政策红利持续释放 南沙世界级港口群与金融港建设提速 21.7% 今年上半年，经南沙口岸进出口货物6167.4亿元，同比增长21.7% ◎记者 周亮 重大战略看南沙，发展机遇在南沙，创新创业到南沙。《广州南沙深化面向世界的粤港澳全面合作总体 方案》（下称《南沙方案》）实施三载，第一阶段目标任务已宣告收官。近日，上海证券报记者走进广 州市南沙区，实地感受这片热土的蜕变。 港区集装箱吞吐量突破2000万标准箱，稳居全球单一港区前列，未来还将投资200亿元建设世界级港口 群；金融业崛起成为南沙支柱产业之一，持牌法人金融机构增至17家；大力支持广州期货交易所发展， 期货产业园9月底亮相……从海港、空港到数港、金融港、人才港，南沙"五港联动"绘就合作新图景， 正以蝶变之势书写湾区答卷。 根据广州港股份有限公司最新的快速统计数据，2025年1月至7月，公司预计完成集装箱吞吐量1567.6万 标准箱，同比增长8.3%；预计完成货物吞吐量33698.1万吨，同比增长2.9%。 南沙港区地处大湾区地理几何中心，得天独厚的地理位置使其成为珠三角地区联通全球贸易的重要枢 纽，每天有数以万计的集装箱从这里装船出口。 "广州海关以南沙港 ...

Core Points - The Guangzhou government has officially released the implementation plan for the "Nansha Financial 30 Measures," aimed at enhancing financial support for the Guangdong-Hong Kong-Macao Greater Bay Area cooperation [1][2] - The implementation plan includes 88 specific measures across five key areas, building on the initial "Nansha Financial 30 Measures" released in May [1][3] Group 1: Key Highlights of the Implementation Plan - The plan emphasizes three main highlights: focusing on the Bay Area for innovation, facilitating financial services in collaboration with Hong Kong and Macau, and promoting high-level institutional openness to the world [3] - Specific measures include the introduction of innovative financial products, support for technology innovation, and encouragement for domestic insurance institutions to establish private equity funds in Nansha [3][4] Group 2: Financial Services for Social Welfare - The plan aims to enhance financial services for residents from Hong Kong, Macau, and international individuals, including facilitating cross-border payment services and credit financing [5][6] - It proposes expanding the scope of cross-border payment services and promoting the use of digital RMB in various sectors such as consumption, tourism, and education [6] Group 3: Cross-Border Financial Innovation and Exchange - The implementation plan positions Nansha as a financial innovation hub and a demonstration window for financial openness, with specific measures to develop unique financial services and enhance market connectivity [7][8] - It includes initiatives to attract international financial institutions and promote cross-border RMB business innovation, aiming to establish a comprehensive service base for the Belt and Road Initiative [8]

Core Viewpoint - The construction of the Guangdong-Hong Kong-Macao Greater Bay Area is a significant strategic deployment by the central government, with Nansha in Guangzhou serving as a key cooperation platform [1][2]. Financial Development in Nansha - Nansha has been designated as a national-level new area, a free trade pilot zone, and a demonstration area for comprehensive cooperation in the Guangdong-Hong Kong-Macao region, showcasing its strategic importance and strong economic development [2][3]. - The financial value added in Nansha increased from less than 0.1 billion yuan in 2015 to 24.84 billion yuan in 2024, accounting for 10.8% of the local GDP, establishing it as a crucial pillar industry [3]. Financial Innovations and Achievements - Nansha has achieved significant financial innovations, including the launch of 13 pilot measures in cross-border trade and investment management, facilitating over 30,600 related business transactions amounting to approximately 57.46 billion USD by June 2025 [3][6]. - The region has also implemented the "Cross-Border Wealth Management Connect" 2.0 version and established a cross-border asset management center, enhancing financial services for residents and businesses [3][4]. Future Directions for Financial Services - The People's Bank of China Guangdong Branch plans to focus on enhancing financial support for technological innovation, improving financial services for the public, and advancing regulatory alignment with Hong Kong and Macau [4][5]. - There is a strong emphasis on developing digital financial services, leveraging financial technology to enhance regulatory capabilities and support innovative financial products [5][6]. Cross-Border Cooperation and Credit Services - The Guangdong Branch is actively promoting cross-border credit cooperation and exploring mutual recognition of credit products, having provided credit services to Hong Kong and Macau clients 87,000 times by June 2025 [6][7]. - The establishment of a cross-border data verification platform utilizing blockchain technology aims to facilitate reliable verification of credit information, enhancing cooperation between Guangdong, Hong Kong, and Macau [6][7].

Group 1 - The core viewpoint of the articles highlights the successful implementation of foreign currency direct lending by CITIC Bank's Guangzhou branch, which aligns with the "Nansha Financial 30 Measures" policy [1][2] - CITIC Bank Guangzhou branch established a dedicated service team to support the ship leasing business of CITIC Financial Leasing in Nansha, providing comprehensive assistance from policy interpretation to foreign exchange account setup [1] - The bank facilitated a direct loan of $8.9 million to the project company, addressing previous challenges such as complex processes and slow fund turnover, thereby enhancing funding efficiency and reducing financing costs [1] Group 2 - CITIC Bank Guangzhou branch aims to leverage the strategic positioning of the Nansha Free Trade Zone as a pilot for financial reform and opening up, focusing on collaborative efforts within CITIC Group and policy application [2] - The bank is committed to building a leading foreign exchange service bank and contributing to the development of the Nansha Free Trade Zone as a demonstration window for financial openness and innovation [2] - The initiative is expected to inject "CITIC strength" into the construction of the Guangdong-Hong Kong-Macao Greater Bay Area [2]

Core Viewpoint - The issuance of the "Nansha Financial 30 Measures" represents a significant financial policy support for the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing its financial openness and integration [2][3] Group 1: Policy Overview - The "Nansha Financial 30 Measures" is a comprehensive financial policy aimed at deepening cooperation within the Greater Bay Area, following similar initiatives for Hengqin and Qianhai [2] - The policy emphasizes a coordinated approach among Hong Kong, Macau, and mainland China, promoting a unified strategy for financial development [3] Group 2: Key Challenges - There are three critical issues to address for effective implementation: 1. The dual circulation of internal and external resource elements, requiring clear strategies for integrated planning [3] 2. Aligning institutional supply with a robust economic foundation, strong financial institutions, and solid financial infrastructure [3] 3. Promoting the internationalization of the Renminbi, which is essential for cross-border finance and national security [3] Group 3: Recommendations for Improvement - To enhance financial market connectivity among the three regions, it is suggested to innovate institutional mechanisms while balancing openness and risk prevention [3] - The proposal includes seeking legislative support from the National People's Congress to establish a legal framework for deeper cooperation and market integration in the Greater Bay Area [3]

Group 1 - The "Nansha Financial 30 Measures" aims to support the financial innovation and development in Nansha, focusing on green finance and low-carbon development [1][2] - The policy encourages the exploration of electricity futures and the enhancement of the new energy futures variety system by the Guangzhou Futures Exchange [1][2] - The initiative is seen as a significant step in financial reform and innovation, marking the first financial special policy approved by the State Council for Nansha [1][2] Group 2 - The event "Nansha Futures and Industry Integration Development Exchange Meeting" gathered over 60 representatives from various sectors to discuss new paths for industry-finance collaboration [1][2] - The meeting highlighted the importance of breaking down information barriers between the futures market and industry needs to enhance risk management efficiency [2][3] - Case studies on commodity price hedging strategies were shared, providing insights into the application of futures tools in complex market environments [2][3] Group 3 - The Nansha Futures Industry Park is positioned as a national hub for the futures financial industry and an international financial service platform [3][4] - The park aims to drive the integration of futures and industry, supported by a series of policies that promote operational development and industry clustering [3][4] - Future activities will include training and demand matching events to facilitate the use of futures tools and improve risk management systems for enterprises [4]

Group 1: Financial Support and Infrastructure Development - The Lion's Mouth Channel, a major infrastructure project connecting Nansha and Dongguan, is being accelerated with a 6 billion yuan long-term loan from Bank of China Guangdong Branch [1] - Bank of China Guangdong Branch has provided comprehensive financial support for the Lion's Mouth Channel project, with over 1 billion yuan disbursed by April 2025 [6] - The bank has also established a financial service system for a leading new energy vehicle company, with a total credit limit of 4.5 billion yuan [6] Group 2: Innovation and Technology Financing - The Guangdong Bank has focused on technology innovation and high-end manufacturing as key areas for financial empowerment in Nansha, with a technology loan balance exceeding 270 billion yuan [5] - The bank has opened a green channel for financing, quickly approving a 10 million yuan medium-term loan for a local AI company to support its technological advancements [5] - The bank's technology credit risk fund pool has accumulated nearly 90 billion yuan, with a market share exceeding 51% in the region [5] Group 3: Cross-Border Financial Services - Bank of China Guangdong Branch has developed cross-border financial services, facilitating over 150 billion yuan in cross-border trade financing [10] - The bank has established a strategic cooperation mechanism with the "going out" comprehensive service base to support enterprises in their international investments [13] - The bank has also collaborated with various fund companies to establish cross-border investment pilot projects in Nansha, with a total approved QFLP quota exceeding 9 billion yuan [14] Group 4: Support for Hong Kong and Macao Residents - The bank has implemented various measures to enhance services for Hong Kong and Macao residents, including self-service account opening and cross-border payment services [8] - A systematic service framework has been established in key livelihood areas such as housing, education, and healthcare for Hong Kong and Macao residents [8] - The bank has also initiated a cross-border social security service project to improve social security services for residents from Hong Kong and Macao [8]