2月24日，京东创始人刘强东宣布，创立游艇独立品牌Sea Expandary，其个人投资50亿元。 （文章来源：21世纪经济报道） ...

谈及为何进军游艇产业？刘强东表示，"第一，游艇应该是中国工业类别里面，最后一款最高端的空 白，目前基本上欧美占了全球90%的市场份额；第二，游艇符合国家的高质量发展要求；第三，中国汽 车保有量已经超过了美国，但是美国有1300万艘游艇，我们中国只有12000艘，游艇保有量只有美国的 1/1000，这证明着我们国家在游艇市场有着巨大的发展空间。" 刘强东还谈到，"很多人认为游艇是富人玩的，是富豪的工具，其实不是，40年前所有人都觉得拥有辆 汽车那是富豪，但今天任何一个普通家庭想买辆汽车都能买得起，我们村里面汽车保有量超过20%的家 庭，我认为游艇的未来20年，在中国有大的发展空间。" 责任编辑：宋雅芳 责任编辑：宋雅芳 新浪科技讯 2月25日上午消息，京东集团创始人、京东集团董事局主席刘强东昨日宣布已经创立独立游 艇品牌Sea Expandary，将投资50亿元，计划从研发、制造、销售、运营、租赁、经纪、服务等全产业 链布局游艇产业。 刘强东表示，该投资为个人投资，他本人不会直接参与运营管理。同时，他表示希望未来能造出10万元 的游艇，能够让游艇像汽车一样走进千家万户，让普通的工薪阶层也能用得起游艇。 新浪科技 ...

2026年2月25日 星期三 Z 13000亿元1年期中期借贷便利 (MLF) 和400 亿元14天期逆回购到期 2 欧元区1月核心调和CPI同比终值公布 3 美国2月20日当周EIA原油库存变动公布 4苹果举行2026年度股东大会 1 李强主持召开国务院常务会议 国务院总理李强2月24日主持召开国务院常务会议。会议指出，今年是"十五五"开局之年，国务院各部门要进一步增强责任感紧迫感，瞄准全年目标任务， 迅速进入工作状态，推动党中央各项决策部署落地见效。会议研究推进银发经济和养老服务发展有关工作。会议审议通过《关于加强基层消防工作的意 见》。会议讨论并原则通过《中华人民共和国水法（修订草案）》，决定将草案提请全国人大常委会审议。（央视网） 2 隔夜市场 美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%；大型科技股多数上涨，AMD涨超8%，英特尔涨超5%，特斯拉、奈飞、苹果 涨超2%，微软、亚马逊涨逾1%，英伟达、Meta小幅上涨，谷歌小幅下跌；PayPal两个交易日累计上涨13%，创2022年以来最大同期涨幅。中概股多数上 涨，纳斯达克中国金龙指数涨1.37%，世纪互联、小 ...

Core Viewpoint - The Chinese Ministry of Transport is focusing on enhancing service consumption in the transportation sector, particularly through the promotion of self-driving tourism and the development of high-quality travel routes to stimulate economic growth and consumer spending [1][2]. Group 1: Self-Driving Tourism Development - Self-driving tourism has emerged as a new consumption hotspot, with many highways becoming popular tourist destinations, fulfilling public demand and boosting consumption [1]. - The Ministry plans to create a series of long-distance, cross-regional, high-quality self-driving tourism routes, improving road service capabilities and enhancing travel experiences [2]. Group 2: New Consumption Models - The Ministry is collaborating with other departments to develop innovative tourism products, such as "service area + tourism" and "bridge + tourism," which effectively stimulate related sectors like car rentals and camping services [2]. - There is a focus on supporting new consumption formats along travel routes, including self-driving camps, rental facilities, boutique accommodations, and themed dining [2]. Group 3: Growth of Rental and Night Tourism - The small and micro car rental market is expected to grow at an annual rate of approximately 15% during the 14th Five-Year Plan period, with efforts to enhance service networks and improve rental conditions [3]. - The Ministry is also working on measures to promote the night cruise economy and expand yacht consumption, with a target of 9,850 registered yachts by the end of 2025 [3]. Group 4: Expansion of Automotive Aftermarket Services - The automotive market in China has seen continuous growth, with a vehicle ownership of 366 million, leading to increased demand for aftermarket services like car modifications and rentals [4]. - The Ministry of Commerce is implementing measures to extend the automotive consumption chain, including pilot programs for automotive circulation and promoting automotive cultural events [5]. Group 5: Event Economy Development - The development of the event economy is a key focus, with efforts to enhance sports event services and innovate economic models to sustain growth in this sector [6].

据交通运输部预测，"十五五"时期，全国短租市场规模年均增长15%左右。刘东提到，未来将会同有关 部门完善小微型客车租赁服务网络，推动异地免费或低费还车，进一步加强重点时段租赁车辆的供应， 推动小微型客车租赁高质量发展。 在壮大夜游船经济方面，刘东表示，目前交通运输部正在抓紧制定推动夜游船高质量发展促进消费的若 干措施，培育壮大夜游船经济，进一步发挥夜游船在促进旅游消费方面的作用。(完) 交通运输连接生产和生活两端，与多个服务消费领域密切相关。刘东称，未来将发展自驾游服务，依托 国省道资源，推动打造一批长距离、跨区域、高品质的自驾游精品路，不断改善自驾游交通条件。 中新社北京2月6日电 (记者 尹倩芸)中国交通运输部综合规划司负责人刘东6日在国务院政策例行吹风会 上透露，交通运输部正加快研究制定扩大游艇消费的若干措施，促进游艇产业向大众化消费、规模化发 展转型。 刘东介绍，近三年中国游艇数量呈快速增长态势，新登记游艇约占游艇总数54.7%。截至2025年底，中 国登记有效游艇共计9850艘，预计"十五五"时期将会继续保持增长态势。 ...

中新网海南万宁2月6日电 (黄佳容 杨国德)全国游艇污染物首个免费接收平台新闻发布会6日在海南万宁 举行，标志着全国首个游艇污染物免费接收平台正式启用。 2月6日， 海南万宁华润石梅湾游艇会，工作人员进行游艇污染物接收实践展示。 清澜海事局 供图 截至2025年底，海南全省游艇保有量突破1805艘，建成运营11个游艇码头、泊位超2394个，游艇旅游消 费热度稳居全国前列。该平台实行"免费接收、上门服务、便捷预约"模式，大幅降低了游艇运营成本， 为封关运作后游艇产业高水平对外开放筑牢基础，助力海南打造全国领先的游艇产业集聚区。 目前，该平台已累计为4000余船次游艇提供免费接收服务。(完) 相关人士称，这是《海南省船舶污染防治条例》施行以来，海南省落实游艇污染物免费接收法定制度的 标志性成果，是海南自贸港绿色低碳国际合作示范区建设的重要内容。 作为全国首个专门针对游艇污染物的免费接收平台，该平台的启用填补了全国游艇污染物专业化免费接 收设施空白，打破了国内游艇污染物接收"收费偏高、设施零散、监管缺位"的行业困局，实现了"设施 标准化、服务免费化、处置闭环化、监管全程化"，在全国沿海率先实现游艇污染物"全接收、零 ...

旅游业作为海南四大主导产业的"排头兵"，它的吸引力早就不是"看海、玩沙、晒太阳"那么简单 了，已经实现从"旅游"到"旅游+"的高价值转变。 近年来，海南全力建设国际旅游消费中心，催生大量旅游消费新业态，第五、第七航权开放叠加86 国人员入境免签政策，为国际游客来琼打开方便之门，也给企业投资海南旅游业带来了更大流量和更广 阔机遇。 比如，免税购物可以说是"全域旅游+全球购物"的结合体。独一无二的离岛免税购物政策，每个人 每年10万元的免税购物额度，这可是巨大的消费磁铁。而且，符合条件的企业还可以享受进口设备"零 免税"、15%企业所得税等优惠政策，让投资成本直接降低，利润空间更大了。 西门子能源海南燃机总装基地落户洋浦;全国最大的钢质入级游艇"亚特兰蒂斯号"正式入驻三 亚……海南自贸港全岛封关后，越来越多的企业到海南做生意，仅外贸经营主体备案数量，截至今年1 月10日就达4709家。 从一个个案例看，企业前来重点投资的是海南四大主导产业——也就是旅游业、现代服务业、高新 技术产业和热带特色高效农业。这四大产业产值已占海南GDP的近七成。缘何它们对企业有那么高的吸 引力? 本期封关运作"知"多少，我们先看旅游业和 ...

Group 1 - The Hainan Free Trade Port has seen significant economic activity since its closure operation began, with imports of "zero tariff" goods reaching 420 million yuan and processing value-added domestic sales exempt from tariffs exceeding 47.23 million yuan as of December 31, 2025 [1] - The number of newly registered foreign trade enterprises has increased significantly, with 3,265 new enterprises added, representing a growth of over 200%, and a total of over 30,000 new foreign trade enterprises expected for the year, marking an increase of over 40% [1] - The duty-free shopping market in Hainan has also experienced a surge, with total shopping amounts exceeding 2 billion yuan and over 300,000 shoppers since the closure [1] Group 2 - The core regulatory model of "one line open, second line controlled" has been effectively implemented, simplifying customs processes and enhancing the efficiency of goods circulation while ensuring precise supervision and tax benefits [1] - The introduction of new regulations has allowed for an increase in the number of passengers on yachts in Hainan, with the limit raised from 12 to 26 passengers per trip, further promoting the development of the yacht industry [5] - Local enterprises are benefiting from the processing value-added policy, with companies able to meet the requirements for tariff exemptions more easily by using local products, such as salt from Hainan [6]

Group 1: Cruise Economy Development - The cruise economy is identified as a new economic growth point, with passenger transport volume reaching 1.265 million, a year-on-year increase of 27.8% from January to November this year [1] - The Ministry of Transport has implemented measures to address issues such as the inability of certain cruise ships to dock due to lack of electrical facilities and the limited variety of cruise routes [1] - Ten measures have been proposed to enhance cruise service quality, including allowing ships without electrical facilities to dock at ports until the end of 2029 and expanding cruise routes and products [1] Group 2: Highway Service Area Upgrades - The Ministry of Transport plans to launch a nationwide upgrade action for highway service areas next year, focusing on increasing the number of charging stations and improving facilities for elderly travelers [2] - By 2026, over 10,000 charging guns are planned to be installed in highway service areas, with at least 25% being high-power chargers [2] - The Ministry aims to enhance the accessibility of service areas for elderly travelers and improve the standardization of "Driver's Home" facilities for truck drivers [2] Group 3: Driver Support Initiatives - The Ministry of Transport has launched the 12328 hotline for truck drivers, achieving a response rate of 97%, a resolution rate of 85%, and a satisfaction rate of 89% [4] - The Ministry has taken action against issues such as freight payment delays, assisting 188,000 truck drivers in recovering 1.25 billion yuan in overdue payments [4] - A "Guarding Action" has been initiated to provide support for truck drivers facing emergencies during transport [4] Group 4: Transportation Equipment Upgrades - The transportation sector is undergoing significant upgrades, with over 450 old railway locomotives replaced and 114,000 old city buses and their batteries scrapped [5] - The Ministry has implemented policies to support the scrapping and updating of old freight vehicles, enhancing the green and intelligent levels of transportation equipment [5] - The focus is on expanding consumption scenarios in the transportation sector, particularly in yacht and cruise consumption and small micro-car rentals [5][6] Group 5: Multi-Modal Transport Cooperation - The China National Railway Group has signed agreements with seven shipping companies to expand container multi-modal transport services [7] - This initiative aims to enhance the efficiency of logistics by allowing customers to track their shipments through a unified platform [7] - The collaboration has already resulted in the establishment of six multi-modal transport channels, with 38,000 standard containers shipped [7]

Core Insights - The Chinese government is focusing on promoting yacht and cruise consumption as growth points in the transportation sector, with plans to revise safety regulations and enhance infrastructure [1][2] - In the first eleven months of this year, China's cruise passenger transport volume reached 1.265 million, marking a 27.8% year-on-year increase, which positively impacts tourism and consumption [3] Group 1: Yacht Consumption - The number of newly registered yachts in China has been growing at an annual rate of over 40% for the past three years, indicating a shift towards mass consumption and scale development [1] - The Ministry of Transport plans to develop measures to expand yacht consumption while ensuring safety and addressing the shortage of berths through infrastructure improvements [2] Group 2: Cruise Industry - The recently issued "Several Measures" aim to enhance cruise service development by expanding cruise routes, encouraging foreign cruise ships to visit, and diversifying cruise tourism products [2][3] - The measures include ten specific actions focusing on improving port services, management efficiency, and safety guarantees for cruise transport [2] - The cruise industry is recognized as a long industrial chain with strong economic driving potential, contributing significantly to local economies and tourism [3]