Zhi Tong Cai Jing·2026-01-06 08:00Group 1 - China Duty Free Group (601888) shares rose over 3% in late trading, currently up 2.42% at HKD 78.45, with a trading volume of HKD 333 million [1] - According to Guoyuan International's report, the tourism market in Hainan welcomed a strong start during the New Year holiday, with 2.1716 million visitors, a year-on-year increase of 25.2%, and total tourism revenue reaching CNY 3.136 billion, up 28.9% year-on-year, indicating an improvement in consumer spending structure [1] - UBS reported that from January 1 to 3, Hainan's duty-free sales surged 129% year-on-year to CNY 712 million, with the number of duty-free shoppers increasing by 61%, reflecting the positive impact of relaxed shopping policy for local residents and outbound travelers [1] Group 2 - The average duty-free spending per person in Hainan was estimated at CNY 8,527, a year-on-year increase of 42.5%, with the quantity of purchased items also rising by 52.4%, all exceeding market expectations [1] - The strong sales growth is attributed to the policy changes implemented in October of the previous year, which facilitated increased shopping traffic in Hainan's duty-free stores [1]