封关红利的持续释放，正成为拉动海南春节文旅消费的核心引擎。今年春节，免税购物与入境旅游双双迎来大幅增长，消费"质效双升"加速推动海南向国际 旅游消费中心迈进。据海口海关统计，春节假期，海口海关共监管离岛免税购物金额27.2亿元。 今年春节，岛内居民日用品免税、免税商品种类增加、首批日用消费品免税店开业等政策协同发力，让免税购物与海岛度假深度融合，成为市民游客过年必 体验的新年俗。春节假期期间，海南岛内 各大免税店装扮一新，护肤美妆、珠宝手表、电子产品等离岛免税商品琳琅满目，政府消费券叠加免税城满额立 减、多倍积分等优惠，以及新开业的首饰、精品、食品等店铺，吸引大批市民游客前往选购。 据海口海关统计，春节假期，海口海关共监管离岛免税购物金额27.2亿元，较去年春节假期增长30.8%；销售件数199.7万件，购物人数32.5万人次，分别同 比去年春节假期增长21.9%和35.4%。春节假期，海南离岛免税购物日均购物金额为3.03亿元、 日均人数3.6万人次、日均件数22.2万件，同比去年春节假期 均有增长。 三亚国际免税城销售经理 廖君叶：春节整体场内的游客是非常多的，包括我们岛内居民，然后还有外籍的客人的数量， ...

（央视财经《天下财经》）封关红利的持续释放，成为拉动海南春节文旅消费的核心动力，免税购物和 入境旅游两大板块双双迎来大幅增长，海南正加速迈向国际旅游消费中心。 转载请注明央视财经 编辑：令文芳 春节假期期间，海南岛内各大免税店内装扮一新，充满新春马年元素的喜庆装饰吸引了众多旅客驻足拍 照。货架上护肤美妆、珠宝手表、电子产品等离岛免税商品琳琅满目，无论是岛内居民，还是专程来海 南旅游、过春节的境内外游客，都汇聚于此，让整个商场显得格外热闹喜庆。政府消费券叠加免税城满 额立减、多倍积分等优惠，以及新开业的首饰、精品、食品等店铺，吸引了许多消费者前来选购心仪的 新年礼物。 据海口海关统计，2026年春节假期期间（2026年2月15日—2月23日），海口海关共监管离岛免税购物金 额27.2亿元，较去年春节假期（2025年1月28日—2月4日）增长30.8%；销售件数199.7万件，同比增长 21.9%；购物人数32.5万人次，同比增长35.4%。 ...

春节假期海南接待游客逾1232万人次 新春文旅市场的火热，离不开丰富多元的产品供给与持续升级的游玩体验。今年春节，海南精心策 划万春会、"博物馆里过大年"、"全民健身迎新春，活力海南贺新年"等260余项文旅体活动，推出三 亚"海棠故事"、保亭"七仙奇梦"不夜城、万宁中旅逐浪度假区等超41个旅游新项目、新产品，以全新的 游玩体验，持续激发市场消费活力。 今年春节，许多游客选择"在路上"度假，海南环岛旅游公路、海南环热带雨林国家公园旅游公路， 吸引了众多游客打卡拍照、休闲露营。数据显示，春节假期海南环岛旅游公路总游客量按可比口径同比 增长16.7%，海南环热带雨林国家公园旅游公路总游客量同比增长8.7%。 假期里，游客的脚步不只停留在三亚、万宁、陵水等传统热门区域，昌江棋子湾等西线滨海景区预 订量也持续攀升，酒店入住率保持高位。数据显示，全省18个市县接待游客和旅游总收入均实现正增 长，其中海口、三亚、儋州、文昌、琼海、万宁、屯昌、临高、乐东、保亭、陵水、白沙、昌江等13个 市县均为2位数增长，真正实现了"全域开花、处处红火"。 火热的市场背后，是坚实有力的服务保障与安全监管。今年春节，全省旅游市场运行安全有序， ...

Core Insights - The tourism market in Hainan experienced a significant boost during the New Year holiday, marking the first holiday after the full closure of the Hainan Free Trade Port, with 2.1716 million visitors and a total spending of 3.136 billion yuan, representing growths of 25.2% and 28.9% respectively compared to 2025 [1] Group 1: Visitor Statistics - Hainan received 976,100 overnight visitors, an increase of 16.1%, and 1,195,500 one-day visitors, up by 33.7% [3] - A-level tourist attractions welcomed 1.4216 million visitors, reflecting a growth of 35.5%, while rural tourism spots saw a 66.3% increase with 361,800 visitors [3] Group 2: Booking Trends - Data from various platforms indicated a substantial rise in bookings for flights, hotels, tickets, and car rentals, with flight and train ticket bookings in Haikou and Sanya increasing by 49% year-on-year [3] - The booking volume for tickets in Hainan surged by 270% and car rental bookings rose by 120% compared to the previous year [4] Group 3: International Tourism - Foreign tourist arrivals in Hainan saw remarkable growth, with Haikou and Sanya being the fastest-growing cities for inbound flight bookings, increasing by over three times and five times respectively [4] - The trend of "shopping before tourism" has become more pronounced, with nearly 50% of users prioritizing duty-free shopping during their visits [7] Group 4: Future Developments - In response to the surge in international visitors, Hainan plans to enhance its tourism service environment and develop more culturally and naturally inspired tourism products to attract international tourists [7]

Group 1 - The tourism market in Hainan experienced significant growth during the New Year holiday, marking a successful start for the Hainan Free Trade Port after its full closure [1] - Flight and train ticket bookings to Hainan increased by 49% year-on-year, with major cities like Beijing, Chengdu, and Shanghai being the primary sources of visitors [1] - Hotel bookings in Hainan saw a remarkable increase, with four-star hotel reservations rising by 61% compared to the previous year [1] Group 2 - Traditional attractions maintained their appeal, with Haikou's Qilou Old Street welcoming 117,600 visitors, an increase of 86.81% year-on-year [2] - The Sanya International Duty-Free City and other shopping areas experienced a significant rise in hotel occupancy, with increases exceeding 100% due to the combination of shopping and tourism [3] - Sanya is focusing on enhancing service quality and stabilizing market order by implementing government-guided pricing for hotel rooms and offering special packages [3]

Core Insights - The article highlights the strategic positioning of two companies, Pingtan Development and Haixia Innovation, as key beneficiaries of regional opening strategies due to the dual catalysts of Pingtan's customs closure and the accelerated release of cross-strait integration policies [1] Group 1: Pingtan Development - Pingtan Development has established a green transformation path through a 533 million yuan investment in renewable energy, focusing on a dual drive of solar and wind power [2] - The company is set to benefit from tax incentives for new energy projects post-customs closure and aims to meet the green electricity trading demand from Taiwan [2] - Pingtan Development's business model includes a triad of "solar + duty-free + logistics," with a significant consumer market potential estimated at 10 billion yuan from duty-free projects [2] - The company's net profit attributable to shareholders increased by 38.39% year-on-year, and its debt-to-asset ratio improved to 41.28%, indicating a solid financial foundation for expansion [2] - Despite a net outflow of 157 million yuan in early trading, large transactions remained robust, reflecting ongoing market interest [2] Group 2: Haixia Innovation - Haixia Innovation, the only state-owned listed company in Pingtan, plays a crucial role in regional digital infrastructure and cross-strait data integration [3] - The company has developed a computing center with a capacity of 2300P, positioning itself as a key node in the provincial computing network [3] - Haixia Innovation's internet hospital initiative facilitates cross-strait medical resource sharing, enhancing its competitive edge in the healthcare sector [3] - The company's net profit attributable to shareholders surged by 66.87% year-on-year, with significant trading activity indicating strong market engagement [3] Group 3: Investment Logic - The sustained strength of both companies is attributed to the interplay of policy certainty, improving performance trends, and proactive capital pricing [4] - Pingtan Development's stock has risen by 186.76% this year, while Haixia Innovation has seen a more than 60% increase in the last five trading days, reflecting strong market expectations for policy benefits [4] - Both companies are positioned at the lower end of historical valuation ranges, suggesting potential for valuation recovery as policies are implemented [4] - The complementary nature of Pingtan Development's focus on "new energy + consumption" and Haixia Innovation's emphasis on "computing power + healthcare" creates a robust regional industrial barrier [4]