此次新设口岸进境免税店，为进境旅客提供了更加多元的免税购物选择，有利于发挥福建省口岸流量优 势，激活入境消费潜力。新设口岸进境免税店与福建省已布局的口岸出境免税店、福州和厦门市内免税 店、离境退税"即买即退"政策形成互补，构建起多层次、全方位的免税购物网络，实现"入境—市内— 出境"全流程消费场景覆盖，大幅提升旅客购物便利度与体验感。 央广网福州1月28日消息（记者罗晓英）近日，财政部、商务部等部门发文，同意在福州长乐国际机 场、泉州晋江国际机场、厦门翔安国际机场、五通客运码头和国际邮轮中心5个口岸新设进境免税店， 涵盖福建省3个机场、2个水运口岸。 ...

Investment Rating - The industry is rated as "Outperforming the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [2][49]. Core Insights - The social service sector has shown steady growth in consumer retail sales, with a 3.7% year-on-year increase in 2025, reaching a total of 50.12 trillion yuan. Urban retail sales grew by 3.6%, while rural sales increased by 4.1% [5][30]. - The sector experienced a 4.78% increase in the first two trading weeks of 2026, ranking 8th among 31 industries in the Shenwan classification [2][13]. - The introduction of duty-free shops at 41 ports is expected to enhance consumer spending and support the recovery of the tourism and retail sectors [5][30]. Summary by Sections Market Review & Industry Dynamics - The social service sector outperformed the CSI 300 index by 5.97 percentage points during the first two weeks of 2026, with notable increases in sub-sectors such as professional services (+7.65%) and hotel and catering (+4.75%) [2][13][17]. - The overall consumer spending and income levels are on the rise, with per capita disposable income reaching 43,377 yuan, a 5.0% increase year-on-year [5][30]. Investment Recommendations - Companies with strong growth potential in the travel and related industries are recommended for investment, including Tongcheng Travel, Huangshan Tourism, and Lijiang Co. [5][42]. - The report suggests focusing on hotel brands like Jinjiang Hotels and ShouLai Hotels, which are expected to benefit from the recovery of business travel and increased market share [5][42]. - Companies in the cross-border tourism market, such as China Duty Free Group and Wangfujing, are also highlighted due to the anticipated recovery in airport duty-free sales [5][42]. Company Dynamics & Announcements - The report notes significant developments, such as the establishment of new duty-free shops at 41 ports, which is expected to boost consumer spending [30]. - Other company-specific news includes the restructuring plans of Huazhong Hotel and the financial support initiatives by Lingnan Holdings to enhance operational capabilities [30].

★ 宏观动态 ★ 是否加入所谓"和平委员会"？中方回应 中国外交部发言人郭嘉昆21日主持例行记者会。有记者提问：昨天中方称已收到美方关于加入"和平委员会"的 邀请。美国总统特朗普20日表示，联合国应继续存在，但他刚宣布成立的所谓"和平委员会"可能会取而代之。 中方对此有何评论？中方是否会加入所谓"和平委员会"？ 郭嘉昆：关于"和平委员会"，中方昨天已经就相关问题做了回答。关于联合国，中国始终践行真正的多边主 义。无论国际形势如何变化，中国都坚定维护以联合国为核心的国际体系、以国际法为基础的国际秩序、以联 合国宪章宗旨和原则为基础的国际关系基本准则。 三部门：今明两年对个人投资者转让创新企业CDR取得的差价所得，暂免征收个人所得税 财政部、税务总局、中国证监会发布《于延续实施创新企业境内发行存托凭证试点阶段有关税收政策的公 告》。其中提到，自2026年1月1日至2027年12月31日，对个人投资者转让创新企业CDR取得的差价所得，暂 免征收个人所得税。对个人投资者持有创新企业CDR取得的股息红利所得，实施股息红利差别化个人所得税 政策，具体参照《财政部 国家税务总局 证监会关于实施上市公司股息红利差别化个人所得 ...