10月10日突破半年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002734 | 利民股 份 | 6.27 | 9.25 | 18.37 | 19.16 | 4.31 | | 600292 | 远达环 保 | 3.93 | 2.09 | 12.53 | 12.95 | 3.35 | | 920175 | 东方碳 素 | 8.17 | 9.60 | 12.82 | 13.24 | 3.28 | | 600774 | 汉商集 团 | 3.66 | 1.50 | 9.33 | 9.63 | 3.19 | | 300119 | 瑞普生 物 | 3.30 | 1.62 | 21.26 | 21.90 | 2.99 | | 600185 | 珠免集 团 | 3.69 | 1.66 | 6.01 | 6.19 | 2.94 | | 603630 | 拉芳家 化 | 3.47 | 1.4 ...

在免税业务之外，珠免集团在粤港澳大湾区的多元商业项目同样表现亮眼，成为假日经济的重要引擎。 10月9日，珠免集团(600185)在其官方公众号公布了今年国庆中秋长假期间重点项目的经营情况。据 悉，珠免集团三亚湾壹号、拱北口岸免税店等重点项目节日期间人气高涨，带动有税商业与免税零售同 步升温。 在珠免集团的基石业务口岸免税业务方面，长假期间展现出稳健而鲜活的运营力。据官方统计，截至10 月4日，拱北口岸进出境旅客总量突破157万人次，日均客流量达39万人次，较去年同期增长8.3%；10 月1日至5日，港珠澳大桥珠海口岸出入境客流量超50万人次，同比增长13.2%。 在跨境消费热度高企的背景下，珠免集团旗下各口岸免税店节前提前完成"备货—场务—安保"等全链条 部署，为国庆中秋长假平稳运营筑牢基础。 为迎接"双节"，珠免集团旗下拱北口岸进境免税店全面优化动线，焕新空间陈列，使品牌展示更集中、 购物节奏更流畅，截至10月6日，门店特色手信销售额同比增长超130%，赫莲娜等高端美妆品牌销售额 同比增长逾120%。 与此同时，珠免集团旗下港珠澳大桥免税店客流持续攀升，高端酒水等核心品类表现突出，销量较去年 同期增长近一倍 ...

中证报中证网讯（王珞）据珠免集团（600185）官微消息，10月1日，珠免集团（600185）旗下三亚湾 壹号文商旅综合体将正式投入运营。作为海南省连续4年重点项目，该项目总建筑面积约16.8万平方 米，商业经营面积12万平方米，定位为滨海商业综合体，旨在填补三亚核心区滨海商业空白，并依托自 贸港政策红利，提升资产价值。 双国资协同支撑项目运营稳定性 三亚湾壹号的核心竞争力，源于其强大的国资背景与战略协同属性。项目由珠免集团控股股东珠海投资 控股有限公司投资建设，珠免集团受托负责整体商业运营与管理。 珠免集团作为国内免税商业领域的头部企业，拥有四十余年免税零售经验，在品牌资源整合和高端消费 客群运营方面具备优势；其背后的华发集团作为大湾区综合商业运营的领军国企，在商业地产开发、资 产管理等领域拥有成熟体系。两大国企的协同为项目提供"免税基因+综合商业运营"双重支撑。 区位与政策优势凸显发展潜力 三亚湾壹号项目占据三亚湾核心资源禀赋，同时身处自贸港政策红利的核心辐射区，成为当前海南商业 市场中难得的"双稀缺"资产。根据公开信息，三亚湾壹号位于三亚中央商务区核心地段，毗邻椰梦长廊 景观带，拥有80米亲海距离与绝佳 ...

Core Viewpoint - The Sanya Bay No.1 Cultural and Commercial Tourism Complex, the first commercial benchmark project under Zhuhai Free Trade Group after its integration into Huafa Group, officially opens on October 1, marking a significant development in Hainan's commercial landscape and positioning itself as a key asset in the Hainan Free Trade Port's operational framework [1] Group 1: Long-term Growth Potential Supported by Dual State-owned Enterprises - The core competitiveness of Sanya Bay No.1 stems from its strong state-owned background and strategic collaboration, with Zhuhai Investment Holding Co., Ltd. as the main investor and Zhuhai Free Trade Group responsible for overall commercial operations [2] - Zhuhai Free Trade Group, a leading player in the domestic duty-free retail sector, has over 40 years of experience in brand resource integration and high-end consumer operations, while Huafa Group excels in commercial real estate development and asset management [2] - The collaboration between these two state-owned enterprises provides dual support of "duty-free genes + comprehensive commercial operations" for the project, enhancing its long-term growth prospects [2] Group 2: Strategic Location and Policy Opportunities - The uniqueness of Sanya Bay No.1 lies in its physical location and the irreplaceable policy opportunities, being situated in the core area of Sanya Bay and benefiting from the Free Trade Port's policy advantages [3] - The project is located near popular attractions and high-end facilities, attracting both high-end tourists and local high-net-worth individuals, thus enhancing its market appeal [3] - With the countdown to the full operation of Hainan Free Trade Port, the project is positioned as a primary beneficiary of the policy dividends, having attracted 168 brands, including 25 first stores in Hainan and 23 in Sanya, reflecting market recognition of its value [3] Group 3: Diversified Operations for Stable Profitability - The project's resilience and profitability are closely linked to its diversified and sustainable operational strategies, integrating first-store economy, cultural empowerment, night economy, and all-day operations [4] - Sanya Bay No.1 has introduced 168 brands, with 30% being first stores, creating a differentiated brand matrix that enhances customer flow and market share [4] - The long-term value of Sanya Bay No.1 is not only in its operational capabilities but also in its differentiated competitive advantages and potential for asset value reassessment, with plans for future duty-free operations [4]

本报讯 （记者王镜茹） 据悉，珠海珠免集团股份有限公司（以下简称"珠免集团"）纳入珠海华发集团有限公司（以下简称"华 发集团"）体系后首个商业标杆项目——三亚湾壹号文商旅综合体10月1日将正式开门迎客。 作为"连续4年海南省重点项目"，这座总建筑面积约16.8万平方米、商业经营面积达12万平方米的滨海 商业地标，不仅将填补三亚核心区滨海商业的空白，更将以"国资赋能+政策红利+稀缺区位+多元运 营"的组合优势，成为海南自贸港封关运作关键节点下兼具资产安全性与成长性的代表性项目。 三亚湾壹号的核心竞争力，源于其强大的国资背景与战略协同属性。项目由珠免集团控股股东珠海投资 控股有限公司投资建设，珠免集团受托负责整体商业运营与管理。整个项目在筹开过程中展现的执行力 与资源整合能力，凸显了国企在重大项目运营中的责任担当与稳定性优势。 珠免集团作为国内免税商业领域的头部企业，深耕免税零售四十余年，在品牌资源整合、高端消费客群 运营方面积累深厚；其背后的华发集团更是大湾区综合商业运营的领军国企，在商业地产开发、资产管 理、业态创新等领域拥有成熟体系。两大国企的深度协同，为三亚湾壹号提供"免税基因+综合商业运 营"的双重支撑 ...

珠海珠免集团股份有限公司 投资者关系活动记录表 编号：2025-001 | | 分析师会议 □特定对象调研 □ | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 □ □ | | | □ 新闻发布会 □ 路演活动 | | 活动类别 | □ 现场参观 | | | 其他 年广东辖区投资者集体接待日活动 ☑ 2025 | | 参与单位名称 | | | | 投资者网上提问 | | 及人员姓名 | | | 时间 | 年 月 日 (周五) 2025 9 19 15:30~17:00 | | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | 地点 | 采用网络远程的方式召开 2025 年广东辖区上市公司投资者网 | | | 上集体接待日活动 | | | 董事长、总裁 李向东 | | 上市公司接待 | 董事、副总裁、董事会秘书 黄一桓 | | 人员姓名 | 独立董事 路晓燕 | | | 财务负责人 高升业 | | | 公司就投资者在本次活动中提出的问题进行了回复： | | | 1、珠免集团现在还是格力集团吗 | | | 答：您好，2025 年 月，珠海市启动新一轮 ...

Core Viewpoint - The newly opened city duty-free shops are performing well in terms of customer traffic, but the overall duty-free industry is still under pressure [12]. Group 1: City Duty-Free Shops Performance - The city duty-free shops in Guangzhou and Shenzhen opened on August 26 and have seen good customer traffic since their opening, especially on weekends [3][4]. - Popular products include electronic items like headphones and tablets, as well as "Guochao" (national trend) products [3][8]. - The shops cater to travelers who are about to depart within 60 days and require valid entry documents and tickets [6]. Group 2: Industry Challenges - Despite the positive performance of new city duty-free shops, the overall duty-free industry faces challenges, including a decline in sales at other types of duty-free stores [12]. - For instance, from January to June 2025, the duty-free shopping amount in Hainan's offshore duty-free stores was 16.76 billion yuan, down 9.2% year-on-year, with a significant drop in the number of shoppers [12]. - Major companies like China Duty Free Group reported a revenue of approximately 28.2 billion yuan in the first half of 2025, a decrease of 9.96% year-on-year, while Wangfujing's duty-free business saw a revenue drop of 15.93% [12][14]. Group 3: Future Outlook - The industry is transitioning from a "price war" to "value service," aiming for high-quality development [14]. - The opening of the first city duty-free shop in Wuhan has provided valuable operational experience for companies in this sector [14]. - The overall market is expected to benefit from the recovery of cross-border tourism and improved consumer purchasing power [14].

Core Viewpoint - The company has successfully completed a major asset swap, acquiring 51% of Zhuhai Duty-Free Company and divesting 100% of five real estate subsidiaries outside Zhuhai, establishing a consumer-driven business model focused on the duty-free sector [1] Group 1: Financial Performance - In the first half of 2025, the company reported total revenue of 1.74 billion yuan, with a total profit of 112 million yuan, marking a turnaround from previous losses, and a net profit attributable to shareholders of -274 million yuan, a 50.54% reduction in losses compared to the same period last year [1] - The duty-free business has become the main revenue driver, generating 1.131 billion yuan in revenue and 391 million yuan in net profit, with a net cash flow from operating activities of 456 million yuan during the reporting period [1] Group 2: Business Expansion - As of the end of 2024, the company and its subsidiaries operate 9 duty-free stores, with recent openings increasing the total to 12, including locations at various key ports and airports [2] - The company has completed the major asset restructuring with Zhuhai Duty-Free, and the remaining 49% stake will be evaluated based on future strategic plans [2] Group 3: Corporate Governance and Strategy - The company's controlling shareholder, Huitou Company, has transferred its shares to Huafa Group, initiating a new phase of resource collaboration [3] - The company aims to leverage Huafa Group's strong industrial ecosystem to enhance its strategic operations and build an integrated "duty-free + commercial management + trade" ecosystem [3] - The Hongwan Center Fishing Port, managed by the company, covers approximately 720,000 square meters and is developing into a seafood trading center, although it has not yet achieved profitability [3]

Core Viewpoint - The company held an investor briefing on September 11, 2025, to discuss its half-year performance, financial status, and business development, engaging with investors through an online interactive format [1][2]. Group 1: Meeting Details - The investor briefing was conducted online from 15:00 to 16:00 on September 11, 2025 [6]. - Key participants included the Chairman and President, Mr. Li Xiangdong, along with other executives and independent directors [2]. Group 2: Investor Interaction - Investors were able to submit questions before and during the meeting through the online platform [3]. - The company expressed gratitude to investors for their ongoing support and encouraged communication through various channels [4]. Group 3: Key Questions and Responses - The company has completed a major asset restructuring, acquiring 51% of Zhuhai Duty-Free's shares, with future plans for the remaining 49% contingent on strategic development [7][9]. - Currently, the company does not possess the qualification for Hainan offshore duty-free operations, but the Sanya Bay No. 1 project is set to trial operations on October 1 [7][10]. - As of June 30, 2025, the company reported real estate inventory of approximately 7.8 billion [8]. - The company aims to optimize its operational strategy by leveraging resources from its major shareholder, Huafa Group, to enhance its financial resilience and sustainable development [8][11]. - The company has committed to an orderly exit from its real estate business over the next five years [9][11]. - The company reported a net profit of 391 million from its duty-free segment in the first half of 2025, with total revenue of 1.131 billion [11]. - The company is focused on improving its market value and has implemented measures to enhance shareholder value [12][17].

| 证券代码：600185 | 股票简称：珠免集团 | | 编号：临 2025-052 | | --- | --- | --- | --- | | 债券代码：250772 | 债券简称：23 | 格地 01 | | 珠海珠免集团股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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个别及连带责任。 珠海珠免集团股份有限公司（以下简称"公司"）已于 2025 年 9 月 11 日 15:00-16:00 在价值在线通过网络文字互动形式召开了公司 2025 年半年度业绩说 明会，现将本次投资者说明会召开情况公告如下： 一、说明会类型 本次投资者说明会以网络文字互动形式召开，公司就 2025 年半年度经营成 果、财务状况、业务发展等投资者普遍关注的事宜与投资者互动交流，在信息披 露允许的范围内进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 9 月 11 日（星期四）15:00-16:00 （二）会议召开地点：价值在线（www.ir-online.cn） 三、参加 ...