国元国际：海南封关政策红利持续释放建议关注中国中免(01880)与美兰空港(00357)

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智通财经APP获悉，国元国际发布研报称，海南全岛封关后，文旅市场呈现“免税消费爆发+入境客流激增+旅游交通升级”的爆发式增长态势，直接利好离岛免税龙头、旅游交通枢纽、海南本地文旅运营商三类股票标的，建议关注注中国中免(01880)与美兰空港(00357)。国元国际主要观点如下：文旅部数据显示，元旦假期全国国内出游1.42亿人次，总花费847.89亿元国家级夜间文化和旅游消费集聚区累计夜间客流量...

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It is recommended to pay attention to China CDFG (01880) and Meilan Airport (00357)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601888":1.5,"00357":1.5,"01880":1.5},"content_text":"智通财经APP获悉，国元国际发布研报称，海南全岛封关后，文旅市场呈现“免税消费爆发+入境客流激增+旅游交通升级”的爆发式增长态势，直接利好离岛免税龙头、旅游交通枢纽、海南本地文旅运营商三类股票标的，建议关注注中国中免(01880)与美兰空港(00357)。国元国际主要观点如下：文旅部数据显示，元旦假期全国国内出游1.42亿人次，总花费847.89亿元国家级夜间文化和旅游消费集聚区累计夜间客流量4271.82万人次。短途出游成为主流，城市本地休闲、近程旅游和周边游热度高。值得注意的是，元旦期间海南全省接待游客217.16万人次，与2025年同比增长25.2%；旅游总花费31.36亿元，同比增长28.9%。随着海南国际航线网络持续加密，覆盖亚欧多个重点区域，叠加多平台涉外营销推广，元旦入境旅游市场实现“爆发式增长”。1月1日数据显示，三亚入境游机票订单量同比增幅达5倍，海口增长近3倍，增速位列全国前两位。马来西亚、泰国、韩国、越南、澳大利亚成为主要入境客源地，国际游客的持续涌入丰富了海南旅游客源结构。同时受到受海南自贸港封关政策预期带动，“购物+度假”成主流模式，中海旅免税城周边酒店入住率同比增长约1.5倍。元旦假期，海南旅游接待场所人气旺盛，全省经营性住宿单位平均入住率达79.01%，同比提高3.8个百分点；A级旅游景区接待游客142.16万人次，同比增长35.5%；椰级乡村旅游点接待游客36.18万人次，同比增幅高达66.3%。封关政策红利持续释放，旅游+免税购打造增长引擎2026年元旦假期作为海南自贸港全岛封关后的首个小长假，旅游市场迎来“开门红”。全省接待游客217.16万人次，按可比口径同比增长25.2%；实现旅游总收入31.36亿元，同比增长28.9%，收入增速高于人次增速3.7个百分点，显示消费结构持续优化。离岛免税、入境旅游等领域表现突出，该行认为封关政策的红利与多元化产品供给将共同推动海南旅游市场进入高质量发展新阶段。海南自贸港全岛封关后，离岛免税政策实现多重优化，商品品类从1900余项扩展至6637项，叠加元旦假期让利活动，推动消费热情高涨。数据显示，元旦假期离岛免税销售额7.12亿元，同比激增128.9%，其中首日销售额2.51亿元，同比增长93.8%；购物人数8.35万人次，同比增长60.6%，客单价提升至8527元，反映政策优化与促销活动有效激发消费潜力。同时，海南封关后国际航线网络持续扩展，三亚、海口入境机票订单量同比分别增长5倍和3倍，位列全国前两位。至1月3日17时，海南共验放出入境人员2.8万余人次，客流量较去年同期增长23.5%。其中，海口美兰国际机场出入境人员1.6万余人次，同比增长41.8%；三亚凤凰国际机场出入境人员1.1万余人次，同比增长19.8%，其中马来西亚、泰国、韩国等东南亚及澳新地区游客成为主力客源。此次入境游的高增长不仅拓宽了客源结构，还带动高端酒店、餐饮等配套消费增长，例如元旦期间三亚国际免税城周边酒店入住量同比增长1.5倍。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601218002","isCrawlerRequest":true}

国元国际：海南封关政策红利持续释放 建议关注中国中免(01880)与美兰空港(00357)

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国元国际：海南封关政策红利持续释放建议关注中国中免(01880)与美兰空港(00357)