免税店政策11月1日起“升级”，企查查：现存免税相关企业3.24万家

Core Insights - The Ministry of Finance, Ministry of Commerce, and four other departments issued a notice to improve the duty-free shop policy, effective from November 1, 2025, aimed at boosting consumption, encouraging overseas spending to return, attracting foreign visitors, and promoting the healthy development of duty-free retail business [1] Group 1: Current Status of Duty-Free Enterprises - As of the end of October, there are 32,400 existing duty-free related enterprises in China [4] - The registration of duty-free related enterprises has shown an overall growth trend over the past decade, with 11,500 registered in 2023, marking the first time the annual registration exceeded 10,000 [4] - In 2024, it is projected that 7,031 related enterprises will be registered, which is a decline compared to the previous year but still at a high level historically [4] Group 2: Age Distribution of Duty-Free Enterprises - A significant portion of duty-free related enterprises were established in the last three years, with 47.11% of them being 1-3 years old and 16.70% being less than 1 year old [6] - Additionally, 25.82% of these enterprises have been operating for 3-5 years [6] Group 3: Regional Distribution of Duty-Free Enterprises - The distribution of duty-free related enterprises is highly concentrated regionally, with over half (52.17%) located in South China [8] - East China follows with 25.55% of the enterprises [8]