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龙虎榜复盘丨海南本地股全线涨停,一线游资再度大买人气航天股
Xuan Gu Bao· 2025-12-22 11:00
龙虎榜知名游资 一、海南 12月18日,海南自由贸易港全岛封关运作正式启动。据三亚市商务局数据,封关首日全市免税销售额达 1.18亿元;据海口海关统计,首日"一线"进口"零关税"享惠货物3.6亿元,主要为原油、航空器材 等,"二线"监管内销加工增值免关税货物1468.9万元,免征关税80.8万元,涉及医疗器械、药品、食品 等品类。 开源证券指出,政策红利释放催生的消费活力,全岛封关落地后,海南自贸港"零关税"商品税目比例由 21%提升至74%增至约6600个,基本覆盖主要生产设备与原材料,预计可为相关企业降低约20%的进口 税负成本。 从消费端看,政策红利将进一步放大海南在旅游与消费领域的吸引力,有利于带动旅游消费及相关零售 业态扩容升级。同时,跨境电商与加工增值政策导向明确,进口原料或半成品在海南加工、增值超过 30%后销往内地可免征进口关税,降低企业成本的同时引导商业模式向制造升级与品牌打造延伸。 海南机场 龙虎榜机构热股 今天机构龙虎榜上榜30只个股,净买入12只,净卖出18只。当日机构买入最多的个股前三位是:神农种 业(2.24亿)、雪人集团(1.71亿)、艾森股份(1.68亿)。 神农种业 龙虎榜显 ...
冲上热搜!海南自贸区概念股大爆发,海南发展等23股涨停
Core Viewpoint - The Hainan stock market has seen a significant surge, particularly in the "Hainan sector," driven by the policy benefits from the Hainan Free Trade Zone's customs closure and zero tariff implementation [1][3]. Group 1: Market Performance - As of midday on December 22, stocks such as Shennong Agricultural and Kangzhi Pharmaceutical reached the daily limit of 20%, with 23 stocks in the Hainan sector hitting their upper limits [1]. - The Hainan Free Trade Zone index rose by 9.59%, with notable individual stock performances including Shennong Agricultural (+20.03%) and Kangzhi Pharmaceutical (+19.96%) [2]. Group 2: Policy Impact - The customs closure marks a new development phase for the world's largest free trade port, implementing a customs supervision system that allows for "one line open, one line controlled, and free movement within the island" [3]. - The number of taxable items under the zero tariff policy has increased from over 1,900 to approximately 6,600, covering 74% of all taxable items, which is expected to reduce import tax burdens by about 20% for related enterprises [3][5]. Group 3: Economic Benefits - Hainan Airlines has utilized the zero tariff policy to import aviation materials worth approximately 350 million yuan, saving over 50 million yuan in taxes since 2020 [4]. - On the first day of the customs closure, the value of goods benefiting from zero tariffs reached 360 million yuan, primarily including crude oil and aviation materials [4]. - The consumer response has been strong, with Sanya's duty-free sales reaching 118 million yuan on the first day, and foot traffic in duty-free stores increasing by over 60% year-on-year [4]. Group 4: Future Outlook - Institutions are optimistic about the long-term development opportunities following the customs closure, with expectations that the zero tariff policy will enhance cost structures for enterprises and boost tourism consumption [5]. - The short-term demand for travel is expected to rise, with significant increases in flight bookings to Hainan, particularly around the New Year holiday [4][5].
热搜!120多万卡宴只卖60万,不过……
证券时报· 2025-12-20 14:13
12月20日,话题 #海南封关120多万元卡宴只要60万元 # 冲上热搜,引发公众热议。 此外,《办法》规定,"零关税"进口交通工具及游艇因企业破产等原因确需转让的,转让前应征得海口海关同意并办理相关手续。其中,转让给非享惠主体 的,应按规定补缴进口相关税款。转让"零关税"交通工具及游艇,照章征收国内环节增值税、消费税。 据媒体报道,12月18日,随着海南宣布封关,海南自贸港"零关税"进口车政策正式落地,很多网友在社交媒体上欢呼:"现在就订机票去海南买零关税进口 车!"巨大的免税价差,确实非常吸引人。原价60万元的宝马X5,海南封关后只要35万元;60多万元就能买到120多万元的保时捷卡宴…… 不过,需要注意的是,普通消费者要想去海南买"零关税"进口车并不可行,因为"零关税"进口汽车并不适用于个人消费。 根据《海南自由贸易港"零关税"进口交通工具及游艇管理办法(试行)》(以下简称《办法》),海南进口车免税政策仅针对在海南从事交通运输、旅游业 的企业,车辆必须是用于营运,并且须安装车辆自主卫星定位终端,并与监管系统实行联网联控。而对于企业资质,《办法》明确,需拥有不少于15辆营运 车辆(均在本公司营运满3年以上 ...
进口“零关税”货物货值3.6亿元
Xin Lang Cai Jing· 2025-12-19 18:23
Group 1 - The core point of the article is the commencement of the Hainan Free Trade Port's full island closure operation, which began on December 18, marking a significant milestone in trade facilitation [1] - On the first day of closure, the value of imported "zero tariff" goods under customs supervision reached 360 million yuan, primarily consisting of crude oil and aviation equipment [1] - The value of goods subject to relaxed trade management measures for import was 347,000 yuan, mainly related to medical equipment for bonded maintenance [1] Group 2 - For outbound goods, the value of "second line" domestic sales processing value-added goods exempt from tariffs was 14.689 million yuan, with a total tariff exemption of 808,000 yuan [1] - The main categories of exempt goods included medical devices, pharmaceuticals, and food products, involving nine "second line ports" such as Haikou New Port and Haikou Meilan Airport [1]
海南自由贸易港封关首日通关高效顺畅
Sou Hu Cai Jing· 2025-12-19 15:41
12月18日,海南自由贸易港正式启动全岛封关。据海口海关统计,封关首日,海关监管"一线"进口"零关税"享惠货物3.6亿元,主要为原油、航空器材 等;监管进口放宽贸易管理措施货物34.7万元,主要为"两头在外"保税维修医疗设备。海关监管"二线"内销加工增值免关税货物1468.9万元,免征关税 80.8万元,主要为医疗器械、药品、食品等。 12月18日10时40分,三亚港南山港区"二线口岸"第一批加工增值转内销免关税货物顺利通关。该票货物为海南象元实业有限公司的高等级技术分级橡胶。 封关是指,海南岛全岛建成一个海关监管特殊区域,实施"一线放开、二线管住、岛内自由"为基本特征的自由化便利化政策制度。将海南自贸港与我国关 境外其他国家和地区之间作为"一线",将海南自贸港与内地之间作为"二线"。在强化安全准入(出)监管基础上,"一线"通关更便捷,对符合条件的进 口"零关税"货物、保税货物实施径予放行,通关效率大幅提升;"二线"监管更精准,海关在"二线口岸"海关监管通道对"零关税"货物、享受加工增值政策 的货物、放宽贸易管理措施的货物实行监管。 在"一线",第一批进境"零关税"原油、医疗设备、航空零部件以及放宽贸易管理货 ...
海南自贸港封关首日,“一线”进口“零关税”享惠货物3.6亿元
Xin Lang Cai Jing· 2025-12-19 14:22
Core Insights - Hainan Free Trade Port officially closed its island-wide customs on December 18, with significant implications for trade and import activities [1] Group 1: Customs and Trade Statistics - On the first day of customs closure, the customs supervision "first line" reported imports of zero-tariff goods valued at 360 million yuan, primarily consisting of crude oil and aviation equipment [1] - The customs supervision "second line" allowed for the import of goods with relaxed trade management measures, totaling 34,700 yuan, mainly for duty-free maintenance of medical equipment [1] - The "second line" also facilitated the domestic processing of value-added goods worth 14.689 million yuan, with a duty exemption of 808,000 yuan, focusing on medical devices, pharmaceuticals, and food products [1]
海南全岛封关首日 “一线”进口“零关税”享惠货物3.6亿元
Zhong Guo Xin Wen Wang· 2025-12-19 13:55
海南全岛封关首日 "一线"进口"零关税"享惠货物3.6亿元 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新网海口12月19日电 (记者 王子谦)12月18日,海南自由贸易港正式启动全岛封关。海口海关19日通 报,封关首日海关监管"一线"进口"零关税"享惠货物3.6亿元,监管进口放宽贸易管理措施货物34.7万 元。 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 具体来看,封关首日海关监管"一线"进口"零关税"享惠货物主要为原油、航空器材等,监管进口放宽贸 易管理措施货物主要为"两头在外"保税维修医疗设备。 此外,海关监管"二线"内销加工增值免关税货物1468.9万元,免征关税80.8万元,主要为医疗器械、药 品、食品等,涉及海口新海港、海口港(马村港区)、海口美兰机场、洋浦港等9个"二线口岸"。(完) 来源:中国新闻网 编辑:熊思怡 ...
海南自贸港封关首日多项业务实现突破
Yang Shi Wang· 2025-12-19 12:17
累计加工增值免关税第一批业务落地。海南炼化与伟达化工达成合作,开启"原料—加工—增值"的合作链条。 央视网消息(新闻联播):海南自由贸易港封关首日,开放政策汇聚落地,资源配置更为便利,享惠范围持续扩大,多项业务实现突破。 据海口海关统计,封关首日,海关监管"一线"进口"零关税"享惠货物3.6亿元,主要为原油、航空器材、医疗设备等,对外开放的大门越开越大;海关监 管"二线"内销加工增值免关税货物1468.9万元,免征关税80.8万元,以医疗器械、药品、食品等为主,享惠群体越扩越多。 封关首日,3艘国际船舶在中国洋浦港船籍港完成登记。截至目前,中国洋浦港登记在册船舶达80艘,总运力超750万载重吨。 企业投资也在扩能。在澄迈,一家比利时企业刚刚完成产线升级改造,产能提升30%的同时,还将新增2个全新系列产品。 ...
海南自贸港封关首日进口“零关税”货物货值3.6亿元
Xin Hua Wang· 2025-12-19 09:58
【纠错】 【责任编辑:谷玥】 新华社海口12月19日电(记者吴茂辉)12月18日是海南自由贸易港全岛封关运作首日,海口海关19日发 布了封关首日全岛"一线""二线"货物通关数据。经统计,进口方面,海关监管"一线"进口"零关税"货物 货值3.6亿元,主要为原油、航空器材等;监管进口放宽贸易管理措施货物货值34.7万元,主要为"两头 在外"保税维修医疗设备。出岛方面,海关监管"二线"内销加工增值免关税货物货值1468.9万元,免征 关税80.8万元,主要为医疗器械、药品、食品等,涉及海口新海港、海口港(马村港区)、海口美兰机 场、洋浦港等9个"二线口岸"。 ...
海南自贸港封关首日 “一线”进口“零关税”享惠货物3.6亿元
Yang Shi Xin Wen· 2025-12-19 07:24
Group 1 - The Hainan Free Trade Port officially commenced full island closure operations on December 18 [1] - On the first day of closure, customs supervision recorded "zero tariff" imports valued at 360 million yuan, primarily consisting of crude oil, aircraft materials, and medical equipment [1] - Customs also supervised imports with relaxed trade management measures amounting to 34.7 million yuan, mainly for "two ends outside" bonded maintenance of medical equipment [1] Group 2 - Customs supervision of "second line" domestic processing value-added goods exempt from tariffs amounted to 14.689 million yuan, with a total tariff exemption of 808,000 yuan, mainly for medical devices, pharmaceuticals, and food [1] - The operations involved nine "second line ports," including Haikou New Port, Haikou Port (Mamu Port Area), Haikou Meilan Airport, and Yangpu Port [1]