601888 中国中免
已收盘 02-06 15:00:00
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新帖
简况
猝不及防！“老登”消费股要反转？
东方财富研究中心 · 02-05
猝不及防！“老登”消费股要反转？
财政部等三部门：海南自由贸易港岛内居民消费进境商品实行“零关税”
老虎资讯综合 · 02-05
财政部等三部门：海南自由贸易港岛内居民消费进境商品实行“零关税”
港股异动 | 中国中免(01880)涨近3% 海南免税市场迎“开门红” 公司并表DFS资产将为利润端带来直接贡献
智通财经 · 02-05
港股异动 | 中国中免(01880)涨近3% 海南免税市场迎“开门红” 公司并表DFS资产将为利润端带来直接贡献
智通决策参考︱电力设备维持高景气 免税概念或受追捧
智通财经 · 02-02
智通决策参考︱电力设备维持高景气 免税概念或受追捧
每周股票复盘：中国中免（601888）现2763.67万元大宗交易
证券之星 · 02-01
每周股票复盘：中国中免（601888）现2763.67万元大宗交易
1月28日中国中免现2763.67万元大宗交易
证券之星 · 01-28
1月28日中国中免现2763.67万元大宗交易
中国中免：公司旗下三亚国际免税城已经取得4A级景点资质
证券日报 · 01-26
中国中免：公司旗下三亚国际免税城已经取得4A级景点资质
中国中免：公司于2026年1月19日晚在上交所发布《全资孙公司收购DFS大中华区零售业务相关股权及资产、增发H股股份的公告》
证券日报 · 01-26
中国中免：公司于2026年1月19日晚在上交所发布《全资孙公司收购DFS大中华区零售业务相关股权及资产、增发H股股份的公告》
中国中免：部分3C产品及家居产品可以叠加使用国补优惠
证券日报 · 01-26
中国中免：部分3C产品及家居产品可以叠加使用国补优惠
中国中免：目前已经在购物小程序上实现云逛店服务
证券日报 · 01-26
中国中免：目前已经在购物小程序上实现云逛店服务
中国中免：公司积极引入新增大品类及原品类下的细分产品，进一步丰富海南全域商品供给
证券日报 · 01-26
中国中免：公司积极引入新增大品类及原品类下的细分产品，进一步丰富海南全域商品供给
【东吴商社吴劲草团队】中国中免| 收购DFS大中华区，引入LVMH深化战略合作
草叔消费升级研究 · 01-26
【东吴商社吴劲草团队】中国中免| 收购DFS大中华区，引入LVMH深化战略合作
东吴证券：给予中国中免买入评级
证券之星 · 01-26
东吴证券：给予中国中免买入评级
每周股票复盘：中国中免（601888）中免拟收购DFS大中华区业务
证券之星 · 01-25
每周股票复盘：中国中免（601888）中免拟收购DFS大中华区业务
国泰基金曾辉旗下国泰瑞悦3个月持有债券(FOF)年报最新持仓，重仓中国中免
证券之星 · 01-23
国泰基金曾辉旗下国泰瑞悦3个月持有债券(FOF)年报最新持仓，重仓中国中免
中国中免3.95亿美元收购DFS大中华业务，引入LVMH作为新股东
蓝鲸财经 · 01-22
中国中免3.95亿美元收购DFS大中华业务，引入LVMH作为新股东
景顺长城基金刘彦春旗下景顺成长年报最新持仓，重仓中国中免
证券之星 · 01-22
景顺长城基金刘彦春旗下景顺成长年报最新持仓，重仓中国中免
徐伟2025年四季度表现，中科沃土沃瑞混合A基金季度涨幅2.12%
证券之星 · 01-22
徐伟2025年四季度表现，中科沃土沃瑞混合A基金季度涨幅2.12%
路威酩轩集团于1月19日增持中国中免H股至6.30% - 港交所披露
美股速递 · 01-22
路威酩轩集团于1月19日增持中国中免H股至6.30% - 港交所披露
富国基金曹璐迪旗下富国旅游ETF年报最新持仓，重仓中国中免
证券之星 · 01-22
富国基金曹璐迪旗下富国旅游ETF年报最新持仓，重仓中国中免
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公司概况
公司名称：
中国旅游集团中免股份有限公司
所属行业：
商务服务业
上市日期：
2009-10-15
主营业务：
中国旅游集团中免股份有限公司的主营业务是以免税为主的旅游零售业务，公司还从事以免税业务为核心的商业综合体投资开发业务。公司的主要产品是免税商品及其他。
发行价格：
11.78
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11:49","pubTimestamp":1770263393,"startTime":"0","endTime":"0","summary":"免税商品聚焦岛内居民日常生活所需。","market":"us","thumbnail":"https://static.tigerbbs.com/b313a765b438321a64715699298a7bcf","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b313a765b438321a64715699298a7bcf"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"13091be9f700b12cd1605862b287ab30","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601888","01880"],"gpt_icon":0},{"id":"2609341365","title":"港股异动 | 中国中免(01880)涨近3% 海南免税市场迎“开门红” 公司并表DFS资产将为利润端带来直接贡献","url":"https://stock-news.laohu8.com/highlight/detail?id=2609341365","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609341365?lang=zh_cn&edition=full","pubTime":"2026-02-05 11:40","pubTimestamp":1770262854,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国中免涨近3%，截至发稿，涨2.72%，报94.3港元，成交额2.08亿港元。消息面上，2月5日市场消息，随着离岛免税新政实施和海南自贸港封关运作正式启动，海南离岛免税购物市场迎来“开门红”。从购物群体来看，2026年首月，离境旅客购买离岛免税商品1831.6万元；岛内居民“即购即提”购物金额1438.9万元。值得一提的是，中国中免此前公告称，附属拟收购DFSCotaiLimitada全部已发行股本。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401935.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01880","LU0326950275.SGD","DFS","601888","LU1997245177.USD","BK0040","LU1969619763.USD","BK4585","LU1791807156.HKD","LU2328871848.SGD","LU1720050803.USD","LU1328615791.USD","LU0593848301.USD","LU1794554557.SGD","LU0417516902.SGD","BK1224","BK0132","LU1820825898.SGD","LU0348825331.USD","LU0348735423.USD","BK0085","BK0187","BK4588","BK0188","BK0010","LU0417516738.SGD","LU1064130708.USD","LU1064131003.USD","LU1146622755.USD","LU2148510915.USD","VXUS","LU1997245094.SGD","LU1861220207.SGD","BK4166","LU0106831901.USD","BK0183","VT","LU1861217088.USD","LU1668664300.SGD","BK0196","BK0028","BK0012","BK0210","IE0005HP3H50.USD","LU2360107671.USD","BK0175"],"gpt_icon":0},{"id":"2608838810","title":"智通决策参考︱电力设备维持高景气 免税概念或受追捧","url":"https://stock-news.laohu8.com/highlight/detail?id=2608838810","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608838810?lang=zh_cn&edition=full","pubTime":"2026-02-02 09:08","pubTimestamp":1769994529,"startTime":"0","endTime":"0","summary":"地缘方面，伊朗局势持续紧绷。美国一艘航母、三艘濒海战斗舰、六艘驱逐舰，已抵达中东。伊朗最高领袖称如果美国开战将引发地区性战争：伊朗称已处于全面战备状态伊朗表示，一旦战争被挑起，将坚决反击。市场预期就业新增约6至8万人。相关合作方预计会受追捧。出口美国电力设备类持续维持高景气。海南封关后新年首月出入境客流同比增长31.8%，免税概念率先受益。急涨与暴跌交织的巨震显示，金价显然已超越了单纯的基本面主导。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400365.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1205","GLD","LU0620787316.HKD","02833","BK4504","BK4585","BK1585","UGL","BK1546","BK4535","LU1720050803.USD","MCHmain","159934","BK1230","IAU","LU0348735423.USD","01880","513600","IE0008369823.USD","HSImain","BK1116","BK1224","601888","518880","LU0164939612.USD","MGCmain","DUST","HHImain","LU1794554557.SGD","LU0417516902.SGD","SGUmain","SGCmain","LU0417516738.SGD","LU0348825331.USD","BK1179","GLDM","NUGT","LU0082770016.SGD","GDX","LU0082770016.USD","BK4588"],"gpt_icon":0},{"id":"2608072534","title":"每周股票复盘：中国中免（601888）现2763.67万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2608072534","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608072534?lang=zh_cn&edition=full","pubTime":"2026-02-01 01:03","pubTimestamp":1769878989,"startTime":"0","endTime":"0","summary":"截至2026年1月30日收盘，中国中免（601888）报收于89.37元，较上周的93.32元下跌4.23%。本周，中国中免1月26日盘中最高价报95.5元。1月29日盘中最低价报87.17元。中国中免当前最新总市值1848.94亿元，在旅游零售板块市值排名1/1，在两市A股市值排名89/5184。本周关注点来自交易信息汇总：中国中免1月28日发生2763.67万元大宗交易交易信息汇总1月28日中国中免现2763.67万元大宗交易以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020100000022.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0175","BK0132","LU1064130708.USD","BK0187","LU1820825898.SGD","BK0012","BK0010","LU1328615791.USD","BK0028","BK0183","LU2328871848.SGD","BK1224","LU1997245177.USD","LU1997245094.SGD","BK0196","LU1969619763.USD","601888","LU1794554557.SGD","LU1146622755.USD","LU2148510915.USD","LU1064131003.USD","LU0593848301.USD","LU0348825331.USD","BK0085","IE0005HP3H50.USD","LU0417516902.SGD","01880","LU1720050803.USD","LU0417516738.SGD","LU0348735423.USD","LU0326950275.SGD","BK0040","BK0210"],"gpt_icon":0},{"id":"2606945277","title":"1月28日中国中免现2763.67万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2606945277","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606945277?lang=zh_cn&edition=full","pubTime":"2026-01-28 17:40","pubTimestamp":1769593239,"startTime":"0","endTime":"0","summary":"证券之星消息，1月28日中国中免发生大宗交易，交易数据如下：大宗交易成交价格90.75元，相对当日收盘价溢价1.01%，成交30.45万股，成交金额2763.67万元，买方营业部为瑞银证券有限责任公司上海花园石桥路证券营业部，卖方营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部。截至2026年1月28日收盘，中国中免报收于89.84元，下跌1.06%，换手率2.31%，成交量45.15万手，成交额40.75亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012800030605.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2328871848.SGD","BK0040","LU0348735423.USD","LU1064130708.USD","601888","BK0085","LU1328615791.USD","IE0005HP3H50.USD","BK0210","LU0326950275.SGD","BK0132","BK0183","LU1820825898.SGD","BK0187","LU1997245177.USD","LU0348825331.USD","LU1064131003.USD","LU0417516902.SGD","BK0028","BK0188","BK1224","LU0593848301.USD","01880","LU1997245094.SGD","BK0012","LU0417516738.SGD","BK0175","BK0010","LU1146622755.USD","LU2148510915.USD","LU1969619763.USD","LU1720050803.USD","LU1794554557.SGD","BK0196"],"gpt_icon":0},{"id":"2606246171","title":"中国中免：公司旗下三亚国际免税城已经取得4A级景点资质","url":"https://stock-news.laohu8.com/highlight/detail?id=2606246171","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606246171?lang=zh_cn&edition=full","pubTime":"2026-01-26 22:09","pubTimestamp":1769436592,"startTime":"0","endTime":"0","summary":"证券日报网讯1月26日，中国中免在互动平台回答投资者提问时表示，根据国家离岛免税、口岸出入境免税以及市内免税政策的相关要求，经营免税品需要在特定地域和场所进行。公司旗下三亚国际免税城已经取得4A级景点资质，店内免税商品品类齐全，品牌众多，可最大程度满足旅客的一站式购物需求。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601263630994823.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0417516738.SGD","LU1064130708.USD","BK1224","LU1064131003.USD","LU0417516902.SGD","BK0210","01880","BK0183","LU1794554557.SGD","LU1969619763.USD","LU2328871848.SGD","LU2148510915.USD","LU1328615791.USD","BK0010","BK0012","LU1146622755.USD","BK0132","LU0326950275.SGD","BK0040","LU1820825898.SGD","LU1997245094.SGD","BK0188","BK0085","BK0028","601888","LU0593848301.USD","IE0005HP3H50.USD","LU0348735423.USD","BK0187","LU1997245177.USD","BK0196","BK0175","LU1720050803.USD","LU0348825331.USD"],"gpt_icon":0},{"id":"2606324502","title":"中国中免：公司于2026年1月19日晚在上交所发布《全资孙公司收购DFS大中华区零售业务相关股权及资产、增发H股股份的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2606324502","media":"证券日报","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606324502?lang=zh_cn&edition=full","pubTime":"2026-01-26 22:08","pubTimestamp":1769436538,"startTime":"0","endTime":"0","summary":"证券日报网讯1月26日，中国中免在互动平台回答投资者提问时表示，公司于2026年1月19日晚在上交所发布《全资孙公司收购DFS大中华区零售业务相关股权及资产、增发H股股份的公告》。通过本次交易，中国中免将收购DFS港澳地区零售门店（共计9家）及其大中华区的无形资产（包括DFS旗下一系列的品牌与IP于大中华区的独家使用权）。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601263630985675.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0028","BK4166","LU0417516902.SGD","LU0106831901.USD","BK0210","LU1861217088.USD","LU1997245094.SGD","BK4585","BK0175","LU1997245177.USD","BK0132","LU1791807156.HKD","DFS","601888","BK4588","BK0196","LU1794554557.SGD","LU0593848301.USD","LU1720050803.USD","LU2328871848.SGD","LU2360107671.USD","LU1668664300.SGD","LU2148510915.USD","LU0348825331.USD","BK0010","LU0417516738.SGD","LU1328615791.USD","BK0040","LU1064131003.USD","LU1064130708.USD","BK0085","BK0188","LU1820825898.SGD","BK1224","LU0348735423.USD","LU1969619763.USD","LU1861220207.SGD","BK0012","01880","LU1146622755.USD","LU0326950275.SGD","BK0183","IE0005HP3H50.USD","BK0187"],"gpt_icon":0},{"id":"2606245968","title":"中国中免：部分3C产品及家居产品可以叠加使用国补优惠","url":"https://stock-news.laohu8.com/highlight/detail?id=2606245968","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606245968?lang=zh_cn&edition=full","pubTime":"2026-01-26 21:48","pubTimestamp":1769435289,"startTime":"0","endTime":"0","summary":"证券日报网讯1月26日，中国中免在互动平台回答投资者提问时表示，部分3C产品及家居产品可以叠加使用国补优惠，大多数品类和品牌均可叠加使用海南省政府消费券，此外还有岛民专属优惠券。只要符合消费券解释的消费场景，均可参与叠加。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601263630965628.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1064130708.USD","LU0593848301.USD","LU2328871848.SGD","BK0010","BK0196","BK0183","LU0348735423.USD","LU0348825331.USD","01880","BK1224","IE0005HP3H50.USD","LU1997245094.SGD","601888","LU1997245177.USD","LU0417516738.SGD","LU0417516902.SGD","BK0132","LU1328615791.USD","LU1820825898.SGD","BK0175","BK0210","LU1720050803.USD","LU1146622755.USD","LU1064131003.USD","BK0188","BK0028","LU1969619763.USD","LU2148510915.USD","BK0040","BK0187","LU0326950275.SGD","BK0085","BK0012","LU1794554557.SGD"],"gpt_icon":0},{"id":"2606798248","title":"中国中免：目前已经在购物小程序上实现云逛店服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2606798248","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606798248?lang=zh_cn&edition=full","pubTime":"2026-01-26 21:12","pubTimestamp":1769433149,"startTime":"0","endTime":"0","summary":"证券日报网讯1月26日，中国中免在互动平台回答投资者提问时表示，公司始终秉持“分享购物的快乐，延伸旅游的享受”的企业使命，服务各行各业群体的消费需求。公司非常重视数字化转型带来的机遇，目前已经在购物小程序上实现云逛店服务，并通过算法模型应用在商品计划采购以及供应链履约环节等，提升公司运营管理效率。公司还在持续探索AI在销售及对客服务等过程中的应用。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601263630915719.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1064131003.USD","BK1224","BK0028","LU0326950275.SGD","BK0085","LU0417516902.SGD","LU0593848301.USD","LU1794554557.SGD","LU1820825898.SGD","BK0132","BK0196","LU1064130708.USD","LU1146622755.USD","LU1997245177.USD","LU1720050803.USD","LU0348825331.USD","BK0010","LU0417516738.SGD","BK0040","BK0187","BK0012","LU1969619763.USD","01880","LU1328615791.USD","BK0210","LU1997245094.SGD","IE0005HP3H50.USD","BK0183","LU2148510915.USD","LU2328871848.SGD","BK0175","LU0348735423.USD","601888","BK0188"],"gpt_icon":0},{"id":"2606248886","title":"中国中免：公司积极引入新增大品类及原品类下的细分产品，进一步丰富海南全域商品供给","url":"https://stock-news.laohu8.com/highlight/detail?id=2606248886","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606248886?lang=zh_cn&edition=full","pubTime":"2026-01-26 20:44","pubTimestamp":1769431487,"startTime":"0","endTime":"0","summary":"证券日报网讯1月26日，中国中免在互动平台回答投资者提问时表示，在最新的离岛免税政策指引下，公司积极引入新增大品类及原品类下的细分产品，进一步丰富海南全域商品供给；广泛宣传离岛政策下岛民购买免税商品的相关细则，并面向岛民提供购物专属优惠券；增加面向国外旅客的宣传力度，包括但不限于境外媒体宣传，同航司、旅行社、酒店合作等，吸引国外旅客到店消费。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601263630885487.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1064131003.USD","BK1224","BK0028","LU0326950275.SGD","BK0085","LU0417516902.SGD","LU0593848301.USD","LU1794554557.SGD","LU1820825898.SGD","BK0132","BK0196","LU1064130708.USD","LU1146622755.USD","LU1997245177.USD","LU1720050803.USD","LU0348825331.USD","BK0010","LU0417516738.SGD","BK0040","BK0187","BK0012","LU1969619763.USD","01880","LU1328615791.USD","BK0210","LU1997245094.SGD","IE0005HP3H50.USD","BK0183","LU2148510915.USD","LU2328871848.SGD","BK0175","LU0348735423.USD","601888","BK0188"],"gpt_icon":0},{"id":"2606632242","title":"【东吴商社吴劲草团队】中国中免| 收购DFS大中华区，引入LVMH深化战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2606632242","media":"草叔消费升级研究","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606632242?lang=zh_cn&edition=full","pubTime":"2026-01-26 15:52","pubTimestamp":1769413920,"startTime":"0","endTime":"0","summary":"本次收购是中免的首次跨境并购，中免将进一步强化在港澳地区免税市场的优势地位，整合DFS会员、品牌和门店资源，拓展海外渠道，推进国际化战略。公司与LVMH签署战略合作谅解备忘录，深化大中华区合作，LVMH作为股东和战略合作方，有利于推进旗下品牌与中免在各个渠道的进一步合作。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzIwMjU2Nzg0MQ==&mid=2247555776&idx=3&sn=a0e88e3cc576f076cb30c5177538ed85&chksm=9767e5be084161ed700275d6d206eb538f940634831b23819ec0b81267701ed5a0155cac0015&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["LU1969619763.USD","BK0132","BK0012","BK0196","BK0010","LU0326950275.SGD","BK0175","LU1064130708.USD","LU0348735423.USD","LU1794554557.SGD","LU0348825331.USD","LU0593848301.USD","BK0188","601888","LU1820825898.SGD","LU1064131003.USD","LU1997245177.USD","LU0417516738.SGD","BK1224","LU2328871848.SGD","LU0417516902.SGD","LU1328615791.USD","BK0210","LU1146622755.USD","BK0183","BK0187","LU1720050803.USD","BK0028","IE0005HP3H50.USD","BK0085","LU2148510915.USD","BK0040","01880","LU1997245094.SGD"],"gpt_icon":0},{"id":"2606293082","title":"东吴证券：给予中国中免买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2606293082","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606293082?lang=zh_cn&edition=full","pubTime":"2026-01-26 12:15","pubTimestamp":1769400950,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司吴劲草,王琳婧近期对中国中免进行研究并发布了研究报告《收购DFS大中华区，引入LVMH深化战略合作》，给予中国中免买入评级。本次收购是中免的首次跨境并购，中免将进一步强化在港澳地区免税市场的优势地位，整合DFS会员、品牌和门店资源，拓展海外渠道，推进国际化战略。最新盈利预测明细如下：该股最近90天内共有26家机构给出评级，买入评级18家，增持评级8家；过去90天内机构目标均价为107.07。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012600012863.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["01880","601888","601555"],"gpt_icon":0},{"id":"2606231766","title":"每周股票复盘：中国中免（601888）中免拟收购DFS大中华区业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2606231766","media":"证券之星","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606231766?lang=zh_cn&edition=full","pubTime":"2026-01-25 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100%股权、2家门店资产及大中华区无形资产。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012500000042.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0040","BK0175","BK0187","601888","BK0196","LU0348825331.USD","BK0028","BK0210","LU0326950275.SGD","BK0012","LU1328615791.USD","LU1997245094.SGD","LU1969619763.USD","LU0593848301.USD","LU0417516738.SGD","01880","BK0183","LU0348735423.USD","LU1146622755.USD","BK0188","BK1224","LU1820825898.SGD","LU1064131003.USD","LU2328871848.SGD","LU1064130708.USD","BK0010","BK0085","IE0005HP3H50.USD","LU1720050803.USD","LU1794554557.SGD","BK0132","LU1997245177.USD","LU2148510915.USD","LU0417516902.SGD"],"gpt_icon":0},{"id":"2605419101","title":"国泰基金曾辉旗下国泰瑞悦3个月持有债券(FOF)年报最新持仓，重仓中国中免","url":"https://stock-news.laohu8.com/highlight/detail?id=2605419101","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605419101?lang=zh_cn&edition=full","pubTime":"2026-01-23 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