华金证券：1月免税迎“开门红” 岛民免税落地扩容内需

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智通财经APP获悉，华金证券发布研报称，政策端“岛民免税”落地补齐自贸港消费拼图，数据端1月及春运初期销售验证行业复苏逻辑。根据海口海关及相关部门发布数据，2026年1月海南离岛免税购物金额达45.3亿元（同比+44.8%），实现新年“开门红”。此外，2月5日财政部、海关总署、税务总局联合印发通知，正式实施海南自由贸易港岛内居民消费进境商品“零关税”政策。华金证券主要观点如下：春节旺季预热充分，1...

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