《北京市商业消费空间布局专项规划》下的国际消费体验区布局规划-行业数据

《北京市商业消费空间布局专项规划》下的国际消费体验区布局规划

市内免税待政策催化，优质物业有望协同发展。公司深耕零售多年，在核心商圈拥有优质物业，若未来国人离境市内免税店政策落地，公司市内免税店有望进一步打开成长空间。根据弗若斯特沙利文数据，2023-26 年市内免税店 CAGR 有望达到110.0%，公司在北京等城市的核心地段的成熟商圈有望赋能免税业务发展。

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