Group 1 - The core viewpoint of the news is that China Duty Free Group's e-commerce platform, China Duty Free Day App, has integrated JD Pay and White Bar to offer consumers more flexible payment options, enhancing the shopping experience [1][3] - From now until September 8, users can enjoy a limited-time discount of 80 yuan on orders over 4000 yuan when using JD Pay or White Bar, lowering the threshold for high-quality consumption [1][3] - The integration of JD Pay marks a significant upgrade in digital infrastructure for the China Duty Free Day App, aiming to meet user demands for payment efficiency and discounts [3][4] Group 2 - The duty-free industry is benefiting from dual incentives of policy support and consumer demand, driven by major national strategies such as the construction of the Hainan Free Trade Port and the Guangdong-Hong Kong-Macao Greater Bay Area [3] - China Duty Free Day has established a strategic product matrix covering four major categories: beauty and luxury goods, health technology, premium food, and smart digital products, serving over 30 million quality users annually [3][4] - JD Pay has proven its stability and security through large-scale events like JD 618 and 11.11, and it serves over 600 million users, indicating its strong position in the payment services market [4] Group 3 - JD Pay supports various payment methods, including online and offline payments, and has achieved full-scenario coverage across key sectors such as dining, e-commerce, travel, and local services [4] - The collaboration between China Duty Free Day App and JD Pay not only enhances user payment experiences but also provides a new reference for the digital upgrade of the duty-free industry [4] - In 2024, JD Pay is expected to serve over 4 million merchants, helping clients save over 1 billion yuan in marketing and payment fees through its strong supply chain and user operation capabilities [4]

Core Viewpoint - The company is actively expanding into new business formats such as duty-free stores to drive high-quality development and enhance consumer experience [1] Group 1: Business Expansion - The company is focusing on optimizing product categories by introducing more international brands and developing its own products [1] - The company is incorporating traditional Lingnan crafts, geographical indication products, and anime IP toys into its offerings [1] - A new city duty-free store in collaboration with China Duty Free Group will open on August 26, marking it as the first city duty-free store in Guangzhou [1] Group 2: Digital Transformation - The company is enhancing its digital infrastructure to improve shopping convenience and service quality [1] - The new duty-free store will feature a business model that combines "duty-free + taxable," "imported + domestic," and "offline + online" strategies [1] Group 3: Market Impact - The opening of the duty-free store is expected to upgrade the consumption landscape in Guangzhou [1]

从资金流向上来看，当日旅游零售板块主力资金净流出1.76亿元，游资资金净流入5640.51万元，散户资 金净流入1.2亿元。旅游零售板块个股资金流向见下表： 证券之星消息，8月14日旅游零售板块较上一交易日下跌1.83%，中国中免领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。旅游零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 601888 | 中国中免 | 64.43 | -1.83% | | 21.82万 | | 14.22 乙 | 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。 ...

从指数持仓来看，上证可选消费行业指数十大权重分别为：赛力斯（9.15%）、海尔智家（8.32%）、 福耀玻璃（7.79%）、上汽集团（7.24%）、中国中免（5.57%）、拓普集团（3.62%）、四川长虹 （3.23%）、石头科技（3.23%）、九号公司（3.08%）、赛轮轮胎（3.03%）。 从上证可选消费行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 金融界8月14日消息，上证指数高开低走，上证可选消费行业指数 (上证可选，000035)下跌1.12%，报 2788.43点，成交额269.69亿元。 数据统计显示，上证可选消费行业指数近一个月上涨3.98%，近三个月上涨1.99%，年至今下跌1.28%。 据了解，上证行业指数系列将沪市的全部样本按照行业分类标准划分为能源、原材料、工业等一级行 业，并选择各个行业对应的上市公司证券编制相应的行业指数，以反映上证行业指数在二级市场的整体 表现。该指数以2003年12月31日为基日，以1000.0点为基点。 从上证可选消费行业指数持仓样本的行业来看，可选消费占比100.00%。 ...

Group 1 - The A-share duty-free store concept has shown strong performance, with notable stock increases for companies such as Wushang Group (up 7.19%) and Huayang Lianzhong (up 2.46%) [1] - The duty-free industry is benefiting from multiple favorable policies, including the implementation of personal consumption loan interest subsidies by the central government [1] - The Ministry of Finance announced that this is the first time the central government has provided interest subsidies for personal consumption loans, aimed at reducing consumer credit costs and stimulating consumption [1] Group 2 - The first city duty-free store in Shenzhen is set to open at the end of August, featuring a 3,000 square meter area and a business model that combines duty-free and taxable goods [2] - The Guangzhou city duty-free store will also open soon, showcasing a mix of international brands and local specialties, which is expected to drive growth in the duty-free sector [2] - The opening of these city duty-free stores is anticipated to create new growth points for the duty-free industry and enhance the prosperity of urban commercial districts [2]

截至2025年8月13日收盘，中国中免股价报65.63元，较前一交易日下跌0.02元，跌幅0.03%。当日成交 额达16.17亿元，成交量244828手，振幅1.98%。该股开盘报66.15元，最高触及66.80元，最低下探65.50 元。 消息面上，广州首家市内免税店将于8月26日开业。该店由中免集团联合多家企业共同打造，采用"免税 +有税"、"进口+国产"、"线下+线上"的经营模式，将提供涵盖美妆护肤、腕表首饰、高端酒水等多元化 商品。开业期间将推出多项消费体验活动。 资金流向方面，8月13日中国中免主力资金净流出11233.44万元，近五日主力资金累计净流出1095.84万 元。 风险提示：市场有风险，投资需谨慎。 中国中免属于旅游酒店板块，是国内领先的免税运营商，主要从事免税商品销售业务。公司在全国多个 重要口岸和城市运营免税店，涵盖机场、口岸、市内等多个渠道。 ...

8月12日，中免集团旗下三亚国际免税城迎来Care Bears（爱心小熊）主题咖啡店中国内地首店开业，同IP海南首家主题快 闪店同步掀起一波暑期亲子消费热潮。 这一"IP+文旅"新场景，以治愈系设计、本土文化融合及沉浸式体验，为游客带来兼具趣味与潮玩体验的打卡新地标。 （Care Bears主题咖啡店开业当天客流） 免税城前广场的彩虹阶梯与巨型爱心小熊装置成为"热门打卡点"，绚烂的色彩与夏日阳光呼应品牌"多彩过夏日"的主题， 吸引大批游客驻足拍照打卡。当天三场Care Bears人偶见面会更添互动趣味，经典小熊人偶惊喜亮相并与游客近距离互动， 萌态造型瞬间点燃现场气氛。 Care Bears主题咖啡店位于cdf三亚国际免税城C区二层，以"治愈系空间"为核心设计理念，整体装修风格延续了品牌标志性 的彩色风格与柔和线条，店内墙面装饰经典小熊插画，展陈小熊玩偶，并将IP元素深度融入饮品和甜品设计。 "我们希望为家庭客群打造一个既能放松身心又能传递快乐的治愈空间。"免税城相关负责人表示。Care Bears欢乐童趣空间 也在免税城三层VIP LOUNGE限时开放，现场配备休闲互动桌游与DIY手作环节，更丰富亲子到店的 ...

中國‧北京 2025年8月13日 China Tourism Group Duty Free Corporation Limited 中國旅遊集團中免股份有限公司 （一家於中華人民共和國註冊成立的股份有限公司） （股份代號：1880） 董事會會議召開日期 中國旅遊集團中免股份有限公司（「本公司」）董事會（「董事會」）宣佈，將於2025 年8月26日（星期二）舉行董事會會議，藉以（其中包括）審議及批准本公司及其附 屬公司截至2025年6月30日止六個月的中期業績及其刊發，及其他議題。 承董事會命 中國旅遊集團中免股份有限公司 董事會主席 范雲軍先生 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 於本公告日期，董事會成員包括非執行董事范雲軍先生及劉昆女士，執行董事常 築軍先生、王月浩先生及王軒先生及獨立非執行董事葛明先生、王瑛女士及王強 先生。 ...

截至8月13日收盘，自由贸易港概念下跌0.48%，位居概念板块跌幅榜前列，板块内，交运股份、中远 海科、上海建科等跌幅居前，股价上涨的有6只，涨幅居前的有密尔克卫、嘉诚国际、海南华铁等，分 别上涨2.45%、1.35%、1.26%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.58 | 中韩自贸区 | -0.98 | | 液冷服务器 | 3.24 | 数字水印 | -0.58 | | PEEK材料 | 2.84 | 自由贸易港 | -0.48 | | 共封装光学(CPO) | 2.83 | 煤化工概念 | -0.45 | | PET铜箔 | 2.72 | 养鸡 | -0.44 | | 铜缆高速连接 | 2.67 | 可燃冰 | -0.40 | | 光纤概念 | 2.55 | 猪肉 | -0.38 | | 中船系 | 2.50 | 航运概念 | -0.37 | | 光刻机 | 2.49 | 互联网保险 | -0.35 | | 英伟达概念 | 2.47 | 化肥 | -0.34 | 资金 ...

格隆汇8月13日丨中国中免(01880.HK)公告，将于2025年8月26日(星期二)举行董事会会议，藉以(其中包 括)审议及批准公司及其附属公司截至2025年6月30日止6个月的中期业绩及其刊发，及其他议题。 ...