10.04 | 15.82 | 30264.31 | 12.57 | | 002320 | 海峡股 份 | 10.03 | 3.04 | 20511.71 | 24.34 | | 600515 | 海南机 | 10.06 | 3.39 | 17150.70 | 10.78 | | | 场 | | | | | ...

截至12月22日收盘，赛马概念上涨4.55%，位居概念板块涨幅第2，板块内，5股上涨，珠江钢琴、海南 橡胶、*ST正平等涨停，中体产业、中牧股份等涨幅居前，分别上涨2.93%、0.49%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 9.45 | 毛发医疗 | -0.70 | | 赛马概念 | 4.55 | 家庭医生 | -0.66 | | 自由贸易港 | 3.91 | 无人零售 | -0.60 | | 中芯国际概念 | 3.73 | IP经济(谷子经济) | -0.58 | | 铜缆高速连接 | 3.39 | 超级品牌 | -0.48 | | 国家大基金持股 | 3.28 | 电子竞技 | -0.45 | | F5G概念 | 3.15 | 短剧游戏 | -0.45 | | 共封装光学(CPO) | 3.14 | 租售同权 | -0.43 | | 存储芯片 | 3.02 | 草甘膦 | -0.43 | | 光刻胶 | 2.91 | 牙科医疗 | -0.39 | 今日涨跌幅居前的概念板块 资金面上看，今日赛马概念板块 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 今天全市场暴涨，又能开开心心找原因了！一起来看看发生了什么事情。 股市暴涨 12月22日，A股全天走强， 沪指重返3900点上方，截至收盘， 沪指涨0.69%，深成指涨 1.47%，创业板指涨2.23%。 指数大涨的情况下，美中不足的是，今天市场有大约一半的个股处于下跌状态，市场共 2984 只个股上涨，105只个股涨停，2265只个股下跌。 此外，亚太市场全线大涨。 | 名称 | 最新 | 涨幅↓ | 涨跌 | | --- | --- | --- | --- | | 越南胡志明 | 1747.25 | 2.52% | 42.94 | | VNINDEX | | | | | 韩国 KOSPI200 | 582.73 | 2.52% | 14.33 | | KOSPI200 | | | | | 韩国KOSPI | 4105.93 | 2.12% | 85.38 | | KS11 | | | | | 菲律宾马尼拉 | 6041.26 | 2.03% | 120.39 | | PSI 延 | | | | | 日经 225 | ...

（原标题：迟福林：海南自贸港是"最高水平开放形态"） 12月18日，海南自由贸易港正式启动全岛封关运作。日前，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接受了21世纪经济报道记者的专访。 迟福林介绍，自由贸易港是当今世界最高水平的开放形态。自由贸易试验区的开放政策可复制、可推 广，但海南自贸港是"最高水平开放形态"，其核心政策不可复制。 "零关税、低税率、简税制"是海南自由贸易港政策制度体系的核心，下一步，除个别商品外，要全面实 行"零关税"，并尽快实现低税率政策向普惠制拓展。同时要将增值税、消费税、车辆购置税等进行简 并。 从海南出发，4小时飞行时间可以覆盖亚洲21个国家和地区、约47%的全球人口、全世界约30%的 GDP。海南要在中国与RECP区域合作中发挥战略枢纽作用，突出特色、优势，重点向三个方向发力： 加快建设国际旅游消费中心，全方位扩大以消费为重点的市场需求，将更多消费留在国内； 发挥热带资源和生态环境优势，打造面向东盟的农产品加工储藏交易基地； 发挥深海、育种、航天等资源优势，布局新质生产力，与内地涉海科研机构与企业合作。 ...

华人华侨、外籍人士看好海南自由贸易港封关运作—— 更加开放的海南自贸港，与世界共享机遇 海南日报全媒体记者 12月18日，海南自由贸易港正式启动全岛封关，这是中国坚定不移扩大高水平对外开放、推动建设 开放型世界经济的标志性举措，不仅镌刻下自贸港建设的里程碑，更向世界传递出清晰坚定的开放承 诺。 情系琼岛，见证历史。 消息传开，海外华侨华人欢欣鼓舞，外籍人士纷纷点赞，这份跨越山海的热烈反响，既饱含着对故 土发展的深情期许，更彰显着对中国开放发展的坚定信心。 侨心向海聚动能 建设中国特色自由贸易港，这项重大使命落于海南，不仅着眼于海南的历史和现实，更放眼世界的 发展与变革。海外华侨对海南自由贸易港启动全岛封关格外关注。 "海南自由贸易港全岛封关启动，是个振奋人心的好消息，我衷心祝贺。"加拿大华人社团联席会共 同主席王化说。 "在乐城先行区工作生活的体验非常好，这里开放、包容且充满活力的国际化环境让我感觉很 好。"海南博鳌乐城国际医疗旅游先行区一龄生命养护中心国际医疗合作发展处一处招商经理韩松来自 巴基斯坦。他说，便利的人才签证政策和无障碍的语言环境，让他迅速融入了乐城。 在韩松看来，海南自贸港全岛封关将加速全球医 ...

海南自贸港18日启动全岛封关运作。这是中国坚定不移扩大高水平对外开放、推动建设开放型世界 经济的标志性举措。 昂鲁尼认为，自贸区、自贸港如今已经成为区域及全球供应链的"综合节点"，是现代物流、数字经 济、高附加值服务及可持续发展项目的枢纽。 他说，要保持竞争力和差异化，自贸区、自贸港必须具备创新能力，特别是在数字海关、自动化技 术及循环经济等塑造下一代自贸区、自贸港的关键领域保持领先。 （来源：光明日报） 转自：光明日报 世界自由区组织首席执行官萨米尔·昂鲁尼近日在接受新华社记者专访时表示，海南自由贸易港全 岛封关运作是建立高标准自贸体系的关键举措，展现了中国政府稳步推进制度型开放的决心。"封关运 作将加速贸易流动、推动产业发展，吸引制造业、服务业和先进物流领域投资，推动海南成为具备全球 竞争力的枢纽。" 世界自由区组织成立于2014年，总部位于阿联酋迪拜，是一家致力于推动全球自由区创新与发展的 非营利机构。 （新华社迪拜12月20日电 记者夏晓） 昂鲁尼曾四次到访海南，对这座美丽、舒适的岛屿印象深刻。他表示，海南自贸港有完善的基础设 施、高效的交通体系和高品质的酒店服务等，具有明显的发展优势。今后，海南自贸 ...

Core Insights - The Hainan Free Trade Port is undergoing significant institutional changes, with a focus on implementing a "zero tariff" policy that has expanded from 21% to 74% of goods, covering approximately 6,600 tax items, posing a challenge to Singapore's regional hub status [1][3]. Policy Changes - Hainan officially launched its full island closure operation on December 18, marking a strategic shift initiated five years ago with the release of the Hainan Free Trade Port Construction Overall Plan in June 2020 [3]. - The province has expanded its duty-free processing policy from the Yangpu Free Trade Port Area to the entire region, with 129 pilot enterprises approved by October 2025 [3]. - Hainan has introduced a negative list for cross-border data flow management, facilitating unique digital economy cooperation models such as "game exports" [3]. Economic Performance - Hainan's annual average growth rate for goods trade has reached 31.3%, significantly surpassing the national average, while actual foreign investment has grown at an annual rate of 14.6%, also above the national average [5]. - The geographical advantage of Hainan as the nearest maritime exit for Southwest and Northwest China allows for an average time savings of about 10 days compared to routes from Eastern China [6]. Competitive Landscape - Hainan is positioned as the shortest port route from China to Southeast Asia, as well as to Africa, Europe, and Oceania, directly challenging Singapore's traditional hub status [7]. - The competition has expanded into various sectors, including shipping, where the "China Yangpu Port" has registered 73 international vessels with a total capacity of 7.1631 million deadweight tons [8]. Financial Sector Developments - Hainan's multi-functional free trade account policy is being optimized, with innovative measures such as "one line open, two lines managed" and limited cross-border management for same-name accounts [9]. - The annual duty-free shopping limit for Hainan has been raised to 100,000 yuan per person, with total duty-free shopping exceeding 200 billion yuan by the end of August 2025, enhancing its competitiveness in attracting regional consumption [9]. Future Outlook - Post-closure, Hainan is expected to save approximately 20% in tax costs for imported equipment, with customs facilitating the clearance of "zero tariff" and bonded goods, significantly improving efficiency [10]. - Hainan's policies are expected to strengthen its appeal for high-end manufacturing and modern service industries, while Singapore is attempting to solidify its economic influence in Southeast Asia through deeper cooperation with Japan [11]. - Hainan's strategy includes establishing commercial cooperation platforms targeting Thailand, Malaysia, Singapore, and Indonesia, contrasting with Singapore's "choosing sides" approach [11].

Core Viewpoint - The establishment of Hainan Free Trade Port marks a significant step in China's high-level opening-up strategy, signaling the country's commitment to deepening openness and improving the institutional environment for foreign investment amidst rising global trade tensions and protectionism [1][4]. Group 1: Implementation of Hainan Free Trade Port - On December 18, Hainan Free Trade Port officially commenced operations, with the first batch of goods benefiting from "zero tariffs" and other special measures successfully entering the market [2]. - The new regulatory model of "first line open, second line controlled" was implemented, allowing for significant cost savings for businesses, exemplified by a ship carrying 179,000 tons of petrochemical raw materials that saved nearly 10 million yuan in import costs [2]. - Siemens Energy inaugurated a gas turbine assembly base in Hainan, marking the first major foreign investment project post-closure, highlighting the port's appeal for manufacturing and investment [2][10]. Group 2: Long-term Benefits and Policy Framework - The closure is designed to create a clearer and more predictable regulatory environment, facilitating higher levels of openness while managing risks effectively [3]. - The "zero tariff" policy has expanded significantly, increasing the number of zero-tariff items from over 1,900 to more than 6,600, raising the overall zero-tariff level from 21% to 74%, which is expected to save import equipment companies about 20% in tax costs [6][7]. - The "processing value-added 30% tax exemption" policy allows eligible enterprises to import raw materials, process them in Hainan, and sell them to the mainland without incurring import duties, resulting in significant tax savings [6]. Group 3: Investment and Talent Attraction - The low corporate tax rate of 15% for encouraged industries has attracted nearly 4,300 enterprises to benefit from this policy, leading to a significant influx of talent and capital into Hainan [7]. - The personal income tax policy provides exemptions for high-end and scarce talent, further enhancing Hainan's attractiveness as a destination for skilled professionals [7]. - Over the past five years, Hainan has seen the establishment of 8,089 foreign-invested enterprises, with actual foreign investment reaching 102.5 billion yuan, indicating its growing status as a global investment hotspot [11]. Group 4: Future Development and Digital Economy - The Hainan Free Trade Port is expected to enter an "industry carrying" phase, focusing on developing tourism, modern services, high-tech industries, and tropical agriculture, supported by a comprehensive industrial framework [12]. - Significant investments in digital infrastructure, including international submarine cables and data centers, are being made to support the growth of the digital economy and new computing power industries [13]. - The integration of policies and industry direction is anticipated to create a multi-layered attraction for enterprises, capital, and residents, with the potential for replicable and scalable institutional experiences beyond Hainan [13].

12月18日，海南全岛封关运作正式启动。从这一天起，海南成为一个"境内关外"的特殊区域，岛内大部分商品零关税，资本和货物自由流通。这个消息瞬间 引爆网络，普通人兴奋地计算着去海南买奢侈品能省多少钱，企业家们则紧盯着地图，盘算着新的商业版图。 在一片喧嚣中，一个老话题又被翻了出来：海南封关，谁是最大的输家？很多人第一反应是香港，以及那些依靠香港免税港地位积累起巨额财富的富豪们， 比如李嘉诚。毕竟，海南的零关税政策，直接冲击了香港零售业的根基，而零售业又是香港高昂地产租金的重要支撑。逻辑似乎很清晰：零售受冲击，租金 下滑，地产价值缩水，李嘉诚这样的地产大亨自然损失惨重。 但如果我们把目光从香港和海南之间移开，投向珠江口西岸一片叫做南沙的土地，答案或许会变得不同。真正的失落者，可能不是那个早已将资产遍布全 球、随时可以调转船头的"李超人"，而是那个早在四十多年前，就怀揣着一个"小香港"梦想，并将毕生心血和巨额财富倾注于此的家族霍英东家族。 上世纪80年代，当南沙还是一片滩涂和废墟时，霍英东先生就独具慧眼地看到了它的潜力。这里距离香港不过50海里，地理位置优越，但地价却比香港便宜 几十倍。一个宏伟的蓝图在他心中展开： ...