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“超长黄金周”催热旅游市场 旅游产业链或迎来上修(附概念股)
Zhi Tong Cai Jing· 2025-09-11 00:24
Group 1 - The upcoming "Golden Week" during the National Day and Mid-Autumn Festival is expected to see a surge in travel bookings, with some popular products already sold out [1] - Consumers are planning their trips earlier than in previous years, showing a preference for domestic long-distance travel products, and a diverse range of travel experiences is emerging to meet varied consumer demands [1] - The United Nations World Tourism Organization forecasts a 5% increase in global international tourist arrivals in the first half of 2025, with a total of approximately 690 million outbound trips recorded in the first half of this year, marking an increase of about 33 million compared to last year [1] Group 2 - Morgan Stanley projects that China's inbound tourism retail market will grow over threefold in the next decade, from $14 billion in 2024 to $60 billion by 2034, increasing its share of the overall tourism retail market from 10% to 25% [2] - The rise of globally recognized brands and improved shopping experiences are key drivers for this growth, with Chinese consumer electronics and brands like Pop Mart attracting tourists and stimulating shopping demand [2] - Domestic retailers, shopping centers, and duty-free operators in China are expected to benefit significantly from policy support aimed at enhancing tax-free and refund shopping experiences [2] Group 3 - Relevant Hong Kong stocks in the tourism sector include online travel agencies like Trip.com Group and Tongcheng Travel, as well as companies in the tourism industry chain such as Macau-related stocks, China International Travel Service, and Huazhu Group [3]
中国中免股价微跌0.03% 广州首家市内免税店即将开业
Jin Rong Jie· 2025-08-13 12:18
Group 1 - As of August 13, 2025, China Duty Free Group's stock price closed at 65.63 yuan, down 0.02 yuan or 0.03% from the previous trading day [1] - The stock had a trading volume of 244,828 hands and a turnover of 1.617 billion yuan, with a fluctuation range of 1.98% [1] - The stock opened at 66.15 yuan, reached a high of 66.80 yuan, and a low of 65.50 yuan during the trading session [1] Group 2 - China Duty Free Group is a leading duty-free operator in China, primarily engaged in the sale of duty-free goods [1] - The company operates duty-free stores in multiple key ports and cities across the country, covering various channels including airports, ports, and downtown areas [1] Group 3 - The first city duty-free store in Guangzhou is set to open on August 26, featuring a business model that combines "duty-free + taxable," "imported + domestic," and "offline + online" sales [1] - The new store will offer a diverse range of products including beauty and skincare, watches and jewelry, and high-end alcoholic beverages, along with various consumer experience activities during the opening period [1] Group 4 - On August 13, the main funds for China Duty Free Group experienced a net outflow of 112.3344 million yuan, with a cumulative net outflow of 10.9584 million yuan over the past five days [1]