海南全岛封关运作进入最后一周倒计时，这项将于12月18日实施的核心政策，被文旅行业普遍视为一个时代性机遇，对文旅企业而言，其意义远超税收优 惠。它直接预示着国际客流的结构性增长与消费场景的全面升级，叠加多国免签入境海南政策、三亚凤凰国际机场改扩建、国际航线航班加密等多项措施影 响，海南的国际高端客源涌入的趋势将更加明显。 12月11日，复星旅文副总裁、联席首席财务官陈子煜在海南接受《每日经济新闻》记者专访时指出，封关带来的不仅是税收与流通便利，更是"唯一 性"与"第一性"的政策优势。企业不应只追求"便宜"和"过境"，而应着力将政策红利转化为消费场景升级与人员留存能力。 陈子煜强调，封关将推动当下"聚焦情绪价值提升的健康焕新度假""沉浸式主题娱乐度假村"等新业态进一步发展，而企业竞争力最终将回归产品力与运营 力。面对当前文旅行业资产并购频繁的现象，他认为这并非"抄底"，而是行业从粗放扩张迈入专业运营整合阶段的标志。真正的机会，属于那些能持续打造 优质内容、提升身心体验、实现资产价值重构的企业。以下是采访实录，内容经整理。 陈子煜：封关之后的"境内关外"，其实是一个生态叠加的过程，是全球优质资源、要素在海南政策优 ...

Core Insights - The upcoming closure of Hainan Island, set to be implemented on December 18, is viewed as a transformative opportunity for the tourism and cultural industry, signaling structural growth in international visitor traffic and an upgrade in consumption scenarios [1][6] - The true value of the Hainan policy lies in its uniqueness and primacy, which should be leveraged by companies to enhance consumer experiences rather than merely focusing on cost advantages [6][7] Group 1: Policy Benefits - The closure will lead to an upgrade in consumption scenarios, transforming tax benefits and logistical conveniences into high-quality, distinctive consumer experiences [6][7] - Enhanced personnel flow will result from increased ease of crossing borders, attracting more international travelers to Hainan, as evidenced by full flights to Haikou and Sanya with a significant proportion of non-Chinese passengers [6][7] Group 2: New Business Models - The "inside the border, outside the customs" characteristic post-closure will foster new tourism consumption models, such as health-focused resorts and immersive theme entertainment villages, integrating luxury retail, fine dining, and cultural experiences [8][9] - Companies should focus on creating unique and high-quality products that form a competitive moat, while international brands can leverage their global membership systems and service standards to cater to the increasing high-spending international clientele [9][10] Group 3: Market Dynamics - The current trend of frequent asset mergers and acquisitions in the tourism industry indicates a shift towards professional operational integration rather than mere opportunistic buying [12] - The essence of revitalizing existing assets lies in enhancing product quality and operational capabilities, moving away from price wars to focus on unique content and experiences [13][14] Group 4: Future Trends - The trend is shifting from selecting destination cities to choosing specific resorts or hotels, emphasizing the importance of creating strong thematic IPs and unique experiences that define a destination [15]