智通财经APP获悉，中国中免(01880)早盘涨近6%，截至发稿，涨4.64%，报53港元，成交额7145.38万港元。
消息面上，据海口市商务局官网公布的海口海关数据，今年1-6月，海口海关累计监管离岛免税购物金额199.2亿元，同比增长18.8%。长城证券认为，中国中免海南基本盘稳固，有望持续发挥海南地区免税龙头优势，扩大市场份额。展望后续，该行认为，伴随着暑期出行的高景气度，中国中免业绩有望环比向好，看好中国中免后续业绩增长动能。
值得注意的是，财政部、海关总署、税务总局近期联合发布电池消费税政策调整公告。中信证券研报称，这一举措既是对今年政府工作报告“调整优化消费税征税范围和税率”要求的具体落实，也生动诠释了消费税改革“成熟一批、推进一批”的渐进式思路。预计未来消费税改革将继续沿着优化征收范围、调整税率结构、推进征收环节后移三大方向深化。
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