- 北京零关税政策的结束对香港的奢侈品行业来说是一种解脱，该行业一直面临着商店关闭、需求受抑和封锁的问题。
- 根据奢侈品分析公司Bernstein的数据，中国大陆国内旅游在1月份全面复苏，休闲旅游比2019年1月增长了10%。
- 然而，前往包括香港在内的目的地的短途旅行只达到2019年水平的11%。农历新年假期期间，香港接待了约10.4万名中国大陆游客，而2019年同期约为69万名。
- 伯恩斯坦的分析师说，澳门没有要求游客准备健康评估文件或48小时的Covid-19测试，它的恢复速度更快，而香港 “仍然滞后”。
- 香港放弃了对往返大陆的PCR测试的需求，这将有助于该城市的追赶。
- 在大流行病和2019年的反政府抗议活动之前，香港的奢侈品零售商有70%的收入来自中国大陆游客。
- 在大流行期间，旅行限制提高了当地居民对奢侈品的需求，但自从香港的边界开放以来，当地人已经回到东京等全球中心城市购物。
- 咨询公司Oliver Wyman的合伙人Imke Wouters估计，要想达到2019年上半年的消费水平，还需要近一年时间。
- 香港仍将是首批受益于中国重新开放的零售中心之一。Oliver Wyman最近的一份报告指出，40%的高收入国际旅行者将香港列为2023年的首选访问地，使其成为最受欢迎的国际目的地。
- 高端商场海港城已经出现了复苏的初步迹象，1月28日顶级奢侈品商店的访问量比2022年10月的上一次访问量增加了100%以上。
- 连卡佛乔伊斯集团在2月的第一周看到来自中国大陆特权卡会员的消费按周增长了 “强劲的两位数”。
- 在高端零售商看到接近2019年上半年的数据之前，大陆的签证续签程序和跨境旅行等后勤问题需要得到理顺。
- 意大利奢侈品牌Brunello Cucinelli于2022年底在中环新世界大厦租赁了三层楼，为中国大陆顾客的逐步回归做准备。
- 高端商业在推动房地产需求方面也发挥了更大的作用，日本药店巨头松本清和运动休闲品牌都在抢购实体零售空间。
- 奢侈品牌可能会集中在主要的零售区和商场，而不是冒着风险扩大它们的足迹。像海港城和K11 Musea这样成熟的购物中心将受益。
- 从长远来看，还有中国海南岛的问题，它在大流行期间巩固了自己作为中国主要国内购物中心的地位。
- The end of Beijing’s zero-Covid policy came as a relief to the luxury sector in Hong Kong, which had been facing store closures, dampened demand, and lockdowns.
- Domestic travel within mainland China fully recovered in January, with leisure travel up 10% from January 2019, according to luxury analytics firm Bernstein.
- However, short-haul trips to destinations including Hong Kong only reached 11% of 2019 levels. Hong Kong received around 104,000 mainland Chinese visitors during the Lunar New Year holiday period compared with about 690,000 during the same period in 2019.
- Macau, which didn’t require visitors to prepare a health assessment document or a 48-hour Covid-19 test, is seeing a speedier recovery, with Hong Kong “still lagging behind”, says Bernstein analysts.
- Hong Kong dropped the need for PCR tests for travel to and from the mainland, which will help the city catch up.
- Before the pandemic and 2019’s anti-government protests, Hong Kong’s luxury retailers received 70% of their revenue from mainland Chinese tourists.
- During the pandemic, travel restrictions upped demand for luxury from local residents, but since Hong Kong’s borders have opened, locals have returned to global hubs such as Tokyo to shop.
- Imke Wouters, a partner at consulting firm Oliver Wyman, estimates it will take almost a year for spending to reach that seen in H1 2019.
- Hong Kong will still be one of the first retail hubs to benefit from China’s reopening. A recent Oliver Wyman report states that 40% of high-income international travelers listed Hong Kong as their top choice to visit in 2023, making it the most popular international destination.
- The first signs of recovery are already materializing in high-end mall Harbour City, where visits to top luxury stores on January 28 were up more than 100% from their previous visit in October 2022.
- The Lane Crawford Joyce Group saw spending from mainland Chinese privilege card members increase by “strong double digits” week-on-week in the first week of February.
- Logistical issues such as the mainland’s visa renewal process and cross-border travel will need to be smoothed out before high-end retailers see anything close to H1 2019 figures.
- Italian luxury brand Brunello Cucinelli leased three floors at New World Tower in Central in late 2022, in preparation for a gradual return of mainland Chinese customers.
- High-street businesses are also playing a greater role in driving real estate demand, with Japanese drugstore giant Matsumoto Kiyoshi and athleisure brands snapping up physical retail space.
- Luxury brands are likely to concentrate on key retail districts and malls, rather than take risks by expanding their footprints. Established shopping meccas like Harbour City and K11 Musea are set to benefit.
- In the long-term, there’s the question of China’s Hainan island, which cemented itself as the country’s key domestic shopping hub during the pandemic.
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香港作為旅游購物目的地在內地（尤其是一二綫城市）的吸引力已經大不如前。
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左派觉得他们卖国，右派觉得他们差不多也和内地一样烂了，里外不是人。
你还是意识形态挂帅！其实很简单，可能去香港没有便宜更多