智通财经APP获悉，中国中免(01880)涨超3%，截至发稿，涨3.23%，报52.75港元，成交额1.66亿港元。
消息面上，中国中免发布2025年第一季度报告，营业收入167.46亿元(人民币，下同)，同比下降10.96%；归属于上市公司股东的净利润19.38亿元，同比下降15.98%。另外，根据海口海关，一季度海南离岛免税销售额113.1亿元，同比减少11.4%，其中3月降幅环比收窄至-5.3%。东吴证券认为，中免市场地位稳固，中长期看好中免作为旅游零售龙头受益市内免税店政策和出境游的逐步恢复，在消费景气状态下受益于相对较高的行业增速。
另据报道，在近期出台的境外旅客购物离境退税“即买即退”等举措助推下，“五一”迎来入境游大爆发。中信证券表示，虽然离境退税店和免税店属于不同渠道，但对于免税运营商，尤其是旅游零售龙头中国中免而言，其门店布局分布于核心口岸、核心城市，均为出入境游客必经之处，入境旅游及衍生购物的增长料将带动其各类型门店的销售表现。
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