Core Viewpoint - The establishment of a fully closed-off Hainan Free Trade Port on December 18, 2025, marks a significant milestone in China's opening-up process, enhancing the region's economic landscape and regulatory framework [4][5]. Group 1: Regulatory Changes and Operations - The operational framework of the closed-off port will feature a "one line open, one line manage, and island-wide freedom" regulatory system, allowing for free movement of goods while maintaining strict controls on imports from the mainland [6]. - Eight open ports and ten "second line" ports will facilitate a highly open space for various elements to flow freely, enhancing trade efficiency [6]. - Advanced inspection technologies and streamlined processes at key ports are expected to manage increased traffic effectively, with initial estimates of 2,000 vehicles per day at the main cargo ports [6]. Group 2: Economic Opportunities and Industry Growth - The range of "zero tariff" goods will expand from 1,900 to approximately 6,600 tax items, covering about 74% of all goods, significantly increasing the region's attractiveness for trade [8]. - The aviation maintenance sector is poised for growth, with a projected passenger throughput of over 50 million by 2025, benefiting from zero tariffs on imported materials and a capped corporate tax rate of 15% [7]. - The Hainan Free Trade Port is expected to provide a 10% to 15% cost advantage for aircraft maintenance compared to other regions, attracting international airlines to establish operations [7][8]. Group 3: Agricultural and Manufacturing Developments - The closed-off port is anticipated to open new opportunities for the processing and manufacturing sectors, particularly in the agricultural industry, with companies like Hainan Oscar International Grain and Oil Co. benefiting from tax exemptions and increased production capabilities [9][10]. - The company reported a total output value exceeding 4.8 billion yuan in 2023, with expectations to reach 5.9 billion yuan in 2024, largely due to favorable policies from the Free Trade Port [10]. - The processing of imported agricultural products is expected to thrive, with the company exploring international markets and benefiting from the region's strategic location [11]. Group 4: Safety and Quality Control Measures - The establishment of a special customs regulatory area is crucial for ensuring effective oversight and maintaining public health and safety standards [12]. - Advanced facilities and technologies are being implemented to enhance quarantine and inspection capabilities, ensuring the safety of imported goods [13][14]. - The customs authority has reported significant increases in the volume and value of inspected goods, indicating a robust framework for managing the influx of products post-closure [13].

12月20日，第四届中国营养师发展大会在珠海国际会展中心隆重启幕。作为营养健康领域的年度标杆盛会，本届大会汇聚了全国顶尖的营养专家，聚焦行业 最新动态与前沿实践，共商专业标准提升之路，共谋行业发展破局之策，为全民健康注入坚实的专业动能。 第四届中国营养师发展大会在珠海举行 健康中国的实现，既需要产业端的产品创新，也需要服务端的人才支撑。本次大会的一大亮点，便是益海嘉里金龙鱼宣布由金龙鱼慈善公益基金会捐赠150 万元设立"中国营养学会—丰益堂营养师助航基金"，以公益力量破解人才瓶颈，为健康中国筑牢人才根基。 在营养师公益基金发布仪式上，中国营养学会理事长杨月欣教授、中国营养学会常务副理事长马爱国教授、益海嘉里金龙鱼公共事务部执行总监姜元荣博士 等共同启动这一助力行业发展的公益项目。 "中国营养学会—丰益堂营养师助航基金"正式发布 人才破局，公益基金打通科学膳食落地通道 "健康中国2030"战略的深入推进，正在重塑国民健康认知与食品消费逻辑。目前，以益海嘉里金龙鱼为代表的粮油食品企业，已推出多款获得国内营养专家 认可的健康功能性产品。但产业升级的深层挑战，不仅在于生产端的研发创新，消费者对健康功能性食品的认知偏差 ...

12月20日，第四届中国营养师发展大会在珠海国际会展中心隆重启幕。作为营养健康领域的年度标杆盛会，本届大会汇聚了全国顶尖的营养专家，聚焦行业 最新动态与前沿实践，共商专业标准提升之路，共谋行业发展破局之策，为全民健康注入坚实的专业动能。 第四届中国营养师发展大会在珠海举行 健康中国的实现，既需要产业端的产品创新，也需要服务端的人才支撑。本次大会的一大亮点，便是益海嘉里金龙鱼宣布由金龙鱼慈善公益基金会捐赠150 万元设立"中国营养学会—丰益堂营养师助航基金"，以公益力量破解人才瓶颈，为健康中国筑牢人才根基。 在营养师公益基金发布仪式上，中国营养学会理事长杨月欣教授、中国营养学会常务副理事长马爱国教授、益海嘉里金龙鱼公共事务部执行总监姜元荣博士 等共同启动这一助力行业发展的公益项目。 人才破局，公益基金打通科学膳食落地通道 "健康中国2030"战略的深入推进，正在重塑国民健康认知与食品消费逻辑。目前，以益海嘉里金龙鱼为代表的粮油食品企业，已推出多款获得国内营养专家 认可的健康功能性产品。但产业升级的深层挑战，不仅在于生产端的研发创新，消费者对健康功能性食品的认知偏差、专业饮食指导的供给不足，也是制约 科学膳食理念 ...

12月14日至18日，华瑞集团党委副书记、总经理吴涛，副总经理、华瑞面业公司董事长蒋伟一行8人，在参加广东惠州2025脱贫地区农副产品产销对接活 动期间，赴广东、湖南、湖北三省开展实地考察并座谈交流。此次考察聚焦华南、华中面粉市场拓展、供需调研，全力推进粤港澳大湾区绿色农产品生产 供应基地产业项目合作，深化跨区域粮油产业协同发展。华瑞集团外部董事王瑞河、工会主席王伟、董事会秘书李扬及华瑞面业公司相关负责同志参加活 动。 吴涛强调，华瑞面业具备先进技术研发能力和专业团队，能够有效整合并激活现有资源。未来，华瑞集团愿与各方伙伴进一步拓展合作深度，共同探索面 粉产业协同发展新路径，推动产业链上下游深度融合，实现优势互补、共赢发展。 活动期间，考察组还重点调研了安徽、河北、河南及832平台业务专区的特色粮油产品，与当地企业深入交流，详细了解面粉、食用油等农副产品的种植 环境、生产工艺、质量标准与市场营销，学习其在农副产品标准化生产与品牌建设方面的先进经验。 考察期间，吴涛与企业负责人围绕面粉品类供需、精深加工技术、产品市场拓展等议题展开交流座谈，详细了解华南市场供需现状，认真听取客户对华瑞 系列专用面粉品质保持、品类 ...

走进任何一个中国家庭的厨房，金龙鱼的身影几乎无处不在。然而，很少有人知道，这个看似传统的粮 油品牌，实际上掌握着令人震撼的"硬科技"。 据统计，全国年产2亿吨水稻，可产出1600万吨米糠，若全部用于榨油，油脂产量相当于"种"出1300万 吨大豆，对增强我国油脂自给能力、保障粮油安全具有重大战略意义。此外，稻壳用于发电，燃烧后的 稻壳灰可提炼白炭黑用于轮胎制造等工业领域，形成了完整的绿色循环产业链。 一粒米，一滴油，看似平常，却链接着国家战略与百姓餐桌。从1991年推出中国第一瓶小包装食用油、 引领散装油向小包装油的消费模式革命，到如今构建水稻循环经济、引领大米"鲜"时代，金龙鱼的成长 之路，本质是一条以科技创新为引擎的产业升级之路。 这一体系的背后，是深刻的产业变革。以"鲜割"为例，企业倡导在稻谷成熟度九成熟时适时收割。实践 表明，此举不仅能更好地保留稻谷营养与水分，提升大米口感、新鲜度和食味值，更能减少约5%的田 间损失，提高出米率。以北方一季作区为例，如果普遍采用鲜割模式，能够减少约235万吨损失，相当 于约2100万人一年的大米消费量。 从图像色差识别等技术判定最佳收割期，到低温储存、精准碾磨、即碾即装 ...

多项自由贸易港核心政策在洋浦落地见效 封关首日，自贸港"样板间"破局开路 海南日报全媒体记者 吴心怡 海南自由贸易港正式启动全岛封关时，繁忙的洋浦港似乎与往日无异——码头灯火通明，船舶靠泊作 业，岸桥、场桥有序装卸集装箱。然而在涛声壮阔、潮汐涌动中，一切正在寻常之中悄然改写。 洋浦港作为区域国际集装箱枢纽港，是海南自由贸易港最大的海运对外开放口岸。12月18日清晨，伴随 着悠长响亮的鸣笛声，一艘装载着17.9万吨原油的船舶停靠在洋浦港国投洋浦油储码头30万吨级原油泊位。 这是海南自由贸易港正式启动全岛封关后的第一批通关"零关税"石化原辅料。封关首日，许多"第一次"在洋 浦经济开发区落地。 洋浦是海南自贸港的"样板间"，也是"烧开第一壶水"的地方。封关当日，这里的每一艘船舶、每一辆货 车、每一个集装箱都在向世界证明着，海南自贸港正迈上高水平对外开放的新起点。 新红利：多项政策落地提供实施样板 享受累计加工增值免关税的产品是伟达化工的集装吨袋。它的原料是海南炼化进口丙烷后加工生产出的 聚乙烯、聚丙烯，由伟达化工经拉丝、吹膜等多项工序制作而成，累计加工增值率达到30%以上，免关税后 成本明显下降。"我们一年在海南采 ...

金健米业所属申万行业为：农林牧渔-农产品加工-粮油加工。所属概念板块包括：电子商务、小盘、乡 村振兴、湖南国资、国产乳业等。 截至9月30日，金健米业股东户数10.37万，较上期减少6.91%；人均流通股6188股，较上期增加7.42%。 2025年1月-9月，金健米业实现营业收入23.73亿元，同比减少20.85%；归母净利润1255.43万元，同比增 长1833.84%。 分红方面，金健米业A股上市后累计派现2024.99万元。近三年，累计派现0.00元。 12月19日，金健米业盘中上涨2.09%，截至10:48，报6.84元/股，成交8209.52万元，换手率1.89%，总市 值43.90亿元。 资金流向方面，主力资金净流入63.28万元，特大单买入952.33万元，占比11.60%，卖出577.31万元，占 比7.03%；大单买入1639.25万元，占比19.97%，卖出1950.99万元，占比23.76%。 金健米业今年以来股价涨1.63%，近5个交易日跌0.15%，近20日跌3.53%，近60日跌0.29%。 今年以来金健米业已经2次登上龙虎榜，最近一次登上龙虎榜为4月10日，当日龙虎榜净买入1. ...

【环球时报赴海南特派记者 郭媛丹】编者的话：随着18日海南自由贸易港正式启动全岛封关运作，多种政策利好将为企业注入新的发展活力。"加工增值超 30%免关税"等核心政策将给海南的二次加工企业带来前所未有的增长空间；"零关税"等政策则为飞机、游艇维修等新型产业释放更多发展潜力。在接受 《环球时报》记者采访时，多家相关产业的企业负责人对海南封关后的发展前景充满信心，表示"未来必将更加开放、更加便利、更具成本优势"。 "边运行、边发现、边整改、边完善" 全岛封关是海南自贸港建设新阶段的开始。封关后，海南将敞开一扇通往全球的"便捷之门"，形成新的经济增长点。其中，"一线"放开是指将海南自贸港与 中国关境外其他国家和地区之间作为"一线"，实施进口货物"零关税"、放宽贸易管理等自由化便利化措施。以岛内现有8个对外开放口岸作为 "一线"口岸， 对符合条件的进口货物径予放行。 "像'零关税'政策、放宽贸易管理措施、加工增值免关税政策都是希望海南打造对外开放的高地。一方面提高对外开放能效，另一方面助力产业高质量发 展。"海口海关所属洋浦海关副关长王远忠对《环球时报》记者说，洋浦港现有35条国际航线，将来会是自贸港"一线"放开的主 ...

Core Insights - The establishment of the Hainan Free Trade Port (FTP) is progressing towards its full operation by December 18, 2025, with significant interest from various enterprises aiming to capitalize on the opportunities presented by the new policies [1][2][9]. Group 1: Company Developments - Hainan Oscar International Grain and Oil Co., Ltd. has successfully established its production facility in Hainan, achieving a record production timeline of just 8 months from signing to operation, reflecting the favorable business environment [4][6]. - The company reported a production value of 10 billion yuan in its first year of operation, which increased to 59.5 billion yuan by 2024, showcasing substantial growth driven by the FTP policies [6][8]. - The company has benefited from tax incentives, including a nearly 3 billion yuan reduction in costs due to various tax exemptions and incentives provided by the FTP [6][8]. Group 2: Policy Impact - The FTP's "zero tariff" policy has been a significant draw for businesses, allowing for the import of goods without tariffs, which is expected to expand from 1,900 to approximately 6,600 tariff items post-closure [9][10]. - The policy is designed to enhance the competitiveness of local businesses by reducing raw material costs, with estimates indicating savings of 24-26 million yuan on imported materials due to tariff exemptions [8][9]. - The overall business environment in Hainan has improved, with a reported increase in the number of operating entities surpassing the total from the previous 30 years, and 104 multinational companies establishing regional headquarters in the area [2][9]. Group 3: Future Opportunities - The upcoming full operation of the FTP is anticipated to create a surge in cross-border e-commerce, international logistics, and tourism-related industries, presenting new challenges and opportunities for local enterprises [14][15]. - Entrepreneurs are encouraged to engage in sectors that align with the FTP's incentive policies, particularly in high-end manufacturing, biotechnology, and deep processing of agricultural products, to maximize benefits from the favorable tax environment [15][16]. - The local population is expected to benefit from improved job opportunities and enhanced living standards as more businesses establish operations in Hainan [12][13].

Core Insights - The implementation of the Hainan Free Trade Port's policies, particularly the "processing value-added over 30% exempt from tariffs," is creating unprecedented development opportunities for various industries, including food processing and medical devices [1][4]. Group 1: Food Processing Industry - Oscar International Grain and Oil Co., Ltd. is one of the first companies to benefit from the tariff exemption policy, with an annual processing capacity of 200,000 tons of raw materials, leading to significant cost savings of several million yuan annually [3][4]. - The tariff exemption allows Oscar to save 3% on soybean imports and 9% on rapeseed, with cumulative policy benefits amounting to nearly 300 million yuan since 2021 [4][5]. - The policy has led to a reduction in customs clearance time by over 70%, enhancing operational efficiency for companies like Oscar [5]. - The processing value-added policy is expected to attract more high-end manufacturing and high-value-added processing industries to Hainan, reshaping the local food processing landscape [4][6]. Group 2: Beef Processing Sector - Companies like Zui Niu (Hainan) International Food Co., Ltd. are relocating to Hainan to take advantage of the tariff exemption, which can reduce production costs by approximately 10% [6][7]. - The policy allows for a complete exemption of the 12% import tariff on beef if the processing value exceeds 30%, encouraging companies to enhance their product offerings [6][7]. - The reduction in customs clearance time from days to hours ensures the freshness of imported beef, improving supply chain responsiveness [7][8]. - The policy is fostering a clustering effect in the beef processing industry, potentially leading to a more competitive market with stronger domestic brands [8]. Group 3: Medical Device Industry - Hainan Weili Medical Technology Development Co., Ltd. has benefited from the processing value-added policy, saving 4 million yuan in tariff costs since its inclusion in 2023 [8]. - The policy has improved cash flow by eliminating the need for upfront payment of import tariffs and VAT, thus enhancing operational efficiency [8]. Group 4: Coconut Processing Industry - The new tariff policies are significantly reducing costs for coconut processing companies, allowing for more competitive pricing in the mainland market [9][10]. - The ability to process coconuts in Hainan and achieve over 30% value-added can lead to substantial cost reductions, enhancing profit margins [9][10]. - The policy is expected to attract high-value coconut products and advanced processing techniques to Hainan, promoting industry growth [10].