南海网记者叶长文 通讯员陈煦 （三）免税额度用尽。海关计征税款时，对旅客超出年度免税购物额度或者超出限量购买的商品，适用离岛免税商店商品零售价格所对应的税 率。 举个例子：颜女士经常到海南旅游、购物，年度免税购物额度已用完。本次她在离岛免税购物时购买1瓶售价为2000元的100mL海蓝之谜面 霜。根据政策规定，她应当按照高档面霜（单位完税价格≥10元/mL）50%税率缴税1000元。 三、适用对象有限制 "五一"假期，海南岛旅游购物热度攀升。为帮助游客畅享政策红利，海口海关梳理了最新政策要点，涵盖免税额度、超限征税、提货要点及风 险提示，助您购物无忧。 一、免税有额度 离岛旅客每人每年免税购物额度为10万元人民币，不限次数。离岛免税商品实行正面清单管理，除化妆品、手机、酒等3类商品限量外，其余 首饰、工艺品、手表、箱包、服装等42类商品不限件数。超出免税限额、限量的部分，照章征收进境物品进口税。旅客购物后乘飞机、火车、 轮船离岛记为1次免税购物。 二、超限要征税 （一）部分超出免税额度。离岛旅客年度免税购物额度中如有剩余（或者未使用），在缴税购买超出免税限额的商品时，海关以"离岛免税商 店商品零售价格减去剩余 ...

说到中国北疆的宝藏旅行地，怎么能不提满洲里？这座与俄罗斯接壤的边境小城，藏着太多意想不到的 惊喜。而其中最让我念念不忘的，莫过于那个既能"剁手"买遍俄罗斯好货、又能沉浸式感受异国风情 的"中俄互贸免税区"。怎么说呢……如果你以为这里只是个普通购物点，那可就大错特错了！ 高端美妆与轻奢的性价比之战 雅诗兰黛小棕瓶比国内专柜便宜近30%，瑞士莲巧克力堆成小山任你挑……但更让我挪不开脚的，是那 些在国内难得一见的俄罗斯本土品牌。比如主打天然成分的"娜塔莎"护手霜，铝管包装复古得像是从苏 联老电影里拿出来的道具，涂上手却滋润到能扛住草原的狂风。 舌尖上的欧亚大陆 从边贸小市场到国家级试验区：免税区的"前世今生" 站在免税区入口，看着眼前极具俄式风情的尖顶建筑群，你很难想象这里曾是1992年国务院批准的首批 跨国互市贸易区之一。当年，这里不过是个以物易物的小型边贸市场，而如今却成了中俄贸易的"黄金 走廊"。 2015年是个转折点。呼伦贝尔旅业集团与满洲里互贸区管委会联手投资5亿元，把这片区域彻底升级成 了集免税购物、文旅体验、仓储物流于一体的"超级综合体"。对了，突然想起个冷知识：这里还是中国 唯一由单一企业（满洲里中 ...

系全国首个免税商业国家级景区 海南日报三亚4月30日电(海南日报全媒体记者 李梦楠)4月29日，三亚国际免税城旅游区举行国家 4A级旅游景区揭牌仪式。这是全国首个以免税商业为核心载体的国家级旅游景区。 据悉，景区由三大主建筑集群及地标景观"云戒桥"串联而成，以"建筑艺术美学"为核心吸引力，将 高端购物与文旅体验进行深度融合。即将到来的"五一"假期是三亚国际免税城升级景区后的首个小长 假，期间免税城将开启多元主题活动，以缤纷惊喜礼遇、创意消费场景和精彩互动环节吸引游客参与体 验。 三亚国际免税城挂牌国家4A级景区 即日起至5月5日，三亚国际免税城旅游区推出全品类精选品牌享5倍积分，美妆精选品牌享多件多 折，更有满额赠积分、满额立减、满额礼赠等超值礼遇，同时，三亚市政府发放的免税专项消费券同步 可用，共有六档满减面额供消费者选择。节日期间，免税城还将联合雅诗兰黛集团打造"主角之夜"快闪 店，热带主题激光秀、限定派对演出及"一夜店长"互动环节将陆续上演，为游客呈现视听与购物融合的 沉浸式体验。 购物体验方面，三亚国际免税城旅游区打造"户外运动街区"，以海岛网球热力场为核心场景，集结 11家优质户外品牌，搭配互动体验 ...

在威士忌博物馆内探索陈年奥秘、到全球首个"免税商业"AAAA级景区体验国际奢品，去免税城感受国潮风尚畅享新中式美学……"五一"假期，中免海 南区域六家门店精心联动，整合特色"免税+文旅"资源，携手千余家全球大牌，集结时尚精品、腕表、珠宝、化妆品等全品类，营造免税消费新场景、推出 免税购物新活动，打造"购物+体验"双轮驱动的消费盛宴，为消费者呈现一场涵盖时尚、艺术、娱乐与超值优惠的假日狂欢。 五倍积分、品牌联动、中免定制，点燃五一消费购物热潮 五一期间将在cdf海口国际免税城推出首个国风美学空间——中免悦享花园，设置了三大互动打卡点"花容苑""祥铃亭""花韵亭"，策划了国风牡丹花使簪 花巡游，为游客献上美好国风之旅。 同时，cdf海口国际免税城内的3000㎡"威士忌博物馆"集结了1400余款精选威士忌，涵盖400余瓶高端、罕见及独家产品，囊括全球前十大威士忌品牌， 推出十余项个性化服务，五一期间进店答题打卡，可享惊喜好礼，沉浸式让消费者深入了解威士忌的制作工艺，探索不同品牌威士忌的独特风味和故事。 cdf日月广场免税店联合TOM FORD、BOBBI BROWN和Shu Uemura等国际一线彩妆品牌，打造「夏 ...

Core Viewpoint - During the "May Day" holiday, China Duty Free Group (CDFG) is launching new duty-free shopping experiences in Hainan, integrating cultural tourism with shopping to enhance consumer engagement and drive sales [2][4]. Group 1: New Shopping Experiences - CDFG is creating immersive shopping experiences by combining duty-free shopping with cultural tourism, featuring over a thousand brands and various activities [2]. - The Haikou International Duty-Free City is introducing the first national style aesthetic space, "CDFG Enjoyment Garden," with interactive points and cultural performances [2][3]. Group 2: Promotional Activities - CDFG's six stores in Hainan are offering extensive promotional activities, including five times the points on selected brands, discounts on beauty products, and exclusive limited-edition items [4]. - Special events such as the "Main Character Night" by Estée Lauder and outdoor sports street openings are planned to attract consumers [3]. Group 3: Consumer-Centric Services - CDFG is enhancing consumer convenience by providing services like luggage storage, wheelchair rentals, and an electronic navigation system to assist travelers in finding stores easily [4]. - Membership benefits include gift upgrades, birthday vouchers, and exclusive VIP activities to improve the overall shopping experience [4].

Group 1 - The company has changed its name from "Gree Real Estate Co., Ltd." to "Zhuhai Zhuhai Duty-Free Group Co., Ltd." and its stock abbreviation from "Gree Real Estate" to "Zhuhai Duty-Free Group" while maintaining the stock code "600185" [2][4] - The decision for the name and abbreviation change was approved during the board meeting on March 18, 2025, and the second extraordinary general meeting of shareholders on April 18, 2025 [2][3] - The change reflects the company's strategic transformation towards a focus on duty-free business, as the company has completed a major asset swap and is gradually exiting the real estate sector [3][4] Group 2 - The company reported a main business revenue of 5.201 billion RMB in 2024, with duty-free product sales contributing 2.441 billion RMB, accounting for 46.94% of the total revenue [3] - The new name and abbreviation are intended to better align with the company's core business direction and future strategic goals [3][5] - The change in stock abbreviation will take effect on May 8, 2025, and is not expected to mislead investors or harm the interests of the company and minority shareholders [5]

Core Insights - The report indicates that the current market sentiment score is 62, categorizing it as "relatively hot," suggesting a positive outlook for the market [6][10]. - Recent policy support and improved market sentiment have led to an upward trend in the market, with historical data showing that a sentiment score below 30 provides support, while above 90 indicates resistance [10]. Theme Tracking - **Cross-Border Payment**: The People's Bank of China has issued a plan to enhance cross-border financial services, aiming to improve service levels for enterprises going abroad. Related stocks include Cross-Border Communication (002640) and Qingdao Jinwang (002094) [7]. - **Virtual Power Plants**: The National Development and Reform Commission and the National Energy Administration have released guidelines to advance virtual power plant development, targeting a capacity of over 20 million kilowatts by 2027 and 50 million kilowatts by 2030. Related stocks include Guoneng Rixin (301162) and Kehua Data (002335) [7]. - **Duty-Free Theme**: The Ministry of Commerce and other departments have announced measures to optimize the departure tax refund policy, aiming to enhance inbound consumption. Related stocks include China Duty Free (601888) and Wangfujing (600859) [7]. Market Capital Flow - The report lists the top ten stocks with the highest net inflow of funds, with Liou Co., Ltd. (002131) leading at 884.26 million yuan, followed by Zhaoyi Innovation (603986) at 581.87 million yuan [11][12]. - The report also highlights the top ten stocks with the highest net outflow, with Shenghong Technology (300476) showing a net outflow of -389.52 million yuan, followed by Huayin Power (600744) at -387.68 million yuan [13][23]. Industry Overview - The report provides insights into the net inflow and outflow of funds across various industries, indicating that the machinery and home appliance sectors have seen significant net inflows, while the public utilities and food and beverage sectors have experienced notable net outflows [17][18].

4 月 29 日晚，中国中免正式公布了 2025 年 1 季度财报。由于不久前海豚投研刚详细点评过年度业绩，且 A 股季报披露的信息相当有限，本次就仅做一个简要的 快评： 1、最差时间已过？收入下滑趋于收窄 ：25 年一季度公司总收入 167.5 亿元，同比跌幅明显收窄到 11% 。虽然尚未完全扭转收入下滑的趋势，但相比之前 3 个季 度 20% 上下的收入跌幅，但 出现了初步的企稳迹象 ，最差的时间可能已经过去。 结合整体离岛免税行业的数据看，在海南旅游旺季、也是对免税行业最重要的 1 季度，海南岛接待游客数增长已同比回正到 6%。但 离岛免税购物人次和消费件数 仍同比分别下降了 28% 和 26%， 可见 "只看不买"、游客到消费者的转化率仍然偏低。 所幸 离岛免税客单价同比显著增长 19.5% 到 1,153 元， 在 持续的免税品销售结构逐渐向高价商品倾斜 的帮助下，虽然销售量仍比较萎靡， 本季离岛免税的销售 额同比跌幅已收窄到 11% 。相比先前 3 个季度 40% 上下的同比跌幅也是显著好转，同样呈现出最差情况已过的信号。 2、毛利率跌幅同样企稳： 伴随着营收跌幅的缩窄，中免在去年四季度呈现的重要 ...

【导读】5月8日起，"格力地产"正式变更为"珠免集团" 见习记者 杨晨 4月29日晚间，格力地产发布公告称，公司已完成公司名称变更事项的工商变更登记手续。至此，"格力地产股份有限公司"这一名称正式宣告变更为"珠海 珠免集团股份有限公司"，注册资本为18.85亿元人民币。 同时，该公司股票证券简称将自2025年5月8日起由"格力地产"变更为"珠免集团"，公司股票证券代码保持不变，仍为600185。 | 证券代码:600185 | 证券简称:格力地产 公告编号:临 2025-031 | | --- | --- | | 债券代码:250772 | 债券简称:23 格地 01 | 格力地产表示，公司对公司名称和证券简称进行变更，是为更好地体现公司战略转型后的主营业务方向。变更后的公司名称及证券简称更符合公司主业定 位和未来战略方向。 为从地产行业转型，格力地产在2024年完成了一场影响深远的战略重构。通过重大资产置换，格力地产将上海、重庆、三亚等地的5家房地产子公司100% 股权及相关债务，与珠海投资控股有限公司持有的珠海市免税企业集团有限公司51%股权进行了资产置换，标志着格力地产全面转向免税消费赛道。 2024年 ...

去年全球免税市场增速放缓，未能回到疫情前水平。同时，受台风"摩羯"、出境消费增加、国货品牌的竞争，以及消费者对性价比的更高要求 影响，去年海南离岛免税市场遇冷。 在此背景下，中国中免业绩持续承压，继去年四季度大幅下滑后，今年一季度，营收、净利润再次双位数下滑，但降速趋缓，Q1营收同比下滑 10.96%、净利润下降15.8%。 4月29日，中国免税行业龙头——中国中免公布2025年Q1业绩报告，要点如下： | Items | Reporting Period RMB | Corresponding period of last year | Increase/decrease for the Reporting Period as compared | | --- | --- | --- | --- | | | | | with the | | | | RMB | corresponding | | | | | period of last year | | | | | (%) | | Operating income | 16,746,050,116.23 | 18,807,168,696.39 | -10. ...