The concept of Zhanbian Duty Free Shop

Zhongbai Group (000759) has recently increased the stock price for three consecutive days due to the concept of Zhanbian duty -free shop. On Tuesday, Zhongbai Group opened 1.95%higher, and shortly after the opening, the daily limit was blocked. As of the closing, the stock had closed at 6.75 yuan/share, with a turnover of 274 million yuan, and 6.11%.

The reporter noticed that on September 12, Zhongbai Group issued a foreign movement announcement. In order to optimize the company's business structure and further expand the business scope, the company submitted a request to the relevant government departments in July 2020 on supporting the company's application for duty -free business qualifications. The qualifications of tax -free commodities belong to the national franchise qualification, and whether the company can finally obtain this qualification has a significant uncertainty. The company's main business is still retail business with tax products, and no major changes will occur in the short term.

According to the data, the main commercial retail of Zhongbai Group is the main products, the main products are hypermarkets, community supermarkets, convenience stores, electrical stores and department stores and small shopping malls. The company is currently the most complete business enterprise in the Central China logistics system. It is a mobilization center designated by the country designated by the country. The company recently stated that the company has accelerated digital construction through the construction of self -developed online business platforms and cooperating with head Internet companies, and continued to expand the scale of online business sales. In 2021, the company realized online business sales of 1.321 billion yuan. The business has covered 1065 stores, with a year -on -year increase of 77.43%year -on -year, and online sales account for 9.75%.

Dongguan Securities believes that under the impact of the new crown pneumonia's epidemic, the importance of China's duty -free market is gradually prominent. As the Chinese are the main consumers in the Asia -Pacific duty -free market, the Chinese government's attitude towards duty -free or different from other countries is expected to continue to increase.

On the news, on September 7, the Sichuan Provincial Department of Commerce issued the "Opinions on Accelerating the Cultivation of the" Sichuan Consumption "brand to promote the construction of international consumer destinations (draft for comments)" to support Chengdu's pilot cities for the establishment of duty -free shops in the city, layout and establishment A group of duty -free shops, port duty -free shops, and departure pick -up points, and pointed out that it is necessary to improve the convenience of entry consumption and create an inland open portal hub.

At the same time, since this year, Hunan Province, Guangzhou and other places have also released good news related to duty -free shops in the city. In the future, a new batch of stores enter the countdown will have a positive role in promoting consumption return and driving domestic demand. Guangzhou proposes that it will actively strive to set up duty -free shops in the city, coordinate and coordinate with the city's duty -free shops in the airport isolation area; Hunan also proposes to vigorously introduce the new retail brand headquarters and regional headquarters at home and abroad to strive for free trade The experimental area has a special duty -free shop in the city.

From the national level, in April of this year, the Opinions of the General Office of the State Council's "General Office of the State Council on further release of consumption potential to promote continuous recovery of consumption" proposed that it improved the duty -free shop policy in the city, planned and constructed a group of duty -free shops with Chinese characteristics. Essence The opinion may further inspire the enthusiasm of the construction of duty -free shops in various places.

According to the data of the Dragon Tiger List last Friday, Guotai Junan Securities Sanya Yingbin Road Securities Business Department, Huaxin Securities Shanghai Xinzhuang Securities Business Department, Huaxin Securities Shanghai Jiading Chess Road Securities Sales Department, Tianfeng Securities Chengdu Julong Road Securities Sales Department, Huaxin A total of more than 61.3 million yuan in securities Shanghai Branch.

Reporter Tang Xiaofei

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