（经济观察）海南离岛免税政策调整凸显三重意义

Core Viewpoint - The adjustment of Hainan's duty-free shopping policy, effective from November 1, aims to enhance consumer return, accelerate the construction of an international tourism consumption center, and explore new channels for domestic products to go global [1][3][4]. Group 1: Consumer Return - The duty-free policy has been a significant driver of tourism consumption in Hainan since its implementation in 2011, with over 2000 billion RMB in shopping amounts and 30 million shoppers recorded from July 2020 to September 2025 [3][5]. - The new policy expands the category of duty-free goods from 45 to 47, adding popular items like pet supplies and portable musical instruments, which aligns with the growing pet economy and enhances the emotional and quality-of-life aspects of shopping [3][4]. Group 2: International Tourism Consumption Center - The duty-free sector has become a core driver of Hainan's tourism revenue over the past five years, and the new policy is expected to shift the focus from scale expansion to refined operations, accelerating the development of an international tourism consumption center [4][5]. - The policy allows "departing and leaving the island travelers" to enjoy duty-free shopping, which is a significant breakthrough in coverage and is anticipated to increase international customer flow to Hainan's duty-free stores [5][6]. Group 3: Domestic Products Going Global - The new policy permits six categories of domestic products, including clothing and footwear, to be sold in duty-free stores, providing a new platform for high-quality domestic goods to enter international markets [6]. - The measures to exempt value-added tax and consumption tax will lower sales costs for domestic brands, enhancing their international competitiveness and offering them a fair chance in the duty-free sector [6].