智通财经网·2026-02-13 06:11Group 1 - The core viewpoint of the article highlights the positive impact of the new offshore duty-free policy and the demand for Chinese New Year preparations on China Duty Free Group's stock performance, which rose nearly 3% [1] - According to Huajin Securities, the total amount of offshore duty-free shopping monitored by Haikou Customs in January 2026 reached 4.53 billion yuan, representing a year-on-year increase of 44.8% [1] - The number of shoppers reached 560,000, an increase of 21.0% year-on-year, while the number of items purchased was 3.367 million, up 14.0% year-on-year, indicating strong demand for high-value products during the holiday season [1] Group 2 - During the first week of the Spring Festival travel rush (February 2-8), Haikou Customs monitored offshore duty-free shopping amounting to approximately 1.106 billion yuan, reflecting a month-on-month increase of 6.3% [1] - The number of duty-free shoppers was 191,900, which is a month-on-month increase of 26%, showcasing robust consumer activity driven by both "returning home" and "travel" traffic [1] - China Duty Free Group's Haikou International Duty-Free City won the qualification to operate duty-free consumer goods in the Haikou West Coast business district and is expected to attract more customers through integrated "duty-free + cultural tourism" activities during the Spring Festival [1]