Core Insights - Hainan Free Trade Port has shown a vibrant economic landscape with significant growth in foreign trade and investment since its closure on December 18, 2025, with daily average purchases of duty-free goods reaching 24,000 [1][5] Policy Implementation - The implementation of the free trade port policy framework, characterized by "one line open, one line controlled, and free movement within the island," has led to a smooth operation and initial positive outcomes within the first month of closure [1][3] - The customs department reported that the "zero tariff" policy has been fully implemented, enhancing the attractiveness of Hainan for foreign trade and investment [1][2] Trade and Economic Data - In the first month post-closure, the total import and export value through Hainan's open ports reached 16.368 billion yuan, a 3.6% increase [2] - The number of inbound and outbound travelers reached 289,100, with an average of 9,300 daily, marking a 31.3% increase [2] - The duty-free shopping amount reached 4.86 billion yuan, with a 95.2% increase in spending and 74.5 million shoppers [5] Consumer Behavior - The duty-free shopping sector has seen a surge in consumer interest, with significant increases in both the number of shoppers and the total amount spent [5] - The average daily shopping amount reached 160 million yuan, exceeding pre-closure levels [5] Logistics and Operational Efficiency - The establishment of a 100,000 square meter intelligent logistics park has improved logistics efficiency by approximately 35%, facilitating faster product turnover and timely restocking [5] - The average customs clearance time has been reduced by 27%, enhancing the overall efficiency of goods and personnel movement [6] Business Growth and Investment - Companies are benefiting from the policy advantages, with examples like China Petroleum & Chemical Corporation reducing production costs significantly due to the processing and value-added tax exemptions [7] - The influx of foreign investment is evident, with companies like Bao Aofeile leveraging the favorable policies for their operations in Hainan [7] Market Outlook - The positive market response reflects confidence in Hainan's long-term development and the effectiveness of China's institutional opening to attract global resources [8]

来源：中国新闻网 编辑：董文博 广告等商务合作，请点击这里 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。 2025年三亚市企业货物贸易进出口值创历史新高 中新网三亚1月22日电 (王俊荣 詹晨 陶慧 陆晨阳)海口海关所属三亚海关22日透露，据统计，2025年三 亚市企业货物贸易进出口332.6亿元，规模创历史新高，同比(下同)增长7.8%，快于同期海南全省平均水 平。 随着海南自贸港封关政策红利逐渐释放，"零关税"、加工增值免关税等核心政策成为企业降本增效 的"金钥匙"。"我们公司主要业务是进口珍珠加工，加工增值内销免关税政策优化后，企业第一时间享 受到了政策红利。"海南海润珍珠股份有限公司关务负责人杨丹说，去年12月18日，该公司一批加工增 值转内销的18k金海水珍珠饰品从三亚凤凰国际机场运往广州，货值5.96万元，累计减免税款1.25万元， 政策落地的实效直接转化为企业发展动能。 为了让企业第一时间享受到政策红利，三亚海关推出"海关支持三亚外向 ...

记者探访 已研发300多款巧克力产品，海南特色巧克力受欢迎 1月15日上午，记者来到位于海口市江东新区的加绿巧食品制造业（海南）有限责任公司厂房，只见各 条生产线开足马力，正在加班加点进行生产。 "我们公司是海南省与海口市重点招商引资的外商企业及自贸港增值加工试点单位，公司于2023年荣获 中国海关AEO高级认证。依托自主知识产权、独家配方及智能化生产技术，专注于研发符合健康需求 的高品质巧克力，致力于完善海南可可产业链，推动行业标准升级。"公司市场部总经理武慧娟介绍， 公司成立于2021年，当时总部带着加拿大LATIO巧克力参加了在海口举办的首届中国国际消费品博览 会，现场采购商和消费者对产品的热情、参展同行对自贸港发展前景的看好，让公司有了在海南发展的 想法。 "从签约、选址到办理证照、正式投产，公司只用了3个月。我们拥有严谨的品质体系，坚持使用非转基 因原料，不添加防腐剂、氢化油与人造色素，从原料到生产全程严格把控。我们已经研发了300多款巧 克力产品，其中有12款主打产品，集中突出海南特色元素，鹧鸪茶巧克力和斑斓巧克力尤其受欢 迎！"武慧娟介绍，目前公司已建成3条生产线，预计年产值可达8000万元，" ...

企业投资热情高涨。随着封关政策全面落地见效，有效激发市场投资创业热情，越来越多企业选择 来海南投资兴业。封关首月，全省新增各类经营主体2.68万户，新增企业2.1万户，企业增量占比从封关 前的42%提高到近80%，投资结构进一步优化。 可以看到，火热数据的背后，既是"量"的增长，更有"质"的跃升。 与封关前相比，"零关税"、加工增值免关税等政策的享惠范围更广、门槛更低，开放力度前所未 有，让企业、医院、研究机构等更多主体得以享受到封关政策，由此形成封关红利释放的更大增量，也 有效推动海南产业协同互补、延链升级。 海南日报海口1月19日讯（海南日报全媒体记者 李梦瑶）全岛封关启动首月，海南自贸港实现封关 平稳开局、顺畅运行、成效初显、风险可控的预期目标，整体呈现政策全面落地、"一线"顺畅高 效、"二线"平稳有序、活力有效激发、风险整体可控的良好态势。其中，全省新增企业2.1万户。这是 海南日报全媒体记者 从1月19日召开的海南自贸港封关进展情况新闻发布会上获悉的。 过去一个月，各项封关政策从制度设计阶段转入实质性运行阶段，政策红利从"纸面"落到"地面"， 企业、群众"获得感"可感可及，各种"流量"加速集聚—— ...

Core Insights - Hainan Free Trade Port has achieved a smooth and effective start in its first month of closure, with significant policy implementation and positive economic indicators [1][4] - The overall atmosphere reflects a comprehensive policy rollout, efficient operations, and effective risk management, with a notable increase in new enterprises [1] Group 1: Economic Performance - In the first month, Hainan saw the establishment of 26,800 new business entities, with 21,000 being new companies, indicating a substantial increase in entrepreneurial activity [1] - The total value of imports and exports reached 16.368 billion, marking a 3.6% increase, while the number of inbound and outbound travelers reached 289,100, a 31.3% increase [3] Group 2: Policy Implementation - The "zero tariff" policy was applied to 53 transactions, with a total value of 753 million, resulting in a tax reduction of 109 million, a 194.6% increase year-on-year [1] - The processing and value-added duty exemption policy saw 214 transactions, with a total value of 85.87 million, leading to a duty reduction of 3.3183 million [1][2] Group 3: Operational Efficiency - Customs has optimized regulatory models, reducing average clearance times by 27%, and implemented measures for smooth cargo and personnel flow [3] - The "second line" ports have introduced innovative measures for batch departures and centralized declarations, ensuring efficient management of goods and personnel [3] Group 4: Risk Management - The risk warning, assessment, and response mechanisms have been effectively operational, with no systemic risks reported in key areas such as anti-smuggling and environmental protection [4]

Group 1 - The core policy of Hainan Free Trade Port allows local products to be included in the processing value-added tax exemption, creating new development opportunities for local agricultural producers and processing enterprises [1][14] - The "two ends outside" model, which involves importing raw materials for local processing and then exporting, has gained traction, with companies successfully engaging in coffee import-export trade [7][10] - The first month of operation has seen nearly 30 enterprises utilizing the tax exemption policy, with products such as pharmaceuticals, food, and medical devices being exported [14] Group 2 - Local coffee producers are increasingly attracting clients for collaboration, as the new policy has led to a rise in interest and business opportunities [4] - The processing value-added requirement of over 30% has encouraged local coffee companies to incorporate Hainan's agricultural products into their offerings, enhancing their market differentiation [10] - The application of local products, such as Hainan sea salt in nut processing and coconut in beauty products, has begun to materialize, benefiting various enterprises and individuals [14]

Core Insights - The Hainan Free Trade Port has successfully implemented its closure policy for one month, allowing local products to be included in the tax-exempt processing value range, creating new development opportunities for local agricultural producers and processing companies [1] Group 1: Agricultural Development - The policy has led to increased interest from domestic and international clients in Hainan's specialty agricultural products, such as coffee, with local farmers expecting to expand their cultivation area by approximately 200 acres this year [1] - Coffee growers are experiencing a surge in inquiries and collaboration opportunities from international partners and domestic food companies [1] Group 2: Export and Processing Opportunities - The "two ends outside" model, which involves importing raw materials for local processing and then exporting, has opened new avenues for businesses, exemplified by a coffee company successfully executing its first import-export trade [3] - The core policy of the Free Trade Port allows for a tax exemption on goods that achieve over 30% processing value added, encouraging local coffee companies to incorporate Hainan-grown products into their blends, thus creating a unique "Hainan flavor" [4] Group 3: Broader Industry Impact - The first month of the closure policy has seen local products, such as sea salt and coconut, being utilized in various industries, including nut processing and beauty products, providing new opportunities for businesses and individuals [6] - Nearly 30 companies have already benefited from the tax-exempt processing value policy, with a focus on exporting pharmaceuticals, food, and medical equipment [6]

企业满满的投资热情让当地的产业园区成了"香饽饽"。 海南省发展和改革委员会副主任 丛劲松：今年的对接会早早安排在了一开年，比之前提前了三个月， 助力更多企业抢抓封关后自贸港的发展机遇。我们也专门从海南"十五五"重点发展领域里挑选优质项 目。我们预计合作对接项目总投资超450亿元。 政策红利释放 海南自贸港产业消费齐升温 在海南，一开年就举行的对接活动吸引了新伙伴纷至沓来。而对不少自贸港的老朋友来说，一系列优惠 政策也为他们带来了新机遇，各领域都呈现出热气腾腾的新气象。 在海南洋浦的一家肉类加工企业，源源不断的骨头传送到生产线上进入加工环节。企业负责人刘鹏告诉 记者，因为订单大幅增加，就连刚刚过去的新年，他们都在加紧生产。 今年是海南自贸港封关后的第一年。自贸港如何开启奋斗新征程？各行各业如何抢抓封关后自贸港政策 的新机遇？跟着记者一起去看看海南的热火朝天。 2026年刚开始，海南就拿出近百个重点项目，对社会开放，涵盖了全海南18个市县。 总台记者 董彬：从签到表里我们发现，不仅有海南本地企业，还有不少来自其他省份。而从项目手册 当中我们发现，包括低空经济、城市更新等项目。 星际荣耀航天科技集团副董事长 何光辉 ...

瑞银发布研报称，据海口海关数据显示，海南1月1至3日免税销售同比增长129%至7.12亿元，免税购物 人次按年增加61%。该行估算人均免税消费额为8527元，按年上升42.5%；而购买商品数量亦按年增长 52.4%。所有数据均胜市场预期。瑞银认为，销售增长强劲主要由于海南在去年10月放宽了当地居民及 离境旅客于海南免税店的购物政策限制，推动购物人流增长。 智通财经APP获悉，中国中免(01880)尾盘涨超3%，截至发稿，涨2.42%，报78.45港元，成交额3.33亿港 元。 消息面上，国元国际研报指出，2026年元旦假期作为海南自贸港全岛封关后的首个小长假，旅游市场迎 来"开门红"。全省接待游客217.16万人次，按可比口径同比增长25.2%；实现旅游总收入31.36亿元，同 比增长28.9%，收入增速高于人次增速3.7个百分点，显示消费结构持续优化。离岛免税、入境旅游等领 域表现突出，该行认为封关政策的红利与多元化产品供给将共同推动海南旅游市场进入高质量发展新阶 段。 ...

美兰空港（357.HK） 2026-01-05 星期一 美兰空港（357.HK）-首发报告- 20240229 浪潮数字企业（357.HK）-更新报告- 20250411、20251128 研究部 姓名：李承儒 SFC：BLN914 电话：0755-21519182 Email：licr@gyzq.com.hk 即时点评 元旦数据迎来开门红，政策红利持续发力 【事件】 文旅部数据显示，元旦假期全国国内出游 1.42 亿人次，总花费 847.89 亿 元。国家级夜间文化和旅游消费集聚区累计夜间客流量 4271.82 万人次。 短途出游成为主流，城市本地休闲、近程旅游和周边游热度高。值得注意 的是，元旦期间海南全省接待游客 217.16 万人次，与 2025 年同比增长 25.2%；旅游总花费 31.36 亿元，同比增长 28.9%。随着海南国际航线网 络持续加密，覆盖亚欧多个重点区域，叠加多平台涉外营销推广，元旦入 境旅游市场实现"爆发式增长"。1 月 1 日数据显示，三亚入境游机票订 单量同比增幅达 5 倍，海口增长近 3 倍，增速位列全国前两位。马来西 亚、泰国、韩国、越南、澳大利亚成为主要入境客源地，国际 ...