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2021年海南免税按海口+三亚等份额估算
2021年海南免税按海口+三亚等份额估算
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所属报告:
社会服务行业海南免税产业链专题报告:海阔凭鱼跃奋起正当时(36页).pdf
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海南免税市场特点一:市内免税占据绝对主导,机场免税为辅。虽然机场具有天然的流量优势,但由于市内免税丰富的产品供给和良好的购物体验,海南免税主要以市内免税为主。以 2021 年数据为例,海南离岛免税市场以市内免税为主导,如果包括线上会员购等占比约 90%,而机场免税仅占 10%左右。这主要是因为:1、机场面积受限,商业购物动线欠佳,停留时间有限。2021 年海南机场免税经营面积较小,仅美兰机场 T1 免税店的 8600 平米及三亚凤凰机场免税店仅 800-1000平米,且国内航线机场停留时间较短,一般仅 30-60 分钟。而国内机场早期设计未充分考虑商业购物需求,制约了其发展,当然未来随着机场扩容和部分动线优化,其同比仍有提升空间,但绝对额占比预计仍较有限。2、市内免税经营面积较大,经营面积近 30 万平米,品牌和购物体验极大丰富,延长了购物时间,其销售额也遥遥领先。同时,市内免税积累的客流流量及供应链基础,进一步延伸了线上会员购等业务,从而进一步提升市内免税业务的贡献。
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当前图表所属:
社会服务行业海南免税产业链专题报告:海阔凭鱼跃奋起正当时(36页).pdf
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新海港未来规模初步测算
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