热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 中国中免（01880）早盘高开近7%，截至发稿，股价上涨6.65%，现报81港元，成交额9900.30万港元。 中国中免发布公告，2025年12月26日，公司收到中招国际招标有限公司发来的《中标通知书》，确认公 司全资子公司中国免税品（集团）有限责任公司为北京首都国际机场免税项目01标段的中标人。中标金 额：首年保底经营费人民币4.8亿元，首年销售额提成比例5%。经营期限：自合同约定的起始日起至 2034年2月10日止（不超过8年）。 上述项目签约后，公司于国内核心机场的渠道优势将进一步提升，有利于满足出入境旅客多层次、多样 化的购物需求，提升多元化免税购物体验，进而推动机场免税业务高质量发展。如上述项目顺利实施， 将对公司未来经营业绩发展产生积极影响。 责任编辑：卢昱君 客户端 中国中免（01880）早盘高开近7%，截至发稿，股价上涨6.65%，现报81港元，成交额9900.30万港元。 中国中免发布公告，2025年12月26日，公司收到中招国际招标有限公司发来的《中标通知书》，确认公 ...

来源：滚动播报 （来源：北京商报） 伴随上海机场、首都机场免税项目中标人的尘埃落定，日上免税时代正式落下帷幕。12月28日，王府井 发布公告称，王府井中标首都机场T2航站楼免税项目。此前，中免集团也公布中标首都机场T3航站楼 的免税项目，加之此前上海机场免税项目经营权的易主，至此，日上免税正式撤出京沪两地机场。在日 上免税全面离场的同时，上海机场方面也对免税项目的经营规模与收入模式做了新的布局，其中两机场 免税项目经营面积较原协议扩大超1500平方米；收益模式也从原先的月保底销售提成和月实际销售提成 两者取高的模式，变为"固定租金+提成"的形式。在业内人士看来，如今，各免税企业入局机场免税板 块，打破了此前日上免税趋于垄断性的布局，行业竞争态势日渐多元。 日上出局 随着首都机场免税项目经营权敲定，曾在京沪两大枢纽占据主导的运营商日上免税，如今将正式出局。 根据王府井发布的公告，确定王府井成为首都机场免税项目02标段（T2航站楼）中标人。同时，首年 保底经营费1.13亿元，首年销售额提成比例为5%。王府井方面表示，如该项目签订正式合同并正常实 施，将实现公司在国内超大型国际枢纽机场的首次布局，有利于提升公司免税 ...

上述项目签约后，公司于国内核心机场的渠道优势将进一步提升，有利于满足出入境旅客多层次、多样 化的购物需求，提升多元化免税购物体验，进而推动机场免税业务高质量发展。如上述项目顺利实施， 将对公司未来经营业绩发展产生积极影响。 智通财经APP讯，中国中免(01880)发布公告，2025年12月26日，公司收到中招国际招标有限公司发来的 《中标通知书》，确认公司全资子公司中国免税品(集团)有限责任公司为北京首都国际机场免税项目01 标段的中标人。中标金额：首年保底经营费人民币4.8亿元，首年销售额提成比例5%。经营期限：自合 同约定的起始日起至2034年2月10日止(不超过8年)。 ...

Core Viewpoint - The departure of Sunrise Duty Free marks the end of its dominance in the duty-free market at Beijing and Shanghai airports, with new operators taking over key projects, leading to increased competition in the industry [1][3][4]. Group 1: Company Developments - Wangfujing has won the bid for the duty-free project at Beijing Capital Airport's T2 terminal, with a guaranteed operating fee of 113 million yuan in the first year and a sales commission rate of 5% [3]. - China Duty Free Group has secured the T3 terminal project at Beijing Capital Airport, with a contract duration until February 10, 2034, enhancing its channel advantages in core domestic airports [3][4]. - The operating area for the duty-free projects at Shanghai airports has expanded significantly, with the total area at Pudong Airport increasing by approximately 1,181 square meters [5]. Group 2: Changes in Revenue Model - The revenue model for duty-free operations at Shanghai airports has shifted to a "fixed rent + commission" structure, moving away from the previous model of higher of minimum sales commission or actual sales commission [5][6]. - The fixed monthly fees for the new contracts at Pudong Airport range from 2,827 to 3,141 yuan per square meter, with commission rates varying between 8% and 24% depending on the product category [5][6]. Group 3: Market Dynamics - The duty-free market at Beijing and Shanghai airports is transitioning from a monopoly by Sunrise Duty Free to a "three-legged" competitive structure, allowing multiple operators to participate [9]. - The bidding process for airport duty-free projects has been designed to prevent any single operator from dominating, promoting a more market-oriented development in the industry [9][10]. - Experts believe that increased competition will enhance product offerings and service experiences for consumers, leading to a healthier development of the duty-free industry [10].

公告称，经营期限自合同约定的起始日起至2034年2月10日止。此项目签约后，公司于国内核心机场的 渠道优势将进一步提升，有利于满足出入境旅客多层次、多样化的购物需求，提升多元化免税购物体 验，进而推动机场免税业务高质量发展。 此前，中国中免已经中标上海机场两个免税店项目。中国中免于12月17日公告，公司全资子公司中国免 税品（集团）有限责任公司（中免集团）为上海浦东国际机场和上海虹桥国际机场相关免税店项目的中 标人。 伴随中免的强势入局，深耕京沪机场免税市场多年的日上免税行正式出局。资料显示，日上免税行已在 上海机场运营26年，同时负责首都机场T3航站楼免税业务，曾跻身全球旅游零售商前十。目前，日上 由中免集团控股约51%，其余的股份由外资创始股东佰瑞投资有限公司和上海机场全资子公司持有。 其出局核心原因在于控股股东中免集团的决策，在上海机场项目招标前的董事会上，中免委派的4名董 事否决了日上的投标申请，日上最终无缘续约。在首都机场的新一轮免税店运营招标中，日上免税行也 未参与投标。 业内分析认为，目前出入境旅客购物转化率较2019年下降约20%，如果为了保住地盘而接受机场的高昂 保底租金，中免或将面临"增收 ...

【#日上彻底出局京沪机场免税店运营# ，中国中免成最大赢家】 12月26日晚间，中国中免(601888)公告称，公司收到中招国际招标有限公司发来的《中标通知书》，确 认公司全资子公司中免集团为北京首都国际机场免税项目01标段的中标人。 在此之前，中国中免已经中标上海机场两个免税店项目，而中国中免控股的日上免税行（上海）有限公 司（下称"日上"）则彻底出局。 ...

Core Viewpoint - China Tourism Group Duty Free Corporation (China Duty Free) has won the bid for the duty-free project at Beijing Capital International Airport, which is expected to enhance its market position and positively impact future business performance [1] Group 1: Project Details - The winning bid is for the 01 section of the duty-free project at Terminal 3 of Beijing Capital International Airport, with a minimum operating fee of 480 million yuan for the first year and a sales commission rate of 5% [1] - The operating period for the project is set from the contract start date until February 10, 2034, not exceeding 8 years [1] Group 2: Strategic Implications - The project is anticipated to strengthen China Duty Free's channel advantages in key domestic airports, catering to the diverse shopping needs of inbound and outbound travelers [1] - Successful implementation of the project is expected to drive high-quality development of the airport duty-free business [1] Group 3: Contractual Status - As of now, the company has not signed a formal contract, and the terms remain uncertain, with final details to be confirmed upon contract signing [1]

海汽集团公告称，公司拟通过支付现金及/或资产方式，收购剥离华庭项目后的海旅免税控制权，不涉 及发行股份或配套募资。原重组方案为发行股份及支付现金购买海旅免税全部股权并募资。2024年9月 公司拟对原方案重大调整。自调整以来，因国内免税市场竞争激烈、消费需求放缓，标的公司业绩不及 预期，推进重组存在障碍，是否最终实施完成存在重大不确定性。 ...

Core Viewpoint - China Duty Free Group, a wholly-owned subsidiary of China National Duty Free Group, has won the bid for the duty-free project at Beijing Capital International Airport, with a minimum operating fee of 480 million yuan for the first year and a sales commission rate of 5% for the first year [1] Group 1 - The project contract duration is from the start date specified in the contract until February 10, 2034, not exceeding 8 years [1] - Winning this bid will enhance the company's channel advantages in core domestic airports, catering to the diverse shopping needs of inbound and outbound travelers [1] - The project aims to improve the diversified duty-free shopping experience, thereby promoting high-quality development of airport duty-free business [1]

Core Viewpoint - China Duty Free Group has secured significant contracts for duty-free operations at major airports, enhancing its market position and expected to positively impact future performance [1][2] Group 1: Recent Contracts - China Duty Free Group's subsidiary won the bid for the duty-free project at Beijing Capital International Airport, with a minimum operating fee of 480 million yuan in the first year and a sales commission of 5% [1] - The company also won contracts for duty-free stores at Shanghai Pudong and Hongqiao International Airports, establishing a joint venture with Shanghai Airport, where it holds a 51% stake [2] Group 2: Financial Performance - In the first three quarters of the year, China Duty Free Group reported revenues of 39.86 billion yuan and a net profit of 4.42 billion yuan, reflecting year-on-year declines of 7.34% and 18.89% respectively [3] Group 3: Business Strategy - The company is optimizing its product offerings, shifting focus from traditional categories like cosmetics and tobacco to high-demand items such as electronics and health products [3] - Membership numbers have exceeded 45 million, with increasing engagement and repurchase rates, indicating a strong customer loyalty strategy [3] Group 4: Policy and Market Adaptation - The company is actively involved in providing feedback on operational challenges to government departments, aiming for continuous policy improvements that align with market needs [4] - Recent sales data from Hainan's duty-free market shows positive growth, attributed to product optimization, enhanced customer experience, and effective marketing strategies targeting younger consumers [4]