【商道论衡】 免税新政 打开文化出海新通道

Core Viewpoint - The new policy on duty-free shops aims to boost consumer spending by expanding product categories, relaxing approval processes, and supporting "online booking + offline pickup," transforming duty-free shops into significant drivers of tourism consumption [1][2]. Group 1: Policy Implementation and Impact - The policy mandates that at least 25% of the space in duty-free shops at ports and within cities must be allocated for domestic products, granting them "quasi-export" tax exemptions, which enhances the international visibility of Chinese brands [1][2]. - The integration of duty-free shopping into urban tourism experiences, such as automatic driving routes in Guangzhou and the "National Gate + Duty-Free" center in Horgos, signifies a shift from mere shopping to a more immersive cultural experience [2][3]. Group 2: Consumer Experience and Accessibility - The new approach reduces the psychological barriers associated with duty-free shopping, making it more accessible to the general public rather than being confined to high-end consumers at airports [3]. - The policy supports the inclusion of domestic brands in duty-free shops, indicating that duty-free shopping is not just a privilege for the wealthy but a service accessible to all consumers [3]. Group 3: Economic and Governance Implications - The policy reflects a broader shift in China's economic development logic from scale expansion to quality improvement, emphasizing institutional optimization over mere factor openness [3]. - The delegation of approval authority to provincial levels and the flexibility in operational space negotiations are part of a governance reform aimed at reducing administrative layers and transaction costs [2][3].