中国中免涨超7% 机构预计海南离岛免税春节有望持续强劲
Zhi Tong Cai Jing·2026-02-09 02:33

Group 1 - China Duty Free Group (601888)(01880) shares rose over 7%, currently up 6.71% at HKD 100.2, with a trading volume of HKD 293 million [1] - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice on the "zero tariff" policy for imported goods consumed by residents in Hainan Free Trade Port, effective immediately [1] - The notice states that imported goods purchased by residents in designated business locations within Hainan will be exempt from import duties, value-added tax, and consumption tax within the specified duty-free limit and product list [1] Group 2 - Haikou Customs reported that in January 2026, the amount of duty-free shopping in Hainan reached CNY 4.53 billion, with 560,000 shoppers and 3.367 million items purchased, representing year-on-year increases of 44.8%, 21.0%, and 14.0% respectively [1] - Wanlian Securities noted that as the supply chain for fast-moving consumer goods to high-end luxury products in Hainan is established and improved, the duty-free policy for island residents is expected to be further relaxed in terms of shopping limits and product variety, enhancing Hainan's appeal to domestic and international tourists [1] - Guosheng Securities (002670) anticipates that the Hainan duty-free industry will maintain a strong growth trend during the Spring Festival peak season [1]

CTG DUTY-FREE-中国中免涨超7% 机构预计海南离岛免税春节有望持续强劲 - Reportify