Core Viewpoint - The establishment of new duty-free shops at entry ports is expected to collaborate with city duty-free shops to expand the domestic duty-free market scale [2][3]. Group 1: Policy Changes - Recently, multiple government departments including the Ministry of Finance and the Ministry of Commerce issued a notice to establish and adjust a number of entry port duty-free shops [2]. - A total of 41 entry port duty-free shops will be newly established, including one at Wuhan Tianhe International Airport, facilitating duty-free shopping for incoming travelers [2]. - The Hengqin entry port duty-free shop will allow residents from Macau to purchase duty-free goods up to 15,000 yuan [2]. Group 2: Market Expansion - Starting from November 1, 2025, the categories of goods available at entry and exit duty-free shops, as well as city duty-free shops, will be expanded to include mobile phones, micro drones, sports goods, health foods, over-the-counter drugs, and pet foods [3]. - Travelers will be allowed to reserve items at city duty-free shops and pick them up at entry port duty-free shops, enhancing the synergy between these retail formats [3].
国泰海通|社服:新设口岸进境免税店,扩大免税市场规模
国泰海通证券研究·2026-01-23 12:04