Core Viewpoint - The adjustment of the duty-free shopping policy for travelers in Hainan is expected to enhance the consumer shopping experience and support the development of the Hainan Free Trade Port, positively impacting China Duty Free Group (01880) stock performance [1] Group 1: Policy Changes - The Ministry of Finance, General Administration of Customs, and State Taxation Administration announced an adjustment to the Hainan duty-free shopping policy, effective from November 1 [1] - The number of categories for duty-free goods has increased from 45 to 47, expanding the range of products available for travelers [1] Group 2: Market Impact - China Duty Free Group's stock rose by 4.1% to HKD 63.5, with a trading volume of HKD 276 million, reflecting positive market sentiment following the policy announcement [1] - Financial analysts from Caitong Securities believe that the company, as a leader in the domestic duty-free industry, will benefit from improved holiday data and the recovery of inbound and outbound travel [1] Group 3: Business Strategy - The company is focusing on enhancing its operational capabilities and is actively developing its domestic duty-free business to create a second growth curve [1]

Core Viewpoint - The adjustment of the duty-free shopping policy for Hainan's offshore travelers is expected to enhance the consumer shopping experience and support the development of the Hainan Free Trade Port, benefiting companies in the duty-free industry, particularly China Duty Free Group. Group 1: Policy Changes - On October 17, the Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly announced adjustments to the duty-free shopping policy for Hainan, effective from November 1 [1] - The number of categories of duty-free goods has increased from 45 to 47, which is expected to expand the benefits of the duty-free policy and improve the supply of goods [1] Group 2: Company Performance - China Duty Free Group's stock rose over 4%, reaching HKD 63.5, with a trading volume of HKD 276 million [1] - According to Caitong Securities, the company is a leader in the domestic duty-free industry and is expected to see a turning point in its offshore and port duty-free businesses as holiday data improves and inbound and outbound travel data recovers [1] - The company is also actively developing its domestic duty-free business to create a second growth curve [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 China Tourism Group Duty Free Corporation Limited 中國旅遊集團中免股份有限公司 於本公告日期，董事會成員包括非執行董事范雲軍先生及劉昆女士，執行董事常 築軍先生、王月浩先生及王軒先生及獨立非執行董事葛明先生、王瑛女士及王強 先生。 （一家於中華人民共和國註冊成立的股份有限公司） （股份代號：1880） 董事會會議召開日期 中國旅遊集團中免股份有限公司（「本公司」）董事會（「董事會」）宣佈，將於2025 年10月30日（星期四）舉行董事會會議，藉以（其中包括）審議及批准本公司及其 附屬公司截至2025年9月30日止九個月的第三季度業績及其刊發，以及考慮建議 派發中期股息（如有）及其他議題。 承董事會命 中國旅遊集團中免股份有限公司 董事會主席 范雲軍先生 中國•北京 2025年10月16日 ...

格隆汇10月16日丨中国中免(01880.HK)宣布，将于2025年10月30日（星期四）举行董事会会议，藉以 （其中包括）审议及批准本公司及其附属公司截至2025年9月30日止九个月的第三季度业绩及其刊发， 以及考虑建议派发中期股息（如有）及其他议题。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 China Tourism Group Duty Free Corporation Limited 董事會會議召開日期 中國旅遊集團中免股份有限公司（「本公司」）董事會（「董事會」）宣佈，將於2025 年10月30日（星期四）舉行董事會會議，藉以（其中包括）審議及批准本公司及其 附屬公司截至2025年9月30日止九個月的第三季度業績及其刊發，以及考慮建議 派發中期股息（如有）及其他議題。 承董事會命 中國旅遊集團中免股份有限公司 董事會主席 范雲軍先生 中國•北京 2025年10月16日 於本公告日期，董事會成員包括非執行董事范雲軍先生及劉昆女士，執行董事常 築軍先生、王月浩先生及王軒先生及獨立非執行董事葛明先生、王瑛女士及王強 先生。 中國旅遊集團中免股份有限公司 （一家於中華人民共和國註冊成立的股份有限公司） （股份代號：1880） ...

Core Insights - The tourism retail sector experienced a slight increase of 0.68% on October 16, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Sector Performance - The tourism retail sector's key stock, China Duty Free Group (stock code: 601888), closed at 69.96, reflecting a gain of 0.68% [1] - The trading volume for China Duty Free Group was 247,100 shares, with a total transaction value of 17.38 million yuan [1] Fund Flow Analysis - The tourism retail sector saw a net outflow of 20.5972 million yuan from institutional investors, while retail investors contributed a net inflow of 9.4666 million yuan [1] - The breakdown of fund flows for China Duty Free Group indicates a net outflow of 20.5972 million yuan from institutional investors, a net inflow of 1.11306 million yuan from speculative investors, and a net inflow of 0.94666 million yuan from retail investors [1]

每经AI快讯，中国中免(01880.HK)涨超4%，截至发稿，涨3.89%，报61.45港元，成交额9335.98万港 元。 （文章来源：每日经济新闻） ...

Group 1 - China Duty Free Group (中国中免) shares rose over 4%, currently up 3.89% at HKD 61.45, with a trading volume of HKD 93.36 million [1] - Hainan Free Trade Port's overall closure task is progressing smoothly, with all preparations nearly complete, set to commence full island closure operations on December 18 this year [1] - Eight open ports and ten "second-line ports" in Hainan have completed infrastructure and inspection facilities, with 64 anti-smuggling enforcement stations operational and equipped with professional personnel [1] Group 2 - During the 2025 National Day and Mid-Autumn Festival holiday, Hainan's offshore duty-free sales reached CNY 944 million, a 13.6% increase year-on-year, with 122,900 shoppers and an average spending of CNY 7,685 per person [2] - Haikou Meilan Airport saw a 7% year-on-year increase in average daily passenger numbers during the holiday period from October 1 to October 7 [2] - CDF Sanya International Duty-Free City achieved a single-day sales record of CNY 120 million on October 5, marking a 60% year-on-year growth [2]

消息面上，10月15日，海南省委深改办(自贸港工委办)副主任王奉利在中外记者见面会上表示，目前， 海南自贸港封关任务整体推进顺利，各项准备工作已基本就绪。今年12月18日，海南自贸港将启动全岛 封关运作。目前，海南自贸港8个对外开放口岸和10个"二线口岸"基础设施及查验设施设备已基本完 备，64个反走私综合执法站进驻运行并配备了专业力量。海南国际贸易"单一窗口"、海关智慧监管平台 等信息系统建设完成，实现与口岸联调联试并始终保持热备状态。 国泰海通指出，海口海关10月9日公布数据显示，2025年国庆中秋"双节"假期期间，海南省离岛免税销 售金额累计达9.44 亿元，比去年同期增长13.6%。其中，购物人数12.29万人次，人均购物金额7685元， 较往年保持稳定增长态势。中金表示，双节假期(10.1-10.7)海口美兰机场日均运送旅客数同比增长7%； 三亚发布数据显示，10月5日，cdf三亚国际免税城单日销售额突破1.2亿元，同比增长60%。建议关注海 南离岛免税销售额后续同比趋势及海南自贸港政策带来的潜在需求增量。 智通财经APP获悉，中国中免(01880)涨超4%，截至发稿，涨3.89%，报61.45港元 ...

Group 1 - The tourism retail sector increased by 1.5% on October 15, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] - China Duty Free Group's closing price was 69.49, reflecting a 1.50% increase, with a trading volume of 215,100 shares and a transaction value of 1.494 billion yuan [1] Group 2 - The tourism retail sector saw a net inflow of 78.9778 million yuan from institutional investors, while retail investors experienced a net outflow of 61.9171 million yuan [1] - The net inflow from institutional investors for China Duty Free Group was 7.89778 million yuan, accounting for 5.29% of the total [1] - Retail investors had a net outflow of 6.19171 million yuan, representing a -4.14% share [1]