30 stands! April 13 is the 30th anniversary of the establishment of the Hainan Special Economic Zone.
On the afternoon of the 13th, Xi Jinping delivered an important speech at the celebration of the 30th anniversary of the establishment of the Provincial Special Administrative Region of Hainan Province. He emphasized that the Party Central Committee has high hopes for the development of Hainan's reform and opening up, and has recently studied and formulated the "Guiding Opinions on Supporting Hainan's All-round Deepening of Reform and Opening", giving it The new major responsibility and mission for the reform and opening up of the Hainan Special Economic Zone has also injected a strong impetus for Hainan to deepen its reform and opening up. This is a major new historical opportunity for the development of Hainan.
Xi Jinping requested that the broad masses of cadres and people in Hainan should seize the opportunity and redouble their efforts to fully implement the party's spirit of the Nineteenth National Congress. Guided by the socialist ideology with Chinese characteristics in a new era, we must adhere to the principle of striving for progress and enhance the "four consciousness." Strengthen the "four confidences", adhere to the new development concept, coordinate the overall layout of the "five in one" and coordinate the promotion of the "four comprehensive" strategic layout, take the supply-side structural reform as the main line, and build a free trade pilot zone and free Chinese characteristics The Hong Kong trading port has exerted its own advantages, boldly explored and innovated, and strived to build a comprehensive deepening reform and opening pilot zone, a national ecological civilization pilot zone, an international tourism and consumption center, and a national major strategic service security zone. Become a beautiful business card showing Chinese style, Chinese style, and Chinese image.
Heavy policy support for the future of Hainan will have these changes
Policy exceeds expectations
The 30th anniversary of the founding of Hainan Province and the close of the 30th anniversary of the establishment of the Special Administrative Region of the People's Republic of China, the government's conjecture of providing relevant policies of "big gift packs" has aroused strong market attention.
China Government Network released on April 8th, in order to further support Hainan's pilot development of international medical tourism related industries, the State Council decided to medically urgently need the medical institutions in Hainan Lecheng International Medical Tourism Pioneer Zone, and there is no medical product that is allowed to register in China. The equipment shall be approved for import by the Hainan Provincial People's Government and used in designated medical institutions.
Chi Fulin, director of the China (Hainan) Institute of Reform and Development, also stated that in the medical and health field, Hainan will implement a free trade policy under the tourism industry, and it will fully liberalize it. This will make the opening up of service trade widen our horizons. In the open field, the opening of service trade is used to promote high quality development.
Earlier media reports said that Hainan may be one of the selected locations for the establishment of a free trade port, and the opening degree is even higher than Hong Kong.
If Hainan is built as a free trade port, it will be calculated in accordance with the 35,000-square-kilometer area of Hainan Island. Hong Kong and Singapore, which are far more than 1,000 square kilometers, and Dubai, which is less than 4,000 square kilometers, will become the world's largest free trade port.
The free trade port is usually regarded as the most open free trade zone. In the free trade zone, the frontline of customs is really open and the goods are free to flow. The trade control measures to cancel or maximise the entry of goods into Hong Kong are simplified and the first-line declaration procedures are simplified. China will continue to expand its opening to the outside world and continue to expand its foreign trade. Free trade areas and free trade ports will play an important role in this process.
The characteristics of free trade pilot zones and free trade ports are "freedom". This is not only freedom of taxation and trade, but also the freedom of institutional arrangements. Therefore, free trade pilot zones are given greater autonomy in reform and exploration of free trade ports. It will further stimulate the initiative and vitality of the region and promote the opening-up process.
Shen Xiaoming, governor of Hainan Province, said on the 9th that the future framework for the development of high-tech land, sea and air in Hainan has basically taken shape. Wenchang Aerospace Science & Technology City, Sanya Deep Sea Science and Technology City and Nanfeng Breeding Science and Technology City are being planned and constructed. In addition to land, sea and air, emerging industries also include an “X”. Hainan is willing to integrate resources with island countries in the region along the “Belt and Road” initiative, exert their respective advantages, promote pragmatic cooperation in various fields, and achieve mutual benefits and win-win results.
Shen Xiaoming also said that Hainan's new energy plan is about to be issued, and that the island's new energy vehicle popularization plan will be introduced in 2030.
According to the news, Hainan has made outstanding progress in terms of landing visas, opening up of the service industry, liberalization of air traffic rights, and opening up of international routes. In 2000, Hainan took the lead in implementing an entry visa policy. In 2016, Hainan became the first pilot province for service trade innovation. In 2017, Hainan further expanded its international routes to 56. Experts believe that at present, the latest door to opening up to the outside world is the "China-style free trade port."
Where are the investment opportunities?
Through the reorganization of the 60th anniversary of Xinjiang, the 50th anniversary of Tibet, and the 70th anniversary of Inner Mongolia, the excess returns of the three regional indices relative to the broader market have a certain degree of continuity.
Analysts from Guotai Junan stated that from the impact of the regional anniversary in the past two years on the relevant indexes, two points can usually be found:
First, when the anniversary is just mentioned, there will be a wave of rise due to the policy support expectation. The second wave will be started several days before the celebration, and it will remain over a relatively long period of time after the celebration day. income.
Drawing on the development experience of the world's leading islands, the government gives preferential policies for the development of tourism industry in Hainan, including unified planning, visa exemption, tax exemption, free trade, etc., and builds the core competitiveness of the island tourism industry. Therefore, Hainan's economy is expected to usher in a leap forward with the help of policies. development of. At the moment of this major timeline, we believe that tourism, horse racing, and Internet lottery have significant investment opportunities in industries with more obvious Hainan labels.
Oriental Securities believes that it is optimistic about infrastructure, tourism, entertainment, transportation and other three major directions. The policy support for the construction of Hainan International Tourism Island and the promotion of a series of reforms such as “combination of multiple regulations” will bring about significant changes and impacts. It is recommended to actively deploy landscape environmental protection business, transform the ecological environment, and arrange Hainan cruises and horse racing projects in advance. Hainan Ruize; recommended to focus on actively transforming the "Habitat + Great Health + Tourism" Hainan high-speed; integration of Home Inns, the introduction of Ctrip, at the same time have Sanya South Mountain Scenic Area operating rights of the Brigade Hotel; and intends to enter the racehorse industry Luo Niushan; Hainan Passenger Rolling Transportation Leading Enterprises, actively expanding the Straits Shares of Xisha Airlines and Hainan Automobile Group, a major passenger transportation company in Hainan.
China Creation Securities Wang Jun believes that President Xi Jinping clearly stated in the report of the Party’s Nineteenth Congress that he actively explored the establishment of a free trade port. Subsequently, Shanghai, Fujian and other places all announced the draft free trade port policy. As far as Hainan is concerned, the dean of Hainan Institute of Reform and Development Chi Fulin and Li Renjun, deputy director of Hainan Provincial CPPCC Economic Committee, have repeatedly emphasized that the construction of a free trade port in the entire island is a key measure for the development of Hainan.
Huachuang Securities suggests that as the bridgehead of the Maritime Silk Road Economic Belt, the infrastructure construction and economic development potential in Hainan Island still have more space than the inland regions; and the strategic position of the South China Sea will also make Hainan enterprises more welcome. Many opportunities; the 40th anniversary of the reform and opening up, the 30th anniversary of Hainan Province, or ushered in the theme of catalysis.
Hainan Free Trade Zone Concept Unit:
Hainan Ruize: Hainan Ruize New Building Material Co., Ltd. is a joint-stock company with a full range of commercial concrete production and distribution and new wall material production and distribution. The company's products are mainly used for large-scale construction projects in Hainan Province, including national and provincial cities and large-scale urban base facilities, transportation projects and large-scale residential projects.
Hainan High-speed: The company is market-oriented, focuses on capital operations, and leverages on its own advantages to continue to invest in infrastructure construction, while vigorously exploring new business areas and developing high-tech industries. At present, the company has developed into a large-scale standardized joint-stock enterprise integrating highway construction, tourism transportation, information and real estate.
Lawton Development: Luo Dun Development Co., Ltd. is composed of Hainan Gold Coast Group Co., Ltd., Haikou Golden Coast Luodun International Tourism Development Co., Ltd., Haikou Gold Coast Technology Industry Investment Co., Ltd., Haikou Guoneng Property Development Co., Ltd. and Hainan Dayu. Industrial Co., Ltd. jointly initiated the establishment of a company limited by shares on June 11, 1998.
Hainan Rubber: The company has 25 rubber base branches, 13 processing subsidiaries, a seedling branch, 11 subsidiaries, and employs more than 70,000 people. The company is a large-scale integrated enterprise group integrating natural rubber planting, primary processing, deep processing, trade, logistics, research and development, and rubber wood processing and sales.
Straits Shares: Hainan Strait Shipping Co., Ltd. is a joint stock company established by Hainan Port Air Holding Co., Ltd., Shenzhen Yantian Port Co., Ltd., China Shipping (Hainan) Haisheng Shipping Co., Ltd., China Haikou Ocean Shipping Agency Co., Ltd. and natural persons. enterprise. Mainly engaged in domestic coastal and near-automobile, passenger and cargo transportation.