Group 1: Domestic Travel Trends - During the "May Day" holiday from May 1 to May 5, 2023, over 314 million domestic trips were made in China, marking a year-on-year increase of 6.4% [1] - Total spending by domestic tourists reached 180.27 billion yuan, reflecting an 8.0% year-on-year growth [1] - Various regions reported significant increases in tourist numbers and spending, with Tianjin seeing 16.93 million visitors (up 20.3%) and a spending of 14.95 billion yuan (up 22.5%) [2] Group 2: Emerging Travel Destinations - Smaller cities and less traditional tourist spots gained popularity, with locations like Jilin's Baishan and Hainan's Wenchang attracting considerable attention [5] - New emerging counties such as Bortala and Xinzhou experienced a surge in search interest, indicating a shift in tourist preferences towards less crowded destinations [5] Group 3: International Travel Dynamics - Outbound tourism remained strong, with popular destinations including Japan, South Korea, and Thailand, and international cruise bookings increasing by over 60% year-on-year [6] - Inbound tourism also showed signs of recovery, with major source countries for foreign tourists including Myanmar, South Korea, and Malaysia, accounting for 57.4% of total foreign visitors [6] - Recent upgrades to tax refund policies for outbound travelers have positively impacted the inbound tourism market, with significant increases in orders for inbound travel in cities like Shanghai and Shenzhen [6]

Core Insights - The 137th Canton Fair coincided with the "May Day" holiday, resulting in a significant influx of international travelers to Guangzhou [1] - The border checkpoint reported approximately 250,000 entries and exits over the five-day holiday, with over 100,000 being foreign travelers [1] - The fair's conclusion did not deter many buyers, who continued to seek suppliers and engage in factory visits and business negotiations [3] Group 1 - The border checkpoint experienced its busiest holiday period in nearly five years, maintaining high operational levels throughout the five days [3] - The "immediate tax refund" policy has made shopping more convenient for foreign tourists, contributing to increased consumer activity in Guangzhou [6] - Many shopping malls in Guangzhou reported a more than doubling of foreign consumer visits during the holiday [8] Group 2 - Foreign consumers expressed satisfaction with the tax refund process, highlighting its efficiency, with refunds processed in as little as five minutes [10] - The number of tax refund stores in Guangzhou has reached 365, with 67 stores offering the "immediate tax refund" service [10] - The presence of foreign consumers was notable across various retail sectors, including dining, toys, apparel, and electronics [8]

5月5日，四川省商务厅监测数据显示，"五一"假期期间，全省550家重点商贸流通企业实现销售额 （营业额）25.1亿元，同比增长5.9%。另外，第三方大数据显示，全省线下共发生消费金额606.4亿 元，同比增长6.3%；消费笔数1.7亿笔，同比增长3.6%。全省消费市场供给多元、活力十足，消费潜力 加快释放。 "五一"假期，四川抢抓居民消费需求集中释放有利时机，全省商务系统组织"春启万象·购在天 府"消费促进活动，推出各具特色的促销活动。 首店经济、离境退税带动消费新热潮。泸州放大首店首展集聚势能，Sinsin四川首店、和序川南首 店、暴龙眼镜全国概念首店等七大首店亮相泸州，TEENIE WEENIE川南首展人气火爆，吸引众多消费 者打卡。成都加快推进"即买即退"，其中锦江区联动全区214家离境退税商店，以春熙路全省首个"即买 即退"集中退付点为核心，优化升级"购物+退税"一站式服务，促进"二次消费"，离境退税"即买即退"消 费金额较节前增长超270%。 互动玩法拉满假期氛围感。绵阳推出全国首部宝莲灯题材实景剧《宝莲灯·仙海奇缘》，吸引客流 15.29万人次、同比增长22.7%；宜宾推出全国首部行浸式躺游夜游《 ...

Core Insights - During the "May Day" holiday, Guangzhou received nearly 11.9 million tourists and achieved cultural and tourism consumption exceeding 12.1 billion yuan, representing year-on-year growth of 7.8% and 14.2% respectively [1] - The integration of culture, commerce, and tourism has created vibrant new consumption scenarios, with Guangzhou ranking first in the country for WeChat payment consumption heat [2] - The "exit tax refund" policy has significantly boosted consumption among international visitors, with daily tax refund orders increasing by 168% since the opening of the 137th Canton Fair [3] Tourism and Consumer Behavior - The Tianhe Road business district saw approximately 9.57 million visitors, a year-on-year increase of 4.73%, while the Changlong Wanbo business district recorded 3.32 million visitors, up about 25% [1] - The average daily new check-ins in the tourism industry reached 228,000, a 29.5% increase compared to last year [1] - The average daily spending per visitor in Guangzhou was around 120 yuan, with significant growth in dining and entertainment sectors [7] Retail and Dining Trends - Major retail platforms like JD and Douyin reported over 10% growth in sales for Guangzhou-related businesses compared to the same period last year [1] - Key monitored restaurants in Guangzhou saw a cumulative revenue of 117.44 million yuan, an 18.6% increase year-on-year [1] - Traditional dining establishments attracted international customers, with many restaurants experiencing long queues and high demand for signature dishes [5][6] Innovations in Tax Refund Process - The introduction of "instant refund" measures at major retail stores has streamlined the tax refund process for international tourists, enhancing their shopping experience [4] - The optimization of the tax refund management system has improved efficiency and reduced waiting times for travelers [4] Overall Economic Impact - The overall consumption in Guangdong province during the holiday surged by 54%, with cultural and tourism consumption increasing by 94% compared to last year [7] - Guangzhou emerged as one of the top ten popular tourist destinations during the "May Day" holiday, with tourism-related spending growing by 71.6% year-on-year [7]

董秘最新回复 投资者： 商务部等6部门发布关于进一步优化离境退税政策扩大入境消费的通知，鼓励各地区在大型商 圈、步行街、旅游景区、度假区、文博场所、机场、客运港口、酒店等增设退税商店，扩大退税商店覆 盖面。积极引导国际名品、国货潮品、老字号店铺、文创店、纪念品店、礼品店、特产店等成为退税商 店。请问贵公司有准备打造一批离境退税特色街区吗？ 董秘： 尊敬的投资者您好，感谢您的关注！公司始终关注市场经济与行业及国家政策，积极响应国家 与城市更新相关的政策导向，坚持以主营业务为主，顺应市场变化、满足客户需求，力争挖掘未来城市 更新业务机遇。 截至2025年4月30日收盘，锦和商管(603682)报收于5.51元，上涨1.29%，换手率7.57%，成交量35.79万 手，成交额2.0亿元。 董秘： 尊敬的投资者您好，感谢您的关注！公司自2007年从事存量资产运营以来，以开放的姿态和进 取的精神，一直努力加强自身与国内外知名品牌的合作，通过搭建平台、优化服务，完成更多首秀策 划，吸引更多首店落户，以提升园区经济活力及竞争力。未来，我们将积极响应国家和上海在推动经济 活力的政策导向，为城市活力及经济发展贡献更多力量。 当 ...

Core Insights - The inbound tourism market in China has seen a significant surge in orders during the May Day holiday, indicating a strong recovery and potential for growth in this sector [1] - The convenience of cross-border payment systems and the nationwide promotion of "instant refund" for departure taxes have contributed to the increase in foreign tourist spending [1] Group 1 - During the May Day holiday, inbound travel orders in Wuhan increased by 70% year-on-year, showcasing the growing interest from foreign tourists [1] - The trend of "buying" has become a prominent feature of this year's inbound tourism, with foreign visitors actively purchasing goods [1] - At the Nanchang West Station's China-Europe freight train import goods bonded store, foreign tourists can enjoy a "one-click purchase + direct logistics" service, facilitating easy shipping of desired products back home [1]

"五一"假期即将结束，各地迎来假期返程高峰。 去哪儿网发布了最新的"五一"出游成绩单，多地入境游增幅超一倍。北上广深杭稳居入境游前五，更多外国朋友开始探索小城。苏州、湖州、佛山等 均进入"五一"入境游TOP20热门城市。 事实上，在"五一"假期前，航旅纵横数据就显示，入境航线机票预订量比去年同期增长了25%。这些游客来到中国，除了饱览风光和文化，"扫货"成 为重要行程。 4月份，一系列离境退税优惠政策实施，为入境消费添了一把火：离境退税起退点从500元下调至200元；现金退税限额由1万元大幅上调至2万元；"即 买即退"服务措施推广至全国…… 伴随着China Travel火热与政策效应叠加，各地将促消费目光瞄向了入境游客。从此前的试点地区来看，"即买即退"政策效果如何？未来哪些城市有潜 力赢得更多入境消费？ 一、政策缘何加码 实际上，我国自2015年起就已经全面推行离境退税政策，后续又有10个地区开展"即买即退"试点。如今，"即买即退"的便利化服务在更多地区上线， 并且退税门槛变得更低。 所谓离境退税，是指境外旅客离境时，对其在退税商店购买的商品退还增值税。通常来说，旅客需在口岸离境时退税，而最新推出的"即买 ...

Core Insights - The "May Day" holiday in China saw a significant surge in cultural and tourism consumption, driven by government policies optimizing the outbound tax refund system, which invigorated spending by inbound tourists and promoted Chinese goods abroad [1][3]. Group 1: Inbound Tourism Growth - The cross-border tourism market in China is experiencing a "dual-direction" trend, with inbound tourism showing explosive growth since 2025 [3]. - A recent report indicated that inbound travel orders on a major tourism platform increased by 173% year-on-year during the "May Day" holiday [3]. Group 2: Tax Refund Policy Enhancements - The newly implemented tax refund policy has lowered thresholds and broadened coverage, enhancing the appeal of "reverse purchasing" for inbound travelers [6]. - The policy allows travelers to obtain tax refunds through credit card pre-authorization, eliminating the need to queue upon departure, thus improving efficiency [6]. Group 3: Retail and Shopping Experience - More stores, including those selling local specialties and souvenirs, have been added to the tax refund system to attract foreign tourists [8]. - In Shenzhen, over 400 tax refund stores are now available, particularly in shopping districts and major shopping centers, with centralized refund points to streamline the process [8]. Group 4: Enhanced Consumer Experience - China is actively refreshing consumption scenarios to provide diverse experiences for foreign visitors, including the "Shopping in China" series of events that integrate shopping, tourism, culture, sports, and health [12]. - Various promotional activities and food events are encouraging both domestic and international consumers to explore Chinese cuisine and culture [12].

今年4月，国家税务总局决定全面推广境外旅客购物离境退税"即买即退"服务措施。离境退税"即买 即退"，是指在已实施离境退税政策的地区，境外旅客在"即买即退"商店购买退税物品时，签订协议书 并办理信用卡预授权后，即可在该商店现场申领与退税款等额的人民币款项。 新政出台后，苏州市商务局组织全市商务条线广泛发动商户参与，拓宽服务覆盖面。苏州市税务局 与中国银行苏州分行、建设银行苏州分行携手打破地域限制，以跨省机构间业务协同，支持便利化服务 举措在无航空口岸城市落实落地。姑苏区相关部门牵头联动重点商圈，发动函数集团、人民商场等优质 商户加入"即买即退"离境退税商店体系。商户针对外籍游客推出多语种导购、国际支付等配套服务，助 力释放入境旅游消费潜力。在面向各退税商店组织辅导，为境外旅客享受一站式退税服务做好准备的同 时，姑苏区各相关部门与退税代理机构及有关商户通力合作，聚焦外籍游客购物体验需求，通过协作创 新和技术赋能，实现退税服务全流程提效。目前，全市已有37家离境退税商店，覆盖丝绸、工艺品、高 端服饰等多个特色品类。 昨天，完成离境退税"即买即退"首单业务的Alessio Travani为这一高效便捷的服务点赞。他表 ...

5月1日，在徐州城下城遗址博物馆阶梯处，对着266米的徐州第一高楼，身披汉服的外籍旅客拍照 打卡，别有"一眼望千年"的独特韵味；5月2日，无锡鼋头渚，每一处角落都藏着令人心醉的"花式浪 漫"，沉浸式赏花游园、欣赏国风歌舞成为外籍旅客的新风尚；5月3日，苏州园林与小镇里藏着的雅 趣，是外籍旅客的"心头好"。 不只是"Go JiangSu"，更有"购在江苏"。 随着我国过境免签政策全面放宽，境外旅客停留时间延长至240小时，今年"五一"假期，境外旅客 入境游的热情持续高涨。加之我国实施的离境退税"即买即退"新政策，更有效激发出境外旅客的消费热 情。 大江风范、运河风采、名湖风韵、滨海风情……"Go JiangSu"成为"五一"期间众多"歪果仁"的旅游 目的地。 "受汉文化的吸引，这次来中国我在户部山、龟山汉墓、徐州博物馆等汉文化景点，真切感受到了 徐州城作为千年文脉汉兴地的无尽魅力。"法国游客Lucas Martin点赞汉风徐州。 "原先境外旅客需在机场排队办理退税，现在将这一环节前置到购物中，有效节约了境外游客时 间，并且离境退税起退点的下调和现金退税限额的上调，也为商场'五一'假期国货销售、娱乐消费吸引 境外 ...