Group 1 - The stock price of China Duty Free Group (中国中免) increased by 2.02% on September 16, reaching 71.35 CNY per share, with a trading volume of 344 million CNY and a market capitalization of 147.613 billion CNY [1] - Year-to-date, the stock price has risen by 8.17%, with a 0.46% increase over the last five trading days, an 8.55% increase over the last 20 days, and a 17.20% increase over the last 60 days [1] - The company has appeared on the "龙虎榜" (a stock market leaderboard) once this year, with the most recent appearance on April 10 [1] Group 2 - China Duty Free Group, established on March 28, 2008, and listed on October 15, 2009, primarily engages in the retail of tourism products and related services [2] - The company's main business segments include tourism retail, which accounts for 72.26% of revenue from duty-free and taxable goods, and tourism retail complex investment and development [2] - As of June 30, 2025, the company reported a revenue of 28.151 billion CNY, a year-on-year decrease of 9.96%, and a net profit attributable to shareholders of 2.600 billion CNY, down 20.81% year-on-year [2] Group 3 - Since its A-share listing, China Duty Free Group has distributed a total of 18.405 billion CNY in dividends, with 7.241 billion CNY distributed over the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 82.66 million shares, an increase of 15.7285 million shares from the previous period [3] - Other significant shareholders include Invesco Great Wall New Growth Mixed Fund and various ETFs, with increases in their holdings compared to the previous period [3]

证券之星消息，9月15日旅游零售板块较上一交易日下跌0.65%，中国中免领跌。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。旅游零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 601888 | 中国中免 | 69.94 | -0.65% | | 24.63万 | | 17.28亿 | 从资金流向上来看，当日旅游零售板块主力资金净流出2.11亿元，游资资金净流入2010.27万元，散户资 金净流入1.91亿元。旅游零售板块个股资金流向见下表： | | 代码 名称 主力净流入 (元) 主力净占比 游资净流入 (元) 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | | 601888 中国中免 Active of a summer | -2.11/7 -12.22% | 2010.27万 | 1.16% | 1.91亿 | ...

证券之星消息，9月12日旅游零售板块较上一交易日下跌1.33%，中国中免领跌。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。旅游零售板块个股涨跌见下表： 从资金流向上来看，当日旅游零售板块主力资金净流出1.41亿元，游资资金净流入1.46亿元，散户资金 净流出479.95万元。旅游零售板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - The tourism retail sector experienced a decline of 0.48% on September 10, with China Duty Free Group leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] - China Duty Free Group's closing price was 70.68, reflecting a decrease of 0.48%, with a trading volume of 224,500 shares and a transaction value of 1.591 billion yuan [1] Group 2 - The tourism retail sector saw a net outflow of 36.9608 million yuan from institutional investors, while retail investors contributed a net inflow of 4.7039 million yuan [1] - The breakdown of fund flows indicates that institutional investors had a net outflow of 2.32%, while speculative funds had a net inflow of 2.03% [1]

今年以来，越来越多境外游客来华，已不光是走走看看的"中国游"，还有大箱小箱"买买买"的"中国购"。伴随离境退税政策的优化升级，更 快速、更便利、更顺畅的购物体验正成为拉动境外游客在华消费的新助力。 国家税务总局最新数据显示，截至8月底，国内离境退税商店数量已超过1万家。今年前8个月，享受退税人数同比增长247.8%，退税商品销 售额及退税金额同比分别增长97.5%和96.9%。 离境退税的入境消费亮点何在？如何让"中国购"热潮更加持久？"新华视点"记者进行了采访。 作为我国对外开放重要窗口，上海一直都是境外游客来华的热门目的地。6月底，上海外滩推出了第一家支持"全市通退"的离境退税"即买即 退"全市退付点，符合条件的境外旅客在上海全市所有的离境退税商店消费，都可以在此办理现金退税服务。 上海市商务委主任朱民介绍，今年前6个月，上海接待入境游客424.8万人次，同比增长38.5%；实现离境退税商品销售额同比增长85%，其 中"即买即退"销售额同比增长28.1倍。 4月30日，在深圳万象城的离境退税"即买即退"集中退付点，工作人员为旅客办理现场退税。新华社记者 毛思倩 摄 "即买即退"跨区域联动，让"中国游"更随 ...

Core Viewpoint - China Gold Group Jewelry Co., Ltd. (referred to as "China Gold Jewelry") and China Tourism Group Duty Free Co., Ltd. (referred to as "China Duty Free") signed a strategic cooperation agreement, marking a significant step towards internationalizing national brands and enhancing collaboration between state-owned enterprises [1][5][11]. Group 1: Strategic Cooperation - The cooperation is seen as an important strategic deployment for China Gold Group to promote the internationalization of its brand, with China Gold Jewelry focusing on cultural empowerment, green development, digital operation, and international layout [5][7]. - Both companies aim to leverage their respective strengths to create a new growth curve, enhancing the cultural weight of "China Gold" in the retail ecosystem of China Duty Free [7][11]. Group 2: Operational Synergy - China Gold Jewelry will establish a regular communication mechanism with China Duty Free to facilitate the global distribution of gold products through duty-free channels, aiming for a synergistic effect that exceeds the sum of their parts [7][11]. - The partnership will focus on dual-driven cooperation, integrating consumer insights with product strength and retail capabilities to better meet consumer demands for gold jewelry [7][11]. Group 3: Future Goals - The collaboration is expected to serve as a model for state-owned enterprise cooperation and to illuminate the global market with the brand's presence [7][11]. - Both parties are committed to expanding global development paths and achieving breakthroughs for Chinese brands in international markets, aiming to establish a "golden paradigm" for Chinese brands in the global consumer market [11].

Group 1 - The tourism retail sector increased by 4.04% on September 5, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] - China Duty Free Group's stock closed at 70.49, reflecting a 4.04% increase, with a trading volume of 486,500 shares and a transaction value of 3.378 billion yuan [1] Group 2 - The tourism retail sector saw a net inflow of 295 million yuan from institutional investors, while retail investors experienced a net outflow of 215 million yuan [1] - The breakdown of fund flows indicates that institutional investors accounted for 8.72% of the net inflow, while retail investors had a net outflow of 6.36% [1]

Group 1 - The tourism retail sector increased by 0.44% compared to the previous trading day, with China Duty Free Group leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] - The main capital flow into the tourism retail sector was a net inflow of 57.43 million yuan, while retail investors experienced a net outflow of 31.41 million yuan [1] Group 2 - China Duty Free Group's closing price was 67.75 yuan, reflecting a gain of 0.44% [1] - The trading volume for China Duty Free Group was 299,500 hands, with a transaction amount of 203 million yuan [1] - The overall capital flow in the tourism retail sector showed a mixed trend, with institutional funds flowing in while retail and speculative funds flowed out [1]

Market Overview - A-shares experienced a collective pullback on September 4, with the Shanghai Composite Index down 1.97% to 3738.32 points, Shenzhen Component Index down 2.37%, ChiNext Index down 3.2%, and STAR Market 50 Index down 5.38% [1] - The North Exchange 50 Index rose 0.58% against the trend [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, an increase of 142.7 billion yuan compared to the previous trading day [4] New Energy Sector - The new energy sector saw a significant surge, with multiple new energy ETFs performing well and several stocks hitting the daily limit [6] - The lithium battery index rose by 2.65%, the energy storage index by 2.32%, and the lithium battery index by 1.43% at midday [7] - Key stocks in the new energy sector included: - Yiwei Lithium Energy rose 6.17% to 67.96 yuan per share, with a market capitalization of 139 billion yuan [8] - Shangneng Electric surged 14.38%, Hangke Technology up 12.18%, and Zhongwei Co. and Haibo Technology both nearly 10% higher [9] - In August, the retail sales of new energy passenger vehicles reached 1.079 million units, a year-on-year increase of 5% and a month-on-month increase of 9%, with a penetration rate of 55.3% [10] CPO Concept Stocks - CPO concept stocks, including optical modules, optical chips, and optical communication, experienced a significant decline, with the CPO sector dropping 10% after a previous increase of 7.04% [12][14] - Leading stocks in this sector, such as New Yisheng, Zhongji Xuchuang, and Tianfu Communication, saw declines exceeding 11% [14] - The FTSE Russell announced changes to the FTSE China 50 Index, including the addition of stocks like Baijishenzhou-U and New Yisheng, while removing others [16] Consumer Sector - The consumer sector showed activity, with the restaurant and tourism sector rising by 2.85% and the retail sector nearly 2% higher [18] - Data from the Ministry of Culture and Tourism indicated that domestic tourism is expected to reach 1.43 billion trips in the summer of 2025, recovering to 112% of 2019 levels [18] - A report from Caitong Securities highlighted that the restaurant industry is in a recovery phase, with policies aimed at boosting consumption expected to enhance demand, particularly in wedding and group dining scenarios [18]

Group 1 - The tourism retail sector experienced a decline of 0.75% on September 2, with China Duty Free Group leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - China Duty Free Group's closing price was 68.79, reflecting a decrease of 0.75%, with a trading volume of 317,700 shares and a transaction value of 2.195 billion yuan [1] Group 2 - The tourism retail sector saw a net outflow of 22.2 million yuan from institutional investors, while retail investors contributed a net inflow of 159 million yuan [1] - The table indicates that the net inflow from retail investors accounted for 7.24% of the total, while the net inflow from speculative funds was 62.8939 million yuan, representing 2.87% [1]