11月26日，南京海关所属金陵海关、南京禄口机场海关、新生圩海关召开新闻发布会。扬子晚报/紫牛 新闻记者采访中获悉，今年以来，海关通过深入开展促进跨境贸易便利化专项行动，持续优化口岸营商 环境，为南京外贸高质量发展注入强劲动能。 流程做减法 包裹整合从"繁"到"简" 南京综合保税区（龙潭片）的视客跨境电商保税备货仓库内，各类保税进口隐形眼镜商品整齐码放。与 以往不同的是，现在消费者下单的跨境保税商品与国内赠品，不再是分两次送达的两个包裹，而是装在 同一个包装盒里同步抵达。这背后，是南京海关所属金陵海关创新推出的"网购保税进口商品与国内货 物同仓仓储、同包同车集拼出区"新模式。 服务做加法 企业出海体验更优 在国内跨境购物更便捷的同时，"反向海淘热"正如火如荼。在南京海关所属南京禄口机场海关监管下， 一架装载90余吨服装、日用品等跨境电商包裹的全货机由南京禄口国际机场起飞，直飞比利时。"每年 的这个时候都是我们跨境电商最忙碌的时段，货运量比平时增长约1.5倍。"南京巴萨国际货运代理有限 公司机场负责人周磊表示，海关7×24小时快速通关服务确保了周末和夜间发出的货物不卡壳，"让我们 能牢牢抓住年底的销售黄金期。" ...

百年前，"状元"张謇在南通兴实业、办教育、建城镇，铸就"中国近代第一城"的传奇；百年后，一群来 自全国各地的"企二代"齐聚张謇企业家学院，展开一场关于企业家精神与高质量发展的时代对话。 11月18日至21日，由国家发展改革委联合中央统战部、全国工商联共同举办的新时代民营经济人士培育 赋能第六期培训班在南通举行，130余名年轻民营企业家代表参与学习。 上海港湾集团董事长首席助理鲍美萍坦言，"常听企业家感叹'做企业难'，但我总建议他们来这里静心 学习。与张謇先生当年的创业艰辛相比，我们今天面对的困难其实不算什么。" "你若芬芳，蝴蝶自来。"谈及民营企业如何实现高质量发展，鲍美萍指出，科技创新是第一生产力，企 业必须牢牢掌握核心技术，才能让产品和服务在市场上立于不败之地。 上海港湾集团超九成业务布局海外，海外员工占比高达85%。"无论是海外还是国内市场，我们靠的都 是技术实力赢得项目、获得认可。"鲍美萍强调，科技创新离不开人才，公司研发团队专注于技术攻 关，其余事务均有专人服务，确保他们心无旁骛。 理想汽车相关负责人对此深表认同。自成立之初，理想汽车便将自主创新作为企业发展的核心引 擎。"掌握核心技术，是构建长期竞 ...

（原标题："巨轮"转身：马士基在中国完成物流战略关键落子） 21世纪经济报道记者柳宁馨 上海报道 马士基中国最大的仓储投资项目日前在上海启用，该航运巨头一体化物流战略转型有了新支点。 A. P. 穆勒 - 马士基（以下简称"马士基"）位于中国（上海）自由贸易试验区临港新片区洋山特殊综合保税区的综合物流旗舰仓正式开业。这是马 士基中国最大的仓储投资项目，也是其全球最大的仓储投资项目之一。 （马士基临港综合物流旗舰仓，拍摄/柳宁馨） 21世纪经济报道记者在现场看到，该旗舰仓由四栋坡道高标准仓库以及一栋全自动智能库组成，并配有自动化仓储存取系统以及堆垛机、轨道式 导引车和自主移动机器人等自动化设施。 马士基首席执行官柯文胜表示，马士基临港综合物流旗舰仓的启用，是马士基一体化物流战略在中国落地的重要里程碑。 马士基大中华区总裁丁泽娟表示，马士基将以临港旗舰仓为支点，结合自身的一体化物流能力，以更强大的产品和服务助力全球客户打造更具韧 性和竞争力的端到端物流解决方案。 在丁泽娟看来，中国的国际贸易从以出口驱动为主，逐渐发展为出口、进口、转口等多样化的组合模式。越来越多的品牌希望通过"一盘货"来统 筹多种国际贸易需求。 ...

"贸易的未来取决于基础设施的建设。"11月20日，马士基首席执行官柯文胜在马士基临港综合物流 旗舰仓开业盛典上表示，目前全球贸易量的增长速度超过了经济增速，去年全球集装箱运输需求同比增 长约7%，今年增长率预计为4%，足见贸易韧性。 为摆脱传统海运业务的强周期特性，马士基自2017年起加速整合物流与码头业务，向端到端、多渠 道的一体化物流转型。今年第三季度，马士基实现营业收入142亿美元，同比下降9.9%，主要受到海运 板块拖累。尽管公司海运货运量同比增长7%，但由于运价大幅下跌31%，导致海运收入同比下滑18%。 明年亏损，红海复航？马士基加码物流投入 有分析师在业绩电话会议中预测不少班轮公司将在明年陷入季度亏损。柯文胜在红海复航问题上也 明确表态，正密切监控加沙局势，尽管时间尚不确定，红海航线回归的前景正在逐渐明朗。 那么在成本控制及生产率提升方面，马士基在中国的这个最大仓储投资项目又将如何实现其盈利目 标？林森认为，1栋自动化仓库是马士基对全自动仓储运营的一种探索，若概念验证成功，可以在全球 仓储项目中推广；4栋坡道库的层高为12米，空间利用率提高，单位成本就会降低，未来若有需求也有 自动化潜力，且相较 ...

Core Insights - Hainan Free Trade Port is entering the final month before its full closure operation, with significant advancements in policy and infrastructure readiness [1] - The customs regulatory system has been established, with multiple policies and operational guidelines released to support the closure operation [2] - The closure operation is expected to attract global investors and boost key industries in Hainan, particularly tourism and modern services [2][3] Group 1: Policy and Infrastructure Readiness - Hainan's customs will implement a policy framework focused on "one line open, two lines controlled, and free movement within the island" to enhance trade facilitation [1] - Four customs support projects have been completed, and ten "second-line ports" have passed national inspections, ready for operation [1] - A smart customs regulatory platform has been launched, ensuring efficient customs supervision for the closure operation [1] Group 2: Economic Impact and Industry Development - From January to September, Hainan established 1,513 new foreign-funded enterprises, a year-on-year increase of 12.16%, with actual foreign investment reaching 18.368 billion yuan, up 42.2% [2] - The closure operation is expected to significantly boost the development of key industries such as tourism, modern services, and high-tech sectors [2] - Hainan aims to create a new tax system characterized by zero tariffs and low tax rates, promoting growth in strategic emerging industries like biomedicine and digital content processing [3]

期 货 眼 ·日 迹 每日早盘观察 | 股指期货：下跌初显支撑 3 | | --- | | 国债期货：风偏回落，债市偏暖 4 | 银河期货研究所 2025 年 11 月 18 日 0 / 44 研究所 期货眼·日迹 | 蛋白粕：需求表现良好 | 美豆继续偏强运行 5 | | --- | --- | | 白糖：国内陆续开榨 | 郑糖价格区间震荡 5 | | 油脂板块：油脂分化明显，震荡行情延续 6 | | | 玉米/玉米淀粉：现货继续上涨，盘面偏强震荡 7 | | | 生猪：供应整体稳定 | 现货小幅震荡 8 | | 花生：花生现货偏强，花生短期仍底部震荡 9 | | | 鸡蛋：需求表现一般蛋价稳中有落 10 | | | 苹果：需求表现一般 | 果价稳定为主 11 | | 棉花-棉纱：基本面矛盾不大 | 棉价震荡为主 12 | | 钢材：钢价区间震荡，铁水仍有压减空间 13 | | --- | | 双焦：市场情绪走弱，部分煤种高位回调 13 | | 铁矿：偏空思路对待 14 | | 铁合金：供需双弱，成本支撑区间震荡 15 | | 贵金属：降息预期持续回调 贵金属承压 16 | | --- | | 铜：短期震荡 ...

Core Insights - The implementation of "full island closure" in Hainan Free Trade Port marks a significant shift towards a high-level openness, transforming the island into a customs supervision area where most foreign goods can enter duty-free and circulate freely [3][4]. Policy Design and Structure - The policy design of "one line open, one line manage, and free flow within the island" aims to facilitate the free movement and efficient allocation of global goods and resources within Hainan [4]. - Hainan Free Trade Port differs fundamentally from existing free trade zones, as it encompasses the entire island (33,900 square kilometers) rather than small pilot areas, and focuses on comprehensive openness rather than just internal reform [4]. Industry Transformation - The tourism industry is expected to evolve from mere sightseeing to becoming an "international vacation destination," with duty-free shopping categories expanding to 6,600 items, covering 74% of all customs tax items [5]. - The modern service industry will see internationalization and high-end development, with cross-border finance, international exhibitions, and logistics set to experience significant growth [5][6]. - High-tech industries will benefit from low-cost aggregation due to favorable tax policies, attracting sectors like biomedicine, digital economy, and green technology [6]. Market Opportunities - For businesses, the main attractions include significantly reduced tax costs, improved customs efficiency, and access to a vast market that allows for global procurement and national sales [7]. - Individuals will benefit from enhanced job opportunities and quality of life, with a capped personal income tax rate of 15% and improved international living conditions [7]. Regional Integration - Inland regions can leverage Hainan as a new development hub by establishing a comprehensive logistics network and creating collaborative platforms for bonded goods and industrial synergy [8][9]. - The integration of trade facilitation and regulatory cooperation between Hainan and inland areas can streamline customs processes and enhance cross-border e-commerce [10]. Challenges and Responses - Potential challenges include price fluctuations and intense talent competition, necessitating the establishment of price monitoring mechanisms and optimized talent policies [11]. - Financial risk management is crucial, with a need for a robust regulatory framework to monitor cross-border capital flows and prevent financial crimes [11]. Strategic Role in Global Trade - Hainan Free Trade Port serves as a critical intersection for domestic and international dual circulation, facilitating easier access for global goods and capital into China while enabling domestic products to reach international markets [12]. - The initiative signals China's commitment to high-level openness and provides a model for supply chain optimization and trade facilitation in the Asia-Pacific region and beyond [12].

Core Viewpoint - Hainan is committed to expanding high-level openness to drive high-quality development, positioning itself as a significant gateway for China's new era of foreign trade and investment [5][12]. Group A: Investment and Trade Facilitation - A foreign investment company was able to register and obtain a business license in Hainan within one day due to streamlined registration processes [4]. - Cross-border fund settlement has been expedited from 1-2 working days to 2-3 hours through the multi-functional free trade account [4]. - Hainan has introduced the first foreign investment project in stem cell technology, highlighting its appeal to international investors [6]. - The establishment of the first independent overseas higher education institution in Hainan, the Lausanne Tourism University, marks a significant step in international educational collaboration [6]. Group B: Policy and Regulatory Environment - Hainan is implementing a series of policies to enhance trade and investment liberalization, including a negative list for cross-border service trade and measures to reduce institutional transaction costs [7]. - The provincial government is focused on promoting foreign trade and investment stability, with plans to implement tariff-free processing policies [7][15]. - Hainan is reforming its administrative system to create a market-oriented, law-based, and international business environment [14][15]. Group C: Talent Attraction and Development - Hainan is actively recruiting talent through large-scale job fairs in major cities, offering over 8,000 quality job positions [12]. - The province has established a new talent evaluation standard and offers tax incentives for high-end talent, aiming to create a conducive environment for talent development [12]. Group D: Regional Cooperation and Integration - Hainan is enhancing cooperation with the Guangdong-Hong Kong-Macao Greater Bay Area, signing multiple agreements across various sectors [18][19]. - The establishment of industrial parks is facilitating collaboration with other provinces, focusing on sectors like biomedicine and advanced manufacturing [20]. - Hainan's integration into the Belt and Road Initiative has led to a fourfold increase in trade with participating countries since 2020 [22].

Core Viewpoint - The delivery of the first batch of Remote X7E pure electric tractors to COSCO Shipping's subsidiary marks a significant step towards green logistics and zero-carbon operations at Qingdao Port, setting a benchmark for the industry [1][3][12]. Group 1: Delivery and Strategic Cooperation - The first batch of Remote X7E pure electric tractors has been delivered to COSCO Shipping's Huanyu Dongfang International Container (Qingdao) Co., Ltd., focusing on container short-haul transportation at Qingdao Port [1]. - A strategic cooperation agreement was signed for 500 energy trucks with Tianjin COSCO Shipping's Yuanfeng Green Power Technology (Tianjin) Co., Ltd., aiming to promote the large-scale application of new energy trucks in port logistics [1][10]. Group 2: Environmental Impact and Technological Features - The Remote X7E electric tractor is designed for short-distance transportation, featuring a self-developed powertrain that offers low energy consumption, strong power, fast charging, and long warranty periods [5]. - The X7E-403 model has a comprehensive energy consumption that is over 15% lower than mainstream products in the industry, equipped with a 403kWh battery and an 8-year/1.2 million kWh warranty [5]. Group 3: Digital Management and Operational Efficiency - The vehicles can integrate with digital management systems for carbon footprint verification and utilize an intelligent fleet management system to optimize operational costs [7]. - Customers have reported that the deployment of Remote's new energy trucks will effectively reduce carbon emissions and improve the reliability and attendance rate of container transportation [7]. Group 4: Industry Position and Future Prospects - COSCO Shipping is committed to promoting green, intelligent, and low-carbon development across the entire logistics chain, with Qingdao Port serving as a strategic hub for a green logistics network [8]. - Remote New Energy Commercial Vehicles is the first commercial vehicle brand in China to fully electrify its product line, maintaining a leading market share and focusing on creating a new ecosystem for new energy trucks [8][12].

Group 1: Global Economic Cooperation - The 2025 Financial Street Forum focused on "Resilient Cooperation in International Trade under Global Changes," discussing global investment patterns and development dynamics [1] - The World Bank aims to promote growth and job creation through investments in infrastructure, regulatory reforms, and reducing non-tariff barriers to enhance trade [1][2] - The need for resilient and efficient logistics networks to support international trade was emphasized, highlighting the importance of financial rules and innovation in global economic development [2] Group 2: Industry Perspectives - The shipping industry is shifting from optimization to building resilient global logistics networks, requiring strong financial support and collaboration across global supply chains [3] - The importance of digitalization and green development in creating new opportunities for international cooperation was noted, with a focus on integrating developing countries into global value chains [3] Group 3: Financial Sector Insights - The rapid development of financial technologies like tokenization and blockchain poses challenges for central banks in maintaining financial stability while supporting the real economy [5] - The need for central banks to balance multiple objectives, including inflation control and economic growth, was highlighted as a key challenge in the current global landscape [4][5] Group 4: Forum Achievements - The forum successfully hosted 38 high-quality events, attracting over 400 officials and experts from more than 30 countries, with significant online engagement [7] - The forum's role as a "wind vane" for financial policy was reinforced, providing stability and confidence in the evolving global financial system [7] - International cooperation mechanisms were expanded, with multiple agreements signed and significant investment discussions held, promoting financial services for the real economy [7]