智通财经网·2025-11-07 02:07Core Viewpoint - China Duty Free Group (中国中免) shares have increased by over 4%, currently trading at 70.05 HKD, with a transaction volume of 263 million HKD, indicating positive market sentiment towards the company amid upcoming policy changes in Hainan [1] Group 1: Market Developments - The Hainan Free Trade Port is set to officially commence full island closure operations on December 18, which is expected to open a new chapter in external openness for Hainan [1] - The offshore duty-free policy remains a core pillar of Hainan's consumer market, with the inclusion of international travelers expected to boost the recovery and development of the duty-free sector [1] Group 2: Company Performance - According to Shenwan Hongyuan's research report, China Duty Free Group's profits were under pressure in the first three quarters, but there are signs of stabilization with monthly sales in core Hainan operations showing year-on-year growth and an increase in market share [1] - The revenue in the third quarter has begun to rebound from the bottom, supported by the ongoing recovery of airport channels and the opening of new large-scale city duty-free stores, which are anticipated to provide new growth momentum for the company [1] Group 3: Long-term Outlook - The long-term value of the company is viewed positively due to the expected increase in business traffic following the closure of Hainan's free trade port, as well as the company's multi-channel strategy encompassing "Hainan + airport + online + city" [1]