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%。 四天破四亿 12月21日全市免税销售额 四天,超四亿! 赞 7 三亚全市免税店单日销售再破亿 全年累计销售额突破 6T. 再破亿!封关次日三亚免税销 售1.05亿,全年累计破200亿 赞 17 型 7 1 7 5 3 7 . 连续三日假亿 12.20 三亚免税销售额 三亚免税连续三日破亿 赞 29 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。 | 300189 | 神农种业 | 7.13 ...

Core Viewpoint - The new policy on duty-free shops aims to boost consumption by expanding product categories, relaxing approvals, and supporting "online booking + offline pickup," transforming duty-free shops into significant drivers of tourism consumption [1][2]. Group 1: Policy Implementation and Impact - The policy mandates that duty-free shops at ports and in cities must allocate at least 25% of their space for domestic products, granting them "quasi-export" tax exemptions, which enhances the international visibility of Chinese brands [1][2]. - The shift from a one-way shopping channel to a two-way cultural bridge allows for the promotion of Chinese cultural products alongside international brands, enhancing cultural confidence and brand competitiveness [1][3]. Group 2: Consumer Experience Enhancement - City-based duty-free shops are integrated into core commercial areas, transforming the shopping experience from hurried purchases to leisurely experiences, thus deepening the integration of shopping with cultural tourism [2]. - Innovative models like "duty-free + cultural tourism" in Hainan and "duty-free + taxable" in Tianjin upgrade shopping venues into urban social hubs, significantly exceeding the effects of tax incentives alone [2]. Group 3: Administrative Efficiency and Market Adaptation - The decentralization of approval authority to provincial levels and the negotiation of operational space enhance efficiency and adaptability, reflecting a shift in governance logic [2][3]. - The new policy reduces psychological barriers to consumption by making duty-free products more accessible in daily life, indicating that duty-free shopping is not just for privileged consumers but a service for all [3]. Group 4: Economic and Cultural Implications - The policy represents a high-level practice of openness, promoting connectivity between domestic and international markets and facilitating supply-demand matching [3]. - The execution of the policy is crucial for its success, with challenges including ensuring compliance, balancing convenience with regulation, and avoiding homogeneous competition [3].

12月22日，港股新消费板块午后走强。据大智慧VIP显示，截至当日收盘，蜜雪集团（02097.HK）涨近 10%，老铺黄金（6181.HK）涨超6%，泡泡玛特（9992.HK）涨3.68%。 A股消费股方面，免税店、百货股大涨，其中海汽集团（603069.SH）、中国中免（601888.SH）、东百 集团（600693.SH）涨停；王府井（600859.SH）与百大集团（600865.SH）涨超5%；珠免集团 （600185.SH）涨4.78%，上海九百（600838.SH）涨3.7%。 政策和行业消息面上，12月20日，商务部党组扩大会议在京召开。会议强调，大力提振消费，扩大优质 商品和服务供给，释放服务消费潜力。 海南封关后对海南当地免税消费直接形成拉动。据三亚日报报道，12月18日，海南自由贸易港全岛封关 运作正式启动。封关首日，三亚免税市场展现出强劲活力，政策红利加速释放，为海南自贸港注入新动 能。当天，三亚免税销售成绩亮眼。据三亚市商务局统计，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%，直观体现了封关政策对消费市 场的强劲带动效 ...

Group 1 - The core viewpoint of the article highlights the strong performance of A-shares, driven by three main themes: policy benefits, technology sector rebound, and the surge in precious metals [2][3][4] Group 2 - The Hainan Free Trade Zone sector experienced a significant surge, with a 9.59% increase, leading to a rare wave of limit-up stocks, with 22 out of 29 stocks hitting the limit [2] - The automotive industry chain strengthened, primarily due to the announcement of the first batch of L3 autonomous driving vehicle permits by the Ministry of Industry and Information Technology, marking a key step towards commercialization [2] Group 3 - The technology sector saw a broad rebound, with significant gains in the computing power, semiconductor, and consumer electronics industries, driven by improved sentiment regarding AI narratives [5][8] - Micron Technology reported better-than-expected earnings, with Q1 revenue reaching $13.64 billion, a 57% year-over-year increase, which contributed to the rise in the semiconductor sector [8] Group 4 - The precious metals sector saw spot gold and silver prices reach historical highs, indicating strong demand and market interest [3] Group 5 - The duty-free shop sector also saw gains, with leading stock China Duty Free Group hitting the limit-up, supported by strong sales figures from Sanya's duty-free market [11][14]

同花顺数据显示，海南自贸区板块爆发，掀起近期市场少见的涨停潮。板块上午上涨9.59%，居A股概念板块涨幅榜首位，板块内共有29只概念股，上午 全线上涨，其中，22只个股涨停。 今天上午，A股多点开花，三大指数齐涨。从上涨的驱动逻辑看，市场有三大主线： 一是受益政策利好催化，海南自贸区板块、汽车产业链走强。 汽车产业链走强，主要是受无人驾驶主题催化。12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市拥 堵、高速路段的车型将在北京、重庆指定区域开展上路试点，标志着我国L3级自动驾驶从测试阶段迈入商业化应用的关键一步。 二是科技股全线反弹，海外AI叙事逻辑的悲观情绪近期好转。中芯国际、新易盛等龙头股上涨。 三是有色金属板块，现货黄金、现货白银上午均创历史新高。 截至上午收盘，上证指数涨0.64%，深证成指涨1.36%，创业板指涨1.8%。 | 科技股全线反弹 | | --- | | 今天上午，科技股反弹，算力产业链、半导体产业链、消费电子等板块上涨。 | | 联动科技 | 135.65 | 9.05% | 49.3 乙 | | --- | --- | --- | --- ...

人民日报记者 王观 洪秋婷 王崟欣 免税店又要"上新"了—— 前不久，财政部等部门印发的《关于完善免税店政策支持提振消费的通知》（以下简称《通知》） 正式实施，从支持国内商品进店销售、扩大免税店经营品类、放宽免税店审批权限、完善免税店便利化 和监管措施等方面细化举措，进一步加大免税店对出入境旅客购物消费的吸引力。 9月，成都首家市内免税店开业，既引入了国际一线品牌，又融合了川酒、三星堆文创、熊猫国潮 等本地特色；11月，西安市内免税店与消费者见面，标志着西安乃至西北地区的免税消费场景迎来了新 突破；同样在11月，天津首家市内免税店正式投入运营，采用"免税+有税""进口+国产""线下+线上"的 经营模式，同步设有离境退税业务…… 大力发展市内免税店，不仅能有效提升游客购物便利度，还能成为拉动城市旅游的"招牌菜"，吸引 更多游客，进而带动相关产业发展。 聚焦持续提升旅客免税购物体验，《通知》提出了多项务实举措。比如，支持口岸出境免税店、口 岸进境免税店和市内免税店提供网上预订服务，允许旅客在市内免税店预订后在口岸进境免税店提货。 从手机、微型无人机、运动用品、保健食品到老字号产品、文创产品、非遗产品，更多便于携带 ...

□ 本报记者 宋晓华 财政部等五部门前不久联合印发《关于完善免税店政策支持提振消费的通知》，明确自11月起完善免税 店政策：积极支持口岸出境免税店和市内免税店销售国产商品，引入老字号产品、文创产品、非遗产品 等特色优质产品；进一步扩大免税店经营品类，新增手机、微型无人机等商品。 据了解，随着南京禄口机场国际航线逐步扩增、加密，进出境旅客数量持续增长，口岸免税店销售也不 断升温。南京禄口机场海关统计，1—10月，该关共监管进出境旅客231.35万人次、同比增长5.62%。为 支持免税店加速发展，激发口岸免税经济活力，海关提前了解免税店备货需求，加快办理进出库审批， 保障免税品及时到店布展；同时采取线上审核的方式，减少企业办理业务时间，持续提高监管效能。 "新政策的实行对免税店来说是重大利好，我们会抓好此次机遇，拓展品牌、丰富商品，方便旅客购 物。"无锡硕放机场出境免税店负责人丁志强说。免税新政发布后，针对《通知》中"扩大口岸出境免税 店经营品类"的扶持政策，无锡海关关员前往出境免税店开展专项政策宣讲，对新增品类的备案、入库 操作环节进行详细介绍，对最新升级的免税商店与免税品监管系统进行流程演示。 "在免税新政策 ...

免税店又要"上新"了—— 前不久，财政部等部门印发的《关于完善免税店政策支持提振消费的通知》（以下简称《通知》）正式 实施，从支持国内商品进店销售、扩大免税店经营品类、放宽免税店审批权限、完善免税店便利化和监 管措施等方面细化举措，进一步加大免税店对出入境旅客购物消费的吸引力。 从手机、微型无人机、运动用品、保健食品到老字号产品、文创产品、非遗产品，更多便于携带的消费 品被纳入经营范围，更多能体现中华优秀传统文化的特色优质产品将走进免税店。 新政策实施一个多月以来，各地有哪些亮点？免税店引领消费新潮流，还有什么值得期待？记者近日进 行了采访。 市内就能买到免税商品，"网上预订+线下提货"更方便 "不用提前几个小时去机场匆忙抢购，可以在市区里悠闲地挑、仔细地选，而且东西也很划算，这种体 验非常好。"今年8月，广州首家市内免税店正式开门迎客，吸引了不少消费者。因其坐落于天河区CBD 核心地带的广州友谊商店（国金店），地理位置优越，一开业就人头攒动，十分热闹。 市内免税店，相较位于机场的口岸出境免税店，在位置上更加便利。去年，财政部等部门印发《关于完 善市内免税店政策的通知》，着力促进市内免税店健康有序发展。今年以 ...

（来源：工人日报） "本来免税商品就便宜，再叠加各种折扣和优惠活动，非常划算！网上425元一瓶的眼霜在免税店476元 就能买到两瓶，看了很久的化妆品、包包，这次都能一次带齐了！"12月19日，刚刚在cdf海口日月广场 免税店选购完准备离岛的陈女士已经满怀对下次出行的期待，"海南太适合'买买买'了，有机会再来！" 离岛免税购物已成为海南旅游消费的"金字招牌"，不少游客来海南游玩都将免税店作为"必打卡"项目。 近日，海南各大免税店推出多项献礼封关活动，以发放代金券、满减支付、低价换购等优惠吸引更多消 费者前来消费。海口日月广场的免税店里人来人往，顾客或独自享受悠闲的购物时光，或和亲朋好友边 挑选边讨论，都希望把心仪好物带回家。 为支持海南自贸港建设，今年11月1日起，海南离岛旅客免税购物政策再升级。离岛免税商品范围进一 步扩大，岛内居民一年内一次离岛还可不限次数购买"即购即提"商品，进一步激发了购物热情。 "日常购物变得方便多了！"一位岛内居民告诉记者，以往是出岛之前有离岛行程才可以购买免税商品， 现在凭历史离岛记录就能随时"即购即提"。"家里孩子用的进口奶粉、尿不湿等生活用品都可以免税购 买，这是实实在在的福利 ...

Core Insights - The opening of Fuzhou's first city duty-free store marks a significant step in enhancing inbound consumption experiences, attracting tourists with a new shopping model that allows for "slow shopping in the city and airport pickup" [1][4] - The implementation of various inbound consumption facilitation policies has led to a notable increase in the number of duty-free shops and sales, with a reported sales volume of nearly 200 million yuan in tax refunds from January to November this year [1][10] Group 1: Duty-Free Store Details - The Fuzhou city duty-free store spans 857 square meters and is a collaboration between China Duty Free Group, Fujian Tourism Development Group, and Xiamen Xiangye Group, featuring an innovative model that combines duty-free and taxable goods, as well as imported and domestic products [4][5] - The store offers around 1,300 selected products from approximately 140 international and domestic brands, including 15 intangible cultural heritage brands and 4 time-honored Chinese brands [4][10] Group 2: Tourist Experience - Tourists from various countries, such as Singapore and the UK, expressed satisfaction with the shopping experience, highlighting the convenience of mobile payments and the ability to leisurely select products without the rush typically associated with airport duty-free shopping [6][7] - The store's offerings include unique local products, such as souvenirs and cultural items, which enhance the appeal for international visitors [6][8] Group 3: Policy and Market Expansion - Fujian province has been proactive in expanding its duty-free consumption landscape, with multiple duty-free stores opening in key locations, including Fuzhou Changle International Airport and Xiamen [7][10] - Recent policies aim to enhance the inbound tourism experience, with a target of attracting 5.5 million inbound tourists and generating over 6 billion USD in tourism spending by the end of 2026 [12][14] Group 4: Consumer Events and Promotions - The "Shopping in China: All Fujian Shopping Carnival" event was launched to promote local products and enhance consumer engagement, showcasing various regional brands and products [9][11] - The initiative aims to facilitate the international market entry of high-quality local goods through duty-free and tax refund channels, thereby accelerating the "going global" process for domestic products [9][12]