中国中免（601888）(01880)涨超3%，截至发稿，涨3.36%，报84.7港元，成交额6840.17万港元。 消息面上，1月18日，海南自由贸易港封关运作满月。据海口海关统计，自2025年12月18日至2026年1月 17日，海口海关共监管离岛免税购物金额48.6亿元，同比增长46.8%；购物人数74.5万人次，同比增长 30.2%；购物件数349.4万件，同比增长14.6%。 国金证券认为，公司增长的核心来自基本面回暖，而非市场认为的政策刺激。政策刺激是短期的，而基 本面的改善是长期的。从内需看，高端消费的恢复是免税行业复苏的基础，免税行业存在整体性机会； 从外需看，入境游客的消费潜力，并未被市场充分认识。因此中免业绩增长持续性将超预期。 ...

消息面上，1月18日，海南自由贸易港封关运作满月。据海口海关统计，自2025年12月18日至2026年1月 17日，海口海关共监管离岛免税购物金额48.6亿元，同比增长46.8%；购物人数74.5万人次，同比增长 30.2%；购物件数349.4万件，同比增长14.6%。 国金证券认为，公司增长的核心来自基本面回暖，而非市场认为的政策刺激。政策刺激是短期的，而基 本面的改善是长期的。从内需看，高端消费的恢复是免税行业复苏的基础，免税行业存在整体性机会； 从外需看，入境游客的消费潜力，并未被市场充分认识。因此中免业绩增长持续性将超预期。 智通财经APP获悉，中国中免(01880)涨超3%，截至发稿，涨3.36%，报84.7港元，成交额6840.17万港 元。 ...

| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | | | 股份數目 | | | | (請參閱上述*註 | 有投票權股 (日 / 月 / 年) | | | | | | | El | 合自分或 | | CS20260115E00458 | BlackRock, Inc. | 1001(L) | 3,994,938(L | HKD 88.1000 | 6,289.226(L) | 5.40(L)12/01/2026 | | | | | | | 14.400(S) | 0.01(S) | | 股份代號: | 01880 | | --- | --- | | 上市法國名稱: | 中國旅遊集團中免股份有限公司 | | 日期(日 / 月 / 年): | 19/12/2025 - 19/01/2026 | 格隆汇1月19日丨根据联交所最新权益披露资料显示，2026年1月12日，中国中免(01880.HK)获BlackRo ...

Core Viewpoint - BlackRock has increased its stake in China Duty Free Group (601888)(01880) by acquiring approximately 3.994938 million shares at a price of HKD 88.1 per share, totaling around HKD 352 million, resulting in a new holding of approximately 6.2892 million shares, representing 5.4% ownership [1] Group 1 - BlackRock's acquisition of shares indicates a strategic investment in China Duty Free Group, reflecting confidence in the company's growth potential [1] - The total amount invested by BlackRock in this transaction is approximately HKD 352 million, highlighting the significance of this investment [1] - Following the purchase, BlackRock's total shareholding in China Duty Free Group has increased to approximately 6.2892 million shares, which is a notable increase in their stake [1]

Group 1 - BlackRock increased its stake in China Duty Free Group (01880) by acquiring 3.994938 million shares at a price of HKD 88.1 per share, totaling approximately HKD 352 million [1] - Following the acquisition, BlackRock's total shareholding in China Duty Free Group reached approximately 6.2892 million shares, representing a holding percentage of 5.4% [1]

Core Viewpoint - The tourism retail sector experienced a decline of 1.32% on January 16, with China Duty Free Group leading the drop, reflecting broader market trends as the Shanghai Composite Index fell by 0.26% and the Shenzhen Component Index decreased by 0.18% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26% [1] - The Shenzhen Component Index closed at 14281.08, down 0.18% [1] - The tourism retail sector saw a net outflow of 559 million yuan from major funds, while retail investors contributed a net inflow of 228 million yuan [1] Group 2: Individual Stock Performance - China Duty Free Group (stock code: 601888) closed at 88.43, with a decline of 1.32% [1] - The trading volume for China Duty Free Group was 410,100 shares, with a transaction value of 3.644 billion yuan [1] - Major funds had a net outflow of approximately 559.47 million yuan, accounting for 15.35% of the total, while speculative funds had a net inflow of 332 million yuan, representing 9.10% [1]

Group 1 - The tourism retail sector experienced a decline of 0.49% on January 15, with China Duty Free Group leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - China Duty Free Group's stock price was reported at 89.61, reflecting a decrease of 0.49% [1] Group 2 - The tourism retail sector saw a net outflow of 127 million yuan from institutional investors, while retail investors contributed a net inflow of 398.16 thousand yuan [1] - The net inflow from speculative funds was 123 million yuan, indicating a mixed sentiment among different investor types [1] - The overall trading volume for China Duty Free Group was 381,400 shares, with a transaction value of 3.439 billion yuan [1]

Group 1 - On January 13, a total of 7 stocks received buy ratings from brokerages, with 1 stock announcing a target price [1] - Based on the highest target price, China Duty Free Group ranked first in target price increase, with a potential increase of 23.93% [1] - Among the stocks with maintained ratings, 4 stocks had unchanged ratings, while 3 stocks received ratings for the first time [1] Group 2 - Chaohongji received the most attention from brokerages, with 2 brokerages providing ratings [1] - In terms of industry classification, the Materials II sector had the highest number of buy-rated stocks, totaling 3, followed by Durable Consumer Goods and Apparel with 2, and Retail with 1 [1]

Group 1 - The tourism retail sector experienced a decline of 3.66% on January 13, with China Duty Free Group leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] - China Duty Free Group's stock price closed at 91.91, reflecting a decrease of 3.66% with a trading volume of 558,600 shares and a transaction value of 5.219 billion yuan [1] Group 2 - The tourism retail sector saw a net outflow of 773 million yuan from institutional investors, while retail investors contributed a net inflow of 518 million yuan [1] - The net inflow from speculative funds was 255 million yuan, accounting for 4.89% of the total [1] - The net proportion of retail investors in the sector was 9.93% [1]

Group 1 - The core viewpoint of the article emphasizes the growing importance of ESG (Environmental, Social, and Governance) as a key metric for high-quality corporate development and a vital link between corporate value and social value [1][2] - The "2025 China ESG Top 100" list was released by Sina Finance, evaluating over 5,000 A-share listed companies and mainland companies listed in Hong Kong using 18 industry-specific ESG evaluation models and over 150 ESG indicators [1][2] - The list serves as a benchmark for industry development and provides valuable decision-making references for investors [1][2] Group 2 - China Duty Free Group (中国中免) was recognized for its significant contributions in the ESG field, ranking 90th on the "2025 China ESG Top 100" list [2][9] - The publication of the list is seen as authoritative recognition of the sustainable development practices of the listed companies and promotes the core values of ESG across the industry [2][9] - Companies are encouraged to integrate ESG principles into their strategic planning, operations, and supply chain collaboration to achieve a balance between commercial and social value [2][9] Group 3 - The Sina Finance ESG Rating Center is the first Chinese platform dedicated to ESG information and ratings, aiming to promote sustainable development and responsible investment [11] - The center also aims to establish ESG evaluation standards suitable for China's characteristics and to enhance corporate ratings [11]