10月7日，尽管"双节"假期临近收尾，记者仍看到cdf海口国际免税城内有许多旅客在选购免税品。 为迎接"双节"销售高峰，该免税城做足准备工作，通过试用试饮、主题快闪、满额赠礼等多种活动形式 为旅客提供多元化的购物体验。 海口海关积极推进智慧监管手段升级应用，对免税商品实施"溯源码"管理，确保每件商品从进口、 仓储到销售的所有信息都可实时查询和追溯，通过远程视频查验、电子标签验核、自动审单等"科技 +制度"创新，实现免税品全链条精准监管。 【纠错】 【责任编辑:焦鹏】 新华社海口10月9日电（记者吴茂辉）据海口海关统计，今年中秋国庆"双节"假期（10月1日至10月 8日），海口海关共监管离岛免税销售金额9.44亿元，购物人数12.29万人次，人均购物金额7685元，比 去年同期分别增长13.6%、3.2%、10%。 ...

10月8日，在海口日月广场的海控全球精品免税城，不少消费者选购免税品。今年国庆中秋假期，海南离 岛免税经营主体通过拓宽消费场景、推出促销活动等方式，持续释放消费活力。 海南日报全媒体记者 李天平 摄 10月8日，市民游客在海口湾遇见一场日落与霞光的完美"接力"，还有不少游客选择乘坐游船观赏美景。 海南日报全媒体记者 李天平 摄 ...

"我们引入近30家来自上海、成都、贵州等地的面包品牌，还有20余家咖啡品牌作为'面包搭子'，让这 场'碳水之旅'更加惬意。"湖南运达贸易有限公司总经理苏华介绍。 欢度长假，湖南各地体验式消费场景真不少。第七届长沙城市咖啡节、首届长沙全民爱好者咖啡大赛及 星沙非洲咖啡嘉年华，吸引"咖啡星人"集合；长沙滨江文化园的"无限返场・青年大会"，有市集、有展 览；浏阳以"河畔季风"消费季暨蒸菜嘉年华迎接八方来客，并推出万份蒸菜邀请大家免费品尝，还将用 两场焰火晚会点燃整座城市的消费热情，满足游客对于假日的更多期待。 华声在线全媒体记者 彭可心 通讯员 张埕 "刚刚出炉的蛋包洋芋恰巴塔，趁热吃风味最佳！"10月1日中午，长沙桂花里步行街上，来自贵州的小 袁在"HALO面包社"摊位前忙得满头是汗。她告诉记者："开摊1个多小时，已经卖出将近100个面包。" 国庆中秋长假首日，运达汇第二届超级长沙面包节在桂花里步行街拉开帷幕，全国100余家人气品牌集 体亮相，整条街上挤满了"闻香而来"的人们，有的开心品尝，有的打卡拍照。这场专为"面包脑袋"定制 的碳水盛宴，将一直持续至10月3日。 长沙本土面包品牌"一口面包"已连续两次参加超级 ...

政企联动全力拓展国际货运、客运航线 海南空中快线通达全球 7月27日，德国神鹰航空(Condor)运营的 "法兰克福—曼谷—三亚"第五航权航线首航航班成功抵达三亚凤 凰国际机场。该航线是海南自贸港首条通往欧洲的第五航权定期客运航线。海南日报全媒体记者 王程龙 摄 海南日报全媒体记者 曹马志 临近国庆假期，海口国际免税城越发热闹，消费升温，全球消费精品触手可及。当人们流连于琳琅满目 的全球好物时，可能并不知道，许多免税品是搭乘一条特别的"空中快线"飞来海南的。 这条"空中快线"是"第比利斯—海口—米兰"航线。海南紧密结合离岛免税产品发展需求，用好用足第五 航权政策红利，政企联动破解国际物流痛点，全力打通跨境物流快速通道，合力共创海南自贸港首条"免税快 线"。 A "免税快线"畅连欧洲 "海南自贸港第一次有了'免税快线'。"海南天宇航空服务有限责任公司董事长王昱燃至今仍清晰记得那 天的场景：2024年7月7日晚，一架全货机从格鲁吉亚第比利斯国际机场飞抵海口美兰国际机场，经短暂停留 后，于7月8日凌晨从海口美兰国际机场顺利启航，飞往意大利米兰马尔彭萨机场。 "第比利斯—海口—米兰"航线正式开通了!"从欧洲飞来，送来 ...

这条"空中快线"是"第比利斯—海口—米兰"航线。海南紧密结合离岛免税产品发展需求，用好用足第五 航权政策红利，政企联动破解国际物流痛点，全力打通跨境物流快速通道，合力共创海南自贸港首 条"免税快线"。 7月27日，德国神鹰航空(Condor)运营的 "法兰克福—曼谷—三亚"第五航权航线首航航班成功抵达三亚 凤凰国际机场。该航线是海南自贸港首条通往欧洲的第五航权定期客运航线。王程龙摄 临近国庆假期，海口国际免税城越发热闹，消费升温，全球消费精品触手可及。当人们流连于琳琅满目 的全球好物时，可能并不知道，许多免税品是搭乘一条特别的"空中快线"飞来海南的。 "免税快线"畅连欧洲 "海南自贸港第一次有了'免税快线'。"海南天宇航空服务有限责任公司董事长王昱燃至今仍清晰记得那 天的场景：2024年7月7日晚，一架全货机从格鲁吉亚第比利斯国际机场飞抵海口美兰国际机场，经短暂 停留后，于7月8日凌晨从海口美兰国际机场顺利启航，飞往意大利米兰马尔彭萨机场。 "第比利斯—海口—米兰"航线正式开通了!"从欧洲飞来，送来6.5吨免税品。"王昱燃全程参与航线的筹 备开通过程，自从有了这条航线后，一条连接海南离岛免税市场和欧洲众多品牌 ...

Core Viewpoint - Morgan Stanley has downgraded the earnings per share (EPS) estimates for China Duty Free Group (601888)(01880) by 13%, 7%, and 2% for this year, next year, and 2027 respectively, while also reducing revenue forecasts for 2025 to 2027 by 6% to 8% [1] Group 1 - The target price for China Duty Free Group has been raised from 55 yuan to 60 yuan, maintaining a "market perform" rating [1] - The demand for duty-free products has been weaker than expected due to a sluggish macroeconomic environment and intense channel competition, particularly on e-commerce platforms [1] - The gross margin for China Duty Free Group remains weak, especially in online sales [1] Group 2 - Morgan Stanley has lowered its operating profit forecast for this year by 12% due to weak gross margins and economic deleveraging [1] - The company is expected to see improved offline sales and profit margins after the Hainan Free Trade Port opens in mid-December this year, leading to a lighter downgrade in earnings estimates for the next two years [1]

Core Viewpoint - Morgan Stanley has downgraded the earnings per share (EPS) estimates for China Duty Free Group (01880) for this year, next year, and 2027 by 13%, 7%, and 2% respectively, while also reducing revenue forecasts for 2025 to 2027 by 6% to 8% [1] Group 1: Earnings and Revenue Forecasts - The operating profit forecast for this year has been reduced by 12% due to weak gross margins and economic deleveraging [1] - Target price has been raised from 55 yuan to 60 yuan, maintaining a "market perform" rating [1] Group 2: Market Conditions - The demand for duty-free products has fallen short of expectations, particularly on e-commerce platforms, amid a weak macroeconomic environment and intense channel competition [1] - Gross margins remain weak, especially in online sales [1] Group 3: Future Outlook - The opening of the Hainan Free Trade Port in mid-December is expected to improve offline sales and profit margins [1] - The downgrades for the next two years are relatively minor, indicating a cautious but optimistic outlook [1]

Core Viewpoint - China Duty Free Group (中国中免) experienced a decline in stock price, dropping over 3% to HKD 59.1, with a trading volume of HKD 128 million [1] Financial Performance - For the first half of the year, China Duty Free Group reported revenue of RMB 28.151 billion, a year-on-year decrease of 9.96% [1] - Gross profit was RMB 8.99 billion, down 12.23% year-on-year [1] - Profit attributable to equity shareholders was approximately RMB 2.622 billion, reflecting a year-on-year decline of 20.68% [1] Analyst Insights - Morgan Stanley revised its earnings per share estimates for China Duty Free Group for 2025 to 2027 down by 13%, 7%, and 2% respectively [1] - Revenue forecasts were adjusted down by 6% to 8%, while the target price was raised from HKD 55 to HKD 60, maintaining a "market perform" rating [1] - The firm noted that demand for duty-free products was weaker than expected, particularly on e-commerce platforms, and that the company's gross margin remains weak [1] Future Outlook - With the launch of the Hainan Free Trade Port in mid-December this year, there are expectations for improved offline sales and potential margin recovery [1]

Core Viewpoint - China Duty Free Group (中国中免) experienced a decline in stock price, dropping over 3% to HKD 59.1, with a trading volume of HKD 128 million [1] Financial Performance - For the first half of the year, the company reported revenue of RMB 28.151 billion, a year-on-year decrease of 9.96% [1] - Gross profit was RMB 8.99 billion, down 12.23% year-on-year [1] - Profit attributable to equity shareholders was approximately RMB 2.622 billion, reflecting a year-on-year decline of 20.68% [1] Analyst Insights - Morgan Stanley revised its earnings per share estimates for China Duty Free Group for 2025 to 2027 down by 13%, 7%, and 2% respectively, and lowered revenue forecasts by 6% to 8% [1] - The target price was adjusted from HKD 55 to HKD 60, maintaining a "market perform" rating [1] - The firm noted that demand for duty-free products was weaker than expected, particularly on e-commerce platforms, and that the company's gross margin remains weak [1] Future Outlook - With the launch of the Hainan Free Trade Port in mid-December, there are expectations for improved offline sales and potential margin recovery [1]

Core Viewpoint - Morgan Stanley has revised its earnings per share forecasts for China Duty Free Group down by 13%, 7%, and 2% for the years 2025 to 2027, respectively, while also lowering revenue forecasts by 6% to 8%. The target price has been adjusted from HKD 55 to HKD 60, maintaining a "Market Perform" rating. The report indicates that demand for duty-free products has been weaker than expected, particularly on e-commerce platforms, and that the company's gross margin remains weak. However, with the launch of the Hainan Free Trade Port in mid-December this year, offline sales are expected to improve, leading to better profit margins [1]. Group 1 - Earnings per share forecasts for China Duty Free Group have been reduced by 13%, 7%, and 2% for 2025, 2026, and 2027, respectively [1] - Revenue forecasts have been lowered by 6% to 8% [1] - Target price adjusted from HKD 55 to HKD 60, with a "Market Perform" rating maintained [1] Group 2 - Demand for duty-free products is weaker than expected, especially on e-commerce platforms [1] - The company's gross margin remains weak [1] - Anticipated improvement in offline sales and profit margins following the Hainan Free Trade Port launch in mid-December [1]