26年1月海南客流及离岛免税销售更新 美兰机场（1.1-1.31，春节错位） 1）旅客吞吐量274.6万人次，同比-5.4%；航班起降架次1.9万架次，同比-7.2%。 全月同比增速放缓主要受去年同期包含春节假期错位影响（25年春节假期为1月28-2月4日共8天）。 2）2025年累计旅客吞吐量2685.1万人次，同比-6.4%；累计起降架次18.4万架次，同比-0.5%。 凤凰机场（1.1-1.31，春节错位） 1）旅客吞吐量244.8万人次，同比-1.0%；航班起降架次1.4万架次，同比+1.7%。 2）2025年累计旅客吞吐量2268.6万人次，同比+5.9%；起降架次13.8万架次，同比+5.4%。 # 春节临近三亚酒店涨价趋势已现 春节前第二/三/四周（25.12.29~26.1.25）三亚酒店每晚均价——五星级同比+20%/+8%/+16%，四星级同比 +9%/+6%/-3%，三星级同比+23%/+22%/+20%，三星级以下同比+57%/+29%/+32%。 # 验证旅游景气向上趋势 # 中免销售额： 26年1月预计中免各店铺销售额约50亿元，同比+10%左右，折扣力度82折左右。 2）2025 ...

中新网大连2月3日电 近日，在大连周水子国际机场进境免税店内，琳琅满目的免税商品在货架上整齐 陈列，随着节日消费旺季的临近，前来购物的旅客络绎不绝。 "我们最怕旺季期间断货了，一旦货品供应跟不上，就错过了这波消费高峰。"大连周水子国际机场进境 免税店物流部经理王婧说。 以往，针对在异地进口的免税商品，企业采取先运至调拨中心库办理报关入库、再调拨至门店仓库的方 式，流程环节多、耗时久、成本高，难以满足集中补货需求。 通过送政策上门、跨关区协同与全流程跟踪服务等系列"组合拳"，传统的"多库周转、分段申报"模式 被"一次转关、直达门店"的集约化流程所取代。如今，海运进境的免税品可通过转关方式直接运至机场 门店仓库，周转环节与申报手续大幅缩减。 "装卸次数减少两次，既节省了时间，也降低了货损风险和物流成本。"负责物流运营的工作人员王民良 表示，"现在我们能采取'多批次、小批量'的灵活备货策略，既减轻库存压力，又保证了旺季货架充 盈。" 据统计，2025年大连空港口岸进出境航班1.08万架次、进出口货运量6.61万吨，分别增长9.6%和 8.01%。(完) （文章来源：中国新闻网） 为保障辖区免税店节日期间货品供应充足 ...

Core Viewpoint - The integration of duty-free shopping and tourism in Hainan is being enhanced by Haikou Duty-Free, leveraging the opportunities presented by the Hainan Free Trade Port policies to stimulate consumer spending during the peak travel season [2]. Group 1: Duty-Free Shopping Initiatives - Haikou Duty-Free celebrated its fifth anniversary on January 31, attracting numerous consumers and showcasing the vibrant atmosphere of Hainan's tourism market during the Spring Festival [2]. - The anniversary event featured various consumer incentives, including all-channel discounts, immersive experiences, and a blend of online and offline interactions, aimed at creating new duty-free shopping experiences [2]. - Key product categories highlighted during the event included cosmetics, alcoholic beverages, electronics, and luxury goods, with promotions such as flash sales and multiple reward points [2]. Group 2: Consumer Experience and Feedback - Consumers expressed positive feedback regarding the enhanced variety and affordability of duty-free products post-closure, with one customer saving nearly 1,000 yuan on a desired smartphone during the flash sale [2]. - Another visitor noted the transformation of duty-free stores into lifestyle hubs, emphasizing cultural engagement and interactive experiences rather than just shopping [2]. Group 3: Future Strategies - Following the full closure operation of the Hainan Free Trade Port, the duty-free policies are becoming more stable, with ongoing improvements in the business environment and upgrades in product categories, pricing, and services [2]. - Haikou Duty-Free plans to capitalize on the advantages of the Free Trade Port policies by focusing on a "tourism retail" model, introducing youthful IPs, and innovating shopping experiences to elevate duty-free shopping into a lifestyle experience [2].

Core Insights - The article highlights the opportunity presented by the Hainan Free Trade Port's closure policy, aiming to unleash the potential of duty-free consumption on the island [1] Group 1: Event and Consumer Engagement - The Haikou Global Duty-Free City celebrated its fifth anniversary on January 31, attracting a large number of consumers and creating a lively atmosphere for the upcoming Spring Festival tourism market [1] - The anniversary event featured multi-channel discounts, immersive experiences, and online-offline integration, promoting a series of consumption initiatives to enhance the duty-free shopping experience [1] Group 2: Consumer Experience and Feedback - Consumers expressed positive feedback regarding the price advantages and new shopping experiences, with one visitor noting significant savings on a desired smartphone during a flash sale [1] - Another visitor remarked on the transformation of duty-free shops into cultural and interactive urban landmarks, highlighting the enhanced consumer experience beyond mere shopping [1] Group 3: Policy and Market Implications - Following the full closure operation of the Hainan Free Trade Port, the duty-free policies have become more stable, leading to an improved business environment and a significant upgrade in the variety, pricing, and service of duty-free products [1] - The company plans to leverage the advantages of the Free Trade Port policy to deepen the "tourism retail+" model, introduce youthful IPs, innovate shopping scenarios, and elevate duty-free shopping into a lifestyle experience [1]

机构：信达国际 研究员：陈乐怡 第三季收入跌幅收窄，第四季旅遊旺季收入料重拾動能公司首三季收入為398.62 億元人民幣，按年跌 7.3%，純利為30.52億元人民幣，按年跌22.1%，單計第三季收入117.11 億元人民幣，按年微跌0.4%，跌 幅較上半年的10%收窄。海南離島免稅7 至9 月銷售額合計54.02 億元人民幣，按年跌2.6%，按年降幅較 4 至6 月收窄1.6 個百分點，其中9 月海南離島免稅月度銷售額按年增長3.4%，在同期低基數下錄得18 個月以來首次增長 ，公司第三季收入表現優於海南全島。海南旅遊旺季推動下，10 月至11 月離島免稅 銷售均錄雙位數按年增長，新增城市市內免稅店下半年集中開業，加上免稅政策利好，第四季收入料重 拾增長。 海南封關首月數據強勁，春節假期數據料成潛化劑海南自由貿易港自2025 年12 月18 日正式啟動全島封 關運作，免稅優惠對象擴大至所有自海南島離境的旅客，早期「離島免稅」主要面向從海南飛往內地其 他地區的旅客，重點是境內旅客，最新安排則可覆蓋國內外旅客。而每名海南居民在一年內有離島紀 錄，不限次數購買離島免稅商品，額度10 萬元人民幣，變相代購重臨，消費 ...

1月30日，财政部举行新闻发布会，介绍2025年财政收支情况。财政部关税司副司长吴京芳表示，封关 运作推动人流、物流等要素在海南聚集，带动离岛免税政策效应进一步扩大，成为海南旅游消费的强力 增长极。封关以来截至2026年1月27日，离岛免税销售金额62.8亿元，购物人数98.1万人次，购物件数 460万件，同比分别增长35.9%、21%、8.2%。 ...

Group 1 - The core viewpoint of the article highlights that since the implementation of the new duty-free policy in Hainan on November 1, 2025, the total shopping amount has exceeded 10.05 billion RMB, with 1.326 million shoppers, representing a year-on-year increase of 25.32% and 1.84% respectively [1] - The new policy has expanded the categories of duty-free goods to 47, allowing six categories of domestic products to be sold duty-free, thus broadening the scope of beneficiaries [1] - The shopping experience has been enhanced, with consumers showing interest in new product categories such as Bose noise-canceling headphones, and stores are conducting promotions with discounts as low as 30% [1] Group 2 - Since the implementation of the new policy, foot traffic has increased by 35.4% and sales revenue has grown by 25.8% compared to the same period last year [2] - The shopping trend is shifting from bulk purchasing to experiential shopping, with more customers preferring to shop in interactive environments [2] - Hainan plans to further enrich the supply of duty-free goods and enhance service levels, including the implementation of a "zero tariff" policy for daily consumer goods and the expansion of duty-free shops [2]

Group 1 - The core viewpoint of the article highlights the initial effectiveness of the upgraded tax incentives in Hainan Free Trade Port following the full closure of the island [1] - As of January 27, 2026, the value of "zero tariff" goods imported reached 857 million yuan, a year-on-year increase of 243%, covering various industries such as chemicals, mining, and healthcare [1] - The number of "zero tariff" product categories has expanded to approximately 6,600, accounting for 74% of all product categories, which is an increase of nearly 53 percentage points compared to before the closure [1] Group 2 - The conditions for the duty-free policy on processing and value-added goods have been relaxed, allowing more enterprises to benefit from this incentive [2] - As of January 27, 2026, the value of duty-free processed goods sold from Hainan to the mainland reached 101 million yuan, with tax reductions amounting to 3.867 million yuan [2] - The number of newly established foreign-funded enterprises in Hainan reached 409, representing a year-on-year growth of 23.56% [2] Group 3 - The relaxation of the duty-free shopping policy for departing travelers has further stimulated local consumption [3] - As of January 27, 2026, the duty-free sales amount reached 6.28 billion yuan, with 981,000 shoppers and 4.6 million items purchased, reflecting year-on-year increases of 35.9%, 21%, and 8.2% respectively [3] - The local general public budget revenue for Hainan in 2025 is projected to be 90.37 billion yuan, a year-on-year increase of 1.5% [3]

近日，中免集团正式成为第35届国际乒联-亚乒联盟亚洲杯(以下简称"亚洲杯")官方合作伙伴。本届亚洲 杯将于2月4日至8日首次落地海口，中免集团将以官方合作伙伴身份，依托其强大的资源整合能力、卓 越的消费场景运营实力与覆盖全岛的免税购物体验全链路，围绕"免税+体育"的跨界融合，为亚洲乃至 全球乒乓球迷带来更具品质与特色的赛事体验。 作为海南离岛免税政策的践行者与示范者，中免集团深耕海南多年，在海南区域的六家门店(cdf三亚国 际免税城、cdf海口国际免税城、cdf海口美兰机场免税店、cdf三亚凤凰机场免税店、cdf海口日月广场 免税店、cdf琼海博鳌免税店)，精准覆盖游客"抵达-游玩-离岛"全流程，形成覆盖机场、港口、核心城 区的全域服务格局。汇聚近1000个国内外知名品牌，年服务顾客超千万人次。涵盖珠宝腕表、护肤彩 妆、时尚精品、3C数码、餐饮零售等多元业态，满足消费者全品类、高品质的购物需求。 (图：cdf三亚国际免税城) 其中，总建筑面积28万平方米的cdf海口国际免税城是全球最大单体免税店，成为海南自贸港标志性商 业地标；cdf三亚国际免税城累计销售额超千亿元，成为海南首家千亿级免税门店。依托智能化物流 ...

Core Insights - The Sanya airport's cargo trade showed strong growth in 2025, with total import and export value reaching 1.95 billion yuan, a year-on-year increase of 68% [1] - December alone saw a record high monthly import and export value of 270 million yuan, with year-on-year and month-on-month growth of 34.5% and 48.5% respectively [1] Import Dynamics - The primary drivers of import growth were duty-free goods and "zero tariff" products, spurred by new policy adjustments for duty-free shopping on the island [1] - Significant increases were noted in imports of consumer goods such as watches (41.3%), bags (38.6%), clothing and accessories (35.1%), sunglasses (26.4%), and jewelry (224.6%), collectively accounting for over 80% of total imports [1] - The "zero tariff" policy in Hainan Free Trade Port also boosted demand for research instruments, with imports of microscopes and optical instruments reaching 56.203 million yuan, a growth of 36.6% [1] Export Growth - The diversification of exports was aided by the expansion of international flight routes, including the opening of fifth and seventh freedom rights [2] - The export of aviation fuel saw a notable increase, with 49,000 tons exported, valued at 27 million yuan, marking growth of 73.9% and 66% respectively [2] - Exports of electromechanical products, including optical components and data processing equipment, surged with an increase of 18 times, while agricultural products like seafood and fruits saw over 15 times growth, with new export markets established in six countries [2]