Group 1 - The "Louihao" project on Nanjing West Road has attracted overseas tourists from 87 countries and regions, significantly boosting inbound consumption in Jing'an District during the 2026 New Year holiday, with a 249% year-on-year increase in tax refund orders and a 110% increase in corresponding sales [1] - The surge in tax refund sales in Jing'an is attributed to a notable shift where more overseas consumers are purchasing imported goods in China, a trend that was previously unimaginable [1] - Jing'an District has become a key destination for international consumers, with a 60% year-on-year increase in tax refund sales and an explosive growth of over 13 times in "immediate refund" sales since last year [1] Group 2 - The "Louihao" project has led to sustained high foot traffic at Xinyi Taikoo Hui, with many foreign tourists shopping there after visiting "Louihao," resulting in a 700% increase in "immediate refund" transaction numbers and a nearly 400% increase in consumption amount compared to the previous half-year [2] - The tax refund orders completed at "Louihao" accounted for 30% of the total orders at Xinyi Taikoo Hui, which has nearly 50 tax refund stores, with 90% being international brands across various sectors [2] - CELINE's global launch event at Zhangyuan, which provided a tax refund "green channel," attracted international mid-to-high-end consumers, with a single-day tax refund sales ratio reaching 15%, exceeding brand expectations [2] Group 3 - The high growth of tax refunds in Jing'an highlights the district's advantages in high-end consumer aggregation and growth vitality, supported by systematic optimization of the environment through the "Jing'an International Friendly City Construction Implementation Plan" [3] - Jing'an District has over 800 tax refund stores, with more than 100 "immediate refund" merchants, forming a high-end consumer tax refund service cluster covering multiple sectors [3] - The average tax refund amount in Jing'an is twice the city average, ranking first in Shanghai, with plans for continued policy innovation and inter-departmental collaboration to enhance inbound consumption convenience [3]

静安区打造"5分钟离境退税便捷圈"。 当前，静安区正打造"5分钟离境退税便捷圈"，全区汇聚超800家退税商店，其中"即买即退"商户突破100家，形成覆盖多业态的高端消费退税服务 集群。静安区离境退税笔均金额为全市均值的2倍，居全市首位。 在巩固高端商圈核心优势的同时，静安区的离境退税服务网络从"消费购物"到"日常生活"全覆盖。2025年10月，大润发（平型关店）作为全市首 批商超类"即买即退"服务点正式上线，标志着离境退税服务融入社区民生场景。该点自启用以来，已办理430多笔业务，服务覆盖9国游客。 南京西路商圈的"路易号" 。本文图片均为 上海静安区 提供 1月9日，智通财经从上海市静安区获悉，"路易号"项目至今已吸引来自全球87个国家及地区的海外游客购物并办理离境退税。数据显示，静安区 2025年离境退税销售额同比增幅60%，"即买即退"销售额增长超13倍。 静安区商务委介绍，"路易号"项目为兴业太古汇引流，使其成为全市离境退税增长新引擎。2025年在"路易号"启幕后的下半年，兴业太古汇"即买 即退"交易单数较上半年增长约700%，消费金额同比增幅近400% ，在路易号完成退税的单数占商场总单数的三成。 ...

新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：宋雅芳 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 1月8日下午消息，近日获悉，大润发离境退税服务正加速铺开：平型关店等上海11家门店 率先落地即买即退业务，美兰湖店同步开通离境退税服务，其余门店也在陆续开通中。服务覆盖范围更 延伸至日本、越南、马来西亚等多个国家和地区。 据了解，自从中韩免签政策实施以来，位于上海静安区的大润发平型关店，凭借高性价比商品与贴心服 务，在韩国社交平台持续发酵，从服务周边居民的商超变身红遍韩网的"宝藏打卡地"，日均接待韩国游 客200-300人，周末高峰更达500余人次之多，成为上海入境游市场的独特风景线。 据了解，自从中韩免签政策实施以来，位于上海静安区的大润发平型关店，凭借高性价比商品与贴心服 务，在韩国社交平台持续发酵，从服务周边居民的商超变身红遍韩网的"宝藏打卡地"，日均接待韩 ...

西城区"两会"日前开幕。1月6日，新闻发布会在会场举行。新京报记者 薛珺 摄 周冠南介绍，"一轴六核三带"中的"一轴"即中轴线文化体验消费轴；"六核"分别为西单国潮时尚活力商圈、金融街高端商务和品质体验商圈、什刹海静雅慢 生活场景商圈、大栅栏北京坊文化商业融合商圈、天桥演艺消费主题商圈、马连道茶文化体验商圈等6个重点商圈；"三带"即开新大街（开阳桥到新街口） 古都文脉复兴带、西直门外现代都市活力带、菜市口特色创意生活带。 西城区商务局党组书记、局长周冠南介绍，2025年，西城"两区"项目落地金额达2091.22亿元，实现北京市第一个"五连冠"，在"两区"建设考评中获评A级。 实际利用外商直接投资超4亿美元，进出口总额居北京市第二。银联-Visa"北京中轴线无障碍支付服务旅游示范区"落地北京坊，全区离境退税备案商店270 家，同比增速42.8%，居北京市第二。 （来源：千龙网） 2026年，西城区将发挥国家金融管理中心核心优势，聚焦制度创新，推动更多高含金量开放政策先行先试。提升跨境金融服务能力，让驻区企业尽享制度创 新红利与高效服务体验。在国际消费体验方面，不断扩大离境退税商店覆盖范围，提升退税办理便捷性，依 ...

Core Insights - The Xicheng District is expanding its outbound tax refund stores, reaching 270 stores, with plans to further increase coverage by 2026 [1] - In 2025, the "Two Districts" project in Xicheng achieved a funding amount of 209.12 billion yuan, marking the district's fifth consecutive win in this area and receiving an A-grade in evaluation [1] - The district aims to enhance cross-border financial services and promote high-quality open policies, leveraging its status as a national financial management center [1] Group 1: Economic Development - The actual foreign direct investment in Xicheng exceeded 400 million USD, with total import and export volume ranking second in Beijing [1] - The district's outbound tax refund stores saw a year-on-year growth rate of 42.8%, ranking second in Beijing [1] Group 2: Consumer Experience Enhancement - In 2025, Xicheng plans to improve commercial district quality through the "One Circle, One Policy" initiative, with various cultural and entertainment activities expected to drive over 2 billion yuan in consumption [2] - The district will establish a consumption space structure called "One Axis, Six Cores, Three Belts" to enhance commercial vitality and implement measures to stimulate consumption [2] Group 3: Service and Product Consumption - Xicheng will continue to increase the supply of quality consumer goods and services, including the creation of "home service supermarkets" and other consumption scenarios [3] - The district will maintain the "Xicheng Consumption" platform and organize carnival events while distributing government consumption vouchers in areas of resident concern [3]

Core Insights - The article highlights the significant growth in China's inbound tourism market, driven by a series of policy enhancements, particularly the extension of the transit visa exemption to 240 hours, which has led to a substantial increase in foreign visitor numbers and spending [2][3][8] Policy Enhancements - The unified 240-hour transit visa exemption policy has been in effect since December 2024, resulting in 40.6 million foreign visitors by December 2025, a 27.2% increase year-on-year, with a 60.8% increase in those eligible for the exemption [2] - The expansion of the visa exemption list to include 11 additional countries since 2025 has further stimulated inbound tourism, spreading the consumption benefits to border regions [2][3] Inbound Consumption Trends - Hainan has emerged as a benchmark for inbound consumption, with a 59% year-on-year increase in inbound tourists from January to November 2025, particularly from European and American markets [3] - The shift in visitor behavior towards deeper travel experiences is evident, with over 60% of inbound travelers opting for multi-province tours, moving beyond traditional tourist hotspots [3][6] Tax Refund Policies - The optimization of the departure tax refund policy has seen a 285% increase in the number of foreign travelers utilizing the service, with a 98.8% increase in sales and tax refund amounts [5] - The introduction of "immediate refund" services has significantly enhanced the shopping experience for foreign tourists, with over 60% of tax refunds being reinvested into further consumption [5] Technological Integration - The integration of technology in tourism has transformed the consumer experience, with modern tools enhancing communication and engagement for foreign visitors [6][7] - The rise of cultural and experiential tourism is supported by improved payment systems and service upgrades, making it easier for foreign tourists to navigate and enjoy their experiences in China [6][7] Market Potential - China's inbound tourism currently contributes only 0.5% to GDP, indicating a vast potential for growth, estimated in the trillions, as the market continues to evolve [8][9] - The industry is witnessing a shift towards personalized travel experiences, with a notable increase in demand for customized travel packages, particularly among independent travelers [9][10] Strategic Industry Responses - Major travel companies, such as Ctrip, are positioning inbound tourism as a key growth area, with significant increases in bookings and the establishment of dedicated inbound tourism centers [8][9] - The trend towards individualized travel experiences is prompting a transformation in traditional tour operations, with a focus on niche markets and tailored offerings to meet diverse traveler preferences [9][10]

"太神奇了，这不仅是一次购物体验，更是一次完整的科技体验。广州的服务让我看到了未来智慧城市 的模样。"来自白俄罗斯的达里亚手拿刚打印出来的退税单和发票，对着店员竖起大拇指。 广州税务人员介绍，广州最新推出的离境退税"票单同开"双场景智能服务，工作人员只需利用移动便携 设备，"一键扫描"境外旅客的退税证件，系统就能自动抓取旅客信息进行预填，大幅压缩了开票、开单 时间，减少人工录入时容易产生的错开漏输问题，提升境外旅客办理退税的体验。 据了解，海珠万国奥特莱斯是继天环广场、广百北京路店之后，广州设立的第三个离境退税"即买即 退"常态化集中退付点。数据显示，2025年1月至12月30日，广州全市离境退税商店突破性增长至1594 家，已做到11个城区全部覆盖，开出退税申请单逾9.01万份，同比增长924%，离境退税政策为激活商 圈消费提供了有力支撑。 广州为优化入境消费体验所做的努力远不止于此。自2025年11月5日起，琶洲客运港新增为240小时过境 免签政策适用口岸，为国际旅客提供更便利的入境选择。在城市出行方面，广州地铁近400个站点约 9000台闸机已开通外卡"拍卡过闸"功能，同时7000余台出租车上线"小如翻 ...

Core Insights - Shanghai's average daily consumption during the New Year period (January 1-2) reached 12.2 billion yuan, a year-on-year increase of 2.5% compared to New Year's Day 2025 [1] Consumption Trends - Offline average daily consumption was 6.49 billion yuan, remaining flat compared to the previous year [1] - Online average daily consumption was 5.71 billion yuan, showing a year-on-year growth of 5.5% [1] - Daily foot traffic in 35 key commercial districts in Shanghai averaged 6.399 million people, an increase of 5.4% year-on-year [1] Tourist Spending - Spending by tourists visiting Shanghai increased by 4.4% year-on-year, while the number of tourists also grew by 7.0% [1] - The Yangtze River Delta region contributed significantly to tourist spending, with Jiangsu accounting for the highest proportion of 21.3%, followed by Zhejiang at 8.9% [1] Duty-Free Growth - There was a strong increase in inbound consumption, with the number of duty-free refund applications in Shanghai rising by 253% year-on-year, corresponding to a sales amount increase of 132.6% [1]

Core Insights - Chengdu is enhancing its inbound consumption by promoting a seamless tax refund process, which is expected to attract more international tourists and boost the local economy [1][2][3] Group 1: Policy and Strategy - The Chengdu Municipal Economic Work Conference emphasized the need to continuously expand open cooperation and improve the level of open economy development [1] - The city is focusing on enriching the supply of tax refund products, particularly those favored by foreign visitors, such as technology and domestic products [1] Group 2: Implementation and Services - Chengdu has launched the "Chengdu Departure Tax Refund Guide" and promotional animations, which are being distributed at key locations like Tianfu International Airport and major shopping areas [2] - A payment system has been established that supports over 90% of key shopping districts for international card payments, enhancing convenience for foreign travelers [2] Group 3: Market Impact - The introduction of "immediate purchase and refund" services at outlets like Florence Town is aimed at improving the shopping experience for both domestic and international customers [2] - By 2025, the number of tax refund transactions is projected to reach approximately 700, representing a year-on-year increase of about 400%, with the tax refund amount expected to grow by 494% [2]

Market Overview - The A-share market opened lower on the 30th but experienced fluctuations, with indices turning positive multiple times during the session [1] - By the end of the trading day, the Shanghai Composite Index slightly declined to 3965.12 points, while the Shenzhen Component Index rose by 0.49% and the ChiNext Index increased by 0.63% [1][2] Trading Data - The total trading volume in the market reached 2.16 trillion yuan, with over 3400 stocks experiencing declines [3] - The Shanghai Composite Index recorded a minor decrease of 0.16%, while the Shenzhen Component Index gained 66.97 points, reflecting a 0.49% increase [2] - The ChiNext Index saw an increase of 20.29 points, or 0.63%, indicating positive momentum in certain sectors [2] Sector Performance - Human robot concept stocks surged in the afternoon, while sectors related to digital currency, AI smartphones, and short drama games showed active performance [3] - Conversely, the photovoltaic industry chain experienced a pullback, and stocks related to the Hainan Free Trade Zone, outbound tax refunds, and commercial aerospace concepts underwent adjustments [3]