5月16日，A股主要指数集体下跌，沪指跌0.4%报3367点，深证成指跌0.07%，创业板指跌0.19%。 | 章 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3367.46 | -13.36 | -0.40% | | 399001 | 深证成指 | 10179.60 | -6.85 | -0.07% | | 399006 | 创业板指 | 2039.45 | -3.80 | -0.19% | 盘面上，汽车零部件板块，豪恩汽电20CM涨停，均胜电子、亚太股份等十余股涨停；可控核聚变板块走高，中洲特材20CM涨停；人 形机器人板块，宜安科技涨超14%；创新药概念震荡走强，热景生物涨超12%；免税店板块尾盘拉升，珠免集团涨超6%。此外，小米 汽车、工业母机、新能源汽车等板块上涨。 另外，大金融板块集体走弱，保险、证券等方向领跌，中国太保、中国平安等股下跌；白酒板块低迷，山西汾酒跌超2%。美容护理、 物流、猪肉、统一大市场等板块下跌。 具体来看： 消息面上，备受关注的强制性国家标准《轻型汽车自动紧急制动系统技术 ...

近日，当"8城新设市内免税店"消息传来，有网友跟帖——钱包：我感觉我又可以了。 2024年8月20日，财政部等5部门联合印发《关于完善市内免税店政策的通知》，明确自2024年10月1日起，按照《市内免税店管理暂行办法》规范市内免税 店管理工作，促进市内免税店健康有序发展。同时，明确将在广州、成都、深圳、天津、武汉、西安、长沙和福州8个城市，各新设1家市内免税店。 什么是市内免税店？其与一般的商店存在何种区别？消费者能够在免税店免除哪些税收？免税店应当如何规范经营？今天我们一起了解。 "小切口"打开"大市场" 免税购物，是指在特定地点或特定时期内，旅客可以购买商品而无须缴纳关税和其他税费的一种购物方式。免税店是由一国设立于经海关批准的特定地点或 交通工具上，向出入境旅客等特定人群销售免税商品的商店，其通常设立在机场、港口、边境地区等具有特殊地理位置或政策优势的区域，以吸引国内外旅 客或游客前来购物。长期以来，我国形成了以口岸免税店、离岛免税店、交通工具免税店以及市内免税店为代表的多元免税经营模式。 当前，我国出入境旅游加速回暖，出入境游客数量再创新高。数据显示，2024年1月—7月，全国口岸出入境人员3.41亿 ...

说到中国北疆的宝藏旅行地，怎么能不提满洲里？这座与俄罗斯接壤的边境小城，藏着太多意想不到的 惊喜。而其中最让我念念不忘的，莫过于那个既能"剁手"买遍俄罗斯好货、又能沉浸式感受异国风情 的"中俄互贸免税区"。怎么说呢……如果你以为这里只是个普通购物点，那可就大错特错了！ 高端美妆与轻奢的性价比之战 雅诗兰黛小棕瓶比国内专柜便宜近30%，瑞士莲巧克力堆成小山任你挑……但更让我挪不开脚的，是那 些在国内难得一见的俄罗斯本土品牌。比如主打天然成分的"娜塔莎"护手霜，铝管包装复古得像是从苏 联老电影里拿出来的道具，涂上手却滋润到能扛住草原的狂风。 舌尖上的欧亚大陆 从边贸小市场到国家级试验区：免税区的"前世今生" 站在免税区入口，看着眼前极具俄式风情的尖顶建筑群，你很难想象这里曾是1992年国务院批准的首批 跨国互市贸易区之一。当年，这里不过是个以物易物的小型边贸市场，而如今却成了中俄贸易的"黄金 走廊"。 2015年是个转折点。呼伦贝尔旅业集团与满洲里互贸区管委会联手投资5亿元，把这片区域彻底升级成 了集免税购物、文旅体验、仓储物流于一体的"超级综合体"。对了，突然想起个冷知识：这里还是中国 唯一由单一企业（满洲里中 ...

2025.04. 29 微信编辑 | 生产队的驴（午休版） 推荐阅读 多地宣布发钱奖励结婚！ 截至午盘，上证指数报3287.45点，跌0.03%，深成指报9863.9点，涨0.09%，创业板指报1935.35 点，涨0.05%。PEEK材料概念股爆发，宠物经济、人形机器人、CRO、医美、固态电池、消费电 子、AI算力题材涨幅居前；电力股大幅调整，白酒、统一大市场、零售、免税店概念股走弱。 机构观点 中泰证券投顾邓天认为，目前市场处于修复阶段，预计大盘仍可能延续盘整。在操作上，随着年报、 季报陆续公布，个股不确定性大大降低，活跃资金有望重获定价权。短线可关注科技板块是否有技术 突破和基本面改善。长线可增配基建、光伏、军工等低估资产。 前海波本基金有限公司投资总监晋军认为，市场强势攀升趋势不改，料关税争端尘埃落定前，中期市 场或延续其强劲韧性。短期指数运行至前期3319至3288重压区域难免承压，但节前市场无忧。待一 季报集中披露期后，尤其是节后补缺完成，应加强防范短期回落风险。 作者 | 第一财经 ...

Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index up 0.09%, and the ChiNext Index up 0.05% [1] - The total market turnover for the half-day was 657.5 billion yuan, a decrease of 71.1 billion yuan compared to the previous day [1] - Over 3,700 stocks in the market experienced an increase [1] Sector Performance - The PEEK materials, beauty care, chemical environmental protection, auto parts, and soybean sectors led the gains, while the electricity, insurance, liquor, precious metals, port shipping, and duty-free shop sectors saw declines [2] - PEEK materials stocks surged collectively, with companies like Juhua Long (301131), Xinhang New Materials (301076), and Zhongxin Fluorine Materials (002915) hitting the daily limit [2] - The chemical environmental protection sector also performed strongly, with United Chemical (301209) reaching a new historical high [2] - The electricity sector faced adjustments, with multiple stocks such as Shao Neng Co. (000601) and Leshan Electric Power (600644) hitting the daily limit down [2] Notable Stocks - Friend Group (601686) opened up 9.55% after reporting a 9680% year-on-year increase in net profit for the first quarter [20] - The stock of Step by Step High (002251) and others in the duty-free shop sector hit the daily limit down [2] Economic Indicators - In the first quarter of 2025, China's service trade totaled 19,741.8 billion yuan, reflecting a year-on-year growth of 8.7% [29] - The knowledge-intensive service trade maintained growth, with a total of 7,524.9 billion yuan, an increase of 2.6% [29] - Travel services showed the fastest growth, with imports and exports reaching 584.9 billion yuan, up 21.8% [29] Policy and Initiatives - The People's Bank of China conducted a 3,405 billion yuan reverse repurchase operation to maintain reasonable liquidity in the banking system [29] - The National Development and Reform Commission allocated 810 billion yuan in special long-term bonds to support the consumption of old goods [31]

A股免税店板块盘初走弱，众信旅游跌超9%，海南椰岛跌超5%，步步高、友阿股份跌超4%，东百集 团、凯撒旅业、百联股份跟跌。 ...

A股开盘，上证指数跌0.21%，深证成指跌0.27%，创业板指跌0.27%。保险、PEEK材料、免税店等板块 跌幅居前。 ...

核电板块走高，南方路机、华银电力涨停，融发核电、中广核技、南风股份等冲高。 4月28日，A股早盘弱势震荡，截至9:32，沪指跌0.32%，深证成指跌0.23%，创业板指跌0.27%。 盘面上，核电、可控核聚变等板块走高，南方路机、华银电力涨停；旅游、免税店板块走强，众信旅游 涨超6%；跨境电商概念股持续活跃，东贝集团4连板；电力板块反复活跃，华银电力3连板。下跌方 面，房地产、医药、汽车产业链等板块跌幅居前。 展望后市，招商证券指出，后续A股整体下行风险可控，叠加后续随着业绩披露期结束，再度进入业绩 真空期，以及在经济整体稳定，流动性充裕背景下，市场风险偏好有望持续提升。 热门板块 1、核电板块走高 点评：消息面上，国常会核准10台核电新机组，拉动投资超2000亿元。中信证券研报称，国务院常务会 议决定核准浙江三门三期工程等核电项目，核电产业发展高景气延续。我国核能领域持续发展，三四代 核裂机组相继落地，核聚变装置加速发展，建议关注产业链核心价值量环节。 2、免税店板块走强 免税店板块走强，众信旅游涨超6%，凯撒旅业、府井、中国中免、南宁百货纷纷跟涨。 点评：消息面上，六部门发文优化离境退税政策，下调离境退税 ...

A股免税店板块盘初活跃，众信旅游涨超6%，凯撒旅业涨超4%，百联股份、南宁百货涨超3%，王府 井、中国中免纷纷高开。消息面上，商务部等6部门发布关于进一步优化离境退税政策扩大入境消费的 通知，将现金退税限额上调至20000元人民币。 ...

Core Viewpoint - The restructuring of Zhuhai State-owned Assets has officially begun, with Gree Real Estate being integrated into Huafa Group, marking a significant shift in its operational structure and focus towards the duty-free market [1][3]. Company Summary - Gree Real Estate has faced significant challenges due to aggressive expansion leading to management issues, resulting in a revenue of only 4.732 billion yuan in 2023, which is less than one-tenth of Huafa's revenue [1][3]. - The company has announced its exit from traditional real estate development due to ongoing operational difficulties and financial mismanagement, including a cumulative net profit loss of 3.417 billion yuan over 2022 and 2023 [4][6]. - Gree Real Estate's financial reporting has been criticized for inaccuracies, leading to a loss of investor trust and legal scrutiny for its former chairman [5][6]. Industry Summary - The duty-free market is currently facing challenges, with a reported 29.3% decline in duty-free shopping amounts in Hainan for 2024, alongside a 15.88% drop in shopping visitors [6][7]. - Major players in the duty-free sector, such as China Duty Free Group, have also reported significant revenue declines, indicating a broader industry contraction [6][7]. - The rise of e-commerce is further complicating the competitive landscape for duty-free stores, as consumers are increasingly drawn to online shopping for its price transparency and discounts [6][7].