智通财经APP获悉，中国中免(01880)现跌超4%，截至发稿，跌3.77%，报49.8港元，成交额5578.53万港元。
消息面上，据海口海关统计，2026年端午假期，海南离岛免税购物金额、人数、购物件数分别为2.02亿元、3.47万人次、15.9万件，比2025年端午假期同期分别增长8.6%、11.2%、1.9%。人均支出恢复慢于出行人次。
兴业证券发布研报称，燃油成本增长致使出入海南客流航班及客流减少，压制离岛免税销售表现，后续来看，免税消费券、机票补贴等政策有望发力支撑。同时上海机场销售同标段降幅持续收窄，逐步开始贡献收入增量，叠加DFS销售完整季度并表，日上上海仓恢复发货推动Q2收入有望进一步增长。
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