5年2000亿元背后的消费新图景 迎接海南自贸港正式启动全岛封关系列谈⑨

Core Viewpoint - Hainan's offshore duty-free shopping has become a significant highlight in China's consumption landscape, with cumulative sales reaching 206.9 billion yuan from 2020 to August 2025, accounting for over 8% of the global duty-free market [1][5]. Group 1: Policy Developments - The offshore duty-free shopping policy has been continuously optimized since its implementation in April 2011, with the shopping limit increased from 30,000 yuan to 100,000 yuan, enhancing consumer purchasing power [4]. - New delivery options such as "mail delivery," "return island pickup," and "immediate purchase and pickup" have been introduced to meet diverse traveler needs [4]. - The number of duty-free product categories has expanded to 47, including six categories of domestic goods, supporting the export of domestic products [4]. Group 2: Sales Performance - In November 2025, after the policy upgrade, the duty-free shopping amount reached 2.38 billion yuan, a year-on-year increase of 27.1% [5]. - From 2018 to 2024, the average annual growth rate of duty-free sales in Hainan approached 30%, indicating strong momentum in the tourism consumption sector [5]. Group 3: Future Opportunities - The upcoming full closure of Hainan's free trade port is expected to further enhance the duty-free shopping experience, with policies like the expansion of the "zero tariff" list making imported goods more competitively priced [9]. - The continuous increase in China's per capita GDP, which has exceeded 13,000 USD for two consecutive years, suggests a growing demand for upgraded consumption, positioning offshore duty-free shopping as a key outlet for this demand [9]. - Hainan is actively promoting the "duty-free+" model to create diverse consumption scenarios, enhancing the attractiveness of shopping experiences [9]. Group 4: Consumer Engagement - The comprehensive layout of duty-free stores and mature supporting facilities in Hainan are expected to attract a significant number of tourists, with projections indicating that one in every two visitors will visit a duty-free store by 2024 [9]. - The integration of different business formats, such as "duty-free + shopping district + tourism," is anticipated to create synergistic effects, expanding consumer engagement and increasing sales [9].