近日，"国货'潮品'进免税品牌推介会"在深圳举办。会上，商务部流通发展司正式公布了首批市内免税 店国货"潮品"品牌推介名录，174个品牌纳入首批推荐名录。荣耀、博士眼镜（300622）、永丰源等25 个深圳品牌成功入选。 将国货"潮品"引入免税渠道，是推动本土品牌全球化的重要举措，具有多重意义。一方面能助力国产品 牌对接国际消费市场，提升品牌全球竞争力展；另一方面也可满足国内消费者对高品质商品的需求，扩 大内需；同时，国货"潮品"出海，能促进中华优秀传统文化的全球传播，实现商业价值与文化价值的双 向赋能。 "国潮"优品走向世界 免税店作为面向国际游客的重要商业窗口，汇聚全球消费者目光。为落实《提振消费专项行动方案》和 《关于完善市内免税店政策的通知》要求，商务部会同文化和旅游部开展了市内免税店国货"潮品"品牌 推介名录征集工作。 记者了解到，本次公布的首批174个品牌，覆盖全国26个省（自治区、直辖市）的19个经营品类，其中 包含45个中华老字号。此举标志着国货品牌规模化、系统化进入免税渠道的政策通道全面打通，为"国 潮"出海搭建了高势能平台。 商务部流通发展司零售业发展处处长任宏伟表示，推动优质国产品牌进入 ...

12月23日，"国货潮品"进免税品牌推介会在深圳市华富街道深业上城云客厅及市内免税店举行。活动由商务部流通发展司指导，深圳市商务局等单位共同参 与，汇聚了政府部门、免税企业及国潮品牌代表逾百人。 174个国货"潮品"首批名录发布，政企共探国潮出海新范式 会上正式发布了市内免税店国货"潮品"首批推介名录，共收录174个品牌，覆盖全国26个省市的19个经营品类，其中包含45个中华老字号。该名录旨在为免 税企业采购提供权威指引，助力国货品牌通过免税渠道从"入场"走向"出圈"。 深圳作为全国首批市内免税店政策试点城市，现场分享了以"免税+离境退税+有税"三维模式、"科技之光"国潮场景体验及政企协同引入机制为核心的实践成 果，为行业提供了可复制、可推广的范本。中免集团、荣耀、博士眼镜、刘氏竹编、海鸥手表等企业代表围绕品牌进免税店的模式创新、文化传播与国际拓 展进行了深入交流。 街区赋能与未来窗口：福田华富打造国潮国际"免税+文旅"消费枢纽 作为本次推介会举办地所在街道，华富街道积极联动深圳市内免税店，推动国潮消费与在地文化、社区生活深度融合。2025年，街道与免税店合作推出"暖 冬消费季"主题森活市集，设立国潮专区，引 ...

市内免税店 ZAFFII SHENZHEN DOWNTOWN DUTY FREE SHOP 地点 : 12月23日，"国货潮品"进免税品牌推介会活动在深圳市深业上城和深圳市内免税店圆满召开，商务部、深圳市商务局等政府部门、免税企业及国货潮品品牌 代表等100余人出席。活动期间，商务部流通发展司公布了市内免税店国货"潮品"品牌首批推介名录，多家企业代表分享了国产品进免税店的实践模式，共 同探索政策赋能国潮出海，激发免税消费新活力的创新路径与实践模式，为国货品牌走向国际市场、提升国际影响力提供有力支撑，推动免税行业与国潮产 业协同发展，开启国潮免税消费的新篇章，助力国内消费市场的繁荣与文化产业的传播。 政策赋能国潮出海 为落实《提振消费专项行动方案》和《关于完善市内免税店政策的通知》要求，商务部会同文化和旅游部开展了市内免税店国货"潮品"品牌推介名录征集工 作，确定了174个品牌纳入首批推介名录。该名录呈现品类覆盖全（涵盖19个经营品类）、地域分布广（来自全国26个省市）、品牌底蕴厚（包含45个中华 老字号品牌）的鲜明特点，将为免税企业选品采购提供权威参考，同时激发国货品牌创新活力，推动国货"潮品"在免税赛道实现 ...

记者了解到，根据五部门升级后的免税店政策，要放宽免税店审批权限。业内人士分析，这意味着市场 对免税店的开设和规模，有了更多的自主权，未来，免税店有望"一店一样"，打出自己的特色。 中免集团品牌与市场部总经理 王维：新政简化了部分免税店设立、经营主体确定方式变更、调整经营 面积等审批流程，能够进一步提高免税店的审批效率，更好地发挥地方政府熟悉本地区情况的优势，因 地制宜地调整优化免税店布局，激发市场活力。 就在一个月前，财政部、商务部、文化和旅游部等五部门联合印发通知，自2025年11月1日起完善免税 店政策，支持提振消费。现在政策正好"满月"。免税行业有了哪些新变化？一起来看记者探访。 就在11月底，天津首家市内免税店正式开业，店铺就处于市中心商业繁华地区。记者看到，免税店分为 免税区域和有税区域，免税区域主要经营香水、化妆品、腕表、太阳镜、首饰等。凡是持有出入境证件 并已购买出境机票，并且即将于60日内搭乘航空运输工具或国际邮轮出境的旅客，都可以在免税区甄选 好物。 销售员 贾瑞婷：我们店内目前采取的销售模式是店内购买，机场提货点进行提货。 同样在几天前开业的，还有位于陕西西安的我国西北地区首家市内免税店。 ...

Core Viewpoint - The recent policy changes regarding duty-free shops in China aim to enhance consumer spending and support the growth of the duty-free industry, with new stores opening in major cities and a focus on promoting domestic products [1][9]. Group 1: Policy Changes and Industry Impact - The Ministry of Finance, Ministry of Commerce, Ministry of Culture and Tourism, and other departments have issued a notification to improve duty-free shop policies starting November 1, 2025, to boost consumption [1]. - The new policy allows for more autonomy in the establishment and scale of duty-free shops, indicating a shift towards a more market-driven approach [9]. - The approval process for setting up and operating duty-free shops has been simplified, enhancing efficiency and allowing local governments to optimize shop layouts based on regional characteristics [11]. Group 2: New Store Openings - The first city-based duty-free shop in Tianjin has opened in a central commercial area, featuring a mix of duty-free and taxable zones, catering to travelers with outbound tickets [4]. - A new city-based duty-free shop has also opened in Xi'an, incorporating local cultural elements into its design and product offerings, creating a unique shopping experience [7]. Group 3: Promotion of Domestic Products - The new city-based duty-free shops are increasing the availability of domestic products, including traditional Chinese brands and cultural items, to enhance consumer choice [12][14]. - The customs authority has introduced measures to support the sale of domestic products in duty-free shops, with plans to include a wider range of goods such as electronics and health products [16]. - The policy encourages duty-free shops to allocate at least 25% of their sales area to domestic products, aiming to boost the market recognition and international competitiveness of Chinese goods [21]. Group 4: Enhanced Consumer Experience - The new regulations aim to improve the shopping experience by introducing online reservation services for duty-free products, allowing travelers to pre-order items based on their travel schedules [26].

Core Viewpoint - The recent policy changes regarding duty-free shops in China aim to enhance consumer spending and support the growth of domestic products in the duty-free market, with new stores opening in major cities like Tianjin and Xi'an [1][2][3]. Group 1: Policy Changes and Market Impact - The Ministry of Finance, Ministry of Commerce, and other departments have issued a notification to improve duty-free shop policies starting November 1, 2025, to boost consumption [1]. - The new policy relaxes approval processes for duty-free shops, allowing for more autonomy in establishing and scaling operations, which is expected to enhance market vitality [2]. - Duty-free shops are now required to allocate at least 25% of their sales area to domestic products, promoting the international competitiveness of Chinese goods [4]. Group 2: Consumer Experience and Product Offerings - New duty-free shops are incorporating local cultural elements and offering a variety of domestic products, including traditional Chinese brands and cultural items, to attract consumers [3][4]. - The introduction of online reservation services for duty-free products aims to improve the shopping experience for travelers, allowing them to pre-order items based on their travel schedules [4]. - The focus on domestic products in duty-free shops is part of a broader strategy to encourage the export of Chinese culture and goods, with plans to introduce more electronic products and health foods in the future [3][4].

Consumer Macro Strategy - The overall performance of the discretionary consumption sector is flat as the year-end approaches, but high-end consumption, including duty-free shopping in islands, is expected to gradually stabilize overall consumption [2][10] - The implementation plan released on November 26 aims to enhance the adaptability of supply and demand for consumer goods, with a goal to optimize the supply structure by 2027, creating three trillion-yuan consumption fields and ten hundred-billion-yuan consumption hotspots [2][10] - By 2030, a high-quality development pattern of mutual promotion between supply and consumption is expected to be established, with consumption steadily contributing to economic growth [2][10] New Consumption Manufacturing - The pet economy continues to thrive, with companies like Guobao Pet investing in high-end pet food factories in New Zealand, enhancing competitiveness in international markets [23][24] - The AI and 3D printing sector is rapidly evolving, with significant advancements expected in consumer-grade 3D printing by 2026, driven by companies like Huina Technology and Snapmaker [25][26] - The integration of AI with 3D printing is being promoted in educational settings, expanding the supply space for the industry [25] Light Industry Manufacturing - The home appliance sector is facing weak domestic demand, but there are opportunities for companies with overseas production capabilities and brand advantages as demand recovers [26][27] - The new tobacco sector is experiencing growth, particularly in e-cigarette exports to the U.S., which saw a significant increase in October [27][28] - The packaging industry is showing signs of profitability improvement despite a slight decline in revenue, driven by leading companies capturing market share from smaller firms [28] Textile and Apparel - The apparel sector is experiencing fluctuations in consumer demand, with a focus on companies that can demonstrate unique advantages in the market [30][31] - The export market remains under pressure due to trade tensions, but leading textile manufacturers are expected to present investment opportunities as they maintain strong positions in the industry [31] Beauty and Personal Care - The beauty sector shows positive fundamentals, with a 9.6% year-on-year increase in retail sales for cosmetics in October, although valuations have been affected by the new consumption sector [32][33] - The medical beauty segment is expanding, with new products gaining regulatory approval, indicating growth potential in the market [33] Home Appliances - Focus on two directions: resilient white goods leaders with strong cash flow and black goods leaders benefiting from optimized domestic sales and stable costs [34][35] - The white goods sector is facing pressure in domestic sales, while black goods are seeing improvements in average prices and export recovery [36][37]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued an implementation plan aimed at enhancing the adaptability of supply and demand for consumer goods, with a focus on achieving development goals over the next five years [1]. Group 1: Development Goals - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be fundamentally established [3]. Group 2: Key Initiatives - A series of initiatives will be launched, including the creation of high-quality consumer goods with cultural significance that are recognized globally [3]. - The plan includes the promotion of innovative applications of new technologies and models, such as flexible manufacturing and user participation in design [9]. - There will be a focus on expanding the supply of distinctive and new products, including green products, rural consumer goods, leisure and sports products, and health-related innovations [13]. Group 3: Targeted Consumer Segments - The initiative aims to enrich the supply of products for infants and children, enhance the quality of student supplies, and develop products like electronic ink notebooks and AI-based study aids [16]. - There will be an emphasis on optimizing products for the elderly, ensuring that product design meets their specific needs [16]. Group 4: New Consumption Scenarios and Business Models - The plan encourages the development of new consumption scenarios and business models, including the promotion of domestic brands going global and the orderly development of live e-commerce and instant retail [17]. - It also aims to establish a quality certification system for shared consumption products and services [19].

Group 1 - The core viewpoint of the article is the implementation plan issued by six departments, including the Ministry of Industry and Information Technology, aimed at enhancing the adaptability of supply and demand for consumer goods and promoting consumption over the next five years [1][3]. - The plan sets a development goal to establish a high-quality development pattern by 2030, where supply and consumption interact positively [3]. Group 2 - The initiative includes accelerating the innovation and application of new technologies and models, such as promoting user participation in design and fostering flexible manufacturing factories [9]. - It encourages the development of artificial intelligence applications across the entire consumer goods industry, including household service robots and AI smartphones [9]. - The plan aims to expand the supply of distinctive and new products, promote the iteration of green products, and enhance the quality of rural consumer goods [10][13]. Group 3 - The strategy emphasizes the development of leisure and sports products, innovation in health products, and the expansion of the influence of historical classic products [13]. - It also focuses on enriching the supply of baby and children's products, ensuring the safety of children's and student supplies, and accelerating the development of electronic products like e-ink notebooks [16]. - The plan aims to cultivate new consumption scenarios and business formats, promoting the debut and showcase of consumer goods, as well as the orderly development of live e-commerce and instant retail [17].

Core Insights - China's foreign trade demonstrates strong resilience amid a complex external environment, with a total import and export value of 37.31 trillion yuan, reflecting a year-on-year growth of 3.6% in the first ten months of the year [2] - The export structure is diversifying, with exports reaching 22.12 trillion yuan, a growth of 6.2%, while imports remained stable at 15.19 trillion yuan [2] - The trend of cultural products "going global" is accelerating, indicating a shift in China's export competitiveness from "cost and scale advantages" to "cultural value and brand premium" [1][4] Trade Performance - In October, the total value of goods trade was 3.7 trillion yuan, with exports at 2.17 trillion yuan and imports at 1.53 trillion yuan [2] - The foreign trade maintained growth for nine consecutive months, showcasing significant resilience despite external shocks [2] - Factors affecting the short-term fluctuation in October's export growth include a high base from the previous year, the timing of the Mid-Autumn Festival, and the impact of high tariffs from the U.S. [2] Market Diversification - Chinese enterprises are successfully reducing reliance on traditional markets, with major markets identified as the Middle East, EU, ASEAN, and Latin America [3] - Nearly 70% of surveyed enterprises reported that their order amounts are stable or growing compared to the previous year, indicating a positive outlook for future exports [3] Cultural Products and Health Consumption - The global market for health consumption is valued at over 10 billion USD and is experiencing rapid growth, with traditional health products gaining popularity overseas [5] - The rise of new Chinese-style clothing, such as the Ma Mian skirt, reflects a growing international recognition of Chinese cultural aesthetics [5] - The export of cultural products is evolving from mere product output to cultural output, enhancing brand value and expanding new growth avenues for foreign trade [6]