海峡股份（002320.SZ）8月25日在投资者互动平台表示，公司短期内可以通过加大航班密度并协同港口 智能调度，以应对封关运作所带来的车客流量增长，中长期内公司可以通过"以新换旧"的方式更新客滚 船舶、增加平板货船以及新开航线多通道运输等方式来满足市场需求。 每经AI快讯，有投资者在投资者互动平台提问：请问公司海安航线运力是否趋于饱和？是否有能力应 对海南自贸港封关运作后可能出现的爆发式运量增长？ （文章来源：每日经济新闻） ...

封关不是封岛，而是更大范围、更宽领域、更深层次开放的起点。全岛封关运作之后，海南将成为链接 国际国内市场、汇聚全球数据资源的"关键节点"。享惠主体范围明显扩大，将基本覆盖全岛有实际进口 需求的各类企事业单位还有民办非企业单位等。同时，政策限制条件进一步放宽，进口"零关税"商品及 其加工制成品不再局限于企业自用，可以在享惠主体间自由流通。 对外贸易量质齐升、跨境资金流动更加自由、入境游热度持续升温……随着海南自贸港建设加快推进， 海南已经成为我国对外开放的新高地、投资兴业的新热土、推动经济全球化的新引擎。日前在国新办举 行的新闻发布会上，国家发展改革委相关负责人表示，海南自贸港全岛封关将于今年12月18日正式启 动。 随着封关政策准备就绪、软硬件条件全面具备，未来在海南，国企、民企、外企将在要素获取、准入许 可、经营运行、政府采购等方面享受同等待遇。一个与国际接轨、活力奔涌的现代化开放高地将加快崛 起，持续为中国高质量发展注入新动能，为中国更高水平对外开放树立新标杆。 全岛封关运作是海南自贸港建设的标志性工程，也是进一步扩大开放的重要举措，对于加快吸引全球优 质要素集聚、促进海南自贸港高质量发展具有重要意义。2 ...

一天两场"握手"的背后： 全岛封关运作倒计时 企业用真诚合作看好海南 海南日报全媒体记者 王培琳 再看"地利"。海南拥有全国最好的生态环境、唯一的中国特色自贸港，叠加"三区一中心"战略定 位，政策优势、资源禀赋、应用场景高度聚集。 在签约的协议中，大唐集团明确将海南省作为高质量发展的战略高地，将围绕新型电力系统建设， 构建新型能源体系，推进海上风电、太阳能发电、综合能源、储能、氢能、高效燃机、碳交易等项目开 发，为海南清洁能源岛建设作出新的更大贡献。 而新紫光集团此次布局海南，将海南产业基地定位为深化全球化战略的核心支点。据介绍，新紫光 海南产业基地将承接集团总部研发、投资、国际交流等核心职能，统筹推进自贸港芯片设计集群、高端 制造集群、数字经济集群三个项目集群建设。 8月8日，海南一天之内迎来两场"重量级握手"。 上午，新紫光集团海南产业基地揭牌，三个项目集群蓄势待发;下午，省政府与中国大唐集团有限 公司签署深化战略合作协议，大唐集团将在琼新增投资300亿元。 两场"握手"看似寻常，却发生在党中央批准海南自贸港全岛封关运作正式启动时间并引发国内外各 界高度关注之际，企业正以真诚合作为海南自贸港建设写下"信任 ...

Core Points - The Hainan Free Trade Port will officially start its closure operation on December 18 this year, showcasing China's commitment to high-level opening-up [1] - The establishment of the ASEAN Liaison Center by the Hainan International Communication Center marks a significant step in integrating media and cultural power into ASEAN and building a cultural bridge for the new international land-sea trade corridor [1][2] Group 1: Cooperation Initiatives - The first cooperation focuses on promoting Hainan's cultural brand internationally through a documentary titled "The Wind Comes from the Sea," highlighting the cultural ties between Malaysia and Hainan [2] - The Hainan International Communication Center and Malaysian media will collaborate on financial information exchange and cultural cooperation, creating a comprehensive "sound amplification matrix" to project Hainan's development to the world [2] - A talent practice base will be established in collaboration with Malaysia's Melaka University to cultivate international media talents that meet the needs of the Hainan Free Trade Port [2] Group 2: Economic and Cultural Exchange - The partnership aims to enhance economic and educational exchanges between Hainan and ASEAN through information bridges, focusing on practical cooperation in trade, culture, and education [3] - The Hainan International Communication Center will collaborate with other regional media centers to create an international communication network, promoting deep integration of international trade cooperation and cultural exchange [3] - The cooperation will leverage the advantages of Malaysian media networks to establish content sharing mechanisms and talent exchange programs, amplifying Hainan's voice in Southeast Asia [5]

Group 1 - The meeting of the Provincial People's Congress Standing Committee emphasized the importance of implementing the spirit of the Provincial Party Committee's 8th Plenary Session, particularly in enhancing the level of public welfare and ensuring that citizens feel the benefits of the Free Trade Port construction [2] - The meeting highlighted the need for the People's Congress to play a leading role in legislation, focusing on key areas such as housing, education, healthcare, and employment, to address public concerns through high-quality legislation [2] - Effective supervision is essential to ensure the implementation of public welfare policies, with a focus on specialized inquiries and law enforcement inspections to enhance accountability and results [2] Group 2 - The meeting discussed the importance of monitoring the implementation of public welfare projects to improve efficiency and quality, as well as preparing for the collection of provincial public welfare project proposals for 2026 to reflect public opinion accurately [2]

Core Points - The Hainan Free Trade Port will officially start its full island closure operation on December 18, 2023, marking a significant historical milestone in China's reform and opening-up process [1] - The closure operation is expected to enhance Hainan's international competitiveness and facilitate smoother connections with global markets [1][2] - The new policies will implement a "one line open, two lines control, and island-wide freedom" approach, allowing for greater trade liberalization and facilitation [2] Policy Changes - The number of zero-tariff import items will increase from approximately 1,900 to about 6,600, raising the proportion of zero-tariff items from 21% to 74% [2] - The new negative list management for zero-tariff goods will replace the previous positive list, allowing for more comprehensive trade facilitation [2] - The introduction of a comprehensive list of prohibited and restricted import/export goods will enhance trade transparency and compliance with international standards [5] Economic Impact - Hainan's actual foreign investment reached 102.5 billion yuan over the past five years, with an annual growth rate of 14.6%, indicating strong global capital attraction [7] - The tourism sector, particularly duty-free shopping, is expected to see increased attractiveness, with Hainan currently holding over 8% of the global duty-free market share [9] - The modern service industry, including aircraft maintenance, is expanding rapidly, with over 2,200 aircraft serviced since the establishment of a one-stop maintenance base [9][10] Industry Development - The four leading industries now account for 67% of Hainan's GDP, with marine production growing at an annual rate of 13.9% [10] - High-tech industries are emerging as a core competitive advantage for Hainan, focusing on areas like genetic resource protection and deep-sea equipment development [10] - The green technology transition in manufacturing, exemplified by a lithium hydroxide project, is expected to enhance global competitiveness and achieve an annual output value exceeding 2 billion yuan [10][11] Future Prospects - The Hainan Free Trade Port aims to attract global asset management institutions, enhancing the investment landscape for international investors [8] - The ongoing optimization of the business environment is expected to lower operational costs for foreign enterprises, facilitating better market engagement [8] - Hainan's strategic location along the Maritime Silk Road positions it as a key player in global resource allocation and trade [8]

Core Viewpoint - Hainan Free Trade Port will officially start its full island closure operation on December 18 this year, with 10 "second-line ports" commencing customs supervision for cargo inspection [1] Group 1: Customs Operations - Haikou New Port "second-line port" is a major port for vehicle roll-on/roll-off transport between Hainan and the mainland, also handling cargo and passenger transport [1] - Customs will implement supervision on "three types of goods" including "zero tariff," relaxed trade management measures, and tax exemption for processing and value-added [1] - The customs process at the inspection site allows vehicles to pass through in about one minute under normal conditions without any anomalies or customs control instructions [4] Group 2: Smart Supervision - The customs will adopt a "smart supervision, credit supervision, situational supervision, and collaborative management" approach for efficient and precise regulation at the "second-line ports" [3] - The customs smart supervision platform has integrated with the China (Hainan) International Trade Single Window platform, utilizing a big data pool for automatic risk assessment of goods [3][6] - Vehicles flagged for customs control will undergo image scanning, with the entire scanning process taking less than two minutes [6] Group 3: Credit Management and Efficiency - A credit clearance system will be established for over 70,000 foreign trade entities in Hainan, with AEO enterprises enjoying the lowest inspection rates and fewer audits [8] - Enterprises can benefit from "one-stop clearance" by submitting cargo export information online, allowing for coordinated operations among customs and security departments [8] - Multiple rounds of comprehensive drills have been conducted at the Haikou New Port and South Port "second-line port" inspection site, demonstrating high overall passage efficiency [8]

Group 1 - The core viewpoint is that after the closure operation of Hainan Free Trade Port, customs will implement a management system that features "open on the first line, controlled on the second line, and free within the island" [1] - Customs will manage three categories of goods at the "second line" port: "zero tariff" goods, goods enjoying processing value-added policies, and goods with relaxed trade management measures [1] - The customs will set up customs supervision channels and non-customs supervision channels at the "second line port" to facilitate trade between Hainan and the mainland [1] Group 2 - The customs will implement a convenient clearance model called "direct release" for imported "zero tariff" goods and bonded goods, which simplifies the declaration process significantly [2] - The "direct release" policy was first piloted in June 2020 and has been gradually expanded to various bonded areas, allowing for a reduction in the number of declaration items from 105 to 33 for eligible goods [2] - Goods eligible for "direct release" are generally low-risk as they do not involve inspection, certification, or taxation, leading to faster clearance times [2]

Core Viewpoint - The official announcement of the Hainan Free Trade Port's full island closure operation starting December 18, 2025, marks a significant step in China's high-level opening-up strategy, showcasing the country's commitment to expanding its economic openness [1] Group 1: Policy Framework - The Hainan Free Trade Port will implement a policy system characterized by "one line open, two lines controlled, and island-wide freedom," which aims to create a more open economic system and serve as a testing ground for national reform and opening-up [1] - The "one line open" approach will feature zero tariffs for goods entering from outside China, while the "two lines controlled" mechanism will ensure precise management of goods entering the mainland to protect local markets [1] - The "island-wide freedom" policy allows for relatively free circulation of various factors within the island, enabling tax exemptions on imported goods traded among local enterprises [1] Group 2: Economic Impact - The zero-tariff negative list management covering 74% of product categories will facilitate low-cost global factor aggregation in Hainan, enhancing the inflow of global resources [2] - The policy allows for the free flow of people, logistics, capital, and data, with 85 countries' citizens enjoying visa-free entry and cross-border capital transfers being unrestricted [2] - The processing and value-added policies will enable Hainan to become a global processing hub, allowing for the transformation of raw materials into high-value products within a closed environment [2] Group 3: Trade and Investment Facilitation - The "two lines controlled" mechanism will categorize and regulate goods entering the mainland, allowing products with over 30% value-added to enter without import duties [3] - Hainan's strategic location as an RCEP hub will facilitate the processing of Southeast Asian raw materials for export to markets like Japan and South Korea, leveraging RCEP's preferential rules [4] - The establishment of a multi-functional free trade account system will support cross-border asset management, data flow, and RMB settlement, creating new channels for foreign trade and investment [4]

Core Viewpoint - The Hainan Free Trade Port will officially start its full island closure operation on December 18, 2025, marking a significant step in China's high-level opening-up strategy and showcasing the country's commitment to expanding its openness to the world [1] Group 1: Policy Framework - The operational framework of the Hainan Free Trade Port is characterized by a policy system of "one line open, two lines controlled, and island-wide freedom," which aims to provide a "testing ground" for a more open economic system in China [1] - The "one line open" policy will implement a series of zero-tariff measures for goods entering from outside China, while the "two lines controlled" policy will ensure precise management of goods entering the mainland to protect the local market [1] - The "island-wide freedom" policy allows for relatively free circulation of various factors within the island, enabling enterprises to trade zero-tariff goods without import taxes [1] Group 2: Economic Impact - The zero-tariff and processing value-added model will effectively enhance the quality and efficiency of foreign trade and investment in China, facilitating low-cost aggregation of global factors within the island [2] - The implementation of zero-tariff negative list management, covering 74% of product categories, will attract global factors to Hainan, with eight "one line" ports allowing eligible goods to be released [2] - The "island-wide freedom" circulation rules will create an efficient environment for value enhancement, allowing zero-tariff imported goods and their processed products to circulate freely among enterprises on the island [2] Group 3: Strategic Advantages - The "two lines controlled" mechanism will enable precise output of value-added goods and services from the island to the mainland, with customs implementing batch exports and centralized declarations for zero-tariff goods [3] - Hainan's geographical advantage as an RCEP hub will facilitate deep processing of raw materials from ASEAN countries, allowing for exports to Japan and South Korea while benefiting from RCEP origin rules [3] - The full island closure will open new channels for foreign trade and investment, supporting the construction of a new dual circulation development pattern in China [3]