中国中免（01880）今日盘中股价大跌5.08%，引起了投资者的广泛关注。
消息面上，中金公司近期发布研究报告，虽然维持对中国中免“跑赢行业”的评级，但考虑到行业估值中枢下移，下调了其A股目标价至95元人民币，同时下调H股目标价至95港元。这一目标价的调整，可能被市场解读为对公司未来估值预期的下调，从而引发了股价的短期抛售压力。
尽管有数据显示，一季度海南离岛免税购物金额同比增长25.7%，市场人气旺盛，且中金报告也看好公司未来在离境旅客、岛民免税等方面的增长潜力，但短期内目标价的下调消息显然主导了市场情绪，导致股价出现显著下跌。
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