(新春走基层)广东徐闻港：护航海南自贸港跨海归家路 徐闻港副总经理吴俊锦表示，该港口强化安检管控，对过海车辆实施"全覆盖式"的危险品排查，同时深 化港航联动、部门协同，与气象、交警等部门实现信息实时共享，及时应对天气变化等突发情况；此 外，新增2艘新能源车辆专用运输船。 在徐闻港排队过海车辆。郑力巍 摄 中新网湛江2月9日电题：广东徐闻港：护航海南自贸港跨海归家路 作者 梁盛 谢剑锋 春潮涌动，年味渐浓。连日来，作为连接粤港澳大湾区与海南自贸港的水陆交通枢纽，广东湛江徐闻港 车水马龙，人声鼎沸，2026年春运出行高峰渐行渐近。 徐闻港待渡过海的旅客。苏广瑜 摄 "以前回老家过年，得连夜排队等船过海，现在提前在'徐闻港'公众号预约，车未到港，数据先行，待 渡不到半小时就能登船，太省心了！"来自湖南衡阳、手里抱着孩子的王女士告诉记者，今年她全家自 驾回海南三亚过年，提前一天预约购票，从进港安检到登船启航，都有志愿者引导，全程顺畅有序。候 船大厅的母婴室、热水供应等设施，让带着小孩出行的她倍感贴心。 老家在海南东方市的货运司机李师傅告诉记者，他常年往返于徐闻与海口之间，过渡琼州海峡运送两地 生活物资。"现在实行的' ...

Group 1 - The tourism cooperation meeting between Hainan and Guangdong aims to transform the Qiongzhou Strait from a transportation corridor into a regional tourism destination, enhancing cross-strait travel experiences through joint marketing and event organization [4] - Haikou's Fuxing City registered over 10,000 enterprises in 2025, with nearly 50% being digital trade companies, generating close to 200 billion yuan in revenue and 9 billion yuan in tax [4] - The new Haikou port has upgraded its services by partnering with logistics companies to offer luggage delivery and temporary storage for travelers, enhancing convenience for visitors [5] Group 2 - The first customs-regulated cargo train of the spring transportation season departed from Haikou, carrying over 640 tons of polyethylene in 22 containers, utilizing an intelligent monitoring system for rapid inspection [6] - The "Intangible Cultural Heritage New Year Shopping Month" event commenced in Haikou, featuring a blend of traditional and modern performances, showcasing local heritage through exhibitions and live demonstrations [8] - During the first week of the 2026 spring transportation season, the Ministry of Transport reported a cumulative cross-regional passenger flow of approximately 141.3 million, with a daily average of 20.2 million, reflecting a 2% increase compared to the previous year [10]

Core Insights - The article highlights the unique opportunities presented by Hainan's free trade port, particularly the upcoming full island closure operation in 2025, which is seen as a catalyst for cross-border trade and logistics [1][2] - International brands and supply chain resources are increasingly gathering in Hainan, enhancing the local business ecosystem and infrastructure [2] Group 1: Business Environment - Imani and Gloria, cross-border livestreamers from Morocco and the Democratic Republic of Congo, are capitalizing on Hainan's favorable policy environment and efficiency for foreign nationals [1] - The full closure operation in 2025 is expected to facilitate freer trade flows and more convenient cross-border logistics, directly connecting Hainan to global consumers [1] Group 2: Market Strategy - The livestreamers are not only promoting local Hainan products globally but also bringing international goods to Chinese consumers, positioning themselves as micro-hubs connecting Hainan with global markets [2] - They plan to continue focusing on cross-border livestreaming while exploring diverse digital trade forms, indicating a long-term vision for Hainan's growth over the next five to ten years [2]

证券研究报告|社会服务 岛民免税政策落地，海南自贸港再迎利好 [Table_ReportType] ——社会服务行业快评报告[Table_ReportDate] [事件Table_Summary] ： 2 月 5 日，财政部、海关总署、税务总局联合印发《关于海南自由 贸易港岛内居民消费的进境商品"零关税"政策的通知》，自公布 之日起实施。《通知》规定，对海南自由贸易港岛内居民在指定经 营场所购买的进境商品，在免税额度和商品清单范围内免征进口关 税、进口环节以及国内环节增值税和消费税。 投资要点： ⚫ 岛民免税政策正式出台，政策要点包括： 岛民享惠范围大幅提升，覆盖日常消费。与离岛免税政策中对海南 岛内居民的特殊政策相比，此次岛民免税政策惠及范围显著扩大。 政策商品种类覆盖岛民日常刚需消费品，无需具备离岛记录即可随 时购买，预计将与跨境电商及本地零售商超形成渠道竞争。在 202 项正面清单中，超半数商品为食品饮料类，包括生鲜、水果、婴幼 儿奶粉及食品、调味品、宠物食品等，其余则为日化用品、母婴用 品、家居用品、文体用品等类别。 3036 ⚫ 岛民免税与离岛免税政策形成有效互补，有望持续演进。离岛免税 政策主要面 ...

展望后市，海南岛税收优惠体系进一步完善，未来政策清单有望逐步扩容，免税额度或根据市场需求动 态调整，推动海南成为国内进口消费集聚地，带动消费、物流等相关产业协同发展。长期来看，制度的 完善助力海南打造高水平开放新高地，同时为我国自贸试验区建设提供可复制、可推广的经验，推动我 国对外开放水平持续提升。 具体到A股市场，《通知》影响聚焦于海南自贸港及相关细分板块的结构性机会：免税零售板块有望受 益，岛内居民"零关税"消费需求释放，将带动相关免税企业营收增长；海南本地股将受益于政策红利持 续释放，尤其是布局海南免税、商业零售、物流的企业，迎来发展机遇。（光大证券微资讯） 该政策有两大值得关注的要点：一是政策覆盖范围明确，岛内居民包括持有海南省身份证、居住证或社 保卡的中国公民，以及在海南工作生活并持有居留证件的境外人员，每人每年免税购买额度累计不超过 1万元，商品聚焦日常生活所需，实行正面清单管理且将动态调整；二是政策与此前离岛免税、加工增 值免关税等政策形成协同，构建起"岛内居民消费+离岛旅游消费+产业发展"的多元税收优惠体系。 结合2026年海南自贸港封关后的政策成效来看，截至2026年1月27日，封关以来"零 ...

Industry Updates - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly announced a policy allowing residents of Hainan Free Trade Port to purchase imported goods at "zero tariffs," with a tax exemption limit of 10,000 RMB per person per year and no limit on purchase frequency [1] - The State Administration for Market Regulation is intensifying efforts to combat issues in live-streaming e-commerce, focusing on counterfeit goods and false marketing, and has initiated a special rectification campaign [1] - The Ministry of Industry and Information Technology has prioritized addressing the internal competition in the photovoltaic industry, aiming to achieve a dynamic balance between supply and demand through enhanced departmental collaboration [1] - Anhui Province has set a regional GDP growth target of 5% to 5.5% for 2026 [1] - The Internationally first and largest single-unit power compressed air energy storage compressor, developed by the Institute of Engineering Thermophysics of the Chinese Academy of Sciences and China Storage Energy (Beijing) Technology Co., has passed third-party testing with CNAS accreditation, reaching an internationally leading level [1] Company Updates - Kweichow Moutai responded to issues with the iMoutai App, stating that recent high demand and a surge in orders have led to difficulties in app loading and customer service line congestion [1] - Tesla's energy super factory has begun supplying capacity to multiple domestic and international markets [1] - Foxconn's new energy vehicle R&D center officially commenced operations on February 4 in Zhengzhou Airport, focusing on next-generation electronic and electrical architecture and smart driving technologies [1] - NewEase has announced that its 1.6T optical module products have achieved mass delivery and are in the process of continuous capacity enhancement [1] - Lei Jun announced via Weibo that the next-generation SU7 is expected to launch in April 2026, with pre-orders now open [1] - Yunding Xinyao signed an exclusive commercialization licensing agreement with Macao Teo, obtaining exclusive commercialization rights for MT1013 in China and the Asia-Pacific region (excluding Japan) [1] - Changan Automobile, in collaboration with CATL, is introducing sodium-ion batteries, planning to implement them in multiple models by 2026 [1]

搭建群众自我展示舞台 《大家的自贸港·全民喜乐会》文艺演出举办 2月4日，《大家的自贸港·全民喜乐会》文艺演出在海口观澜湖华谊冯小刚电影公社上演。演出 以"百姓参与、文艺呈现、喜乐共享"为脉络，由来自各行各业的建设者和群众轮番登台、倾情献艺，为 市民、游客送上一场热闹喜庆、暖意融融的文化盛宴。 据悉，"大家的自贸港·全民喜乐会"自启动以来，累计吸引34.6万人次参与互动，征集原创作品305 件。从征集中脱颖而出的众多优秀作品与表演者，汇聚于舞台，共同完成了一场充满活力与共鸣的"全 民喜乐会"。活动搭建了群众展示自我的舞台，凝聚了各行各业建设者的情感共鸣，同时也以文艺为 桥，传递出海南自贸港扬帆奋进、开放包容的时代风采。（记者 李梦楠） 现场，文化融合活力彰显，传统与现代碰撞共鸣。《琼剧说美食》以琼剧讲述本土美食故事，让人 耳目一新；来自喀麦隆的歌者与金岛乐队合作演绎的歌曲《琼海溜》尽显文化交融的温情；海南本土自 媒体博主"海浪不浪"携手海南SPC街舞团，将海南的市井烟火、青春活力融入街舞节拍。刚入驻海南的 初创企业海南Robot俱乐部带来的一群机器人"钢铁舞者"，动作精准而灵动，展示了科技创新能量。 由"00 ...

Core Viewpoint - The article highlights the advantages of the Hainan Free Trade Port's aircraft maintenance services, showcasing how it attracts international airlines like Royal Jordanian Airlines for comprehensive aircraft repairs and upgrades, resulting in significant cost and time savings for the airlines [3][6][7]. Group 1: Aircraft Maintenance Services - The Royal Jordanian Airlines Boeing 787-8 aircraft is undergoing maintenance at Hainan's one-stop aircraft maintenance base, which has become a hub for international airlines [3][4]. - The maintenance includes over 400 tasks such as 12-year inspections, landing gear replacements, cabin refurbishments, and system upgrades, demonstrating the extensive capabilities of the facility [5][6]. - The base has seen a growing number of international clients, with orders from Royal Jordanian Airlines scheduled until the end of 2026, indicating a strong demand for its services [4][6]. Group 2: Cost and Time Efficiency - Airlines benefit from significant cost savings due to the exemption from guarantee deposits and zero tariffs on imported parts, leading to a 10% to 15% reduction in overall maintenance costs [6][7]. - The one-stop service model allows for all maintenance tasks to be completed in one location, drastically reducing downtime and associated costs for airlines [6][7]. - The geographical advantages of the Hainan Free Trade Port also contribute to lower transportation costs for airlines from Southeast Asia, enhancing the appeal of the maintenance services [6][7]. Group 3: Future Prospects - The article anticipates that more airlines will take advantage of the Hainan Free Trade Port's maintenance services, driven by the efficiency and cost benefits highlighted [7]. - The ongoing development of the free trade port is expected to further enhance its attractiveness to international airlines, fostering growth in the aviation maintenance sector [7].

Core Insights - The People's Bank of China (PBOC) reported that Hainan Province's cross-border payment and receipt scale is expected to reach 115.4 billion USD by 2025, marking a 6.1% year-on-year increase, setting a historical high [1] - Hainan's cross-border payment and receipt scale has been steadily increasing due to the implementation of various foreign exchange innovation policies, including the "expansion of high-level opening pilot for cross-border trade and investment" [1] - The province's service trade is projected to grow at a rapid rate of 10.3%, while direct investment receipts are expected to total 53.55 billion USD, reflecting a 9.6% increase, with foreign direct investment rising by 32.5% to 9.54 billion USD [1] Financial Developments - By 2025, the total cross-border RMB settlement handled by banks in Hainan is projected to reach 551.4 billion CNY, an increase of 11.6%, with cross-border e-commerce settlements growing by 120.5% [2] - A total of 11 banks in Hainan have launched EF accounts, with 810 accounts opened, facilitating transactions equivalent to 350.9 billion CNY with entities in 91 countries and regions [2] - The financial activities in Hainan are expected to remain robust, with a return to normal growth rates in goods and service trade under the current account, and increased investment activities under the capital account driven by funding pool operations [2]

Group 1 - The chairman of the Strait Cross-Strait (Hainan) Investment Consulting Co., Ltd. plans to establish a factory in Yangpu for deep processing projects, importing soybeans from Russia to produce soy sauce and tofu for the Southeast Asian market [1] - The Hainan Free Trade Port policy is continuously releasing benefits, prompting businesses to seize opportunities for expansion [1] - The event in Haikou gathered numerous Taiwanese businesspeople to celebrate the New Year and discuss development opportunities in the Hainan Free Trade Port [1] Group 2 - The local government in Wuzhishan is accelerating the construction of rural revitalization projects, including a tea museum and tea exhibition center, to enhance the tea tourism industry [2] - A Taiwanese businessman plans to increase investment in the tea industry by developing tea-related educational projects and tourism accommodations [2] - A businessman involved in freshwater ornamental fish farming intends to start a new company focusing on Australian silver perch farming, leveraging the Hainan Free Trade Port policies to expand into overseas markets [2]