The Hainan sector welcomes favorable policies; institutions predict a positive outlook for the net profit of Hainan local stocks for the entire year of 2025

On October 17, the Ministry of Finance, the General Administration of Customs, and the State Taxation Administration jointly issued a notice to adjust the duty-free shopping policy for travelers from Hainan's outlying islands, which will take effect on November 1. According to statistics from Securities Times·Data Treasure, since the second half of the year, there have been 10 local Hainan stocks with a net buying amount of over 50 million yuan in financing funds, with Hainan Strait Holdings, Intercontinental Oil & Gas, and Zhongtung High-tech ranking in the top three, corresponding to amounts of 304 million yuan, 294 million yuan, and 235 million yuan, respectively; Guangsheng Nonferrous, Haima Automobile, Hainan Airlines Holding, and Hainan Airport also had net buying amounts exceeding 100 million yuan. According to consensus forecasts from institutions, there are a total of 9 local Hainan stocks expected to show improved net profits for the full year of 2025. Among them, HAINAN RUBBER GROUP, Hainan Airport, Jinpan Technology, and Hainan Strait Holdings have the highest net profit growth rates, at 96.83%, 46.13%, 33.45%, and 24.18%, respectively; Hainan Airlines Holding and Guangsheng Nonferrous are expected to turn losses into profits for the full year