该行表示，消费减弱及出境旅游增长继续拖累以中国中免为主导的国内免税市场。虽然基数较低，但今 年第二季的销售额仍同比下跌8.5%，高于该行早前预测的下跌低个位数水平。该行预期，中国中免第 三季的收入将按年下降中个位数；由于基数较低，预期中国中免第四季的收入降幅将收窄至低个位数， 但今年以后的增长前景仍不明朗。 消息面上，海口海关发布数据，今年国庆中秋假期，海口海关共监管离岛免税销售金额9.44亿元人民 币，同比增长13.6%。汇丰发布研报称，今年10月黄金周的经调整日均销售额仅同比增长5%。 中国中免（601888）(01880)尾盘跌超3%，截至发稿，跌3.18%，报59.3港元，成交额1.39亿港元。 ...

消息面上，海口海关发布数据，今年国庆中秋假期，海口海关共监管离岛免税销售金额9.44亿元人民 币，同比增长13.6%。汇丰发布研报称，今年10月黄金周的经调整日均销售额仅同比增长5%。 智通财经APP获悉，中国中免(01880)尾盘跌超3%，截至发稿，跌3.18%，报59.3港元，成交额1.39亿港 元。 该行表示，消费减弱及出境旅游增长继续拖累以中国中免为主导的国内免税市场。虽然基数较低，但今 年第二季的销售额仍同比下跌8.5%，高于该行早前预测的下跌低个位数水平。该行预期，中国中免第 三季的收入将按年下降中个位数；由于基数较低，预期中国中免第四季的收入降幅将收窄至低个位数， 但今年以后的增长前景仍不明朗。 ...

（文章来源：央视新闻） 据海口海关统计，今年中秋国庆双节假期期间（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%， 免税购物热潮持续升温。 ...

提起在海南消费，第一时间想到的可能就是"免税消费"。 近年来，作为"国际旅游消费中心"，海南紧扣"离岛免税、医疗、教育"三大境外消费回流核心领域，构 建起"引进来"与"走出去"双向赋能的消费生态。让国内消费者在"足不出境享全球服务"的同时，将全球 目光聚焦于此，成为国际消费市场的重要新枢纽。 创新服务形态，也成为海南医疗消费吸引市场的亮点。 "'喜松堂茶语'将中医药养生理念巧妙融入茶饮产品，为消费者提供兼具养生功效的特色茶饮，深受市 场好评。目前，喜松堂茶语店已经开设4家。"三亚市中医院党委委员、副院长袁爱林表示。 8月4日，海南省人民政府办公厅发布《海南省加快构建具有特色和优势现代化产业体系三年行动方案 (2025-2027年)》，其中提到，"加快推进境外医疗消费回流，持续推动临床真实世界数据应用试点工作 走深走实，每年力争2至4个真实世界研究试点产品获批国内上市，争取每年引进国际创新药械不少于40 种，到2027年医疗旅游人数突破150万人次。" 教育消费与"免税消费"打开增量空间 海南比勒费尔德应用科学大学(以下简称"比科大")的教室里，一场德语授课正在进行。 医疗消费"实力圈粉" 三亚国际友好中医疗养 ...

国庆中秋假期海南各地将推出丰富多彩促消费活动 首店首展上新 主题活动多样 三亚将举办"2025年一'鹿'生花 国庆潮购节"，在大悦城、夏日站等重点商圈开展特色消费活动，大 悦城"悦入主场一起浪"一周年店庆、夏日站"双节同庆，夏日加码"、青春颂"临川游园会"等活动将同步 推出。三亚高标准打造的文旅商体项目——三亚湾壹号将于10月1日开业。三亚还将发放满减餐饮消费 券，激发餐饮消费活力;优化入境消费环境，离境退税商店商品覆盖服装、化妆品、钟表首饰等品类， 为旅客提供更丰富便利的购物选择。 为激发离岛免税消费活力，海南各大离岛免税店将推出折扣福利、主题活动等形式多样的促销活 动。cdf海口国际免税城将推出嘉年华活动，优化旅客购物体验。海控全球精品免税城将推出国庆主题 活动，包括游戏互动、名酒品鉴及国庆市集等内容。三亚发放离岛免税消费券，各免税主体积极策划推 出特色主题活动，cdf三亚国际免税城将推出"双节同庆·折启盛宴"主题促销，三亚海旅免税城将推出"满 额赠礼"等促销活动。 此外，国庆中秋假期，我省汽车、手机等数码产品、家电等领域商家结合消费品以旧换新政策，将 推出叠加优惠、优化服务等系列举措，促进消费品以旧换新 ...

近日，商务部等9部门联合印发的《关于扩大服务消费的若干政策措施》落地实施，带动入境消费、边境旅游与服务型消费协同升温。 据统计，今年1至8月，外国人入境5126.8万人次，同比上升27.8%。我国服务零售额同比增长5.1%。数字消费、绿色消费、健康消费等新型消费持续壮 大，入境消费持续扩大。截至8月底，全国离境退税商店数量突破1万家，前8个月退税商品销售额同比增长97.5%，享受退税人数同比增长2.5倍。 新疆、内蒙古等地的实践表明，服务消费的提质扩容，不仅能激活本地经济，更能成为吸引国际游客、提升国家形象、反哺外贸出口的"软实力引擎"。 离境退税与支付便利化 构筑"中国购"基础 《关于扩大服务消费的若干政策措施》将"优化离境退税服务"列为重点任务。政策核心是让境外游客"买得方便、退得顺畅"。北京设立3个"即买即 退"集中退付点，上海启用全国首台离境退税自助开单机，深圳推行海关"一单一包"免拆封验核模式，极大提升购物体验。 服务扩围带动入境游与 边境经济协同升温 今年以来，入境免签等政策红利叠加消费场景创新，激发境外游客"中国游"与"中国购"双重热潮。 在新疆，中哈霍尔果斯国际边境合作中心边境游、跨境游、购物 ...

央视网消息：近日，商务部等九部门联合印发的《关于扩大服务消费的若干政策措施》落地实施，带动入境消费、边境旅游与服务型消费 协同升温。 据统计，今年1至8月，外国人入境5126.8万人次、同比上升27.8%。我国服务零售额同比增长5.1%。数字消费、绿色消费、健康消费等新 型消费持续壮大，入境消费持续扩大。截至8月底，全国离境退税商店数量突破1万家，前8个月退税商品销售额同比增长97.5%，享受退税人 数同比增长2.5倍。 今年以来，入境免签等政策红利叠加消费场景创新，激发境外游客"中国游"与"中国购"双重热潮。 在新疆，中哈霍尔果斯国际边境合作中心边境游、跨境游、购物游成为入境消费"新通道"， 7月以来，日均进出人员超3万人次。乌鲁木 齐天山机场前8个月进出境旅客62.3万人次，同比增长69.5%，其中以旅游观光为目的的旅客占比达40%。海关推出的"即买即退"等退税便利举 措，进一步激发了入境旅客消费活力，共办理离境退税371票，涉及金额527.94万元。 新疆、内蒙古等地的实践表明，服务消费的提质扩容不仅能激活本地经济，更能成为吸引国际游客、提升国家形象、反哺外贸出口的"软 实力引擎"。 政策赋能消费新引擎 ...

Core Insights - Hainan is positioned as a significant hub for international trade and tourism, with its free trade port construction entering a critical phase, aiming for full island closure operations within three months [1][4][6] - The island's duty-free shopping sector has matured, with a total of 12 duty-free stores covering major cities, and has seen over 200 billion yuan in shopping amounts since the new policies were implemented [2][3] - Hainan's economic growth is driven by a robust consumer market, with retail sales reaching 176.2 billion yuan in the first eight months of 2025, growing 9.6% year-on-year, outperforming the national average [3][6] Duty-Free Shopping and Consumer Trends - Hainan has established a comprehensive duty-free shopping landscape with 7 operators and 12 stores, covering over 500,000 square meters [2] - New delivery methods such as "mail delivery" and "immediate pick-up" have been introduced to enhance consumer convenience [2] - The cumulative shopping amount in the duty-free sector has surpassed 2.5 trillion yuan, accounting for over 68% of the national market [3] Policy and Regulatory Developments - The announcement of full island closure operations on December 18 has led to the implementation of key policies, including a significant expansion of the zero-tariff product list from 1,900 to approximately 6,600 items [4][5] - A smart customs supervision platform has been launched to support efficient customs operations post-closure [4] Foreign Investment and Economic Growth - Hainan has attracted significant foreign investment, with actual foreign capital usage reaching 102.5 billion yuan over five years, growing at an annual rate of 14.6% [6] - The province has seen a substantial increase in foreign direct investment, with a year-on-year growth of 97% [6] Industrial Development and Innovation - Hainan is focusing on building a modern industrial system, with GDP reaching 370.2 billion yuan in the first half of the year, and industrial output value growing by 11.4% [8] - The province is enhancing its industrial structure, with key sectors such as tourism, modern services, high-tech industries, and tropical agriculture contributing significantly to economic growth [8][9] - Hainan has established itself as a center for commercial aerospace, with successful rocket launches and the development of a commercial launch site [7][8]

Group 1 - A total of 176 countries and regions have invested in Hainan over the past five years, establishing partnerships with 39 overseas free trade zones (ports) [1][2] - Hainan's free trade port has launched a smart customs supervision platform to support zero-tariff and processing value-added businesses, enhancing efficient customs clearance and supervision [2] - The tourism, modern service, high-tech industry, and tropical characteristic agriculture sectors contribute to 68.6% of Hainan's GDP, with free trade port key parks accounting for significant investment and tax revenue [3] Group 2 - The first phase of the "Deep Sea No. 1" project has been fully operational, becoming the largest offshore gas field in China, with marine production value growing at an annual rate of 13.9% [3] - The fifth Consumer Expo has been successfully held, becoming the largest consumer goods exhibition in the Asia-Pacific region [4] - The Boao Lecheng International Medical Tourism Pilot Zone has completed over 500 types of international innovative drugs and medical devices, benefiting over 160,000 patients [4]

Group 1 - The core viewpoint is that Hainan Free Trade Port has made significant progress in its development over the past five years, with increasing openness and an improved industrial system [1][2] - Hainan's actual foreign investment reached 102.5 billion yuan, with an annual growth rate of 14.6%, and investment from 176 countries and regions [1] - The tourism, modern service, high-tech industry, and tropical agriculture sectors account for 68.6% of Hainan's GDP, highlighting their importance in economic growth [1] Group 2 - The duty-free sales in Hainan account for over 8% of the global duty-free market, with cumulative shopping amounts exceeding 250 billion yuan [1] - Hainan's total retail sales from January to August reached 176.2 billion yuan, growing by 9.6%, which is 5 percentage points higher than the national average [1] - The Hainan Free Trade Port will enter a new phase of full island closure operation on December 18, with ongoing policy benefits and innovation [2]