How Will Hainan's Customs Closure Impact China Tourism Group Duty Free's Performance? AI Does the Math

Deep News12-22 19:31

Starting from December 18, 2025, Hainan Free Trade Port officially implemented island-wide customs closure, with a series of policies taking effect on the same day. Benefiting from this move, Hainan and duty-free-related sectors saw collective surges in trading today, with the duty-free giant China Tourism Group Duty Free (CTG Duty Free), boasting a market cap of 180 billion yuan, soaring to a strong limit-up on heavy volume!

So, how will Hainan's customs closure impact CTG Duty Free's performance under these favorable policies? Let’s break it down with AI analysis.

According to data, on the first day of customs closure (December 18), duty-free shopping in Hainan reached 161 million yuan, up 61% year-on-year, with sales at Sanya International Duty-Free Shopping Complex surging 85% YoY.

A sell-side report compiled by analysts indicates that UBS Group AG predicts the optimized policies will drive CTG Duty Free's duty-free sales in Hainan to grow by 27% and 23% YoY in 2026 and 2027, respectively. The bank also forecasts a 34% YoY rebound in net profit for the company in 2026.

Additionally, other companies expected to benefit significantly from Hainan's customs closure have been identified for reference. If you have any sectors or investment themes you'd like analyzed by AI, feel free to explore further.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Let’s break it down with AI analysis.</p>\n<p>According to data, on the first day of customs closure (December 18), duty-free shopping in Hainan reached 161 million yuan, up 61% year-on-year, with sales at Sanya International Duty-Free Shopping Complex surging 85% YoY.</p>\n<p>A sell-side report compiled by analysts indicates that UBS Group AG predicts the optimized policies will drive CTG Duty Free's duty-free sales in Hainan to grow by 27% and 23% YoY in 2026 and 2027, respectively. The bank also forecasts a 34% YoY rebound in net profit for the company in 2026.</p>\n<p>Additionally, other companies expected to benefit significantly from Hainan's customs closure have been identified for reference. If you have any sectors or investment themes you'd like analyzed by AI, feel free to explore further.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1863844665.USD","symbol_name":"TEMPLETON EUROLAND \"A\" (USD) ACC A","start_time":0,"source_url":"","article_id":"1105281662","we_media_id":"1039043262","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1105281662","pubTimestamp":1766403088,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Deep News","introduction":"Global Stock Market Deep Analysis","home_visible":1,"id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"Starting from December 18, 2025, Hainan Free Trade Port officially implemented island-wide customs closure, with a series of policies taking effect on the same day. 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