免税店政策升级 支持提振消费

Core Viewpoint - The recent notification from multiple government departments aims to enhance the duty-free shop policy to boost consumption, allowing domestic products to enter duty-free shops and enjoy tax exemptions starting from November 1, 2025 [1][2][3] Group 1: Policy Adjustments - The new policy allows domestic goods, including traditional brands and local specialties, to be sold in duty-free shops, providing a price advantage of 15% to 20% for consumers [1][2] - Duty-free shops must allocate at least 25% of their sales area to domestic products and enhance the promotion of these products to increase their market presence [2][3] Group 2: Management and Approval Changes - The approval process for establishing and operating duty-free shops has been decentralized, allowing provincial authorities to manage approvals instead of central government agencies [4] - The management area for duty-free shops can now be negotiated between the operator and the port owner, allowing for more flexibility based on actual business conditions [4] Group 3: Product Range Expansion - The policy expands the range of products available in duty-free shops to include high-demand items such as mobile phones, drones, and pet food, reflecting current consumer trends [5][6] - The introduction of a "pre-order" service and a "city store pick-up" model enhances consumer convenience, allowing for a more seamless shopping experience [6] Group 4: Economic Impact - The combination of tax optimization, product expansion, and service upgrades is expected to stimulate the duty-free economy and support the development of a new economic structure [6]