Zhi Tong Cai Jing·2026-02-09 03:36Group 1 - China Duty Free Group (01880) saw a stock increase of over 7%, currently up 6.71% at HKD 100.2, with a trading volume of HKD 293 million [1][2] - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice on the "zero tariff" policy for imported goods purchased by residents of Hainan Free Trade Port, effective immediately [2] - The notice states that imported goods purchased by residents in designated business locations will be exempt from import duties, value-added tax, and consumption tax within the specified duty-free limits and product list [2] Group 2 - Statistics from Haikou Customs indicate that in January 2026, the amount spent on 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 [2] - Wanlian Securities noted that the establishment and improvement of the supply chain for fast-moving consumer goods to high-end luxury products in Hainan, combined with the expected relaxation of duty-free policies, will significantly enhance Hainan's attractiveness to domestic and international tourists [2] - Guosheng Securities anticipates that the Hainan offshore duty-free industry will maintain a strong growth trend during the Spring Festival peak season [2]