（二）中标标段：标段二：上海浦东国际机场（T2 航站楼及 S2 卫星厅国际区 域场地）的进出境免税店；标段三：上海虹桥国际机场（T1 航站楼国际区域场地） 的进出境免税店 （三）中标人：中国免税品（集团）有限责任公司 （四）收费标准：月实收费用=月固定费用+Σ（各品类月销售额×各品类提 成比例） （五）中标金额：标段二：月固定费用（单价）¥ 3,090 元/㎡/月，各品类提成 比例8%-24%；标段三：月固定费用（单价）¥ 2,827元/㎡/月，各品类提成比例8%-22% 证券代码：601888 证券简称：中国中免 公告编号：临2025-038 中国旅游集团中免股份有限公司 关于全资子公司项目中标并签署合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 近日，中国旅游集团中免股份有限公司（以下简称 "公司"）收到上海国际 机场股份有限公司（以下简称"上海机场"）发来的《中标通知书》，确认公司 全资子公司中国免税品（集团）有限责任公司（以下简称"中免集团"）为上海 浦东国际机场和上海虹桥国际机场相关免税店项目的中标人，并 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月17日旅游零售板块较上一交易日下跌0.47%，中国中免领跌。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。旅游零售板块个股涨跌见下表： 从资金流向上来看，当日旅游零售板块主力资金净流出3.41亿元，游资资金净流入1.15亿元，散户资金 净流入2.26亿元。旅游零售板块个股资金流向见下表： ...

Group 1 - The tourism retail sector increased by 0.28% compared to the previous trading day, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3867.92, down 0.55%, while the Shenzhen Component Index closed at 13112.09, down 1.1% [1] - A detailed table of individual stock performance in the tourism retail sector is provided [1] Group 2 - In terms of capital flow, the tourism retail sector experienced a net outflow of 26.01 million yuan from main funds, and a net outflow of 19.51 million yuan from speculative funds, while retail investors saw a net inflow of 45.52 million yuan [2] - A detailed table of capital flow for individual stocks in the tourism retail sector is included [2]

Group 1 - The tourism retail sector experienced a decline of 0.35% on December 12, with China Duty Free Group leading the drop [1] - The Shanghai Composite Index closed at 3889.35, up 0.41%, while the Shenzhen Component Index closed at 13258.33, up 0.84% [1] - A detailed table of individual stock performance within the tourism retail sector is provided [1] Group 2 - The tourism retail sector saw a net outflow of 215 million yuan from main funds, while speculative funds had a net inflow of 27.59 million yuan, and retail investors contributed a net inflow of 188 million yuan [2] - A detailed table of fund flow for individual stocks in the tourism retail sector is included [2]

Group 1 - The core viewpoint of the article is that Shanghai Airport has announced a tender for duty-free shops at both Pudong and Hongqiao International Airports, with the bid submission deadline set for this Tuesday (9th) [1] - Companies participating in the bidding include China Duty Free Group, Wangfujing, and a subsidiary of Avolta Group [1] - CICC maintains its profit forecast for China Duty Free Group and keeps its "outperform" rating unchanged, while raising the target price to HKD 86, indicating confidence in the company's competitiveness [1]

Group 1 - The tourism retail sector increased by 3.23% compared to the previous trading day, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] - A table detailing the individual stock performance within the tourism retail sector was provided [1] Group 2 - The net inflow of main funds into the tourism retail sector was 147 million yuan, while speculative funds saw a net outflow of 35.22 million yuan, and retail investors experienced a net outflow of 112 million yuan [2] - A table showing the fund flow for individual stocks in the tourism retail sector was included [2]

Group 1 - The global macroeconomic environment has gradually improved since 2025, leading to a steady upward trend in the A-share market, with major indices like the CSI 300 and ChiNext Index rising over 20% [2] - The technology, consumer, and new energy sectors have been the main drivers of this market rally, with daily trading volume increasing by approximately 15% compared to the same period last year [2] - Equity funds have benefited from asset value growth and optimized investment strategies, with average returns for equity mixed funds exceeding 25% this year, and some thematic funds, such as those focused on artificial intelligence and high-end manufacturing, seeing gains over 40% [2] Group 2 - The Dachen Yuexiang Life Mixed A fund, managed by Qi Weizhong, has underperformed despite the bullish market, with a return of -12.18% since its inception on December 10, 2021 [5] - The fund's heavy allocation to traditional consumer sectors like liquor and duty-free has not performed well, as these sectors face demand ceilings, while emerging consumption areas have not been adequately represented in the portfolio [5] - The fund's performance has been negatively impacted by the weakening competitive edge of some leading companies in its holdings, while new consumer brands have rapidly gained market share [5] Group 3 - The Dachen Consumption Selected Stock A fund has also struggled, with a return of -18.82% since its inception on May 24, 2021, and a year-to-date return of 16.55% [18] - The fund has seen a consistent decline in its asset size, with net assets decreasing to 2.69 billion yuan by September 30, 2025, due to ongoing redemptions [30] - The fund's investment strategy has been criticized for not adapting to the significant changes in the consumer industry, necessitating a reassessment of its thematic focus and investment approach [5][30]

Core Viewpoint - China National Pharmaceutical Group (01880.HK) experienced a significant increase in stock price, rising over 4% at one point and closing with a gain of 2.56% at HKD 74.05, with a trading volume of HKD 272 million [2] Summary by Category - **Stock Performance** - The stock price of China National Pharmaceutical Group rose by more than 4% during the afternoon session [2] - The closing price was HKD 74.05, reflecting a gain of 2.56% [2] - The total trading volume reached HKD 272 million [2]

Group 1 - The core viewpoint is that China Duty Free Group (中国中免) is expected to be a strong contender in the upcoming bidding for duty-free stores at Shanghai Pudong and Hongqiao International Airports, which could enhance its net profit if it bids with 100% ownership [1] - China Duty Free Group has a strong track record in previous airport bids, having won contracts at Beijing Capital Airport and Daxing Airport due to high technical scores, despite not being the top financial bidder [1] - The company is expected to maintain a collaborative relationship with brand partners and airports, which will continue to drive growth in the offshore duty-free segment, especially with new policies potentially increasing market opportunities [1] Group 2 - Morgan Stanley anticipates the results of the duty-free store bids at Shanghai and Beijing airports to be announced soon, with China Duty Free Group currently holding a 51% stake in the operating company Sunrise [2] - Several scenarios have been outlined by Morgan Stanley, with the base case predicting that China Duty Free Group will secure one contract at each airport, leading to stable stock performance [2] - If China Duty Free Group secures contracts at both airports and utilizes its wholly-owned licenses, the stock could rise by 5% to 10%, while simultaneous wins for Sunrise at both airports could result in a stock decline of 5% to 10% [2]

Group 1 - The core viewpoint of the articles highlights the potential for China Duty Free Group (中国中免) to win bids for duty-free stores at Shanghai and Beijing airports, which could significantly enhance its profitability and market position [1][2] - China Duty Free Group's stock price has shown a positive trend, with a 4% increase in the afternoon session, reflecting investor optimism regarding the upcoming bidding results [1] - The company is expected to leverage its strong supply chain, operational capabilities, and talent to secure contracts, similar to its past successes at major airports [1] Group 2 - Morgan Stanley outlines various scenarios regarding the bidding outcomes, with a baseline expectation that China Duty Free Group will secure contracts at both airports, potentially stabilizing its stock price [2] - If the company utilizes its wholly-owned duty-free licenses effectively, it could see a stock price increase of 5% to 10% [2] - Conversely, if Sunrise, the company operating the current duty-free stores, wins contracts at both airports, there could be a potential decline in China Duty Free Group's stock price by 5% to 10% [2]