消息面上，海口海关2月9日发布统计数据，自2025年11月1日离岛免税政策调整以来，截至2026年2月8 日，新政实施满百日，海口海关监管离岛免税购物金额115.85亿元，同比增长14.71%。此外，春运首周 （2月2日—2月8日）海口海关共监管离岛免税购物金额11.06亿元，免税购物人数19.19万人次，购物件 数89.5万件，环比提升6.3%，26%，9.4%。国盛证券认为，预计海南离岛免税行业景气趋势在春节旺季 仍将保持强劲。 智通财经APP获悉，中国中免(01880)涨超7%，截至发稿，涨7.15%，报105.6港元，成交额1.94亿港元。 ...

Core Viewpoint - The first batch of five duty-free stores for daily consumer goods in Hainan will open on February 11, following the implementation of a "zero tariff" policy for inbound goods for residents of Hainan Free Trade Port [1][3]. Group 1: Duty-Free Store Details - The stores are located in Haikou's various commercial districts, with one store operated by Hainan Wanghao Sunshine Industrial Co., Ltd. in the Longhu Hainan Haikou Tianjie commercial complex [1]. - The Haikou Wanghao duty-free store has a retail area of 980 square meters and will initially offer over 40 items from a list of 202 zero-tariff goods, including baby formula, candies, and fruits, with prices approximately 20% lower than taxed prices [1][3]. - The store is prepared with over 50,000 items, anticipating high demand for products like durian [1]. Group 2: Consumer Eligibility and Shopping Guidelines - The "zero tariff" policy applies to residents of Hainan, defined as Chinese citizens holding a Hainan ID, residence permit, or social security card, as well as foreign individuals with residence permits [3]. - Each resident is allowed a duty-free purchase limit of 10,000 RMB per year, with no restrictions on the number of purchases [3]. - Consumers must present one of the following documents at checkout: Hainan ID, residence permit, social security card, or foreign residence permit to verify their eligibility [3]. Group 3: Additional Store Operations - The Haikou Tianjie shopping mall has prepared signage and policy explanations to facilitate consumer shopping during the initial opening phase [4]. - Other duty-free stores, such as the one in CDF Haikou International Duty-Free City, are also preparing to offer a variety of products, including toys and chocolates, with a focus on international brands [6]. - The JD.com duty-free store in the Guomao commercial district is leveraging JD's global supply chain to offer a wide range of consumer goods across eight core categories, featuring over 170 international brands [6].

Group 1 - The core idea of the news is the collaboration between Beijing Capital Airport and Daxing Airport to host a New Year cultural market, enhancing the consumer experience and promoting Beijing as an international consumption center [1][2] - The cultural market, named "Fuyou Jinghua Legou New Spring," runs from February 10 to 16, featuring 14 well-known brands, including Yili and Beibingyang, offering a variety of products such as food, cultural creations, and clothing [2] - The duty-free business at Capital Airport is undergoing a significant upgrade, with the operational rights of the T2 terminal's duty-free store transferring to China Duty Free Group and Wangfujing Group starting February 11 [2][4] Group 2 - In January 2026, the customs at Capital Airport processed 7,966 tax refund applications, totaling approximately 125 million yuan, marking a year-on-year increase of 469.81% and 43.68% respectively [3] - The customs authority has implemented a green channel for merchants to streamline the approval process, significantly reducing the time required for necessary permits [4] - The customs has also introduced a "health permit special service mechanism" to assist new stores in obtaining the required health licenses, ensuring compliance with health and safety standards [7] Group 3 - The customs authority is enhancing its regulatory and service capabilities by combining on-site supervision with remote video monitoring to ensure a seamless flow of goods and services [7] - Recent measures have been introduced to optimize the tax refund process, including improved procedures and guidance to stimulate market activity [7] - The overall strategy aims to accelerate the formation of a unique commercial ecosystem at the airport, contributing to the development of Beijing as an international consumption center [8]

春节临近，航站楼里的年味浓起来了。2月10日，北京商报记者获悉，北京首都机场与大兴机场首次协同举办新春文化市集，汇集伊利、北冰洋等14家知名 品牌。与此同时，入驻首都机场的中免集团和王府井集团将进一步丰富空港免税消费环境。通过搭建"文旅+商业"深度融合的消费场景，北京国际航空枢纽 正在成为北京国际消费中心城市建设的一张新名片。 紧抓春节商机 值得一提的是，入境消费在春节前也显现强劲增长。据北京海关统计，2026年1月，首都机场海关共验核离境退税申请单7966票，总金额约1.25亿元，同比 分别增长469.81%、43.68%。通过优化流程、强化航站楼内引导标识，境外旅客"中国购"体验正持续提升。 针对今年持续40天的春运保障任务，首都机场海关提前对春运客流量进行了研判。首都机场海关表示，以往日均监管进出境旅客人次是4万人，根据近三天 统计数据，日均监管进出境旅客已经增长到5.56万人次，可以预见春运期间旅客人流量规模增加。 提效入驻流程 显而易见，此次市集是首都机场促进春节消费、打造空港特色商业业态的关键举措。在这背后，对于参与商户多为首次合作、对严格审批流程不熟悉的情 况，首都机场海关专门开通全流程绿色通道 ...

从资金流向上来看，当日人民币升值受益板块主力资金净流出8.47亿元，游资资金净流入2.38亿元，散 户资金净流入6.09亿元。人民币升值受益板块个股资金流向见下表： 证券之星消息，2月10日人民币升值受益板块较上一交易日下跌1.06%，中国中免领跌。当日上证指数 报收于4128.37，上涨0.13%。深证成指报收于14210.63，上涨0.02%。人民币升值受益板块个股涨跌见 下表： 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。 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with the top 20 stocks experiencing substantial withdrawals, highlighting potential concerns in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - GCL-Poly Energy saw the largest outflow of -1.009 billion yuan, indicating a negative trend in the photovoltaic equipment sector [1][2] - Soshine Technology experienced an outflow of -679 million yuan, reflecting challenges in the electronic components industry [1][2] - 360 Security Technology had a capital outflow of -649 million yuan, suggesting potential issues in the software development sector [1][2] Group 2: Additional Stocks with Notable Withdrawals - Tianfu Communication faced an outflow of -561 million yuan, indicating pressures in the communication equipment sector [1][2] - Aerospace Development reported a capital outflow of -530 million yuan, which may reflect broader concerns in the aerospace and defense industry [1][2] - Kweichow Moutai experienced an outflow of -428 million yuan, raising questions about the performance in the liquor industry [1][3]

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, highlighting potential concerns in specific sectors and companies [1][2][3] Group 1: Stock Performance and Fund Flow - GCL-Poly Energy experienced a fund outflow of 1.151 billion yuan with a price increase of 3.77% [2] - Tianshu Communication saw a fund outflow of 816 million yuan with a price decrease of 4.65% [2] - Guangku Technology had a fund outflow of 763 million yuan and a price drop of 3.46% [2] - Shanshan Co. faced a fund outflow of 749 million yuan with a decline of 1.96% [2] - Western Materials reported a significant fund outflow of 735 million yuan and a price decrease of 8.52% [2] - Zhongchao Holdings had a fund outflow of 688 million yuan with a price drop of 6.05% [2] - BlueFocus Communication experienced a fund outflow of 666 million yuan and a price increase of 2.36% [2] - XW Communications saw a fund outflow of 665 million yuan with a price decrease of 4.11% [2] - 360 Security Technology had a fund outflow of 626 million yuan and a price increase of 1.94% [2] - Aerospace Development faced a fund outflow of 596 million yuan with a price drop of 5.67% [2] - China Satellite experienced a fund outflow of 539 million yuan with a price decrease of 2.37% [3] Group 2: Additional Stock Details - Aerospace Electronics had a fund outflow of 525 million yuan with a price drop of 3.98% [3] - Shunhao Co. reported a fund outflow of 518 million yuan and a significant decline of 9.67% [3] - Robot Technology faced a fund outflow of 496 million yuan with a price decrease of 6.67% [3] - Qianzhao Optoelectronics had a fund outflow of 491 million yuan and a price drop of 6.5% [3] - Yongding Co. experienced a fund outflow of 481 million yuan with a price decrease of 1.43% [3] - Julite Equipment reported a fund outflow of 476 million yuan and a price drop of 6.16% [3] - Shenghe Resources had a fund outflow of 463 million yuan with a price increase of 2.1% [3] - China Duty Free Group faced a fund outflow of 454 million yuan with a price decrease of 3.08% [3] - Wuzhou New Spring reported a fund outflow of 444 million yuan with a price drop of 2.04% [3]

本报记者 于宏 同时，券商还对多只个股给出了目标价，以供投资者参考。例如，天风证券给予华鲁恒升的目标价为46.37元/股，其最新 收盘价（2月9日收盘价，下同）为36.34元/股；华泰证券给予新和成的目标价为38.24元/股，其最新收盘价为29.83元/股。 此外，今年以来，有282只个股获得了券商的首次关注。其中，按券商家数排序，世纪华通获得5家券商的首次关注；日联 科技获得4家券商首次关注；悍高集团、锦华新材、西麦食品均获得3家券商的首次关注。 今年以来，随着A股公司2025年业绩预告、快报陆续披露，券商也在加速更新个股评级。Wind资讯数据显示，年内截至2 月9日（下同），券商已对25只个股上调评级；从另一个维度来看，券商对713只个股给出了"买入"评级，其中，电子、电力设 备、机械设备、汽车等板块较受关注。 在券商上调个股评级方面，上述25只个股中，有3只获得了"强烈推荐"评级。具体来看，方正证券对淮北矿业的评级由"推 荐"上调至"强烈推荐"；招商证券对中国中免、帝科股份的评级均由"增持"上调至"强烈推荐"；菜百股份、潍柴动力等22只个股 的评级，被券商由"增持"上调至"买入"。 在券商给予个股"买入 ...

证券之星消息，2月9日人民币升值受益板块较上一交易日上涨1.84%，中国中免领涨。当日上证指数报 收于4123.09，上涨1.41%。深证成指报收于14208.44，上涨2.17%。人民币升值受益板块个股涨跌见下 表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601888 | 中国中免 | 97.10 | 5.14% | 71.66万 | 68.95 Z | | 002012 | 凯恩股份 | 6.92 | 3.28% | 28.26万 | 1.95亿 | | 002511 | 中顺洁桑 | 8.32 | 2.21% | 24.76万 | 2.05亿 | | 601111 | 中国国航 | 9.21 | 2.11% | 80.84万 | 7.45亿 | | 002493 | 荣盛石化 | 14.77 | 2.07% | 62.00万 | 9.09亿 | | 002078 | 太阳纸业 | 16.66 | 1.59% | 23.48万 | 3.86亿 | | 600115 | 中国东航 | ...

Market Performance - The Hang Seng Technology Index increased by 1.34%, while the Hang Seng Index rose by 1.76% [1] - The Hong Kong Stock Connect ETF from Yinhua (159318) gained 1.64%, and the Technology ETF from Penghua (159751) increased by 1.79% [1] Sector Performance - The insurance and communication equipment sectors showed the highest gains, while the energy equipment and services sector experienced the largest declines [1] Individual Stock Movements - Lanke Technology surged over 63%, followed by Zhipu with a 36.22% increase, and MINIMAX-WP rising by 11.71% [1] - Notable gainers also included: - Zhaoyi Innovation (603986) up 11.43% - China Duty Free (601888) up 8.31% - Innovent Biologics up 7.42% - SANY Heavy Industry (600031) up 7.12% [1] - Other significant increases were seen in: - Laopu Gold up 6.35% - Fast Retailing up 6.26% - Pop Mart up 5.76% - Zijin Mining (601899) up 5.58% - Weichai Power (000338) up 5.23% - Minmetals Resources up 5.0% - Ping An Insurance up 4.88% - Swire Properties up 4.71% - Zhaojin Mining up 4.21% - China National Heavy Duty Truck (000951) up 4.17% - SMIC up 4.07% [1] - On the downside, Xixiangfeng Group fell by 5.88%, and Weilu Group dropped by 15.47% [1] - Noteworthy gainers included Changfei Optical Fiber (601869) with a 15.31% increase and Dongfang Electric (600875) up 14.34% [1]