Thirty! 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 30th anniversary of the establishment of the special economic zone of Hainan Province. He stressed that the Party Central Committee has high hopes for the reform and opening up of Hainan. Recently, it has formulated and formulated the "Guiding Opinions on Supporting Hainan's Comprehensive Deepening of Reform and Opening up". The new major responsibility and mission of the reform and opening up of the Hainan Special Economic Zone has also injected a strong impetus into Hainan's deepening of reform and opening up. This is a new and significant historical opportunity for Hainan's development.
Xi Jinping demanded that the broad masses of cadres and masses in Hainan should seize the opportunity and make persistent efforts to fully implement the spirit of the 19th National Congress of the Communist Party of China, take the guidance of socialism with Chinese characteristics in the new era as the guide, adhere to the general tone of the work of striving for stability, and enhance the "four consciousnesses". We will strengthen the "four self-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, with the supply-side structural reform as the main line, and the construction of free trade pilot zones and freedom of Chinese characteristics. Trade port, exert its own advantages, boldly explore and innovate, and strive to build a comprehensive deepening reform and opening up pilot zone, national ecological civilization pilot zone, international tourism consumption center, national major strategic service security zone, and strive for a vivid example of socialism with Chinese characteristics in the era of innovation, let Hainan Became a beautiful business card that shows the Chinese style, the Chinese style, and the Chinese image.
Heavy policy support Hainan will have these big changes in the future
Policy strength exceeded expectations
The 30th anniversary of the establishment of the province of Hainan Province and the 30th anniversary of the establishment of the special zone are approaching. The national conjecture of the relevant policy “big gift package” has aroused strong market attention.
The Chinese government network was released on April 8th. In order to further support the pilot development of international medical tourism-related industries in Hainan Province, the State Council decided to medically require medical institutions in Hainan Lecheng International Medical Tourism, and there is no medically approved product in China. The equipment is approved by the Hainan Provincial People's Government for import and use in designated medical institutions.
Chi Fulin, dean of the China (Hainan) Reform and Development Research Institute, also said that Hainan will implement a free trade policy under the tourism policy in the field of medical and health, and it will be fully liberalized, thus broadening us with the opening of service trade. The open field, with the opening of service trade to promote high-quality development.
Earlier media reports said that Hainan may be one of the choices for the construction of a free trade port, even more open than Hong Kong.
If Hainan is a free trade port, according to the range of 35,000 square kilometers of Hainan Island, Hong Kong and Singapore, which is 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 generally regarded as the most open free trade zone. In the free trade port, the customs line is truly liberalized, the goods are freely flowing, the trade control measures for the inbound goods are cancelled or minimized, and the first-line declaration procedures are simplified. China will continue to expand its opening up to the outside world and continue to expand its foreign trade. The free trade zone and the free trade port will play an important role in this process.
The free trade pilot zone and the free trade port are characterized by "freedom". This is not only the freedom of taxation and trade, but also the freedom of institutional arrangements. Therefore, it gives the free trade pilot zone greater autonomy in reform and explores the construction of a free trade port. It will further stimulate the initiative and vitality of the region and promote the process of opening up to the outside world.
Hainan Provincial Governor Shen Xiaoming said on the 9th that the framework for the development of Hainan's sea, land, and air technology has basically taken shape. He is planning to build Wenchang Aerospace Science and Technology City, Sanya Deep Sea Science and Technology City and Nanfan Breeding Science and Technology City. In addition to the sea, land and air sectors, emerging industries also include an “X”. Hainan is willing to integrate resources with island countries along the “Belt and Road” to leverage their respective advantages and promote pragmatic cooperation in various fields to achieve mutual benefit and win-win results.
Shen Xiaoming also said that Hainan's new energy plan will be introduced soon, and the island's new energy vehicle popularization plan will be introduced in 2030.
According to the news, Hainan has made outstanding progress in landing visas, service industry opening, air rights opening and international route development. In 2000, Hainan took the lead in implementing the visa application policy. In 2016, Hainan became the first pilot province for service trade innovation in China. In 2017, Hainan further expanded its international routes to 56. Experts believe that at present, the latest door to opening up is the "free trade port with Chinese characteristics."
Where are the investment opportunities?
Through the resumption 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 sustainability.
Guotai Junan analysts said that from the impact of the regional anniversary in the past two years on the relevant index, usually two time points can be found:
First, when the anniversary is just mentioned, there will be a wave of rising support for policy support. The second wave will start in the days before the celebration, and will remain for a period of time before the celebration. income.
Drawing on the experience of the development of global famous islands, the government has given preferential policies such as unified planning, visa-free, tax-free and free trade to the development of Hainan's tourism industry, and built the core competitiveness of the island tourism industry. Therefore, Hainan's economy is expected to usher in a leapfrog under the policy support. development of. On the occasion of this major time node, we believe that tourism, horse racing, Internet lottery and other industries with more obvious Hainan label have greater investment opportunities.
Orient Securities believes that it is optimistic about infrastructure, tourism, transportation and transportation. The policy support of Hainan International Tourism Island construction and the promotion of a series of reforms such as “multi-regulation” will bring about major changes and impacts. It is recommended to actively deploy garden environmental protection business, transform large ecology, and arrange Hainan cruise ship and horse racing projects in advance. Hainan Ruize; it is recommended to pay attention to the Hainan Expressway, which is actively transforming “Real Estate + Great Health + Big Tourism”; the first travel hotel with the integration of Ctrip, and the operation right of Sanya Nanshan Scenic Area; and Luo Niushan who intends to enter the horse racing industry; Hainan Leading freight transport leading enterprises, actively expanding the Straits shares of the Xisha route and Haiqi Group, a major passenger transport company in Hainan.
Wang Jun of Huachuang Securities believes that President Xi Jinping clearly pointed out in the report of the 19th National Congress that he actively explored the construction of a free trade port. Subsequently, Shanghai, Fujian and other places announced the draft policy on free trade ports. As far as Hainan is concerned, the leaders of the Hainan Reform and Development Research Institute, Chi Fulin, and the deputy director of the Economic Committee of the Hainan Provincial CPPCC, Li Renjun, have repeatedly stressed that the construction of a free trade port on the island is a key measure for Hainan's development.
Huachuang Securities proposes that as the bridgehead of the Maritime Silk Road Economic Belt, the infrastructure construction and economic development potential in Hainan Island still has more space than the inland areas; and the strategic position of the South China Sea will make Hainan enterprises more welcoming. More opportunities; the 40th anniversary of reform and opening up, the 30th anniversary of Hainan Province, or the theme of catalysis.
Hainan Free Trade Zone Concept Unit:
Hainan Ruize: Hainan Ruize New Building Materials Co., Ltd. is a joint-stock enterprise with complete specifications of commercial concrete production and distribution and new wall material production and distribution. The company's products are mainly used in large-scale construction projects in Hainan Province, including national, provincial and municipal large-scale urban base facilities, traffic engineering and large-scale residential projects.
Hainan Expressway: The company is market-oriented, focusing on capital management, giving full play to the company's own advantages, continuing to invest in infrastructure construction, and 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.
Luodun Development: Luodun Development Co., Ltd. is composed of Hainan Gold Coast Group Co., Ltd., Haikou Gold Coast Lawton International Tourism Development Co., Ltd., Haikou Gold Coast Technology Industry Investment Co., Ltd., Haikou Guoneng Property Development Co., Ltd. and Hainan Daewoo Industrial Co., Ltd. jointly established the joint stock limited company on June 11, 1998.
Hainan Rubber: The company has 25 rubber base branches, 13 processing branches, 1 seedling branch and 11 subsidiaries, with more than 70,000 employees. 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.
Channel Shares: Hainan Strait Shipping Co., Ltd. is a joint-stock system jointly established by Hainan Port Holdings Co., Ltd., Shenzhen Yantian Port Co., Ltd., Zhonghai (Hainan) Haisheng Shipping Co., Ltd., China Haikou Foreign Shipping Agency and natural persons. enterprise. Mainly engaged in domestic coastal and near-ocean cars, passengers, cargo transportation.