近期以来，黎平县税务局组建专业辅导税宣服务队，深入肇兴侗寨开展"送政策、问需求、求服务"专项活动，向 商户、旅客普及税费知识、解答涉税疑问，以暖心、贴心的服务助力侗寨文旅产业发展。 "我们做侗布、绣品都是小本生意，以前总觉得税务事项复杂，心里没底。"黎平县肇兴艺染坊老板陆引阳坦言。 税务服务队的到来，为她打消了顾虑。"原来像我们这样的店月销售不超过10万元的，国家有政策直接免增值税， 我心里的石头总算落地了。"针对侗寨内个体工商户和小微企业的特点，税务人员提前梳理实用性强、贴合度高的 税费政策，用通俗易懂的家常话细致讲解，让纳税人听得明白、用得放心，切实把政策红利转化为安心经营、放 心创业的底气。 "税务干部不仅详细讲解了我们可以享受的优惠政策，还主动问我们经营上有什么困难，让我倍感暖心。他们讲得 明白，我们享受政策红利的时候心里也踏实。"经营黎平县肇兴溪舍山堂店的李妮由衷点赞，是对服务队最真切的 肯定。诚信经营、依法纳税既是责任担当，更是企业行稳致远、安心发展的坚实保障。 此次走访商户30余家，收获了纳税人缴费人的积极反馈与高度认可。下一步，黎平县税务局将继续秉持以纳税人 为中心的服务理念，将互动辅导常态化 ...

消息面上，上海发布楼市"沪七条"，符合条件非沪籍居民可在外环内增购1套住房；持《上海市居住证》满5年及以上群体可在本市购买住房。 影视股再跌，博纳影业、横店影视2连跌停，中国电影跌超8%，光线传媒跌超5%。 | | 影视传媒 | | | | | --- | --- | --- | --- | --- | | | 901.75,-0.65% | | | | | 新闻 大V | 成分 资金 | | | | | 博纳影业 | | 10.34 | -10.01% | 0.00% | | SZ001330 | | | | | | 横店影视 | | | | | | SH603103 | | 28.27 | -10.00% | 0.00% | | 市值龙头10 | | | | | | 中国电影 | | | | | | SH600977 | | 15.32 | -8.26% | +0.39% | | 市值龙头5 | | | | | | 果麦文化 | | 43.05 | -6.62% | -0.02% | | 创 SZ301052 | | | | | | 光线传媒 | | | | | | 创 SZ300251 | | 20.6 ...

2026年的春节，注定要在中国消费市场上留下浓墨重彩的一笔。 如，京东调研显示，29.0%的人强调行程安排更注重深度体验，如增加非遗、手作、民俗等项目，而非 走马观花式打卡。 假期延长一天，带来的不仅仅是数字的简单叠加，而是消费场景的几何级扩张。 2月20日，北京，第四十届龙潭春节文化庙会年味十足。游客在庙会品小吃、赏民俗、度过春节假期。 图为家长带着小朋友逛庙会。中新社记者 贾天勇 摄 在北京，9天超长假期累计接待游客1984.3万人次，实现旅游总花费331.4亿元。人气旺、消费热、年味 浓、科技范、国际化是首都消费活力的集中呈现。 向西看，四川的表现同样惊艳。春节假期，四川共接待游客5860.97万人次、旅游总花费445.74亿元，同 比分别增长14.68%、13.35%。 南边的经济第一大省广东也是"人财两旺"，广东省文化和旅游厅发布数据显示，据初步测算，2026年春 节假期九天，广东接待游客8658.9万人次，较2025年春节假期八天增长8.1%；实现旅游收入848.9亿 元，增长13.9%。 每一个百分点的增长背后，都是涌动的人潮与升腾的烟火气。 当9天的超长假期遇上持续加码的政策红利，再叠加中国人 ...

格隆汇2月19日｜据央视财经，2026年，"国补"新政全面落地，智能眼镜第一次被纳入了支持范围，可 以享受销售价格15%的补贴，最高不超过500元。"这副眼镜原价3000多元，现在有'国补'的政策，打八 五折。"探访杭州某眼镜店了解到，有"国补"优惠的助力，门店的销量增长了不少，一位工作人员表 示："AI眼镜国补之后，销量是直接翻倍的。"一副智能眼镜，见证着政策红利与市场活力的同频共 振。"国补"送来真金白银的支持，让科技年货走进千家万户；研发人员走出实验室、扎根一线，用快速 迭代回应消费者期待。政策有力度，服务有温度，创新有速度。小小眼镜里，藏着新春的活力，更承载 着未来产业的希望。 ...

Stock Performance - Tiger Securities' stock price experienced significant fluctuations in January 2026, with a notable increase of 5.08% on January 6, reaching $10.97 per share, followed by a decrease of 5.04% on January 7, dropping to $10.56 per share. These fluctuations are linked to market trading activity, although specific reasons remain unclear [2]. Financial Performance - In the financial report released in December 2025, Tiger Securities reported third-quarter revenue of $175 million, representing a year-over-year increase of 73.3%. The net profit was $53.96 million, showing a substantial growth of 201%. The company's client asset scale reached a historic high of $61 billion, with new client deposits exceeding annual targets [3]. Regulatory Environment - On January 16, 2026, the China Securities Regulatory Commission emphasized the need to strictly investigate excessive speculation and market manipulation, aiming to prevent significant market volatility. This regulatory direction may impact the business environment for brokerage firms, including Tiger Securities [3]. Institutional Insights - Guotai Junan raised the target price for Tiger Securities to $13.88 in a report dated December 11, 2025, maintaining a "Buy" rating due to optimism regarding the company's client asset growth potential. Industry analysis suggests that brokerage fundamentals may benefit from the expansion of light asset businesses and policy incentives in 2026 [4].

Investment Rating - The report gives an "Accumulate" rating for the company with a target price of 10.75 CNY [6][22]. Core Insights - The company focuses on its duty-free core business, accelerates category expansion, and benefits from policy dividends, leading to expected high growth in performance [2]. - The company is positioned to benefit from new duty-free store openings at Hengqin Port and Sanya Island, contributing to revenue growth [4]. - The financial forecast predicts revenues of 39.70 billion CNY, 39.74 billion CNY, and 44.80 billion CNY for 2025-2027, with net profits of -1.056 billion CNY, 468 million CNY, and 628 million CNY respectively [17][19]. Summary by Sections Investment Proposal - The report suggests an "Accumulate" rating based on strong growth potential and category expansion [6][22]. - The target price is set at 10.75 CNY, reflecting a 43x PE ratio for 2026 [22]. Company Overview - The company is deepening its layout in the Greater Bay Area and aims to become a national leader in the duty-free sector [24]. - It operates 18 duty-free businesses across various ports, enhancing its national penetration strategy [24]. Financial Forecast - The company expects significant revenue growth in its duty-free segment, driven by increased passenger flow and new product categories [19]. - The financial summary indicates a projected total revenue of 6,997 million CNY for 2023, with a significant increase in gross profit margins expected in the coming years [5][21]. Duty-Free Business Growth - The company has established a strong presence in the duty-free market, with a focus on expanding its product offerings, including electronics and gold [4][34]. - The report highlights the strategic importance of the Hengqin and Gongbei ports, which are expected to drive future growth [4][28]. Policy Benefits - Recent policy changes are expected to enhance the company's competitive position in the duty-free market, particularly with the opening of new stores [29]. - The company is well-positioned to leverage its experience in various port operations to expand its market share [29].

Investment Rating - The report assigns a rating of "Buy" to the company with a target price of 10.75 CNY [6][22]. Core Insights - The company focuses on its duty-free core business, accelerates category expansion, and benefits from policy dividends, leading to expected high growth in performance [2]. - The company is positioned to benefit from the establishment of new duty-free stores at Hengqin Port and Sanya Island, contributing to revenue growth [4]. - The company has successfully integrated 51% equity of Zhuhai Duty-Free, establishing a strategic direction centered on duty-free operations [13]. Financial Summary - Total revenue is projected to be 6,997 million CNY in 2023, with a significant increase of 72.9% from the previous year, followed by a decline in 2024 and 2025 [5][21]. - The net profit attributable to the parent company is expected to be -390 million CNY in 2023, with a forecasted recovery to 468 million CNY by 2026 [5][21]. - The company anticipates a net profit margin improvement, with projections of 11.8% in 2026 and 14.0% in 2027 [21]. Revenue Forecast - Revenue is expected to reach 39.70 billion CNY in 2025, 39.74 billion CNY in 2026, and 44.80 billion CNY in 2027 [17][19]. - The duty-free business is projected to grow by 15% in 2025, 20% in 2026, and 15% in 2027, driven by increased passenger flow and new product categories [19]. Company Overview - The company is a key player in the duty-free market, with a network of 18 duty-free operations across various ports, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [24][28]. - The company has established a strong competitive position due to its scarce duty-free licenses, which are difficult for new entrants to replicate [28]. - The company has a history of expansion and innovation, having started its duty-free operations in 1980 and continuously adapting to market changes [34][39].

经济观察网 2026年2月11日，王府井（600859）免税首都机场T2航站楼免税店正式开业，标志着王府井 首次进入国内超大型国际枢纽机场，布局核心口岸免税市场。该店位于T2航站楼国际隔离区，涵盖香 化、酒水、数码等热门品类，并引入国潮精品，旨在通过"精准商品+文化体验"模式提升竞争力。此次 开业是王府井集团"有税+免税"双轮驱动战略的关键落子，有望借助高端客流推动业务增长。 股票近期走势 机构观点 华金证券2026年2月13日研报指出，免税行业迎来"开门红"，2026年1月海南离岛免税购物金额同比增长 44.8%至45.3亿元，政策端"岛民免税"落地进一步扩容内需。报告认为，王府井作为免税全牌照企业， 有望受益于行业复苏和政策红利，建议关注其免税业务布局。机构综合目标价为18.00元，较当前股价 存在25.44%上行空间。 以上内容基于公开资料整理，不构成投资建议。 近5个交易日（截至2026年2月13日），王府井股价震荡下行，累计跌幅0.97%，区间振幅4.49%。2月13 日最新股价为14.35元，当日振幅1.11%，主力资金净流出954.88万元。技术面显示，股价处于20日布林 带下轨附近（支撑位13 ...

广发证券研报指出，国信证券是老牌综合性券商，盈利韧性凸显，ROE步入提升通道。以自营投资交易 与财富管理为核心驱动、投行与资管为增长点的业务结构，是其高ROA优势的核心支撑。卡位海南政 策高地，深耕大湾区多维协同，奠定长期发展根基。增量资金入市持续，公司财富及泛自营构筑高ROE 优势，叠加政策红利释放，预计公司2026-2027年归母净利润同比+34%、+20%。考虑可比公司估值及 历史估值中枢，给予2026年1.3倍PB，对应合理价值14.47元/股，首次覆盖给以"买入"评级。 ...

综合来看，游戏景气验证+AI漫剧赛道爆发+政策红利释放+史上最长春节档催化，影视行业"政策拐点 +供给回暖+需求验证"的三重共振格局持续强化。影视ETF（516620）跟踪中证影视主题指数 （930781），50只成分股覆盖影视制作、发行、渠道全产业链，一键布局行业复苏。 2、2026年史上最长春节档来临，票房预期向好。 2026年春节档为历史最长春节档，已有多部重点影片 定档大年初一。春节档历来是全年票房的核心贡献窗口，也是影视板块关注度与资金活跃度集中抬升的 阶段。更长的假期意味着更充裕的观影时间窗口和更强的文娱消费释放，今年春节档票房有望再创佳 绩，对板块情绪形成正向提振。 3、"21条"政策红利持续释放，长剧集回暖信号明确。 广电总局"21条"新政从集数放开、审查提速、古 装松绑等维度系统性释放供给端活力，行业拐点信号明确。以今年热播的古装剧《太平年》为例，该剧 公示集数为40集，定档官宣后最终播出集数调整为48集，反响热烈，充分印证了集数放开政策对优质内 容供给的正向激励效应。供给出清尾声叠加政策松绑，中长期估值修复空间正在打开。 4、AI视频模型再迎突破，漫剧赛道直接受益。 字节跳动最新视频大模型 ...