Core Insights - The National Day and Mid-Autumn Festival holiday period saw China Duty Free Group (CDFG) in Hainan achieve impressive results, with over 450,000 customers and total sales exceeding 800 million yuan [1][3][5] Group 1: Sales Performance - CDFG's six stores in Hainan reported a total customer reception of over 450,000 and sales surpassing 800 million yuan during the holiday [1] - The integration of international brand flagship stores and new duty-free products contributed to a vibrant shopping experience, enhancing the appeal of Hainan's duty-free market [1][3] Group 2: First Store Economy and Brand Matrix - CDFG leveraged the "first store economy" by introducing several key projects, including the first national exhibition of DIMOO and the first mainland store of Care Bears [3] - The stores featured interactive installations and themed pop-up stores, significantly increasing customer engagement and foot traffic [3] Group 3: Promotional Strategies - CDFG implemented a series of layered promotional activities, including lottery draws, multiple points rewards, and government consumption vouchers, creating a "discount on discount" effect [5] - Sales staff actively engaged with customers to explain the cumulative discounts available, enhancing customer trust and transaction conversion [5] Group 4: Service Optimization - CDFG focused on fine-tuning service quality, optimizing traffic flow, and providing personalized services for specific customer groups, such as those affected by flight delays [7] - Innovations like drone logistics for quick delivery of duty-free goods and enhanced parking facilities improved overall customer experience [7] Group 5: Strategic Vision - CDFG aims to continue its "duty-free plus" strategy, integrating brands, cultural tourism, and innovative scenarios to create differentiated consumer experiences [8] - The company plans to optimize its brand portfolio and deepen service offerings to inject sustained momentum into Hainan's consumption market [8]

证券之星消息，10月10日旅游零售板块较上一交易日下跌1.52%，中国中免领跌。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。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2.67亿元，游资资金净流入7565.64万元，散户资 金净流入1.92亿元。旅游零售板块个股资金流向见下表： | | | | 代码 名称 主力净流入 (元) 主力净占比 游资净流入 (元) 游资净占比 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 601888 中国中免 | -2.67 Z | -14.59% | 7565.64万 | 4.13% | 1.92亿 | 10.46% | 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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | ...

每经AI快讯，10月10日，港股中国中免(01880.HK)尾盘跌超3%，截至发稿，跌3.18%，报59.3港元，成 交额1.39亿港元。 （文章来源：每日经济新闻） ...

该行表示，消费减弱及出境旅游增长继续拖累以中国中免为主导的国内免税市场。虽然基数较低，但今 年第二季的销售额仍同比下跌8.5%，高于该行早前预测的下跌低个位数水平。该行预期，中国中免第 三季的收入将按年下降中个位数；由于基数较低，预期中国中免第四季的收入降幅将收窄至低个位数， 但今年以后的增长前景仍不明朗。 消息面上，海口海关发布数据，今年国庆中秋假期，海口海关共监管离岛免税销售金额9.44亿元人民 币，同比增长13.6%。汇丰发布研报称，今年10月黄金周的经调整日均销售额仅同比增长5%。 中国中免（601888）(01880)尾盘跌超3%，截至发稿，跌3.18%，报59.3港元，成交额1.39亿港元。 ...

消息面上，海口海关发布数据，今年国庆中秋假期，海口海关共监管离岛免税销售金额9.44亿元人民 币，同比增长13.6%。汇丰发布研报称，今年10月黄金周的经调整日均销售额仅同比增长5%。 智通财经APP获悉，中国中免(01880)尾盘跌超3%，截至发稿，跌3.18%，报59.3港元，成交额1.39亿港 元。 该行表示，消费减弱及出境旅游增长继续拖累以中国中免为主导的国内免税市场。虽然基数较低，但今 年第二季的销售额仍同比下跌8.5%，高于该行早前预测的下跌低个位数水平。该行预期，中国中免第 三季的收入将按年下降中个位数；由于基数较低，预期中国中免第四季的收入降幅将收窄至低个位数， 但今年以后的增长前景仍不明朗。 ...

Core Insights - The 2025 Mid-Autumn and National Day holiday saw record-high travel volume and tourism revenue, but the average spending per trip did not increase significantly [1][2] - There is a notable shift towards self-driving tourism and staggered travel patterns, with a significant increase in non-commercial small vehicle usage [2] - The retail and dining sectors experienced stable growth during the holiday, driven by policies encouraging consumption and rising gold prices [4] Group 1: Travel and Tourism Trends - During the 2025 holiday, 888 million domestic trips were made, an increase of 123 million trips compared to 2024, with total spending reaching 809 billion yuan, up 108.2 billion yuan [1] - Daily average travel volume was 111 million trips, a 1.6% increase year-on-year, while daily average spending was 101.1 billion yuan, a 1% increase [1] - The peak travel flow occurred on the third day of the holiday for outbound trips and the seventh day for return trips, indicating a trend towards staggered travel [2] Group 2: Scenic Spots and Consumer Behavior - Key scenic areas maintained growth above the industry average, with the Yangtze River Three Gorges cruise products experiencing high demand, leading to sold-out tickets during the holiday [3] - The average passenger load factor for cruises was 81.6%, a 9.1 percentage point increase from the previous year [3] - The retail and dining sectors saw a 2.7% year-on-year increase in sales, with significant growth in energy-efficient appliances and smart home products [4] Group 3: Investment Opportunities - Companies to watch include Sanxia Tourism, Xiangyuan Cultural Tourism, Jiuhua Tourism, Huangshan Tourism, Huazhu, Atour, and China Duty Free [5]

10月10日，中国中免盘中下跌2.01%，截至14:16，报68.26元/股，成交13.55亿元，换手率1.00%，总市 值1412.20亿元。 资金流向方面，主力资金净流出1.43亿元，特大单买入1.44亿元，占比10.60%，卖出2.23亿元，占比 16.47%；大单买入3.25亿元，占比24.00%，卖出3.89亿元，占比28.71%。 今年以来中国中免已经1次登上龙虎榜，最近一次登上龙虎榜为4月10日。 分红方面，中国中免A股上市后累计派现184.05亿元。近三年，累计派现72.41亿元。 机构持仓方面，截止2025年6月30日，中国中免十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股8266.00万股，相比上期增加1572.85万股。景顺长城新兴成长混合A（260108）位居第五 大流通股东，持股2060.00万股，持股数量较上期不变。华夏上证50ETF（510050）位居第六大流通股 东，持股1914.72万股，相比上期增加127.86万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股 东，持股1733.39万股，相比上期增加149.79万股。易方达沪深300ETF（51 ...

资金面上看，今日免税店概念板块获主力资金净流出7.17亿元，其中，24股获主力资金净流出，5股主 力资金净流出超5000万元，净流出资金居首的是中国中免，今日主力资金净流出3.06亿元，净流出资金 居前的还有步步高、海南机场、凯撒旅业等，主力资金分别净流出1.13亿元、1.01亿元、7021.73万元。 今日主力资金净流入居前的概念股有西藏珠峰、珠免集团、海南橡胶等，主力资金分别净流入9137.34 万元、2329.83万元、1979.86万元。（数据宝） （原标题：免税店概念下跌1.82%，5股主力资金净流出超5000万元） 截至10月9日收盘，免税店概念下跌1.82%，位居概念板块跌幅榜前列，板块内，凯撒旅业、海南发 展、友阿股份等跌幅居前，股价上涨的有4只，涨幅居前的有西藏珠峰、上港集团、日照港等，分别上 涨5.35%、1.47%、1.31%。 | 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（%） | | --- | --- | --- | --- | | 可控核聚变 | 6.97 | 免税店 | -1.82 | | 金属铅 | 6.14 | ...

中新社海口10月9日电 (记者 王子谦)海口海关9日发布数据，今年国庆中秋假期，海口海关共监管离岛 免税销售金额9.44亿元(人民币，下同)，购物人数12.29万人次，人均购物金额7685元，较2024年国庆假 期分别增长13.6%、3.2%和10%。 今年国庆中秋假期，海南各免税店通过打折促销、限量首发、游园体验等活动吸引消费者。 中国免税品(集团)有限责任公司在海南的6家免税店引入多家国际品牌旅游零售首店或概念旗舰店，推 出定制限量版产品，此外还有巨型扭蛋机打卡、"赛博赏月"等互动活动。 10月1日，国庆中秋假期，消费者在cdf海口国际免税城购物。 中新社记者 骆云飞 摄 cdf海口国际免税城运营部经理孙慧妍介绍，该店在假期举办三周年店庆活动，全场商品部分低至三 折，另有多倍积分、大额满减和指定银行支付礼遇等福利。 记者假期在cdf海口国际免税城看到，许多旅客在选购香化、酒类、电子产品等免税品。"品牌很全，免 税价格再叠加使用政府消费券，折扣非常划算。"来自湖北的游客张璐告诉记者，她购买了6件护肤品， 到手价只有5.5折。 "在因台风闭店一天的情况下，客流量较去年假期增长10%。"海控全球精品免税城市场部 ...

证券之星消息，10月9日旅游零售板块较上一交易日下跌2.67%，中国中免领跌。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。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 | 69.66 | -2.67% | | 35.59万 | | 24.86 Z | | 代码 名称 主力净流入 (元) 主力净占比 游资净流入 (元) 游资净占比 散户净占比 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 601888 中国中免 | -3.38亿 | -13.58% | 1.31亿 | 5.29% | 2.06亿 | 8.30% | | 学历日十六石,八丁学历书日中国 门/十分 女 女 下 中 中 八 小 | | | | | | | 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310 ...