3. 旅游服务赛道：封关后"境内关外"优势凸显，国际游客会增多，高端酒店、特色旅游、邮轮航线需求 会涨；关注重点：在海南有大量优质资产的旅游集团，还有做定制化旅游服务的企业。 4. 跨境贸易赛道：零关税+低企业所得税（15%），吸引外贸企业入驻，物流、仓储、报关业务需求激 增；关注重点：海南本地的跨境物流龙头，还有能提供一体化外贸服务的公司。 二、存款搬家受益赛道（增量资金直接利好） 各位老铁，帮主郑重这就把"海南封关+存款搬家"的核心受益赛道整理清楚，都是中长线能稳稳拿的方 向，简单好懂，直接照着盯就行： 一、海南封关受益赛道（政策红利确定性最强） 1. 免税消费赛道：受益逻辑是封关后74%进口商品零关税，免税购物额度和品类都会扩容，像海口国际 免税城新品类卖断货就是信号；关注重点：有线下免税渠道、供应链成熟的龙头企业，尤其是能快速上 新爆款品类的公司。 2. 跨境金融赛道：EF账户体系已经成熟，跨境资金流动更自由，跨境资管、外汇交易业务会爆发；关 注重点：在海南布局跨境金融业务的银行、券商，还有参与跨境支付的金融科技公司。 总结下来，这两类赛道都是政策+资金双驱动，中长线拿着心里有底。 1. 宽基ETF及 ...

第二类动词是"免"：免征、减免等，几乎都指向同一件事——帮企业降成本。"零关税"商品从1900项扩大 到6600项，能免税进海南的商品种类，一下子多了很多。在海南，对进口原料加工增值达到或超过30%的 货物，进入内地时即可免征进口关税。特别的是，这项政策不是只算一家企业的账：在岛内由多家企业分 工加工，累加计算增值达到30%，产品进入内地即可免征关税。就比如，一批进口的咖啡豆，先在一个企 业被加工成咖啡粉，再通过另一个企业制成咖啡液，加起来增值达到30%，再进入内地，即可免征关税。 实际是在鼓励把一条产业链留在岛内衔接起来。企业更省钱，创业更划算，对于普通人来说，去海南发展 有了低成本的基础。 第三类动词是"简"：简化、便利、优化等，主要集中在"人"的流动和"事"的办理上。封关后，海南和内地 之间的人员流动，仍按境内流动管理，不增加证件，不增加手续。相反，很多跨境、通关流程被简、优、 快了。简，才是让人能留下来的关键动词。 把这三组动词连起来看：海南封关真正打开的，不只是海关，而是与每个人相关的动词。 央视新闻消息，海南自由贸易港全岛封关运作今天正式启动。记者这两天在社交平台上发现，"去海南"后 面连的动词从 ...

Group 1 - The full island closure of Hainan Free Trade Port is expected to enhance cooperation with ASEAN, leading to broader opportunities in trade and investment [1][2] - Bilateral trade between Hainan and ASEAN has increased from 23.66 billion RMB in 2020 to an expected 57.91 billion RMB in 2024, indicating deepening collaboration in agriculture, investment, shipping, and tourism [1][2] - Hainan is enhancing connectivity with ASEAN countries through new air routes and the development of Yangpu Port as an international hub, establishing a network covering Southeast Asia [1][2] Group 2 - The combination of geographical advantages and the full closure operation policy is set to elevate Hainan's cooperation level with ASEAN, with multiple maritime cooperation projects being launched [2] - The zero-tariff policy and other incentives post-closure are anticipated to accelerate investment flows, positioning Hainan as a hub for Indonesian enterprises investing in China and vice versa [2] - Hainan is expected to become a demonstration zone for the upgraded China-ASEAN Free Trade Area 3.0, focusing on green industries, talent recognition, and industrial chain integration [3] Group 3 - The signing of the upgraded RCEP agreement introduces new fields such as digital economy and green economy, providing dual benefits for cooperation between Hainan and ASEAN [3] - There is significant potential for collaboration in cross-border e-commerce, with suggestions for establishing a non-governmental organization to facilitate this in Hainan [3] - Companies are actively planning new strategies, including integrating supply chains for coconut and high-end durian products from Indonesia and Malaysia, and enhancing logistics efficiency [3]

据介绍，哈尔滨自贸片区自2019年设立以来，始终牢记"制度创新、先行先试"使命，立足"向北开放"战 略定位，在政府职能转变、投资贸易便利化、对外开放合作、新质生产力培育等领域持续突破，走出了 具有哈尔滨特色的开放发展之路。 在投资贸易便利化方面，哈尔滨自贸片区聚焦对俄合作核心优势，打造标志性创新举措。在莫斯科格林 伍德设立投资服务促进中心，搭建商品展示、商贸洽谈、跨境交流、产品销售桥梁，已吸引13家对俄合 作企业入驻。创新"跨境异地协同审批"模式，实现哈尔滨片区营业执照在莫斯科远程发放；引入俄罗斯 联邦工商会"全苏鉴定中心（SOEX）"，为对俄进出口产品双向鉴定互认奠定基础，畅通中俄贸易合作 通道。 从哈尔滨市政府新闻办获悉，"十四五"时期，中国（黑龙江）自由贸易试验区哈尔滨片区深化"多区叠 加"优势，打造全国首个政府主导、多级事权集成、线上线下（300959）融合的对俄综合服务中心，设 置三大板块11个专业窗口，提供企业全周期"一站式"服务。 据介绍，"十四五"时期，哈尔滨自贸片区以制度创新为核心引擎，累计形成自主创新案例362项，多项 成果在全国、全省推广。在政府职能转变领域，创新实施检验检测"双审合一" ...

"十四五"期间，哈尔滨片区创新实践广受认可，累计67项案例入选黑龙江自贸试验区省级创新实践案例，4项案例获评中国改革年度地方全面深化改革典 型案例，8项案例入选《自贸片区创新联盟重要制度创新案例成果汇编》。 中国发展网讯 高宝玲 记者袁小峰报道 12月11日上午，哈尔滨市人民政府新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会第六场，中国 （黑龙江）自由贸易试验区哈尔滨片区管委会专职副主任张建国出席发布会。 张建国介绍，"十四五"期间片区以制度创新为核心、加快构筑向北开放新高地的发展成就与实践探索。哈尔滨片区自2019年设立以来，始终牢记"制度创 新、先行先试"使命，立足"向北开放"战略定位，在政府职能转变、投资贸易便利化、对外开放合作、新质生产力培育等领域持续突破，走出了具有哈尔 滨特色的开放发展之路。 "十四五"时期，哈尔滨片区以制度创新为核心引擎，累计形成自主创新案例362项，多项成果在全国、全省推广。在政府职能转变领域，创新实施检验检 测"双审合一""双评合一"新模式，将原有"2个审批事项2套审批流程"整合为"同时申请、同时评审、同时发证"，全流程办理时限从2个多月压缩至16天， 大幅降低 ...

12月10日至11日举行的中央经济工作会议为2026年经济工作指明了方向。会议提出的"稳中求进"总基调 以及一系列宏观政策与产业部署，成为资本市场关注的焦点。多位基金经理表示，政策组合拳为资本市 场提供了有利的基本面、资金面和情绪面支撑。机构预计，会议释放的关键信号将催生消费升级、科技 创新及基建与统一大市场配套等领域的结构性投资机遇。 政策组合拳护航资本市场 ● 本报记者张凌之 一是消费升级领域。某大型基金公司研究人士认为，"坚持内需主导"居于2026年经济工作任务的首位， 大消费板块料获得持续助力。上述资深基金经理表示："耐用消费品及智能消费，包括智能家居、智能 网联汽车、AI消费电子等品类将受益于以旧换新政策扩围；同时，服务消费方面，养老康养、文旅休 闲、医疗健康等赛道，有望获得财政补贴和政策支持。" 二是新质生产力相关领域。某大型基金公司研究人士表示，"坚持创新驱动，加紧培育壮大新动能"的表 述凸显了科技突破的紧迫性，以人工智能等为代表的科技创新板块有望成为长期投资主线。上述资深基 金经理详细列举了新质生产力相关领域，包括以AI应用、半导体、商业航天为代表的硬核科技，以新 能源汽车、高端装备、储能为代 ...

Core Points - The Harbin-Ou and Harbin-Russia freight trains have been operating steadily, with a total of 131,794 TEUs shipped, carrying goods valued at approximately 22 billion RMB [1][3] - The Harbin Free Trade Zone has made significant progress since its establishment in 2019, focusing on a "northward opening" strategy and achieving breakthroughs in government function transformation, investment trade facilitation, and international cooperation [3][4] - During the 14th Five-Year Plan period, the Harbin area has developed 362 independent innovation cases, including a new model for inspection and testing that significantly reduces processing time for business permits [3][4] Investment and Trade Facilitation - The Harbin area has established an investment service promotion center in Moscow, attracting 13 cooperative enterprises and implementing a "cross-border remote approval" model for business licenses [3][4] - New measures have been introduced to address financing difficulties for enterprises, including a management approach for intellectual property pledge financing and various financial incentives [4][5] - The industrial structure has shifted from primarily importing bulk products to a balanced export of machinery and electrical products, with a focus on green food, high-end equipment, and biomedicine as the leading industries [4][5] Cross-Border Logistics and Services - A comprehensive cross-border logistics network has been developed, integrating air, rail, and road transport, with the "Long Trade Pass" platform providing full visibility of cargo transport [5] - The Harbin Bonded Logistics Center has received approval from multiple government departments, enhancing the area's bonded functions and facilitating cross-border e-commerce [5] - The Harbin area has implemented a "single window" for international trade and established a multi-language arbitration network to support cross-border commercial activities [4][5]

Core Insights - The event "Five Years of Openings, New Journey - Enjoying Good Goods at the China-Kazakhstan Border Market" was held to showcase the achievements of the Tachen Key Development and Opening Experimental Zone over the past five years and to enhance cross-border trade and cultural exchanges between China and Kazakhstan [1][2] Group 1: Event Overview - The event featured three core components aimed at creating an immersive consumer and cultural experience, including speeches from key leaders and cultural performances [2] - A highlight of the event was the "Cross-Border Goods Shopping Carnival," which showcased a variety of products from Kazakhstan and China, utilizing mobile app services for convenient customs clearance [5] Group 2: Economic and Cultural Impact - The event aimed to enhance social awareness and influence by showcasing the core achievements in institutional innovation, industrial upgrading, and improving people's livelihoods over the past five years [6] - The activities were designed to attract quality resources and promote high-quality development in the experimental zone, transforming the border market from a "channel economy" to a "consumption + industry" integration model [6]

来源：环球网 12月7日，由1915巴拿马太平洋国际（万国）博览会组委会、全球经济合作发展促进会主办的"1915巴拿 马太平洋国际博览会2026（美国展）启动会暨全球跨境出海与碳中和高峰论坛"（北京站）在北京梧桐 会客厅举行。 活动汇聚政界、商界、国际机构、学术界及媒体领域300多位嘉宾参加，持续近五小时。论坛以"中国企 业出海新趋势与绿色经济新路径"为核心，为民营企业国际化与绿色发展出谋划策。 活动现场 大会开场播放1915巴博会历史影像后，活动由巴拿马太平洋万国博览会联席主席兼决策委员会执行主 席、中美投资博览会共同主席、美国黄金湾投资集团代表申威主持。他以"跨越世纪的传承与创新"为主 题，阐述百年巴博会意义并介绍了赴美出海一站式解决方案，多维度服务国内中小企业出海战略。 国务院发展研究中心原副主任、中国企业评价协会会长侯云春，从政策研究视角解读国际产业链重构背 景下，中国企业出海面临的新变量、新挑战与政策机遇，提出"新全球化时代是制度、科技、价值观的 综合竞争"的核心观点。 北京国际商贸促进会会长谢京生，强调商协会在企业全球化中的"桥梁作用"，指出中国企业在北美市场 需要坚守合规化与品牌化发展路径。协助 ...

Group 1: Core Insights - During the "14th Five-Year Plan" period, Ordos City in Inner Mongolia has achieved significant high-quality development through reforms and open cooperation, aiming for a higher developmental trajectory [1][9] - The city has established a mechanism for leading key reform tasks, completing 53 major reform tasks with 80 achieving significant results, and has been recognized for its administrative efficiency [2][9] - Ordos has seen a substantial increase in its foreign trade, with total import and export value reaching 9.87 billion yuan and lithium battery exports accounting for 1.15 billion yuan, representing 73% of the region's "new three samples" product exports [2] Group 2: Environmental and Ecological Initiatives - Ordos has made notable progress in ecological governance, implementing integrated protection and systematic management of natural resources, with desertification control rates reaching 50% in the Kubuqi Desert and 85% in the Mu Us Sandy Land [5] - The city has been recognized as a national ecological civilization demonstration zone and has hosted international forums to share its desertification control experiences [5] - Air quality has remained stable at around 90% for good quality, with 100% compliance in urban drinking water quality and zero industrial wastewater discharge [6] Group 3: Economic Development and Reforms - The city has enhanced its external economic activities, with significant growth in cross-border e-commerce and the establishment of new international trade routes, including direct flights to Ulaanbaatar, Mongolia [9][10] - Ordos has improved its business environment, ranking first in the region for five consecutive years in business environment assessments, and has implemented a "one-stop" service model for enterprises [10] - The city has attracted numerous leading enterprises, with 54 new large-scale industrial enterprises and 44,500 business entities established by 2025 [10]