Core Insights - The duty-free shopping experience in Hainan has become a new tradition during the Spring Festival, attracting both tourists and local residents [1][4] - The introduction of new stores and promotional activities has significantly boosted consumer engagement and sales during the holiday season [1][2] Group 1: Sales Performance - During the Spring Festival, Hainan's duty-free stores experienced a surge in sales, with total revenue exceeding 90 million yuan from February 14 to 21, marking a nearly 37% year-on-year increase [3] - The number of visitors to duty-free stores reached over 280,000 during the same period, representing a 72% increase compared to the previous year [3] - In Sanya, duty-free sales exceeded 200 million yuan daily from February 17 to 21, with a record high of 242 million yuan on February 21, reflecting a 214.5% year-on-year growth [3] Group 2: Consumer Trends - Local residents are increasingly participating in duty-free shopping, with many choosing to purchase holiday goods from these stores, indicating a shift in consumer behavior [4][5] - The implementation of a "zero tariff" policy for imported goods has made duty-free shopping more appealing to local consumers, with sales reaching 2.768 million yuan in the first week of the policy [4] - The variety of products available, including food, beverages, and personal care items, has attracted a diverse customer base, enhancing the shopping experience [4] Group 3: Marketing and Promotions - Duty-free stores have launched various promotional activities, including exclusive discounts and events, to attract customers during the holiday season [2][3] - The integration of cultural and sporting events with duty-free shopping has created new consumer engagement opportunities, further driving sales [1][5] - The introduction of the "Island Resident Duty-Free Shopping Plan" aims to activate local consumption and extend the benefits of duty-free shopping to residents [5]

（图片来源：摄图网） 据海口海关统计，春节假期前4天，海南离岛免税购物金额达10.3亿元，免税购物人数13.7万人次，比去年春 节假期前4天分别增长20.9%和25.7%。 此前根据三亚市商务局消息，去年12月18日海南自贸港正式启动全岛封关后，12月18日至22日全市免税店销 售额累计5.35亿元，同比增长50.3%，连续5天单日销售额均突破亿元大关。 除了直接的消费收益以外，海南自贸港建设的外溢效应更早就已显现。 目前，我国共有10家公司获得免税牌照，分别为：中国中免、海南免税、中免日上、深圳免税、珠海免税、 中出服免税、中侨免税、王府井、海旅免税和全球消费精品。从省市的区域分布来看，海南和北京各有3 家、广东有2家、上海和吉林各有1家。 展望未来，随着政策体系持续完善、商品品类不断丰富、服务体验全面升级，海南免税行业将持续释放增长 潜力，稳步建成国际旅游消费中心，为中国免税经济高质量发展注入持久动能。 前瞻经济学人APP资讯组 根据弗若斯特沙利文披露的数据，2018-2022年，离岛免税占中国免税市场的比重实现快速上升，从26.51% 增长到95.29%。2020年离岛免税规模大幅上升是因为海南自贸岛建 ...

2月22日电，据证券时报·数据宝统计，2026年以来（截至2月13日），63家机构合计进行了1827次评级，共计932只个股获券商研报给予"买入型"评级（包括 买入、增持、强烈推荐、推荐）。 从行业上看，机构评级个股主要分布于电子、机械设备、电力设备行业，上榜个股数量依次为121只、92只、84只；汽车、医药生物、基础化工、计算机等 紧随其后，获评级个股数量均在50只以上。 具体到个股来看，评级机构数量在5家及以上的个股有67只，东鹏饮料、比亚迪、万辰集团、贵州茅台、中国中免居前，依次有16家、15家、14家、14家、 14家。 从评级调整情况来看，26股评级获得机构上调：汽车板块的潍柴动力、赛力斯、江淮汽车、林泰新材，食品饮料板块的万辰集团、新乳业、泉阳泉，电子板 块的佰维存储、全志科技、星宸科技、中微半导等均上榜。 （文章来源：人民财讯） | 代码 | 简称 | | 评级机构 2025年净利润 | 2025年净利润 | 公告日期 | 公告类型 | | --- | --- | --- | --- | --- | --- | --- | | | | 家数 | (亿元) | 同比(%) | | | | 6054 ...

Core Viewpoint - The report highlights the increasing institutional interest in various sectors, particularly in electronics and automotive, with a significant number of stocks receiving "buy" ratings from analysts. Group 1: Institutional Ratings - A total of 63 institutions conducted 1,827 ratings since 2026, with 932 stocks receiving "buy" ratings, including buy, accumulate, strong recommendation, and recommendation [1][12]. - The electronics sector has the highest number of rated stocks, followed by machinery, power equipment, automotive, pharmaceuticals, basic chemicals, and computers, with each having over 50 rated stocks [2][13]. Group 2: Electronics Sector Performance - The electronics index has risen by 8.41% this year, significantly outperforming the Shanghai Composite Index, with the semiconductor index showing the highest increase of 13.93% [4][14]. - Key semiconductor companies like Baiwei Storage, Zhaoyi Innovation, SMIC, and Jiangfeng Electronics have received ratings from five or more institutions, indicating strong market interest [4][14]. Group 3: Notable Stocks - 67 stocks have received attention from five or more rating agencies, with Dongpeng Beverage, BYD, Wancheng Group, Kweichow Moutai, and China Duty Free leading the list [5][15]. - Dongpeng Beverage is projected to achieve revenue of 20.76 billion to 21.12 billion yuan in 2025, with a year-on-year growth of 31.07% to 33.34%, and a net profit of 4.34 billion to 4.59 billion yuan, reflecting a growth of 30.46% to 37.97% [5][15]. - BYD's sales in January were 210,100 units, a year-on-year decrease of 30.11%, attributed to inventory reduction and a transitional policy period [5][15]. Group 4: Future Growth Prospects - Baiwei Storage is expected to achieve revenue of 10 billion to 12 billion yuan in 2025, with a year-on-year growth of 49.36% to 79.23%, and a net profit of 850 million to 1 billion yuan, reflecting a growth of 427.19% to 520.22% [10][19]. - The company is focusing on AI storage solutions and has strong competitive advantages through self-developed chips and advanced packaging capabilities [11][19].

为衔接春节消费旺季，免税城于2月15日起推出"财神驾到"主题文化活动。五路财神将驻守免税城主入口及核心景观区"天际秘林"，市民游客可通过互动打 卡赢取定制"元宝"，参与聚宝盆、爆金站、上上签、招财筒等趣味项目，兑换香化产品、现金红包等礼品。每日还将举行三场财神巡游，随机派送惊喜礼 遇。大年初一起，天际秘林27米巨屏将随机投放万元现金红包雨。 近日，海南自贸港封关运作后的首个春节，cdf海口国际免税城完成一轮业态扩容。海口市中免日用消费品免税店正式开业，17家品牌新店同步亮相，涵盖 周六福全国免税首店、周大生×国家宝藏海南免税首店、Chiikawa水族馆主题海南首店及春光全国首家旗舰店等。首店集聚效应成为吸引客流、激发消费活 力的重要驱动力。 在促销让利方面，免税城全品类推出满额立减、多倍积分、超值组合包等优惠措施。海口市秀英区同步发放消费券，免税消费最高可立减4000元；新开业的 海口市中免日用消费品免税店亦发放专属消费券，设三档面额，即领即用。 cdf海口国际免税城有关负责人表示，通过首店引入与节庆文化IP的深度融合，正以场景创新重构人、货、场关系，打造兼具购物体验与在地文化特色的新 春消费目的地。 （中国 ...

Core Viewpoint - The opening of the new duty-free store by China Duty Free Group at Beijing Capital International Airport marks a significant upgrade in the duty-free shopping experience, enhancing the commercial services and consumer experience at this international aviation hub [1][11]. Group 1: Store Features - The new duty-free store spans 10,000 square meters and is organized into multiple themed areas, featuring a wide range of products including cosmetics, luxury goods, beverages, and food [4]. - The store design emphasizes a bright and spacious environment, creating an immersive global shopping atmosphere with well-organized product displays and warm lighting [4]. Group 2: Customer Experience - Travelers have shown enthusiasm for the store, with reports of significant discounts, such as 40% off on popular skincare products, enhancing the appeal of shopping at the new location [8][11]. - Special promotional activities, including limited-time discounts on best-selling items, are being offered during the peak travel season, further attracting customers [11]. Group 3: Brand Partnerships and Future Plans - China Duty Free Group has established long-term partnerships with approximately 1,600 renowned global brands, ensuring a rich resource of products and stable supply capabilities [15]. - The company plans to collaborate with brands to launch exclusive and limited-edition products, catering to diverse consumer needs and enhancing the shopping experience [15]. Group 4: Regional Economic Impact - The opening of the duty-free store is seen as a reflection of the enhanced commercial consumption capabilities in the Shunyi District, contributing to Beijing's development as an international consumption center [15].

Core Viewpoint - The opening of the duty-free store by China Duty Free Group at Beijing Capital International Airport marks a new phase in the development of duty-free commerce in the region, enhancing the shopping experience for travelers and showcasing the airport's commercial value as a major hub in the Asia-Pacific region [1][4]. Group 1: Opening Ceremony and Significance - The duty-free store officially opened on February 11, 2026, with a ceremony attended by key executives from China Tourism Group and Capital Airport Group, symbolizing a significant milestone in the airport's duty-free commercial landscape [1]. - The event featured traditional elements such as lion dancing, highlighting the cultural significance of the occasion [1]. Group 2: Product Offering and Experience Enhancement - China Duty Free Group will leverage its global supply chain and partnerships with approximately 1,600 international brands to provide a diverse product range, stable high-end supply, and competitive pricing at the airport [7]. - The store will feature a variety of popular brands in categories such as cosmetics and beverages, including Estee Lauder, La Mer, and Macallan, with nearly a thousand best-selling products available to meet travelers' diverse and high-quality consumption needs [7]. Group 3: Promotional Activities - To celebrate the opening, China Duty Free Group launched a promotional campaign offering discounts on fragrance products starting at 60% off and on food and beverages at 85% off until March 29 [11]. - Registered members during the promotional period can earn double points, with a maximum of 400 points available per person per day [11]. Group 4: Future Plans and Vision - The company aims to continuously optimize product structure and enhance service quality to provide a more convenient and high-quality shopping experience for both domestic and international travelers [13]. - With the increase in international flights, the company plans to use the airport as a key hub to upgrade the duty-free shopping experience, contributing to the development of Beijing as an international exchange center [15].

Core Viewpoint - The opening of the duty-free store at Beijing Capital International Airport's Terminal 3 marks a significant milestone in enhancing the airport's commercial offerings and aligns with national strategies to boost consumption and establish Beijing as an international consumption center [6]. Group 1: Opening Ceremony - The duty-free store at Terminal 3 officially opened on February 13, 2026, with key figures from the Capital Airport Group and China Tourism Group in attendance [1]. - The ceremony included a speech by Wang Yangguang, Chairman and General Manager of China Duty Free Group (CDFG) [1]. Group 2: Store Features and Promotions - The upgraded duty-free store aims to provide a richer product matrix, stable high-end supply, and competitive pricing through innovative store design and digital member services [2]. - During the opening period coinciding with the Spring Festival travel rush, CDFG launched a promotional campaign offering discounts on various products, including fragrance items at up to 60% off and food and beverages at up to 15% off for registered members [2]. Group 3: Strategic Importance - The new duty-free stores at Terminals 2 and 3 cover approximately 14,200 square meters of core commercial space, representing a new phase in the airport's duty-free business [6]. - This initiative is part of a broader effort to respond to national consumption strategies and enhance Beijing's role as a hub for international commerce and exchanges [6].

Core Viewpoint - China Duty Free Group (中国中免) shares rose nearly 3%, with a current price of 102 HKD and a trading volume of 247 million HKD, driven by the new duty-free policy and demand for the Spring Festival [1] Group 1: Market Performance - The report from Huajin Securities indicates that in January 2026, the total monitored duty-free shopping amount by Haikou Customs reached 4.53 billion CNY, a year-on-year increase of 44.8% [1] - The number of shoppers reached 560,000, reflecting a year-on-year increase of 21.0%, while the number of items purchased was 3.367 million, up 14.0% year-on-year [1] - The increase in both per capita spending and average item price indicates strong demand for high-end and packaged products during the Spring Festival, effectively offsetting reliance on mere customer flow growth [1] Group 2: Seasonal Trends - During the first week of the Spring Festival travel rush (February 2-8), the monitored duty-free shopping amount was approximately 1.106 billion CNY, a week-on-week increase of 6.3% [1] - The number of duty-free shoppers was 191,900, showing a week-on-week increase of 26% [1] - The dual flow of "returning home" and "traveling" has resulted in strong consumption momentum, with expectations for continued release of consumption potential as the Spring Festival Golden Week begins on February 17 [1] Group 3: Strategic Developments - China Duty Free Group's Haikou International Duty-Free City has won the qualification to operate duty-free retail in the Haikou West Coast consumer goods market [1] - The company plans to attract customer traffic during the Spring Festival through the integration of "duty-free + cultural tourism" activities [1]

智通财经APP获悉，中国中免(01880)涨近3%，截至发稿，涨2.31%，报102港元，成交额2.47亿港元。 消息面上，华金证券研报指出，受益于离岛免税新政效应叠加春节备货需求，2026年1月海口海关共监 管离岛免税购物金额45.3亿元(同比+44.8%)，购物人数56.0万人次(同比+21.0%)，购物件数336.7万件(同 比+14.0%)。该行认为，人均消费与件均价的双升，反映出在春节送场礼景及下备，货高客单价的精品 与套装类商品需求旺盛，有效对冲了单纯依靠客流增长的依赖。 该行续指，春运首周(2月2日—2月8日)，海口海关共监管离岛免税购物金额约11.06亿元(环比+6.3%);免 税购物人数19.19万人次(环比+26%)。在"返乡"与"出游"双向客流叠加下，离岛免税消费动能强劲，预 计随着2月17日春节黄金周开启，消费潜力有望持续释放。中国中免旗下海口国际免税城中标海口西海 岸商圈日用消费品免税经营主体资格，并在春节期间持续通过"免税+文旅"融合活动吸引客流。 ...