【重点关注】 ·"先体检、后更新" 住建部："十四五"期间累计改造城镇老旧小区24万多个 ·前10个月国家铁路累计发送货物33.78亿吨创历史同期新高 ·美国联邦法官下令禁止国税局与移民局共享纳税人信息 ·美国11月密歇根大学消费者信心指数终值下滑 ·11月22日，湖北燕矶长江大桥顺利合龙，大桥横跨鄂州黄冈两地，采用一跨过江的方式，是世界最大 跨度四主缆悬索桥。项目全长约26千米，大桥主跨1860米，上层为六车道高速公路，设计时速100公 里，下层为四车道城市快速路，设计时速80公里。 ·记者22日从住房城乡建设部获悉，今年以来，全国已有449个城市开展了城市体检工作。"十四五"期 间，全国各地通过积极行动，城市更新重点任务也在加快落地见效，累计改造城镇老旧小区24万多个， 形成近3000个完整社区样板，累计改造燃气、供水、排水、污水、供热等地下管网84万公里，实施城中 村改造项目2387个，改造老旧街区6500多个、老旧厂区700多个，城市宜居水平大幅提升。 ·国家税务总局税收大数据显示，"十四五"期间，京津冀地区企业、产业、能源、交通绿色转型深入推 进，有效促进空气质量持续向好。数据显示，2021年—20 ...

东南亚信息港讯(www.dnyxxg.com)作为全球重要新兴市场，越南正成为二十国集团(G20)成员的重点投资目的地。 随着 G20 对越南经济潜力的认可度持续提升，加之越南积极推进绿色转型与产业链升级，来自该集团经济体的投 资机遇不断扩大，涵盖高端制造、零售消费、绿色产业等多个关键领域。 近期，多家 G20 经济体背景的龙头企业密集加码越南投资： 英国斯华集团(Swire)旗下海福维修工程集团(Haeco)计划联合越南太阳集团(Sun Group)及美国伙伴，在广宁省云屯 国际机场投资 3.6 亿美元建设飞机维修综合体。该项目已签署 15 年飞机维修合同，落地前景明确，海福集团总裁 理查德・塞尔(Richard Sell)已就此与越南政府副总理阮和平举行会谈。 日本零售巨头永旺(AEON)刚获颁永旺边和购物中心项目投资注册证书，投资额达 6 万亿越盾(约合 2.61 亿美元)。 自 2014 年进入越南市场以来，永旺累计投资已达 15 亿美元，未来计划追加同等规模资金，目标在 2030 年实现业 务规模扩大三倍。 中国电子制造龙头立讯精密(Luxshare-ICT)持续扩大在越布局，过去十年已向北部宁省、 ...

中新网海口11月12日电 (张月和)"在海南自贸港一站式飞机维修产业基地，我看到全球各地的飞机正 在'体检'，不仅机库爆满，停机坪上还有飞机在排队待检。"《澳大利亚时报》高级记者张园接受中新 网记者采访时说，这让她切实感受到海南自贸港临空产业发展的蓬勃生机。 海外华媒海南行：全球飞机在自贸港排队"体检" 11月11日，"开放新海南·活力自贸港——行走中国·2025海外华文媒体海南行"活动走进位于海口的 海南自贸港一站式飞机维修产业基地，图为参与活动的境外媒体代表正在考察走访。中新网记者 骆云 飞 摄 "开放新海南·活力自贸港——行走中国·2025海外华文媒体海南行"活动11日走进位于海口的海南自贸港 一站式飞机维修产业基地，来自10多个国家和地区的20家境外华媒通过了解这座"飞机医院"的成长历 程，见证了"自贸港速度"及其开放新活力。 一站式飞机维修产业基地是海南自贸港核心引擎临空经济区的重要示范项目，2022年4月起投运。其位 于空港综合保税区内、海口美兰国际机场东侧，大修与喷漆机库直接连通机场跑道。海口空港飞机维修 工程有限公司董事长兼总经理王海烨说，这极大便利了飞机进行维护维修。 吸引全球飞机来此维修的 ...

Group 1 - The eighth China International Import Expo (CIIE) showcased 461 new products, technologies, and services, highlighting a vibrant picture of technological innovation [1] - A high-precision automatic detection robot was introduced, capable of replacing 10 manual inspectors with an error margin of 0.01 mm, already receiving interest from three new energy companies [1] - Siemens emphasized its commitment to deepening its presence in the Chinese market through industrial AI-driven applications and increased R&D efforts [1] Group 2 - The low-altitude economy section featured a vertical take-off and landing electric aircraft, utilizing China's 5G-A sensing network for smart obstacle avoidance and remote scheduling [1] - In the medical equipment and healthcare section, a European company's vascular intervention robot demonstrated a simulated surgery, while an AI diagnostic system analyzed CT images in three seconds with over 95% accuracy [1] - The CIIE serves as a key platform for launching innovative products, understanding local needs, and deepening collaborative efforts [1] Group 3 - The exhibition's planning focused on cutting-edge leadership and innovative breakthroughs, with cross-border e-commerce exhibitors utilizing the "Digital CIIE" platform for matching buyers [2] - The service trade section showcased the application of robotics and AI in aircraft maintenance, with a commitment to enhancing product and service levels through digitalization and innovation [2] - The CIIE is viewed as a "testing ground" for innovative achievements, fostering new productive forces and global cooperation [2]

Core Points - The establishment of the one-stop aircraft maintenance industrial base in Hainan Free Trade Port has significantly enhanced the region's capabilities in aircraft repair, servicing nearly 2,400 aircraft since its opening in 2022 and attracting around 50 domestic and international airlines [1][2] - The Chinese government emphasizes the importance of Hainan Free Trade Port as a key gateway for the country's new era of opening up, aiming to create a modern industrial system with Hainan characteristics and advantages [1][5] - The base has successfully attracted international clients, with companies like VietJet Air and Qatar Airways increasing their business due to the efficient services and favorable policies provided by the free trade port [2][4] Summary by Sections Aircraft Maintenance Industry - The one-stop aircraft maintenance industrial base has completed over 2,400 aircraft repairs since its launch, with a maintenance plan extending to 2026 [1] - The base has gained international recognition, with the first international business secured in October 2022, involving the maintenance of an Airbus A320 [1][2] Policy and Economic Impact - The free trade port's policies have led to a 10% to 15% reduction in comprehensive maintenance costs due to tax exemptions and efficient customs processes [2][4] - The value of bonded maintenance goods at Haikou Airport's bonded zone reached 478.6 billion yuan from January to October this year, marking a 71.8% year-on-year increase [4] Industry Ecosystem Development - The industrial ecosystem is evolving, with the base now able to provide a full range of services locally, reducing the need for clients to seek services elsewhere [4] - The introduction of zero tariffs on imported maintenance materials and production equipment has significantly lowered operational costs for companies in the region [4][5] Future Prospects - The official launch of the full island closure operation on December 18 will enhance international exchanges and increase air traffic in Hainan [4] - The ongoing development of a market-oriented, law-based, and international business environment is expected to attract more global resources and foster the growth of modern industries in the free trade port [5]

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session of the Communist Party of China emphasizes the country's strategic determination, focusing on building a modern industrial system and expanding institutional openness, which provides a fertile ground for foreign investment in China [2][8]. Group 1: Company Participation in the Expo - Swire Group participated in the China International Import Expo for the second time, showcasing its diverse businesses including Swire Properties, Swire Coca-Cola, Cathay Pacific, and others, highlighting innovative practices in China [2][3]. - The interactive exhibition space of 400 square meters utilized digital multimedia technology to illustrate the vitality of "new consumption," allowing visitors to engage with various innovative experiences [2][3]. Group 2: Innovation and Transformation - The exhibition also highlighted Swire's exploration in intelligent and green transformation, showcasing applications of robotics and AI in aircraft maintenance and the future operations of its maintenance base [3]. - Swire Coca-Cola presented a case study on the seamless integration of digital technology in its new Zhengzhou factory, set to be operational by October 2025, demonstrating advancements in factory operations [7]. Group 3: Economic Insights - The long-term positive trend of the Chinese economy is attributed to four foundational advantages: an optimized business environment, a large domestic market, a complete modern industrial system, and a high-quality talent pool [8]. - The recent developments at the expo, including the establishment of a section for least developed countries, reflect China's commitment to openness and inclusivity, resonating with Swire's business philosophy [4][5]. Group 4: Future Outlook - Swire Group aims to continuously innovate and upgrade its products and services to meet the evolving demands of Chinese consumers, focusing on experience, quality, and content [9]. - The company is also exploring new business areas such as healthcare, with its Shanghai Deda Cardiovascular Hospital being the first wholly foreign-owned specialized hospital in China, enhancing medical quality and service standards [10].

Core Viewpoint - The participation of Swire Group at the China International Import Expo (CIIE) emphasizes its long-term commitment to the Chinese market through innovative practices and contributions to high-quality and sustainable development [1][4]. Group 1: Exhibition Highlights - Swire Group showcased its subsidiaries, including Swire Properties, Swire Coca-Cola, Cathay Pacific, Swire Marine, and the Port Machinery Group, under the theme "Lean and Innovative" [1]. - The exhibition featured a 400-square-meter interactive booth utilizing digital multimedia technology to illustrate the vitality of "new consumption" [3]. - Visitors experienced immersive interactions, such as a VR experience of Cathay Pacific's cabin space and a model of the Xi'an Taikoo Li project, highlighting the integration of historical culture and modern commerce [3]. Group 2: Innovation and Sustainability - The booth demonstrated Swire's exploration in digitalization, intelligence, and green transformation, showcasing applications of robotics and AI in aircraft maintenance [3]. - Swire Marine introduced its low-carbon solutions and logistics capabilities connecting China with Pacific island nations and Belt and Road markets [3]. - The exhibition presented various case studies reflecting Swire's commitment to sustainable development and the green transformation of industries [3]. Group 3: Future Commitment - Swire Group aims to combine its century-old craftsmanship with excellent operational principles, focusing on new opportunities in digitalization, intelligence, and green development [4]. - The company positions itself as a witness, participant, and beneficiary of China's modernization, contributing to high-quality development and sustainable future [4].

Core Viewpoint - The eighth China International Import Expo (CIIE) showcases Swire Group's commitment to the Chinese market through innovative practices in various sectors, emphasizing high-quality and sustainable development [1][4]. Group 1: Exhibition Highlights - Swire Group's exhibition theme is "Lean and Innovative," featuring subsidiaries such as Swire Properties, Swire Coca-Cola, Cathay Pacific, Swire Machinery, and Swire Shipping [1]. - The interactive booth spans 400 square meters, utilizing digital multimedia technology to illustrate the vibrancy of "new consumption" [3]. - Visitors can experience the integration of historical culture and modern commerce through the Xi'an Taikoo Li project model and enjoy an immersive experience of Cathay Pacific's cabin space using VR technology [3]. Group 2: Innovation and Sustainability - Swire Group demonstrates its exploration in digitalization, intelligence, and green transformation, showcasing applications of robotics and AI in aircraft maintenance [3]. - The Swire Shipping segment introduces its route layout and low-carbon solutions, highlighting innovative logistics services connecting China with Pacific island nations and Belt and Road markets [3]. - The exhibition presents specific cases that reflect Swire's commitment to sustainable development and long-term planning in promoting industrial green transformation [3]. Group 3: Future Commitment - Swire Group aims to combine its century-old craftsmanship with excellent operational principles, focusing on new opportunities in digital, intelligent, and green industrial development [4]. - The company positions itself as a witness, participant, and beneficiary of China's modernization, continuously injecting sustainable momentum into high-quality development [5].

Core Viewpoint - The article highlights the industrial upgrades and emerging sectors in Hainan Free Trade Port, showcasing various projects and initiatives that align with national strategies for developing new and future industries [12]. Group 1: Aerospace and Technology - The establishment of the Star Glory rocket assembly and testing factory in Wenchang signifies Hainan's commitment to aerospace development [2]. - The Hainan Aerospace Technology Industry Group is focused on creating a competitive semiconductor industry chain, addressing gaps in Hainan's electronic information manufacturing sector [10]. Group 2: Marine and Energy - The completion of the underwater intelligent computing center in Lingshui marks a significant step in marine data processing capabilities [6]. - The "Deep Sea No. 1" energy station represents advancements in energy infrastructure within the region [12]. Group 3: Aviation and Maintenance - A one-stop aircraft maintenance industrial base in Hainan is actively servicing foreign aircraft, indicating growth in the aviation maintenance sector [4]. Group 4: Agriculture and Research - The National South Breeding Research Institute in Sanya is conducting rice experiments, contributing to agricultural innovation [8]. Group 5: Tourism and Leisure - The cruise and yacht industry in Sanya is experiencing rapid growth, with vessels like the "Star Navigator" ferrying tourists, reflecting the tourism sector's expansion [14]. Group 6: Environmental Initiatives - The Dongyu Island zero-carbon demonstration zone has achieved a comprehensive carbon reduction layout, showcasing Hainan's commitment to sustainable development [16].

Core Insights - The report emphasizes the strategic importance of the Hainan Free Trade Port, marking 2025 as a critical milestone for its full island closure operation, which will shift investment focus from B2C consumption to B2B industrial upgrades and high-value services [4][5][16] - The report identifies three core investment themes: modern logistics and trade services, high-tech and green energy, and the "tourism+" model that extends beyond duty-free shopping to include high-value services [4][16][20] Policy Evolution - The Hainan Free Trade Port is not merely an upgrade of existing free trade zones but represents a fundamental institutional restructuring, with the 2020 Overall Plan establishing its strategic positioning as a key gateway for China's opening to the Pacific and Indian Oceans [5] - The "one line open, one line controlled" mechanism is crucial for understanding investment opportunities in Hainan, facilitating high levels of trade and investment freedom while maintaining regulatory oversight [6] - The "15+15+zero tariff" tax system is a cornerstone of Hainan's competitive advantage, attracting capital and talent through favorable tax policies [8][10] Data Insights - Since the launch of the Free Trade Port initiative in 2018, Hainan's total goods trade import and export value reached 1.17 trillion yuan, with an annual growth rate of 21.7%, significantly outpacing the national average [13] - In terms of foreign direct investment (FDI), Hainan attracted 102.5 billion yuan over five years, with a notable increase in the number of newly established foreign enterprises, indicating a strong interest from high-growth foreign companies [14] Structural Opportunities - The report highlights that the growth in Hainan's key parks is driven by high-tech industries and modern services, with significant year-on-year increases in revenue and investment, contrasting with the slower overall GDP growth [15] - The investment narrative is shifting from consumer-driven opportunities to those driven by industrial restructuring, particularly in logistics, high-tech, and service sectors [16] Investment Logic - The full closure operation in 2025 is seen as a turning point, with a focus on B2B and high-value services becoming more prominent than B2C opportunities [16] - Hainan is positioned to become a logistics hub, leveraging its "zero tariff" and "processing value-added" policies to attract businesses looking to integrate into Asian supply chains [17] - Key investment areas include aerospace, marine industries, green energy, and digital economy sectors, all benefiting from favorable tax policies and strategic government support [18][19]