中新网三亚2月24日电 (张月和)海南自贸港全岛封关后的首个春节假期，三亚离岛免税消费火爆。据三 亚市商务局统计，2月15日至23日，该市四家免税店销售额19.6亿元，与去年同期比较增长187%；与去 年春节假期比较增长23.7%，其中连续7天销售额突破2亿元，创历年春节长假最旺业绩。 2月18日，cdf三亚国际免税城内人流如织。(cdf三亚国际免税城 供图) "今年春节假期，三亚各个免税店里都人潮涌动，免税商品更多了，我们购买时选择的空间也更大 了。"2月24日，在国药中服免税三亚店内，新疆游客玛依拉正在选购香化产品，连续多年到三亚过春节 的她感受到了海南自贸港封关带来的变化，"我注意到最近几次离岛免税新政的施行，对消费者来说， 无疑是好消息。" 海南离岛免税新政、自贸港封关带来的政策红利长尾效应正在显现。作为海南离岛免税消费重镇，今年 春节假期，三亚离岛免税市场呈现消费、人气两旺的火爆态势。cdf三亚国际免税城、三亚海旅免税 城、国药中服免税三亚店进店人数分别同比增长16.2%、19.1%、99.4%。 国药中服免税三亚店相关负责人介绍，今年春节假期，该店紧扣海南自贸港封关运作下的离岛免税、离 境退税、岛 ...

新政首次将离境旅客纳入离岛免税政策享惠对象，离岛且离境旅客购买离岛免税商品金额计入其每 年10万元人民币的免税购物额度，香化、数码产品及免税酒水成为最受青睐的品类，离境旅客充分享受 到更具性价比的购物体验。 此外，新政一大突破是允许包括服装服饰、丝巾、咖啡、茶等6类国内商品进入离岛免税店销售， 享受退(免)增值税、消费税。优质国货可以通过离岛免税窗口，以更优惠的价格面向国内外旅客。 海口海关口岸监管处处长郭建盟介绍，下一步，海关将持续强化监管服务，推动政策效应持续释 放。同时，加大监管力度，营造健康有序的购物环境，助力海南自贸港离岛免税产业高质量发展。(记 者 曹马志 通讯员 王菁) 海南离岛免税新政对扩大商品范围、允许国内商品免税销售、扩大适用人群至离境旅客、便利岛内 居民购物等作出多项调整，进一步满足了旅客多元购物需求。 新政规定，对一个自然年度内有离岛记录的岛内居民，允许其在本自然年度内不限次数购买化妆 品、香水、服装服饰、箱包等15类"即购即提"商品。"即购即提"提货方式为岛内居民提供了极大的便 利，海口国际免税城一位店员表示："新政实施以来，到店购物的本地居民明显增多，尤其是化妆品和 服装区域。" ...

Investment Rating - The report maintains an "Overweight" rating for the retail industry [1] Core Insights - The implementation of the new duty-free policy in Hainan since November 1 has led to a significant increase in duty-free sales, with a year-on-year growth rate of 27.1% in November [4][9] - Following the closure of the island on December 18, the duty-free market in Sanya has seen a surge, with sales exceeding 1 billion yuan for five consecutive days, and a total sales amount of 5.35 billion yuan from December 18 to 22, marking a 50.3% year-on-year increase [4][9] - The average transaction value for duty-free sales in November 2025 reached 7,227 yuan, a 41% increase compared to the same period last year [4][10] - The report suggests monitoring companies that benefit from the duty-free policy, including China Duty Free Group, Hainan Airlines Group, and Wangfujing [4][10] Summary by Sections Industry Trends - The retail industry has shown a positive trend with the duty-free sales in Hainan experiencing a notable increase post-policy implementation [4][9] - The average price of high-value items like gold and smartphones has decreased significantly compared to mainland prices, contributing to higher average transaction values [4][10] Market Performance - The retail index increased by 10.00% year-to-date, while the broader market indices such as the Shanghai Composite Index rose by 18.26% [11][12] Company Valuation Table - The report includes a valuation table for various companies in the retail sector, highlighting their market capitalization and projected earnings [18][19]

Group 1 - The core point of the article is that the new duty-free policy in Hainan has resulted in a shopping amount of 2.38 billion yuan in its first month of implementation [1][2][3] Group 2 - The shopping amount of 2.38 billion yuan reflects a significant consumer interest and engagement with the new policy [1][2][3] - The implementation of the duty-free policy is expected to boost the local economy and attract more tourists to Hainan [1][2][3] - The initial success of the policy may lead to further enhancements and expansions in the duty-free shopping sector in Hainan [1][2][3]

Core Insights - The new duty-free shopping policy for travelers in Hainan has led to over 200 billion yuan in sales and 30 million shoppers since its implementation on July 1, 2020 [1] - The policy has introduced various convenient delivery methods, attracting numerous tourists and stimulating rapid growth in related industries [1] - Duty-free enterprises are actively engaging in the "first store, first launch, first show" economy, bringing in many international brands and integrating the duty-free policy with Hainan's culture, sports, and tourism sectors [1] - The market vitality of Hainan's duty-free shopping has significantly increased as the effects of the policy continue to unfold [1] - The customs authority has implemented smart regulatory measures to enhance efficiency, including a "concentrated + automatic" review model and drone delivery of duty-free goods [1]

Core Insights - The new duty-free shopping policy for travelers in Hainan has led to over 200 billion yuan in sales and 30 million shoppers since its implementation on July 1, 2020 [1] - The policy has introduced various convenient delivery methods, attracting numerous tourists and stimulating rapid growth in related industries [1] - Duty-free enterprises are actively engaging in the "first store, first launch, first show" economy, bringing in many internationally renowned brands [1] Regulatory and Service Enhancements - Hainan's duty-free market has shown significant vitality due to the continuous release of policy effects [1] - The customs authority has implemented a "concentrated + automated" order review model and drone delivery for duty-free products to enhance regulatory efficiency [1]

Group 1 - The Hainan duty-free shopping policy has led to over 2000 billion RMB in sales and 30 million shoppers since its implementation on July 1, 2020 [1] - The annual duty-free shopping limit per person has increased from 30,000 RMB to 100,000 RMB, and the number of duty-free product categories has expanded from 38 to 45 [1] - New product categories include bird's nest, alcoholic beverages, and electronic consumer products, enhancing the shopping experience for travelers [1] Group 2 - Duty-free enterprises in Hainan are actively introducing new brands and accelerating the restocking of popular products, benefiting from new shopping models like "immediate purchase and pick-up" [1] - The integration of duty-free policies with cultural, sports, tourism, and exhibition sectors is being promoted through initiatives like "first store, first launch, first show" [1] - The customs authority has implemented smart regulatory measures, including a "concentrated + automatic" review model and drone delivery for duty-free products to enhance regulatory efficiency [2]