封关运作不仅是一场牵动制度重构、产业升级、民生改善的系统性变革，更承载着探索最高水平开放形 态，将制度型开放向纵深推进的使命。 三亚凤凰机场免税店。拍摄：张旭 海南自由贸易港研究院院长迟福林向21世纪经济报道记者表示，"制度型开放"不再是传统的政策优惠、 关税减免，而是聚焦于规则、规制、管理、标准的国际化与法治化。 "十五五"规划建议提出，"高标准建设海南自由贸易港"。《海南自由贸易港建设总体方案》中提出，聚 焦贸易投资自由化便利化，建立与高水平自由贸易港相适应的政策制度体系。在外贸领域，推动加工增 值免关税政策不断扩围增效；在外资领域，海南实行全国最短外商投资准入负面清单；在对接高标准经 贸规则领域，海南高质量实施《区域全面经济伙伴协定》…… （原标题：金融便利、外资落户、产业扩围，海南自贸港打造制度型开放样板） 21世纪经济报道 记者周潇枭 见习记者张旭 北京报道 12月18日，海南自由贸易港正式启动封关运作。封关后，海南岛全岛将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。 封关运作首日，中国银行完成澳斯卡粮油封关后EF账户首笔跨二线异名划 ...

在海南宣布封关后，嗅觉敏感的资金爆炒A股海南板块，27个股中22只封住涨停，A股再现炒地图行 情！ 12月22日，海南自贸板块全线爆发，一度超过20只股票涨停板。神农种业、康芝药业、洲际油气、安通 控股、海南瑞泽、海南机场等涨停，甚至连ST板块的*ST双城、*ST椰岛、ST葫芦娃也被资金盯上，先 后封住涨停，截至收盘，海南板块27个股中22只封住涨停。剩余5只个股也大幅上涨，中钨高新大涨 8.57%，金盘科技上涨7.85%，广晟有色上涨5.8%，ST华闻上涨3.81%，钧达股份上涨3.02%。同花顺数 据显示，海南板块全天成交360.4亿元，主力净流入42.9亿元。 | 海南 882011 | | | | --- | --- | --- | | 2580. 010 +221.875 +9.41% | | | | 旅游在TF® | +1.76% | 买板块 | | 最新 2580.010 --- | | 563 2393.201 | | 涨跌 +221.875 最高 | | 2590.290 | | +9.41%最低 涨幅 | | 2393.201 | | 振幅 8.36%均价 | | 6.148 | | 21 ...

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》、 ...

（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。 ...

政策面上，12月18日，海南自由贸易港正式启动全岛封关，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。 12月22日早盘，海南省国资、海南自贸港、三沙、海航系等概念板块集体走强，海南机场（600515）、中国中免（601888）、神农种业（300189）、海峡 股份（002320）等近20只个股涨停。 截至午间收盘，海南省国资、海南自贸港两大概念板块分别收涨10.01%、9.36%；海运、贸易等行业也涨幅居前，均收涨2.11%。下午开盘后相关板块继 续维持强势表现。 国泰海通证券交运首席分析师岳鑫也认为，"零关税、低税率、简税制"将加速区域经济与相关产业发展，有望拉动客货流动。 据三亚市商务局数据，封关首日全市免税销售额达1.18亿元；据海口海关统计，首日"一线"进口"零关税"享惠货物3.6亿元，主要为原油、航空器材 等，"二线"监管内销加工增值免关税货物1468.9万元，免征关税80.8万元，涉及医疗器械、药品、食品等品类。 "制度层面的降本增效将持续改善经营主体成本结构，提升货物贸易自由化与便利化水平，并增强市场活跃度。"开源证券分析师黄泽鹏表示，从消费端 看，政策红利将 ...

Core Viewpoint - The Hainan stock market has seen a significant surge, particularly in the "Hainan sector," driven by the policy benefits from the Hainan Free Trade Zone's customs closure and zero tariff implementation [1][3]. Group 1: Market Performance - As of midday on December 22, stocks such as Shennong Agricultural and Kangzhi Pharmaceutical reached the daily limit of 20%, with 23 stocks in the Hainan sector hitting their upper limits [1]. - The Hainan Free Trade Zone index rose by 9.59%, with notable individual stock performances including Shennong Agricultural (+20.03%) and Kangzhi Pharmaceutical (+19.96%) [2]. Group 2: Policy Impact - The customs closure marks a new development phase for the world's largest free trade port, implementing a customs supervision system that allows for "one line open, one line controlled, and free movement within the island" [3]. - The number of taxable items under the zero tariff policy has increased from over 1,900 to approximately 6,600, covering 74% of all taxable items, which is expected to reduce import tax burdens by about 20% for related enterprises [3][5]. Group 3: Economic Benefits - Hainan Airlines has utilized the zero tariff policy to import aviation materials worth approximately 350 million yuan, saving over 50 million yuan in taxes since 2020 [4]. - On the first day of the customs closure, the value of goods benefiting from zero tariffs reached 360 million yuan, primarily including crude oil and aviation materials [4]. - The consumer response has been strong, with Sanya's duty-free sales reaching 118 million yuan on the first day, and foot traffic in duty-free stores increasing by over 60% year-on-year [4]. Group 4: Future Outlook - Institutions are optimistic about the long-term development opportunities following the customs closure, with expectations that the zero tariff policy will enhance cost structures for enterprises and boost tourism consumption [5]. - The short-term demand for travel is expected to rise, with significant increases in flight bookings to Hainan, particularly around the New Year holiday [4][5].

12月22日，A股市场"海南板块"再度成为最亮眼的风景线。截至午盘，神农种业与康芝药业均20CM涨停，海南瑞泽、海南机 场、海南高速、海南发展等23只个股相继封板，板块内掀起涨停潮。 | | 海南自贸区 | | | | --- | --- | --- | --- | | | 885894.TI | | | | 名称代码 | 最新价 | 涨跌幅 ⇒ | 涨跌额 ▶ | | ▽海南自贸区 1889.052 | | 9.59% | 165.266 | | 神农种业 | 7.13 | +20.03% | 1.19 | | 创 300189.SZ | | | | | 康芝药业 | | | | | 创 300086.SZ | 13.22 | +19.96% | 2.20 | | 洲际油气 | 2.93 | +10.15% | 0.27 | | 600759.SH | | | | | 海南瑞泽 | 5.89 | +10.09% | 0.54 | | 002596.SZ | | | | | 海南机场 | 5.25 | +10.06% | 0.48 | | 600515.SH | | | | | 欣龙控股 | 6.68 | + ...

2025.12. 22 本文字数：904，阅读时长大约2分钟 作者 | 第一财经 林春挺 12月22日，即海南自贸港正式封关后的第四天，市场热情高涨。截至当天上午收盘，"海南自由贸 易港"板块表现强劲，大幅上涨9.47%。根据第一财经记者统计，板块内23只个股涨停。 12月18日，海南自贸港全岛封关运作正式启动，这是中国坚定不移扩大高水平开放、推动建设开放 型世界经济的标志性举措。当天，多名在海南投资建厂的企业主要负责人向第一财经记者表示，海南 自贸港封关将释放出更多红利。18日当天，"海南自由贸易港"板块下跌4.15%，19日上涨4.44%。 海南现代管理研究院院长王毅武也表示，海南自贸港推行的"零关税"政策，表明海南在全国改革开 放进程中发挥着样板、牵引和 典型 的作用。 "零关税"是海南自贸港政策制度体系的主要特征之一，旨在通过分步骤、分阶段实施关税减免政 策，降低企业进口成本。封关之后，海南"零关税"商品范围大幅拓展，由之前的1900个税目暴增至 6600个，比例从21%跃升至74%。 这一政策调整将给企业带来了实实在在的利好。公开资料显示，自2020年至今，海南航空累计进口 发动机、空气循环机等20 ...

Core Viewpoint - The official closure of Hainan Free Trade Port on December 18 marks a significant step in China's commitment to high-level openness and the construction of an open world economy, leading to a surge in market enthusiasm and stock performance in the related sector [1][2]. Group 1: Market Performance - As of December 22, the "Hainan Free Trade Port" sector saw a strong performance, with a notable increase of 9.47%, and 23 stocks within the sector hitting the daily limit [1]. - Following the closure announcement, the sector experienced a decline of 4.15% on December 18, but rebounded with a 4.44% increase on December 19 [1]. Group 2: Policy Impact - The "zero tariff" policy is a key feature of the Hainan Free Trade Port's regulatory framework, aimed at reducing import costs for businesses through phased tariff reductions [1]. - The scope of "zero tariff" goods has expanded significantly from 1,900 tax items to 6,600, increasing the proportion from 21% to 74% [1]. Group 3: Economic Benefits - Since 2020, Hainan Airlines has imported aviation materials worth approximately 350 million yuan, saving over 50 million yuan in tariffs and VAT due to the zero tariff policy [2]. - The total import value of raw materials, vehicles, and self-use production equipment under the zero tariff list reached 29.22 billion yuan, with tax reductions amounting to 5.474 billion yuan [2]. - As of November this year, the processing value exempt from tariffs in Hainan Free Trade Port has reached 11.42 billion yuan, with a total tax reduction of 878 million yuan [2]. Group 4: Strategic Positioning - Hainan Island, as China's second-largest island, is strategically positioned with abundant resources and serves as a vital gateway for trade between East Asia, Southeast Asia, and South Asia, enhancing its role in the global economic cycle [2].

Core Viewpoint - The recent implementation of the "zero tariff" policy for imported vehicles in Hainan has generated significant public interest, particularly regarding its implications for consumers and businesses [3][5][10]. Group 1: Zero Tariff Policy for Imported Vehicles - The "zero tariff" policy allows eligible imported vehicles to be exempt from customs duties, value-added tax, and consumption tax, significantly reducing vehicle prices [3][5]. - For example, a Toyota Hiace valued at 227,000 yuan had tax exemptions of approximately 84,000 yuan, resulting in a price reduction of nearly 40% [3][5]. - However, this policy is limited to enterprises engaged in transportation and tourism in Hainan, and personal purchases are not permitted [5][6]. Group 2: Conditions for Eligibility - Vehicles must be used for operations and equipped with satellite positioning systems connected to regulatory networks [6]. - The vehicle's origin and destination must include at least one location within the Hainan Free Trade Port, and it must not stay in mainland China for more than 120 days annually [6][8]. - Enterprises must meet specific criteria, such as operating for over three years with a fleet of at least 15 vehicles or importing more than ten "zero tariff" vehicles at once [6][8]. Group 3: Consumer Impact and Market Response - The introduction of the "zero tariff" policy has led to a surge in consumer interest, with many looking to book flights to Hainan [10][15]. - The Hainan government is also distributing consumer vouchers, which can further reduce prices on various products, including gold and electronics [10][12]. - For instance, a 40-gram gold ornament can save consumers over 8,000 yuan when combined with government vouchers [10][12]. Group 4: Tourism and Travel Trends - Flight bookings to Hainan have increased significantly, with over 720,000 tickets sold for the upcoming New Year holiday, marking a 10% year-on-year growth [15][17]. - Popular routes include flights from Beijing, Chengdu, and Shanghai, with some tickets exceeding 2,000 yuan [17][47]. - The international flight bookings to Hainan have also seen a notable increase, with a 40% rise in international ticket reservations for the holiday period [17][47]. Group 5: Broader Implications of Hainan's Free Trade Port - The full closure of Hainan's Free Trade Port aims to create a special customs area, enhancing trade and travel convenience [20][52]. - The policy allows for a broader range of zero-tariff goods, expanding from 21% to 74%, covering over 6,600 products [53][54]. - The initiative is expected to boost economic opportunities and attract international resources, positioning Hainan as a significant hub for trade and tourism [28][60].