中国美妆品牌的全球化，走到一个新的分水岭。 当规模扩张与效率红利逐渐趋于常态，"出海"开始回到一个更本质的问题：品牌是否具备被持 续识别和长期记住的能力。《FBe a u t y未来迹》注意到，一批新锐国货品牌的出海逻辑已经发 生 转 向 —— 不 再 以 单 一 产 品 或 渠 道 作 为 突 破 口 ， 而 开 始 尝 试 以 品 牌 系 统 为 核 心 ， 从 " 产 品 输 出"真正走向"品牌输出"。 2 0 2 5年末，INTO YOU心慕与你在上海举办品牌发布会，宣布品牌 首个面向全球发售 的产品 线"萌兰联名系列"即将上市。跳出新品联名本身，这项动作其实标志着INTO YOU的全球化 战略已经进入加速期，转向品牌化与长期认知建设的整体推进。 INTO YOU心慕与你"自在玩美"主题品牌活动 在 这 一 背 景 下 ， 出 海 的 核 心 挑 战 正 在 发 生 转 移 ： 不 再 是 " 如 何 卖 出 去 " ， 而 是 " 如 何 被 长 期 记 住"。 《FBe aut y未来迹》发现，INTO YOU心慕与你的出海策略，显现出不同于主流路径的特征 ——以产品力为入场券，以品牌力实现区隔 ...

Core Viewpoint - The "Shopping in China · All Fujian Shopping" inbound consumption carnival aims to create new consumption scenarios and promote the deep integration of commerce, culture, and tourism in Fujian, showcasing the province's vitality and charm in opening up to the outside world [1][2] Group 1: Inbound Consumption Promotion - Expanding inbound consumption is a key measure for deepening opening up and boosting consumption, as well as creating new consumption scenarios and nurturing new growth points [1] - Fujian has implemented several substantial policies to promote inbound consumption, including the "Measures for Facilitating Inbound Consumption for Foreign Visitors" introduced in July, which optimizes the entire process of inbound consumption from payment convenience to service enhancement [1] - From January to November, the number of tax refund stores in the province increased to 320, with nearly 200 "immediate refund" stores, indicating the gradual effectiveness of these policies [1] Group 2: New Retail and Consumption Services - Fujian has established a "duty-free + tax refund" dual-driven consumption service system to enhance shopping convenience for inbound travelers [2] - The opening of the first city duty-free store in Fuzhou on December 18 marks a significant step in creating an international consumption platform, utilizing a new retail model that combines "duty-free + taxable," "imported + domestic," and "offline + online" [2] - The event featured various local product exhibition areas, showcasing distinctive public brands and local goods, facilitating the international market entry of traditional brands and high-quality domestic products [2] Group 3: Comprehensive Consumption Promotion Platform - The "Shopping in China · All Fujian Shopping" theme has successfully created a comprehensive consumption promotion platform through collaboration among government, enterprises, and the market [2] - The carnival serves as a concentrated display of Fujian's efforts to promote consumption, stabilize foreign trade, and expand openness, while also adapting to consumption upgrade trends and connecting with international markets [2]

Group 1 - The "Buy in China · All Fujian Shopping" inbound consumption carnival aims to create new consumption scenarios and promote the deep integration of commerce, culture, and tourism in Fujian, showcasing the province's vitality and charm in opening up to the outside world [1][6] - The Fujian Provincial Department of Commerce emphasizes that expanding inbound consumption is a crucial measure for deepening opening up and boosting consumption, aiming to create new consumption scenarios and cultivate new growth points [3][6] - Fujian has implemented several substantial policies to promote inbound consumption, including the introduction of measures for payment convenience, tax refunds, product supply, and service enhancement, resulting in an increase in tax refund stores to 320, with nearly 200 "buy and refund" stores [5][6] Group 2 - The province is actively building a "duty-free + tax refund" dual-driven consumption service system, with the opening of the first city duty-free store in Fuzhou marking a significant step in creating an international consumption platform [5][6] - The carnival features various local public brands and products, showcasing regional specialties and promoting high-quality Fujian products to international markets, thereby accelerating the "going global" process of domestic goods [5][6] - The event serves as a comprehensive platform for consumption promotion, foreign trade stabilization, and opening up, aligning with the trend of consumption upgrades and connecting with the international consumer market [6]

■田鹏 近日，笔者走访深圳市内免税店，国潮与科技气息扑面而来——国潮主题区里，景泰蓝等非遗手作陈列 其间，敦煌文创、永丰源瓷器尽显东方美学；电子黑科技体验廊人气十足，科大讯飞翻译笔、影石运动 相机等"深圳智造"整齐上架。从非遗手作到科技潮品，曾经被国际大牌占据的免税货架，如今已成国货 集中亮相的"展示窗"，这正是近期一系列免税政策落地见效的生动缩影。 10月17日，财政部等部门对外发布《关于调整海南离岛旅客免税购物政策的公告》，允许部分国内商品 在离岛免税店销售；10月30日，财政部等部门发布《关于完善免税店政策支持提振消费的通知》提出， 口岸出境免税店、市内免税店用于销售国产品的经营面积原则上不少于其经营面积的四分之一；11月26 日，工业和信息化部等六部门印发《关于增强消费品供需适配性进一步促进消费的实施方案》提出，鼓 励国产名特优新产品、消费名品、非遗产品、国货"潮品"进入口岸出境免税店和市内免税店，优化离境 退税办理流程，推广"即买即退"措施。 渠道深度运营是关键。一方面，品牌应主动对接中免等头部免税运营商，通过联合开发、定制化产品等 方式深化合作，争取核心陈列资源与营销支持；另一方面，借助政策允许的 ...

近年来，随着全球高端消费品市场格局变化，中国高端制造与文化消费品出海成为新趋势。而雪茄，作 为烟草行业的"奢侈品"，正成为中国品牌走向世界的重要载体。 近日，中烟香港动作频频，陆续与四川中烟、湖北中烟、山东中烟及安徽中烟签署全球雪茄独家经销及 代理协议。中烟香港通过深度资源联合，将"长城""黄鹤楼""泰山""王冠"四大国产高端雪茄品牌纳入旗 下，成功组建了一支覆盖全球市场的"中式雪茄出海舰队"，标志着中式雪茄统一出海平台已初步建成， 雪茄产业正式迈入全新发展阶段。 深入梳理相关合作协议不难发现，本轮合作绝非偶然，而是基于我国雪茄产业长远布局的战略性抉择。 三大维度释放协同价值 1）战略层面：联合行业资源，打造中式雪茄统一出海通道 多年来，四川中烟、湖北中烟、山东中烟、安徽中烟作为我国雪茄制造领域的四大核心力量，携手构建 起了中式雪茄完备且先进的核心生产与研发体系。 2）企业层面：拓宽市场渠道，讲好中式雪茄的故事 对中烟香港自身而言，本轮合作不仅着眼于宏观的产业布局，也是应对当前市场变局、开辟新增长曲线 的关键战略行动。 在此背景下，中烟香港通过与四家公司签署雪茄独家经销及代理协议，将雪茄业务范围由此前的特定免 ...

Core Viewpoint - The recent policy changes regarding duty-free shops in China aim to boost consumer spending and enhance the shopping experience for travelers, with a focus on promoting domestic products and simplifying the establishment and operation of duty-free stores [1][7]. Group 1: Policy Changes and Impacts - The Ministry of Finance, Ministry of Commerce, Ministry of Culture and Tourism, and other departments have jointly issued a notification to improve the duty-free shop policy starting from November 1, 2025, to support consumer spending [1]. - The new policy simplifies the approval processes for establishing and operating duty-free shops, allowing for more autonomy in the market and potentially increasing the number of stores [5][7]. Group 2: New Store Openings - The first city duty-free shop in Tianjin opened in late November, located in a central commercial area, offering a range of luxury goods such as perfumes, cosmetics, watches, sunglasses, and jewelry [4]. - A new city duty-free shop also opened in Xi'an, incorporating local cultural elements into its product design and store decor, creating a unique shopping experience [5]. Group 3: Promotion of Domestic Products - The newly opened city duty-free shops have dedicated areas for domestic products, featuring traditional Chinese brands and cultural heritage items, thus providing tourists with more options [9][11]. - The policy encourages duty-free shops to allocate at least 25% of their sales area to domestic products, enhancing the market recognition and international competitiveness of Chinese goods [14]. Group 4: Enhanced Shopping 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 itineraries [16].

Core Insights - The new duty-free policy in Hainan, effective from November 1, allows island residents to purchase duty-free items without limit after one departure, significantly enhancing consumer experience and satisfaction [1][3] - The policy expansion includes a broader range of eligible consumers, now encompassing departing travelers, which addresses previous limitations on duty-free shopping [2][3] - The introduction of new product categories, including pet supplies and portable musical instruments, increases the total number of duty-free categories to 47, enhancing the shopping experience for consumers [4][5] New Experience - Travelers can now enjoy duty-free shopping without previous restrictions, as seen with a traveler who adjusted his flight to take advantage of the new policy [2] - The new policy allows island residents to purchase 15 categories of "immediate purchase and pick-up" items without limit within a year, improving shopping convenience [3] New Consumption - The duty-free product list has been expanded to include two new categories and three new subcategories, enhancing the variety of available products [5] - Retailers have proactively stocked new products in anticipation of the policy changes, ensuring a diverse selection for consumers [5] New Support - The policy aims to promote domestic products alongside imported goods, enhancing the visibility and sales of local brands in the duty-free market [6] - Customs authorities have implemented supportive measures to ensure smooth execution of the new policy, including system upgrades and regulatory adjustments [7]

Core Viewpoint - The Ministry of Finance, Ministry of Commerce, and four other departments announced on October 30 that starting from November 1, 2025, the duty-free shop policy will be improved to boost consumption and enhance the international competitiveness of domestic products [1][8]. Group 1: Policy Highlights - The new policy allows domestic products, including traditional brands and local specialties, to enter duty-free shops, which will now be treated as exports eligible for VAT and consumption tax refunds [10][12]. - Popular consumer goods such as mobile phones, drones, sports equipment, health foods, over-the-counter drugs, and pet food will also be included in the duty-free shop offerings [13]. - An online reservation service for duty-free products will be introduced, allowing travelers to pre-order items and pick them up upon return [15]. Group 2: Regulatory Changes - The approval process for establishing and changing the operating entities of duty-free shops will be decentralized to provincial authorities, enhancing operational flexibility [17]. - Duty-free shops must allocate at least 25% of their space to domestic products, promoting local goods to international tourists [17][18]. - The policy aims to improve the business environment by shifting government roles from regulators to facilitators, thus increasing industry vitality [18]. Group 3: Economic Impact - The policy is expected to significantly enhance consumer spending and increase the visibility of domestic products in international markets [20].

Core Insights - China Southern Airlines Logistics (CSAL) will officially implement its winter flight schedule from October 26, 2025, to March 28, 2026, focusing on expanding its cargo network with 31 cargo routes and over 5,400 flight operations to support global supply chain stability [1][3] Group 1: Cargo Network Expansion - CSAL plans to connect 15 destinations, reaching major cargo markets in the Americas, Europe, the Middle East, Oceania, and Southeast Asia, as well as emerging business growth areas [1][3] - The company is enhancing its logistics capabilities by establishing core hub clusters in Guangzhou and Shanghai, while increasing truck flight operations to strengthen cargo distribution in the Greater Bay Area and Yangtze River Delta regions [3] Group 2: Market Demand and Seasonal Adjustments - Since October, CSAL has reported a nearly 20% year-on-year increase in daily outbound cargo volume, indicating a robust demand during the traditional peak cargo season [3] - To meet diverse logistics needs during major shopping events like "Double Eleven," "Double Twelve," and "Black Friday," CSAL is optimizing its flight scheduling system by adding new routes to emerging markets and increasing flight frequencies to popular destinations [3] Group 3: Operational Efficiency - The new flight schedule will optimize cargo aircraft timing and configuration across key domestic airports, including Guangzhou, Shanghai, Shenzhen, Taiyuan, and Harbin, enhancing operational efficiency and market responsiveness [3]

Core Viewpoint - The Ministry of Finance, General Administration of Customs, and State Taxation Administration have jointly issued an announcement to adjust the duty-free shopping policy for outbound travelers in Hainan Free Trade Port, effective from November 1, aiming to stimulate consumer market potential and provide a new window for domestic quality goods to reach international markets [1]. Group 1: Policy Adjustments - The adjustment includes increasing the categories of duty-free goods and relaxing age restrictions for shopping [1]. - The policy aims to benefit outbound travelers and enhance the diversity of shopping options available to consumers [1]. Group 2: Implementation and Coordination - There is a need for multi-party collaboration to ensure the full release of policy dividends [1]. - Relevant departments are required to strengthen inter-departmental coordination and data sharing, optimize regulatory processes, and improve service efficiency [1]. Group 3: Risk Management and Quality Control - Market regulatory authorities must establish a comprehensive risk prevention network to achieve closed-loop supervision of "fund flow, goods flow, and personnel flow" [1]. - Strict measures will be taken to combat illegal activities such as "proxy purchasing" [1]. - Merchants are urged to ensure product quality, eliminate counterfeit goods, and enhance the supply of quality domestic products while improving service levels [1].