每经记者｜梁宏亮 每经编辑｜毕陆名 4月13日，中共中央总书记、国家主席、中央军委主席习近平在庆祝海南建省办经济特区30周年大会上 宣布了一件大事：党中央决定支持海南全岛建设自由贸易试验区，支持海南逐步探索、稳步推进中国特 色自由贸易港建设。 全岛建设自由贸易试验区（港），从全球范围来看都是史无前例的。当这一命题摆在海南面前时，海南 首先需要做的是，结合全岛的区域特点来划分出不同的功能区域、布局不同的产业，寻找突破口和着力 点。中国（海南）改革发展研究院提出的建议是，海南南北两极率先突破，形成带动效应；旅游业、现 代服务业率先突破。 7月22日，海南自由贸易试验区（港）诞生已满百日。100天是一个重要的里程碑，也是行以致远的重要 开始。"萌芽"时期，是形成自贸区（港）建设总体思路的关键时期。那么，在这从无到有的100天里， 还处于"萌芽"阶段的海南自由贸易试验区（港），做了哪些事情？ 海口：江东新区成立 位于岛北的海口市是海南最大的交通枢纽中心和省会。作为海南省的政治、经济、科技、文化中 心，"椰城"海口在海南全岛自贸试验区（港）的建设过程中所扮演的地位不言而喻。在自贸试验区 （港）建设起步之时，需要在这里设 ...

Core Insights - Hainan Free Trade Port will commence full island closure operations on December 18, 2023, aiming to provide open opportunities and quality services to overseas Chinese merchants [1] - The recent Chinese Overseas Chinese Merchants Investment (Hainan) Conference attracted over 800 overseas Chinese merchants from more than 100 countries and regions, exploring investment opportunities in Hainan [1] Investment Projects - A total of 107 investment projects have been successfully promoted, with a total investment amount exceeding 115 billion yuan, reflecting the confidence of overseas Chinese merchants in Hainan's development [2] - The project structure has been optimized, focusing on tourism, modern services, high-tech industries, and tropical agriculture, with significant investments from leading enterprises [2] - The conference released a list of 417 quality projects with a total investment scale exceeding 400 billion yuan, providing more investment options for overseas Chinese merchants [2] Policy Support - A core policy manual was published, integrating 29 key policies such as zero tariffs and low tax rates, aimed at helping overseas Chinese merchants seize institutional benefits [2] - The Hainan Provincial Department of Commerce will shift its focus from "investment attraction" to "full lifecycle service," addressing challenges related to land, energy, and approvals [3] - The department will enhance cross-departmental coordination to ensure projects commence early, produce results quickly, and receive precise support in policies and funding [3]

Core Insights - The Hainan Provincial Government and Charoen Pokphand Group signed a strategic cooperation framework agreement to enhance collaboration in agriculture, food processing, and international trade [1] Group 1: Strategic Cooperation - The agreement focuses on leveraging the new opportunities presented by the Hainan Free Trade Port's operational closure and development [1] - Key areas of cooperation include agriculture, aquaculture, food processing, international trade, and headquarters economy [1] Group 2: Government and Business Collaboration - Prior to the signing, Hainan officials met with Charoen Pokphand Group representatives to discuss enhancing cooperation between the government and overseas Chinese businesses [1] - The discussions aimed at promoting industrial upgrades and expanding international trade [1]

Core Insights - The Hainan Free Trade Port will officially start its full island closure operation on December 18, 2023, which is expected to create significant opportunities for cooperation between Hainan and Taiwan [2] - The event highlighted the rapid development of Hainan, particularly in infrastructure and investment facilitation, attracting over 150 Taiwanese guests eager to explore business opportunities [1][2] Policy and Opportunities - Hainan's closure operation will make it the largest free trade port globally, enhancing its role as a crucial hub for international trade and investment [2] - New policies will include upgraded "zero tariff" measures, optimized processing and value-added tax exemptions, and improved personal income tax incentives, making trade management more flexible and regulatory oversight more efficient [2] - The introduction of the "30 measures to promote Hainan-Taiwan exchanges" aims to support economic collaboration across various sectors, including trade, employment, and innovation [2] Development Potential - Taiwanese businesses view Hainan as a significant strategic location due to its vast land and marine resources, despite its smaller population compared to Taiwan [4] - The shift in Taiwanese investment from agriculture to sectors like tourism, renewable energy, and e-commerce indicates a broader scope for future collaboration [4] - The establishment of the Taiwan Youth Innovation and Entrepreneurship Service Center in Hainan provides comprehensive support for Taiwanese youth looking to engage in the free trade port's development [4] Infrastructure and Investment - The city of Dongfang is highlighted for its comprehensive development across primary, secondary, and tertiary industries, featuring a first-class open port and a major airport expected to be operational by 2027 [5] - The Xiangqiong Advanced Manufacturing Industry Park, designed for Taiwanese businesses, will focus on manufacturing, medical devices, and artificial intelligence, with a total investment of approximately 1.259 billion yuan [6] - Taiwanese companies are actively seeking opportunities in Hainan, with five enterprises signing agreements to establish operations in the new industrial park during the event [6]

Core Points - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China was held from October 20 to 23, 2023, in Beijing, where the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" were reviewed and approved [1] - The session emphasized the significant achievements during the "14th Five-Year" period, highlighting China's progress in modernization and economic development [2] - The session outlined a clear development blueprint for the "15th Five-Year" period, focusing on six principles that will guide economic and social development [6] Group 1: Achievements and Progress - The "14th Five-Year" period saw historic achievements in economic and social development, with China expected to rank 10th globally in the innovation index by 2025 [2] - There has been a notable reduction in the GDP and disposable income gap between eastern and western regions, and a significant decrease in energy consumption per unit of GDP by 11.6% by 2024 [2] - The establishment of the Hainan Free Trade Port and 21 other pilot free trade zones has positioned China as a leading trade partner for 157 countries and regions [2] Group 2: Development Strategy - The "15th Five-Year" plan emphasizes the importance of adhering to six principles, including the comprehensive leadership of the Party and prioritizing high-quality development [6] - The plan aims to integrate the achievements of the "14th Five-Year" period while laying a solid foundation for future development [6] - Local governments, such as Haikou and Sanya, are encouraged to align their development strategies with national goals, focusing on modern industrial systems and high-quality development [7][9] Group 3: Regional Development Initiatives - Hainan's development is characterized by a significant leap in the construction of the Free Trade Port, moving towards a fully operational phase [3] - The Sanya Yazhou Bay Science and Technology City is undergoing transformation into a leading technology hub, emphasizing innovation and green development [4] - Local initiatives, such as agricultural modernization and rural revitalization, are being implemented to enhance the quality of life and economic prosperity in rural areas [11]

Core Points - The Hainan Free Trade Port High-tech Industry Investment Cooperation Conference was successfully held in Suzhou, attracting over 130 key enterprises and resulting in 7 signed projects with a total investment exceeding 300 million yuan [1][2] - The conference was co-hosted by Hainan Provincial Department of Science and Technology, Department of Industry and Information Technology, and Department of Commerce, emphasizing the importance of technological innovation in the construction of the free trade port [1] - Hainan is focusing on optimizing and upgrading its four leading industries and is inviting excellent enterprises from Jiangsu to establish R&D headquarters and technology companies in Hainan [1] Summary by Sections Event Overview - The conference served as a platform for long-term cooperation between Hainan and Jiangsu in high-tech industries, accelerating the connection of high-quality innovation resources in the Yangtze River Delta region before the port's closure [2] Investment and Projects - A total of 7 projects were signed during the conference, covering advanced equipment manufacturing, medical tourism information technology, technological innovation services, and headquarters economy, with a total investment of over 300 million yuan [1] Future Cooperation - The Hainan Provincial Department of Science and Technology will promote the transformation of cooperation into actual production capacity, aiming for resource complementarity, industrial linkage, and mutual benefits between Hainan and Jiangsu [2]

Group 1 - The core viewpoint is that the Canal Business District in Beijing is set to release 750,000 square meters of office space over the next three years, focusing on a diverse industrial ecosystem centered around headquarters economy, wealth management, green finance, and fintech [1] - The total planned area of the Canal Business District is 20.38 square kilometers, which includes the core startup area, the New City Financial Service Park, and the comprehensive transportation hub area [1] - The Canal Business District has a total planned building area of 13.79 million square meters, encompassing various sectors such as office, commercial, apartments, and hotels [1] Group 2 - Currently, 172 buildings have been completed in the Canal Business District, with 33 buildings over 100 meters tall and 4 buildings over 200 meters tall [2] - The "Yunhe Tian" super high-rise building, reaching a height of 249.9 meters, has completed its main steel structure and will become a commercial complex [2] - The "Beijing Tower" project in the core startup area is expected to be the tallest building in the sub-center at 275 meters [2]

Core Points - The new semiconductor project with a total investment of 700 million yuan has commenced in Suzhou High-tech Zone, alongside the opening of the Kema headquarters with an investment of 440 million yuan [1] - The High-tech Zone has initiated a campaign to achieve its annual goals and ensure a strong start for the next year, focusing on six key areas [1] Group 1: Industrial and Foreign Trade Stability - The High-tech Zone aims to stabilize the industrial foreign trade base by enhancing enterprise visits and services, promoting orders and investments from headquarters [1] - The initiative includes actions like "One Stability and Five Innovations" and promoting "Hundred Groups and Thousand Enterprises" to boost exports and local products [1] Group 2: Regional Development Support - The High-tech Zone plans to leverage opportunities from the comprehensive pilot for service industry opening-up, increasing foreign investment in sectors like healthcare, education, and finance, targeting over 600 million USD in actual foreign investment for the year [1] - There is a focus on accelerating major project construction to achieve double-digit growth in industrial investment [1] Group 3: Innovation and R&D Enhancement - The High-tech Zone will support the construction of four national key laboratories and the "Whole Brain in Body" scientific device at the Suzhou Institute of Medical Engineering, aiming for comprehensive R&D coverage among large-scale industrial enterprises [1] - The goal is to exceed 2,000 effective national high-tech enterprises this year [1] Group 4: Market Consumption Activation - The High-tech Zone will enhance key business districts and expand new scenarios like "Events+", "Performances+", and "Tourism+" to foster new business formats such as live-streaming economy [2] - There is an emphasis on creating a world-class outdoor leisure and sports destination in the Yangtze River Delta [2] Group 5: Enhancing Public Welfare - The High-tech Zone is committed to executing 27 livelihood projects to address urgent public needs and improve the quality of life for residents [2] - There will be a focus on comprehensive support for low-income families and ensuring basic living standards for vulnerable groups [2]

Core Viewpoint - The Shanghai government is showcasing the achievements of the "14th Five-Year Plan" through a series of press conferences, highlighting the high-quality development and results from various districts, particularly focusing on Jing'an District's efforts to build a modern international urban area [1][3]. Economic Development - Jing'an District's GDP is projected to reach 336.99 billion yuan in 2024, surpassing the 300 billion yuan mark, with a per capita GDP of 360,000 yuan, which is 1.5 times that of 2020 [4]. - The district's public budget revenue is expected to reach 30.22 billion yuan, ranking among the top in the city [4]. - Jing'an has attracted 991 new stores since 2021, making it a hotspot for consumer activity, with retail sales leading among central districts [4]. Headquarters Economy - Since the beginning of the "14th Five-Year Plan," Jing'an has added 85 new regional headquarters of multinational companies, totaling 142, with an annual tax contribution growth of 11.1% from headquarters economy [4][5]. Industrial Development - Six key industries contribute over 85% to the regional economy, with a significant increase in high-end service brands from 48 to 103 [5]. - The professional services sector's tax contribution rose from 15.8% in 2020 to 22.1% last year [5]. Innovation and Technology - Jing'an has become a hub for emerging industries, housing one-third of the city's core data intelligence companies and a significant number of global pharmaceutical firms [6]. Reform and Opening Up - From 2021 to 2024, Jing'an attracted 1,122 foreign direct investment projects, with a total contracted foreign capital of 4.83 billion USD, marking a significant increase compared to the previous five years [7]. - The district has implemented 693 measures to optimize the business environment, leading to a 1.8 times increase in new market entities compared to the previous five years [7]. Urban Renewal - Jing'an has focused on urban renewal, completing the renovation of 47 old residential areas and enhancing public services, including the construction of rental housing [8][9]. Social Development - The district has improved public services, particularly in elderly care and childcare, and has enhanced cultural offerings, maintaining a leading position in public cultural facilities [10]. Future Outlook - As Jing'an approaches the end of the "14th Five-Year Plan," it aims to set higher goals for the next decade, focusing on excellence and contributing significantly to the city's overall development [11].

Group 1 - The meeting emphasized the importance of public participation in the formulation of the "14th Five-Year Plan," aiming to gather opinions and suggestions from the public and various sectors to ensure the plan serves as a scientific guide for economic and social development [1] - The meeting highlighted the need to implement Xi Jinping's ecological civilization thought, focusing on high standards for environmental protection, including the blue sky, clear water, and clean land initiatives, as well as the ecological protection and high-quality development strategy for the Yellow River basin [1] - The meeting discussed the integration of Zhengzhou into the national unified market, stressing the importance of understanding this strategic and foundational work, and the need to create a first-class business environment to enhance competitive advantages [2] Group 2 - The meeting addressed the optimization of fund support for industrial development, emphasizing a problem-oriented and goal-oriented approach, combining government guidance with market operations to strengthen the role of industrial funds in building a modern industrial system [2] - The meeting called for the continuation of the "learning, checking, and improving" series of special actions to enhance the level of conduct and push for comprehensive and strict governance of the Party [2] - The meeting also focused on the need to deepen the development of key areas such as platform economy, headquarters economy, industrial chain economy, and digital economy to promote efficiency and cost reduction in advanced manufacturing [2]