Market Explosion Triggered by News
● Core Event: The "Encouragement of Foreign Investment Industry Catalog (2025 Edition)" jointly released by the National Development and Reform Commission and the Ministry of Commerce will take effect on February 1, 2026, clarifying that foreign-funded enterprises can import self-use equipment exempt from tariffs within the total investment amount (excluding products specified by the state as non-exempt).
● Capital Trends: The policy is accompanied by a requirement that the minimum price for land transfer of industrial projects using concentrated land must not be lower than 70% of the national minimum price standard for industrial land in the same category. This forms a "tax exemption + land use" dual preferential combination.
● Emotional Amplification: Community FOMO sentiment has significantly intensified, particularly focusing on the policy's stimulating effect on foreign investment in the central and western regions and Hainan.
In-Depth Logic Decoding
● Balance of Attack and Defense: This policy stands in stark contrast to the Ministry of Commerce's simultaneous anti-dumping measures against EU dairy products and the US-Korea-EU tri-blend ethylene-propylene rubber, showcasing China's dual strategy of "positive incentives + defensive protection" in tariff tools.
● Industry Focus: The existence of tax exemption exceptions suggests that the policy is precisely aimed at advanced manufacturing and high-tech fields, consistent with the refined regulatory approach during the intensive tariff policy period of 2024-2025.
Bull-Bear Game Arena
● Optimists: Believe that the combination of a 30%+ reduction in land costs and equipment tax exemptions will significantly enhance foreign investment ROI, particularly benefiting capital-intensive industries such as semiconductors and new energy.
● Cautious: Question whether the list of exempt products may weaken the actual preferential strength, and note that land use incentives have limited applicability for small and medium-sized foreign enterprises.
Future Market Predictions
● Key Observation Points: Close attention should be paid to the actual foreign investment inflow data for Q1 2026 and the details of the exempt product list; the industrial support capacity of central and western provinces will determine the efficiency of policy benefit conversion.
● Risk Warning: If the global supply chain restructuring accelerates, the synergy between the tax exemption policy and anti-dumping measures will face greater challenges.
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