CTG DUTY-FREE(SH:601888) Zhong Guo Zheng Quan Bao·2026-01-18 09:17Core Insights - Hainan Free Trade Port has successfully completed its first month of operation since the full closure on January 18, 2026, leading to significant changes in international tourism and shopping behaviors [1] Group 1: Changes in Visitor Demographics - The proportion of international travelers visiting duty-free stores has noticeably increased since the full closure, indicating a shift in visitor demographics [2] - International tourists show a high level of interest and purchasing intent for domestic brands, particularly in categories like mobile phones, tea, and coffee [2] Group 2: Enhanced Shopping Experience - The China Duty Free Group has upgraded its service offerings to cater to the changing visitor demographics, including adding multilingual staff and enhancing promotional materials [2] - The integration of "duty-free + cultural tourism" experiences in Sanya International Duty-Free City has attracted more visitors, encouraging them to spend more time shopping and engaging with the offerings [3] Group 3: Shopping Statistics - From December 18, 2025, to January 10, 2026, the number of duty-free shoppers in Hainan reached 585,000, with total spending amounting to 3.89 billion yuan, reflecting year-on-year increases of 32.4% and 49.6% respectively [3] - On average, 24,000 people engaged in duty-free shopping daily, with an average daily spending of 160 million yuan, surpassing pre-closure figures [3] Group 4: Service Improvements - The diverse needs of international travelers have prompted enhancements in service levels, including optimized check-in processes and improved transfer experiences [4] - The upcoming peak travel season and the Spring Festival are expected to bring further innovations in the "duty-free +" model, aiming to create memorable shopping experiences [4]