五矿证券表示，自贸港建设背景下利好频出，营商环境不断优化，预计在海南封关之后，岛内零关税等优惠政策将吸引更多顶流商业IP抢滩登陆，利于丰富奢侈品品类，进而带动免税销售结构变化。中国（海南）发展研究院发布的《海南免税消费市场现状与趋势》报告显示，将进一步发挥海南在吸引消费回流和市场连接中的更大作用，到2025年，海南离岛免税消费市场规模将有望突破1600亿元，成为全球最大的免税消费市场，使免税购物成为连接中国与东盟消费市场的重要载体。China Free (01880) is now up more than 4%. As of press release, it has risen 3.68% to HK$53.55, with a turnover of HK$85.9324 million.
The Zhitong Finance App learned that China's China Free Credit (01880) has now risen by more than 4%. As of press release, it has risen 3.68% to HK$53.55, with a turnover of HK$85.9324 million.
According to the news, the Ministry of Foreign Affairs and the Hainan Provincial People's Government will hold a global promotion event for the Hainan Free Trade Port at the Blue Hall on the afternoon of December 4 to fully showcase the unique advantages, early gains, development prospects and cooperation opportunities of the Hainan Free Trade Port. Debon Securities pointed out that the construction of the Hainan Free Trade Port is a major step for China to expand opening-up to the outside world. It will drive the formation of a new pattern of higher-level reform and opening-up. As a beneficiary of the country's major strategies, Hainan will usher in good development opportunities and investment opportunities.
Minmetals Securities said that in the context of free trade port construction, there are frequent advantages, and the business environment is constantly being optimized. It is expected that after the customs closure of Hainan, preferential policies such as zero tariffs on the island will attract more top commercial IPs to land, which will help enrich the luxury goods category, thereby driving changes in the duty-free sales structure. According to the “Current Status and Trends of the Hainan Duty Free Consumer Market” report released by the China (Hainan) Development Research Institute, Hainan's greater role in attracting the return of consumption and market connections will be further exploited. By 2025, the size of the duty-free consumer market on the outlying islands of Hainan is expected to exceed 160 billion yuan, making duty-free shopping the world's largest duty-free consumer market, making duty-free shopping an important vehicle connecting the Chinese and ASEAN consumer markets.
