Core Insights - The article highlights the surge of listed companies in various sectors, including duty-free retail, logistics, high-end manufacturing, and modern agriculture, as they seize opportunities presented by the Hainan Free Trade Port policies [1] Industry Opportunities - The core of Hainan's Free Trade Port policy framework is characterized by "zero tariffs, low tax rates, and simplified tax systems," which facilitate trade, investment, cross-border capital flow, transportation, personnel mobility, and orderly data flow [2] - Key highlights of the tax policy post-closure include a significant increase in zero-tariff goods, which now account for approximately 74% of all taxable items, benefiting industries such as pharmaceuticals, high-end food processing, and seed industry [2] - The scope of beneficiaries has expanded to cover various enterprises and non-profit organizations across the island, enhancing the reach of the policy [2] - The upgraded processing and value-added tax exemption policy removes previous restrictions on the main business income of beneficiary enterprises, further easing access to benefits for industries with high import tariffs on raw materials [2] Corporate Strategies - Companies are transitioning from strategic planning to tangible actions to capitalize on the opportunities presented by the closure, resulting in a landscape where local firms deepen their operations while external companies rush to enter the market [4] - Duty-free retail and tourism service companies are leading the charge, with Haikou International Duty-Free City launching a "Good Goods Market" that features a variety of new product categories, achieving significant sales shortly after launch [4] - Data from Haikou Customs indicates a 27.1% year-on-year increase in duty-free shopping amounts in November, the first month of the upgraded policy, with total spending reaching 2.38 billion yuan [4] Infrastructure Development - Port and shipping companies are focusing on channel construction to strengthen transportation capabilities, with Haixia Co. leading in passenger and roll-on/roll-off transport, having launched a new comprehensive passenger transport hub designed to handle 35 million passengers annually [5] - Numerous external companies are targeting the dual benefits of zero tariffs and international markets, with firms like Denghai Seed Industry and Shanjin International announcing significant investments to enhance their operations in Hainan [5] Long-term Planning - Experts suggest that companies should focus on long-term development in conjunction with the Free Trade Port's industrial orientation, considering factors such as track selection, resource integration, and risk management [6] - The emphasis is on building a modern industrial system with Hainan characteristics, including establishing an international tourism consumption center and a processing base for agricultural products aimed at ASEAN markets [6] - Companies are encouraged to analyze the advantages of trade, investment, capital flow, and talent exchange in the post-closure environment to optimize their resource allocation and enhance their competitive edge [6]

Core Insights - Hainan Free Trade Port officially commenced its full island closure operations on December 18, accelerating the realization of its development vision of "people enjoying travel and goods flowing smoothly" [1] Policy Opportunities - The core of Hainan Free Trade Port's policy system includes "zero tariffs, low tax rates, and simplified tax systems," which are essential for facilitating trade, investment, cross-border capital flow, transportation, personnel mobility, and orderly data flow [2] - Key highlights of the tax policy post-closure include: 1. A significant increase in zero-tariff goods, now accounting for approximately 74% of all taxable items, benefiting industries such as pharmaceuticals, high-end food processing, and seed industry [2] 2. The expansion of eligible beneficiaries to cover all entities with actual import needs across the island [2] 3. Upgraded tax exemption policies for processing and value-added, removing restrictions on the main business income of beneficiary enterprises and allowing deductions for self-produced goods from domestic procurement costs [2] Corporate Strategies - Companies are shifting from strategic planning to substantive layouts to seize opportunities presented by the closure, resulting in a scenario of "local enterprises deepening upgrades and external enterprises rushing to enter" [4] - The duty-free retail and tourism service sectors are leading the charge, with Haikou International Duty-Free City launching a "Good Goods Market" featuring various new product categories, achieving rapid sales [4] - Data from Haikou Customs indicates a 27.1% year-on-year increase in duty-free shopping amounts in November, the first month of the upgraded duty-free policy, totaling 2.38 billion yuan [4] Infrastructure and Investment - Port and shipping companies are focusing on channel construction to enhance transportation capabilities, with Haixia Co. leading in passenger and roll-on/roll-off transport, having launched a new comprehensive passenger transport hub [5] - Numerous external companies are targeting the dual benefits of zero tariffs and international markets, with announcements of new investments and expansions, such as Denge Seed Industry planning to invest 30 million yuan in a wholly-owned subsidiary in Hainan [5] - A total of 54 listed companies have issued 129 announcements related to Hainan Free Trade Port this year, indicating strong market interest in the policy opportunities [5] Long-term Planning - Experts suggest that companies should focus on long-term development post-closure, aligning with the industrial direction of the Free Trade Port and considering factors like track selection, resource integration, and risk management [6] - The central government emphasizes the need to build a modern industrial system with Hainan characteristics, aiming to establish an internationally influential tourism consumption center and a processing and storage trading base for agricultural products [6] - Companies investing in Hainan should analyze the advantages of trade, investment, capital flow, and talent exchange in the Free Trade Port to optimize their resource allocation and enhance their competitive edge [6]

1218 海南封关有哪些关注点？20251217 摘要 海南封关后，进口原材料已实施免三税及加工增值 30%免关税政策，但 主要针对企业间交易，对零售环境影响有限，物品和运输方面的政策落 地尚不明显。 海南对约 85 国实行免签，内地游客无需海关检查，但无感通关模式可 能导致回内地时监管缺失，短期内 C 端商品低税率政策难实施。 离岛免税政策优化，预计 2026 年游客数量和购物转化率将提升。2025 年全岛免税商品销售额同比增长超 20%，手机和黄金占比提升。 客单价可能略降，但总体规模预计增长，2026 年增长幅度保底 10%， 得益于即买即提政策和入境游增加。 2026 年离岛游客数量预计增加，购物转化率有望提升。今年最后两月 全岛免税商品销售额同比增长超 20%，手机换机周期及黄金需求是重要 因素。 为迎接封关及春节假期，当局计划发放消费券刺激消费，预计明年市场 规模将继续扩大，但需关注整体消费趋势的影响。 自贸港封关利好机场运营、航运及旅游服务等相关公司，如海南机场股 份、海峡股份及海汽集团等，需结合公司具体情况评估盈利能力。 Q&A 海南自贸港封关的整体进展如何？ 海南自贸港的封关进展相较最初预期 ...

Group 1 - The Hainan Free Trade Port officially launched its full island closure operation on December 18, 2025, marking a new starting point for its construction, with a customs supervision special area established and policies of "one line open, two lines controlled, and free within the island" implemented [1] - Several listed companies are expected to benefit from the policy dividends and market opportunities brought by the Hainan Free Trade Port [2] - Hainan Airport is acquiring control of Hainan Meilan International Airport, aiming to unify the operation of three major international airports in Hainan, with an annual passenger throughput exceeding 50 million [2] Group 2 - Hainan Airport will focus on serving the overall construction of the Hainan Free Trade Port and aims to become a key carrier of institutional openness, including the "seventh freedom of the air, bonded aviation materials, and visa-free policies" [2] - Hainan Expressway is focusing on the "smart transportation" sector for transformation and upgrading, leveraging technology to enhance its transportation services [3] - Caesar Tongsheng Development plans to leverage the opportunities from the closure operation across multiple sectors, including tourism, food, and marine cultural tourism, to provide comprehensive marine tourism experiences and destination services [3]

格隆汇12月17日丨西安旅游(000610.SZ)公布，公司于近日收到公司持股5%以上的股东磐京基金出具的 《西安旅游股份有限公司简式权益变动报告书》，获悉磐京基金于2025年12月16日通过集中竞价交易方 式减持公司股份1.27万股，占公司总股本的0.005364%。本次减持股份后，磐京基金持有公司股份 1183.73万股，占公司总股本的4.99997%，不再是公司持股5%以上股东。 ...

（编辑 黄力） 本报讯 （记者袁传玺）天眼查App显示，近日，泉州市旅游产业有限责任公司成立，注册资本5亿元，经营范围包括旅游 业务、以自有资金从事投资活动、农村民间工艺及制品、休闲农业和乡村旅游资源的开发经营等。股东信息显示，该公司由泉 州文化旅游发展集团有限公司全资持股。 ...

在本次论坛上，世界旅游经济论坛副主席兼秘书长何超琼介绍，澳门特区和大湾区拥有成熟的资本运作 经验，而黑龙江拥有冰雪生态资源，二者有机会实现"资源与资本"的互补，是投资人看重两地合作的原 因。 她介绍，两地交通设施的持续优化是投资信心的重要来源。目前，哈尔滨机场已开通至深圳、广州等大 湾区核心城市的密集航班，未来还将推动黑龙江与澳门的直航航线与空铁联运服务，"缩短旅客的时空 距离，实现早上到大三巴吃葡挞，晚上到中央大街吃冰棍"，还能大幅降低物流与商务成本，为两地经 贸往来铺设一条高效的空中坦途。 凤凰网财经讯 12月16日，世界旅游经济论坛在哈尔滨松北香格里拉酒店举办，本届论坛以"新质生产 力：世界旅游经济新引擎"为主题。 ...

厦门口岸免签外籍旅客人次同比增长超3倍 来源：中国新闻网 编辑：张澍楠 广告等商务合作，请点击这里 在厦门口岸享受该政策的外籍旅客以美国、印度尼西亚、俄罗斯、加拿大、英国等国家人员为主，以旅 游、商务出行为主要目的。厦门凭借独特的闽南文化底蕴、优美的滨海城市风貌及丰富的文旅资源，成 为众多外籍旅客来华入境游的热门目的地。 作为知名侨乡，厦门有丰富密集的东南亚航线网络。目前，厦门高崎国际机场已开通国际客运航线27 条，通达20个国家和地区。自2025年6月12日印度尼西亚加入240小时过境免签适用国家范围后，凭借口 岸密集的航线网络和深厚的贸易合作基础，其迅速成为厦门半年来申办240小时临时入境许可量最多的 国家，申办数量超850人次。 高崎边检站边防检查处处长沈文娟介绍，为便利外籍旅客在口岸现场申请办理240小时临时入境许可， 该站还推出"一站式"服务模式和航司提前网上申报、旅客即到即办、缩短审批时效等服务举措，确保该 政策高效落地。(完) 本文为转载内容，授权事宜请联系原著作权人 中新社厦门12月17日电 (吴冠标)12月17日，中国240小时过境免签政策实施满一周年。厦门边检总站高 崎边检站当天披露，一年 ...

Group 1 - Hainan Free Trade Port will officially start island-wide customs closure operations on December 18, marking a significant step in China's commitment to high-level opening-up and the construction of an open world economy [3] - The customs closure will create a special customs supervision area in Hainan, characterized by a policy system of "free on the first line, controlled on the second line, and free within the island" [3][5] - The strategic goal of building Hainan Free Trade Port is to establish it as a key gateway for China's new era of opening-up [3] Group 2 - Hainan has constructed 8 open ports and 10 second-line ports with regulatory facilities, ensuring that hardware conditions for customs closure operations are fully met [8] - The modern inspection facilities at the new Haikou Port and Nanyang Port cover an area of approximately 230,000 square meters, supporting the customs closure operations [8][10] - The customs regulatory system has been established to include tax collection, customs supervision, and risk prevention, with a smart regulatory platform connected to various national and provincial systems [10][12] Group 3 - The tax policy includes a dual 15% preferential tax rate for enterprises and individuals, and the scope of the duty-free policy for processed goods has been expanded to the entire island [15][18] - The zero-tariff list has expanded from over 1,900 items to more than 6,600 items, increasing its proportion from 21% to 74% of all taxable items [18] - The introduction of a negative list for import and export goods represents a new exploration of trade management, allowing for more open arrangements [18][20] Group 4 - Hainan's modern service industry achieved a value of 160.495 billion yuan in the first three quarters of 2025, accounting for over 28% of the regional GDP [23] - The construction of a modern industrial system with Hainan characteristics is accelerating, supported by the national strategy of building the Hainan Free Trade Port [24][25] - The establishment of a global repair center for medical devices in Haikou is an example of the new policies facilitating business operations in the free trade port [22] Group 5 - Hainan is becoming a frontier for domestic and foreign enterprises to allocate global resources and participate in international competition [29] - The successful implementation of customs closure operations is expected to significantly enhance the depth of reform and opening-up in China [29]

Core Points - The official announcement regarding the full closure of Hainan Free Trade Port will take effect on December 18, 2025, with a comprehensive policy framework already established [1] - The new duty-free shopping policy has significantly boosted sales and consumer engagement, with a reported sales amount of 2.38 billion yuan in the first month, marking a 27.1% year-on-year increase [2] - The duty-free policy has evolved over 14 years, with total monitored shopping amounts exceeding 206 billion yuan and over 30 million shopping visits recorded as of November this year [2] - The new policy allows local residents to utilize their duty-free shopping quota without needing to plan separate trips off the island, enhancing consumer convenience [2] - The duty-free shopping landscape is diversifying, with an increase in domestic brand offerings alongside traditional international brands [3] - The duty-free sector is preparing for international customers, with multilingual services and payment options being enhanced [5] - The duty-free policy is expected to drive domestic brand procurement, creating a positive cycle of brand image enhancement and market expansion [5] Policy and Regulatory Framework - The policy framework for the full closure includes six key policies and 13 supporting documents, which have been issued and are ready for implementation [1] - The customs regulatory system has been established in advance, with 12 announcements and 13 operational procedures already in place [3] Economic Impact - The duty-free policy is seen as a significant driver for the construction of Hainan as an international tourism consumption center and the development of the free trade port [2] - The overall business environment is expected to improve with the full closure, opening new opportunities for the duty-free industry [5] - The cumulative import value under the "zero tariff" policy reached 29.22 billion yuan, with tax reductions amounting to 5.474 billion yuan [5]