【导读】海南银行行长落定，扭转净利润下滑及改善资产质量成为重要课题 时隔超半年，海南银行新任行长人选最终落定，刘国鑫接替原行长吴竞择（2024年到龄退休），任海南银行董事、行长。 在海南任职多年 由海南农商行转任 海南银行原行长吴竞择于2024年11月到龄退休，自此，海南银行行长一职便一直空缺。 日前，监管部门已核准刘国鑫的任职资格。 去年增收不增利 不良贷款率升至1.71% 海南银行是一家较为年轻的银行，于2016年1月1日正式营业，是经国务院同意，原中国银保监会批准设立的股份制城市商业银行，也是海南唯一的省级法 人城市商业银行。 近日，国家金融监督管理总局海南监管局发布批复，核准刘国鑫海南银行董事、行长的任职资格。 至此，空缺超半年的海南银行行长职务终于尘埃落定。 在履新海南银行之前，刘国鑫并未在该行任职，而是担任海南农商行党委副书记。今年5月份，海南省人民政府网站发布的海南省拟任干部人选公告，公 告名单中首位便是刘国鑫，显示为"现任海南农商行党委副书记，拟任省属企业正职"。该公示一出，关于刘国鑫接任海南银行行长的猜测便初露端倪。 1971年3月出生的刘国鑫现年54岁，具有多年金融部门工作经验，从海南省政 ...

截至7月16日收盘，海南自贸区概念上涨2.21%，位居概念板块涨幅第6，板块内，27股上涨，海德股 份、海南瑞泽、京粮控股等涨幅居前，分别上涨5.79%、4.70%、4.59%。跌幅居前的有丽尚国潮、海南 矿业等，分别下跌0.38%、0.13%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.91 | 金属铅 | -1.27 | | 仿制药一致性评价 | 2.67 | 硅能源 | -1.22 | | 青蒿素 | 2.65 | 金属锌 | -1.18 | | 禽流感 | 2.33 | 稀土永磁 | -0.85 | | 阿尔茨海默概念 | 2.28 | 特钢概念 | -0.81 | | 海南自贸区 | 2.21 | PET铜箔 | -0.73 | | 肝炎概念 | 2.17 | PCB概念 | -0.72 | | 医药电商 | 2.00 | AI手机 | -0.70 | | 幽门螺杆菌概念 | 1.93 | 金属铜 | -0.67 | | 减速器 | 1.89 | 钛白粉概念 | -0.65 ...

又有牛股出没。 A股市场今天（7月16日）上午整体窄幅震荡，通信板块再度领涨。 新股方面，A股市场今天有一只新股上市，为华电新能，上午盘中该股最高涨幅接近220%，总市值一度超过 4000亿元，后公司股价和市值均有所回落。 港股市场上午多数时间小幅上涨，稳定币相关概念股的炒作仍在持续，上午又有港股因涉及相关事项股价暴 涨，盘中涨幅一度超过80%。 A股市场通信板块再度领涨 A股市场今天上午整体窄幅震荡，上证指数围绕3500点整数关口上下波动。截至中午收盘，上证指数跌 0.13%，深证成指涨0.11%，创业板指涨0.36%。 （图片来源：东方财富APP，统计截至2025/7/16，不作投资推荐） 上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 招股资料显示，华电新能系中国华电风力发电、太阳能发电为主的新能源业务最终整合的唯一平台。公司的主 营业务是风力发电、太阳能发电为主的新能源项目的开发、投资和运营，主要产品是电力。除提供电力产品 外，公司还积极践行社会责任，致力于促进经济发展、助力乡村全面振兴、参与戈壁绿化等环保行动、实现积 极的社会影响，将碳达峰、碳中和目 ...

又有牛股出没。 A股市场今天（7月16日）上午整体窄幅震荡，通信板块再度领涨。 新股方面，A股市场今天有一只新股上市，为华电新能，上午盘中该股最高涨幅接近220%，总市值一度超过4000亿元，后公司股价和市值均有所回落。 港股市场上午多数时间小幅上涨，稳定币相关概念股的炒作仍在持续，上午又有港股因涉及相关事项股价暴涨，盘中涨幅一度超过80%。 A股市场通信板块再度领涨 A股市场今天上午整体窄幅震荡，上证指数围绕3500点整数关口上下波动。截至中午收盘，上证指数跌0.13%，深证成指涨0.11%，创业板指涨0.36%。 | 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 3500.62 | 深证成指 10755.85 | 北证50 1420.36 | | -4.38 -0.13% +11.29 +0.11% +8.24 +0.58% 科创50 | 创业板指 | 万得全A | | 1000.15 | 2243.08 | 5429.20 | | +3.91 +0.39% +8.03 +0.36% +7.68 +0.14% | | | | 沪 ...

以三亚为代表，在海南自贸港国际旅游消费中心建设的大潮下，海南的文旅商业正在悄然蝶变。 冬天到三亚过暖冬习以为常，现在，夏天到三亚避暑竟然成了趋势，你能理解吗？ 当我看到一群年轻人在三亚民谣集酒吧排起长队，三亚大悦城挤满了全国各地游客，大东海沙滩上躺着各种皮肤的人，我信了。 很多数据的确验证了这一点。 7月1日，飞猪发布的《2025年暑期出游风向标》显示，海南的暑期机票预订量同比去年增长30%。三亚、海口、陵水、万宁、三沙是今年海南暑期游热门 目的地，广东、浙江、四川、北京、上海等地是前往海南旅游的热门客源地。美团旅行数据也显示，截至6月中旬，海南五星酒店同期预订增速达80%。 1 消费客群年轻化、全球化、多样化 曾经，三亚被戏称为"东北第四省"，那时候的三亚海滩上，举着小旗子的旅游团大爷大妈和蜜月婚纱照团队才是主力军。如今这座热带旅游城市，正经历 着一场静悄悄的"基因重组"。 根据美团的数据，2025年暑期，海南异地出游用户中，30岁以下年轻人占比达44%，他们的旅游需求更为多元；300公里以上的"中长线游"需求增速超 15%。成都、北京、长沙、武汉、昆明、广州、郑州、深圳、重庆、杭州成为来琼机票十大客源地。 ...

会议现场，国际航运组织代表、知名专家学者、相关企业负责人等200余人齐聚一堂。洋浦经济开 发区交通运输和港航局负责人详细分析洋浦港高质量发展的机遇。洋浦国际投资咨询有限公司相关负责 人围绕洋浦港口区位优势、海南自贸港航运优势政策、船舶登记和融资租赁便利化举措等方面，推介海 南自由贸易港航运产业。海南国际船舶登记管理局负责人以"船籍优选地，共赢新航程"为题，介绍海南 国际船舶登记的制度优势与实践。 当天，海南省交通运输厅、武汉理工大学和湖北东湖实验室签署战略合作框架协议，内容涵盖了科 技合作、人才培养、人员交流三大核心领域。儋州市政府(洋浦管委会)与北京首创财富投资管理有限公 司等5家重点企业达成多项投资协议，项目总投资达20亿元，为航运产业发展注入新动能。 本次专场活动不仅搭建了政企对话的高端平台，更以62条航线织就的全球航运网络、1000余家市场 主体汇聚的创新生态、15项船籍政策突破的制度型开放实践，彰显了海南自贸港"运输往来自由便利"核 心政策的落地成效。儋州市政府负责人表示，儋州正不断织密航线网络、扩大港口"朋友圈"，同时利 用"中国洋浦港"船籍港等一系列含金量极高的开放政策，大力发展海上风电等清洁能 ...

Group 1 - The core viewpoint of the article highlights the significant increase in cross-border travel in Hainan, with a year-on-year growth of over 20% in inbound and outbound personnel during the first half of the year [1][2]. - Hainan has seen a total of 8,433 flights and cruise trips monitored by customs, with 1.196 million people traveling, representing a growth of 18.47% and 20.6% respectively compared to the previous year [2]. - The expansion of international flight routes from Hainan has contributed to the increase in cross-border travel, with 69 international routes covering 36 cities in 21 countries and regions as of June [2]. Group 2 - The implementation of visa-free policies for 85 countries has made it easier for foreign visitors to enter Hainan, with nearly 500,000 overnight tourists recorded in Sanya alone during the first half of the year [2]. - Hainan's customs authority emphasizes its commitment to providing efficient supervision and high-standard services to enhance the travel experience for cross-border passengers [3]. - The ongoing development of Hainan as a free trade port is expected to further facilitate international exchanges and cooperation [2][3].

Core Insights - Hainan Free Trade Port has shown significant growth since the release of its overall construction plan in June 2020, with a remarkable increase in trade and foreign enterprises [1][2][3] Trade and Economic Growth - In 2020, the total import and export value of goods in Hainan was 93.3 billion yuan, projected to reach 277.65 billion yuan by 2024, indicating a substantial growth trajectory [1] - The number of registered foreign trade enterprises in Hainan surged from 7,969 in 2020 to over 77,000 by May this year, a 9.7-fold increase [1] Customs and Policy Initiatives - Hainan Customs has implemented zero tariffs on raw materials, self-use production equipment, and yachts, with a cumulative import value of 22.69 billion yuan and tax reductions of 4.32 billion yuan [1] - The introduction of a rapid customs clearance model for seedling imports has reduced clearance time from approximately 15 days to 1-2 days, improving seedling survival rates to over 95% [2] Business Environment Optimization - A total of 22 measures have been introduced to optimize the business environment at ports, alongside 10 measures to upgrade tourism consumption and 15 measures for facilitating exhibition goods clearance [3] - The average customs clearance time for imports has been reduced to 2.92 hours, positioning Hainan among the top in the nation [3] Strategic Development and Future Plans - The customs authority is focusing on the construction of "second-line ports" and has launched a smart regulatory platform, with 10 key projects for customs operation support already in use [4] - A risk prevention system is being established, including nine risk identification models, to enhance border security and support Hainan's strategic positioning as a key international trade hub [4]

Group 1 - The core viewpoint of the article emphasizes the rapid development and establishment of Hainan's Free Trade Port during the "14th Five-Year Plan" period, showcasing a more open Hainan to the world [1] - Hainan's Free Trade Port policies are being implemented effectively, with numerous "firsts" emerging since the beginning of the "14th Five-Year Plan," indicating accelerated progress in the construction of the Free Trade Port [2][3] - The processing value-added policy, which exempts tariffs for processing value-added over 30%, is a key feature of Hainan's Free Trade Port, benefiting various industries and promoting high-quality development [3] Group 2 - The "Investment in Hainan Links the World" event attracted global enterprises, including representatives from Fortune 500 companies, indicating strong international interest in Hainan's Free Trade Port [4] - The fifth China International Consumer Products Expo held in Hainan showcased a record number of exhibitors and brands, highlighting Hainan's growing influence in the international market [5][6] - Hainan's total import and export value reached 2776.5 billion in 2024, with exports surpassing 1000 billion for the first time, reflecting robust trade growth [6] Group 3 - The introduction of electronic bills of lading has significantly improved the efficiency of international trade, demonstrating Hainan's commitment to integrating innovative systems and enhancing trade facilitation [7] - Hainan has implemented a new model for special approval of imported plant breeding materials, which has opened new channels for resource introduction and stimulated technological innovation [8][9] - The provincial government is focusing on institutional innovation to support reform implementation, aiming to create a conducive environment for further deepening reforms [9]

Core Insights - The "China Yangpu Port" has the highest number of registered international vessels and capacity in China's free trade ports, with a total deadweight tonnage exceeding 600,000 tons and 63 registered vessels [2][3]. Group 1: Shipping Industry Developments - The shipping company Danhai Shipping (Hainan) Co., Ltd. has invested several million yuan in new vessels, contributing to the growth of Hainan's maritime industry [2]. - The Hainan Free Trade Port's "zero tariff" policy on transportation tools allows companies to save over 7 million yuan in operating costs by registering vessels under "China Yangpu Port" [2]. - As of now, the total deadweight tonnage of international vessels registered under "China Yangpu Port" has reached 635,000 tons, making Hainan's international shipping fleet the second largest in China [3]. Group 2: Infrastructure and Connectivity - Hainan is developing a comprehensive transportation network to enhance its role as an international shipping hub, with a focus on connecting to the Pacific and Indian Oceans [2][3]. - By the end of 2024, Hainan aims to establish a "four corners and five ports" structure, with Yangpu Port as the international hub and Haikou Port as a major national port [3]. - The province has built 155 productive berths, including 86 ten-thousand-ton berths, with an annual throughput capacity of 280 million tons [3]. Group 3: Trade and Economic Impact - Yangpu Port has signed cooperation agreements with five major international ports, including Abu Dhabi and Singapore, aiming to expand its trade routes [4]. - By 2024, Yangpu Port is expected to have 50 trade routes, with a cargo throughput of 64 million tons, reflecting a year-on-year growth of 10.3% [4]. - The port's container throughput is projected to reach 2.01 million TEUs, with a year-on-year increase of 9.2%, marking its entry into the top 20 ports in China [4].