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今日市场表现不错，五大指数全部飘红。而涨幅最大的不是行业板块，而是地区板块中的海南省。受财政部进一步调整海南岛旅客免税购物政策的利好刺激，这一板块今日大涨4.37%，名列所有板块涨幅第一，智能电视平均上涨4.03%，只能屈居第二。
今日海南板块涨幅5%以上排行表：
这是国家继续推出向海南倾斜、支持海南发展的重要政策之一，很大程度上会起到刺激消费的作用，并为海南带来更多的人流与消费。确实利好海南板块！
从具体的政策来看，财政部进一步调整海南离岛旅客免税购物政策，免税购物限额每年累计可以增加到30000元，而在此之前的是每年16000元；同时还要扩大免税范围，增加部分医疗器械用品。当然最给力的是从今年12月1日就生效，这样今年这个圣诞节还是可以让大家买买买。
更加亮眼的是，岛内居民也将无差别地享受这一政策，后续预计还将对乘船旅客给予同等待遇，岛内还将增加两家免税店方便购买。
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今日刚好还有另一个新闻可以对比，就是说粤港澳大桥通车以来，已经有超过百万民众通过这一大桥到达香港去买买买，造成香港大桥落地段的商户与居民负担过重：不但商品脱销，还要排队。
如果海南能够在财物上放大免税额度，大家可以避冬休假外加购物两不误，估计能够分流部分人员，这样对两边都有好处，香港不用太挤，不用担心奶粉断货，海南的人气又可以提升一大截。
不过，原来海南的免税政策除了额度较低外，更重要的是购物很不方便，比如机场的免税购物店，很早以前还要求客人提前一天去选货，第二天才能在登机的时候拿到手，这样令购物者的愉悦感大折折扣，还额外增加了客人去机场的往返成本。不知道现在是否还这样，如果还这样，希望还是一并取消的好，否则就让利好政策继续打了折扣。
受此消息影响，盘中海汽集团、海峡股份等5只海南个股涨停。从海南旅客免税购物政策的出台可以看出，未来国家政策会越来越注重促进内需，扩大内需，以抵御外部经济的不利影响。衷心希望免税购物的政策能够尽快扩大到全国范围啊，这样，也不会有节后离岛一票难求的局面了。
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实在来说，这个政策对海南航空还是一个很大的利好的。这家名声响亮的公司，今日竟然又因为不到3000万元的合同尾款没能支付被推上了被告席！可见这家公司目前资金确实非常紧张。今天这一消息，无疑是对其雪中送炭。该股今日也上涨了2.5%，站稳了2元以上。
非常可惜的是，海南板块因为整体业绩不佳，基金入驻的很少，今日涨停的5只个股中，只有海汽集团的前十大股东里有天治核心成长一只主动型基金进入前十大股东，持有150万股；新大洲里只有两只指数基金，可见基金对海南板块并没有太大热情。
目前该省总共31只个股中，亏损的就有10只，同时有12只个股今年前三季度的业绩同比是下降的。总共只有3只个股的市盈率在20倍以下！
此外，虽然中国国旅不在海南，但也是这一政策的受益者。相比之下，中国国旅的业绩还是不错的。不过，同样也没有基金在这只股票里面。
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Hainan tax-free expansion, perhaps really good!
The market performed well today, and all five major indexes are red. The biggest gainer is not the industry sector, but Hainan Province in the regional sector. Affected by the Ministry of Finance's further adjustment of Hainan Island passengers' duty-free shopping policy, this sector rose 4.37% today, ranking first in all sectors, and smart TVs rose 4.03% on average, ranking only second.
This is one of the important policies that the country continues to introduce to Hainan and support Hainan's development. It will largely stimulate consumption and bring more people and consumption to Hainan. It really benefits the Hainan plate!
From the specific policy point of view, the Ministry of Finance further adjusts the tax-free shopping policy for Hainan's outlying island passengers. The tax-free shopping limit can be increased to 30,000 yuan per year, compared with 16,000 yuan per year. At the same time, it is necessary to expand the scope of tax exemption and increase some medical equipment. Supplies. Of course, the most powerful thing is to take effect from December 1 this year, so this Christmas this year can still let everyone buy and buy.
What is even more dazzling is that the island residents will enjoy this policy indiscriminately. It is expected that the passengers will be treated equally, and two duty-free shops will be added to the island for purchase.
Just another news today can be compared. That is to say, since the opening of the Guangdong-Hong Kong-Macau Bridge, more than one million people have arrived in Hong Kong through this bridge to buy and buy, which has caused overburdening merchants and residents of the Hong Kong Bridge landing section: not only goods Out of stock, but also queued.
If Hainan can amplify the tax exemption on the property, you can avoid the winter vacation and add shopping. It is estimated that some people can be diverted. This is good for both sides. Hong Kong does not need to be too crowded. You don't have to worry about the milk powder being out of stock. Hainan's popularity can be Improve a lot.
However, the original Hainan tax exemption policy is not only limited, but more importantly, shopping is very inconvenient. For example, the duty-free shopping shop at the airport has long required customers to pick up the goods one day in advance, and the next day before boarding. Get the hand, which makes the shopper's pleasure discount, and adds extra cost to the airport. I don't know if it is still the case now. If it is still the case, hope is still canceled together, otherwise the favorable policy will continue to be discounted.
Affected by this news, five Hainan stocks, such as Panzhong Haiqi Group and Straits, were trading at daily limit. From the introduction of Hainan passenger duty-free shopping policy, it can be seen that the future national policy will pay more and more attention to promoting domestic demand and expanding domestic demand to resist the adverse effects of the external economy. I sincerely hope that the policy of duty-free shopping can be expanded to the whole country as soon as possible. In this way, there will be no hard-to-find situation after leaving the island after the holiday.
In fact, this policy is still a big plus for Hainan Airlines. This reputable company, today, was pushed to the dock because it was not paid for the contract of less than 30 million yuan! It can be seen that the company's current funds are indeed very tight. Today's news is undoubtedly a gift to the snow. The stock also rose 2.5% today and stood firm for more than 2 yuan.
It is a pity that the Hainan plate has few funds due to its poor overall performance. Among the top five stocks in the daily limit, only the top ten shareholders of the Haiqi Group have Tianzhi core growth and an active fund to enter the top ten. The major shareholder holds 1.5 million shares; there are only two index funds in Xindazhou, which shows that the fund is not too enthusiastic about the Hainan plate.
At present, among the total of 31 stocks in the province, there are 10 losses, and 12 of the stocks in the first three quarters of this year have declined year-on-year. In total, only 3 stocks have a P/E ratio of 20 times or less!
In addition, although China International Travel Service is not in Hainan, it is also a beneficiary of this policy. In contrast, the performance of China International Travel is still good. However, there is also no fund in this stock.
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