x 大大基金 链接您与财富 B a - BB ex 2 = 2 E F.F III 概念股+利好塞道梳理 12月18日,海南自由贸易港正式启动全岛封关。海南岛将建成 一个海关监管特殊区域,实施"一线放开、二线管住、岛内自由" 的基本政策。 海南概念股 | 矿产/能源 | 高端制造 | | --- | --- | | 中钨高新 广晟有色 海南矿业 洲际油气 | 金盘科技 海马汽车 | | 新大洲A | 农林牧渔 | | | 神农种业 京粮控股 | | 医药健康 | 海南橡胶 罗 牛 山 | | 海南海药 康芝药业 | | | ST葫芦娃 | 免税概念 | | | 中国中免 凯撒旅业 | | 交通运输 | | | 海峡股份 海汽集团 | 基建建设 | 12月18日，海南自由贸易港全岛封关运作正式启动。 中信证券研报认为，封关最大意义在于贸易端，同时有助于海南加快建设国际旅游消费中心，岛内旅游产业链相关经营主体（景区、酒店、旅游零售商、 出行服务商等）将长期受益。 西南证券则表示，海南自贸港封关之后，免税购物、跨境金融、国际航运等领域有望迎来投资机遇。 免责声明 文章封面图来源于AI， 以上观点来自相关机构，不代表 ...

旅游行业的口碑直接影响游客的出行选择，而旅游行业的舆情又具有季节性、突发性的特点。比如节假日期间，景区的人流量大，很容易出现服务不到位、 安全隐患等问题，进而引发负面舆情；某条旅游线路的负面评价，也可能影响整个旅行社的业务。所以，做好舆情监测，对于旅游企业来说非常重要，而 Infoseek舆情系统，就是旅游企业的舆情管理好帮手。 Infoseek舆情系统能为旅游企业提供全方位的舆情监测服务。它能实时监测全网和旅游企业相关的舆情信息，包括景区评价、酒店口碑、旅游线路反馈、行 业政策等。系统能精准抓取相关的关键词，不管是正面的推荐、游客的好评，还是负面的投诉、吐槽，都能第一时间掌握。 而且Infoseek舆情系统能对舆情进行分类分析，比如按舆情来源、舆情类型、影响范围等，让旅游企业负责人能清晰了解舆情动态。对于负面舆情，系统能 及时发出预警，并提供处置建议，比如怎么和游客沟通、怎么整改问题、怎么发布官方声明等。另外，系统还能监测行业热点和竞争对手的舆情动态，帮助 旅游企业及时调整经营策略。有了Infoseek舆情系统做舆情监测，旅游企业就能有效维护品牌口碑，吸引更多游客，实现业务的稳定发展。 旅游行业的舆情来源主 ...

图源：视觉中国 12月18日，海南自由贸易港全岛封关运作正式启动，利好传导至旅游市场。据去哪儿旅行，截至12月18 日，海口、三亚搜索量位列全国热门城市前五名。 热度也延续到了两个月后的春节。2026年春节期间（2月15日至23日），飞往海口的机票预订量同比增 长1.3倍，三亚增长80%，其中，将于春节期间前往海口的旅客主要来自上海、北京、杭州、重庆、成 都、长沙、西安、天津、贵阳、青岛，前往三亚的旅客主要来自上海、北京、南京、成都、深圳、无 锡、杭州、太原、宁波、天津。 酒店方面，2025年全年，海南省酒店预订量较去年增长21%，热门商圈中，三亚海旅免税城、三亚国际 免税城、海口日月广场免税店周边酒店预订量跻身前十名，其中三亚海旅免税城附近酒店预订同比增长 20%。 来源：北京日报客户端 记者：潘福达 入境游方面，据平台数据，新年节日季期间，海口入境国际机票增长40%以上。2026年春节期间飞往海 口的国际机票量同比增长1倍以上，主要客源国家为俄罗斯、新加坡、澳大利亚、马来西亚、韩国、泰 国等。 即将到来的元旦假期，也是海南封关运作后的首个小长假。平台数据显示，预订于2026年元旦期间（1 月1日至3日）飞 ...

Group 1 - The core viewpoint of the news is the extension of the visa-free transit policy from 72 hours and 144 hours to 240 hours, which is expected to significantly boost inbound tourism and consumption in China [1] - Since the implementation of the new policy, a total of 40.6 million foreign visitors have entered the country, marking a year-on-year increase of 27.2%, with those utilizing the 240-hour visa-free transit seeing a 60.8% increase compared to before the policy optimization [1] - The new inbound tourism trends include diversification of source markets, individualized travel methods, niche destinations, and lifestyle-oriented experiences, with foreign tourists engaging in activities such as snow sports in Northeast China and shopping in the south [1] Group 2 - The facilitation of the inbound policy is complemented by a significant increase in the number of duty-free shops, which have tripled to over 10,000 by the end of August 2024, and a 22-fold increase in duty-free sales in the first three quarters [3] - The types of goods available for inbound shopping have shifted from traditional souvenirs to include intangible cultural heritage products and electronics, with major shopping districts offering "buy now, refund later" services [3] - The average length of stay for tourists has increased from 5.3 days to 7.8 days, leading to an 85% growth in spending on accommodation and dining [3]

虽然前半生走过不少名山大川，但第一次走进海南热带雨林，我还是被深深震撼到了。 以前来海南过冬，我总爱去海边逛，这次走进热带雨林才发现，这里的游玩项目一点也不少。在零 桩号的母山咖啡驿站，我们一边休息一边喝着当地产的咖啡，看着周围的绿树，感觉很惬意;到了县 城，大家还品尝了当地的簸箕宴——硕大的簸箕上铺着粽叶，中间是葱油山鸡，周围摆满河虾、手工豆 腐、野生芭蕉芯和三色饭，食材都是当地产的，味道很地道。在海南百花岭热带雨林文化旅游区，工作 人员给我们介绍了热带雨林植物形成的"十大奇观"，参天的古树、三级相连的瀑布，让我真切感受到了 大自然的神奇。 2025年初，我从黑龙江来海口过冬，正好赶上环热带雨林国家公园旅游公路(以下简称环热旅游公 路)观光巴士开通，就报名参加了"海口至琼中雨林秘境之旅"专线，想亲身感受下热带雨林的独特魅 力。 一路上，我仔细观察沿途的景色变化：从海口的城镇街区出发，经过一片片农田，再到丘陵地带， 最后进入山区，两边的绿色越来越浓。当观光巴士到达琼中黎母山镇的环热旅游公路零桩号时，我赶紧 下车走进树林，深吸一口气，空气特别清新，一下子就觉得旅途的疲惫都没了。 黑龙江游客项伟： 环热旅游公路 ...

即推动旅游业、现代服务业、高新技术产业、热带特色高效农业四大主导产业补链延链、优化升级； 持续推进向种图强、向海图强、向天图强、向绿图强、向数图强"五向图强"； 创新发展生物制造、氢能、脑机接口、具身智能等"四新"未来产业； 在封关前夕，各项软硬件准备工作已全面就绪。自今年9月起，海南启动了10个"二线口岸"的试运行，并在11月18日进入封关运 作合成演练和7×24小时热运行阶段。12月上旬，海口新海港和南港"二线口岸"(货运)集中查验场顺利通过了封关前最后一轮压力 测试。第三方测评显示，通关流程已更加顺畅、有序，能够满足大多数经营主体的通关需求。 封关运作带来的最直接变化，是"零关税"政策红利的全面扩大与深化。根据财政部、海关总署、税务总局联合发布的政策，"零 关税"商品范围已从原有的部分清单大幅扩展至约6600个税目，"零关税"商品比例达到74%，这意味着绝大多数进口商品进入海 南都将免除包括进口关税、进口环节增值税和消费税。 封关不是终点，而是产业跃升的新起点。未来海南将围绕"45432"发展架构，推动构建具有海南特色和优势、梯次布局的现代化 产业体系。 视频、设计丨王学权王冰 12月18日，海南自由贸 ...

Core Viewpoint - The Hainan Free Trade Port will officially start its full island closure operation on December 18, enhancing shopping convenience and cost-effectiveness for tourists without changing existing travel procedures [1][3]. Group 1: Policy Changes - The "zero tariff" product range has expanded to approximately 6,600 tax items, covering about 74% of all product tax items, an increase of 53 percentage points compared to before the closure [3]. - The policy allows for the sale of six categories of domestic goods in duty-free shops, including clothing, ceramics, and tea, with VAT and consumption tax exemptions [3]. - Residents with departure records are allowed unlimited purchases of 15 categories of "immediate purchase and pick-up" products within a calendar year [3]. Group 2: Impact on Tourism - Tourists will find shopping in Hainan more affordable, especially for duty-free items, with the "immediate purchase and pick-up" process simplifying the shopping experience [4]. - The number of inbound tourists is expected to increase due to the expanded visa-free policies for 86 countries, enhancing the convenience of duty-free shopping for international visitors [5]. - Hainan aims to attract 97.2 million tourists in 2024, representing an 8% year-on-year growth [5]. Group 3: Future Developments - Hainan plans to create influential cultural and tourism consumption scenarios, upgrading existing attractions and enhancing the overall tourist experience [6]. - The city of Sanya will focus on innovative tourism marketing strategies and aims to double the number of overnight international visitors by 2030 [6].

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 ...

以下文章来源于旅界 ，作者theodore熙少 旅界 . 兴冲冲免签去俄罗斯，哭着想回国。 文 ｜ theodore熙少 来源｜ 旅界（ID：tourismzonenews） 封面来源 ｜ Unsplash 最近，俄罗斯对华免签消息一出，给不少身边朋友整激动了。 毕竟早在9月中国对俄免签后，普京曾给出对等免签承诺，这让很多人苦等了3个月后，一度以为只是张口惠而实不至的空头支票。 跟踪时代浪潮，讲述文旅商业好故事。 现在俄罗斯对中国免签真的来了，这对于很多早已厌倦了东南亚海岛、又因为日本航班取消而头疼的中国游客来说，显然是天降喜讯。 家在广东做外贸生意的90后阿豪，是免签后第一批踏上莫斯科的中国游客。 他对俄罗斯想象，完全建立在过去十年的全球旅行经验之上，落地，插卡，打车，入住，这应该是一套行云流水的标准动作。 但现实给了他狠狠一记耳光。 阿豪落地谢列梅捷沃机场的那一刻，习惯性地掏出手机准备连网报平安，他提前在国内买好的漫游包显示已激活，信号格那个位置，却始终是个令人心慌的 圆圈。 阿豪开始以为是机场屏蔽，拖着行李箱走了两公里，依然是一座孤岛，才发现事情不对，只好斥巨资上了辆黑车。 另一位行动力极强的朋友，是有 ...

Core Viewpoint - The Hainan Free Trade Port has officially commenced its full island closure operations, aiming to enhance the flow of people and goods, with various industries seizing the opportunity to expand and adapt to the new policies [1]. Industry Opportunities - The core policies of the Hainan Free Trade Port include "zero tariffs, low tax rates, and simplified tax systems," which are essential for facilitating trade, investment, and the movement of goods and people [4]. - The number of zero-tariff goods has significantly increased, accounting for approximately 74% of all taxable items, benefiting sectors such as pharmaceuticals, high-end food processing, and agriculture [4]. - The scope of beneficiaries has expanded to cover various enterprises and non-profit organizations with actual import needs across the island [5]. - The processing and value-added tax exemption policies have been upgraded, removing previous restrictions on the main business income of beneficiary enterprises, which is expected to attract more trade and logistics companies to Hainan [5]. Company Strategies - A number of listed companies have shifted from strategic planning to tangible actions, with local firms enhancing their operations and external companies entering the market [7]. - The duty-free retail and tourism sectors are leading the charge, with companies like Haikou International Duty-Free City launching new product categories that have seen strong consumer demand, evidenced by a 27.1% year-on-year increase in duty-free shopping amounts in November [7]. - Tourism companies are actively acquiring local assets to strengthen their market presence, as seen with Caesar Travel's acquisitions [7]. - Shipping companies are focusing on infrastructure development, with Haixia Co. launching a new passenger and freight hub designed to handle 35 million passengers annually, enhancing transportation capabilities [8]. - Numerous external companies are also targeting the dual benefits of zero tariffs and international markets, with significant investments announced by firms like Denghai Seed Industry and Shanjin International [8]. Long-term Planning - Experts suggest that companies should focus on long-term development strategies post-closure, aligning with the industrial direction of the free trade port [10]. - The emphasis is on building a modern industrial system with unique advantages, such as establishing an international tourism consumption center and a processing base for agricultural products [10]. - Companies are encouraged to analyze the advantages of trade facilitation, investment convenience, and talent exchange in the Hainan Free Trade Port, optimizing their resource allocation and enhancing their competitive edge [10].