股民刚庆祝涨停，千亿消费巨头就炸板，机构看高至101元

21世纪经济报道05-29

5月29日，大消费板块爆发，千亿巨头中国中免（601888.SH）上午强势拉涨停，但午后炸板；截至收盘，报59.58元/股，涨8.8%，总市值为1224亿元。　　此前，中国中免股价于1月20日盘中创下99.8元/股的年内新高，随后呈高位震荡走势，但2月24日跌停后便开启了下行通道，截至昨日盘中，中国中免股价触及年内新低54.56元/股，几近腰斩。截至一季度末，中国中免股东户数为31.05万户，较2...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2639552629?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-29 17:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2639552629","market":"hk","top_or_hot":-1,"title":"股民刚庆祝涨停，千亿消费巨头就炸板，机构看高至101元","media":"21世纪经济报道","content":"<div>\n<p>5月29日，大消费板块爆发，千亿巨头中国中免（601888.SH）上午强势拉涨停，但午后炸板；截至收盘，报59.58元/股，涨8.8%，总市值为1224亿元。　　此前，中国中免股价于1月20日盘中创下99.8元/股的年内新高，随后呈高位震荡走势，但2月24日跌停后便开启了下行通道，截至昨日盘中，中国中免股价触及年内新低54.56元/股，几近腰斩。截至一季度末，中国中免股东户数为31.05万户，较2...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605293754561348.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>股民刚庆祝涨停，千亿消费巨头就炸板，机构看高至101元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股民刚庆祝涨停，千亿消费巨头就炸板，机构看高至101元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 17:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605293754561348.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月29日，大消费板块爆发，千亿巨头中国中免（601888.SH）上午强势拉涨停，但午后炸板；截至收盘，报59.58元/股，涨8.8%，总市值为1224亿元。　　此前，中国中免股价于1月20日盘中创下99.8元/股的年内新高，随后呈高位震荡走势，但2月24日跌停后便开启了下行通道，截至昨日盘中，中国中免股价触及年内新低54.56元/股，几近腰斩。截至一季度末，中国中免股东户数为31.05万户，较2...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605293754561348.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1997245094.SGD","symbol_name":"安联神州A股基金AT Acc SGD","start_time":0,"source_url":"http://finance.eastmoney.com/a/202605293754561348.html","article_id":"2639552629","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605293754561348.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2639552629","pubTimestamp":1780048500,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"5月29日，大消费板块爆发，千亿巨头中国中免（601888.SH）上午强势拉涨停，但午后炸板；截至收盘，报59.58元/股，涨8.8%，总市值为1224亿元。此前，中国中免股价于1月20日盘中创下99.8元/股的年内新高，随后呈高位震荡走势，但2月24日跌停后便开启了下行通道，截至昨日盘中，中国中免股价触及年内新低54.56元/股，几近腰斩。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601888":"中国中免","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0085":"在线旅游","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","BK0040":"海南旅游岛","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0187":"一线龙头","BK0028":"国家队","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0132":"高送转概念","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK0210":"商务服务","LU1997245177.USD":"安联神洲A股基金","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0175":"白马股","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","BK0196":"行业龙头","BK0010":"央企"},"translate_title":"Just as investors celebrated the daily limit, 100 billion consumer giants exploded, and institutions looked as high as 101 yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601888":1},"content_text":"5月29日，大消费板块爆发，千亿巨头中国中免（601888.SH）上午强势拉涨停，但午后炸板；截至收盘，报59.58元/股，涨8.8%，总市值为1224亿元。　　此前，中国中免股价于1月20日盘中创下99.8元/股的年内新高，随后呈高位震荡走势，但2月24日跌停后便开启了下行通道，截至昨日盘中，中国中免股价触及年内新低54.56元/股，几近腰斩。截至一季度末，中国中免股东户数为31.05万户，较2月28日披露时减少了3.02万户。　　股价涨停后，有中国中免的网友表示“我还没上车”“不鸣则已，一鸣惊人”，不过也有声音认为上方套牢盘较多，质疑其上涨持续性。　　公开资料显示，中国中免主营免税商品零售，一季度实现归母净利润23.48亿元，同比增长21.18%；其中海南地区营收125.85亿元，同比增长28.26%。　　方正证券认为，中国中免利润高增，主要系海南离岛免税销售改善驱动。2026年一季度，海口海关共监管海南离岛免税购物金额142.1亿元/yoy+25.7%，购物人数181.6万人次/yoy+18%，购物件数1097.7万件/yoy+12%。26Q1，公司海南地区实现收入125.85亿元/yoy+28%，其中春节期间三亚国际免税城单日最高销售额突破2亿元，单日最高客流达9.2万人次。离岛免税销售情况在海南自贸港封关运作、离岛免税新政支持、中高端消费复苏多重驱动下持续改善，利好公司整体收入与利润增长。　　此外，方正证券指出，中国中免持续推进境外业务进展。公司全资子公司收购DFS大中华区零售业务事项完成交割；同时，公司完成向LVMH集团、Miller家族增发H股股份，正式确立三方在全球旅游零售领域的合作伙伴关系，公司国际化布局和品牌协同能力进一步增强。渠道布局方面，上海机场、北京机场免税店相继实现高效转场和顺利开业，公司核心机场渠道运营能力进一步提升，有利于公司充分把握国际客流恢复机遇、持续升级国际航空枢纽免税购物体验。　　估值方面，方正证券预计公司2026年至2028年归母净利润分别为50.18/58.65/67.46亿元，当前股价对应PE分别为26/22/19X，维持“推荐”评级。　　21快讯记者据南财投研通数据统计，自5月以来，已有7家券商给予中国中免“买入”评级，2家“推荐”，“强烈推荐”“增持”和“跑赢行业”各一家；3家券商给出目标价，最低目标价为85元/股，最高目标价为101.15元/股。（文章来源：21世纪经济报道）","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":"","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":"4.43.1","shortVersion":"4.43.1","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/2639552629","isCrawlerRequest":true}