附件：关于印发《第二批上海自贸试验区联动创新区建设方案》的通知 （文章来源：新华财经） 与去年上海推出首批"6+1"自贸试验区联动创新区相较，15日印发的《方案》明确增设虹桥国际中央商 务区、上海国际旅游度假区、静安、长宁、普陀、青浦、嘉定、金山等8个重点区域，以及闵行经济技 术开发区、虹桥经济技术开发区、上海金桥经济技术开发区（非自贸试验区区域）、上海化学工业经济 技术开发区和松江经济技术开发区等5个国家级经济技术开发区全域，作为第二批"8+1"联动创新区。 《方案》内容包括"两张清单"共计86项改革任务，其中57项任务为全体联动创新区共享的复制推广清 单，29条为聚焦各区特色的自主改革清单。比如支持设立外商独资医院，支持国际医疗机构以合资或者 合作方式设立医疗机构，鼓励符合条件的公立医院设立国际部的政策，就源自《关于印发独资医院领域 扩大开发试点工作方案的通知》和《浦东新区综合改革试点实施方案》。《方案》在数据跨境方面有了 较大突破，允许金融机构向境外传输金融监管部门认可的日常经营所需的数据。优化科研数据跨境流动 管理，探索建立科研数据交易流通、跨境传输、安全保护等制度和标准规范。支持探索"来数加工"等新 ...

Core Viewpoint - The development of the digital economy in Hainan has significant advantages, and there is potential for innovation and growth through digitalization and the integration of various resources [1]. Group 1: Digital Economy Development - Hainan is focusing on new digital economy models such as "data processing," "gaming overseas," and "computing power economy" [1]. - The concept of "Data Gathering Hainan" aims to leverage digital means to attract talent, capital, and technology to the region [1]. - The initiative "Digital Islanders" seeks to innovate the development model of the digital economy and attract young entrepreneurs to Hainan [1].

Core Insights - The 2025 China International Service Trade Fair will be held from September 10 to 14 in Beijing, focusing on the theme "Digital Intelligence Leading, Service Trade Renewed" [3] - China's service trade showed significant growth in the first half of the year, with total service trade reaching 38,872.6 billion yuan, a year-on-year increase of 8% [6][11] - Travel service exports surged by 68.7%, highlighting the strong appeal of "Travel in China" [7][9] Group 1: Travel Services - Travel services remain the largest sector in China's service trade, with imports and exports totaling 10,802.9 billion yuan, growing by 12.3% [7] - The increase in travel service exports is attributed to various measures, including visa facilitation and improved payment options for foreign visitors [9] - The number of duty-free shops has increased significantly, with over 7,200 stores now offering duty-free services, leading to a 186% increase in the number of people benefiting from these services [10] Group 2: Knowledge-Intensive Services - Knowledge-intensive service trade reached an import and export scale of 15,025.4 billion yuan, growing by 6%, with exports at 8,650.4 billion yuan, up 7.8% [11] - This sector includes telecommunications, financial services, and intellectual property, accounting for nearly 40% of total service trade [11][12] Group 3: Data Processing and Gaming Industry - The "data processing" industry is emerging as a new business model in service trade, with companies in Hainan establishing a "digital bonded area" for data processing services [12][13] - The gaming industry has also seen significant growth, with self-developed games generating sales of 9.501 billion USD in overseas markets, a year-on-year increase of 11.07% [14] Group 4: Integration of Virtual and Real Economies - The integration of service trade with traditional goods trade is emphasized, with transportation services acting as a bridge between the two [15] - Innovative solutions in transportation, such as smart container trucks and green energy initiatives, are being implemented to enhance efficiency and sustainability [15][16] Group 5: High-Value Service Exports - High-value service exports are expected to play a crucial role in addressing trade deficits, with a focus on digital services, online education, and cross-border healthcare [17] - The Chinese government is promoting innovative practices in service trade to enhance competitiveness and international recognition [17]

Group 1: Service Trade Overview - The total service trade import and export volume reached 38,872.6 billion yuan, showing a year-on-year growth of 8% [5] - Travel service exports saw a significant increase of 68.7%, highlighting the strong appeal of "travel in China" [6][8] - Knowledge-intensive service trade is on the rise, contributing to the overall growth of service trade [5][10] Group 2: Travel Services - Travel services remain the largest sector in China's service trade, with an import and export volume of 10,802.9 billion yuan, growing by 12.3% [6] - Various measures, such as visa exemptions and improved payment convenience for foreign visitors, have boosted the number of foreign tourists and their spending in China [8] - The number of duty-free shops for outbound tourists has increased significantly, with over 7,200 shops now available, and the number of people benefiting from tax refunds has risen by 186% [9] Group 3: Knowledge-Intensive Services - The import and export scale of knowledge-intensive services reached 15,025.4 billion yuan, growing by 6%, with exports at 8,650.4 billion yuan, up by 7.8% [10] - Knowledge-intensive services, including telecommunications, finance, and intellectual property, account for nearly 40% of the service trade volume [10][16] Group 4: Data Processing Industry - The "data processing" industry is emerging as a new business model in service trade, with companies in Hainan establishing the first "digital bonded area" to provide value-added services for foreign data [11] - The processed data can generate significant profits, with companies successfully completing numerous data processing orders from international markets [12] Group 5: Gaming Industry - The gaming industry is rapidly growing, with self-developed games generating sales revenue of 9.501 billion USD in overseas markets, a year-on-year increase of 11.07% [13] - The Ministry of Commerce is promoting the development of the gaming industry for international markets, enhancing China's competitiveness and influence [13] Group 6: Integration of Virtual and Real Economies - The service trade is increasingly focusing on providing solutions to customer problems, integrating traditional and emerging business models [14] - The transportation sector is leveraging smart solutions to enhance efficiency and reduce operational time, exemplified by successful projects in international ports [14][15] Group 7: High-Value Service Exports - Knowledge-intensive service trade is expected to play a significant role in high-value service exports, with ongoing reforms and innovations in digital services [16] - The attractiveness of China's telecommunications and information services in international markets is continuously improving, driven by the growth of digital trade [16]

Group 1 - The Central Committee of the Communist Party of China and the State Council issued opinions to support the deepening of intelligent connected vehicle road testing and the construction of civil unmanned aerial vehicle test bases in free trade pilot zones [1] - The Shanghai Stock Exchange held a meeting with private equity institutions, which expressed that Chinese asset valuations are relatively low and have significant potential for recovery and enhancement, advocating for a long-term, rational, and value-oriented investment approach [3] - The People's Bank of China and four other departments jointly issued an action plan to enhance cross-border financial service facilitation in Shanghai, supporting cooperation between the Shanghai Gold Exchange and foreign exchanges [1][3] Group 2 - The Ministry of Commerce announced pilot tasks in the telecommunications sector, including the removal of foreign investment shareholding restrictions in application stores and internet access services [2] - The China Insurance Industry Association held a meeting where experts predicted a potential reduction in the standard interest rate for ordinary life insurance products, currently at 2.13% [2] - A bank in a southeastern coastal province received instructions to maintain lending to foreign trade enterprises, confirming the implementation of "no withdrawal, no discontinuation" policies [2] Group 3 - Ningde Times launched its second-generation supercharging battery, which can provide over 520 kilometers of range with a 5-minute charge, and released its first sodium-ion battery product, expected to be mass-produced in June [2] - China Communications Construction Company announced plans to repurchase A-shares worth 500 million to 1 billion yuan, while BOE Technology Group plans to repurchase A-shares worth 1.5 billion to 2 billion yuan [2][3] Group 4 - Several companies reported significant year-on-year profit growth in the first quarter, including Light Media with a 375% increase, Yongding Co. with a 961% increase, and others with substantial growth rates [4] - Companies like Pingzhi Information and Zhongbei Communication announced contracts worth 246 million yuan and 441 million yuan for GPU computing power projects and services, respectively [4]

Core Viewpoint - The Chinese government has approved a comprehensive pilot program to accelerate the opening of the service industry, consisting of 155 pilot tasks aimed at enhancing openness in key sectors and promoting innovation and development [1][2]. Group 1: Key Areas of Focus - The pilot program emphasizes aligning with high-standard international trade rules such as CPTPP and DEPA, showcasing China's commitment to expanding foreign openness and supporting economic globalization [2]. - In the telecommunications sector, the program includes removing foreign ownership limits on services like app stores and internet access, encouraging the development of new business models such as data labeling and overseas game operations [2][3]. - The healthcare sector will see support for foreign doctors to open clinics, short-term practice for overseas medical professionals, and the establishment of non-profit medical institutions funded by donations [2][4]. Group 2: Financial Sector Initiatives - The financial sector initiatives include exploring international factoring, supporting cross-border capital operations in RMB, and attracting foreign insurance companies and funds to provide financing and technical services for green projects [3]. - The program encourages credit rating agencies to rate green bonds and supports qualified leasing companies in issuing green bonds [3]. Group 3: Trade and Tourism Developments - In the trade and tourism sector, foreign investment in travel agencies for outbound tourism will be allowed, and pilot projects for tax-free display and custody of classic cars will be supported in Tianjin [3]. - The Boao Lecheng International Medical Tourism Pilot Zone in Hainan will be a testing ground for the import and use of special medical and health foods [3]. Group 4: Transportation and New Business Models - The transportation sector will support container shipping and the creation of "green channels" for cross-border bus services, as well as explore new models for exporting new energy vehicles and batteries [3]. - The program also aims to enhance the development of new service industry business models and improve the level of liberalization and facilitation [3]. Group 5: Progress and Achievements - Since the implementation of the pilot program, significant progress has been made in the healthcare sector, with over 1,500 foreign medical professionals currently practicing short-term in China [5]. - In telecommunications, the Ministry of Industry and Information Technology plans to remove foreign ownership limits on several value-added telecom services in key cities, which has garnered positive attention from both domestic and international stakeholders [5].

Core Viewpoint - The Ministry of Commerce supports the development of new business formats and models such as "data processing" and has outlined 155 pilot tasks to promote the opening up of key service sectors [1] Group 1: Policy Initiatives - The State Council has approved the "Comprehensive Pilot Work Plan for Accelerating the Opening Up of the Service Industry" [1] - The plan includes multiple dimensions such as opening up key service areas and promoting industrial innovation [1] Group 2: Key Areas of Focus - In the telecommunications sector, pilot tasks include removing foreign investment shareholding restrictions on services like app stores and internet access [1] - The government encourages the development of the data labeling industry and aims to improve the data trading market system [1]