海南封关深度解读:一次讲清“一线放开、二线管住、岛内自由”

再快一点 December 20, 2025
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再快一点

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用結構化的財經與政治經濟分析,把科技、商業、中美與台海這些硬話題講清楚,給你可驗證的結論與行動啟示。 另外不定期講財經,講投資,也會講產業,本人投行合伙人,都是親身經歷與感悟,不講基礎知識,只講干貨。 目前沒想明白到底做財經頻道還是繼續想到哪講到哪,大家姑且看著,感謝大家支持。 📩 观众来信:[email protected]

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12 月 18 日,海南自贸港全岛封关正式启动。很多人第一反应是:这是不是“封岛”?以后去海南要不要办证?海南是不是要变成第二个香港? 这期视频我用最直白的方式,一次讲清楚那 12 个字: “一线放开、二线管住、岛内自由” 到底是什么意思。 你会看到一个非常关键的变化:海南正在变成一种“境内关外”的新形态——人照常走,但重点在于 管货、管税、管证。 对外,“一线放开”意味着更高水平的贸易便利化与更大范围的“零关税”空间; 对内,“二线管住”用 30% 加工增值 把套利和倒卖挡在门外,逼出真正的加工、制造与供应链能力; 在岛内,“岛内自由”让免税消费、物流周转、跨境结算更顺滑,真正考验的是制度落地与执行的一致性。 免税更便宜只是开场,真正的看点是:海南能不能从“免税岛”走向“产业岛”。 我们也会聊聊它为什么不是香港替代、它可能带来的机会,以及它要面对的三大挑战:物流效率、隐性合规成本、产业链能否落地成链 #海南自贸港 #海南封关 #一线放开二线管住岛内自由 #境内关外 #海南免税 #离岛免税 #零关税 #加工增值30% #海关监管特殊区域 #自贸港政策 #海南经济 #中国经济 #宏观经济 #产业链 #供应链 #加工贸易 #保税维修 #跨境电商 #离岸人民币 #人民币国际化 #EF账户 #税收优惠 #企业所得税15% #个税15% #海南投资 #海南机会 #海南三亚 #海旅免税城 #政策解读 #再快一点

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