Group 1 - The Hainan Free Trade Zone concept rose by 1.65%, ranking 10th among concept sectors, with 21 stocks increasing in value, led by Luoniushan, Hainan Ruize, and Hainan Gaosu, which rose by 8.36%, 7.49%, and 5.33% respectively [1][2] - The concept sector saw a net inflow of 5.11 billion yuan, with 21 stocks receiving net inflows, and 10 stocks exceeding 30 million yuan in net inflow, with Luoniushan leading at 1.62 billion yuan [2][3] - The net inflow ratios for Luoniushan, Hainan Gaosu, and Hainan Ruize were 21.45%, 18.96%, and 17.61% respectively, indicating strong investor interest [3] Group 2 - The top gainers in the Hainan Free Trade Zone concept included Luoniushan, Hainan Gaosu, and Hainan Ruize, while the top losers were Lishang Guochao, Hainan Huatie, and ST Huluwa, which fell by 2.09%, 2.00%, and 0.72% respectively [1][5] - The trading volume and turnover rates for leading stocks in the Hainan Free Trade Zone concept were notable, with Luoniushan having a turnover rate of 10.85% and Hainan Ruize at 11.83% [3][4]

Group 1 - The acrylic acid concept sector rose by 1.88%, ranking 7th among concept sectors, with 8 stocks increasing in value, including Bohai Chemical which hit the daily limit, and Shuangxiang Co., Shenyang Chemical, and Baolijia showing gains of 4.49%, 2.93%, and 2.59% respectively [1] - The main inflow of funds into the acrylic acid concept sector was 158 million yuan, with Bohai Chemical leading the net inflow at 86.73 million yuan, followed by Wanhua Chemical, Satellite Chemical, and Rike Chemical with net inflows of 71.24 million yuan, 17.03 million yuan, and 11.80 million yuan respectively [2] - In terms of net inflow ratios, Bohai Chemical, Shenyang Chemical, and Rike Chemical had the highest ratios at 14.08%, 5.97%, and 5.93% respectively [3] Group 2 - The top stocks in the acrylic acid concept sector included Bohai Chemical with a daily increase of 10.10% and a turnover rate of 13.09%, while Wanhua Chemical increased by 1.14% with a turnover rate of 0.77% [3][4] - Stocks that experienced declines included Tianlong Group, which fell by 0.98%, and Benli Technology and Acoly, both down by 0.35% [1][4] - The overall performance of the acrylic acid concept sector indicates a positive trend, with significant capital inflows and several stocks showing strong gains [2][3]

三亚中央商务区管理局统计数据显示，2024年，该园区货物进出口总额同比增长68%，服务进出口总额 同比增长58%，实际利用外资同比增长32%。2025年一季度，园区货物进出口总额同比增长102.2%，服 务进出口总额同比增长51.1%。 自贸港政策加速三亚中央商务区外向型经济发展。近日，经海南省地方金融管理局会同相关部门审核认 定，海南自贸港首批三家跨境资金集中运营中心落地，标志着海南自贸港金融领域又一核心政策落地。 海南首单大宗商品掉期清算业务、三亚首笔新型离岸国际贸易业务、三亚首单境外艺术品保税通关业 务……在自贸港政策的加持下，多个外向型经济领域的首单业务在三亚中央商务区落地。 与此同时，三亚着力打造国际化营商环境，为自贸港政策落地、入驻企业发展提供助力。"我们在办理 境外直接投资(ODI)手续时，在海南岛外、正常情况下需要6个月以上时间才能办结，在三亚只用了3个 月就完成了这项工作。"沙俊臣说，这为企业布局海外市场提供了便利。 三亚中央商务区管理局营商环境促进中心主任左凤娟表示，2025年是海南自贸港封关运作、扩大开放之 年。接下来，园区将持续全方位优化营商环境，构建"候鸟+柔性+靶向"立体化国内外人 ...

证券研究报告 | 策略点评 2025 年 06 月 06 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 今日关注 指数涨跌情况：今日 A 股主要宽基指数多数下跌。截止收盘，沪指涨 0.04%， 收报 3385.36 点；深证成指跌 0.19%，收报 10183.70 点；创业板指跌 0.45%， 收报 2039.44 点；科创 50 跌 0.48%，收报 991.64 点。总体上全天个股涨跌各 半，Wind 数据显示，全市场 2600 只个股上涨，2602 只个股下跌，210 只个股 收平。沪深两市今日成交额合计 11520 亿元，较上个交易日缩量 1384 亿元。 行业涨跌情况：今日申万一级行业涨少跌多，有色金属、通信、石油石化、 建筑装饰和基础化工行业领涨，涨幅分别为 1.16%、1.00%、0.88%、0.79%和 0.74%，美容护理、纺织服饰、食品饮料、传媒和非银金融行业领跌，跌幅分 别为 1.70%、1.18%、0.92%、0.85%和 0.84%。 板块涨跌情况：今日涨幅居前概念板块为连板、海南自贸港、西藏振兴、工 业金 ...

6月6日，A股窄幅整理，盘面热点匮乏，截至上午收盘，上证指数午盘跌0.06%报3382.11点，深证成指跌0.18%，创业板指跌0.48%，北证50跌0.11%，科创 50跌0.41%，中证A500跌0.11%，A股半日成交7631.57亿元。 | 3382.11 -1.98 -0.06% | | | | 000001 | 上证指数 | ਐ | | --- | --- | --- | --- | --- | --- | --- | | SSE 11:30:03 交易中 | | | | | 中深市场核心指数 / ■ + | | | 全额 2896.85亿 关键比率 | | | | | | | | 成交量 244.09 Z | | | | 2023 | 2024 2025Q | | | 开盘 3384.29 | | | 毛利率 | 17.19 | 17.22 | 17.17 | | 最高 | | 3391.45 | 净利率 | 9.01 | 9.31 | 10.72 | | 最低 | | 3380.36 | | | | | | 市容率中M 14.6 市净率 | | 1.32 | EPS | 0.76 | 0.76 ...

【导读】算力股集体拉升，海南自贸区概念午前冲高 中国基金报记者 晨曦 6月6日上午，A股市场窄幅震荡。截至午间收盘，上证指数跌0.06%，深证成指跌0.18%，创业板指跌0.48%，北证50指数跌0.11%。 | 内地股票 它 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3382.11 | 10185.34 | 1433.08 | | -1.98 -0.06% -18.16 -0.18% -1.55 -0.11% | | | | 科创50 | 创业板指 | 万得全A | | 992.32 | 2038.87 | 5155.34 | | -4.09 -0.41% -9.75 -0.48% -3.20 -0.06% | | | | 沪深300 | 中证500 | 中证A500 | | 3873.06 5757.85 | | 4544.39 | | -4.50 -0.12% -12.12 -0.21% -5.15 -0.11% | | | | 中证1000 | 深证100 | 中证红利 | | 6156.56 | ...

随着海南自贸港建设成型起势，海南改革红利不断释放、营商环境持续优化，已经成为各类经营主 体投资创业的热土，海南国有企业更是在其中乘风破浪，迸发出澎湃活力，发挥着战略支撑作用。今年 是海南自贸港封关运作、扩大开放之年，本报今起开设专栏，挖掘海南国企改革成功经验，展现海南国 企在自贸港建设中的新作为、新成绩。 海南日报海口6月5日讯(海南日报全媒体记者 邵长春 通讯员 水晓丽)6月5日，海南物流集团控股 子公司海南物流集团综合交运物流有限公司以2.385亿元成功竞得海口市综合交运设施物流集散枢纽建 设项目(原海口汽车产业园项目)首批230亩建设用地，标志着海南自贸港汽车流通与后市场服务产业依 托现代物流，开启深度融合的实质化发展阶段。 近年来，在省国资委支持下，海南物流集团以系列重大项目建设践行 "畅通岛内岛外物流通道，降 低海南综合物流成本"使命，不断为区域经济发展注入新动能。 海南物流集团以重大项目建设为经济发展注入新动能 "物流+产业"双轮驱动 打造自贸港产业新高地 同时，该项目落地秀英区狮子岭工业园区，将提升园区产业集聚度，助力其打造自贸港产业新高 地。未来，海南物流集团将联动新海陆岛物流园、徐闻物流园区 ...

Core Insights - The establishment of the first three cross-border capital centralized operation centers in Hainan Free Trade Port marks a significant breakthrough for Sanya in facilitating the free flow of cross-border funds [1][2] - The recognition of Zijin International Holdings Co., Ltd. as a cross-border capital centralized operation center will allow enterprises to fully enjoy various policy benefits of Hainan Free Trade Port [1][2] Group 1: Policy Benefits - Enterprises can utilize multi-functional free trade accounts (EF accounts) for efficient collection and free allocation of domestic and foreign funds, significantly reducing exchange costs and time differences [1] - The preferential policies of "zero tariffs and low tax rates" in Hainan Free Trade Port will provide better tax arrangements for cross-border investment and profit repatriation, while simplifying foreign exchange registration processes [1] - The center will facilitate centralized management of cross-border capital pools, overseas lending, and coordination of foreign debt quotas, providing strong financial support for global strategic layouts [1] Group 2: Economic Development - The successful recognition of Zijin International Holdings as a cross-border capital centralized operation center is a milestone in the development of Sanya's outward-oriented economy and reflects the integration of financial and trade industries in Sanya Central Business District [2] - As of 2024, Sanya Central Business District has 8,872 registered enterprises, with imports and exports increasing by 68% year-on-year, service imports and exports up by 58%, and actual foreign investment rising by 32% [2] - Zijin Mining Group invested 2 billion RMB to establish Zijin International Holdings in Sanya Central Business District as its international operations headquarters, focusing on global trade, investment, and talent services [2] Group 3: Future Plans - The Sanya Central Business District Management Bureau plans to leverage the existing base of enterprises engaged in cross-border trade and investment to enhance the functions of headquarters enterprises in the free trade port [2] - The bureau aims to assist enterprises in improving the safety of funds and the efficiency of cross-border capital utilization, attracting both outbound cross-border trade enterprises and inbound foreign multinational companies to promote industrial agglomeration effects [2]

Group 1 - The establishment of a cross-border e-commerce comprehensive pilot zone across Hainan Island is expected to enhance international trade dynamics, supported by more liberal trade policies [4][5] - The "zero tariff, low tax rate, and simplified tax system" policy is being gradually implemented in Hainan, which is anticipated to attract businesses to set up international distribution centers and high-value-added operations [5][9] - The new policy allows market entities across Hainan's 18 cities and counties to benefit from customs, tax, and foreign exchange policy advantages, promoting the development of the "9610" cross-border e-commerce export model [7][9] Group 2 - Hainan's cross-border e-commerce industry is leveraging a combination of favorable policies, technological advancements, and geographical advantages to create a competitive edge [9] - The region's strategic location and tax benefits are expected to support the growth of cross-border e-commerce, particularly in targeting Southeast Asian markets [9] - There is potential for differentiated competition in cross-border e-commerce by integrating with other business models, such as duty-free shopping, which may attract international brands to establish distribution centers in Hainan [9]

Core Insights - Hainan Free Trade Port has successfully completed its first overseas wide-body aircraft full painting project, specifically a Qatar Airways Boeing 777 [4][5] - The project is part of a three-year cooperation agreement worth nearly 100 million RMB signed between Hainan Statis and Qatar Airways [4][5] Group 1: Company Overview - Hainan Statis, established in 2012, is a joint venture between HNA Technology and France's SATYS Group, focusing on aircraft painting services [5] - The company has expanded its operational capacity from a narrow-body aircraft hangar to three hangars, including one wide-body and two narrow-body facilities [5] Group 2: Project Details - The Boeing 777 aircraft was specially customized to celebrate the conclusion of the UEFA Champions League, featuring intricate designs including a giant 17.5-meter football [4][5] - The painting process involved creating hundreds of precise templates to ensure accurate placement of logos and graphics, showcasing the technical skills of the workforce [4][5] Group 3: Future Prospects - Hainan Statis aims to enhance its technical capabilities and service quality, adhering to a service philosophy of "professionalism, efficiency, and innovation" to support the development of the aviation maintenance industry in Hainan Free Trade Port [5]