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A股異動丨免稅概念再度活躍,中百集團、王府井2連板,中國中免再度逼近漲停
格隆匯 04-10 10:55
延續昨日漲勢,A股市場免稅概念股繼續上漲。其中,格力地產、中百集團、歐亞集團、王府井2連板,中國中免昨日漲停後,今日盤中再度逼近漲停。消息面上,國家稅務總局發佈《關於推廣境外旅客購物離境退稅“即買即退”服務措施的公告》,明確從8日起,離境退稅“即買即退”服務措施在全國推廣。國泰海通證券研報表示,免稅店所銷售的免稅商品包括按規定免徵關稅、進口環節增值稅、消費稅的進口商品和實行退(免)增值稅、消費稅進入免稅店銷售的國產商品。在關稅提高的背景下,短期內有稅和免稅價差有望擴大,原產地爲美國的進口商品銷售有望向免稅渠道傾斜。同時,原產地爲美國的進口商品銷售收入佔公司總收入比例爲個位數,即使後續加徵關稅也對公司經營無大影響。

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