消息面上，据珠免集团消息，2月8日，珠海免税拱北口岸进境免税店苹果Apple专区正式启幕。这不仅 标志着苹果首次进驻中国口岸进境免税渠道，也标志着智能电子产品首次正式进入口岸进境免税销售场 景。这是财政部等五部门发布《关于完善免税店政策支持提振消费的通知》后，全国首个实现智能电子 产品落地开业的口岸进境免税项目。 兴业证券：当前免税板块基本面筑底回升确认，未来仍存政策利好催化，建议持续予以关注中国中免、 珠免集团。 南方财经2月9日电，免税概念持续活跃，珠免集团涨停，中国中免涨超5%，海南发展、海峡股份等跟 涨。 ...

Group 1 - The A-share market saw a strong performance in the duty-free sector, with Zhu Mian Group hitting the daily limit, China Duty Free rising over 5%, and Wangfujing and Haixia shares increasing by over 2% [1] Group 2 - Zhu Mian Group's stock rose by 9.96%, with a total market capitalization of 15.6 billion and a year-to-date increase of 21.59% [2] - China Duty Free's stock increased by 5.52%, with a total market capitalization of 201.6 billion and a year-to-date increase of 3.06% [2] - Wangfujing's stock rose by 2.69%, with a total market capitalization of 16.7 billion and a year-to-date decrease of 4.19% [2] - Haixia shares increased by 2.29%, with a total market capitalization of 23.9 billion and a year-to-date decrease of 12.00% [2] - Hainan Development's stock rose by 1.94%, with a total market capitalization of 14.2 billion and a year-to-date decrease of 29.45% [2] - Southern Airlines' stock increased by 1.82%, with a total market capitalization of 151.7 billion and a year-to-date increase of 4.49% [2] - Lingnan Holdings' stock rose by 1.34%, with a total market capitalization of 8.632 billion and a year-to-date increase of 7.42% [2]

Group 1 - The duty-free shop sector experienced a significant rise, with Zhujiang Duty-Free Group hitting the daily limit [2] - Other companies such as China Duty Free Group, Wangfujing, Hainan Development, and Lingnan Holdings also saw increases in their stock prices [2]

万联证券指出，随着海南覆盖快消品到中高端奢侈品的商品供应链建立与完善，叠加岛民免税政策有望 在购物额度、商品种类等方面进一步放宽，海南对于国内外游客的旅游吸引力及相关产业人才的安居吸 引力将显著增强，海南离岛免税零售商也将从中持续受益。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。 中国中免午前股价上涨8.95%，现报102.30港元，成交额3.98亿港元。 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 中国中免（01880）午前股价上涨8.95%，现报102.30港元，成交额3.98亿港元。 万联证券指出，随着海南覆盖快消品到中高端奢侈品的商品供应链建立与完善，叠加岛民免税政策有望 在购物额度、商品种类等方面进一步放宽，海南对于国内外游客的旅游吸引力及相关产业人才的安居吸 引力将显著增强，海南离岛免税零售商也将从中持续受益。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。 责任编辑：卢昱君 中国中免（01880）午前股价上涨8.95%，现报102.30港元，成交额3.98亿港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 万联证券指出，随着海南覆盖快消品到中高端奢侈品的商品供应链建立与完善，叠加岛民免税政策有望 在购物额度、商品种类等方面进一步放宽，海南对于国内外游客的旅游吸引力及相关产业人才的安居吸 引力将显著增强，海南离岛免税零售商也将从中持续受益。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。 责任编辑：卢昱君 ...

消息面上，近日，财政部、海关总署、税务总局联合印发《关于海南自由贸易港岛内居民消费的进境商 品"零关税"政策的通知》，自公布之日起实施。《通知》规定，对海南自由贸易港岛内居民在指定经营 场所购买的进境商品，在免税额度和商品清单范围内免征进口关税、进口环节以及国内环节增值税和消 费税。此外，海口海关2月5日发布统计数据，2026年1月，海南离岛免税购物金额45.3亿元，购物人数 56.0万人次，购物数量336.7万件，同比分别增长44.8%、21.0%和14.0%。 万联证券指出，随着海南覆盖快消品到中高端奢侈品的商品供应链建立与完善，叠加岛民免税政策有望 在购物额度、商品种类等方面进一步放宽，海南对于国内外游客的旅游吸引力及相关产业人才的安居吸 引力将显著增强，海南离岛免税零售商也将从中持续受益。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。 中国中免(01880)涨超7%，截至发稿，涨6.71%，报100.2港元，成交额2.93亿港元。 智通财经APP获悉，中国中免(01880)涨超7%，截至发稿，涨6.71%，报100.2港元，成交额2.93亿港元。 ...

每经AI快讯，2月9日，中国中免(01880.HK)涨超7%，截至发稿，涨6.71%，报100.2港元，成交额2.93亿 港元。 ...

智通财经APP获悉，中国中免(01880)涨超7%，截至发稿，涨6.71%，报100.2港元，成交额2.93亿港元。 万联证券指出，随着海南覆盖快消品到中高端奢侈品的商品供应链建立与完善，叠加岛民免税政策有望 在购物额度、商品种类等方面进一步放宽，海南对于国内外游客的旅游吸引力及相关产业人才的安居吸 引力将显著增强，海南离岛免税零售商也将从中持续受益。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。 消息面上，近日，财政部、海关总署、税务总局联合印发《关于海南自由贸易港岛内居民消费的进境商 品"零关税"政策的通知》，自公布之日起实施。《通知》规定，对海南自由贸易港岛内居民在指定经营 场所购买的进境商品，在免税额度和商品清单范围内免征进口关税、进口环节以及国内环节增值税和消 费税。此外，海口海关2月5日发布统计数据，2026年1月，海南离岛免税购物金额45.3亿元，购物人数 56.0万人次，购物数量336.7万件，同比分别增长44.8%、21.0%和14.0%。 ...

消息面上，近日，财政部、海关总署、税务总局联合印发《关于海南自由贸易港岛内居民消费的进境商 品"零关税"政策的通知》，自公布之日起实施。《通知》规定，对海南自由贸易港岛内居民在指定经营 场所购买的进境商品，在免税额度和商品清单范围内免征进口关税、进口环节以及国内环节增值税和消 费税。此外，海口海关2月5日发布统计数据，2026年1月，海南离岛免税购物金额45.3亿元，购物人数 56.0万人次，购物数量336.7万件，同比分别增长44.8%、21.0%和14.0%。 中国中免（601888）(01880)涨超7%，截至发稿，涨6.71%，报100.2港元，成交额2.93亿港元。 万联证券指出，随着海南覆盖快消品到中高端奢侈品的商品供应链建立与完善，叠加岛民免税政策有望 在购物额度、商品种类等方面进一步放宽，海南对于国内外游客的旅游吸引力及相关产业人才的安居吸 引力将显著增强，海南离岛免税零售商也将从中持续受益。国盛证券（002670）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。 ...

Investment Rating - The report rates the industry as "Overweight" [1] Core Insights - The report highlights the upcoming "2026 Spring Festival Special Activity Plan" aimed at boosting consumption during the holiday season [3] - It emphasizes the positive outlook for travel-related sectors, including hotels, duty-free shops, and scenic spots, due to improved vacation policies and anti-monopoly measures in the OTA sector [4] - The report also notes the potential in the gold and jewelry market, recommending stocks with low valuations and improved competitive landscapes [4] - The impact of subsidies on the milk tea sector is acknowledged, with specific recommendations for brands benefiting from these subsidies [4] - AI applications and undervalued new consumer sectors are identified as areas of interest, with several companies recommended for investment [4] Summary by Sections Travel and Hospitality - The report recommends several hotel stocks, including Huazhu Group, ShouLai Hotel, and JinJiang Hotels, as well as duty-free stocks like China Duty Free Group [4] - Scenic spots such as Emei Mountain A, Jiuhua Tourism, and Huangshan Tourism are highlighted as investment opportunities [4] Gold and Jewelry - Stocks like Caibai Co., Luk Fook Holdings, and Laopuhuangjin are recommended based on short-term data exceeding expectations and improved competitive dynamics [4] New Consumer Trends - Companies such as Kangnait Optical, Huatu Shanding, and Tianli International Holdings are suggested for their potential in AI applications and new consumer trends [4] Low Valuation and High Dividend Stocks - Recommendations include Jiangsu Guotai, Yum China, and Haidilao, focusing on low valuation and high dividend yield stocks [4] Market Performance - The report notes a decline of 0.91% in the retail sector and a rise of 0.70% in consumer services, ranking them 20th and 9th respectively among 30 industries [4] - Notable stock performances include Junting Hotel (+10.38%) and Haidilao (+8.64%) [4] Industry Updates - The report discusses the issuance of a special activity plan by multiple government departments to promote various consumption sectors [4] - It also mentions the acceptance of the first commercial real estate REITs by the Shenzhen Stock Exchange [4] - Recent acquisitions, such as Meituan's purchase of Dingdong Maicai's China business for approximately $717 million, are highlighted [4]