智通财经网·2025-12-22 01:43Core Viewpoint - China Duty Free Group (01880) saw a significant increase in stock price, rising by 3.68% to HKD 73.3, with a trading volume of HKD 3.775 million, following the launch of the Hainan Free Trade Port's full island closure on December 18 [1] Group 1: Sales Performance - On the first day of the full closure, Hainan's offshore duty-free shopping amounted to CNY 161 million, with 24,800 shoppers and 118,000 items sold, representing year-on-year increases of 61%, 53.1%, and 25.5% respectively [1] - Sanya reported impressive sales on the same day, achieving a duty-free sales total of CNY 118 million [1] Group 2: Market Outlook - Industrial analysts from Industrial Securities noted that the opening of new city duty-free stores in Q3 and Q4 will enhance customer flow through duty-free and taxable sales strategies [1] - The optimization of offshore duty-free policies, along with improvements in port and city duty-free regulations, is expected to expand store coverage, attract more customers, increase sales range and categories, and simplify certain approval processes, contributing to sales growth [1] - The current structure of the duty-free sector is relatively favorable, with fundamentals showing signs of recovery, and future policy benefits are anticipated to further stimulate growth [1]