The closure of the Hainan Free Trade Port is imminent. Which targets might benefit from policy dividends? Here are 10 directions organized.

The duty-free line is the most straightforward. China Duty Free Group (601888) goes without saying, its leading position is clear; Haikou Shipping Group (603069) engages in passenger transport while also doing duty-free support, leveraging the synergy; Strait Holdings (002320) controls the transportation artery of the Qiongzhou Strait, all people and goods must pass through it; Caesar Travel Group (000796) focuses on both tourism and duty-free, and will be the first to benefit when international passenger flow increases.

Logistics infrastructure is also a key focus. Hainan Port and Shipping (601869), positioned as a regional hub, sees its cargo flow growth directly reflected in its performance.

There are two noteworthy areas in the new energy sector. Haima Automobile (000572) is betting on hydrogen energy, with zero tariff policies and the Southeast Asian market, which has considerable potential; Jinpan Technology (688676) focuses on new energy equipment, with strong support for clean energy in the free trade port.

In the resource stocks, Hainan Mining (601969) has a dual drive of lithium mines and oil and gas, and is currently in a period of capacity release.

In addition, Hainan Haiyao (000566) focuses on dual growth in innovative drugs and medical beauty, while Luoniushan (000735) is a leader in agriculture and animal husbandry, balancing pig production with cold chain logistics.

The above is for reference only and does not constitute any operational advice.