杨晋柏主持 2月27日，省委农村工作领导小组2026年第1次全体会议召开，全面贯彻习近平总书记关于"三农"工 作的重要论述和重要指示精神，认真落实中央和省委农村工作会议要求，研究审议有关文件，部署今 年"三农"工作。省委副书记、领导小组组长杨晋柏主持会议并讲话。 省委农村工作领导小组2026年第1次全体会议召开 会议指出，2026年是"十五五"开局之年，也是海南自由贸易港全面实施封关运作开局之年。全 省"三农"系统要切实把思想和行动统一到党中央决策部署和省委工作安排上来，锚定目标、真抓实干， 全力以赴完成全年目标任务，加快建设农业强省，为高标准建设海南自由贸易港作出"三农"贡献。 会议强调，要树立和践行正确政绩观，推动产业提质增效，促进农民稳定增收，有效防控涉农风 险，牢牢守住安全底线，以实干实绩坚定拥护"两个确立"、坚决做到"两个维护"。要发挥政策优势，精 准招商引资，做好服务保障，强化品牌建设，加快推动热带特色高效农业补链延链、优化升级。要锚 定"向种图强"目标，大力发展"种源、种业、种市"南繁产业，深化国际交流合作，打造农业科技创新和 农业开放合作"两个高地"。要稳妥推进农村土地制度改革，加强农村集体" ...

Core Viewpoint - The Hainan sector has shown significant strength, with a notable increase in stock prices following the release of the "14th Five-Year Plan" proposals, which aim to enhance the free trade port policy and stimulate economic growth in the region [1][4][6]. Group 1: Market Performance - The Hainan sector experienced a substantial rise, with an overall increase of over 5% and the Wind Hainan Free Trade Port Index rising by 6.6% [1][2]. - Specific stocks such as Shennong Agricultural, Xilong Holdings, and Haide Shares reached their daily limit up, with Shennong Agricultural seeing a 20.07% increase [1][3]. Group 2: Policy Implications - The "14th Five-Year Plan" emphasizes the acceleration of the free trade port policy system, aiming to significantly enhance trade liberalization and facilitation [4][5]. - Key initiatives include optimizing the tax system, improving foreign investment access, and establishing a competitive tax regime to attract businesses [5][6]. Group 3: Investment Opportunities - The implementation of the free trade port policies is expected to create new investment themes, particularly in tourism, modern services, and high-tech industries, which are projected to benefit from zero tariffs and other incentives [6][7]. - The upcoming full island closure operation on December 18 is anticipated to further stimulate investment in Hainan, with a focus on traditional industry upgrades and emerging sectors [6][7]. Group 4: Sector Focus - The newly added encouraged industries in the Hainan Free Trade Port include cultural tourism, renewable energy, healthcare, aerospace, and ecological protection, which are expected to attract quality enterprises [7].

Core Viewpoint - The Hainan sector has shown significant strength, with a notable increase in stock prices following the release of the "14th Five-Year Plan" proposals, which aim to enhance the free trade port policy and stimulate economic growth in the region [1][4][6]. Group 1: Market Performance - The Hainan sector experienced a substantial rally, with stocks like Shennong Agricultural achieving a 20% limit-up, and several others, including Xinlong Holdings and Haide Shares, also hitting their upper limits [1][2]. - The overall increase in the Hainan sector exceeded 5%, with the Wind Hainan Free Trade Port Index rising by 6.6% [1][2]. Group 2: Policy Implications - The "14th Five-Year Plan" emphasizes the acceleration of the free trade port policy framework, aiming to significantly enhance trade liberalization and facilitation [4][5]. - Key initiatives include improving the investment environment, optimizing foreign investment access, and establishing a more open shipping system [4][5]. Group 3: Investment Opportunities - The upcoming full island closure of the Hainan Free Trade Port on December 18 is expected to create new investment themes, particularly in tourism, modern services, and high-tech industries [6]. - The policy changes are anticipated to lead to a revaluation of regional assets, with real estate and infrastructure sectors becoming focal points for investors [6][7]. Group 4: Encouraged Industries - The newly released "Encouraged Industries Directory" for the Hainan Free Trade Port includes sectors such as cultural tourism, renewable energy, pharmaceuticals, aerospace, and ecological protection, aimed at guiding industrial development [7]. - Companies operating in these encouraged sectors will benefit from tax incentives, making them attractive for investment [7].