（文章来源：每日经济新闻） 每经AI快讯，中国中免H股涨超10%，中国中免A股涨超6%。 ...

Core Viewpoint - China Duty Free Group (CDFG) shares saw a significant increase, with A-shares rising nearly 7% to 99.81 yuan and H-shares up over 10% to 96.8 HKD, marking new highs since October 2023 [1] Group 1: Acquisition Details - CDFG's wholly-owned subsidiary, CDF International, signed a framework agreement with DFS Singapore and DFS Hong Kong to acquire equity and assets related to DFS's travel retail business in Greater China for up to 395 million USD [1] - The acquisition includes 100% equity of DFS Cotai Limitada and assets from two stores held by DFS Hong Kong, covering personnel, lease contracts, fixed assets, and inventory, as well as intangible assets in Greater China [1] Group 2: Strategic Cooperation - CDFG signed a strategic cooperation memorandum with LVMH to establish a partnership in retail sectors where both companies align strategically [1] - The collaboration aims to leverage the strengths of both companies to deepen cooperation in Greater China, focusing on mutual benefits [1] - Areas of cooperation will include product sales, store openings, brand promotion, cultural exchange, tourism services, and customer experience [1]

消息面上，1月19日，中国中免全资孙公司中免国际与DFS新加坡、DFS香港签署《框架协议》，约定中免国际以不超过 3.95亿美元现金方式收购对方持有的DFS大中华区旅游零售业务相关股权及资产， 包括DFS新加坡、DFS香港持有的DFS Cotai Limitada100%股权及DFS香港持有的2家门店的相关资产(包括人员、租赁合同、店面固定资产、存货等)，以及DFS大 中华区无形资产(包括品牌所有权、会员体系、知识产权等)，资金来源为中免国际自有资金。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 同日，中国中免与LVMH签署战略合作谅解备忘录，拟在双方战略契合的零售领域建立合作关系。此次合作将使得中国中免 与LVMH可以凭借各自优势，进一步深化大中华区的合作、实现互利共赢。双方将在产品销售、门店开设、品牌推广、文化 交流、旅游服务及客户体验等领域开展合作。 1月20日，中国中免A股涨近7%报99.81元，H股涨超10%报96.8港元，均创2023年10月以来新高。 ...

本文源自：金融界AI电报 中国中免(01880.HK)H股涨超10%，中国中免A股涨超6%，公司附属拟收购DFS Cotai Limitada的全部已 发行股本。 ...

中国中免H股涨超10%，中国中免A股涨超6%。 ...

据此，卖方同意出售，而买方同意购买目标公司DFS Cotai Limitada的全部已发行股本(股份收购)，及 DFS香港同意出售，而买方同意透过资产转让方式购买业务(由DFS香港于香港经营的旅游零售业务(包 括大中华区的无形资产))(资产收购，连同股份收购统称为该等收购事项)。 透过该等收购事项，本公司将取得DFS位于香港及澳门的旅游零售店铺，以及在大中华区独家使用的包 括DFS品牌在内的无形资产。此举将进一步拓展本公司于大湾区的服务网络，发挥产业引领作用，不断 整合优质旅游零售网络，并确立本集团于区域旅游零售市场的领先地位，同时依托港澳窗口优势，推动 国货精品出海，打造国潮出海平台及建立国际业务中台。 中国中免（601888）(01880)高开近3%，截至发稿，涨2.8%，报89.85港元，成交额479.8万港元。 消息面上，中国中免发布公告，于2026年1月19日，中免国际有限公司(买方)(中国旅游集团中免股份有 限公司(本公司)的间接全资附属公司)与DFS Venture Singapore(Pte)Limited(DFS新加坡)及DFS Group Limited(DFS香港，连同DFS新加坡统称为 ...

智通财经APP获悉，中国中免(01880)高开近3%，截至发稿，涨2.8%，报89.85港元，成交额479.8万港 元。 据此，卖方同意出售，而买方同意购买目标公司DFS Cotai Limitada的全部已发行股本(股份收购)，及 DFS香港同意出售，而买方同意透过资产转让方式购买业务(由DFS香港于香港经营的旅游零售业务(包 括大中华区的无形资产))(资产收购，连同股份收购统称为该等收购事项)。 透过该等收购事项，本公司将取得DFS位于香港及澳门的旅游零售店铺，以及在大中华区独家使用的包 括DFS品牌在内的无形资产。此举将进一步拓展本公司于大湾区的服务网络，发挥产业引领作用，不断 整合优质旅游零售网络，并确立本集团于区域旅游零售市场的领先地位，同时依托港澳窗口优势，推动 国货精品出海，打造国潮出海平台及建立国际业务中台。 消息面上，中国中免发布公告，于2026年1月19日，中免国际有限公司(买方)(中国旅游集团中免股份有 限公司(本公司)的间接全资附属公司)与DFS Venture Singapore (Pte) Limited (DFS新加坡)及DFS Group Limited(DFS香港，连同DFS ...

Core Viewpoint - The article highlights the impact of tariff fears and geopolitical tensions on global markets, leading to a decline in European stocks and a slight drop in Hong Kong indices [1] Group 1: Market Performance - US markets were closed overnight, while European stocks experienced significant declines [1] - Hong Kong's three major indices opened slightly lower, with the Hang Seng Index down 0.07%, the National Index down 0.16%, and the Hang Seng Tech Index down 0.22% [1] Group 2: Company Performance - Major technology stocks showed weakness, with Baidu falling over 2%, and Tencent and Xiaomi both declining more than 1.2% [1] - AI application concept stocks saw renewed activity, with Zhihui rising 3.6% [1] - New consumption concept stocks collectively increased, with Pop Mart rising over 5%, and Hu Shang Ayi and China Duty Free both up 2% and 2.8% respectively [1] - Real estate stocks mostly declined, with Country Garden down 4.6% and heavy machinery stock China National Heavy Duty Truck Group falling nearly 5% [1]

Group 1 - OpenAI plans to launch its first hardware device in 2026, with projected revenue exceeding $20 billion in 2025, a significant increase from $6 billion in 2024. The company's computing power is expected to rise from 0.6 GW in 2024 to 1.9 GW in 2025, with active user numbers reaching historical peaks [2] - Google’s Gemini business is experiencing a surge, with API calls increasing over 100% to 85 billion and enterprise subscriptions growing to 8 million. This growth is anticipated to boost Google Cloud's revenue as clients invest more in AI [5] - China Duty Free Group's subsidiary plans to acquire DFS's retail business in Greater China for up to $395 million, including 100% equity of DFS Cotai Limitada and two store assets [6] Group 2 - The Shanghai Futures Exchange is adjusting the trading limits for silver and nickel futures contracts starting January 20, 2026, while hedging and market-making trades will not be subject to these limits [24] - The People's Bank of China is set to announce the one-year and five-year Loan Prime Rates (LPR) on January 20, with expectations of a potential reduction of 5-10 basis points for the five-year LPR [25] - The initial GDP data for the fourth quarter of the United States will be released on January 20, with market attention focused on the economic growth situation [26]

Group 1 - The A-share market is experiencing short-term fluctuations due to a cooling of investor sentiment, but the overall bull market pattern remains unchanged [1][7] - The market is entering a low volatility phase, with speculative sentiment decreasing, yet small-cap stocks are leading the gains and financing balances continue to rise, indicating that funds are still seeking flexibility [7] - Short-term market sentiment is still relatively high, and if there are catalysts in fundamentals or liquidity, the overall trend of A-shares may move upward [7] Group 2 - The Supreme People's Procuratorate has made deployments to utilize legal power to serve high-quality development, emphasizing the need to maintain economic and financial security and to combat serious economic crimes [4] - The China Securities Regulatory Commission (CSRC) has imposed a three-year market ban on Jin Yongrong for illegal stock recommendations and reverse trading, highlighting regulatory actions against market manipulation [5] - Several companies are facing significant financial challenges, with projected losses for 2025 including Tianhe Solar with a net profit loss of 6.5 billion to 7.5 billion yuan and other firms like Water Well and Yatai Group also expecting substantial losses [6]