624 lines
39 KiB
HTML
624 lines
39 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>零售消费免税 - 概念深度研报 | 价小前投研</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<!-- ECharts -->
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<!-- Google Fonts -->
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: rgba(79, 70, 229, 0.4); /* Indigo */
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--glow-color-2: rgba(219, 39, 119, 0.3); /* Fuchsia */
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body {
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font-family: 'Manrope', sans-serif;
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background-color: #020413;
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color: #e2e8f0;
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border-radius: 24px;
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transition: all 0.3s ease;
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}
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pointer-events: none;
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.glow-1 {
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animation: pulse 10s infinite alternate;
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0% { transform: scale(0.9) translate(-10%, -10%); opacity: 0.7; }
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.table thead th, .table tbody td {
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.stat-title {
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color: #9ca3af;
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</style>
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</head>
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<body class="min-h-screen">
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<div class="glow-effect glow-1"></div>
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<div class="glow-effect glow-2"></div>
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<div class="glow-effect glow-3"></div>
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<div class="relative z-10 container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-r from-gray-200 via-gray-400 to-gray-600 mb-4">
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零售消费免税
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</h1>
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<p class="text-lg text-slate-400">概念深度研报</p>
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<p class="text-sm text-slate-500 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<main class="space-y-12">
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<!-- Core Insight Section -->
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<section id="insight">
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<div class="glass-card p-6 md:p-8 space-y-6">
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<h2 class="section-title">核心观点 (Core Insight)</h2>
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<p class="text-lg text-slate-300 leading-relaxed border-l-4 border-indigo-500 pl-4">
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“零售消费免税”概念正处于从 <strong class="text-indigo-300">海南单极驱动</strong> 向 <strong class="text-fuchsia-300">“海南深化+市内扩张”双轮驱动</strong> 的关键转型期。其核心驱动力源自明确且持续深化的国家顶层政策设计，旨在截留万亿级海外消费。然而，当前概念面临着“宏大政策叙事”与“疲软终端数据”之间的显著预期差，短期业绩承压，但长期空间依然广阔，市场博弈的焦点在于政策红利的实际转化效率与节奏。
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</p>
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</div>
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</section>
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<!-- Bento Grid Layout -->
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<section id="detailed-analysis" class="grid grid-cols-1 md:grid-cols-3 lg:grid-cols-4 gap-6">
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<!-- Timeline -->
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<div class="glass-card p-6 md:p-8 col-span-1 md:col-span-3 lg:col-span-2 lg:row-span-2">
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<h3 class="font-bold text-xl mb-6 text-slate-200">关键事件时间轴</h3>
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<div class="timeline space-y-6">
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2020年7月1日</p>
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<p class="text-slate-400 text-sm">海南离岛免税新政实施，市场进入高速发展期。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2023年4月</p>
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<p class="text-slate-400 text-sm">海南试点“即购即提”与“担保即提”，提升购物便利性。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2024年10月1日</p>
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<p class="text-slate-400 text-sm">市内免税新政施行，概念从“海南区域性”拓展至“全国多点开花”。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2025年春节</p>
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<p class="text-slate-400 text-sm">海南销售额同比下降15.9%，但人均消费逆势增长4.1%，数据出现分化。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-fuchsia-300">2025年11月1日 (预期)</p>
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<p class="text-slate-400 text-sm">新一轮海南离岛免税优化政策执行，扩容品类与购物人群，被视为重要催化剂。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-fuchsia-300">2026年1月1日 (预期)</p>
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<p class="text-slate-400 text-sm">免税烟草制品管理办法施行，品类监管进一步规范化。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic -->
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<div class="glass-card p-6 md:p-8 col-span-1 md:col-span-3 lg:col-span-2">
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<h3 class="font-bold text-xl mb-4 text-slate-200">核心逻辑：政策驱动下的消费回流</h3>
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<p class="text-slate-400 mb-4">
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该概念的根本逻辑是纯粹的 <strong class="text-green-300">政策驱动</strong>。国家通过出让部分税收，创造具有显著价格优势的合法零售渠道，旨在引导消费回流、构建新发展格局、提振国内消费。
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</p>
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<div class="stats stats-vertical lg:stats-horizontal shadow bg-transparent w-full">
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<div class="stat">
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<div class="stat-title">市内免税市场规模预期</div>
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<div class="stat-value text-xl">170-600亿</div>
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<div class="stat-desc">保守-乐观</div>
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</div>
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<div class="stat">
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<div class="stat-title">海南封关运作预期</div>
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<div class="stat-value text-xl">2025年底</div>
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<div class="stat-desc">分领域启动</div>
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</div>
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</div>
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</div>
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<!-- Market Perception -->
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<div class="glass-card p-6 md:p-8 col-span-1 md:col-span-3 lg:col-span-2">
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<h3 class="font-bold text-xl mb-4 text-slate-200">市场认知与预期差</h3>
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<p class="text-slate-400 mb-2">市场情绪乐观与谨慎并存，存在显著预期差：</p>
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<ul class="list-disc list-inside space-y-2 text-slate-400">
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<li><strong class="text-rose-400">误区:</strong> "客流恢复 = 销售恢复"。现实是"客流增但销售额降"，核心在客单价。</li>
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<li><strong class="text-rose-400">挑战:</strong> 市内免税的"美好预期"与"落地挑战"（如提货规则限制便利性）。</li>
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<li><strong class="text-rose-400">损耗:</strong> 政策红利在传导过程中存在套利行为，实际效果可能不及预期。</li>
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</ul>
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</div>
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<!-- Catalysts & Path -->
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<div class="glass-card p-6 md:p-8 col-span-1 md:col-span-3 lg:col-span-2">
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<h3 class="font-bold text-xl mb-4 text-slate-200">催化剂与发展路径</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-indigo-300">近期催化剂 (3-6个月)</h4>
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<p class="text-slate-400 text-sm">海南新政落地效果验证、市内免税店实质性进展、海南封关运作细则出台。</p>
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</div>
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<div>
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<h4 class="font-semibold text-fuchsia-300">长期发展路径</h4>
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<p class="text-slate-400 text-sm">从 <strong class="text-white">“海南存量优化 + 市内布局探索”</strong> 逐步走向 <strong class="text-white">“市内全国扩张 + 海南模式升级”</strong>，远期实现业态融合与国际接轨。</p>
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</div>
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</div>
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</div>
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<!-- Risks -->
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<div class="glass-card p-6 md:p-8 col-span-1 md:col-span-3 lg:col-span-2">
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<h3 class="font-bold text-xl mb-4 text-rose-300">潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-400">
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<li><strong class="text-white">商业化风险:</strong> 消费力持续疲软是核心风险，同时面临跨境电商等替代渠道竞争。</li>
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<li><strong class="text-white">政策与竞争风险:</strong> 政策落地细节不及预期，以及远期牌照进一步放开的可能性。</li>
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<li><strong class="text-white">信息交叉验证风险:</strong> 宏观政策热度与微观销售数据的矛盾，客流量与客单价的反差，易造成误判。</li>
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</ul>
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</div>
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</section>
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<!-- ECharts Section -->
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<section id="charts" class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div class="glass-card p-6 md:p-8">
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<h3 class="font-bold text-xl mb-4 text-slate-200">海南离岛免税节假日数据分析</h3>
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<div id="holiday-sales-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h3 class="font-bold text-xl mb-4 text-slate-200">海南离岛免税市场格局</h3>
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<div id="market-share-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- Data Deep Dive -->
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<section id="data-deep-dive" x-data="{ tab: 'news' }">
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<h2 class="section-title mb-8 text-center">数据深度挖掘</h2>
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<div class="tabs tabs-boxed justify-center mb-6 bg-slate-800/50">
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<a class="daisy-tab daisy-tab-lg" :class="{'daisy-tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻动态</a>
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<a class="daisy-tab daisy-tab-lg" :class="{'daisy-tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="daisy-tab daisy-tab-lg" :class="{'daisy-tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div class="glass-card p-6 md:p-8 min-h-[400px]">
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<!-- News Data -->
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<div x-show="tab === 'news'" x-transition class="space-y-4">
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<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
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<input type="radio" name="news-accordion" checked="checked" />
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<div class="daisy-collapse-title">国家层面政策：完善免税体系，引导消费回流</div>
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<div class="daisy-collapse-content">
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<ul class="list-disc pl-5 space-y-2 text-slate-400">
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<li><strong>完善免税店政策:</strong> 财政部等五部委发文，自2025年11月1日起完善免税店政策，支持提振消费，引导海外消费回流。</li>
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<li><strong>海南政策升级:</strong> 同步调整海南离岛免税政策，新增宠物用品、乐器等2类商品，支持国货入店，并将离境旅客纳入免税人群。</li>
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<li><strong>岛内居民放宽:</strong> 有离岛记录的岛内居民，年度内可不限次购买“即购即提”商品，或成“岛民免税”重要增量。</li>
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<li><strong>市内免税新政:</strong> 政策已落地，预计中期市场规模超150亿元，承接海外消费回流。</li>
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<li><strong>过境免签放宽:</strong> 外国人过境免签停留时间延长至10天，适用省份新增海南，引入潜在客流。</li>
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</ul>
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</div>
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</div>
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<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
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<input type="radio" name="news-accordion" />
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<div class="daisy-collapse-title">市场与销售数据：节日表现分化</div>
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<div class="daisy-collapse-content">
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<ul class="list-disc pl-5 space-y-2 text-slate-400">
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<li><strong>海南整体业绩:</strong> 自2020年7月新政以来，海口海关监管离岛免税购物金额超2000亿元。</li>
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<li><strong>2025春节假期:</strong> 销售额20.94亿元，购物24.05万人次，人均消费8706元。</li>
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<li><strong>2024国庆假期:</strong> 销售额7.85亿元，购物11.02万人次，人均消费7124元。</li>
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<li><strong>单店记录:</strong> 2024年10月5日，cdf三亚国际免税城单日销售额破1.2亿元。</li>
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</ul>
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</div>
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</div>
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<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
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<input type="radio" name="news-accordion" />
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<div class="daisy-collapse-title">企业动态与地方举措</div>
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<div class="daisy-collapse-content">
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<ul class="list-disc pl-5 space-y-2 text-slate-400">
|
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<li><strong>消费券刺激:</strong> 海南多地密集发放免税消费券，2024年前11个月海口市发放5106万元，拉动消费9.01亿元。</li>
|
||
<li><strong>中国中免:</strong> 成功中标深圳、广州、西安市内免税店项目，已在9个城市布局。</li>
|
||
<li><strong>王府井:</strong> 与武商集团合作，在武汉设立免税品经营公司，运营武汉市内免税店。</li>
|
||
<li><strong>海南机场客流:</strong> 2025年底数据显示，机场客流较2019年同期有明显增长，为免税消费提供客流基础。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Roadshow Data -->
|
||
<div x-show="tab === 'roadshow'" x-transition class="space-y-4">
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="daisy-collapse-title">政策预期与市场空间</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-400">
|
||
<li><strong>海南封关猜想 (2025-04-13):</strong> 封关后或实行分层税制（民生类低税率，非民生类5-10%），但保留10万元/人/年的离岛免税额度优势。</li>
|
||
<li><strong>市内免税店市场规模 (2024-08-27):</strong> 对标韩国，保守预期170-340亿元，乐观预期500-600亿元。政策初衷是吸引海外奢侈品消费回流。</li>
|
||
<li><strong>牌照与竞争格局 (2024-08-27):</strong> 允许省级财政部门申请新增市内免税城市及牌照，潜在竞争者包括王府井、深免、珠免。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="daisy-collapse-title">企业分析与运营现状</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-400">
|
||
<li><strong>中国中免 (2024-07-17):</strong> 资源垄断（占80%份额），市内免税年化增量或达百亿级。春节旺季海南市占率回升至85%以上。</li>
|
||
<li><strong>王府井 (2024-07-17):</strong> 对标韩国新世界，具备“百货基因+北京主场”优势，单店潜力20亿/年销售额可期，被视为弹性最大标的。</li>
|
||
<li><strong>王府井万宁项目 (2025-11-20):</strong> 新政后两大卖点：3C低价（iPhone 17仅4700元）、岛民“即买即提”全年无限次。11月上半月销售额增速“比较乐观”。</li>
|
||
<li><strong>销售数据痛点 (2024-10-07):</strong> 国庆假期日均销售额同比下降，主因消费力下降、出境游分流。8000元以上高客单价客群同比下降25%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Report Data -->
|
||
<div x-show="tab === 'report'" x-transition class="space-y-4">
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
|
||
<input type="radio" name="report-accordion" checked="checked" />
|
||
<div class="daisy-collapse-title">离岛免税：人均消费提升，总量承压</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-400">
|
||
<li><strong>2025春节数据:</strong> 购物金额20.94亿元(-15.9%)，人次24.05万(-19.2%)，但人均消费8706.9元，同比提升4.1%。</li>
|
||
<li><strong>2025 H1数据:</strong> 购物金额167.6亿元(-9.2%)，人次248.2万(-26.2%)，人均消费6754元，同比大幅提升23.0%。</li>
|
||
<li><strong>结论:</strong> 数据显示，尽管总销售额和人次受宏观环境影响下滑，但免税消费的客群质量和人均消费能力在显著提升，体现了精准打击代购后的结构优化。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
|
||
<input type="radio" name="report-accordion" />
|
||
<div class="daisy-collapse-title">口岸与市内免税：复苏与新增长极</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-400">
|
||
<li><strong>口岸客流恢复:</strong> 2025 Q1，浦东机场国际客流已恢复至2019年同期的92%，首都机场、白云机场也快速恢复，带动出入境免税店收入大幅增长。</li>
|
||
<li><strong>租金协议优化:</strong> 中国中免与上海、首都机场优化租金协议，整体扣点率明显下降，改善机场免税店盈利能力。</li>
|
||
<li><strong>市内免税布局:</strong> 全国规划27家市内免税店，中免通过增资中出服持股49%，实现全国多地布局，青岛、厦门、哈尔滨店已转型升级开业。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-base-200/50">
|
||
<input type="radio" name="report-accordion" />
|
||
<div class="daisy-collapse-title">入境消费与中国中免经营情况</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-400">
|
||
<li><strong>"即买即退"政策:</strong> 2025年4月起全国推广，将退税环节前置，试点城市数据显示63%的退税款被用于再消费，形成增值循环。</li>
|
||
<li><strong>中国中免业绩:</strong> 2025 H1，营收281.51亿元(-9.96%)，归母净利润25.99亿元(-20.81%)。业绩承压主因市场竞争加剧，部分商品价格战导致毛利率下滑。</li>
|
||
<li><strong>中免战略:</strong> 积极拓展海外（越南、新加坡），中标国内核心枢纽机场（广州T3）经营权，并推动"免税+"战略（三亚免税城获评4A景区）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section id="stock-data">
|
||
<h2 class="section-title mb-8 text-center">相关产业链公司</h2>
|
||
|
||
<div class="glass-card p-4 md:p-8 mb-8">
|
||
<h3 class="font-bold text-xl mb-4 text-slate-200">免税及核心零售消费</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>中国中免</td><td><a href="https://valuefrontier.cn/company?scode=601888" target="_blank" class="link link-hover text-indigo-300">601888</a></td><td>运营商</td><td>绝对龙头，全渠道布局，受益于行业集中度提升和政策红利。</td><td>免税概念</td></tr>
|
||
<tr><td>王府井</td><td><a href="https://valuefrontier.cn/company?scode=600859" target="_blank" class="link link-hover text-indigo-300">600859</a></td><td>运营商</td><td>稀缺全国性免税牌照，最具弹性的挑战者，具备百货运营经验。</td><td>免税概念, 北京, 百货零售</td></tr>
|
||
<tr><td>珠免集团(格力地产)</td><td><a href="https://valuefrontier.cn/company?scode=600185" target="_blank" class="link link-hover text-indigo-300">600185</a></td><td>运营商</td><td>深耕口岸免税，将直接受益于横琴免税政策升级。</td><td>免税概念</td></tr>
|
||
<tr><td>海南发展</td><td><a href="https://valuefrontier.cn/company?scode=002163" target="_blank" class="link link-hover text-indigo-300">002163</a></td><td>运营商</td><td>海南本地运营商，深度受益海南自贸港建设。</td><td>免税概念, 海南</td></tr>
|
||
<tr><td>上海机场</td><td><a href="https://valuefrontier.cn/company?scode=600009" target="_blank" class="link link-hover text-indigo-300">600009</a></td><td>物业</td><td>核心枢纽机场，国际客流恢复直接带动免税租金收入。</td><td>免税概念</td></tr>
|
||
<tr><td>白云机场</td><td><a href="https://valuefrontier.cn/company?scode=600004" target="_blank" class="link link-hover text-indigo-300">600004</a></td><td>物业</td><td>华南地区核心枢纽，T3航站楼免税店带来新增长点。</td><td>免税概念</td></tr>
|
||
<tr><td>海南机场</td><td><a href="https://valuefrontier.cn/company?scode=600515" target="_blank" class="link link-hover text-indigo-300">600515</a></td><td>物业</td><td>海南离岛免税的核心客流入口，直接受益于客流增长。</td><td>免税概念</td></tr>
|
||
<tr><td>武商集团</td><td><a href="https://valuefrontier.cn/company?scode=000501" target="_blank" class="link link-hover text-indigo-300">000501</a></td><td>曾申请/探索/合作</td><td>与王府井合作设立免税公司，布局华中市场。</td><td>湖北, 百货零售</td></tr>
|
||
<tr><td>众信旅游</td><td><a href="https://valuefrontier.cn/company?scode=002707" target="_blank" class="link link-hover text-indigo-300">002707</a></td><td>曾申请/探索/合作</td><td>旅游服务商，与免税业务有天然协同效应。</td><td>免税概念</td></tr>
|
||
<tr><td>宋城演艺</td><td><a href="https://valuefrontier.cn/company?scode=300144" target="_blank" class="link link-hover text-indigo-300">300144</a></td><td>文旅旅游</td><td>旅游演艺龙头，受益于整体旅游市场复苏。</td><td>旅游演义</td></tr>
|
||
<tr><td>贵州茅台</td><td><a href="https://valuefrontier.cn/company?scode=600519" target="_blank" class="link link-hover text-indigo-300">600519</a></td><td>关联品类</td><td>高端白酒代表，是免税渠道重要销售品类。</td><td>白酒, 白酒龙头</td></tr>
|
||
<tr><td>伊利股份</td><td><a href="https://valuefrontier.cn/company?scode=600887" target="_blank" class="link link-hover text-indigo-300">600887</a></td><td>关联品类</td><td>乳业龙头，受益于大消费环境改善。</td><td>乳业, 乳业龙头</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-4 md:p-8">
|
||
<h3 class="font-bold text-xl mb-4 text-slate-200">大消费及其他相关概念</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>永辉超市</td><td><a href="https://valuefrontier.cn/company?scode=601933" target="_blank" class="link link-hover text-indigo-300">601933</a></td><td>以经营生鲜为特色，以卖场、社区超市为核心业态的商业零售龙头</td><td>消费连板, 重组</td></tr>
|
||
<tr><td>张家界</td><td><a href="https://valuefrontier.cn/company?scode=000430" target="_blank" class="link link-hover text-indigo-300">000430</a></td><td>张家界国资委旗下，市内最大旅游集团，全市唯一的旅游上市平台</td><td>消费连板, 2连板, 文旅旅游</td></tr>
|
||
<tr><td>友好集团</td><td><a href="https://valuefrontier.cn/company?scode=600778" target="_blank" class="link link-hover text-indigo-300">600778</a></td><td>新疆地区老字号国有商业企业</td><td>消费连板, 2连板</td></tr>
|
||
<tr><td>通程控股</td><td><a href="https://valuefrontier.cn/company?scode=000419" target="_blank" class="link link-hover text-indigo-300">000419</a></td><td>主营业务涵盖旅游酒店，为促进长沙旅游文化产业提供优质服务</td><td>大消费+热门概念, 零售, 旅游</td></tr>
|
||
<tr><td>三特索道</td><td><a href="https://valuefrontier.cn/company?scode=002159" target="_blank" class="link link-hover text-indigo-300">002159</a></td><td>主营风景区客运索道运输服务，辅以旅游景区经营</td><td>大消费+热门概念, 旅游</td></tr>
|
||
<tr><td>华致酒行</td><td><a href="https://valuefrontier.cn/company?scode=300755" target="_blank" class="link link-hover text-indigo-300">300755</a></td><td>主营业务为酒类商品销售，涵盖白酒、葡萄酒、进口烈性酒</td><td>白酒</td></tr>
|
||
<tr><td>锦江酒店</td><td><a href="https://valuefrontier.cn/company?scode=600754" target="_blank" class="link link-hover text-indigo-300">600754</a></td><td>国内酒店业龙头，受益于商旅和休闲旅游复苏</td><td>酒店</td></tr>
|
||
<tr><td>首旅酒店</td><td><a href="https://valuefrontier.cn/company?scode=600258" target="_blank" class="link link-hover text-indigo-300">600258</a></td><td>旗下拥有如家、首旅南苑等多个酒店品牌，覆盖经济型到中高端市场</td><td>酒店</td></tr>
|
||
<tr><td>安井食品</td><td><a href="https://valuefrontier.cn/company?scode=603345" target="_blank" class="link link-hover text-indigo-300">603345</a></td><td>预制菜行业龙头，受益于餐饮连锁化和家庭消费便捷化趋势</td><td>预制菜</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-12 mt-8">
|
||
<p class="text-xs text-slate-500">
|
||
免责声明：本报告由AI合成，所有内容仅供参考，不构成任何投资建议。投资者据此操作，风险自担。投资有风险，入市需谨慎。
|
||
</p>
|
||
<p class="text-xs text-slate-600 mt-1">© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// Holiday Sales Chart
|
||
const holidaySalesChart = echarts.init(document.getElementById('holiday-sales-chart'), 'dark');
|
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const holidaySalesOption = {
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|
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|
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|
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|
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|
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return value + ' 亿元';
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|
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// Market Share Chart
|
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tooltip: {
|
||
trigger: 'item'
|
||
},
|
||
legend: {
|
||
top: '5%',
|
||
left: 'center',
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
series: [
|
||
{
|
||
name: '市场份额',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: 'rgba(2, 4, 19, 1)',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: 30,
|
||
fontWeight: 'bold',
|
||
color: '#fff'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 85, name: '中国中免', itemStyle: { color: '#4f46e5' } },
|
||
{ value: 15, name: '其他运营商', itemStyle: { color: '#db2777' } }
|
||
]
|
||
}
|
||
]
|
||
};
|
||
marketShareChart.setOption(marketShareOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
holidaySalesChart.resize();
|
||
marketShareChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |