The Zhitong Finance App learned that on December 7, due to news that Hainan will promote duty-free consumption promotion on outlying islands, A-share duty-free shop concept stocks and retail stocks were actively opened. As of press release, Commodity City (600415.SH), Dongbai Group (600693.SH), Sanjiang Shopping (), and Sanjiang Shopping () had 2 consecutive listings, Yonghui Supermarket (), Shenzhen SEG (000058.SZ), Renle (002336.SZ), Hainan Development (002163.SZ) and other stocks followed suit. 601116.SH 601933.SH
The Hainan Provincial Information Office will hold a press conference on Hainan's outlying islands to promote consumption at 10:00 a.m. on December 7. Relevant officials from China Free Group's Hainan Operation Center, Hainan Travel Investment Duty Free Company, Global Consumer Goods (Hainan) Trading Company, Shenzhen State-owned Duty Free Commodities Company, Wangfujing Group and other relevant officials will present the relevant situation.
Recently, several cities and counties in Hainan Province announced that they will no longer implement classification management for people coming (returning) from outside the province. Tianfeng Securities believes that as Hainan adjusts and optimizes the control of people coming and going to Qiongqiong, the current problem of insufficient passenger flow in Hainan is expected to be solved. According to convention, the fourth quarter and the first quarter of next year are traditional peak seasons for duty-free sales, and this personnel control adjustment is expected to drive tourism demand in Hainan. Currently, the duty-free supply side continues to improve, and the peak season is expected to usher in a recovery in demand.