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“肉眼可见的巨变”!海南封关首周,世界为何惊叹?
Guan Cha Zhe Wang· 2025-12-24 11:39
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]
液冷再次聚焦,26年确定性增长!| 1223 张博划重点
Hu Xiu· 2025-12-23 13:55
| 档势线 | | 大盘趋势线 ▼ 九转 事件 热点回溯 加自选 均线 窗 预测 ◆ | | | 上指数 000001 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 日 (2) ◎ 中 (1) 日 (1) (1 3041 | 3919.98 | +2.62 | +( | | | | | 3937.13 | 上证指数ETF | 0.00% | | | | | | 3920 | 三市成交额(沪深京) | | 1. | | | | | | 硕估成交额 | | 1. | | | | | 3910 | 较上日此时 | | +3 | | | | | | 沪股通额度余额 | | 额 | | | | | | 总市值 | | 64. | | | | | | 流通市值 | | 59. | | | | | 3876 | 最新 | 3919.98 昨收 | 3 | | | | | | 涨跌 | +2.62 开盘 | 3 | | | | | | 涨幅 | +0.07% 最高 | 3 | | | | | 3843 | 振幅 | 0.67% 最低 | 3 | | | | | ...
封关启航 透视海南自贸港的新角色与新机遇
Sou Hu Cai Jing· 2025-12-23 10:35
中国上市公司网/文 2025年12月18日,海南自由贸易港全岛封关运作正式启动。封关不是封岛,而是指将海南岛全岛建成一 个海关监管特殊区域,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。 "一线放开":海南自贸港与关境外国家和地区之间,实施自由便利进出举措。海南与境外之间的货物、 资金、人员往来更加自由。绝大多数进口商品享受"零关税",符合条件的货物可径予放行,无需在口岸 久等。 "二线管住":海南自贸港与内地之间,实施精准管理,防止零关税商品无序流入内地市场,保障内地市 场秩序。 "岛内自由":在海南自贸港内,各类要素货物、资金、人员可以自由流动,形成高度便利的营商环境。 海南岛是我国的第二大岛,面积广大、资源丰富、四面环海。它背靠我国超大规模市场,面朝充满活力 的东盟经济圈,是连接东亚与东南亚、南亚的重要节点,也是面向太平洋、印度洋的重要对外开放门 户。自从要建自贸港,中央的顶层设计就说得很明白,海南发展不能以转口贸易和加工制造为重点。目 标很明确,就是奔着"试验最高水平开放政策"去的,它要发展的是,旅游业、现代服务业、高新技术产 业这些,要更加注重人的全面发展、要充分激发发展活 ...
兆新股份:公司设立海南兆核贸易有限公司优化业务架构
Zheng Quan Ri Bao Wang· 2025-12-23 09:13
证券日报网讯12月23日,兆新股份(002256)在互动平台回答投资者提问时表示,公司设立海南兆核贸 易有限公司,主要是通过这一布局优化业务架构,积极拓展主营业务上下游细分领域。公司将持续关注 海南自由贸易港相关政策,全面评估其可能带来的长期发展机遇。 ...
海南“半价豪车”真相:代购违规,15年强制报废还得补缴巨款
Guo Ji Jin Rong Bao· 2025-12-23 08:01
Core Viewpoint - Hainan is set to become the world's largest free trade port, surpassing Singapore, Dubai, and Hong Kong, following the official operation of its customs closure policy [1] Group 1: Luxury Car Market Impact - The launch of Hainan's customs closure has led to significant discounts on luxury cars, with prices dropping by 35%-40% compared to mainland market prices, attracting considerable consumer interest [3] - The high tax rates on imported vehicles in mainland China, which can reach up to 116.58%, have been a barrier, but the new policy allows for substantial price reductions, making luxury cars more accessible [3] - However, the zero-tariff policy for imported vehicles is limited to enterprises engaged in transportation and tourism, with strict conditions that must be met [4][5] Group 2: Automotive Industry Cost Structure - The zero-tariff policy is expected to reduce the tax burden on automotive manufacturers by 20%-22%, leading to a decrease in overall vehicle production costs by 18%-20% [7] - For example, a medium-sized car manufacturer importing 1 billion yuan worth of parts could save approximately 25 million yuan annually due to the elimination of tariffs and taxes [8] - The simplification of customs procedures has also improved efficiency, reducing the number of required declaration items from 105 to 33 [8] Group 3: Attracting Investment and Industry Growth - Hainan's favorable tax policies, including a 15% corporate income tax rate for qualifying electric vehicle and technology companies, are designed to attract foreign investment and encourage local manufacturing [9] - The "processing value-added 30% exemption" policy allows multinational companies to establish assembly bases in Hainan, enhancing their market access to mainland China [9] - These policies are expected to create a dual advantage of a "tariff-free zone" and logistical convenience, potentially attracting more businesses to the region [9]
海南三亚十五五规划建议:全力建设世界知名宜居宜游宜业现代化滨海城市
Ge Long Hui· 2025-12-23 02:05
格隆汇12月23日|据三亚发布,中共三亚市委关于制定国民经济和社会发展第十五个五年规划的建议发 布。建议提出,统筹推进"五位一体"总体布局,协调推进"四个全面"战略布局,锚定"三区一中心"战略 定位和"一本三基四梁八柱"战略框架,围绕打造"一标杆、五个区"发展目标,完整准确全面贯彻新发展 理念,全面提高经济社会发展水平,全力建设世界知名宜居宜游宜业现代化滨海城市,努力在把海南自 由贸易港打造成为引领我国新时代对外开放的重要门户中挑大梁、当先锋,奋力谱写中国式现代化海南 篇章三亚章节,确保在基本实现社会主义现代化建设走在全国同类城市前列上取得决定性进展。 ...
“海南自由贸易港” 概念:最有望翻倍的10家公司(名单)
Sou Hu Cai Jing· 2025-12-23 01:21
不做标题党!不打广告!踏踏实实 精心整理每个概念的热点公司 优质公司 正宗公司!股市有风险,入市 需谨慎! 海南自贸港政策红利:2025年12月18日,海南自贸港全岛封关运作正式启动,以"零关税、低税率、简税 制"为核心的政策体系全面落地。封关后,海南成为"境内关外"特殊区域,政策红利涵盖免税消费、跨境 贸易、跨境金融、高端制造等领域,为企业提供成本洼地与增长新曲线。 市场扩容效应:2024年海南入境游客达111万人次,同比增长115.6%;封关后预计国际旅客突破500万人 次,直接拉动免税、旅游、交通等行业增长。零关税商品范围从1900项扩至6600项,覆盖74%的税目,企 业进口成本大幅降低。 投资逻辑:聚焦政策刚需型行业(免税、物流、基建)、高景气赛道(新能源、医药、跨境金融)、资源 垄断型标的(土地、港口、航线),筛选业绩可见、估值合理的个股。 注意:以下内容绝不构成任何投资建议、引导或承诺,仅供交流研讨。 1. 神农种业 核心题材:种业振兴+海南特色农业+加工增值免税 亮点: 依托三亚南繁基地培育抗台风水稻、耐旱玉米,2025年出口量同比增长60%,纳入"加工增值30%免关 税"试点后,种子深加工附 ...
怎样理解积极扩大自主开放
Xin Lang Cai Jing· 2025-12-22 20:23
第一,更加注重规则对接。主动对接国际高标准经贸规则,建立同国际通行规则相衔接的合规机制。扩 大面向全球的高标准自由贸易区网络,持续推进加入《全面与进步跨太平洋伙伴关系协定》、《数字经 济伙伴关系协定》和世界贸易组织《政府采购协定》。全面深入实施自由贸易试验区提升战略,更大力 度开展制度型开放试验,推动自由贸易试验区提质增效和扩大改革任务授权。加快推进海南自由贸易港 核心政策落地。扩大免签国家范围,不断优化便利人员往来政策措施。以负面清单方式推动服务和投资 谈判,扩大市场准入,推动"边境后"开放,对标推进国内相关领域改革,落实好"准入又准营",着力塑 造吸引外资新优势。 第二,更加注重服务业开放。扩大服务业开放是高水平开放的重点。推动扩大电信、医疗领域的开放试 点,稳妥有序扩大教育、文化领域自主开放,深化服务业扩大开放综合试点示范,提升现代服务业开放 水平。创新提升服务贸易,深入实施跨境服务贸易负面清单,建设国家服务贸易创新发展示范区。办好 中国国际进口博览会、中国国际服务贸易交易会、中国国际投资贸易洽谈会等展会,吸引更多知名企业 投资、更多服务业态落地。便利专业人才跨境流动,推进数据跨境高效便利安全流动。 第 ...
黄金站上4400,难道是新一轮上涨开始了?|1222 张博划重点
Hu Xiu· 2025-12-22 15:50
12月22日,市场高开高走,三大指数集体反弹,创业板指涨超2%。沪深两市成交额1.86万亿,较上一个交易日放量1360亿。 沪指站上3900点整数关和60日均线这一牛熊分界线,创业板指也强势反包收复10日均线。截至收盘,沪指涨0.69%,深成指 涨1.47%,创业板指涨2.23%。 | 大涨板块 | 251222 (周1) | 251219 (周5) | 251218 (周4) | 251217 (周3) | 251216 (周2) | | --- | --- | --- | --- | --- | --- | | 1 | 海南自由贸易港23 | 大消费17 | 玩天15 | 液冷服务器14 | 无人驾驶10 | | 2 | 光通信12 | 海南自由贸易港7 | AI医疗11 | 光通信16 | 大消费16 | | 3 | 国产芯片17 | 核聚变8 | 大消费22 | 锂电池10 | 数字人民币4 | | র্ব | 民爆2 | 无人驾驶11 | IP经济/谷子经济3 | PCB板9 | 航天12 | | ર | 师天10 | 师天15 | 光通信3 | 大消费8 | 智能电网2 | | 6 | ST股23 ...
海南坚守民生承诺:让每位老年人都能安享晚年
Zhong Guo Xin Wen Wang· 2025-12-22 11:48
海南坚守民生承诺:让每位老年人都能安享晚年 中新网海口12月22日电 (张茜翼 黄方舟)"让每位老年人都能安享晚年,是我们始终坚守的民生承 诺。"22日在海口举行的"高标准建设海南自由贸易港"系列主题新闻发布会——海南省民政事业"十四 五"时期发展改革成效专场上,海南省民政厅厅长龙丁敏如是说。 人口老龄化和养老问题是海南自贸港民生保障的"暖心工程"。截至2024年末,海南常住人口1048.31万 人,其中60岁及以上人口183.06万人,占比17.46%。 龙丁敏表示,"十四五"时期,海南聚焦"兜底线、保基本、促普惠、强产业"目标,全力构建与自贸港定 位相匹配的老龄事业和养老服务体系。 5年来,海南通过统筹机制提效、友好生态共建、保障网络织密,持续夯实幸福养老根基。引人注目的 是,在海南,老龄工作纳入省委、省政府督查事项;社会保障体系、养老服务体系、健康支撑体系建设 一体统筹推进,老年助餐服务行动、法律服务助老护老行动、银龄行动等7件为老重点实事项目得以持 续组织实施好。 据介绍,海南已有43个社区获评全国示范性老年友好型社区,25个社区正在积极创建;全省建成352支 老年志愿服务队,注册老年志愿者超5万人, ...