"父母花10个小时航程奔三亚跨年，值爆！"一位旅居中国的俄罗斯博主在社交平台上发文称，"日日饮 新鲜椰子，晴好天气配大海，舒服得不想回。终于知道为什么说大东海是咱'战斗民族'的第二个故乡 了。" 2026年元旦假期(2026年1月1日至3日)，海南跻身境内游热门目的地。即将到来的春节9天长假将接棒元 旦热度。 1月5日，《每日经济新闻》记者查询发现，尽管距离春节尚有一个多月，海南旅游市场已提前进入升温 通道，机票价格与酒店价格同步走高，出行热潮初现端倪。 2月15日是2026年春节假期第一天，北京直飞三亚最低票价已高达3600元。其中一班航班(CA1345)，2 月15日票价为4040元，对比1月6日的1350元，涨幅近200%。第三方出行平台显示，2月18日，三亚亚特 兰蒂斯酒店订房挂牌价格在5800元以上，和1月5日的2188元相比，上涨3612元，涨幅约165%。 《每日经济新闻》记者注意到，结合2026年元旦假期期间海南免税商城的亮眼业绩来看，不难预见，春 节期间海南将迎来"度假+购物"的消费热潮。 外国游客扎堆三亚跨年中医养生等成热门选择 来三亚跨年度假的游客小吕发现，2026年元旦外国游客特别多。 ...

转自：贝壳财经 #海南封关有商品价格便宜过半#【#实探海南全岛封关首个周末#，一款国产茶叶完税价格1388元，叠加 政府消费券及商城活动后退税后价格518元】12月20日，海南迎来全岛封关后首个周末。新京报贝壳财 经记者来到某免税城内，里面人流如织，随处可见关于"新政福利"的广告。据了解，此次封关后零关税 商品扩充至6600个税目。国产服装鞋帽、咖啡茶叶等也纳入免税范围。在一家门店内，一款国产茶叶的 完税价格为1388，据导购介绍，封关后该商品被纳入免税类目，叠加政府消费券及商城活动后退税后价 格为518。除了大众快消品之外，过去无法享受免税的一些细分需求此次也有纳入，如宠物用品类、可 随身携带的乐器等。在一家消费电子门店内，一把便携电子吉他被放在显眼的位置，门店导购介绍，该 商品纳入免税前价格接近2200，免税后价格为1900多，叠加消费券和优惠活动后最新到手价约1700多。 此次封关最直观的"消费礼包"体现在对岛内居民的优惠政策，据介绍，新政后岛民一年凭一次离岛记录 即可不限次购买"即购即提"式免税品。 ...

海南全岛封关第一批累计加工增值免关税享惠货物通关 中新网12月18日电(王淼)12月18日，海南全岛封关首日，海南炼化和伟达化工两家上下游企业联手完成第一批累计加工增值免关 税享惠货物通关放行。海南炼化早在2025年初就打通了进口丙烷加工增值30%免关税流程，预计25年全年降低原料成本900万 元。在封关后，海南炼化累计原料采购成本将进一步大幅降低；伟达化工借力上游原料直供，聚烯烃每吨成本可降400元。 来源：中国新闻网 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 编辑：董文博 广告等商务合作，请点击这里 ...

央视网消息：12月18日，海南自由贸易港正式启动全岛封关。海南全岛成为一个海关监管特殊区域，实施以"'一线'放开、'二线'管住、岛内自 由"为基本特征的自由化便利化政策制度。这是我国坚定不移扩大高水平对外开放、推动建设开放型世界经济的标志性举措。 这里是海南自贸港"一线"放开的的主通道——洋浦港，这艘搭载着17.9万吨石化原辅料的货船缓缓靠港，这也是海南自贸港封关运作后的第一 批"零关税"进口产品，海关快速验行，节省通关时间近4小时。 海口海关所属洋浦海关综合业务处科长艾韬介绍，为保障全岛封关后第一批货物快速通关，他们实施高频调度，提前摸排进口计划，研究"一 货一策"服务机制，确保全岛封关平稳有序。 封关后，海南自贸港"零关税"商品清单扩容至约6600个税目，享惠主体范围大幅拓宽。 这里是三亚凤凰机场国际货站，封关后首批通过空运进口的"零关税"商品在这里完成清关出库。像这套价值100万元的科研设备，封关前需要 缴纳5%的进口关税和13%的进口增值税，而封关后该类设备被纳入"零关税"政策范围，为企业节约了18万多元的成本。 三亚崖州湾科技城管理局副局长周国伟介绍，未来一个月，他们还有好几套设备要进口。封关后"零 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure on December 18 signifies a new phase of trade liberalization and convenience, characterized by "one line open, two lines managed, and free flow within the island" Group 1: Customs Closure and Its Implications - The closure refers to establishing Hainan Island as a special customs supervision area, implementing liberalization policies with "one line" open for international trade and "two lines" managed for domestic trade [1] - The proportion of zero-tariff goods for "one line" imports will increase from 21% to 74%, expanding the range of zero-tariff goods to 6,600 tax items [1] - Goods that achieve a processing value-added of 30% can be sold to the mainland without tariffs, enhancing the availability of affordable imported products for consumers [1] Group 2: Management of Trade Lines - The "two lines" management will involve precise control over the flow of goods between Hainan and the mainland, ensuring that the benefits of the "one line" policy are effectively managed [2] Group 3: Free Flow Within the Island - The policy allows for relatively free circulation of various factors within the Hainan Free Trade Port, promoting economic activity and investment [3] Group 4: Clarification on Customs Closure - The customs closure is not a lockdown but an expansion of openness, facilitating more convenient connections between Hainan and international markets [4] Group 5: Travel and Transportation - Current regulations for personnel and goods entering and exiting Hainan remain unchanged, ensuring that travel and business activities are not hindered [5] - Travelers from 86 countries holding ordinary passports can enter Hainan visa-free, enhancing tourism and business opportunities [5] Group 6: Changes in Shopping Experience - The adjustment of the duty-free shopping policy includes expanding the range of duty-free goods and allowing more domestic products to be sold in duty-free shops [6][7] - The minimum age for duty-free shopping has been raised from 16 to 18 years [6] Group 7: Employment Opportunities - High-end talent working in Hainan can benefit from tax incentives, with personal income tax burdens exceeding 15% being exempted [8] - The number of encouraged industries in Hainan has expanded to over 1,100, covering sectors like biomedicine and green building materials, with related companies enjoying a 15% corporate income tax rate [8] - The development of foreign enterprises and projects in Hainan is expected to create more job opportunities [8]

新华社北京12月17日电（记者赵叶苹、魏弘毅）海南省委深改办（自贸港工委办）副主任王奉利在 新华社17日推出的"中国经济圆桌会"大型全媒体访谈节目中表示，全岛封关标志着海南自贸港建设迈入 更高水平开放的新起点、新阶段，封关后的海南将更开放、更便利、更精彩。 "全岛封关是海南自贸港建设新的起点。"王奉利说，封关后，海南具备在更大范围、更深层次推进 开放的基础条件。海南将全面落实《海南自由贸易港建设总体方案》和配套政策，深入实施海南自由贸 易港法，分步骤、分阶段构建与高水平自由贸易港相适应的政策制度体系，锚定"把海南自由贸易港打 造成为引领我国新时代对外开放的重要门户"这一战略目标，推动高质量发展取得新成效，助力全国构 建新发展格局。 王奉利在节目中表示，在中央有关部门鼎力支持下，海南争分夺秒、稳步推进，全力打好全岛封关 运作准备攻坚战，全岛封关各项准备工作进展顺利。 全岛封关运作将如何惠及人民群众和各类经营主体？王奉利指出，对企业而言，封关后的"零关 税"商品范围大幅增加、货物进出口管理进一步放宽，企业进口成本将有效降低、发展空间将更加广 阔，能更好融入全球产业链和供应链。对个人而言，全岛封关后百姓可以购买到更 ...

Investment Rating - The report maintains a positive outlook on the social services industry, particularly in the hotel and duty-free sectors, indicating a recovery trend and structural optimization [2][5]. Core Insights - The hotel industry shows resilience during the off-peak season, with a national occupancy rate (OCC) of 66.2%, a year-on-year increase of 1 percentage point, and an average daily rate (ADR) of 396.6 yuan, up 5% year-on-year [2][5]. - Duty-free sales in September reached 1.733 billion yuan, a year-on-year increase of 3.4%, marking the first positive growth in 18 months, despite a 7.1% decline in shopping visitors [2][17]. - The report highlights a shift in the duty-free market from quantity to quality, with an increase in average spending per visit, indicating a trend towards consumption upgrades [17][24]. Summary by Sections Hotel Sector - The hotel industry is experiencing steady recovery, with RevPAR (Revenue Per Available Room) increasing by 6% year-on-year to 263 yuan, supported by a 2.5% growth in available rooms [5][11]. - High-end hotels are showing better performance compared to budget and mid-range hotels, with occupancy rates in first-tier cities reaching 83.2% [10][11]. - The average room price has risen approximately 6% since mid-September, indicating a move away from a "price for volume" strategy [11][12]. Duty-Free Sector - The duty-free market is undergoing seasonal adjustments, with sales supported by an increase in average spending per person, which reached 6,181 yuan, up 11.4% year-on-year [17][20]. - Recent policy changes aim to enhance the duty-free shopping experience, including the introduction of new product categories and improved operational flexibility for duty-free stores [24][25]. - The anticipated "full closure of Hainan Island" is expected to facilitate cross-border consumption and enhance market vitality, providing new growth momentum for the duty-free industry [25][26]. Market Performance - During the week of November 3 to November 7, the commercial retail index rose by 0.31%, while the social services index increased by 0.11%, ranking 17th and 19th respectively among Shenwan's primary industries [2][28]. - The report suggests a focus on specific companies within the tourism, exhibition, human resources, hotel, and duty-free sectors as potential investment opportunities [2].

Core Points - Hainan Free Trade Port will officially start its full closure operation on December 18, 2025, implementing a zero-tariff system for goods trade [1] - There is a growing concern regarding the legal risks associated with "tax evasion" through the duty-free shopping policy, particularly among individuals such as students and the elderly who may not fully understand these risks [1] Group 1: Closure and Policy Changes - The term "closure" refers to establishing Hainan Island as a special customs supervision area, not a physical closure of the island [3] - The policy will feature "one line" for free movement with foreign countries and "two lines" for controlled management with the mainland [4] - The duty-free shopping policy for departing travelers will remain in effect post-closure, with adjustments made to optimize the range of duty-free goods based on consumer demand [6] Group 2: Duty-Free Shopping Regulations - The annual duty-free shopping limit for travelers is set at 100,000 RMB per person, with no limit on the number of purchases [9] - Specific purchase limits include 30 cosmetic items, 4 mobile phones, and a total of 1,500 milliliters of alcoholic beverages per person per trip [11] Group 3: Legal Risks of "Tax Evasion" - "Tax evasion" involves using another person's duty-free shopping qualifications to purchase and resell duty-free goods for profit [13][15] - The main forms of "tax evasion" include purchasing duty-free items for others with the intent to resell and organizing groups to engage in such activities [18] - Legal consequences for engaging in "tax evasion" can include a three-year ban from the duty-free shopping policy and potential criminal charges [19]

Core Viewpoint - China Duty Free Group (China CDF) reported a decline in both revenue and net profit for the first half of 2025, attributed to a decrease in the number of shoppers in the Hainan offshore duty-free market amid intensified industry competition [1][2]. Financial Performance - The company achieved a revenue of 28.151 billion yuan, a year-on-year decrease of 9.96% [4] - Net profit was 2.599 billion yuan, down 20.81% compared to the previous year [4] - Main business revenue was 27.531 billion yuan, with offline revenue at 19.703 billion yuan and online revenue at 7.828 billion yuan [3] Market Conditions - The Hainan offshore duty-free shopping amount was 16.76 billion yuan in the first half of 2025, a decline of 9.2% year-on-year, with the number of shoppers dropping by 26.2% to 2.482 million [3] - The average shopping amount per person increased by 23.0% to approximately 6,754 yuan [3] - Passenger throughput at Hainan's ports and airports was 35.195 million, down 1.4% year-on-year [3] Strategic Initiatives - The company plans to adopt a dual-driven approach of "duty-free + taxable" and "online + offline" to navigate market changes, including expanding city duty-free store layouts and developing exclusive co-branded products [5][6] - China CDF is accelerating the establishment of city duty-free stores and port channels, as well as expanding into overseas markets [7] Management Changes - The company has experienced significant management turnover, with three chairpersons in two years. The latest change involved the resignation of Chairman Wang Xuan due to work adjustments, with Fan Yunjun taking over [10][11][12]

Core Viewpoint - The Hainan Free Trade Port will officially start its customs closure on December 18, 2025, which is aimed at enhancing openness and facilitating international trade, rather than creating a closed-off environment [2][3]. Group 1: Customs Closure Definition and Implications - Customs closure refers to establishing Hainan Island as a special customs supervision area, implementing a policy characterized by "one line open, one line controlled, and free flow within the island" [3][5]. - The customs closure is expected to enhance Hainan's connectivity with international markets, attracting global quality resources and promoting high-quality development [4]. Group 2: Implementation of Customs Closure - The "one line open" policy will allow for a series of free and convenient measures for entry and exit between Hainan and other countries and regions outside of China [6]. - The "one line controlled" policy will involve precise management of the content that is opened to the outside world, specifically between Hainan and the mainland [7]. - The internal free flow policy will enable various factors to circulate relatively freely within the Hainan Free Trade Port [7]. Group 3: Zero Tariff Expansion - The range of "zero tariff" products will significantly increase from the current 1,900 tax items to approximately 6,600 tax items after the customs closure [9]. - This expansion means that about 74% of all product tax items will be covered, which is an increase of nearly 53 percentage points compared to before the customs closure [11]. - The beneficiaries of this policy will include various enterprises, institutions, and non-enterprise units with actual import needs across the island [11].