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4月13日,第五届中国国际消费品博览会(以下简称“消博会”)在海南自贸港盛大启幕,连续举办五届的消博会已成为亚太地区规模最大的消费精品展。

尽管全球贸易频现“逆风逆流”,这场“东方之约”却以更强磁力聚合世界,吸引全球展商:71个国家和地区、逾4100个消费品牌赴会,65家世界500强及行业龙头参展,规模创历史新高。

作为本届消博会的重要配套活动之一,中国银河证券于4月15日成功举办2025年国际消费与投资主题交流会。本次活动以“开放合作,共赢全球消费新时代”为主题,汇聚重磅行业专家和投资机构代表,共同探讨海南自贸港政策下的消费产业升级路径与全球化机遇。同时结合第五届消博会围绕数字消费、低空经济、健康消费等热点行业,为“金熠”客户搭建沟通交流、消费体验的平台。

海南省政府党组成员、省重大项目领导小组专职副组长刘平治,中国银河证券党委书记、董事长王晟出席活动并发表致辞。中国银河证券党委委员、副总裁罗黎明主持会议。

刘平治在致辞中表示,海南自贸港建设是习近平总书记亲自谋划、部署、推动的重大国家战略,目前已进入“成型起势”新阶段,并将于2025年底完成封关运作,为高水平开放提供强劲动力。当前,自贸港政策体系加速落地,以“零关税、低税率、简税制”及“五自由便利、一安全有序流动”为核心框架,四大主导产业成为经济增长主引擎。

面对国际经贸挑战,海南以消费与投资为突破方向:旅游业快速增长,高端购物、医疗、教育消费回流显著;投资领域吸引全球158个国家和地区参与建设,与38个境内外自贸港建立伙伴关系。

刘平治呼吁金融机构深化合作,助力企业融资及融入全球产业链,海南将借封关契机优化营商环境,强化“三度一色”(气候温度、海洋深度、地理纬度、绿色生态)优势,诚邀全球企业共享开放红利,共促高质量发展。

王晟在致辞中表示,在全球政经格局不断演变与国际环境日益复杂的当下,内需已成为中国经济增长的主动力和稳定锚。2025年政府工作报告将“大力提振消费、提高投资效益,全方位扩大国内需求”作为十大任务之首。在此背景下,本次交流主题将消费与投资相结合,充分把握新时代扩大内需的政策导向,聚焦海南自贸港政策红利与全球化消费投资趋势,具有深刻的时代意义和战略价值。

今年是海南自贸港封关运作、扩大开放之年。政府工作报告也提出要“加快推进海南自由贸易港核心政策落地”。在贸易格局重塑的过程中,自贸港的重要作用和前沿地位进一步凸显,并在为全球贸易体系提供中国方案、加速建设国际旅游消费中心、打造金融开放的新高地三个方面加速展现巨大的发展潜力。

中国银河证券始终践行“金融报国、客户至上”的经营理念,牢记金融服务实体经济的根本宗旨,近年来积极参与海南自贸港建设,在促进对外交流、股权投资、投资银行、研究服务等领域开展深度合作,成果丰硕。未来,中国银河证券将进一步发挥东南亚的网络布局和协同优势,成为中国与东盟资本市场互联互通的重要桥梁,为境内外投资者提供全方位的服务和支持,真正成为“双循环”新发展格局的推动者。

海南国际经济发展局作为本次活动的合办方,积极统筹政企资源对接,为全球投资者搭建高效沟通平台。

海南国际经济发展局总经济师曾蓉做海南自贸港政策宣介。曾蓉介绍道,海南自贸港以“零关税、低税率、更自由”为核心政策体系,打造国际化营商环境。企业可享所得税优惠、高端人才个税封顶等税收政策,跨境资金流动、人员往来、航权开放等制度创新提升要素流动效率。产业布局聚焦“4+3+3”体系,重点发展高新技术、现代服务业、数字经济、热带农业四大主导产业及种业、深海、航天三大未来产业,并升级高端消费市场。

海南定位“双总部基地”,联通国内与东南亚市场,吸引企业设立区域中心。海南国际经济发展局推出“企航自贸港”一站式服务平台,提供政策咨询、投资备案等全流程服务,助力企业高效落地。以制度创新和市场潜力,海南成为全球投资者共享开放红利的新高地。

中国银河证券首席经济学家、研究院院长章俊发表《中国经济底层逻辑变化推动消费崛起》主题演讲。章俊认为,中国经济正处于新旧动能切换期,全面扩大内需和提振消费成为2025年的首要任务,《提振消费专项行动方案》做出进一步全方位部署。当下美国的关税政策使全球化面临巨大挑战,中国消费崛起不仅是中国经济结构转型升级的需要,对全球经济平稳发展而言也有重大战略意义。中国凭借超大规模市场优势,预计将在2040年之前超越美国成为全球最大的消费市场,成为全球经济增长的稳定器。在中国消费崛起过程中,日益庞大的中国中产阶级群体是消费的主力军,推动madeinChina转向madeforChina。海南凭借区位、自然资源、政策、产业等方面优势,成为中国开放和链接世界的重要窗口和桥头堡,共赢全球消费新时代。

此次活动,中国银河证券还邀请旅游产业、轻工业产业、私募股权基金等领军企业,举办两场圆桌论坛,聚焦“海南自贸港投资新机遇”和“消费创新与投资新趋势”议题,全面交流消费市场趋势、投资热点与实践经验。

本届消博会举办期间,中国银河证券还精心组织高净值客户深度参与这一国际消费盛会,同步举办“银河金熠专场交流活动”。活动邀请消费、科技、金融等领域的企业家及高净值投资者,通过专场交流会、一对一咨询及跨界圆桌对话等形式,聚焦全球消费趋势与财富管理新机遇,为银河金熠客户及星耀企业家办公室客户提供高端资源对接与定制化金融服务。 

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