537 lines
37 KiB
HTML
537 lines
37 KiB
HTML
<!DOCTYPE html>
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<title>海南自贸港 - 深度投研报告</title>
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font-family: 'Poppins', 'Noto Sans SC', sans-serif;
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color: #E0E0E0;
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position: relative;
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background-color: #010418;
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body::before {
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</head>
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<body class="bg-deep-space">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-white to-sky-300 animate-fade-in-down">
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海南自贸港
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</h1>
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<p class="mt-4 text-lg text-slate-400">深度投研报告</p>
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<div class="mt-2 text-sm text-slate-500">
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由 北京价值前沿科技有限公司 AI投研agent: <span class="font-semibold text-sky-400">“价小前投研”</span> 呈现
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</div>
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</header>
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<!-- Main Bento Grid -->
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Insight Section (Main Card) -->
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<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-sky-200 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心Insight分析
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</h2>
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<div class="space-y-6 text-slate-300 leading-relaxed">
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">0. 概念事件</h3>
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<p>海南自贸港是中国在新时代背景下，推动形成全面开放新格局的重大国家战略。其发展脉络清晰，核心催化剂为2025年底的全岛封关运作。封关运作冲刺与引爆点集中在2025年，国家发改委明确海南自贸港将于 <span class="highlight">2025年12月18日</span> 正式启动封关运作。这标志着概念从“预期”阶段进入“可证实”阶段，成为年内确定性最强的产业主题之一。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">1. 核心观点摘要</h3>
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<p>海南自贸港是一个由顶层设计驱动的、具备高度确定性的中长期国家战略主题。随着 <span class="highlight">2025年12月18日</span> 封关节点的临近，概念已从政策预期阶段迈入关键的落地验证期。其核心驱动力在于通过“境内关外”的制度创新，打造中国对外开放的新高地；然而，市场的宏大叙事与封关后政策细则（如税制、监管范围）的实际执行力度之间可能存在显著的预期差，这将是决定其投资价值分化的关键。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">2. 核心逻辑与市场认知分析</h3>
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<p><strong class="text-sky-300">核心驱动力：</strong> 根本逻辑是“政策驱动下的制度创新”。通过建立物理隔离的特殊关税区，实现与国际市场更高水平的对接。驱动力分解为三层：</p>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-4">
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<li><strong class="highlight-accent">成本洼地：</strong>“零关税、低税率、简税制”旨在降低税负成本。“零关税”商品清单将从约1900个税目扩大至 <span class="highlight">6600个 (占总税目74%)</span>，“双15%”所得税优惠构成直接吸引力。</li>
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<li><strong class="highlight-accent">要素自由流动：</strong>“五自由便利”政策旨在打破要素流动壁垒，为金融创新和离岸业务提供土壤。</li>
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<li><strong class="highlight-accent">战略门户：</strong> 作为面向两洋的重要门户，承载连接双循环、服务“一带一路”的战略功能，定位比肩香港和浦东。</li>
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</ul>
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<p class="mt-2"><strong class="text-sky-300">市场热度与情绪：</strong> 市场情绪围绕“封关倒计时”展开，表现为典型的政策驱动型主题投资特征。公募基金持仓偏低，意味着后续仍有增量资金配置空间。</p>
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<p class="mt-2"><strong class="text-sky-300">预期差分析：</strong> 市场的“全岛免税天堂”宏大叙事与实际情况可能存在预期差：</p>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-4">
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<li><strong class="highlight-accent">封关范围：</strong> 初期可能聚焦局部区域先行先试，而非全岛一步到位。</li>
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<li><strong class="highlight-accent">税制改革：</strong> 更可能用简并后的<span class="highlight">销售税(税率或在6-7%)</span>替代消费税和增值税，而非完全豁免，这将重塑岛内零售业态。</li>
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<li><strong class="highlight-accent">免税牌照：</strong> 全面放开可能性小，短期竞争格局相对稳固。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">3. 关键催化剂与未来发展路径</h3>
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<p><strong class="text-sky-300">近期催化剂 (未来3-6个月)：</strong></p>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-4">
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<li><span class="highlight">封关运作启动 (2025年12月18日)</span>：最大、最确定的催化剂。</li>
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<li>进口征税商品目录 (负面清单) 正式公布。</li>
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<li>岛内居民消费进境商品税收政策试点。</li>
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<li>销售税改革方案公布。</li>
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</ul>
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<p class="mt-2"><strong class="text-sky-300">长期发展路径：</strong></p>
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<ol class="list-decimal list-inside mt-2 space-y-1 pl-4">
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<li><strong class="highlight-accent">第一阶段 (2025-2028)：</strong> 基础设施与流量经济。交通、物流、旅游零售率先受益。</li>
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<li><strong class="highlight-accent">第二阶段 (2028-2035)：</strong> 产业集群与加工贸易。利用“加工增值超30%”政策，吸引高新产业落地。</li>
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<li><strong class="highlight-accent">第三阶段 (2035后)：</strong> 离岸金融与服务贸易。发展高附加值服务业，建成高水平自贸港。</li>
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</ol>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">4. 产业链与核心公司深度剖析</h3>
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<p>产业链覆盖 <strong class="text-sky-300">上游基础设施 (海南机场、海峡股份)</strong>、<strong class="text-sky-300">中游核心产业运营 (嘉诚国际、海马汽车)</strong>、<strong class="text-sky-300">下游消费与零售 (中国中免、海南发展)</strong>。</p>
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<p class="mt-2"><strong class="text-sky-300">核心玩家对比：</strong></p>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-4">
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<li><strong class="highlight-accent">领导者 (免税零售) - 中国中免:</strong> 绝对龙头，但面临封关后新税制分流风险。</li>
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<li><strong class="highlight-accent">核心枢纽 (交通基建) - 海南机场:</strong> 空中门户唯一整合平台，业务逻辑最纯粹，确定性最高。</li>
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<li><strong class="highlight-accent">政策弹性标的 (航空运输) - 海航控股:</strong> 多重政策红利，但需注意 <span class="highlight">45吨以上飞机才免关税</span> 的细节，与市场笼统认知存偏差。</li>
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<li><strong class="highlight-accent">转型潜力股 (国资平台) - 欣龙控股:</strong> 拟注入海南国际清算所，转型金融基建平台，想象空间大但有重组不确定性。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">5. 潜在风险与挑战</h3>
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<p><strong class="text-sky-300">政策风险：</strong> 最大风险。封关后实施细则(尤其是销售税率)不及预期。</p>
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<p class="mt-2"><strong class="text-sky-300">商业化风险：</strong> 产业空心化，未能吸引高附加值产业；面临香港、新加坡等地的激烈竞争。</p>
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<p class="mt-2"><strong class="text-sky-300">信息交叉验证风险：</strong> 路演信息揭示的 <span class="highlight">“局部封关”</span>、<span class="highlight">“6-7%销售税”</span>、<span class="highlight">“飞机免税吨位限制”</span> 等细节与市场普遍的乐观预期存在矛盾，需警惕预期差风险。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">6. 综合结论与投资启示</h3>
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<p>海南自贸港正处于从“主题炒作”向“基本面驱动”过渡的关键时期。投资核心是围绕 <strong class="text-sky-300">“确定性”</strong> 和 <strong class="text-sky-300">“预期差”</strong> 进行布局。</p>
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<p class="mt-2"><strong class="text-sky-300">最具投资价值的细分环节：</strong></p>
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<ol class="list-decimal list-inside mt-2 space-y-1 pl-4">
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<li><strong class="highlight-accent">高确定性环节 - 交通基础设施：</strong> 流量红利最直接、最稳健的受益者，如 <span class="highlight">海南机场</span>。</li>
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<li><strong class="highlight-accent">高弹性环节 - 加工贸易与专业服务：</strong> 能充分利用特定政策构建成本优势的企业。</li>
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<li><strong class="highlight-accent">价值重估环节 - 岛内零售：</strong> 税制改革将重塑零售格局，需重新评估 <span class="highlight">中国中免</span> 的护城河。</li>
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</ol>
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<p class="mt-2"><strong class="text-sky-300">需重点跟踪的关键指标：</strong> 政策指标 (负面清单长度、销售税率)、经济数据 (贸易增速、FDI)、运营数据 (港口吞吐量、免税销售额)。</p>
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</div>
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</div>
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</div>
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<!-- Data Viz & Key Policies -->
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<div class="lg:col-span-1 grid grid-cols-1 gap-6">
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<!-- Echarts Card -->
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-lg font-bold text-sky-200 mb-4">封关后“零关税”商品覆盖面激增</h3>
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<div id="zero-tariff-chart" class="w-full h-64"></div>
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</div>
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<!-- Key Policies Card -->
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-lg font-bold text-sky-200 mb-4">核心政策框架</h3>
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<div class="space-y-4 text-slate-300">
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<div>
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<p class="font-semibold text-slate-100">封关运作原则</p>
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<p class="text-sm">“一线”放开、“二线”管住、岛内自由</p>
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</div>
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<div>
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<p class="font-semibold text-slate-100">核心税收政策</p>
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<p class="text-sm">零关税、低税率 (双15%)、简税制</p>
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</div>
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<div>
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<p class="font-semibold text-slate-100">要素流动</p>
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<p class="text-sm">五自由便利一安全有序流动</p>
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</div>
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<div>
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<p class="font-semibold text-slate-100">关键节点</p>
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<p class="text-sm highlight">2025年12月18日正式启动封关</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Source Data Deep Dive (Accordion) -->
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<div class="lg:col-span-2 glass-card rounded-3xl p-6 md:p-8" x-data="{ openTab: '' }">
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<h2 class="text-2xl font-bold mb-4 text-sky-200 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 7v10c0 2.21 3.582 4 8 4s8-1.79 8-4V7M4 7c0 2.21 3.582 4 8 4s8-1.79 8-4M4 7l8-4 8 4m-8 4v10" /></svg>
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源数据深度挖掘
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</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass-accordion rounded-xl">
|
||
<input type="radio" name="source-accordion" @click="openTab = (openTab === 'news' ? '' : 'news')" />
|
||
<div class="collapse-title text-xl font-medium">新闻数据摘要</div>
|
||
<div class="collapse-content text-slate-300 text-sm leading-relaxed">
|
||
<ul class="list-disc space-y-2 pl-5 mt-2">
|
||
<li><strong>封关时间确定：</strong> 多方信源确认，海南自贸港将于 <span class="highlight">2025年12月18日</span> 正式启动封关运作。</li>
|
||
<li><strong>核心原则：</strong> 实施“‘一线’放开、‘二线’管住、岛内自由”政策。封关并非封闭，而是为更高水平的贸易投资自由化便利化做准备。</li>
|
||
<li><strong>准备就绪：</strong> 封关所需软硬件条件已就绪，10个“二线口岸”通过国家验收，五大核心体系（政策、软硬件、风控、产业、组织）构建完成。</li>
|
||
<li><strong>税收政策升级：</strong> 封关后“零关税”商品将由正面清单转为 <span class="highlight">负面清单管理</span>，覆盖面从约1900个税目扩大至约6600个，占总税目比例达 <span class="highlight">74%</span>。加工增值30%内销免关税政策享惠货值已破百亿。</li>
|
||
<li><strong>产业发展：</strong> 重点支持旅游业、现代服务业、高新技术产业。智慧交通、飞机维修、航空货运等产业已有显著进展。开通首条非洲货运航线和首条第五航权客运航线。</li>
|
||
<li><strong>企业入驻成果：</strong> 2025海南自贸港企业全球化大会吸引20家企业签约落地。截至目前，实际使用外资1025亿元，新设外资企业8098家，经济外向度提高到35%。</li>
|
||
<li><strong>国家支持：</strong> 外交部举行全球推介，商务部、财政部等全力支持，承诺持续深化改革，释放政策红利。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-accordion rounded-xl">
|
||
<input type="radio" name="source-accordion" @click="openTab = (openTab === 'roadshow' ? '' : 'roadshow')" />
|
||
<div class="collapse-title text-xl font-medium">路演数据洞察</div>
|
||
<div class="collapse-content text-slate-300 text-sm leading-relaxed">
|
||
<ul class="list-disc space-y-2 pl-5 mt-2">
|
||
<li><strong>市场预期差：</strong> 市场对封关存在理解分歧。路演指出，封关初期可能 <span class="highlight-accent">并非全岛</span>，或聚焦局部区域试点。税制主流探讨为关税免除、消费税与增值税简并为 <span class="highlight-accent">6-7%的销售税</span>，而非全免。免税牌照全面放开可能性小。</li>
|
||
<li><strong>交易特征：</strong> 当前公募基金对海南板块整体配置偏低，具备加仓空间。主题处于政策细则落地前的“可证实”阶段。</li>
|
||
<li><strong>战略定位：</strong> 逆全球化背景下，海南战略定位比肩香港、浦东，可承载“制造+服务”双轮驱动，优于香港“前店后厂”模式。</li>
|
||
<li><strong>产业机遇：</strong> 加工增值政策（超30%免内地关税）利好化妆品等产业在海南设厂。多功能自由贸易账户、跨境资管试点为金融开放提供机遇。</li>
|
||
<li><strong>公司动态：</strong> 海航控股可利用政策降低飞机进口（45吨以上）和航油成本；海南华铁利用税收优惠和低电价发展算力业务；国信证券通过并购万和证券布局海南跨境金融业务。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-accordion rounded-xl">
|
||
<input type="radio" name="source-accordion" @click="openTab = (openTab === 'report' ? '' : 'report')" />
|
||
<div class="collapse-title text-xl font-medium">研报数据精炼</div>
|
||
<div class="collapse-content text-slate-300 text-sm leading-relaxed">
|
||
<ul class="list-disc space-y-2 pl-5 mt-2">
|
||
<li><strong>宏观影响：</strong> 封关后海南将成为“境内关外”区域。2024年海南货物贸易进出口总值同比增长20%，新增外资企业同比增长19.77%，跨境人民币收支同比增长53%，显示政策早期效应显著。</li>
|
||
<li><strong>交通运输：</strong> 航空为海南主要进出港方式（占离港旅客74%）。海南机场拟收购美兰空港，打造自贸港空中门户。保税航油政策有望使航司综合服务费 <span class="highlight">每吨下降100美元</span>。</li>
|
||
<li><strong>物流行业：</strong> 嘉诚国际等物流企业直接受益于“零关税”和离岸贸易中心定位，其在海口、洋浦、三亚的多个数智物流项目将成为核心增长引擎。</li>
|
||
<li><strong>零售与旅游：</strong> 2025年11月离岛免税政策优化后，销售额同比提升 <span class="highlight">28.52%</span>。未来将积极研究 <span class="highlight-accent">岛内居民消费进境商品相关税收政策</span>，若落地将极大提振消费市场。封关后或实行有税零售和免税零售双轨并行。</li>
|
||
<li><strong>风险提示：</strong> 政策推进不及预期、宏观经济波动、行业竞争加剧是主要风险。产业集群、人才储备、交通基建若改善不足，可能影响政策实施效果。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table Section -->
|
||
<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-sky-200 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>
|
||
核心标的池
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table glass-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票</th>
|
||
<th>代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be injected here by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-sky-200 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
|
||
近期异动个股深度解析
|
||
</h2>
|
||
<div class="space-y-6" id="rise-analysis-container">
|
||
<!-- Rise analysis data will be injected here by JS -->
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- Footer Disclaimer -->
|
||
<footer class="text-center mt-12 py-6 border-t border-slate-800">
|
||
<p class="text-sm text-slate-500">本报告为AI合成数据，所有信息仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
<p class="text-xs text-slate-600 mt-2">© 2025 北京价值前沿科技有限公司</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
const zeroTariffChart = echarts.init(document.getElementById('zero-tariff-chart'));
|
||
const chartOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{b}: {c}个 ({d}%)',
|
||
backgroundColor: 'rgba(15, 23, 42, 0.8)',
|
||
borderColor: 'rgba(56, 189, 248, 0.5)',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 'right',
|
||
textStyle: {
|
||
color: '#94a3b8'
|
||
}
|
||
},
|
||
series: [{
|
||
name: '“零关税”商品税目',
|
||
type: 'pie',
|
||
radius: ['50%', '80%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: 'rgba(15, 23, 42, 0.5)',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: 18,
|
||
fontWeight: 'bold',
|
||
color: '#FFFFFF'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [{
|
||
value: 6600,
|
||
name: '封关后 (约)',
|
||
itemStyle: { color: '#38bdf8' }
|
||
}, {
|
||
value: 1900,
|
||
name: '封关前 (约)',
|
||
itemStyle: { color: '#818cf8' }
|
||
}, {
|
||
value: 8833 - 6600, // Total items approx 8833
|
||
name: '征税商品 (封关后)',
|
||
itemStyle: { color: 'rgba(148, 163, 184, 0.3)' }
|
||
}]
|
||
}]
|
||
};
|
||
zeroTariffChart.setOption(chartOption);
|
||
window.addEventListener('resize', () => {
|
||
zeroTariffChart.resize();
|
||
});
|
||
|
||
// Stock Data Injection
|
||
const stockData = {
|
||
"海南自贸港（240912）": [
|
||
{ "stock": "海南瑞泽", "reason": "本地商品混凝土市占率第一", "其他标签": "客运与基建", "stock_code": "002596" },
|
||
{ "stock": "海汽集团", "reason": "本地汽车客运市占率第一/持股海南旅投免税100%", "其他标签": "客运与基建, 免税店", "stock_code": "603069" },
|
||
{ "stock": "海峡股份", "reason": "本地水路运输市占率第一", "其他标签": "客运与基建", "stock_code": "002320" },
|
||
{ "stock": "海航控股", "reason": "本地航空业市占率第一", "其他标签": "客运与基建", "stock_code": "600221" },
|
||
{ "stock": "海南机场", "reason": "本地航空业市占率第二", "其他标签": "客运与基建", "stock_code": "600515" },
|
||
{ "stock": "海南高速", "reason": "本地高速经营市占率第一", "其他标签": "客运与基建", "stock_code": "000886" },
|
||
{ "stock": "王府井", "reason": "国内免税经营范围并列第一", "其他标签": "免税店", "stock_code": "600859" },
|
||
{ "stock": "中国中免", "reason": "国内免税业市占率第一", "其他标签": "免税店", "stock_code": "601888" },
|
||
{ "stock": "格力地产", "reason": "持股珠海免税100%股权", "其他标签": "免税店", "stock_code": null },
|
||
{ "stock": "海南发展", "reason": "持股海南海控免税45%/本地幕墙业务市占率第一", "其他标签": "免税店, 新能源", "stock_code": "002163" },
|
||
{ "stock": "罗牛山", "reason": "本地畜牧业市占率第一", "其他标签": "农业与食品", "stock_code": null },
|
||
{ "stock": "京粮控股", "reason": "粮油加工，办公地为海口", "其他标签": "农业与食品", "stock_code": "000505" },
|
||
{ "stock": "海南椰岛", "reason": "本地白酒品牌市占率第一", "其他标签": "农业与食品", "stock_code": null },
|
||
{ "stock": "海南橡胶", "reason": "天然橡胶市占率全国第一", "其他标签": "农业与食品", "stock_code": "601118" },
|
||
{ "stock": "海南矿业", "reason": "富铁矿亚洲储量第一", "其他标签": "矿产资源", "stock_code": "601969" },
|
||
{ "stock": "金盘科技", "reason": "本地干式变压器综合实力第一", "其他标签": "新能源", "stock_code": "688676" },
|
||
{ "stock": "钧达股份", "reason": "本地光伏新能源综合实力第一", "其他标签": "新能源", "stock_code": "002865" },
|
||
{ "stock": "海马汽车", "reason": "本地汽车整车综合实力第一", "其他标签": "新能源", "stock_code": "000572" },
|
||
{ "stock": "一心堂", "reason": "海南本地第一大医药零售上市公司", "其他标签": "医药", "stock_code": "002727" },
|
||
{ "stock": "海南海药", "reason": "人工耳蜗市占率第一", "其他标签": "医药", "stock_code": "000566" },
|
||
{ "stock": "普利制药", "reason": "芙必叮系列产品市占率第一", "其他标签": "医药", "stock_code": null },
|
||
{ "stock": "双成药业", "reason": "主营业务为多肽仿制药", "其他标签": "医药", "stock_code": null },
|
||
{ "stock": "葫芦娃", "reason": "主营业务为儿童用药与中药", "其他标签": "医药", "stock_code": null },
|
||
{ "stock": "康芝药业", "reason": "主营业务为儿童用药与中药", "其他标签": "医药", "stock_code": "300086" },
|
||
{ "stock": "海德股份", "reason": "本地困境资产AMC牌照", "其他标签": "其他", "stock_code": "000567" },
|
||
{ "stock": "华闻集团", "reason": "主营文化传媒", "其他标签": "其他", "stock_code": null },
|
||
];
|
||
|
||
const riseAnalysisData = [
|
||
{"stock":"欣龙控股","stock_code":"000955","rise_rate":9.92,"trade_date":"2025-07-24","reason":"拟注入海南国际清算所70%股权并易主海南省国资委，叠加海南自贸港封关倒计时政策催化，触发估值重构式涨停。"},
|
||
{"stock":"凯撒旅业","stock_code":"000796","rise_rate":9.98,"trade_date":"2025-07-24","reason":"国务院明确海南自贸港2025-12-18封关，零关税商品目录扩至74%，公司凭“跨境人民币支付全牌照+海南旅游场景”成为最直接受益标的。"},
|
||
{"stock":"*ST椰岛","stock_code":"600238","rise_rate":5.06,"trade_date":"2025-07-24","reason":"海南自贸港封关政策密集出台，作为海南国资背景的贸易股，市场预期其将直接受益于贸易自由化和政策红利。"},
|
||
{"stock":"海控B股","stock_code":"900945","rise_rate":9.85,"trade_date":"2025-07-24","reason":"受益于海南自贸区概念股的集体走强。海南自贸港建设作为国家战略，封关运作等利好政策预期带动板块上涨。"},
|
||
{"stock":"海科B","stock_code":"900938","rise_rate":5.17,"trade_date":"2025-07-24","reason":"主要驱动因素是海南自贸港封关概念，国家发改委明确封关时间点燃市场热情，公司被预期将受益于政策红利。"},
|
||
{"stock":"广晟有色","stock_code":"600259","rise_rate":9.99,"trade_date":"2025-07-24","reason":"主因是中重稀土现货跳涨+配额收紧，但海南自贸港封关情绪溢价助推涨停（母公司广晟集团注册在海南，公司享政策预期）。"}
|
||
];
|
||
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
const stockList = stockData["海南自贸港（240912）"];
|
||
|
||
// Deduplicate logic
|
||
const stockMap = new Map();
|
||
stockList.forEach(item => {
|
||
if (stockMap.has(item.stock)) {
|
||
const existing = stockMap.get(item.stock);
|
||
existing.reason += " / " + item.reason.split('/')[1];
|
||
existing['其他标签'] += ", " + item['其他标签'].split(', ')[1];
|
||
} else {
|
||
stockMap.set(item.stock, { ...item });
|
||
}
|
||
});
|
||
|
||
const uniqueStockList = Array.from(stockMap.values());
|
||
|
||
uniqueStockList.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
const codeCellContent = item.stock_code ?
|
||
`<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="text-sky-400 hover:text-sky-200 transition-colors">${item.stock_code}</a>` :
|
||
`<span class="text-slate-500">N/A</span>`;
|
||
|
||
const tagsHtml = item['其他标签'].split(',').map(tag => `<span class="badge badge-outline badge-info mr-1 mb-1">${tag.trim()}</span>`).join('');
|
||
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-slate-200">${item.stock}</td>
|
||
<td>${codeCellContent}</td>
|
||
<td class="text-sm">${item.reason}</td>
|
||
<td>${tagsHtml}</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
const riseContainer = document.getElementById('rise-analysis-container');
|
||
riseAnalysisData.sort((a,b) => b.rise_rate - a.rise_rate).forEach(item => {
|
||
const card = document.createElement('div');
|
||
card.className = 'p-4 rounded-xl border border-slate-700 bg-slate-900/20';
|
||
card.innerHTML = `
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="flex items-center">
|
||
<h3 class="font-bold text-lg text-slate-100">${item.stock}</h3>
|
||
<span class="text-xs text-slate-400 ml-2">${item.stock_code}</span>
|
||
</div>
|
||
<div class="font-semibold ${item.rise_rate > 0 ? 'text-green-400' : 'text-red-400'}">
|
||
+${item.rise_rate}%
|
||
</div>
|
||
</div>
|
||
<p class="text-sm text-slate-300">${item.reason}</p>
|
||
`;
|
||
riseContainer.appendChild(card);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |