Group 1 - The core point of the article is that China Duty Free Group, a wholly-owned subsidiary of China National Duty Free Corporation, has won the bid for the duty-free project at Beijing Capital International Airport, confirming its position as the contractor for the project [1] - The guaranteed operating fee for the first year is set at 480 million yuan, indicating a significant financial commitment from the company [1] - The sales commission rate for the first year is established at 5%, which will contribute to the company's revenue from this project [1]

海南免税更新 20151223 摘要 海南岛内免税政策与离岛免税类似，但商品品类侧重于岛内居民的日常 需求，如食品、日化用品等，与离岛免税重叠较少，主要影响集中在母 婴用品领域，预计对离岛免税整体影响不大。 封关后初期海南免税销售额增长主要受益于政府和中免联合举办的大型 促销活动，如消费券发放等，有效刺激了客流和消费，其中三亚市政府 配套消费券 800 万，对销售额提升显著。 12 月 18 日至 22 日期间，海南整体免税销售额显著增长，进店客流增 长 30%-40%，销售额增长 40%-60%，客单价在 20 日至 22 日同比上 涨约 20%，主要由客流量增加和客单价提升双重驱动。 海南整体消费力呈现复苏态势，高客单价品类如手表和首饰实现同比增 长，分别增长约 55%和 60%，化妆品销售保持稳定，服装服饰和箱包 受益于新增的寄购寄提提货方式，实现两位数增长。 2025 年政府和中免的促销力度显著加大，省级消费券总额达到 3.2 亿 元，远超去年，预计促销活动将持续至春节后，对短期销售额有显著提 振作用。 Q&A 关于最近公布的岛民免税管理办法征求意见稿，有哪些重点内容需要关注？是 否会涉及关税、增值税 ...

据三亚市商务局统计，12月18日至22日，全市免税店销售额连续五日破亿元，销售额累计5.35亿元，同比增长50.3%。 央视网消息：海南自贸港全岛封关启动以来，三亚免税消费市场持续火爆。记者从三亚市商务局了解到，12月18日至22日，全市免税店销售额累计5.35 亿元，连续5日单日销售额均突破亿元大关。 走进三亚国际免税城，宠物用品、便携乐器、陶瓷、丝绸、茶叶等新增免税品类陈列整齐，吸引不少顾客驻足咨询、挑选。连日来，三亚市免税店纷纷 推出促销活动让利消费者。12月18日封关首日，三亚国际免税城进店客流超3.6万人次，同比增长超60%；销售额同比上涨85%。 海南省三亚市商务局局长 郑聪辉：三亚发放1000万元的消费券，花完即止。中免、市区的其他免税店正在开展全年的年终大促活动，一直持续到春 节。 ...

12月22日，A股三大指数高开高走，海南封关带动相关概念股持续走高领涨大盘。消息面上，封关已经 连续带动当地免税销售额。与此同时，多家在线旅游平台的数据显示，海南封关将明显带动当地旅游消 费的增长。 三亚免税销售额连续4天破亿 Wind资讯数据显示，截至12月22日A股收盘，海南自贸港指数涨9.28%，在概念板块中遥遥领先。而前 一个交易日，海南自贸港指数也大涨6.53%。 截至12月22日A股收盘，海南自贸港指数内，包括神农种业（300189.SZ）、康芝药业（300086.SZ）、 海南机场（600515.SH）、海南高速（000886.SZ）、中国中免（601888.SH）、凯撒旅业 （000796.SZ）、海航控股（600221.SH）等在内的15个成分股涨停。 消息面上，当日海南省三亚市商务局发布的消息显示，12月21日三亚全市免税销售额1.02亿元，同比增 长37.3%。 而据12月18日海南自贸港正式启动全岛封关运作以来，三亚市商务局已经连续4天发布"喜报"，12月18 日至21日，三亚全市的免税销售额分别为1.18亿元、1.05亿元、1.08亿元和1.02亿元，连续4天破亿。其 中，12月19 ...

12月22日，港股三大指数全日震荡，午后回暖，最终集体收涨。 截至收盘，恒生指数上涨0.43%，报25801.77点；恒生科技指数上涨0.87%，报5526.83点；恒生中国企业指数上涨0.43%，报8939.68点。 中国银河（601881）证券指出，AI需求驱动存储芯片市场回暖，持续看好本轮存储行业上行周期。当前时点是存储芯片赛道下一轮周期的新起点，AI服 务器需求高速增长叠加国产替代，看好国内存储产业链相关上市公司的投资机遇。 香港财库局局长许正宇：香港黄金市场全产业链已初步形成 12月22日，香港财经事务及库务局局长许正宇在当日举行的黄金市场发展简介会上向业界表示，香港黄金市场的全产业链已初步形成，政府正积极行动， 以将香港打造成国际黄金交易、储存、清算及风险管理中心为目标。 盘面上，大型科技股多为小幅上涨，腾讯、阿里巴巴、京东等上涨不足1%；半导体芯片股大爆发，龙头中芯国际盘中涨超8%；通讯板块集体上扬，汇聚 科技创下历史新高；海南自由贸易港全岛封关运作正式启动，免税概念股持续活跃，免税龙头中国中免（601888）大涨近16%；金银价格刷新历史高价， 黄金股、有色金属股活跃。 另一方面，奢侈品股走低 ...

年末，炒地图行情反复，海南板块卷土重来。 周一，海南自贸概念强势领涨A股，超20余股封死涨停板。 其中，神农种业、康芝药业20CM涨停，洲际油气、安通控股、海南瑞泽、海南机场、中国中免、海马汽车、海南发展、海南矿业、罗牛山等超20股涨停。 今年10月下旬以来，海南自贸港概念大幅拉升，此后便在11月陷入震荡。 上周，该板块在封关之际持续低迷了好几天，直至上周五开启反弹。 东风吹，战鼓擂！ 据三亚市商务局统计，在封关首日，全市免税销售额达1.18亿元。 其中，三亚国际免税城进店客流超3.6万人次，同比增长逾60%；销售额同比增长85%。 自启动后，三亚全市连续三日单日销售额均突破亿元大关。 今年以来，三亚免税销售额累计已突破200亿元。 早前，海南"十五五"规划重磅定调。 12月10日，海南"十五五"（2026-2030年）规划建议提出，高标准建设自由贸易港。 作为海南封关运作后的首个五年规划，"45432"发展战略框架，使得海南产业或迎来新赛道。 12月18日，海南自由贸易港全岛封关运作正式启动。 在封关后，全岛实施"一线放开、二线管住、岛内自由"，零关税商品税目由21%提至74%。 此外，企业所得税、个人所得 ...

12月22日，A股市场海南板块掀涨停潮，其中，田野股份涨超27%，康芝药业20CM涨停，神农种业触 及20CM涨停，洲际油气、安通控股、海南瑞泽、海南机场、欣龙控股、海南华铁、海南高速、海峡股 份、海汽集团、中国中免、海马汽车、海南发展、海南矿业、罗牛山等超20股涨停。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 中信建投研报称，海南封关政策是中国新一轮改革开放的重要举措，其制度设计深度和政策覆盖广度均 达到前所未有的水平。海南以"全域性制度突破"为特征，通过"零关税、低税率、简税制"构建自贸港政 策体系，显著降低企业运营成本。在金融领域，海南实施"一线放开、二线管住"的监管模式，推动跨境 资金流动自由化便利化，EF账户体系的建立更是为金融开放提供了基础设施升级。政策红利下，海南 有望成为产业迁移的热土，高端制造、航空物流、数字经济等产业或将在海南集聚，形成新的经济增长 点。同时，海南通过放宽免签政策、优化旅游环境等措施，有效拉动境外消费，提升国际旅游消费中心 地位。在人口迁移方面，海南落户政策放宽和人才引进计划显著推动人口结构优化和城镇化进程。高素 质人才的流入为海南自贸港建设提供了强劲的 ...

Group 1 - The core viewpoint of the articles emphasizes the need for Hainan to leverage its free trade port policies to enhance consumer experiences and attract more businesses, particularly in the duty-free sector [1][5][14] - Hainan's duty-free market shows potential for growth, with a focus on improving product offerings and consumer experiences to compete with other regions [12][13] - The introduction of new policies allows domestic products to enter duty-free stores, expanding the range of available goods and enhancing the shopping experience for consumers [11][12] Group 2 - The CEO of CFB Group expresses confidence in the Hainan market, anticipating significant growth opportunities for brands like Dairy Queen as the free trade port develops [1][14] - The duty-free shopping experience in Hainan is currently perceived as lacking in variety and competitive pricing compared to other markets, indicating a need for improvement [12][13] - The government is actively promoting Hainan as a global trade hub, attracting businesses by offering tax incentives and reducing operational costs for companies [6][7] Group 3 - The development of Hainan's tourism infrastructure, such as the expansion of Sanya Phoenix International Airport, aims to enhance the overall consumer experience and attract more visitors [8][9] - The integration of cultural and commercial activities is seen as a strategy to retain tourists and deepen consumer engagement in Hainan [9][10] - The focus on creating a vibrant local economy through production and consumption linkages is essential for sustaining long-term growth in Hainan's duty-free sector [13][14]

Group 1 - The core viewpoint emphasizes the need for Hainan to leverage its free trade port policies to enhance the quality of duty-free consumption and attract more businesses and tourists [2][3][4] - The duty-free shopping experience in Hainan shows significant price advantages, with discounts on products like gold and Apple phones, indicating a potential for increased consumer interest [5][7][11] - The introduction of domestic products into duty-free stores is expected to diversify offerings and attract more consumers, addressing previous limitations of primarily imported goods [23] Group 2 - The construction of commercial spaces in airports, such as the new T3 terminal at Sanya Phoenix International Airport, aims to enhance the travel experience and promote shopping as part of the travel journey [19][20] - The growth of duty-free shopping in Hainan is reflected in the statistics, with a 27.1% year-on-year increase in shopping amounts in November 2023, indicating a positive trend in consumer engagement [21] - The integration of cultural and tourism activities is seen as a strategy to deepen consumer engagement and enhance the overall experience for visitors [20][26] Group 3 - Companies like Dairy Queen are optimistic about expanding their presence in Hainan, anticipating that the influx of population and improved infrastructure will drive demand for their products [2][28] - The focus on creating a supportive environment for businesses and talent retention is crucial for Hainan's long-term economic growth, drawing parallels with successful models in places like Singapore [29][31] - The emphasis on enhancing service quality and consumer experience is vital for fostering repeat visits and building a positive reputation for Hainan's duty-free shopping [27][31]

Group 1: Hainan Free Trade Port Development - Hainan's Free Trade Port is seen as a pivotal opportunity for enhancing consumption and attracting businesses, with a focus on transforming policy benefits into collaborative growth strategies [1][9][10] - The construction of the Free Trade Port is expected to stimulate the local economy, with an emphasis on not just attracting businesses but also retaining and nurturing them for sustainable growth [1][9][10] - The government is actively promoting Hainan as a global trade hub, aiming to reduce operational costs for businesses through tax incentives and favorable policies [9][10][11] Group 2: Consumer Behavior and Market Dynamics - The price advantages of duty-free shopping in Hainan are evident, with significant discounts on products like gold and Apple products, indicating a competitive retail environment [2][4][8] - Despite the advantages, consumer feedback suggests that the shopping experience in Hainan's duty-free stores still has room for improvement, particularly in product variety and pricing competitiveness compared to other regions [20][21] - The introduction of domestic products into duty-free stores is expected to enhance the shopping experience and attract a broader customer base, moving beyond the reliance on imported goods [17] Group 3: Infrastructure and Service Enhancements - The development of commercial spaces within airports, such as the new terminal at Sanya Phoenix International Airport, aims to create a shopping and travel experience that retains tourists [12][13] - The integration of cultural and entertainment activities into commercial offerings is seen as a strategy to enhance consumer engagement and retention in Hainan [12][14] - Improving service quality and addressing logistical challenges in duty-free shopping are critical for enhancing customer satisfaction and encouraging repeat visits [21][24]