消息面上，12月18日，海南自由贸易港全岛封关运作正式启动。封关首日，三亚免税市场展现出强劲活 力。据三亚市商务局统计，当天，全市免税销售额达1.18亿元。其中，三亚国际免税城进店客流超3.6万 人次，同比增长逾60%；销售额同比增长85%，直观体现了封关政策对消费市场的强劲带动效应。 海南自贸概念22日盘中再度活跃，截至发稿，康芝药业涨超14%，海汽集团、海南发展连续两日涨停， 海峡股份、凯撒旅业等亦涨停。 开源证券指出，政策红利释放催生的消费活力，全岛封关落地后，海南自贸港"零关税"商品税目比例由 21%提升至74%增至约6600个，基本覆盖主要生产设备与原材料，预计可为相关企业降低约20%的进口 税负成本。制度层面降本增效将持续改善经营主体成本结构，提升货物贸易自由化与便利化水平，并增 强市场活跃度。从消费端看，政策红利将进一步放大海南在旅游与消费领域的吸引力，有利于带动旅游 消费及相关零售业态扩容升级。同时，跨境电商与加工增值政策导向明确，进口原料或半成品在海南加 工、增值超过30%后销往内地可免征进口关税，降低企业成本的同时引导商业模式向制造升级与品牌打 造延伸。 ...

本周新股申购将迎苹果消费电子供应链企业。 智通财经根据Wind及公开信息梳理统计，本周（12月22日至12月26日）有3只新股安排申购，分别为苏 州市新广益电子股份有限公司（下称"新广益"，301687）、陕西旅游文化产业股份有限公司（下称"陕 西旅游"，603402）、蘅东光通讯技术（深圳）股份有限公司（下称"蘅东光"，920045）。 其中，新广益是国内领先的柔性线路板特种功能薄膜材料供应商，目前抗溢胶特种膜、强耐受性特种膜 等产品已成功打破国外技术垄断。公司于2012年研发出第一代具有竞争力的成熟产品，成功打破日本索 尼、凡纳克等海外厂商的技术垄断，目前该产品不仅作为精密制程材料进入柔性线路板供应链，还作为 电子组件材料通过领益智造进入苹果消费电子供应链。据问询函回复披露，截至2025年6月末、公司已 有二十余款材料进入苹果供应链，并实现了部分产品的交付，后续有望进一步扩大相关产品销量。 | 代码 | 简称 | 2025-12-22 | 2025-12-23 | 2025-12-24 | 2025-12-25 | 2025-12-26 | | --- | --- | --- | --- | --- | ...

Group 1 - China Shenhua announced a merger and acquisition plan exceeding 130 billion yuan, intending to purchase stakes in China Energy Group and Guoyuan Power, along with other equity acquisitions [2][7] - The A-share market is seeing active mergers and acquisitions, with 32 listed companies disclosing restructuring progress this week [2][7] - Former Chongqing Mayor Huang Qifan predicts that the RMB exchange rate against the USD may rise to around 6:1 in the next decade, which could enhance trade balance and economic development [2][7] Group 2 - CITIC Securities highlights increasing factors for RMB appreciation, suggesting investors adapt their asset allocation accordingly, with about 19% of industries potentially benefiting from improved profit margins due to currency appreciation [2][7] - Shanxi Province has lifted the ban on fireworks, transitioning from a complete ban to scientific restrictions, which may stimulate industry growth and related consumption [3][8] - Seven chief strategists from major brokerages forecast a likely upward trend for A-shares and Hong Kong stocks in 2026, driven by technology and overseas expansion [3][8] Group 3 - The lithium battery industry is experiencing positive developments, with Shengxin Lithium Energy signing a framework agreement for lithium salt product supply worth over 20 billion yuan from 2026 to 2030 [3][8] - Tianqi Lithium's third-phase chemical-grade lithium concentrate expansion project is set to reach an annual capacity of 2.14 million tons, ensuring raw material supply [3][8] - Three new stocks will be available for subscription next week, covering tourism, new materials, and optical communication sectors [3][8] Group 4 - Several central banks, including those of Russia, the UK, Mexico, and Chile, have announced interest rate cuts, leading to a rise in gold and silver prices, with silver reaching a historic high of over 67 USD per ounce [4][9][10] - The first L3-level autonomous driving special license plate has been issued to Changan Automobile, marking a shift from technology validation to mass production application [4][10]

Group 1 - The 2025 China International Tourism Trade Fair was held in Haikou from December 19 to 21, with Hainan's "Sunshine Hainan Exhibition Area" becoming the focal point of the event [1] - The exhibition area integrated all 18 cities and counties in Hainan, attracting global travel merchants for exchanges and cooperation [1] - Six major thematic routes were showcased, including "Urban Leisure and Aerospace Study Tour" and "Vibrant Sports and Medical Wellness Tour," highlighting Hainan's diverse tourism appeal [1] Group 2 - Many travel merchants from Russia showed strong interest in Hainan, with discussions about potential collaborations taking place [1] - A representative from a Russian travel agency noted that the exhibition broadened their perspective beyond just promoting Sanya's beach resorts, particularly highlighting the appeal of the aerospace theme for family tourists and youth study markets [1] - The exhibition area received inquiries from travel merchants from various regions, including Russia, South Korea, Southeast Asia, and Europe, with a significant increase in consultations regarding wellness and study products from Russia and Europe [1] Group 3 - During the trade fair, professional audiences from Mexico, South Korea, Russia, and Africa expressed strong interest in digital solutions for inbound tourism [2] - There is a clear demand for developing tourism products targeting the Russian market, indicating Hainan's international representation in cultural and tourism digitalization [2]

本报讯 2025中国国际旅游交易会，汇聚了来自全球101个国家和地区的官方机构、旅行商、航空企业及 配套服务商，展览面积达6.5万平方米。现场人头攒动，洽谈氛围热烈，全球旅游业界共同展望行业复 苏与升级的新蓝图。记者 杨作品 全球业界寻求务实合作 步入展馆，各参展单位密集布展，来自世界各地的旅行商手持资料，穿梭于各展台之间，积极展开面对 面交流。这种高效的商业对接成为展会首日的突出特点。 "封关运作后，这里将不仅是度假胜地，更可能成为区域性的商业枢纽。"罗尔夫分析道。他正计划将业 务从单纯的休闲度假，拓展至"度假+商务"的复合模式。他特别提及近期中国对瑞典实施的免签政策， 以其亲身经历说明了政策为国际旅行带来的便利，认为这将显著促进入境客流。 本地旅游企业也敏锐把握这一机遇。三亚一家专注俄语市场多年的旅行社首次在"家门口"设置展位主动 招商。其创始人侯江萍表示，旅交会落户海南极大提振了本地业者信心，让他们能更便捷地接触到国际 资源。她认为，自贸港未来在购物、会展等方面的优势，将是吸引高端度假客和商务旅客的重要筹码。 中国旅游产品力集中展示 展会也成为观察中国旅游业态创新与产品升级的重要窗口。 在文旅融合展区， ...

（原标题：马尔代夫银行（BML）、马旅游局与中国银联签署合作协议） 马尔代夫银行（BML）、马旅游局与中国银联签署合作协议，启动联合营销 计划，提升数字支付体验并加强旅游推广。三方将面向银联持卡人联合推广马 旅游形象，吸引更多游客。根据协议，BML被指定为银联在马本币结算代理 行，为深化合作及未来银联卡发行奠定基础。BML表示，此举将进一步完善数 字支付生态，助力旅游业发展。 ...

Core Insights - The establishment of the Hainan Free Trade Port is expected to significantly boost tourism, with an anticipated increase in visitor numbers due to simplified customs procedures and favorable tax policies [1][2][3] Group 1: Tourism Growth and Policy Impact - The number of inbound tourists to Hainan is projected to continue growing, with current booking volumes indicating a strong demand [1] - The "zero tariff, low tax rate" policy will enhance Hainan's attractiveness for consumption and business, leading to an upgrade in tourism consumption scenarios [1][2] - The Free Trade Port will implement a unique customs supervision model, allowing for more convenient travel for visitors without the need for additional documentation [2] Group 2: New Tourism Business Models - The integration of various tourism-related sectors, such as "exhibition + shopping + vacation" and "medical + wellness + study," will create a diverse range of tourism experiences [2] - The tourism market is evolving towards high-end and quality consumption, with a focus on attracting visitors from Russian-speaking regions and Southeast Asia [2][4] Group 3: Infrastructure and Service Enhancements - Hainan is enhancing its tourism infrastructure by providing multilingual services and improving the language skills of service personnel to cater to international visitors [6] - The province aims to transition from a focus on quantity to quality in tourism, striving to become a globally influential destination by 2035 [6]

近期，新股市场"赚钱效应"大幅提升。本周4只新股的上市首日平均涨幅为342.82%。其中，GPU明星股沐曦股份上市首日大涨692.95%，单签收益超36万 元，成为A股史上"最赚钱新股"；此外，优迅股份、昂瑞微的单签盈利分别约9万元、6.6万元。 根据目前安排，下周将有3只新股可申购。拟于下周一（12月22日）申购的新广益是抗溢胶特种膜国内细分龙头厂，市场占有率位居全国第一。公司陆续 与全球排名前10的多家FPC厂商建立了深入合作关系，成为了鹏鼎控股、维信电子、紫翔电子等全球知名客户抗溢胶特种膜的重要供应商。 同日申购的陕西旅游已成为以"景区+文化旅游"为核心业务的旅游目的地企业龙头，其演艺剧目《长恨歌》作为中国首部大型实景历史舞剧已成为陕西文 旅的"金字招牌"。陕西旅游本次发行价80.44元/股，在年内主板上市新股中排名第二。陕西旅游本次网上申购上限1.9万股，顶格申购需配沪市市值19万 元。 拟于下周二（12月23日）申购的蘅东光聚焦于光通信领域无源光器件产品，是稀缺的全球光器件"小巨人"。公司与主要客户包括AFL、Coherent、Jabil、 Telamon、CCI、Cloud Light、飞速创新、 ...

Group 1 - The "Hello Ice and Snow Go Jilin" international media tour showcased the high-quality skiing experience at the Songhua Lake Ski Resort, which features 50 premium ski trails and 6 high-speed lifts, with over 1 million visitors last snow season [3][4] - The resort's vice general manager introduced a "four-season operation" model, transitioning from a single winter tourism focus to a diversified mountain resort experience [3] - Jilin City is enhancing its cultural vitality by developing into a "museum city" and revitalizing historical buildings, attracting global visitors through initiatives like the International Meteorite Expo [4][5] Group 2 - The Long White Mountain scenic area is expanding its offerings with diverse projects that allow tourists to deeply experience ecological beauty and winter activities [4] - Cultural experiences, such as dining at a century-old dumpling restaurant while enjoying Peking opera performances, are being integrated into the tourism model, promoting a "dining + culture" approach [5][7] - The restaurant features a "Peking Opera stage" and a "Jilin History Museum," enhancing cultural dissemination through the combination of food and art [7]

Core Viewpoint - The article highlights the efforts of the Jilong Border Police Station in promoting local tourism and economic development while ensuring safety and security in the region [3][5]. Group 1: Border Police Station Activities - The Jilong Border Police Station oversees a jurisdiction of 747.57 square kilometers and a 70-kilometer border line, acting as a frontline guardian [3]. - Officers conduct regular patrols in the scenic Jifu Canyon area, reminding tourists about safety measures and regulations [3][5]. - The police station has established a routine of rotating personnel every three months, with daily patrols conducted three times a day [3]. Group 2: Economic Development Initiatives - The police station identified the rich bamboo resources in Jifu Village and initiated a bamboo weaving industry to boost local income, leading to a 300% increase in villagers' earnings [5]. - The bamboo weaving cooperative produces various products, including bamboo baskets and mats, which are sold in major cities like Lhasa and Chengdu [5]. - Local tourism has significantly increased, with daily visitors rising from about 50 in the off-season to over 5,000 during peak times, contributing to improved local security and income [5]. Group 3: Support for Local Entrepreneurs - The police have assisted local hotel owners in navigating regulations and obtaining necessary permits, which has led to the expansion of hotel capacity to over 70 beds [6]. - The support provided by the police has instilled confidence in local entrepreneurs, enhancing their business operations and prospects for future growth [6]. - The police station emphasizes the importance of local resource utilization and community engagement in fostering economic development and social governance [6].