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中国银河证券:自贸港封关时点确认,政策加码有望推动海南免税市场扩容
Mei Ri Jing Ji Xin Wen· 2025-08-06 00:19
Core Viewpoint - The implementation of the Hainan Free Trade Port's closure is set for December 18, 2025, which is expected to significantly enhance Hainan's status as an international trade hub [1] Group 1: Trade Policy Changes - The proportion of tax-free imported goods on the island is projected to increase from 21% to 74% following the closure [1] - Goods that meet certain conditions and have a value-added processing of 30% in Hainan will be exempt from tariffs when sold to the mainland [1] Group 2: Economic Impact - The favorable tax regulations post-closure are anticipated to boost Hainan's attractiveness to large international enterprises [1] - Increased appeal to domestic and international travelers is expected to drive up the number of visitors to the island, thereby expanding the base of duty-free shoppers [1]