Group 1 - The overseas traveler tax refund policy was officially implemented in Hubei province starting July 1, injecting new vitality into the Wuhan consumer market [1] - On the first day of implementation, stores like Wushang Dream Times and Wuhan SKP successfully completed multiple tax refund transactions [1] - The policy allows overseas travelers to receive a refund of value-added tax (VAT) on eligible purchases made in designated stores before departing from China [4] Group 2 - The tax refund process requires travelers to present their purchased items, identification, VAT invoices, and tax refund application forms at customs before departing [1] - The policy targets foreign travelers and residents from Hong Kong, Macau, and Taiwan who have stayed in mainland China for no more than 183 days [4] - A total of 57 designated tax refund stores have been announced in Hubei province, with 33 located in Wuhan, including major shopping centers [4]

今天分享的是：EY安永：2025年免税新纪元：破界重构炽浪突围研究报告 报告共计：32页 《免税新纪元：破界重构×炽浪突围》由EY安永发布，从消费者和经营者双重视角剖析免税品行业发展现状、竞争格局，并展 望未来趋势。 1. 免税市场发展态势：全球免税市场随旅游业复苏而蓬勃发展，亚太地区地位重要但受疫情冲击尚未恢复至疫情前水平，欧洲 和美洲地区已基本复苏。中国免税市场受疫情和出入境政策影响，发展轨迹复杂，目前面临境内消费动能减弱与境外消费分流 的挑战，但在政策助力下有望迎来新一轮繁荣。 2. 消费者视角洞察 - 全球市场变化：疫情初期全球免税市场严重萎缩，后期逐步复苏但仍未达疫情前水平。未来，随着旅游市场恢复，免税经济将 迎来新机遇。香水和化妆品在免税市场占比高，需求稳定。 - 中国市场情况：受宏观经济影响，中国消费者奢侈品需求下降，消费更理性。出境游复苏后，境外消费分流加剧，导致中国免 税市场出现结构性调整。 - 海南免税特点：海南离岛免税政策推动市场发展，春节是消费高峰期，但客单价呈波动性微降，反映出市场竞争和商品服务存 在提升空间。 3. 经营者破局策略 - 全球格局变动：亚太地区在全球免税市场地位领先， ...