证券之星消息，12月19日贸易板块较上一交易日上涨1.76%，怡 亚 通领涨。当日上证指数报收于 3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。贸易板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002183 | 怡亚通 | 4.72 | 3.74% | 53.57万 | 2.50亿 | | 600981 | 示索汇鸿 | 3.35 | 3.72% | 71.73万 | 2.37亿 | | 600287 | 赤蒙时尚 | 5.78 | 3.21% | 10.06万 | 5714.70万 | | 600128 | 示索弘业 | 10.87 | 3.03% | 6.71万 | 7209.74万 | | 601061 | 中信金属 | 13.96 | 2.57% | 24.58万 | 3.41亿 | | 600278 | 东方创业 | 7.68 | 2.26% | 7.12万 | 5425.92万 | | 002091 | 江苏国泰 | 8.96 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure operation marks a new development phase characterized by "closure operation and high openness," which is expected to bring significant benefits to individuals and opportunities for businesses [1][3]. Group 1: Policy Changes and Economic Impact - The "closure" does not mean restrictions on entry but rather designates the entire island as a "special regulatory area," allowing for free movement of people while regulating goods [3][9]. - A significant expansion of the "zero tariff" list will occur, increasing from 1,900 to approximately 6,600 items, covering 74% of product categories, which will enhance consumer access to affordable imported goods [7][10]. - The implementation of a "dual 15%" tax incentive policy will benefit eligible enterprises and key talents, reducing corporate income tax to 15% [11][10]. Group 2: Benefits for Individuals and Businesses - Individuals will experience lower prices for imported goods, improved medical services, and increased employment and entrepreneurial opportunities due to the new policies [13][7]. - For entrepreneurs, the Hainan closure policy offers a tailored business environment with low tax burdens, high freedom, and strong incentives, making it an attractive location for future investments [9][13]. - The simplified foreign investment negative list allows for equal treatment of domestic and foreign investments, significantly lowering costs for businesses importing equipment and raw materials [10][9]. Group 3: Specific Industry Opportunities - The policy encourages specific industries such as tourism, modern services, high-tech industries, and tropical agriculture to benefit from reduced corporate tax rates [11][10]. - The ability to import raw materials at zero tariffs and process them on the island, with tax exemptions on value-added products, creates a favorable environment for manufacturing and processing trade enterprises [10][9].

Core Viewpoint - Yancheng Port (08310) announced the sale of a 51% stake in Qianhai Tomorrow Supply Chain (Shenzhen) Co., Ltd. by its wholly-owned subsidiary Dafeng Port and Shun International Investment Co., Ltd. to Sheyang Jinport Logistics Co., Ltd. for RMB 31 million [1] Group 1 - The target company is registered in China and primarily engages in trade and supply chain management services [1] - The sale will allow the group to recover capital from the equity and reallocate the funds to its core business [1] - By concentrating resources on core competencies, the group aims to avoid inefficiencies caused by resource dispersion, enhance its core competitiveness, and establish a more solid foundation for sustainable development [1]

参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为1.9256，近一年增长59.95%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 公司供应链运营业务保持稳定的回报水平，在2021-2024年间归母净利润规模在33-40亿元区间，对应 ROE超15%，业绩压舱石作用凸显。面对全球政治经济环境波动，公司通过完善风控体系和优化业务布 局来应对外部挑战，形成了"专业化、分级化、流程化"的风险管控体系，并构建起辐射全球超170个国 家和地区的供应链运营服务体系，近5年内签约合作的境外供应商和客户数量超过2万家。 在数智化转型方面，建发股份积极探索AI等新技术在供应链运营中的应用，将数智化技术深入应用于 产业链生态圈构建、风控体系建设以及日常经营管理活动中。美凯龙方面，截至2025年三季度末自营商 场出租率达84.7%，较2024年末提升1.7个百分点，公司通过推进"3+星生态"战略，升级高端电器馆、推 进M+高端设计中心、引进多元化 ...

Core Viewpoint - Yancheng Port (08310) announced the sale of a 51% stake in Qianhai Tomorrow Supply Chain (Shenzhen) Co., Ltd. by its wholly-owned subsidiary Dafeng Port and Shun International Investment Co., Ltd. to Sheyang Jinport Logistics Co., Ltd. for RMB 31 million [1] Group 1 - The target company is registered in China and primarily engaged in trade and supply chain management services [1] - The sale will allow the group to recover capital from the equity and reallocate the funds to its core business [1] - By concentrating resources on core competencies, the group aims to avoid inefficiencies caused by resource dispersion, enhance its core competitiveness, and establish a more solid foundation for sustainable development [1]

Core Viewpoint - The launch of the Hainan Free Trade Port's full island closure operation is a strategic move by China to enhance high-level openness to the outside world, rather than a means of isolation from the mainland [1][3]. Group 1: Policy Changes - The term "closure" refers to establishing a regulatory boundary between Hainan and foreign countries, not between Hainan and the mainland, allowing for continued free movement of people and goods within China [3]. - Hainan will become a "special zone" with policies such as duty-free imports, tax incentives for processing and value-added sales, and enhanced trade liberalization [3][5]. - This transformation positions Hainan as China's largest "super open test field," facilitating the import of foreign raw materials for processing and re-exporting to the mainland without tariffs [3][5]. Group 2: Economic Opportunities - The new policies will attract global resources to Hainan, making it a strategic hub connecting domestic and international markets, thus expanding China's openness from "points" to "lines" and then to "areas" [3][5]. - Consumers in Hainan will benefit from a wider variety of affordable imported goods, enhancing the shopping experience without the need to travel abroad [5]. - The influx of domestic and international businesses will create numerous job opportunities in sectors such as cross-border trade, high-end tourism, digital economy, and high-tech industries [5]. Group 3: Strategic Implications - The full closure operation sends a clear signal to the world that China's doors to openness will continue to expand, even amid a complex international environment [5][7]. - Hainan's development is expected to drive high-quality growth in the South China region and provide a replicable model for high-level openness across the country [5][7]. - The initiative aims to elevate Hainan from a "tourist island" to an "open highland," contributing significantly to China's modernization efforts [7].

海南自由贸易港全岛封关运作18日正式启动。多国人士表示，海南自贸港封关运作为国际贸易和投资提供了更加便利的环境，也为各国企业深化对华合作拓 展了现实路径，有望为深化国际经贸合作注入新动能。 0:00 加拿大西三一大学副校长 菲利普·莱尔德：海南自由贸易港全岛封关是习近平主席领导中国深化对外开放迈出的标志性一步，它代表了一种高水平的制度创 新。在当前全球背景下，中国决定将开放推进到具体举措，发出了强烈而积极的信号。它表明，中国致力于开放，不仅仅是原则上的开放，而是通过以制度 为基础，以行动为导向的革新。 菲律宾卡加延省副省长 曼努埃尔·曼巴：这是打破保护主义壁垒的有效方式，我坚信这是正确的发展方向，这将促进全球商品与服务往来的通畅。 责编：秦雅楠、侯兴川 巴西圣保罗州立大学国际问题学者 马科斯·皮雷斯：海南自贸港这个平台非常重要，比如，在开拓新市场方面，像巴西咖啡或其他发展中国家，提供的商品 都能借此发展，这是一个非常好的机遇，需要向外界宣传推广，让那些有望进入中国市场的出口商和生产商，能够了解这一新动态，进而制定进军中国市场 的新策略。 古巴世界经济研究中心国际金融部主任 格拉迪斯·埃尔南德斯：海南这片区域具 ...

证券之星消息，12月18日贸易板块较上一交易日上涨1.33%，南京商旅领涨。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。贸易板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日贸易板块主力资金净流入1.18亿元，游资资金净流出7477.3万元，散户资金净 流出4340.57万元。贸易板块个股资金流向见下表： ...

Market Overview - The Shanghai Composite Index closed at 3876.37 points, up 0.16%, with a trading volume of 704.90 billion yuan [1] - The Shenzhen Component Index closed at 13053.98 points, down 1.29%, with a trading volume of 950.59 billion yuan [1] - The ChiNext Index closed at 3107.07 points, down 2.17%, with a trading volume of 444.40 billion yuan [1] Sector Performance Gaining Sectors - The pharmaceutical and commercial sector increased by 5.92%, with a trading volume of 137.65 million hands and a net inflow of 10.67 billion yuan [2] - The banking sector rose by 1.81%, with a trading volume of 336.72 million hands and a net inflow of 75.68 billion yuan [2] - The chemical fiber sector saw a gain of 1.73%, with a trading volume of 69.47 million hands and a net inflow of -0.50 billion yuan [2] Declining Sectors - The components sector decreased by 2.30%, with a trading volume of 97.23 million hands and a net outflow of 7.57 billion yuan [2] - The battery sector fell by 1.95%, with a trading volume of 150.41 million hands and a net outflow of 5.94 billion yuan [2] - The electronic chemicals sector declined by 1.35%, with a trading volume of 70.26 million hands and a net outflow of 2.04 billion yuan [2]

Group 1: Consumption and Lifestyle - The range of zero-tariff imported goods has expanded from 1,900 items to over 6,600, covering 74% of tax categories, with prices of cosmetics, luxury goods, and electronics generally 20%-50% lower than mainland prices [2] - Imported fruits and maternal and infant products are expected to see price reductions due to tariff exemptions, with Chilean cherries potentially decreasing by 20% [3] - Tourists can retain a duty-free quota of 100,000 yuan per year, and a new "buy now, pick up" model for items priced ≤20,000 yuan has been introduced [2] Group 2: Employment and Entrepreneurship - Individual income tax for residents living in Hainan for over 90 days is capped at 15%, significantly lower than the mainland's maximum of 45%, resulting in substantial tax savings [8] - Corporate income tax for encouraged industries has been reduced to 15%, alongside zero tariffs on imported equipment, leading to a 20% reduction in operational costs for businesses [8] - New high-paying job opportunities are emerging in cross-border e-commerce, international logistics, and biomedicine, with salary increases potentially exceeding 30% [8] Group 3: Business Benefits - "First-line" imported goods that meet conditions can be directly released, while "second-line" goods entering the mainland will be managed through classified channels [9] - Companies can freely allocate global funds through Hainan Free Trade Port accounts, enhancing offshore trade settlement efficiency, with offshore trade volume expected to reach $11.95 billion by 2024 [10] Group 4: Medical and Educational Internationalization - The Boao Lecheng International Medical Tourism Pilot Zone has introduced over 500 types of foreign new drugs and medical devices, with approval times reduced to 72 hours [5] - Twelve new international schools have been established in areas like Lingshui Li'an, offering international education programs such as the IB curriculum [6] Group 5: Challenges and Risks - The tourism peak season may lead to increased local prices for fruits and seafood, and there is a need to guard against "proxy purchasing" smuggling [11] - The influx of talent may raise employment thresholds, leading to intensified competition for high-end positions [12]