在巴黎购买奢侈品的国人转舵涌入海南

 划重点：seline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px;”> seline; background: transparent; box-sizing: border-box; list-style: inherit;”> <p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background: transparent; box-sizing: border-box; word-wrap: break-word;”>过去一个月，海南以购物天堂的身份刷新着人们的认知，人次均消费近8000元，还将免税店概念股送上A股涨停板。

seline; background: transparent; box-sizing: border-box; list-style: inherit;”> <p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background: transparent; box-sizing: border-box; word-wrap: break-word;”>相关政策明确从2020年7月1日起执行新的离岛免税政策，主要调整包括：一是免税购物额度从每年每人3万元提高至10万元；二是离岛免税商品品种由38种增至45种；三是取消单件商品8000元免税限额规定。

seline; background: transparent; box-sizing: border-box; list-style: inherit;”> <p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background: transparent; box-sizing: border-box; word-wrap: break-word;”>在新冠疫情影响下，冰封的出境旅游业，让这一庞大需求从巴黎、伦敦、首尔、东京，回归到上海、北京、成都、海南。奢侈品牌也不断调整价格体系，让境内外价差日趋缩小。

seline; background: transparent; box-sizing: border-box; list-style: inherit;”> <p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background: transparent; box-sizing: border-box; word-wrap: break-word;”>近期市内免税店正在放松政策限制。百联股份、鄂武商A、步步高等百货公司都在申请免税牌照。但牌照至今依旧是稀缺资源。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>7月下旬，燕子在三亚出差之余，逛了一趟海棠湾免税店，她并无特别要买的东西，因为酒店有班车到免税店，顺道过去看看。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>虽然已经是傍晚，她发现店内游客着实不少，靠墙处还有些小朋友累到坐在地上休息。燕子直奔自己常用的护肤品柜台——雅诗兰黛和SKII，化妆品区更是人潮涌动。海蓝之谜5件85折，资生堂3件85折，优惠折扣吸引着太多游客，她排了一会儿队，还是放弃了。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>

<p label="图片备注" class="text-img-note" style="margin: 8px 0px 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(153, 153, 153); font-size: 16px; line-height: 20px; text-align: center; font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>海棠湾免税店的卡地亚门口排着长队

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>去年12月她也来过这里，人要少很多，多数专柜不用排队。当时她还在楼上Tory Burch的店里买了一件折扣棉服，柜姐陪着她试了好几件，挑挑选选花了个把小时。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>而今，她扫了一眼店里来来往往的人群，估计柜姐很难再有这样长的时间服务她一个人。过去一个月，seline; background: transparent; box-sizing: border-box;”>海南以购物天堂的身份刷新着燕子等人的认知，还将免税店概念股送上A股涨停板。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p label="大标题" class="text-big-title" style="margin: 0px; padding: 0px; border: 0px; outline: 0px; font-weight: 700; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; font-size: 20px; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>人均花了近8000元

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>海关总署披露的数据显示，7月1日至27日，海南实现离岛免税销售金额22.19亿元、购物旅客28.10万人次，较去年同期分别增长234.19%和42.71%。这意味着，7月这里的旅客每人次购买了7896元。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>整个7月的免税店热潮，引发资本市场的持续躁动。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>一家上半年预计亏损一亿左右的客运企业，收获了多次涨停，一个月里股价从13.8元飙升至44元，静态市盈率达到301%。这家上市公司是海南海汽运输集团股份有限公司，母公司是海南省旅游投资发展有限公司，外界相信其母公司将会获得离岛免税牌照。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>即便海汽声明，母公司即使获得免税品经营资质，也没有将其注入公司的计划；澄清声明后第二天，7月31日，该公司又收获一个涨停。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>免税店生意大爆发源自政策调整。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>2020年6月29日，财政部、海关总署、税务总局发布《关于海南离岛旅客免税购物政策的公告》，明确从2020年7月1日起执行新的离岛免税政策，主要调整包括：seline; background: transparent; box-sizing: border-box;”>一是免税购物额度从每年每人3万元提高至10万元；二是离岛免税商品品种由38种增至45种；三是取消单件商品8000元免税限额规定。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>大量因无法出国而抑制的消费，特别是美妆、奢侈品需求在海南集中兑现，离岛免税消费爆发式增长。有奢侈品从业者私下透露，以Prada直营店为例，国内众多门店中，业绩最好的是北京SKP、成都IFS，另一个则是三亚免税店。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>

<p label="图片备注" class="text-img-note" style="margin: 8px 0px 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(153, 153, 153); font-size: 16px; line-height: 20px; text-align: center; font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>相比几年前的冷冷清清，如今三亚免税店熙熙攘攘

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>奢侈品专家、要客研究院院长周婷博士一直关注海南动向，她2010年回国后专注于奢侈品研究，曾编写国内第一套奢侈品管理教材。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>周婷对作者预测，海南将成为全球最大的免税港，未来也将成为全球休闲旅游消费的中心，前途不可限量。而从上游奢侈品牌角度看，目前免税渠道占比还很小，还是个位数；但是发展趋势明显，未来有望达到15%—20%。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p label="大标题" class="text-big-title" style="margin: 0px; padding: 0px; border: 0px; outline: 0px; font-weight: 700; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; font-size: 20px; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>珍贵的牌照

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>免税店行业安静了太多年。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>国内免税店行业始于70年末，现有的免税店经营者大多在八九十年代就已经获得牌照。1983年和1984年，中国出国人员服务总公司seline; background: transparent; box-sizing: border-box; color: rgb(153, 153, 153);”>（中出服）和中国免税品公司seline; background: transparent; box-sizing: border-box; color: rgb(153, 153, 153);”>（中免）分别成立，至今它们仍是这一行业的主力。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>北京和上海旅客最熟悉的日上免税行，算是小字辈，1999年成立，现在它隶属中免；海南免税则是在2011年获得牌照。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>整个行业格局一目了然，拥有免税牌照的有六家公司，中免集团seline; background: transparent; box-sizing: border-box; color: rgb(153, 153, 153);”>（含日上、海南免税）、中出服、深圳免税、珠海免税、中侨免税，以及6月喜提最新牌照的王府井百货。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>从经营范围看，中免集团是全牌照企业，可以在机场、飞机上、边境、客运站、火车站、市内等处开设免税店；中免旗下日上则在京沪两地机场经营；中免旗下海免在海南经营机场和离岛免税店；深免和珠免分别在深圳及西安、珠海及天津经营口岸免税店；中出服、中侨、王府井三家拥有市内免税店牌照，中出服还拥有一张机场免税牌照。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>同行中，中免规模最大，也是这次海南繁荣的免税生意中最大的受益者，它运营着三亚海棠湾免税店、海口美兰机场免税店、海口市内免税店、博鳌市内免税店，并在申请在三亚机场和三亚市内设立新店。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>中出服是最大的市内免税运营商，正计划加快扩张，希望到2023年免税店扩充至56家。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>就是这样一个多年未有大变化的行业，在最近申请牌照成了“潮流”。这份长长的申请名单上，包括百联股份、大商股份、岭南控股、欧亚集团、鄂武商A、南宁百货、友阿股份、东百集团、步步高等知名企业。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p label="大标题" class="text-big-title" style="margin: 0px; padding: 0px; border: 0px; outline: 0px; font-weight: 700; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; font-size: 20px; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>消费需求加速回流

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>一份数据或许能说明上述公司热情高涨的缘由。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>波士顿咨询的数据显示，在受疫情影响的3月—5月，全球奢侈品销售额同比骤降了约75%。但随着亚洲、欧洲、美洲先后重启经济，奢侈品的销售在回升。seline; background: transparent; box-sizing: border-box;”>从分布来看，大多数奢侈品来自欧洲，但客户集中在亚洲。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>贝恩咨询的数据显示，2019年中国消费者的奢侈品消费全球占比35%，但大部分购买seline; background: transparent; box-sizing: border-box; color: rgb(153, 153, 153);”>（约70%）发生在海外市场、旅途中。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>携程与银联国际发布的《2019 年中国人出境旅游消费报告》显示，2019 年上半年中国境外旅行支出 1275 亿美元，超五成旅行支出发生在亚洲地区；购物是境内居民出境游的最主要消费形式，最爱的包括美妆、奢侈品、手表、背包等。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>冰封的出境旅游业，让这一庞大需求从巴黎、伦敦、首尔、东京，回归到上海、北京、成都、海南。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>张琳供职于第一太平戴维斯中国市场研究部，他在撰写《2020年中国奢侈品零售》报告中指出，在新冠疫情影响下，出国旅游及代购受限，消费回归国内的趋势有望加速。奢侈品牌也不断调整价格体系，让境内外价差日趋缩小。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>张琳告诉《棱镜》，从2012年、2013年左右，他们每年都会关注奢侈品价差，着重关注20多件商品在香港和上海的价格对比。相比品牌在香港售价，奢侈品牌的上海整体价差由2013年的30%缩至2019年的15%。而考虑到高度发展的线上海淘市场及线下时有的店庆活动，seline; background: transparent; box-sizing: border-box;”>即使是高价差品类如化妆品，实际商品价差仍有望进一步压低。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>张琳判断，市内免税店及小型奥特莱斯将呈现更为积极的扩张。不过考虑到对核心商圈奢侈品销售等的影响，预计市内免税店在扩张速度及产品覆盖方面会灵活考虑。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p label="大标题" class="text-big-title" style="margin: 0px; padding: 0px; border: 0px; outline: 0px; font-weight: 700; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; font-size: 20px; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>市内免税店蓝海

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>

<p label="图片备注" class="text-img-note" style="margin: 8px 0px 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(153, 153, 153); font-size: 16px; line-height: 20px; text-align: center; font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>北京富盛大厦的一处市内免税店

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>机场免税店生意兴隆，但成本异常高昂。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>2019年大兴国际机场国际区免税业务招标显示，烟酒、食品标段，面积为1666平方米，基准年保底经营费为2.3亿元，销售额提取比例为49%；香化、精品标段，面积为3467.4平方米，基准年保底经营费为4.16亿元，销售额提取比例为46%。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>市内免税成本相对低廉，并存在着两种牌照，分别服务入境的外籍人士和出境后又回国的中国居民，巨头中免集团持有第一种“出境市内免税店牌照”，中出服和中侨持有后一种“进境市内免税店牌照”。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>近期市内免税店正在放松政策限制。在北京惠新东街附近的富盛大厦，中出服旗下中服北京市免税店的招牌不算醒目，这里的经营范围涵盖有化妆品、食品、首饰等，但品牌和商品不多。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>原本根据规定，中国公民出境回国180天之内，均可凭护照在这里购买免税商品。因为疫情，政策调整为2019年8月1日之后入境的消费者，都可以购买。7月到8月初的店庆促销，消费满1500元85折、4000元以上75折，但每次出入境的上限额度是5000元。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>

<p label="图片备注" class="text-img-note" style="margin: 8px 0px 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(153, 153, 153); font-size: 16px; line-height: 20px; text-align: center; font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>中服免税店内食品货架售空

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>中出服近期促销活动“圈粉”不少，这也让传统的百货同行们看到了转型方向——开家市内免税店。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>百货行业已不在风口上好多年，免税店概念几乎重新点亮了这个行业。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>以王府井为例，从65年前的北京市百货大楼，到如今集齐百货、购物中心、奥特莱斯、超市、网上商城等多种业态，但可惜百货本业在下滑。2019 年，王府井实现营业收入267.89 亿元，同比增长0.29%；归母净利润9.61亿元，同比减少19.98%。其中受关店及部分门店装修影响，百货部分收入同降3.52%，奥莱部分则增长24.75%。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>海外免税消费回流，意味着真金白银的扩容机会，市场对免税概念敏感异常。6月9日晚，王府井百货喜提免税牌照，股价从不到30元一路飙升至79元，之后稍回落。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>7月22日晚间，南宁百货公告称正申请免税品经营资质，23日—24日连续涨停。这家百货企业业绩低迷，在2020年第一季度的净利润是-3909万元，去年四季度也在亏损。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>百联股份、鄂武商A、步步高等百货公司都在申请免税牌照。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>国海证券研究所分析师赵越认为，长期以来，国内免税经营主体格局持续稳定，2020年6 月，王府井免税品经营资质获批，它主营百货零售，与历史上有资质的企业主营业务完全不同，seline; background: transparent; box-sizing: border-box;”>这说明对免税资质审批条件和方向可能转向出境市内免税店，打开免税竞争蓝海。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>免税店相关企业注册量也在剧增。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>企查查数据显示，截止7月22日，与免税相关的企业共有8623家，其中上半年新增企业达到3871家，同比大涨1377.5%。从地域分布来看，海南省拥有最多的免税企业，共4264家，占比49.4%，其次是广东省、福建省、江苏省等东南沿海省份。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p label="大标题" class="text-big-title" style="margin: 0px; padding: 0px; border: 0px; outline: 0px; font-weight: 700; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; font-size: 20px; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>韩国同行启示

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>韩国免税产业的发展轨迹曾令中国同行向往。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>整个韩国免税产业在2008年超越英国，成为全球第一大免税市场，特色之一就是市内免税店为主导，57家免税店中市内免税店有22家。营收结构中，中国游客贡献良多，除游客外，韩国的市内免税店也服务准备出国的本国人。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>多年中韩国形成了两大免税店巨头——乐天与新罗。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>

<p label="图片备注" class="text-img-note" style="margin: 8px 0px 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(153, 153, 153); font-size: 16px; line-height: 20px; text-align: center; font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; letter-spacing: 0.7px; text-indent: 0px;”>新世界百货总店

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>新世界是韩国百货行业巨头，但在进军免税行业最迟，2012年才通过资本运作进入，但凭借上游供应商、奢侈品品牌的优势资源，以及下游对游客喜好的把握，份额迅速提升，到2018年时已经跻身全球免税零售商前十。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>精细化运营是新世界百货擅长的，他们为中国游客提供化妆品、奢侈品；向日本游客售卖鞋子、杂货；给东南亚游客准备阿迪达斯、新百伦等街头时尚品。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>以2019年“五一”假期为例，韩联社报道，4月27日至5月2日，新世界百货店面向中国顾客的销售额同比增加31.8%。其中女装是中国游客最爱，销售额同比增长率达86%，名牌商品也增长43.3%，男性奢侈品牌销售额增长率也达到61.5%。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>seline; background: transparent; box-sizing: border-box;”>曾经风光无两的韩国免税产业因为疫情备受煎熬。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>2020年一季度，新世界百货免税店总销售额同比下降31%，其中机场部门下降40％，利润为负。7月31日，韩国第二大免税店集团新罗刚刚公布第二季度财报，其旅游零售部门的综合收入同比下降64％至3.68亿美元，营业利润-3,970万美元。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>新罗免税店的市内和机场店收入分别下降了48％和90％。市内免税店中，大部分业务来自大型公司代购商，向这些代购商转售商品的利润远不及普通顾客。中国消费者依旧是韩国免税店救命稻草，购物平台的直播中多了些操着生硬中文的韩国柜姐。

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”> 

<p style="margin: 0px; padding: 0px; border: 0px; outline: 0px; vertical-align: baseline; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; box-sizing: border-box; word-wrap: break-word; color: rgb(39, 40, 45); font-family: “PingFang SC”, “Hiragino Sans GB”, “Microsoft YaHei”, Arial, sans-serif; font-size: 16px; letter-spacing: 0.7px; text-indent: 0px;”>周婷认为，韩国免税店主要依靠是中国消费者、旅游消费，中国不可能完全复制韩国模式，因为中国本土的市场机会就比韩国大得多。