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2017-2018年首尔各市内免税店销售额及市占率
2017-2018年首尔各市内免税店销售额及市占率
行业数据
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所属报告:
中国中免-公司研究报告-上海机场参股日上助力合作共赢期待市内免税新机遇-230116(14页).pdf
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fCDlk4HniYwgfCDnur/kuIrplIDph4/luILljaDnjocgfAp8Oi0tLTp8Oi0tLTp8Cnwg6Zu36bif5Yib5pawIHwgNTAlIHwKfCBYUkVBTCB8IDIxLjglIHwKfCDmmJ/nuqrprYXml48gfCA4LjElIHwKfCBWSVRVUkUgfCA2LjclIHwKfCDlhbbku5YgfCA1LjUlIHwKfCBSb2tpZCB8IDQuMCUgfAp8IOmbt+elniB8IDIuMSUgfAp8IElOTU8gfCAxLjklIHwKCioq6LWE5paZ5p2l5rqQ77yaKiog5rSb5Zu+56eR5oqA77yM5Y2O5rOw56CU56m2
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fCDlk4HniYwgfCDluILlnLrku73pop0gfAp8Oi0tLTp8Oi0tLTp8Cnwg6JSh5Y+4IHwgMTglIHwKfCDkvp3op4bot68gfCAxNSUgfAp8IOaYjuaciOmVnOeJhyB8IDklIHwKfCDlhbbku5YgfCA1OCUgfAoKKirotYTmlpnmnaXmupDvvJrlvJfoi6Xmlq/nibnmspnliKnmlofvvIzljY7ms7DnoJTnqbYqKg==
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2026-07-21
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东南亚电商GMV:三大电商平台市占率超90%(单位:十亿美元)
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2026-07-21
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图50.2024年我国头部建筑涂料品牌建筑涂料销售收入及市占
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2026-07-21
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图49.2020–2024年我国建筑涂料CR10销售收入及市占
fCDlubTku70gfCDlu7rnrZHmtoLmlplDUjEw6ZSA5ZSu5pS25YWl77yI5Lq/5YWD77yJIHwg5bu6562R5raC5paZQ1IxMOW4guWNoOeOh++8iCXvvIkgfAp8IDotLS06IHwgOi0tLTogfCA6LS0tOiB8CnwgMjAyMCB8IOe6pjM0MCB8IOe6pjI1LjAgfAp8IDIwMjEgfCDnuqY0NDAgfCDnuqYzNC41IHwKfCAyMDIyIHwg57qmNDMwIHwg57qmMzYuMCB8CnwgMjAyMyB8IOe6pjQ0MCB8IOe6pjM4LjIgfAp8IDIwMjQgfCDnuqYzODYgfCDnuqYzNi41IHwKCioq6LWE5paZ5p2l5rqQKirvvJrmtoLnlYzvvIzlm73mipXor4HliLjor4HliLjnoJTnqbbmiYA=
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2026-07-21
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图31.2024年艺术涂料Top10销售额及市占率(亿元,%)
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2026-07-21
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图38.2024年中国涂料头部品牌榜仿石漆Top10销售额及市
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2026-07-21
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图37.2020-2025年公司仿石漆市占率(%)
fCDlubTku70gfCDkuInmo7XmoJHku7/nn7PmvIbluILljaDnjofvvIgl77yJIHwKfCA6LS0tIHwgOi0tLS0tLS0tLS0tLS0tLS0tLS0gfAp8IDIwMjAgfCAzLjAgICAgICAgICAgICAgICAgICB8CnwgMjAyMSB8IDQuMCAgICAgICAgICAgICAgICAgIHwKfCAyMDIyIHwgNS4wICAgICAgICAgICAgICAgICAgfAp8IDIwMjMgfCA2LjAgICAgICAgICAgICAgICAgICB8CnwgMjAyNCB8IDcuNiAgICAgICAgICAgICAgICAgIHwKfCAyMDI1IHwgOC41ICAgICAgICAgICAgICAgICAgfAoKKirotYTmlpnmnaXmupDvvJrmtoLnlYzvvIzlm73mipXor4HliLjor4HliLjnoJTnqbbmiYAqKg==
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2026-07-21
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桂林电容在特高压直流项目市占率统计
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2020–2024年国内头部装饰漆零售/工程建筑涂料品牌市占率(%)
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图22.2021-2024年三棵树和立邦零售市占率(%)
fCDlubTku70gfCDkuInmo7XmoJEgKCUpIHwg56uL6YKmICglKSB8CnwgOi0tLTogfCA6LS0tOiB8IDotLS06IHwKfCAyMDIwIHwgMS43MCB8IDEyLjI2IHwKfCAyMDIxIHwgNC42NCB8IDIyLjYwIHwKfCAyMDIyIHwgNS4yNSB8IDI0LjMzIHwKfCAyMDIzIHwgNS4yMSB8IDI2LjYyIHwKfCAyMDI0IHwgNS4zMSB8IDI1LjQ5IHwKCioq6LWE5paZ5p2l5rqQ77ya5raC55WM77yM5Zu95oqV6K+B5Yi46K+B5Yi456CU56m25omAKio=
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乘用车分车企上险销量市占率(%)
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2026-07-20
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宁波银行在宁波市内贷款市占率稳步提升
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2026-07-20
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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2026-07-30
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全球药用级益生菌市场规模(百万美元)
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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公司市内店空间展望:完整经营第 3 年收入规模有望达到 252-346 亿元。假设公司国人离境市内免税多个城市布局(既有门店所在地及战略意向城市),全国份额乐观预计有望达到 7-8 成,综合前文国内市内免税店整体空间,我们预计若政策落地,额度等支持,且公司全国市内免税门店可以较顺利落地,则公司第三年国人离境市内免税销售额有望上看 252-346 亿元。需要说明的是,若玩家竞争有差异,初期若免税额度较低品类限制,则上述估算可能偏高,目前仅供初步参考。但同时,只要未来政策额度能逐步放开,品类和门店进一步扩容等支持,则更长的时间维度上述销售规模仍有期待。从盈利能力的角度,一方面,参考公司已有自持物业门店,在疫情相对企稳阶段海棠湾店一般到店净利率可以达到 13-15%,如考虑批发贡献,甚至不排除 20%+(2021H2 因疫情+价格竞争加剧阶段除外);另一方面,公司未来综合议价能力仍有望持续提升,但谨慎考虑未来公司市内免税店不排除有相关合作伙伴等共赢发展,谨慎假设 51%-60%权益占比。鉴于此,我们假设公司市内免税业务归母净利率水平有望 11-13%,则公司市内免税业务第三年归母业绩贡献有望 28-46 亿元,较为可观。
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中国中免-公司研究报告-上海机场参股日上助力合作共赢期待市内免税新机遇-230116(14页).pdf
中免市内免税店部分城市市内免税店规划或拟建项目情况
国人离境市内店空间估算
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