"坐上跨境巴士半个钟左右，就可以来到这里买我喜欢的国产护肤品了，还可以直接办理退税，真的很方便。"来自香港的黄女士表示。8月26日，深圳市 内免税店正式开门迎客，同一天，广州的市内免税店也正式落地。这是在新一轮市内免税店扩围之下，再"上新"的两家市内免税店。 去年8月，财政部等五部门联合印发《关于完善市内免税店政策的通知》提出，在全国首批新设8家市内免税店，广州、深圳各占一席，加上此前已运营的市内免税 店，我国市内免税店版图将拓展至27家，分布在22个城市。而在广州和深圳新店开业之前，武汉首家市内免税店已于今年5月亮相。 当前，我国正通过多重举措大力推动"入境游"复苏，市内免税店被寄予将旅游流量转化为消费流量、挖掘免税业务新增长极的重要期望。不过，在全球消费环境持 续变化之下，当前市内免税店实际经营状况如何？又该如何实现突围？围绕这些核心问题，证券时报记者展开了实地走访与深度采访。 广深市内免税店迎来新气象 探路新模式 据记者实地观察，广州与深圳同日亮相的两家市内免税店，在运营模式、商品布局与选址策略上呈现诸多共性，同时又依托城市特色形成差异化亮点，为区域免税 消费市场注入新活力。 从运营模式来看，两地免税店 ...

背着登山包的欧洲年轻人举着地图讨论路线，推着婴儿车的东南亚家庭对着角楼拍照，几位非 洲游客用翻译器和卖文创的摊主砍价……随着"ChinaTravel"词条在海内外社交媒体的火爆， 这样的画面每天都在北京的街头巷尾上演，暑期尤甚。 8月的北京，英语导游迈克尔额头沁着汗珠，用流利的英语向一个外国家庭讲解太和殿的建筑 规制。"这是我本周第二场故宫定制讲解，"他趁着游客拍照的间隙对21世纪经济报道记者 说，"只要想带，几乎每天都能带团。" 迈克尔是一位2002年入行的资深文旅从业者，同时也是全网拥有百万粉丝的文旅博主。像他这 样的北京英文导游们，正亲历着入境游市场从低温复苏到渐渐高温的全过程，这个暑期市场的 热度更是达了炙热的程度，而且游客们渐渐从北京上海等大城市往众多小城市迈进。 去哪儿旅行数据显示， 暑期外国游客预订机票前往的城市数量达到144个，同比增加16个， 外国游客机票预订量增长最快的前20个城市中，全部为三线及以下城市。 "小包团、定制游占比明显上升，" 迈克尔解释道，"针对游客不同的服务需求，我的收费有所 浮动，但游客接受度很高。"实际上，像迈克尔这样能提供"历史+趣味"双语讲解的导游，暑期 订单早已 ...

Group 1: Economic Activity and Consumer Spending - The "May Day" holiday saw a vibrant national consumption market, with key retail and catering enterprises' sales increasing by 6.3% year-on-year [1] - The total number of cross-regional personnel movements from May 1 to May 5 is expected to reach 1.467 billion, averaging 293 million per day, which is an 8.0% increase year-on-year [1] - Restaurant sales from key monitored enterprises grew by 8.7% year-on-year during the holiday, with local specialty dish orders on Meituan increasing by over 105% year-on-year [1] Group 2: Tourism Trends - Domestic tourism consumption flourished, with several provinces reporting double-digit growth in both visitor numbers and total tourism revenue during the first three days of the holiday [1] - Popular domestic travel destinations included major cities such as Beijing, Shanghai, and Guangzhou, while low-tier cities also saw a significant increase in tourism demand due to improved transportation networks [2] - The first "May Day" holiday after the implementation of the 240-hour visa-free transit policy saw inbound tourism orders more than doubling year-on-year, driven by cultural experiences and diverse activities [2] Group 3: Consumer Goods Sales - The "old-for-new" policy positively impacted consumer goods sales, with home appliances, automobiles, and communication equipment sales increasing by 15.5%, 13.7%, and 10.5% year-on-year, respectively [3] - Sales of smart home products on monitored e-commerce platforms grew by over 20% year-on-year during the holiday [3]

Group 1 - The inbound tourism market is experiencing a recovery, with Huazhu Group reporting significant growth in foreign tourist reception [1] - From January to mid-June 2025, Huazhu Group's hotels received over 1.52 million foreign tourists, representing a year-on-year increase of approximately 72% [1]

Group 1 - The tourism market is experiencing a strong recovery, with inbound tourism showing particularly robust growth, as evidenced by flight execution and travel orders. In 2024, domestic travel has rebounded to 56.1% of historical trends, while inbound tourism has reached 81.9% of historical trends, with travel exports recovering to 138% of 2019 levels [2][10][83] - From the perspective of visitor demographics, tourists from Southeast Asia are showing significant recovery in inbound tourism, while recovery from regions like North America is slower. In 2024, the proportion of visitors to Shanghai from Southeast Asia is 22.5%, up 6.8 percentage points from 2023, while the proportion from North America has decreased by 2 percentage points [2][17][83] - The recovery pace of China's inbound tourism market is accelerating after 2024, indicating that the tourism market's recovery is not solely dependent on scale expansion. By April 2025, inbound tourist numbers in Shanghai reached 115.3% of the 2019 average, surpassing countries like Thailand and Singapore [3][23][83] Group 2 - The increase in inbound tourism is driven by the facilitation of visa policies and cultural exports, which effectively stimulate inbound demand. Since 2024, the expansion of visa-free policies has significantly boosted inbound tourism, with 20.12 million foreign visitors entering through visa exemptions, a year-on-year increase of 112.3% [4][26][84] - Historical examples show that optimizing visa policies can effectively release inbound tourism demand. For instance, Japan's gradual relaxation of visa policies from 2013 led to a substantial increase in inbound visitors, from 8.358 million in 2012 to 31.882 million in 2019 [4][34][84] Group 3 - The potential for growth in inbound tourism is significant, as the current export of travel and entertainment services as a percentage of GDP is notably lower than that of other countries, primarily due to the low openness of the service sector. In 2024, travel exports are projected to account for only 0.1% of GDP, compared to a global average of 1.6% [6][50][61] - The Chinese government is increasing its focus on the opening of the service sector, which is expected to release substantial demand for inbound tourism. Policies aimed at enhancing service sector openness have been introduced, including a comprehensive pilot program to accelerate the opening of the service industry [7][66][61]

Group 1 - The core idea of the article revolves around the significant increase in inbound tourism to China, particularly during the recent holiday periods, highlighting a trend where foreign tourists are increasingly drawn to Chinese cuisine and culture [3][4][5][12]. - Inbound tourism orders surged by 130% compared to the previous year, indicating a robust recovery and interest from international travelers, especially from Southeast Asia, Australia, and Europe [5][15]. - Chinese food and cultural experiences have become a major attraction for foreign visitors, with many tourists actively seeking out local delicacies and unique culinary experiences during their trips [7][19][21]. Group 2 - The article notes that foreign tourists are no longer just interested in traditional sightseeing; they are now more inclined to explore local food and everyday life in China, reflecting a shift in travel preferences [20][29]. - Tourists are engaging with local cuisine to the extent that they are taking photos of menus and planning to recreate dishes at home, indicating a deeper connection with Chinese culinary culture [24][28]. - The influx of foreign tourists has created new opportunities for local businesses, particularly in the food and hospitality sectors, as they adapt to cater to the preferences of international visitors [30][32]. Group 3 - The article highlights the need for improvements in the inbound tourism infrastructure in China, as many areas still treat foreign tourists with a domestic tourism mindset, which may not meet their expectations [33][37]. - There are gaps in language support and accessibility for foreign tourists, which could hinder the overall experience and limit the potential growth of inbound tourism [36][38]. - The article emphasizes that the true appeal for foreign tourists lies in authentic local experiences rather than just major tourist attractions, suggesting a need for a more nuanced approach to tourism marketing [39].

Core Viewpoint - The "May Day" holiday showcased a vibrant consumer market in China, with significant growth in retail and tourism sectors, indicating strong economic vitality [2][3]. Group 1: Consumer Market Performance - During the "May Day" holiday, key retail and catering enterprises in China saw sales increase by 6.3% year-on-year [2]. - The total number of cross-regional travelers from May 1 to May 5 reached 1.467 billion, averaging 293 million per day, which is an 8.0% increase year-on-year [2]. - Restaurant sales from monitored enterprises grew by 8.7% year-on-year during the holiday [2]. - Orders for local specialty dishes from tourists on the Meituan platform surged over 105% year-on-year [2]. Group 2: Tourism Sector Insights - The tourism sector thrived, with several provinces reporting double-digit growth in both visitor numbers and total tourism revenue during the first three days of the holiday [2]. - Popular domestic travel destinations included major cities such as Beijing, Shanghai, and Guangzhou, while low-tier cities also saw a rapid release of tourism consumption [3]. - The implementation of a 240-hour visa-free transit policy led to a more than 100% year-on-year increase in inbound travel orders during the holiday [3]. - Foreign tourists engaged in cultural experiences and shopping, contributing to a vibrant tourism atmosphere [3]. Group 3: Consumer Goods Sales - The "old-for-new" policy positively impacted sales, with home appliances, automobiles, and communication equipment seeing year-on-year sales growth of 15.5%, 13.7%, and 10.5% respectively [4]. - Sales of smart home products on monitored e-commerce platforms increased by over 20% year-on-year during the holiday [4].

Core Viewpoint - The travel market in China is experiencing a strong recovery during the "May Day" holiday, with significant growth in both domestic and inbound tourism, driven by new consumer behaviors and policies [2][4][5]. Group 1: Domestic Travel Trends - Domestic tourism shows a "multi-point blooming" trend, with ticket sales for scenic spots in Qinghai, Xinjiang, and Ningxia increasing by 100% to 200% year-on-year [2]. - Family travel and pet-friendly trips are both on the rise, indicating a dual demand in the market [2]. - The self-driving travel market is witnessing a 24% increase in per capita car rental spending compared to last year, with an average rental duration extending to 4 days [4]. - Popular self-driving destinations include Chengdu, Sanya, and Urumqi, with cross-city self-driving becoming mainstream [4]. Group 2: Inbound Tourism Growth - Inbound travel orders surged by 130% year-on-year during the "May Day" holiday, with cities like Shanghai, Shenzhen, and Guangzhou emerging as popular destinations [5][6]. - Cultural experiences and diverse activities are key attractions for foreign tourists, with local food experiences seeing a 6.8 times increase in orders compared to the previous holiday [5]. - The introduction of policies such as tax refunds and visa exemptions has stimulated a new model of tourism combined with shopping, significantly boosting inbound travel orders [6][7]. Group 3: Policy Impact - Recent policy changes, including lowering the threshold for tax refunds from 500 yuan to 200 yuan and increasing the cash refund limit from 10,000 yuan to 20,000 yuan, are expected to enhance the purchasing power of inbound travelers [7].