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帮主郑重:海南封关不是封岛!20年财经老兵拆解3个中长线机遇
Sou Hu Cai Jing· 2025-12-19 16:42
最近好多朋友追着问我,帮主,海南封关到底是啥意思?是不是以后去海南得办通行证,跟去港澳一 样?还有人说这就是个炒房噱头,到底值不值得关注?作为做了20年财经记者、一直盯着中长线的投资 者,今天我跟大伙好好拆解拆解,这次海南封关到底藏着哪些真机遇,咱们普通人又该怎么抓。 第二个机遇,是医疗旅游和高端消费的"品质升级"。喜欢旅游的朋友可能已经发现,现在去海南的国际 航班越来越多了,因为海南已经对85个国家免签。封关后,这个优势会更明显,而且博鳌乐城国际医疗 旅游先行区的政策更给力了,国外已经上市、国内还没获批的新药和医疗器械,在这儿就能直接用。我 认识的一个做康养产业的朋友,已经在乐城布局了高端体检中心,他说以前客户要去国外做的特殊治 疗,现在在海南就能实现,而且进口医疗设备免税,成本降了,价格也更亲民。另外,岛内居民以后还 能免税买部分进口日用品,离岛免税的品类也会更丰富,这会让海南从单纯的度假胜地,变成集旅游、 康养、高品质消费于一体的目的地,相关的高端酒店、特色康养机构、免税商业运营方,都是值得长期 关注的。 第三个机遇,是高端产业和跨境金融的"集聚效应"。做中长线投资,最看重的就是产业集聚带来的长期 价值 ...
海南封关,彻底告别“下一个香港”定位,独特开放模式震动全国
Sou Hu Cai Jing· 2025-12-19 07:43
Group 1: Changes for Businesses and Individuals - The official closure of Hainan Island on December 18, 2025, has led to significant changes, allowing companies to process imported goods like soybeans and beef without high tariffs, saving substantial costs that are reinvested in production and hiring [2] - Consumers are benefiting from lower prices on luxury items, such as BMW cars, and an expanded range of duty-free products, enhancing their quality of life [4] - The introduction of high-end medical services and equipment locally has made healthcare more accessible for residents [4] Group 2: Open Policy Management - Hainan's approach to "closure" is not about isolation but rather facilitating smoother entry and exit for goods and people, with over 80 countries and regions able to visit without visas [6] - To prevent policy loopholes, goods enjoying tax exemptions must be declared when leaving the island, and vehicles can only remain on the mainland for 120 days per year, ensuring a balanced interaction between the island and the mainland [8] - The core of Hainan's policy is to balance openness and control, attracting resources and talent while protecting the national tax system [12] Group 3: Unique Competitive Position - Hainan is not competing with Hong Kong as a free port; instead, it focuses on serving the domestic market by attracting global resources for local output [14] - The tax policies and measures in Hainan aim to foster growth in innovation, manufacturing, tourism, and high-tech industries [14] - Hainan's strategy is complementary to the Guangdong-Hong Kong-Macao Greater Bay Area, with Hainan focusing on production and application while the Bay Area emphasizes research and innovation [16] Group 4: Exploration and Development - Hainan is establishing itself as a new model of openness, not by mimicking Hong Kong but by creating its own path, with policies continuously evolving based on practical needs [18] - The goal is to serve as a practical open channel for domestic residents and businesses, aligning consumer needs with entrepreneurial motivation while showcasing a new form of Chinese openness to the world [18] - Hainan is transforming into a crucial tropical window connecting domestic and international markets, with these changes occurring in real-time [18]
海南封关,楼市还能等到新的接盘侠吗?
Sou Hu Cai Jing· 2025-12-19 06:21
12月18日,海南自贸港正式启动封关运作,这标志着海南将成为一个"境内关外"的特殊区域,政策上类似香港的"境外"地位。 "一线放开,二线管住,岛内自由"的监管模式落地,海南进入全面开放新阶段。 但问题来了:楼市还能靠政策红利再火一把吗? 从"冰封"到"松绑",海南楼市曾经经历了什么? 2018年4月,海南出台全国最严楼市限购令,全域限购,部分城市甚至只能本地人购房。没有五年社保没有海南身份很难买房。一夜之间,楼市被"冻 住"。 但2024年初,政策开始松动:海口限购区社保要求维持5年,非限购区降至2年;限售年限从5年缩至2年;企业购房条件放宽。 这是作为"楼市调控最严省"的海南,在执行了6年的全域限购后,各市县政策陆续迎来松动。 那么,海南的楼市因此变好了吗? 效果如何?数据说话: 新的机会来了。就在海南封关进入倒计时之际,海南楼市成交已经出现成交井喷,果然,每一次海南迎来国家级政策大利好时,最早爆发的,总是楼市, 这次也不例外。 这次海南封关,海南楼市虽然也暴涨了,但这个暴涨的幅度,和前两次相比,只能算是小巫见大巫。 封关前一周(12月8-14日),海口住宅备案成交370套,环比暴涨127%。 三亚更猛:2 ...
海南封关不是“代购狂欢”,通州法院提醒警惕“套代购”违法陷阱
Xin Jing Bao· 2025-12-19 05:58
12月18日,海南自贸港正式启动全岛封关运作。这一历史性节点让"零关税"政策再度成为社会关注焦 点,也让部分人将目光投向离岛免税的"差价红利",试图通过所谓"轻松套利"的操作牟利,却不知此类 行为已触碰法律红线。 兼职陷阱——"带货赚薪"需警惕 北京市通州区人民法院以具体情景拆解海南封关后,"套代购"行为究竟藏着哪些法律风险。 认清"套代购"行为的违法本质 厘清"套代购"的法律边界,是规避违法陷阱的第一步。 根据《中华人民共和国海关对海南离岛旅客免税购物监管办法》及相关规定,"套代购"包含两种明确的 违法形式:"套购"是指组织利用他人购买离岛免税品的资格和额度购买免税品,并且在国内市场再次销 售牟取非法利益的行为。"代购"是指利用自己购买离岛免税品的资格和额度为他人购买免税品,同时收 取代购费的行为。 这两种行为的本质,都是将国家赋予个人的免税购物福利违规转化为商业盈利,不仅会扰乱正常市场秩 序,还会造成国家税款流失,属于法律明确禁止的行为。 小利陷阱——"蝇头小利"不可贪 海南宝妈小张想做"海南代购",利用他人免税额度在免税店集中购买化妆品、奢侈品,通过朋友圈发布 信息,以略低于市场价格销售,并每单收取十几 ...
海南“封关”运作正式启动!普通人能薅到啥福利?
Sou Hu Cai Jing· 2025-12-19 04:17
12月18日,备受全球瞩目的海南自由贸易港全岛封关运作正式启动,标志着这片承载着国家战略使命的热土,正式迈入"封关运作、高度开 放"的全新发展阶段。 对于海南自贸港全岛封关运作的正式启动,不少人第一反应是"去海南要办通行证了?""买东西会更麻烦?""这波政策和我有关系吗?"。 别慌!其实"封关"不是"封岛",反而会给普通人带来一波实打实的福利,给企业家打开政策红利窗口。今天,港盛移民就为你把海南封关的核心逻辑、个 人利好、企业机遇讲得明明白白。 很多人以为"封关"就是"限制进出",这其实是最大的误解! 这里提到的"封关",不是封岛,也不是关闭边境;而是把全岛划为"境内关外"特殊监管区域,核心是"一线放开、二线管住、岛内自由":管的是货物进 出,不管人员往来。内地居民凭身份证坐飞机、火车进出海南,流程和现在一模一样,甚至85个国家的免签政策还会让国际往来更便利。 海南的"封关"运作模式类似于香港的自由港政策。两者都享有高度的贸易自由和便利化措施,但在具体制度设计上存在差异。 香港作为独立关税区,其海关监管体系与国际高度接轨,而海南的"封关"改革开放下的特殊海关安排,可以理解为 "境内关外"的特殊海关管理模式。 ...
封关后,海南自贸港有啥红利?一颗椰子告诉你
Jin Rong Shi Bao· 2025-12-19 03:17
Core Viewpoint - The recent "Hainan Free Trade Port" initiative is expected to significantly enhance the economic landscape of Hainan, providing various benefits such as zero tariffs, increased tourism, and financial support for local industries [3][18]. Group 1: Economic Benefits - The core benefit of the Hainan Free Trade Port is the exemption of import tariffs on foreign goods entering the island, which reduces costs for local processing and increases competitiveness in international markets [7]. - The expansion of the duty-free shopping policy has led to increased consumer spending, benefiting local products and boosting sales for the coconut industry [8]. - The new logistics policies allow for efficient processing and distribution, significantly lowering logistics costs and improving the overall supply chain for local products [9]. Group 2: Financial and Talent Influx - The free trade port has facilitated easier cross-border capital flows, enabling local businesses to access funding through banks and attract foreign investment for agricultural development [12]. - The arrival of agricultural and logistics experts is enhancing the productivity and value of local crops, including coconuts, thereby increasing the overall economic potential of the region [13]. Group 3: Market Opportunities - The Hainan Free Trade Port is expected to create consumer benefits by making imported goods cheaper and enhancing the overall tourism experience [14]. - The initiative is likely to spur explosive growth in sectors such as tourism, modern services, and high-tech industries, creating new market opportunities [15]. - The favorable policies are attracting capital investment, making Hainan a promising location for both physical investments and financial asset allocation [16].
海南封关引爆全网!新加坡中转降11%,中国改写全球贸易格局
Sou Hu Cai Jing· 2025-12-19 01:46
2025年12月18日,海南自由贸易港正式启动全岛封关运作。 这个筹备7年的超级工程,不仅让国内消费者期待"买奢侈品省一半"的福利,更在全球贸易圈掀起波澜 ——靠马六甲海峡"吃中转饭"几十年的新加坡,首当其冲感受到压力,而多国人士则纷纷为中国扩大开 放的决心点赞,称这是"全球贸易的强心针"。 很多人至今还在误解"封关"二字,以为这是要把大门关起来过日子,实则这完全是一场对于传统关税边 界的重新定义。 按照官方确定的"一线放开、二线管住、岛内自由"的规则,这个超级工程本质上是将海南岛变成了一个 巨大的"国际超级仓库"。 而当这些货物想要进入中国内地这个拥有14亿人口的腹地时,政策给了前所未有的"绿色通道":只要你 在岛上进行加工,且增值幅度超过30%,进口关税就直接免除。 恰恰是这条"加工增值超30%免关税"的规则,配合上零关税的进口原料,如同一把利刃,精准切入了新 加坡最核心的利益腹地。 让我们把目光投向那个扼守马六甲海峡咽喉的城市国家。新加坡,这块仅有735平方公里的弹丸之地, 长期以来依托地理天赋予它的特权,垄断了亚洲绝大部分的转口贸易。 打开它的账本你会发现,外贸总额竟占到了GDP的300%以上,这其中 ...
突发特讯!海南封关,这群外籍主播为何扎堆涌入,引全球高度关注
Sou Hu Cai Jing· 2025-12-19 00:44
Group 1 - The core viewpoint of the article emphasizes that Hainan's policy changes are not merely superficial but serve as a significant attraction for foreign talent, particularly in the live streaming industry [1][3] - Hainan's new policies facilitate the entry and residence of foreign professionals, with work and residence permits processed in just three days, reducing approval times by over 70% [3] - The introduction of a "double 15%" tax incentive for cross-border e-commerce companies lowers operational costs by 15%-20% compared to mainland China, making Hainan an attractive location for businesses [3] Group 2 - Foreign live streamers in Hainan are not just simple sales tools; many possess advanced degrees and have lived in China for over four years, allowing them to effectively communicate and promote Chinese products [5] - These streamers help break down cognitive barriers, fostering trust in Chinese products among overseas consumers by emphasizing quality and craftsmanship [5] Group 3 - Hainan aims to establish itself as a "global logistics hub" rather than a traditional manufacturing base, allowing companies to focus on research and production while utilizing comprehensive services for market entry and operations [7] - The model of "goods not produced in Hainan but value-added in Hainan" is being implemented, with cross-border e-commerce exports reaching approximately 2 billion yuan in recent years [7] Group 4 - The role of foreign streamers extends beyond commerce; they act as cultural "decoders," sharing insights into Chinese culture, such as tea appreciation, which creates emotional connections with overseas audiences [9] - The composition of the streamer teams is based on cultural affinity, enhancing relatability and reducing the sense of unfamiliarity for international consumers [9] Group 5 - Hainan's opening up is viewed as a test of its commitment to high-level openness, with the influx of foreign streamers indicating a positive market response to its policies [11] - The presence of these foreign professionals in Hainan symbolizes China's broader strategy of embracing global engagement and enhancing its international presence [11]
海南正式封关,一文讲透你想知道的7件事
Core Viewpoint - The article discusses the implications of the Hainan Free Trade Port's full closure operation, emphasizing the opportunities and changes it brings to businesses and residents in Hainan, particularly through tax incentives and simplified regulations [5][6]. Group 1: Concept of "Border Control" - The term "Hainan closure" does not imply isolation but rather a new concept of "domestic border control," allowing free movement of people while regulating goods [8][10]. - Visitors to Hainan will no longer need special permits, as they can enter with just an ID card, while enjoying duty-free shopping similar to airport duty-free stores [10][11]. Group 2: Taxation Changes - The shift from a "positive list" to a "negative list" for tax exemptions means that only specified goods will incur tariffs, increasing the proportion of duty-free items from 21% to 74% [18]. - The introduction of a new sales tax system simplifies the tax process for businesses, reducing costs and potentially lowering retail prices [25][28]. Group 3: Business Opportunities - Hainan's manufacturing sector can benefit from lower costs due to the elimination of tariffs on imported materials, provided that the value-added processing exceeds 30% [21][23]. - The two 15% tax rates for corporate and personal income taxes are designed to attract high-end talent and businesses to Hainan, making it an appealing destination for investment [39][41]. Group 4: Consumer Impact - Residents and tourists in Hainan will experience an increase in available duty-free products, enhancing their shopping experience without the need to travel abroad [32][34]. - The new EF account system will facilitate faster cross-border transactions, benefiting businesses engaged in international trade [36].
海南封关:不封岛的红利,老百姓的生活升级礼包
Sou Hu Cai Jing· 2025-12-18 23:56
消费购物的优惠最是直观可感。封关后,零关税商品清单从1900多项大幅扩容至6637项,覆盖美妆、家电、保健品、高端数码等74%的商品类别,相当于 把"国际免税超市"搬到了家门口。岛内居民只要一年内有一次离岛记录,就能不限次数享受15类免税商品"即购即提",进口面霜、高端相机等商品价格比内 地低20%-30%,动辄能省下数百上千元。岛外游客年度10万元免税额度不变,还新增了宠物用品、乐器、微型无人机等品类,购物选择更丰富,不用再依赖 代购就能买到全球好货。 更让人安心的是,封关不会推高整体生活成本。随着产业链完善和物流效率提升,商品供给更充足,物价将保持平稳,而零关税带来的进口商品降价,会让 老百姓的日常消费更划算。人员往来、快递寄递与以往并无二致,无需额外办理证件,出行和生活都不受影响。 就业创业的舞台被彻底拓宽。封关带来的政策红利正吸引生物医药、数字经济、海上风电、跨境电商等高端产业扎堆入驻,叠加15%的企业所得税优惠,优 质企业纷纷落地扩产。这不仅催生了研发、技术等高端岗位,免税零售、跨境物流、国际旅游、酒店餐饮等服务业岗位也持续激增,让求职者不用背井离乡 就能对接优质工作机会。对创业者而言,加工增值30 ...