海南免税奢侈品卖“疯”了？中免三季度净利大增逾140%

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>海南免税新政实施首个季度，奢侈品消费热情高涨，推动国内最大的免税业务运营商股价走强seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>中国中免（601888.SH，下称“中免”）27日公布的财报显示，今年第三季度，中免实现营收158.29亿元，seline; -webkit-font-smoothing: antialiased; word-break: break-word;”>同比增长38.97%；归母净利润22.34亿元，seline; -webkit-font-smoothing: antialiased; word-break: break-word;”>同比增长141.90%。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>受财报数据提振，在股价阴跌多日后，中免今日高开近3%，盘中一度涨逾7%。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>

<p class="img-desc" style="box-sizing: border-box; margin: -2px auto 15px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; font-size: 14px; line-height: 20px; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(153, 153, 153); text-align: center; max-width: 690px; white-space: normal; background-color: rgb(255, 255, 255);”>中免近期股价走势（来源：雪球）

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>中免在财报中表示，三季度业绩大增主要是受7月1日海南离岛免税新政实施的影响，其离岛免税业务实现同比大幅增长，特别是毛利率较高的seline; -webkit-font-smoothing: antialiased; word-break: break-word;”>奢侈品箱包、腕表和贵重珠宝的销售增长显著。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>

<p class="img-desc" style="box-sizing: border-box; margin: -2px auto 15px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; font-size: 14px; line-height: 20px; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(153, 153, 153); text-align: center; max-width: 690px; white-space: normal; background-color: rgb(255, 255, 255);”>中免财报部分节选

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>新政实施后，离岛免税购物额度从每年每人3万元提高至10万元，取消了单件商品8000元的免税限额，同时化妆品单次购买数量从12件提升至30件，新增手机、平板电脑等7类商品。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>海关总署数据显示，7月1日至9月30日，海口海关共监管离岛免税购物金额86.1亿元，同比增长227.5%，日均过亿元。