漠河35℃，东三省其他城市也纷纷沦陷，家在沈阳的闺蜜小娴就天天在群里和我发求救信号："麦琪，咱们什么时候带孩子去三亚呀，天气太热，快受不 了了......" 前两天，辽宁发布高温预警，最高39℃，小娴家的空调已经24小时连轴转，楼下便利店的冰镇西瓜被扫荡一空，每天早晨七点半就排起队，场面堪比双十 一。 我一开始还安慰她："咱东北夏天不就那么几天嘛，熬一熬就过去了。" 再后来，小娴居然生气了，直接甩来辽宁省气象台新闻，我才意识到这轮高温"烤"验周日都不一定能结束。 辽宁如此，吉林也未能幸免。 昨天，我看见一条新闻，标题很醒目。 中国最北的北极村都装空调了！漠河气温超35℃！ 一刷朋友圈，我发现吉林长春的亲戚已经举家跑去三亚，亚龙湾的沙滩椅上，一杯冰椰子，一本绘本，孩子在堆沙堡，配文只有四个字：此处清凉。 更有意思的是，我几个南方朋友本来想暑期去哈尔滨体验一把"冰城夏都"的凉爽，结果周一下了飞机，第一件事是买纸巾擦汗，怀疑自己是不是飞错了地 方。 东北热得直冒汗，"东北第四省"海南最近却很凉爽。 不仅天气预报显示，这几天三亚白天气温也就三十度出头，已经在亚龙湾酒店躺平度假的亲戚说，等到了晚上海风一吹，"我靠，居然 ...

Core Viewpoint - The recent expansion of city duty-free shops in various Chinese cities, including the opening of Wuhan's first city duty-free store, is expected to invigorate domestic consumption and attract international tourists for shopping [1][2][5]. Group 1: City Duty-Free Store Developments - Wuhan's city duty-free store officially opened on June 28, marking it as the first new store following the recent policy changes [2]. - Other cities like Changsha and Guangzhou are also set to establish their own city duty-free stores soon [1]. - The Ministry of Finance and other departments have announced plans to set up one city duty-free store in eight cities, including Wuhan, Guangzhou, Chengdu, and others [1]. Group 2: Consumer Experience and Store Features - The Wuhan city duty-free store spans over 1,800 square meters and includes various product categories such as cosmetics, electronics, and cultural products [2][3]. - The store allows travelers to shop flexibly without the time constraints typical of airport duty-free shops, enhancing the overall shopping experience [3]. - Consumers can also enjoy additional services like dining and entertainment within the shopping mall, creating a more integrated shopping environment [3]. Group 3: Economic and Market Implications - The city duty-free store model is expected to drive international tourists to purchase goods in China, potentially leading to a new trend in cross-border shopping [1][5]. - The global travel retail market is projected to reach 899.1 billion yuan by 2025, with the duty-free market accounting for 572.4 billion yuan, indicating significant growth potential [5]. - The introduction of city duty-free stores is seen as a strategy to enhance the international consumption status of cities, with many cities aiming to become international consumption centers [6][8]. Group 4: Industry Trends and Future Outlook - The city duty-free store initiative is part of a broader trend to support domestic consumption and promote local products internationally [7][9]. - Companies like China Duty Free Group are actively expanding their presence in the city duty-free market, with several new stores in the pipeline [8]. - The industry is expected to mature over time, driven by favorable policies and market dynamics, ultimately enhancing the profitability of operators [10].

从规划蓝图到现实困境，广州北站中旅免税综合体项目正面临着重大挑战。这个曾经被寄予厚望、计划于 2025 年 投入使用的项目，如今不仅商业体建设进展缓慢，而且其核心的市内免税店计划很可能落空。 2021 年，广州市花都区政府与中国旅游集团投资运营有限公司达成协议，宣布将在广州北站东广场打造包含市内 免税店的综合体，项目于当年年底开工。然而，近日南都记者实地探访发现，除两栋高层住宅即将封顶外，商业 体部分推进迟缓。与此同时，广州获批的唯一一家市内免税店已确定将在 40 公里外的珠江新城国际金融中心亮 相，由于免税店需国务院批准增设，北站市内免税店大概率仅停留在概念阶段。 免税店计划的落空，对花都而言影响不可小觑。原本，凭借广州北站的交通枢纽优势，以及与白云机场仅 10 公里 的距离，北站项目旨在打造大湾区首个免税综合体，它不仅能直接拉动消费，还被视为花都枢纽经济发展的关键 一步。免税店作为吸引高端消费、促进消费提升的重要引擎，其缺失使花都建设世界级项目的愿景泡汤，北站的 能级提升也再遇波折。 建设中的广州北站中旅免税综合体项目。 这一事件给城市商业规划敲响警钟。在追求 "高大上" 项目时，需充分考量政策可行性与落 ...

在广州吹响全力以赴拼经济的号角下，天河作为经济第一区，今年上半年迎来了多个新项目、新成果： 广东恒健创新投资公司注册成立，领信数科落户广电平云广场，中交冷链（广州天河）智慧产业园启 航…… 招商引资引入经济活水，"新质招商"重构产业格局。今年，天河区瞄准"12126"现代化产业体系主动出 击，列清单、抢赛道，重点引入科技含量高、带动能力强、发展潜力大的标杆项目，为地区发展积蓄后 劲，点燃产业聚变的新火花。 一批项目"多点开花"，离不开区域发展的持续赋能，更是地区"磁吸力"的最佳例证。 此前，何小鹏两次创业都选择天河，他说"这里创业成功的几率非常高"；佳都科技董事长刘伟表 示，"年轻人有机会在这里白手起家"；中国科学院院士、暨南大学粤港澳中枢神经再生研究院院长苏国 辉直言，"天河区有着令全球科学家心动的创新生态"…… 如今不少企业和项目仍被这个"流量大区"吸引纷至沓来。数据显示，今年1～6月天河新引进高质量产业 招商项目180个，包括百亿级"月亮型"项目2个，战略性新兴产业和未来产业重大项目50个。 当各地花样拼招商、城市竞争愈发激烈，天河凭什么能接二连三招揽来重磅项目和企业？该区如何打造 产业生态样板示范？ ...

Group 1 - Wuhan has opened a new duty-free store that integrates shopping and cultural exchange, marking a significant development in the city's commercial landscape [1] - The duty-free store, located on the 6th floor of Wushang Mall, began trial operations on May 30 and quickly became a focal point for both locals and foreign visitors [3] - The store has expanded its product offerings, including 1,000 new bottles of imported liquor and popular traditional cultural items, enhancing its appeal to consumers [3] Group 2 - The store is actively attracting international student travel groups from various countries, including the USA, Russia, Germany, France, Poland, Brazil, Turkey, and Japan, to promote cultural exchange [3] - A recruitment announcement for the "Youth International Group" was made, inviting university students with language skills or interests in commerce and cultural products to participate in summer activities, which received a strong response [4] - The duty-free store aims to create a platform for young people from different countries to communicate and learn from each other while promoting Chinese traditional culture and domestic brands to a global audience [4]

记者从市商务局获悉，在哈尔滨市政府及有关部门支持下，中国港中旅资产经营有限公司旗下哈尔滨市 内免税店在完成新政转型后于6月25日进行试营业，门店落址于中央大街商圈安隆街17号。作为市内免 税店新政后在黑龙江省的首家市内免税店，该门店的开业进一步强化了哈尔滨免税商业布局。 记者采访了解到，依据市内免税店相关政策规定，市内免税店采用"市内选购、口岸提货"模式。店内面 积为264平方米，引进全球"好物"，打造以美妆香氛、高端酒水为核心的多维度商品体系，另还有百 货、食品、国潮商品等品类。店内汇聚范思哲、雅漾、馥绿德雅、蓝旅等免税品牌及泸州老窖、郎酒、 舍得等国内外知名酒水品牌。 工作人员表示， 在试营业期间该店畅销商品6.18折起，部分商品满2000元直减700元现金。目前，仍有 一些货品在途，预计7月初至7月中旬抵达门店，届时店面商品将进一步丰富。 市内免税店，是指经国务院批准，按规定设立在市内，向即将出境的旅客销售免税商品的商店。去年8 月，财政部、商务部等五部门发出通知，在武汉、广州、成都、深圳、天津、西安、长沙和福州8个城 市，各设立1家市内免税店。此前，我国在北京、上海、青岛、大连、厦门、三亚已设有6家市 ...

| | 观点行业发展指数 | | --- | --- | | | 6月商业地产零售业态运营商表现 | | 序号 | ग्रहना | | 1 | 华润万象生活 | | 2 | 龙湖集团 | | | 恒隆地产 | | 4 | 九龙仓 | | 5 | 太古地产 | | | 凯德投资 | | 7 | 印力集团 | | 8 | 新世界中国 | | | 新鸿基地产 | | S 10 | 中粮大悦城 | | 11 | 新城商业 | | 12 | 领展 | | 13 | 百联股份 | | 14 | 招商商管 | | । ਟ | 首创矩大 | 观点指数 消费促进政策密集落地，免税经济全国化提速 一二线城市密集出台消费促进政策，与此同时，免税市场加速全国化落地，如武汉、广州、北京有 新店开出。在政策的驱动下，消费回流与入境旅游明显提升。大宗交易方面，受累于现金流压力，专业资本接盘存量商业成为了主流趋势。 港资内地项目表现不一，新项目以差异化抢占市场港资代表领展的内地业务表现亮眼，但项目表现两极分化，上海七宝领展广场、深圳领展中心城等实现高 增长，而北京中关村续租租金表现不如预期，老旧项目仍需进行持续的资本投入以维持竞争力。 体 ...

广州首家市内免税店落地位于珠江新城的广州友谊商店首层， 门店正在进行升级改造。 作者：张锐 封图：图虫创意 新一批8家市内免税店开始陆续在武汉、广州等地亮相。 6月10日，经济观察报记者获悉，广州首家市内免税店落地位于珠江新城的广州友谊商店首层，门 店正在进行升级改造。广州友谊商店宾客服务中心主管介绍，上述免税店初拟8月中旬开门迎客。 此前的5月29日，广州友谊集团有限公司（下称"广州友谊"）的控股公司广百股份（002187.SZ） 发 布 公 告 称 ， 该 公 司 与 中 国 中 免 （ 601888.SH ） 、 岭 南 控 股 （ 000524.SZ ） 、 白 云 机 场 （600004.SH）共同投资设立中免市内免税品（广州）有限公司，开拓广州市内免税店业务。 此外，由王府井（600859.SH）与武商集团（000501.SZ）合作的武汉首家市内免税店亦在5月30 日试营业。 王府井在试营业公告中表示，武汉店是王府井集团免税业态在全国首个落地的市内免税项目，其开 业不仅是王府井免税业务从离岛免税、机场免税向市内免税业态的重要延伸，更标志着王府井在全 免税业态布局中迈出关键性一步。 实探广州首店进展 ...

Core Insights - A new batch of eight city duty-free shops is being established in cities like Wuhan and Guangzhou, with the first shop in Guangzhou set to open in mid-August 2024 [2][4] - The establishment of these shops marks a significant expansion of the duty-free business for companies like Wangfujing and Guangzhou Friendship, transitioning from offshore and airport duty-free to city-based operations [3][7] Company Developments - Guangzhou Friendship Group, in collaboration with China Duty Free Group and others, is launching a city duty-free store in Guangzhou, enhancing its retail offerings [2][4] - Wangfujing's first city duty-free store in Wuhan is currently in trial operation, representing a key step in its overall duty-free strategy [3][6] Market Context - The Ministry of Finance and other departments have issued guidelines for city duty-free shops, allowing one store each in eight major cities, focusing on easily transportable consumer goods and promoting domestic products [4][7] - The city duty-free market in China is expected to grow, with the potential for increased sales as it currently represents only 2% of the overall duty-free market, compared to over 50% in South Korea [7][8] Consumer Trends - The demand for duty-free shopping is anticipated to rise with the recovery of inbound tourism, as evidenced by a 43.1% increase in foreign visitors during the recent holiday period [11] - The Guangzhou Friendship store has already seen interest from international travelers, particularly in electronics and cosmetics, benefiting from a "buy and refund" policy [5][6] Financial Performance - China Duty Free Group reported a decline in revenue and net profit in 2024, with a notable drop in Hainan's revenue, but airport duty-free sales have shown recovery, with significant growth in Beijing and Shanghai [8][9] - The overall duty-free market is expected to see sustained growth due to the new city duty-free policies, although challenges remain in the broader retail environment [10]

WW.D 关税风暴仍在持续,其将对国际贸 易秩序和全球消费造成的负面影响 也在被广泛讨论。与此同时，从上 海到深圳、从武汉到成都、从西安 到天津,一二线城市纷纷布局市内 免税店。此际的动态频频,不仅是 消费市场和海外品牌引入的双重助 力,也不失为中国市场和经济全球 化的坚定姿态。 一方面,2024 年底至今,跨境游热 度陡增,海外游客为市内免税店 商业洞察 Business Insigl 跨境游持续升温, 中国零售业押注 " 市内免税店 99 趋势分析 近日，商务部发布《关于支持国际消费中心城市培育建设的若干措施》的通知，其中提到，落实市内免税店政策，推动已批准设立的市内免税店尽快完成 建设并营业。 所谓市内免税店，即按规定设立在市内，向出境旅客销售免税商品的商店。其销售对象涵盖即将于 60 日（含）内搭乘航空运输工具或国际邮轮出境的旅 客，包括但不限于中国籍旅客。 4 月中旬，跨境支付、免税概念股及消费板块全线大涨，多股强势涨停。参与到免税业务的中国中免、武商集团、大商股份等领涨；格力地产、岭南控 股、王府井涨停。 早在去年年底以来，从政策文件到两会报告，免税店在国家顶层被反复提及。与以往不同的是，如今免税 ...