中国中免(01880)高开近5%,截至发稿,股价上涨3.34%,现报52.55港元,成交额8728.82万港元。
4月27日,商务部、财政部、文化和旅游部、海关总署、税务总局和中国民航局等六部门发布《进一步优化离境退税政策 扩大入境消费的通知》。离境退税起退点从500元下调至200元,并在转账退税已明确不设上限的基础上,将现金退税限额从1万元上调至2万元,且同步推动退税商店增量扩容、丰富退税商品供给、提高退税便捷度。
华泰证券此前表示,中免占据国内免税市场份额的81.74%(公司官网),旗下免税店作为旅游零售和承接消费回流的重要窗口,渠道价值得以凸显,有望受益于入境游需求增长,引入优质国货扩容产品矩阵,优化消费者体验,带动经营向上修复。
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