转自：推广 自4月我国北方首个离岸转手买卖印花税免征政策在青岛自贸片区正式落地实施以来，2025年前三季 度，青岛自贸片区离岸贸易规模同比增长超70%，新增开展离岸贸易业务企业30余家，降低企业税负成 本超过千万元，离岸贸易国际收支占青岛市总额的90%以上、山东省比重达85%左右。 示范引领促集聚 激发市场主体发展活力 山港国贸作为北方首批享受印花税免征的企业，2025年第二季度完成离岸贸易额116.8亿元，同比增长 250%。政策落地后，公司合理调整业务战略，加大离岸贸易板块资源投入，新设新加坡、迪拜两个海 外运营中心，业务范围延伸至中东、非洲市场。据财务部赵霞测算，按全年离岸贸易额500亿元预估， 免征政策可为公司节省税费超1500万元，这部分资金将进一步转化为市场拓展和业务创新的优势。 在龙头企业的示范带动下，原本持观望态度的企业纷纷加快布局离岸贸易业务，形成良好发展氛围。青 岛一家从事农产品贸易的企业，在政策落地后3个月内完成首单离岸业务，目前离岸贸易收支额已突破1 亿元。该公司负责人表示，"之前担心政策稳定性和操作复杂度，看到管委会、税务、银行等部门协同 服务的成效后，我们进场运营的信心更足了。" ...

封关运作后，海南需以负面清单制度为核心，推动服务贸易制度型开放，对接国际高标准规则，打造制度创新的"压力测试场" 文 | 赵晋平 中国服务贸易协会副会长，国务院发展研究中心对外经济研究部原部长、研究员 本文围绕海南自由贸易港封关运作背景下的服务贸易开放发展路径展开系统分析。文章首先梳理了全球服务贸易的发展趋势与中国在全球服务贸易中的地 位与不足，指出中国服务贸易存在逆差大、比重小、经济依存度低等问题。随后，聚焦海南自贸港在封关运作后的制度优势与发展机遇，特别是在供应链 服务、离岸贸易、数字服务等新兴业态方面的潜力。文章提出，海南应通过制度型开放、规制改革、负面清单压缩、数字贸易拓展等多方面举措，打造服 务贸易自由便利制度体系，建设成为中国对接CPTPP（全面与进步跨太平洋伙伴关系协定）等高标准经贸规则的"压力测试场"。 最后，提出持续推进制度型开放、深化规制改革、加强政策协同与国际合作等六大政策着力点，以培育海南服务贸易新优势，助力其成为具有国际影响力 的自由贸易港。 2024年12月17日，习近平总书记在海南三亚听取海南省委和省政府工作汇报后发表了重要讲话。他强调要扎实推进重点领域改革，着眼全方位实施自由贸 ...

Core Viewpoint - The eighth China International Import Expo (CIIE) event focused on the high-level opening of the Lingang New Area, emphasizing its role as a pilot zone for reform and opening-up in China [1] Group 1: Key Areas of Focus - Lingang will concentrate on offshore trade, cross-border and offshore finance, cross-border data, high-level shipping, and value-added telecommunications [1] - The initiative aims to enhance central-local collaboration and system integration, conducting more extensive open pressure tests [1] Group 2: Development Goals - The goal is to establish an "international data processing hub," explore "offshore financial functional zones," and deepen the construction of "digital comprehensive protection zones" [1] - This effort is intended to better leverage the role of the national reform and opening-up "test field" [1]

[ 我国离岸贸易已进入爆发期，2024年上海离岸贸易额突破5000亿元，较2020年增长64%。 ] "离岸贸易的法律制度"直接关系到我国金融强国建设与国际金融中心的核心竞争力。 我国离岸贸易已进入爆发期：2024年上海离岸贸易额突破5000亿元，较2020年增长64%；海南自贸港新 型离岸国际贸易涉外收支2024年上半年同比增长114%；青岛"离岸达"平台服务企业超300家，处理离岸 贸易额超90亿美元。 但这些亮眼数据的背后，隐藏着一个关键瓶颈问题，即法律制度的供给滞后于离岸贸易的业务实践需 求：某央企在新加坡开展原油离岸融资时，因国内电子提单法律效力不明确，导致3亿美元融资延迟1个 月；某跨境电商因离岸账户资金划转的外汇规则模糊，被迫放弃1.2亿元全球采购订单。 从战略维度看，离岸贸易是国际金融中心的"标配"和基础性的链式业务：纽约依托《国际银行设施法》 构建离岸美元体系，新加坡通过《全球贸易商计划（GTP）》吸引跨国企业区域总部，香港凭借普通法 下的物权规则成为离岸人民币的枢纽。上海要成为"全球人民币资产的定价中心"，深圳、海南要打造离 岸贸易高地，都必须先补上离岸贸易的法律制度这一课。 离岸贸易的核 ...

上海要成为"全球人民币资产的定价中心"，深圳、海南要打造离岸贸易高地，要先补上离岸贸易的法律 制度这一课。 "离岸贸易的法律制度"直接关系到我国金融强国建设与国际金融中心的核心竞争力。 我国离岸贸易已进入爆发期：2024年上海离岸贸易额突破5000亿元，较2020年增长64%；海南自贸港新 型离岸国际贸易涉外收支2024年上半年同比增长114%；青岛"离岸达"平台服务企业超300家，处理离岸 贸易额超90亿美元。 但这些亮眼数据的背后，隐藏着一个关键瓶颈问题，即法律制度的供给滞后于离岸贸易的业务实践需 求：某央企在新加坡开展原油离岸融资时，因国内电子提单法律效力不明确，导致3亿美元融资延迟1个 月；某跨境电商因离岸账户资金划转的外汇规则模糊，被迫放弃1.2亿元全球采购订单。 从战略维度看，离岸贸易是国际金融中心的"标配"和基础性的链式业务：纽约依托《国际银行设施法》 构建离岸美元体系，新加坡通过《全球贸易商计划（GTP）》吸引跨国企业区域总部，香港凭借普通法 下的物权规则成为离岸人民币的枢纽。上海要成为"全球人民币资产的定价中心"，深圳、海南要打造离 岸贸易高地，都必须先补上离岸贸易的法律制度这一课。 离岸贸 ...

Core Viewpoint - The establishment of Hainan as a free trade port is a significant step towards developing a new type of offshore international trade center, which aims to enhance China's role in global trade beyond being just a supplier of goods [4][5][6]. Group 1: New Offshore Trade Model - Hainan aims to transition from a traditional offshore trade model, where Chinese companies primarily act as suppliers, to a new model where they also serve as facilitators for goods from other countries [4][5]. - The new offshore trade model involves remote control operations, allowing companies to manage procurement, processing, and sales without passing through Chinese ports [5][6]. Group 2: Hainan's Strategic Importance - Hainan's free trade port will cover an area of 35,400 square kilometers, significantly larger than existing free trade zones in China, providing ample space for talent and enterprises [6]. - The free trade port will offer greater openness compared to free trade zones, with over 70% of goods exempt from tariffs and simplified customs procedures [6][7]. Group 3: Financial and Service Trade Development - Hainan is positioned to develop a service trade sector that complements its offshore trade ambitions, with service trade growth rates projected to exceed 20% in 2024 [8][9]. - The establishment of an offshore RMB settlement center in Hainan is crucial for facilitating cross-border trade and investment, enhancing the internationalization of the RMB [10][11]. Group 4: Global Trade Dynamics - The global trade landscape is shifting towards a model where products are produced through complex international supply chains, necessitating low tariffs, minimal barriers, and no subsidies [16][17]. - Hainan's free trade port will implement a "zero tariff" policy for a broader range of goods, increasing the proportion of zero-tariff items from 21% to 74% [19]. Group 5: Future Prospects - Hainan's development as a free trade port is seen as a critical experiment for broader national policies, with the potential to set a precedent for future free trade agreements [20][21]. - The unique position of Hainan, with its less developed economic background, allows for the implementation of innovative economic policies without the friction that might occur in more developed regions [21].

Core Viewpoint - The article emphasizes the significance of Hainan's upcoming closure on December 18, marking a pivotal moment for the establishment of a new offshore international trade center, which aims to enhance China's role in global trade and improve its competitive edge [4][5]. Group 1: New Offshore Trade Concept - Hainan aims to develop a new type of offshore trade, transitioning from being merely a supplier of goods to a service-oriented role similar to Singapore, facilitating trade for goods from other countries [7]. - The new offshore trade model allows Chinese enterprises to engage in global supply chains without passing through Chinese ports, enhancing operational efficiency [7][8]. Group 2: Importance of Hainan Free Trade Port - The Hainan Free Trade Port will cover an area of 35,400 square kilometers, significantly larger than existing free trade zones, providing ample space for talent and enterprises [8]. - The port's open policies will surpass those of traditional free trade zones, with over 70% of goods enjoying zero tariffs and simplified customs procedures [9][20]. Group 3: Financial and Service Trade Development - Hainan is positioned to become a center for offshore RMB settlement, complementing Hong Kong's established role, and facilitating the flow of capital between domestic and international markets [12][13]. - The growth of service trade in Hainan is projected to exceed 20% in 2024, with significant increases in sectors like transportation, tourism, and digital trade [10]. Group 4: Global Trade Dynamics - The article discusses the shift in global trade dynamics, highlighting the rise of intermediate goods in trade and the increasing importance of service trade, which now constitutes 30% of total trade volume [10][18]. - The "Three Zeros" principle (zero tariffs, zero barriers, and zero subsidies) is identified as a new international trade rule that Hainan aims to adopt to enhance its trade competitiveness [18][19]. Group 5: Future Prospects - Hainan's development as a free trade port is seen as a critical step in China's broader strategy to enhance its global trade position and attract foreign investment [22][24]. - The article draws parallels between Hainan and Shenzhen's past, suggesting that Hainan's current status as a less developed region may provide a unique opportunity for reform and growth [23][24].

Core Insights - Hainan is set to officially close its borders on December 18, marking a significant step towards establishing a new type of offshore international trade center, which aims to shift Chinese enterprises from being mere suppliers to service providers in global trade [3][4][5] Group 1: New Offshore Trade Model - The new offshore trade model allows Chinese companies to engage in global trade without passing through Chinese ports, enhancing their role in the global supply chain [3] - This model emphasizes remote control and management of trade processes, enabling companies to coordinate procurement, processing, and sales across multiple countries [3] Group 2: Importance of Hainan Free Trade Port - Hainan's free trade port will cover an area of 35,400 square kilometers, significantly larger than existing free trade zones in China, providing ample space for talent and enterprises [5] - The free trade port will offer greater openness compared to traditional free trade zones, with most goods exempt from tariffs and simplified trade regulations [7][20] Group 3: Competitive Advantages - Hainan's free trade port will implement a zero-tariff policy for over 70% of goods, compared to Shanghai's limited tariff exemptions, making it a more attractive location for offshore trade [7][19] - The port will also feature a simplified customs process, allowing goods to enter before customs declaration, enhancing operational efficiency [7] Group 4: Service Trade Growth - The global trade landscape has shifted, with intermediate goods now accounting for over 70% of trade, and service trade comprising 30% of total trade volume, indicating a need for high-quality service support in offshore trade [8][9] - Hainan's service trade is projected to grow over 20% in 2024, with significant increases in sectors like transportation, tourism, and digital trade [9] Group 5: Offshore RMB Settlement Center - Hainan aims to establish an offshore RMB settlement center, complementing Hong Kong's existing role, to facilitate domestic and international capital flow [11][12] - This center will enhance the internationalization of the RMB and attract foreign investment, contributing to Hainan's financial ecosystem [12][15] Group 6: Challenges and Opportunities - Despite its potential, Hainan faces challenges such as a lack of financial market openness and service infrastructure, which could hinder its ability to attract high-quality resources [14] - However, Hainan's strategic location and the government's support for establishing a financial settlement center present significant opportunities for growth [14][15] Group 7: Future Trade Rules - The evolving global trade rules emphasize "zero tariffs," "zero barriers," and "zero subsidies," which align with Hainan's goals for trade liberalization [17][18] - Hainan's free trade port is positioned to experiment with these principles, potentially serving as a model for broader national implementation [20][21]

Core Insights - The article analyzes the core challenges of offshore trade in China and proposes an institutional innovation plan centered on "law-tax-regulation-opening" collaboration [1][5] - Offshore trade in China is experiencing rapid growth, yet service trade accounts for less than 10% of it, highlighting a significant gap compared to the global average of over 25% [1][2] - The article emphasizes the need for a paradigm shift in recognizing service trade as the driving force behind offshore trade, rather than merely a support function [2][5] Challenges in Offshore Trade - The intangible nature of service trade complicates rights confirmation, leading banks to hesitate in providing financing support, which restricts business expansion [3][5] - The integration of information flow, capital flow, and service results in service trade increases regulatory difficulties, often resulting in either delayed risk identification or excessive compliance costs for enterprises [3][5] - High dependency on rules and significant international discrepancies in regulations create compliance challenges for Chinese service enterprises operating abroad, with compliance costs consuming 8% to 12% of service revenue [3][4] Factors Limiting Development - A long-standing bias towards "heavy goods, light services" has led to a relative disadvantage for service trade in resource allocation and policy support [4][5] - Fragmented statistical standards for service trade hinder precise decision-making and strategy formulation [4][5] - Domestic institutions lack sufficient international service capabilities, with cross-border financial services coverage only one-third of that in Singapore [4][5] Global Best Practices - Successful offshore trade centers globally prioritize service trade in their institutional frameworks, with Singapore, Hong Kong, and New York serving as key examples [6][7] - Singapore's model includes legal guarantees, tax incentives, and regulatory innovation, facilitating efficient offshore service trade [6] - Hong Kong leverages its common law system and tax exemptions to reduce service trade costs, while New York optimizes service trade processes through account isolation and regulatory collaboration [7] Proposed Solutions - The article outlines a seven-dimensional approach to enhance service trade awareness and capabilities, including legal reforms, tax optimization, and regulatory collaboration [8][9] - Legal reforms aim to establish a comprehensive protection system for digital rights in service trade, addressing the challenges posed by intangible assets [9] - Tax incentives are proposed to support offshore financial and cross-border digital service enterprises, with long-term stable tax rates [10][11] - Simplifying foreign exchange management and enhancing financial support for service trade are also critical components of the proposed solutions [11][12] - Establishing a unified regulatory platform and reducing negative lists for service trade can streamline processes and enhance efficiency [12][13]

Group 1 - The core viewpoint is that the Lingang New Area of the China (Shanghai) Pilot Free Trade Zone has achieved significant economic growth and institutional innovation over its six years of establishment, integrating deeply into the global value chain [1] - The "Digital Comprehensive Bonded Zone" platform was launched to promote the full digital transformation of the Yangshan Special Comprehensive Bonded Zone, enhancing the efficiency and security of document processing in shipping trade [3] - As of June this year, over 200 enterprises in the Lingang New Area have improved their data cross-border flow efficiency by 70% through the introduction of a negative list and operational guidelines for data exit [4] Group 2 - The Lingang New Area has achieved major institutional innovations in financial services and offshore trade, linking its development with the construction of Shanghai as an international financial center [5] - The "Cross-border Pass" digital service platform has served over 300 cross-border trade enterprises and 28 financial institutions, completing more than 3,000 verification tasks for the authenticity of offshore trade [6] - The offshore trade scale in the Lingang New Area exceeded $15 billion, marking a 23.6% increase, while the international reinsurance business platform registered premiums exceeding 84.3 billion yuan [6]