旅游零售

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旅游零售板块10月10日跌1.52%,中国中免领跌,主力资金净流出2.67亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-10 08:46
证券之星消息,10月10日旅游零售板块较上一交易日下跌1.52%,中国中免领跌。当日上证指数报收于 3897.03,下跌0.94%。深证成指报收于13355.42,下跌2.7%。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2.67亿元,游资资金净流入7565.64万元,散户资 金净流入1.92亿元。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 | -2.67 Z | -14.59% | 7565.64万 | 4.13% | 1.92亿 | 10.46% | 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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | ...
旅游零售板块10月9日跌2.67%,中国中免领跌,主力资金净流出3.38亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-09 09:03
证券之星消息,10月9日旅游零售板块较上一交易日下跌2.67%,中国中免领跌。当日上证指数报收于 3933.97,上涨1.32%。深证成指报收于13725.56,上涨1.47%。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 | 69.66 | -2.67% | | 35.59万 | | 24.86 Z | | 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 | -3.38亿 | -13.58% | 1.31亿 | 5.29% | 2.06亿 | 8.30% | | 学历日十六石,八丁学历书日中国 门/十分 女 女 下 中 中 八 小 | | | | | | | 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310 ...
价值是怎么回归的?贵州茅台、中国中免和海天味业为例!
雪球· 2025-10-08 01:52
以下文章来源于滇南王 ,作者滇南王 滇南王 . 十年如一日,专注品牌100强研究! ↑点击上面图片 加雪球核心交流群 ↑ 风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 作者: 滇南王 来源:雪球 国庆假期 , 一朋友从上海来云南游玩 , 联系我聚聚 , 因为我没在昆明 , 最终他打车花了两个半小时 , 来与我交流了好久 , 整个交流的过程 , 印象最深的就是问我价值是怎么回归 ? 价值是怎么回归的 ? 这是我体系中比较重要的一个逻辑 , 结合聊天的过程 , 今天整理出来分享给大家 , 当做我国庆和中秋送给大家的礼物 , 希望大家好好领悟 ! 我们投资 , 核心就是立足于企业的价值上 , 但是作为一家优秀企业 , 容易被市场炒作 , 这个时候 , 一定要看明白 , 企业的价值是怎么回归 的 ! 企业的价值回归 , 其实只有两种 , 一种就是价格回归 , 另外一种就是利润增长 ! 我们先看第一种 , 价格回归 ! 很多人企业炒作 , 最终就是尘归尘 , 土归土 , 原因就是价格回归 , 比如10元的企业 , 不管炒作到30还是50 , 如果没有业绩的增长能稳住 , 最终都会 ...
三亚国际免税城单日销售额破亿
Bei Ke Cai Jing· 2025-10-06 15:16
校对 卢茜 编辑 王真真 新京报贝壳财经讯 10月6日,据中国旅游集团公众号消息,国庆中秋假期,海南作为热门旅游目的地, 热度不断攀升。10月5日,中国旅游集团旗下cdf三亚国际免税城单日销售额突破1.2亿元。 ...
晨会纪要:对近期重要经济金融新闻、行业事件、公司公告等进行点评-20250930
Xiangcai Securities· 2025-09-30 01:48
Industry Overview - In August, the total retail sales of consumer goods reached 39,668 billion yuan, growing by 3.4% year-on-year. Excluding automobiles, retail sales amounted to 35,575 billion yuan, with a growth of 3.7% [2] - From January to August, the total retail sales of consumer goods were 323,906 billion yuan, increasing by 4.6%. Excluding automobiles, retail sales were 292,643 billion yuan, with a growth of 5.1% [2] - By consumption type, in August, the retail sales of goods were 35,172 billion yuan, growing by 3.6%, while catering revenue was 4,496 billion yuan, increasing by 2.1% [2] E-commerce and Online Retail - From January to August, the online retail sales reached 99,828 billion yuan, growing by 9.6%. Among this, the physical goods online retail sales were 80,964 billion yuan, with a growth of 6.4%, accounting for 25.0% of total retail sales [3] - Categories such as food, clothing, and daily necessities saw growth rates of 15.0%, 2.4%, and 5.7% respectively [3] Consumer Trends - The consumer market in China is showing a moderate recovery, with a clear structural characteristic in consumption growth. Online channels are significantly driving this growth, and service consumption remains active [3] - The beauty and personal care sector is experiencing a shift towards functional skincare, domestic brands, and premium products, with leading brands achieving high growth despite market challenges [4] Investment Opportunities - Recent additions to the Hong Kong Stock Connect list include several retail and light manufacturing stocks, which may see increased liquidity and trading opportunities [5] - The beauty care industry is witnessing a shift towards rational consumption, with consumers focusing more on product quality and cost-effectiveness, benefiting domestic brands [5] - The upcoming National Day and Mid-Autumn Festival holidays are expected to boost the tourism retail sector, with a focus on online travel platforms, theme parks, and chain hotels [6] Recommendations - Maintain an "overweight" rating on the retail industry, with a focus on newly added Hong Kong stocks in the retail sector and domestic beauty brands during the Double Eleven pre-sale period [6]
旅游零售板块9月29日涨0.71%,中国中免领涨,主力资金净流出9430.37万元
Zheng Xing Xing Ye Ri Bao· 2025-09-29 08:45
Group 1 - The tourism retail sector increased by 0.71% on September 29, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Group 2 - The tourism retail sector experienced a net outflow of 94.30 million yuan from institutional investors, while retail investors saw a net inflow of 65.68 million yuan [2] - China Duty Free Group had a net outflow of 94.30 million yuan from institutional investors, representing a 5.30% net share [2]
8月份社会消费品零售总额增长3.4%:商贸零售行业周报-20250928
Xiangcai Securities· 2025-09-28 10:57
Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Insights - The retail sector experienced a 4.32% decline last week, underperforming the CSI 300 index by 5.39 percentage points [4][9] - The current Price-to-Earnings (PE) ratio for the retail sector is 40.68X, down 1.85 percentage points from the previous week, with a one-year range of 27.98X to 43.58X [5][17] - The retail sales of consumer goods in August reached 39,668 billion yuan, growing by 3.4% year-on-year, with significant contributions from online channels and service consumption [6][20] Summary by Sections Industry Performance - The retail sector's index closed at 2,384.72 points, ranking 29th among Shenwan's primary industries [4][9] - The sector's absolute return over the past 12 months is 38.0%, while the relative return is 9.7% [3] Industry Valuation - The current Price-to-Book (PB) ratio is 1.96X, with a one-year range of 1.36X to 2.1X [5][18] Industry Dynamics - In August, retail sales of consumer goods grew by 3.4%, with a total of 39,668 billion yuan, and online retail sales increased by 9.6% [6][20] - The beauty and personal care segment showed a mild recovery, with retail sales reaching 34.9 billion yuan in August, up 5.1% year-on-year [21] Investment Recommendations - The report suggests focusing on high-end domestic beauty brands and tourism-related retail sectors as potential investment opportunities [7][24] - The upcoming Double Eleven shopping festival is expected to boost sales for domestic beauty brands, particularly high-end products [24][25]
旅游零售板块9月26日涨0.07%,中国中免领涨,主力资金净流出1428.64万元
Zheng Xing Xing Ye Ri Bao· 2025-09-26 08:48
Group 1 - The tourism retail sector increased by 0.07% on September 26, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - The trading volume for China Duty Free Group was 284,700 shares, with a closing price of 70.20 [1] Group 2 - The tourism retail sector experienced a net outflow of 14.29 million yuan from institutional investors and 31.92 million yuan from speculative funds, while retail investors saw a net inflow of 46.21 million yuan [1] - The net outflow from institutional investors for China Duty Free Group was 14.29 million yuan, accounting for -0.72% of the total, and from speculative funds was 31.92 million yuan, accounting for -1.60% [1] - Retail investors contributed a net inflow of 46.21 million yuan, representing 2.32% of the total for China Duty Free Group [1]
中国中免(601888):2025年中报点评:核心商业有复苏迹象,免税龙头彰显经营韧性
Huachuang Securities· 2025-09-26 02:23
Investment Rating - The report maintains a "Recommended" rating for China Duty Free Group (601888) with a target price of 79.31 CNY, compared to the current price of 70.15 CNY [4][8]. Core Insights - The core business shows signs of recovery, with the duty-free leader demonstrating operational resilience. In the first half of 2025, the company achieved operating revenue of 28.151 billion CNY, a year-on-year decrease of 9.96%. The net profit attributable to shareholders was 2.6 billion CNY, down 20.81% year-on-year [2][4]. Financial Performance Summary - For the second quarter of 2025, the company reported main revenue of 11.405 billion CNY, a decline of 8.45% year-on-year, with a gross margin of 32.77%. The net profit attributable to shareholders for the quarter was 662 million CNY, down 32.21% year-on-year [2][4]. - The forecast for total revenue from 2024 to 2027 shows a gradual recovery, with expected revenues of 56.474 billion CNY in 2024, 57.136 billion CNY in 2025, 61.330 billion CNY in 2026, and 65.822 billion CNY in 2027, reflecting a year-on-year growth rate of 1.2% in 2025 and 7.3% in 2026 and 2027 [4][9]. - The net profit attributable to shareholders is projected to be 4.267 billion CNY in 2024, increasing to 4.688 billion CNY in 2025, 5.268 billion CNY in 2026, and 5.970 billion CNY in 2027, with growth rates of -36.4% in 2024 and 9.9% in 2025 [4][9]. Business Development Summary - The core duty-free business is facing challenges, particularly in the Hainan offshore duty-free market, which saw sales drop by 9.2% year-on-year to 16.76 billion CNY, primarily due to a 26.2% decline in shopping visits. However, the average transaction value increased by 23.0% to 6,754 CNY, indicating effective strategies to enhance customer spending [4][8]. - The company is actively expanding its airport and port duty-free network, successfully winning bids for the operation rights of several key locations, including Guangzhou Baiyun International Airport [4][8]. - The company has made significant strides in diversifying its operations, with a notable increase in city duty-free store licenses from 7 to 13, and has entered the Vietnamese market with new stores [4][8]. Competitive Position and Outlook - As the only state-authorized enterprise to conduct duty-free business nationwide, the company holds a strong competitive position, owning nearly 50% of the 28 city duty-free stores in China. The market share in Hainan has increased by nearly 1 percentage point year-on-year [4][8]. - The digital transformation has been effective, with membership surpassing 45 million and online revenue accounting for 28.5% of total revenue. Although short-term performance may remain under pressure, the recovery of consumer confidence and international travel is expected to boost duty-free consumption demand [4][8].
旅游零售板块9月25日跌0.16%,中国中免领跌,主力资金净流出2.19亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-25 08:37
Group 1 - The tourism retail sector experienced a slight decline of 0.16% on September 25, with China Duty Free Group leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index rose by 0.67% to 13445.9 [1] - China Duty Free Group's stock closed at 70.15, reflecting a decrease of 0.16% with a trading volume of 244,700 shares and a transaction value of 1.712 billion yuan [1] Group 2 - The tourism retail sector saw a net outflow of 219 million yuan from major funds, while retail investors contributed a net inflow of 152 million yuan [1] - The breakdown of fund flows for China Duty Free Group indicates a net outflow of 21.947 million yuan from major funds, accounting for 12.78% of the total, with retail investors contributing a net inflow of 152 million yuan, representing 8.90% [1]