2026年1月19日 星期一 海南自贸港封关首月离岛免税销售金额达48.6亿元 1月18日，海南自由贸易港封关运作满月。据海口海关统计，自2025年12月18日至2026年1月17日，海口海关共监管离岛免税购物金额48.6亿元，同比增长 46.8%；购物人数74.5万人次，同比增长30.2%；购物件数349.4万件，同比增长14.6%。消费者购物热情高涨，充分展现出离岛免税市场的澎湃活力。（新 华社） 2 中国与中亚国家货物贸易额首破千亿美元 记者1月18日从商务部获悉，中国与中亚国家货物贸易规模再创新高，进出口总值历史上首次突破1000亿美元大关，连续5年保持正增长。中国首次跃居中亚 各国第一大贸易伙伴，中亚占中国外贸的比重进一步上升。商务部欧亚司负责人介绍，2025年，在元首外交战略引领下，中国与中亚国家经贸合作取得长足 发展。据中国海关统计，全年货物贸易进出口达到1063亿美元，同比增长12%，增速较上年提高6个百分点。（新华社） 1 封关"满月" 海南自贸港新增备案外贸企业超5000家 2026年1月18日，海南自由贸易港封关运作迎来"满月"。记者当天从海关总署获悉，受自贸港封关利好和开放磁吸效应影响 ...

Group 1 - The Hainan Free Trade Port has seen over 5,000 new registered foreign trade enterprises since its operation began on December 18, 2025, indicating a positive impact from the port's closure and open policies [5] - In the first month of operation, the duty-free sales amount reached 4.86 billion yuan, a year-on-year increase of 46.8%, with 745,000 shoppers, reflecting a 30.2% increase in shopping participation [5] - China's trade with Central Asian countries has surpassed 100 billion USD for the first time, reaching 106.3 billion USD in total trade value, a 12% year-on-year growth [5] Group 2 - The State Council has initiated a Level 4 emergency response for low-temperature rain and snow disasters in four provinces due to expected severe weather from January 18 to 21 [6] - The railway department plans to temporarily suspend certain passenger trains from January 19 to 20 due to the anticipated impact of heavy snowfall [7] Group 3 - Guizhou Moutai has warned consumers about fraudulent applications for its products, clarifying that it has not authorized any third parties to solicit applications for its products [11] - Rongbai Technology is under investigation by the China Securities Regulatory Commission for misleading statements regarding a major contract worth over 120 billion yuan with CATL [12] - An explosion at Baotou Steel's rare earth steel plate factory resulted in 2 fatalities and 78 injuries, highlighting the need for improved safety measures [13] Group 4 - Ubiquitous has signed a service agreement with Airbus for humanoid robots, marking a significant step in expanding the application of humanoid robots in the global aerospace manufacturing sector [15] - The successful landing buffer test of the "Chuan Yue" manned spacecraft by Beijing Chuan Yue Aerospace Technology Co., Ltd. demonstrates advancements in China's commercial space sector [17]

Policy Benefits - The Hainan Free Trade Port has seen significant policy benefits, with "zero tariff" goods under first-line supervision valued at 750 million yuan and 85.867 million yuan for second-line goods since the closure on December 18, 2025 [2] - Hainan Hai Run Pearl Co., Ltd. has benefited from the processing and value-added policies, reducing its comprehensive tax rate from 52% to approximately 26%, allowing for more funds for R&D [2] Economic Activity - The average daily number of duty-free shoppers in Hainan is about 25,000, indicating a vibrant consumer market post-closure [4] - In January, Hainan saw a 48.8% year-on-year increase in the number of inbound and outbound personnel at Haikou Customs, totaling 311,000 [5] - The total amount of duty-free shopping monitored by Haikou Customs reached 4.86 billion yuan, a 46.8% increase year-on-year, with 745,000 shoppers recorded [6] Trade and Investment - The opening of the first seventh freedom passenger route in China marks a significant step in Hainan's high-level openness in the aviation sector [7] - The number of large vessels over 200 meters has increased significantly, with a nearly 20% year-on-year growth in the number of large vessels piloted since the closure [8] - Hainan has registered 83 vessels under the "China Yangpu Port" since the closure, with several shipping companies expressing interest in the area [8]

Group 1 - The Hainan Free Trade Port has seen significant growth in foreign trade enterprises, with 5,132 new registered foreign trade companies since the closure on December 18, 2025 [1] - The average approval time for enterprise registration has been reduced by nearly 60%, with over 100 inquiries received daily through a single hotline [1] - In the first month of operation, customs regulated zero-tariff goods worth 750 million yuan, benefiting local enterprises, hospitals, and research institutions [1] Group 2 - The duty-free shopping market in Hainan has shown remarkable growth, with a total shopping amount of 4.86 billion yuan, a year-on-year increase of 46.8% [2] - The number of shoppers reached 745,000, reflecting a 30.2% increase, while the number of items purchased grew by 14.6% to 3.494 million [2] - The Hainan Free Trade Port has attracted more travelers, with 311,000 people passing through the Hainan air port, marking a 48.8% year-on-year increase [2]

Core Insights - The Hainan Free Trade Port has successfully operated for one month, showcasing significant policy benefits, vibrant business and tourism activities, and an upgraded transportation network [1] Policy Benefits - Hainan's processing and value-added policies have directly benefited companies like Hainan Hairun Pearl Co., which has seen its comprehensive tax rate drop from 52% to approximately 26%, allowing for increased R&D funding [2] - As of January 17, the Haikou Customs has supervised "zero tariff" goods worth 750 million yuan, with an additional 85.867 million yuan in value-added tax exemptions for processed goods [2] - The Hainan Nuclear Power Co. successfully imported valve equipment worth about 2.4 million yuan, saving approximately 900,000 yuan in taxes [2] Business Activity - The number of newly registered foreign trade enterprises in Hainan has increased by 5,132 in just one month, indicating a growing interest in the region [5] - The average daily number of people engaging in duty-free shopping has reached about 25,000, with significant increases in shopping amounts and participants [4][7] - Duty-free shopping revenue reached 4.86 billion yuan, a year-on-year increase of 46.8%, with 745,000 shoppers participating, marking a 30.2% increase [7] International Cooperation - Hainan has established a cooperative agreement with Kazakhstan's Kyzylorda region, enhancing agricultural investment and cross-border trade [4] - The opening of the first seventh freedom passenger route in China, connecting Prague and Sanya, marks a significant step in Hainan's aviation sector [8] Maritime Developments - The number of large vessels navigating to Hainan has increased, with a nearly 20% year-on-year growth in the number of large ships being piloted since the port's closure [8] - Seven new international vessels have registered under "China Yangpu Port," indicating a growing maritime presence [8]

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The luxury goods retail revenue in China is showing signs of recovery, with high-end brands like LVMH, Hermès, and Prada experiencing positive growth since Q2 2025 [15][16] - The global network literature market is witnessing rapid growth, particularly in Latin America, with WebNovel reaching nearly 400 million cumulative users by October 2025 [34][35] - The micro-drama and comic-drama market in China is projected to exceed 100 billion yuan in 2025, significantly surpassing the film box office revenue [37][38] - The probiotic market is expanding, with a focus on next-generation probiotics (NGPs) like AKK bacteria, which show significant potential in health applications [55][63] Summary by Sections 1. Duty-Free Shopping - Post-New Year duty-free shopping in Hainan shows strong growth, with sales reaching 3.89 billion yuan and a 49.6% year-on-year increase in shopping amount [31][33] - The high net worth individuals are expected to drive luxury consumption, with a notable increase in spending on preservation-type luxury goods [15][16] 2. Network Literature - The Chinese network literature market reached 49.55 billion yuan in 2024, with a 29.37% year-on-year growth, while the overseas market grew by 10.68% [34] - WebNovel has cultivated nearly 530,000 authors and over 820,000 original works, with a significant increase in user engagement [34][35] 3. Micro-Drama - The micro-drama and comic-drama market in China is expected to reach 100 billion yuan in 2025, with a 98% year-on-year growth [37][38] - The user base for micro-dramas is approaching 700 million, with a strong preference among female viewers [40][42] 4. Probiotics - The global probiotic market is projected to grow at a CAGR of 8.7%, reaching 93.49 billion USD by 2028, with China's market expected to reach 134.89 billion yuan by 2024 [55][63] - Next-generation probiotics like AKK bacteria are gaining traction, with significant potential in health management and consumer interest [55][63]

Group 1: Policy Benefits and Economic Impact - Hainan Free Trade Port has seen significant policy benefits, with "zero tariff" goods under "first-line" supervision valued at 750 million yuan since the closure on December 18, 2025 [5][6] - The comprehensive tax rate for companies like Hainan Hairun Pearl has decreased from 52% to approximately 26%, allowing for more funds to be allocated for research and development [3][5] - The number of newly registered foreign trade enterprises in Hainan has increased by 5,132 in just one month, indicating a growing interest in the region [9] Group 2: Trade and Investment Growth - The total value of duty-free shopping in Hainan reached 4.86 billion yuan, a year-on-year increase of 46.8%, with 745,000 shoppers participating [12] - The opening of the first seventh freedom passenger route in China marks a significant step in Hainan's aviation sector, enhancing connectivity and tourism opportunities [13] - The number of inbound and outbound personnel at Hainan's air ports reached 311,000, a 48.8% increase compared to the previous year [8] Group 3: Infrastructure and Logistics Development - The number of large vessels over 200 meters has increased significantly, with a nearly 20% rise in the weekly pilotage of large ships since the port's closure [15] - Seven international ships have registered under "China Yangpu Port" since the closure, reflecting the growing maritime interest in Hainan [15] - The establishment of a comprehensive transportation network is being prioritized, with ongoing upgrades to both air and sea logistics [16]

Group 1 - The Hainan Free Trade Port officially started its full island closure on December 18, 2025, marking a new chapter with a special customs supervision area covering over 30,000 square kilometers [1] - The processing and manufacturing industry in Hainan has opened new opportunities, with daily truck transport volumes ranging from 2,500 to 2,600 vehicles since the closure [1] - A food company in Hainan reported a business volume of approximately 50 million yuan in the past month, benefiting from a tax exemption of 6 million yuan due to the new policies [1] Group 2 - Over 22,000 new business entities have been established in Hainan since the closure, with 4,709 new foreign trade enterprises registered in just 24 days [2] - The expansion of the industrial chain in Hainan is accompanied by infrastructure upgrades to support future growth [2] Group 3 - The popularity of duty-free shopping has surged, with 585,000 visitors participating and spending 3.89 billion yuan in the first month, representing a year-on-year increase of 32.4% and 49.6% respectively [3] - An average of 24,000 people per day engaged in duty-free shopping, with daily spending reaching 160 million yuan [3] Group 4 - The adjustment of the duty-free shopping policy has not only stimulated local residents' shopping enthusiasm but also expanded the benefits to travelers departing from Hainan [4] - The number of foreign travelers entering Hainan has increased by 46.5% year-on-year, with 180,000 visitors recorded since the closure [4] Group 5 - Hainan's Free Trade Port is set to continue expanding its open fields and optimizing policy design, aiming to align with international high-standard trade rules [5] - Future plans include enhancing cooperation with other free trade ports like Hong Kong, Singapore, and Dubai to facilitate domestic enterprises' international competition [5]

在品牌与商品供给上，30 家新店集中亮相，包括迪奥美妆全球最大旗舰店、MONCLER 海南首家全球 最新形象双层店等，同时引入浪琴表中免首发款等 70 余款独家商品，汇聚近 1000 个国内外知名品牌， 涵盖珠宝腕表、护肤彩妆、时尚精品、3C 数码、餐饮零售等多元业态，满足消费者全品类、高品质的 购物需求。 封关后，海口海关以智慧监管为引擎，从商品入库到旅客提货，构建了一套全链条、智能化、高效率的 海关监管服务模式。依托大数据平台和"集中+自动"审单系统，实现免税品"即到即报、即审即放"，显 著节约企业时间与物流成本，为封关平稳运行提供保障。(完)【编辑:刘欢】 中免集团(海南)运营总部有限公司(简称中免海南运营总部)有关负责人介绍，从销售数据来看，1 月 1 日中免海南区域线下门店与线上商城单日销售额突破 3 亿元，封关首日销售额超 2.5 亿元、同比增长 90%。 封关之后，中免海南运营总部所属各门店打破传统免税购物边界，以 "商品 + 场景 + 服务" 创新模式为 核心，深化 "免税 + 文旅""免税 + 生活" 融合，打造沉浸式、多元化的消费新场景。 中新网海口1月18日电 (记者 王子谦)海南自贸港 ...

Core Viewpoint - The new offshore duty-free policy implemented in November last year has significantly boosted consumer spending in Hainan, with an expansion of duty-free product categories and a shift towards domestic goods and daily necessities [1][2]. Group 1: Policy Impact - The number of duty-free product categories has increased from 45 to 47, allowing for a broader shopping list that now includes more domestic and everyday items [1][2]. - Both departing travelers and local residents in Hainan are eligible for duty-free shopping, with local residents allowed unlimited purchases of "immediate pick-up" items based on their travel records [2]. Group 2: Consumer Behavior - Data shows that from December 18, 2025, to January 10, 2026, the number of duty-free shoppers reached 585,000, with total spending of 3.89 billion yuan, marking year-on-year increases of 32.4% and 49.6% respectively [1]. - In the first month of the new policy, departing travelers purchased 4,100 duty-free items worth 9.063 million yuan, while local residents bought 13,903 items totaling 1.0808 million yuan [2]. Group 3: Business Strategies - Hainan is actively developing a "duty-free + entertainment," "duty-free + sports," and "duty-free + cultural tourism" model, supported by 16 fiscal measures to enhance the integration of duty-free shopping with events [1][2]. - The optimization of customs supervision and logistics has improved the efficiency of duty-free goods circulation, with innovations such as "first in the zone, then declare" customs procedures and a smart regulatory system [3]. Group 4: Future Recommendations - It is suggested to enhance the duty-free supply chain by introducing more product categories and ensuring quick replenishment of popular items [4]. - The integration of duty-free shopping with high-end events and the promotion of quality domestic products are recommended to meet the diverse and personalized shopping needs of consumers [4]. Group 5: Strategic Importance - As China's opening-up strategy deepens and the Hainan Free Trade Port continues to develop, offshore duty-free shopping is expected to become a significant window for Hainan to connect with the world and showcase its openness [5].