海南自由贸易港海关业务启动

讨论让世界运转不息。

Discussion keeps the world turning.

这里是圆桌论坛。

This is Roundtable.

你好。

Hello.

欢迎来到圆桌论坛，我们将为您奉上关于中国及全球热点议题的激烈辩论。

Welcome to Roundtable, where we serve our piping hot debates on the issues that sizzle in China and beyond.

我是牛红林。

I'm Niu Hong Lin.

海南近日因全岛封关运作政策成为头条新闻。

Hainan is making headlines these days because of the island wide special customs operations at Hainan Free Trade Port.

在政策条文与关税细则背后，我们要探讨：这项抽象改革如何改变企业与民众的日常生活？海南自贸港全岛封关运作已于12月18日启动。

Behind the policy language and tariff schedules, we ask, how does an abstract reform change daily life for businesses, the And the excited the The island wide special customs operations at Hainan Freetrade Port began on December 18.

这是中国对外开放战略的重要一步。

It's a major step in China's opening up strategy.

说实话，海南正在发生的变化更关乎开启一个全新的经济时代。

And honestly, the shift happening in Hainan is more about kicking off a whole new economic era.

可以把它想象成整个岛屿的全面制度重启。

Think of it as a complete institutional reboot for the entire island.

在今天的节目中，我们准备详细解析全岛特殊海关运作的含义、同步推出的政策以及全方位的影响。

And for today's show, we prepared a breakdown of what the island wide special customs operations mean, the policies launching alongside it, and the impact across the board.

但我们先从全岛特殊海关运作的含义说起。

But let's start with the meaning of island wide special customs operations.

嗯。

Mhmm.

对于像我这样不从事贸易物流的人来说，其实我对这个术语的含义相当困惑。

For people outside of trade and logistics for me, personally, actually, I was quite confused about what what this term means.

所以'全岛特殊海关运作'这个术语，或者中文里的说法，可能会让人更加困惑。

So the term island wide special customs operations or in Chinese is it can be even more confusing.

它被直接翻译为'全岛封关运作'，中文里就是这么表述的。

It's got or full customs closure directly translated as in in Chinese.

听起来可能像是要把海岛封闭起来，但实际上恰恰相反。

It might sound like the island is being sealed off, but it's actually the opposite.

这标志着在更高、更广、更深层次上的开放，其核心理念是将全岛打造成一个海关特殊监管区域，本质上成为'境内关外'的特殊区域。

It signifies opening up at a higher, even broader, and deeper level, and the core concept is to turn the entire island into a special customs supervision area, and essentially a zone that is inside the country, but outside the customs.

因此我们称之为'海关特殊监管模式'。

And then that is why we're calling it a special customs operation.

可以理解为一种重新包装。

Consider it repackaging.

也就是说，你们正在将海南自由贸易港重新定位为中国对外开放的前沿阵地或桥头堡。

Namely, you are repackaging, redefining the free Trade Port Of Hainan as a frontline or a outpost or bridgehead of China's opening up.

一方面，整个海岛被推向国际市场，某种程度上被视为国际化的市场。

And so on the one hand, you have the island being, well, being presented out there and being considered as somewhat international market.

我是这么认为的。

I would consider that.

没错。

Yeah.

因此，来自海外市场的商品将享有更便利的准入条件。

So goods coming from overseas markets would enjoy much more facilitative entry.

这里的主要优势在于，大多数商品享受零关税和简化的海关手续。

The major benefit here is that most goods benefit from zero tariffs and simplified customs procedures.

接下来是关于第二道防线的讨论。

And then there is the talk about the second line.

我们刚才提到了第一道防线，意味着它与国际市场接轨。

We just mentioned the first line, meaning it was in line with international market.

而第二道防线则是海南岛与中国大陆之间的边界，这条边界受到监管和监督。

And then the second line is the line between Hainan Island and the Chinese Mainland, and that boundary is regulated and supervised.

从海南流向中国大陆其他地区的货物需接受标准海关监管，这主要是为了确保公平性，并防范与岛上高度优惠政策相关的走私等重大风险。

Goods moving from Hainan into the rest of the Chinese Mainland are subject to standard customs supervision, and this is mainly to ensure fairness and prevent major risks like smuggling associated with the highly preferential policies on the island.

换句话说，从海南岛进入中国大陆的货物，在多数情况下将被视为进口并享受关税豁免待遇。

So in other words, goods moving from Hainan Island into the Chinese Mainland will, to some extent, be considered as will be treated as imports with tariff exemptions in many cases.

我差点当场愣住，因为我听到了关键词——自由贸易区、自由贸易或零关税。

I almost stopped light lightning right there because I hear the keyword free zone or free trade or zero tariff.

什么？那是什么？

What what what's what's that?

听起来很令人兴奋。

It sounds exciting.

这是海南即将或正在实施的最大政策之一。

This is one of the biggest policies and that that is gonna be released or it is releasing in in in Hainan.

享受零关税的进口商品清单正在大幅扩展。

The list of imported goods eligible for the zero tariffs is expanding dramatically.

享受零关税的产品比例将从21%跃升至约74%的税目。

The proportion of products enjoying zero tariffs will jump from 21% to about 74% of all the tariff lines.

海南省财政厅厅长蔡谦表示，此次专项政策实施后，零关税商品将增至约6600个税目，几乎涵盖所有生产设备和原材料，预计可帮助企业进口设备降低约20%的税收成本。

And Cai Qian, who is the head of the Hainan Province of Department of Finance said that after this special operation, the number of goods subject to zero tariffs will increase to around 6,600 tariff lines covering nearly all production equipment and raw materials, and this is expected to help companies importing equipment cut their tax costs by about 20%.

这确实能省下一大笔钱。

That is a solid save for for their money.

对吧？

Right?

这还不是这些来自海外或本地的企业听到的唯一好消息。

And that is not the only good news these enterprises from overseas or locally are listening to or hearing about.

另一项政策被称为30%增值规则。

Another one is called a 30% value added rule.

这项政策也正在迎来重大升级。

This policy is getting also a major upgrade.

这意味着如果产品在海南加工且30%或以上的价值是在海南岛增加的，就可以免税直接销往中国大陆。

It means if products are processed in Hainan and 30% of or more of their value is added on the island of Hainan, they can be sold directly to the Chinese Mainland duty free.

关键的是，这项政策从特定区域和行业的试点项目扩展到了覆盖全岛范围。

And crucially, this policy expanding from pilot programs in specific areas and industry to cover the whole island.

我其实搜索了一些案例，比如我们该如何真正理解这项政策，或者这30%究竟意味着什么？

And I actually searched some of the examples on the like, how can we really understand this policy or what does that 30% really mean?

你们如何在岛上实现这部分增值？

How can you add it that value in that island?

举个例子，有一批价值约35.6万元人民币的阿根廷牛肉，折合约5万美元。

So one example is that a batch of Argentine beef worth around 356,000 yuan, and that's around, like, 50,000 US dollars.

正常情况下，这批货物需要缴纳约43,000元的关税，税率约为12%

And it they would normally be subject to almost 43,000 yuan in duties at a, like, 12% tax rate

因为你要把它们运过海关

if because you're moving them across the customs.

是的

Yes.

如果你直接进口到中国大陆

If you import it directly to Mainland China.

而根据海南自由贸易港新规，如果这批牛肉在海南被加工成肉干后以约50万元的价格销往内地，那么43,000元的关税就可以免除，因为加工增值率超过了30%

And then after this Hainan free trade port rules, if the beef is processed into, let's say, jerky in Hainan and sold to the mainland for around 500,000 yuan, and then the 43,000 yuan tariff can be weaved because it's processing value added rate and is greater than 30 percent.

换句话说，当肉类进口到海南岛后，经过切割、腌制和加工再销往中国大陆时，加工产业可以享受免税政策

In other words, processing industry, when the meat is imported to the Hainan Island, when it's cut, marinated, and processed, and then sold to the Chinese Mainland, it is duty free.

更不用说有些工厂可能只做组装工作，严格来说甚至不需要生产任何东西

Not to mention certain factories might only do the job of ensemble stuff together, and they do not have to, technically speaking, make anything.

但他们仍然可以享受30%的增值规则，从而将产品销往中国大陆时无需再缴纳其他增值税

But still, they can enjoy this 30% value added rule so that they can sell their product to the Chinese Mainland without any other added value tax anymore.

因此对企业而言，这意味着能以更低关税成本进入中国大陆市场。

So for businesses, this means access to the Chinese Mainland at much lower cost in the form of tariffs.

此外还有监管流程简化，正如莱米刚才提到的，一线和二线的税收政策文件、海关监管规则以及禁止或限制进出口货物清单都将生效，这些措施也使进口流程更加简便。

And also there's regulate regulatory streamlining, meaning that documents detailing tax policies across the first line and second line, Limey has just mentioned, rules for customs supervision and list of goods prohibited or restricted from import export will all come into force, and they are also making import simpler.

而所有这些目前仍停留在纸面上。

And all these are still still they are on the paper.

这些就是规则与政策。

They are the rules and policies.

即便雨欣已经给出了非常生动的案例，我们仍想更深入地了解这些政策对岛外企业和本地企业的影响，以及岛上正在发生的变化。

And even if even after Yushin has already provided a very vivid example, we still wanted to have a closer look at what the policies are doing to enterprises from outside of the island and also locally, what are what what is happening in the island.

但让我们先从海外企业说起。

But let's start with the overseas companies.

假设我是一家海外企业，想要投资、运营并与当地企业合作。

Let's say I am an overseas company and I wanted to invest, I wanted to operate, I also wanted to cooperate with local companies.

为了充分受益于刚实施的政策，我需要了解哪些关键信息？

What are some things that I should know so that I can fully benefit from the just acted policies.

嗯。

Mhmm.

显然，作为进口商或进口企业，成本降低是您将获得的益处之一。

Obviously, cost reduction is one of the benefits that you're gonna get as a importer or importer.

对吧？

Right?

作为投资者或企业主。

I'm As an investor or a business owner.

是的。

Yes.

因此，企业可以以显著更低的成本进口生产设备和原材料，从而提高利润率并加速全球扩张。

So companies can import production equipment and raw materials at a significantly lower cost improving their profit margins and accelerating their global expansion.

举个例子，如果您是试图在中国销售游艇的制造商。

And one example can be manufacturers if you are trying to sell yacht here in China.

您可以从政策中受益，据CGT报道，对于游艇制造商而言，设备和原辅材料的进口关税及增值税豁免可降低约20%的成本。

You can benefit from the policy, and CGT reports saying that for yacht manufacturers exemption exemptions on import tariffs and value added tax for equipment and raw and auxiliary materials could reduce costs by about 20%.

在国内市场销售时，符合加工增值关税豁免条件可进一步降低约6%的成本，这将使三亚制造的游艇在质量、价格和服务上相比国外甚至中国其他地区的竞争对手具有明显优势。三亚是海南岛上的一个城市，预计整个计划将吸引更多国内外制造商和维修公司在岛上设立业务，这意味着我们将有更多投资、合作和运营的机会。嗯。

When selling in domestic market, qualifying for processing value added tariff exemptions could further reduce costs by around 6%, and this will give yachts made in Sanya a clear advantage in quality, price, and service over competitors abroad or even other parts of China, and Sinai is a city in the island of Hainan, which and and the the whole thing is expect to draw more domestic and international manufacturers and repair companies to set up operations on this island, which means we'll have more opportunities to invest and cooperate and operate Mhmm.

岛上的公司。

Companies in the island.

对。

Right.

对。

Right.

而且海南本身就是一个岛屿省份。

And Hainan is a island province in and of its own.

多年来，它一直试图将入境旅游作为经济的主要支柱来推动。

And so for many years, it's been trying to promote tourism, inbound tourism for to as a major pillar of its economy.

所以我猜想，如果一家专注于游艇制造的企业要在那里设立基地——我敢打赌这方面已经有很多企业了。

So I imagine that if a business focusing on manufacturing yacht were to set up base, and I bet there already are a lot of businesses in this regard.

如果它们已经在那里落户，并且寻求进一步发展，我认为该岛已经具备良好的条件来消化实际产出。

If they were settled there, they they seeking if they are seeking further development, I think the island already is in a good position to absorb the actual output.

那么相比中国内地乃至全球的企业，这都将为行业带来巨大优势。

And then this will also present a huge advantage for the industry compared to, for instance, enterprises in the Chinese Mainland, if not all over the world.

是的。

Yes.

而我作为一名非常成功的女企业家，旗下公司业务涵盖生物制药、海上风电、特种车辆制造和绿色建材生产等多个领域。

And I, as a very successful businesswoman whose, let's say, companies cover the sectors such as biopharmaceuticals, off shore wind power, specialized vehicle manufacturing, and green building materials production.

哇。

Wow.

我涉足的行业相当广泛。

I do a lot of different things.

正因为我经营这些领域，当我想在海南以可持续方式注册运营鼓励类产业时——要知道我的产业都属于鼓励类——我们适用的企业所得税税率仅为15%。

And because I cover those areas, when I wanted to register and operate sustainably here in Hainan and engaged in encouraged industries, which are, you know, my industries are the encouraged industries, we are subject to a corporate income tax rate of just 15%.

这个数字相比

And that number is compared

上限为15%。

capped at 15%.

是的。

Yes.

是

Be

税率上限为15%甚至更低。

It's capped at 15% and lower.

相比之下，中国大陆的税率是25%，香港则是16.5%。

And that is compared to the 25% on the Chinese Mainland and the 16.5% in Hong Kong.

所以在我看来，我享受了巨大的税收减免。

So I am enjoying a huge tax deducts in my opinion.

没错，这是海南针对特定鼓励产业实施的另一项企业所得税优惠政策。

And, yes, that is another corporate related corporate income rate for specific encouraged industries in Hainan.

另一个非常有意思的政策是，在海南，这些鼓励产业中的高端人才，其个人所得税也保持在15%，这同样低于中国大陆45%的最高税率。

Another very interesting thing is that in Hainan, individuals listed in these encouraged industries, individual talent are also their personal income tax is also kept at 15%, and that is also below Chinese Mainland's top rate of 45%.

因此，无论你是在这些行业工作、通过某种合同或合作方式获取收益的个人，还是像我这样在海南投资运营的成功女企业家，都能享受到另一项非常优厚的补贴或政策优惠。

So no matter if you're an individual working in these industries and gaining your profit through certain kind of contract or certain kind of cooperation with other companies, or you're a successful businesswoman like myself, while that example just goes on, you are investing in Hainan and you are operating here, you can enjoy another kind of really great subsidies or the kind of preferential policy.

是的。

Yes.

当你将商品进口到中国时，通常需要完成各种海关申报和多项手续，即使是在中国境内的保税区也是如此。

And when you are, like, importing goods in into China, and normally, you need to go through various customs declarations and complete multiple procedures even in other, like, bonded zones with within China.

对吧？

Right?

办理这些手续通常需要花费两到三天时间。

Handling these formalities usually take you, like, two to three days.

但在海南自由贸易港，除少数特殊情况外，企业现在只需通过当地公共数据服务平台进行自主申报，无需单独备案。根据一些从业者的实际测试，

But in the Hainan Free Trade Port, except for a few special cases, business now only need to make a self declaration through the local public data service platform with no separate filing required and based on some, like, real tests by some practitioners.

整个流程最快半小时就能完成。

The entire process can be completed in as little as half an hour.

既然我们谈到这些不同的文件和流程，生物技术公司领域还发生过一个有趣的案例，因为他们需要进口基因或生物资源。

Since we're talking about these different paperwork and process, another interesting example happened in the area of biotechnology firms because they need to import genetic or biological resources.

嗯。

Mhmm.

当他们在海南进行这些操作时，面临的风险更低，流程也能更高效，毕竟仔细想想，岛屿确实更容易管控，再加上当地的政策支持。

And when they do that in Hainan, they face lower risks and they can streamline the process because well, if you really think about it, still an island is easier to control, meaning And also, have the policies there.

他们一直在关注这个行业。

They have been looking into this industry.

如果你在那里开展业务，我们会发现他们可以享受极大简化的检验检疫流程。

And if you are doing it there, we get to see that they can face a very much facilitated, a streamlined inspection and quarantine procedure.

没错。

Right.

我想强调的另一个方面是提升岛内生产率的潜力。

Another aspect that I'd like to stress is the potential to try and boost productivity within the island.

我想先补充一些关于中国内地个人所得税的信息。

And I would like to begin with some extra information about personal income tax here in the Chinese Mainland.

我们提到过45%的税率，但这实际上是针对年收入超过96万元个人的最高税率。

We mentioned the percentage of 45, but that's actually the maximum percentage on individuals earning more than 960,000 yuan a year.

但实际上，中国内地的个人所得税起征点仅为3%，适用于年收入低于3.6万元的个人。

But in fact, the the income tax in the Chinese Mainland begins at only 3% for individuals earning fewer than 36,000 yuan.

而且它是累进制的。

And it's a stack it.

这是一个分级制度。

It's a tiered system.

对于收入在36,000至144,000日元之间的人群，税率是10%。

And for those earning 36,000 to JPY 144,000, the percentage is 10%.

因此相对而言，在海南岛生活工作的高端人才，其个人所得税上限为15%。

So comparatively speaking, residents and high end talent living and working in Hainan Island, they have their personal income capped at 15%.

所以我认为这意味着高收入的高端人才，相比在内地工作的人，在海南岛能获得更多实惠。

So I think this only this means that a high end talent, high income people, they can benefit a lot more on high land island as compared to people working in the Chinese Mainland.

同时，30%的增值规则也意味着许多企业将不得不或愿意尝试提升生产力，因为超过30%的任何增值部分都可以免税。

In the meantime, the the the 30% value added rule also means that a lot of businesses are trying to they will have to or they will want to try and stop step up their productivity because anything any added value added that they are able to come up with beyond 30% will be duty free.

因此从长远来看，这将鼓励当地产业升级，而不是停留在低端低附加值的产业上。

So over in the long term, think this is going to encourage the local industries to upgrade rather than being stuck with low end and low value added tax industries.

我们看到这些优势还进一步延伸到保税仓储和加工领域，因为在中国其他地区，这类活动必须限制在指定的区域，毕竟我们在上海、大湾区等地还有其他自贸区。

We see that the advantages also extend further to bondage storage and processing because elsewhere in China, such activities must be confined to designated areas designated zones because, yes, we still have some other free trade zone areas in Shanghai, in the Greater Bay Area.

但我们看到在海南，企业可以选择岛内任何地点进行加工，因为整个岛屿都是自由贸易港。

But we see that in Hainan, companies can choose processing locations anywhere on the island because the entire island is a free trade port.

没错。

Right.

而且没有仓储或时间限制，加上超过3.5万平方公里的陆地面积——这相当于中国156个综合保税区总面积的70多倍——可以确定海南为海外企业提供了无与伦比的特殊灵活性。

And with no storage or time restrictions and when then with a land area exceeding 35,000 square kilometers, that is more than 70 times the combined area of China's 156 comprehensive bond zones, we can see Hainan offers unmatched special flexibility for overseas companies for sure.

但这不仅针对海外企业，也不仅针对海外投资。

But it's not only for overseas companies, not only for overseas investment.

对本地企业同样有利。

It is benefiting or beneficial to local companies as well.

是的。

Yeah.

所有这些政策和优惠措施，正在吸引人才进入这个自由贸易港。

All of these policies and beneficial policies, they are attracting talents into these free trade port.

对吧？

Right?

无论你是来自中国大陆其他地区、中国境内还是国际游客，预计这里将从基础的观光模式升级为全岛国际度假胜地。

And no matter you're from maybe another part of Chinese Mainland or or in China or you're just international visitors there, this is expected to upgrade from a basic just sightseeing model to the island to an international resort destination, the whole island.

消费品零关税政策加上免税商品品类扩大——正如我们所说——多达6600种税务项目。

And the combination of zero tariffs on consumer goods and expanded category of these duty free items up to, as we said, 6,600 tax items.

对85个国家实施的免签政策将吸引追求高端度假体验、医疗旅游和免税购物的全球游客。

And the visa free policy for 85 countries will attract global visitors seeking their high end vacation experiences, medical tourism, and duty free shopping.

而且正如我们提到的，比如进口游艇的零关税政策。

And, as we mentioned, let's say the zero tariff policy for imported yachts.

对吧？

Right?

它可能会持续

It will continue potentially

喜欢游艇。

likes yachts.

我有点喜欢。

I kind of.

是的。

Yeah.

那种体验。

That that kind of experience.

但无论如何，进口价值1000万元人民币的游艇大约能节省40%的关税。

But, anyway, it will potentially save a company importing 10,000,000 yuan yet roughly 40% in tariffs.

想想看。

And think about that.

这对许多企业来说确实是个极具吸引力的入驻理由。

That that could be a really, really attracting point for a lot of companies to getting into that area.

高科技和先进制造行业呢？

How about high-tech and advanced manufacturing sector?

有什么优惠政策吗？

Do we see any preferential policy?

因为无论在全球还是中国，我们都强调需要这类高科技来进一步推动产业发展？

Because around the world or here in China, we get to see it's been stressed that we want these kind of high-tech to be able to further power industries?

生物医药、数字经济与新能源产业正是该岛省试图吸引至本地区的重点行业。

Biomedicine, digital economy, and new energy industries are certainly industries that the island province is trying to attract to the region.

低税率政策与原材料零关税显著降低运营成本，从而推动向高质量发展的转型。

Low tax policies and zero tariffs on materials dramatically reduce operational costs and therefore would foster a shift towards high quality development.

一个典型案例是扩大的零关税覆盖范围直接惠及高端食品加工和医药等关键领域。

Is a good example is the expanded zero tariff coverage directly benefiting key sectors like high end food processing and medicine.

我之前提到的15%企业所得税率，也将对这些企业形成吸引力。

The 15% corporate income tax, which I mentioned earlier, would be create a pull for these companies as well.

另一个例子是，基于30%增值规则，海南某橡胶加工企业仅一批42吨天然橡胶混合物就可预期节省7800元关税。

Another example is a Hainan based rubber processing firm can expect to save 7,800 yuan in tariffs on just one forty two ton shipment of natural adducts due to the 30% value added rule.

对于年产能高的企业，这些节省将快速累积成可观数字。

And so that would really add up quickly to for the company with the high annual capacity.

对个人有什么优惠政策吗？

How about for individuals?

因为当我听到相关新闻，开始准备今天的圆桌会议时

Because when I hear about the news, when I started preparing for roundtable today

嗯。

Mhmm.

我突然有种冲动，你知道，想用掉年假订张机票去海南享受一番。

I have this urge to, you know, spend my annual leaves and book a ticket to Hainan and enjoy.

而且我知道在那里可以购买大量免税商品。

And I know when I'm there, I get to purchase a lot of duty free goods.

是的。

Yes.

限额仍然是10万元。

The cap is still 100,000 yuan.

我依然可以从海南免税店带走等值的商品。

I can still take that worth amount of or that value of goods from Hainan duty free.

如果我在那里花了超出预算的钱，超出部分还是需要缴税的。

If I spend too much money that I don't really have there, I still have to pay for tax.

但即便如此，我能选择的商品种类不是1000种左右，而是超过或大约6600种不同商品。

But still, I get to choose from not 1,000, around 1,000 types of stuff, of goods, but from more than or around six hun 6,600 different items.

所以我非常想去。

So I would love to go.

但除此之外，我还期待什么呢？

But besides that, what am I looking forward to?

嗯。

Mhmm.

更国际化的生活方式，或者你可以期待那里的基础设施和设备，因为随着所有这些设施进入该地区，我们将看到国际游客的到来，国际化的基础设施将在此建设，而国际学校和医院等设施的不断完善，将营造出更具吸引力和国际化的生活环境。

More enhanced international lifestyle or it may be the infrastructure and equipments that you can expect because with all of these facilities that is getting into that area, the thing is that we will see international visitors there and international infrastructures will be built there, and the continuous improvement of facilities like international schools and hospitals contributes to a more appealing and international living environment.

举个例子，今年9月，随着海南比勒费尔德应用科学大学永久校区的开放——如果我没读错的话——这是第一所在中国大陆独立运营的海外大学。

And one example is that in this September, following the opening of the permanent campus of Hainan Belafold University, if I'm pronouncing that right, of applied sciences, which is the first independently run, independently run overseas university established within Mainland, Chinese Mainland.

此外，EHL酒店管理商学院也在三亚正式落成并开课。

And the EHL Hospitality Business School was also officially inaugurated and began classes in Sanya.

这标志着瑞士EHL集团首次在本土以外独立建立高等教育机构。

And this marks the first time Switzerland's EHL Group has independently established a higher education institution outside its home country.

是啊。

Yeah.

我们提到很多优惠政策试图吸引企业和投资者在那里设立机构，并从中受益。

We mentioned a lot about preferential policies trying to attract businesses and investors to set up shop there and try and benefit from the policies.

但现在随着产业发展，如果这些政策未来真正取得成功，我们将看到中外企业的增加，我想那里会有很多国际企业。

But then now with the industries, if these policies were truly successful going forward, we are going to see an increase of businesses, both Chinese and international, and I imagine there will be a lot of international businesses there.

因此，相关产业和服务必须跟上这些企业对人才吸引的需求。

And as such, relevant industries, relevant services will have to go with the demand of talent being attracted to these businesses.

所以国际学校和医院也将成为必要，当地居民也能从这些机构的存在中受益。

So international schools and hospitals, there will be need for that as well, and the local residents can also benefit from the presence of these institutions.

我有个朋友目前正在海南旅游。

I have a friend is currently traveling in Hainan.

哦。

Oh.

我已经看到她在朋友圈发状态说，哇，这里有这么多促销活动，我买到了心仪的口红。

And I've already seen her, like, posting on in her moments saying that, wow, there are so many campaigns going on and I can't I just got my ideal lipstick, I would say.

是啊。

Yeah.

价格真的非常非常优惠。

With a really, really good price.

所以，好吧。

So Okay.

我猜想那里很多商品的消费价格会非常低，这项广泛的进口商品零关税政策预计也会降低消费价格。

I assume that's gonna be there's gonna be a lot of, like, very low consumer prices for a lot of these commodities, and this broad zero tariff policy on imported goods is expected to lower consumer prices as well.

海南省财政厅副厅长钟洲中也表示，只要当地居民一年内至少有一次离岛记录，就可以无限量购买包括化妆品、香水、服装和箱包在内的15类即购即提商品。

And Zhong Zhou Zhong, who is the deputy director of the Hainan Province of Department of Finance, also saying that as long as local residents have at least one record of leaving the island within a year, they can make unlimited purchases of 15 categories of buy and collect immediately goods, including cosmetics, perfumes, clothing, and bags.

哇。

Wow.

直接去那里购物吧。

Just go shop there.

谈到城市、地区或区域的发展时，我们会考虑核心要素：商品、资本、人员和数据。

Well, when it comes to the development of a city or a region or a area, we think about the elements, the core elements, goods, capital, people, and data.

纵观中国及全球的情况，香港在激活资本、打造国际金融中心角色方面表现出色。

If you take a look at situations around the world in China and around the world, Hong Kong excels at activating capital, building its role as an international financial hub.

新加坡作为全球最繁忙的港口之一，已经掌握了商品流通的诀窍。

Singapore has mastered the flow of goods as one of the world's busiest ports.

它处理着全球约五分之一的贸易流量，而迪拜则专注于人流。

It handles roughly one fifth of global trade flows, and Dubai focuses on people.

仅在2019年，我们就看到迪拜接待了超过——准确说是近1700万国际旅客，这相当于其常住人口的五倍多。

And in even just in 2019 before, while we see that it welcomed more than well, almost 17,000,000 international travelers, that's more than five times its resident population.

但在海南这里，我认为通过自贸港建设，整个岛屿将作为商品、人才和数据的缓冲带——数据收集可能是未来的任务——我们将看到这座岛屿的潜力。

But here in Hainan, I think with the free trade port, with the entire island acting as a buffer zone for as a buffer zone for goods, for talent, for data data collecting would be a future task, I'm assuming, we get to see the potential of the island.

但这并非意味着没有挑战。

But that is not to say there's no challenge.

并非说我们完全没有需要解决的问题。

There's no problem that we need to definitely solve.

并非没有需要跨越的障碍。

There's no hurdles probably to jump over.

当地政府肯定已经在关注这些潜在风险了。

There's no potential risks that the local government is definitely already looking at.

那么可能存在哪些潜在挑战呢？

So what can be some potential challenges?

我在考虑金融风险，因为通过多功能电子围栏账户，金融灵活性增加，资本流动更加便利。这些账户运作方式类似离岸账户，对境内外资金往来管控较少，这将有助于促进跨境投资和业务运作。

I'm thinking financial risks because with increased financial flexibility and the flow of capital is made easier through multifunctional electronic fence accounts, and these accounts act much like offshore accounts with fewer controls on sending and receiving money from abroad, and this will help facilitate cross border investment and operations.

但另一方面，资本流动自由度提高的同时，也增加了洗钱和资本外逃等问题的风险，因此监管部门的监督压力也随之增大。

But on the other hand, with the greater freedom in capital flow, there's an increased risk of issues like money laundering and capital flight, and therefore, more pressure on the authorities to step up their supervision.

他们需要建立一套完善的微观审慎与精准监管体系，以加强跨境金融风险监控。

And they need to establish a comprehensive micro prudential plus precise regulation system to strengthen cross border financial risk monitoring.

我还能想到的是本地居民将面临的生存竞争，因为我们多次提到通过优惠政策吸引顶尖企业和人才入驻该地区。

And the other thing I can think about is the kind of competition that the local residents will have to survive because we mentioned a lot about attractive policies trying to lure top businesses and talent into the region.

但就像我们在中国内地已经看到的上海、北京等一线发达城市那样，本地居民往往只能从事网约车服务这类基础工作。

But on but like many developed city that we already seen in the Chinese Mainland in Shanghai and Beijing, these first tier cities, oftentimes, you see the locals having to settle with very basic jobs like taxi hailing services, that kind of thing.

海南的教育资源和教育能力并不特别突出。

So Hainan is not particularly well known for its education educational resources and capacity.

那么该如何安置本地居民及其后代？当地人要如何帮助他们？

So what to do with the local residents and their offsprings and how do the locals help them?

当局如何帮助本地居民成长并在竞争中生存，这是他们必须考虑的问题。

How do the authorities help the locals grow and just survive the competition is something that they have to think about.

既然我们谈到这个，我认为基础设施建设也是人们需要考虑的要点之一。

And since we're talking about that, I think infrastructure construction is also one of the points that people need to consider.

虽然环岛高铁已经投入运营，但跨海运输仍主要依赖航空和轮渡，与大陆的连通性不如香港等地便利。

Although the island wide high speed railway is already in operation, cross sea transportation still relies mainly on aviation and ferries, making connectivity with the mainland less, convenient than places like Hong Kong.

因此，岛内物流成本仍然较高，具体来说，冷链仓储等专业设施仍不够充足，而降低物流成本对于支持高附加值商品贸易至关重要，因此一些注册在海南的企业可能仍会将运营总部设在粤港澳大湾区等城市。

So, logistics costs within the island also remain quite high, and more specifically, specialized facilities such as cold chain storage are still not that sufficient, and reducing, logistics costs will be crucial to supporting trade in some high value added goods as an as a result, some companies registered in Hainan may continue to keep their operational headquarters in cities like Guangzhou and Shenzhen in these Greater Bay Area.

我听说过一个有趣的理论，说由于地理上这座岛屿天然与外界隔离，它既是物理意义上的也是监管意义上的孤岛。

I've heard of an interesting theory saying that because geographically, the island is naturally isolated, and it's kind of a both physical and regulatory island.

与岛屿相连区域相比，在岛屿相连区域内，货物、资本或数据的异常流动更容易被监测，也能更有效地被控制。

Abnormal flows of goods, capital, or data can be monitored easier, can be contained more efficiently and in island connected zones than in island connected zones.

另外我们看到海南的经济规模相对较小，2024年GDP略低于8000亿元人民币。

And also because we see that the economically Hainan scale is relatively small with a 2024 GDP of a little less than 800,000,000,000 yuan.

这还不到当年香港GDP的三分之一。

That is less than one third of Hong Kong's at that year.

嗯。

Mhmm.

所以这个理论是说我们正在试验它。

So the theory is that we're testing it out.

我们把这个地区当作试验田，看看能否进一步向国际市场开放。

We're using this area as a test bed to see if we can further open up to the international market.

我们可以在不同方面以更大规模开放。

We can open up in a larger scale in different aspects.

如果这能成为一个成功案例，我们会在更多地方推行，并进一步尝试全球化，以更多元化的方式展开合作。

And if this can be a successful case, we are doing it more in more places, and we are further trying to be globalized and trying to cooperate aspects with more different ways.

你对这个理论有什么看法？

What what's your take on this theory?

我认为我们需要将这个岛屿省份的谦逊起点与海关特殊监管区希望实现的宏伟愿景相匹配。

Well, I think we have to match the humble beginning of the island province with the grand vision that the special customs operation is hoping to achieve.

因此中间还有很多步骤需要完成，许多障碍需要跨越。

And so there's many steps in between, a lot of hurdles to jump through.

但我认为重要的是要明白这是一个公告。

But I think it's important to to know that it's a it's announcement.

这是一个信号。

It's a sign.

这标志着中国致力于进一步开放，通过在这个岛屿省份推出优惠政策。

It's a sign of China's commitment to further opening up with, you know, with the preferential policies being introduced on the island in the island island province.

你可以想象类似的行业。

You can imagine similar industries.

比如游艇业，就像Yusen经常提到的那样。

For instance, the yacht industry that Yusen speaks so much of.

中国大陆的企业将不得不面对在岛上设立业务的同行的竞争。

Those on the Chinese Mainland, they will have to face competition from their peers that do set up shop in the island.

因此他们必须想出其他办法来保持竞争力。

And so they will have to think of other ways to stay competitive.

他们必须找到自己的利基市场。

They have to find their own niche.

但我认为这是一种压力，现在你们面临的压力是更大还是更小，因为我们在海南与中国大陆之间制造了差异或差距。

But then I I consider this as a pressure to now that we you have less of a pressure or more of a pressure because we created a a a difference or disparity between Hainan and the Chinese Mainland.

一些变化必然会发生。

Some changes are bound to take place.

一些流动现象将会出现。

Some flows are going to are going to appear.

因此国内其他地区也必须发挥创造力，跳出思维定式，在政策松绑和变革经营方式上做文章，帮助本地产业保持竞争力。

And so the rest of the country will also have to be creative and thinking out of the box in terms of freeing up their own policies, changing their own way of doing to help their own industries stay competitive.

嗯。

Mhmm.

中国是否会继续复制粘贴海南模式，这是圆桌会议密切关注的问题。

So whether or not China would continue to copy and paste the Hainan mode is something that Roundtable is keen to observe.

不过现在，让我们先为海南庆祝并享受它的发展成果吧。

But for now, let's celebrate and enjoy Hainan.