近日，有消息称日上免税行或将退出上海浦东和虹桥两大机场的免税业务。作为中国免税市场的重要参与者，日上免税行长期以来在上海两大机场占据核心位置，其商品种类丰富、价格优势明显，深受出入境旅客欢迎。若此次退出属实，将对上海机场免税格局产生重大影响。日上免税行由中免集团（中国旅游集团中免股份有限公司）控股，曾是上海机场免税业务的主要运营商。然而，随着中免集团逐步整合资源、优化全国布局，以及上海机场免税经营权的重新招标，日上品牌可能被中免自有品牌全面取代。这不仅是企业战略调整的体现，也反映出中国免税行业集中度提升、头部企业主导力增强的趋势。对消费者而言，短期内购物体验或变化不大，但长期来看，品牌统一可能带来更标准化的服务与供应链管理。对上海机场而言，则需适应新的运营主体，并确保免税销售额稳定增长。无论如何，这一变动标志着中国免税市场进入新一轮整合与升级阶段。
Recently, reports have emerged suggesting that Sunrise Duty Free may exit duty-free operations at both Shanghai Pudong and Hongqiao International Airports. As a major player in China’s duty-free market, Sunrise has long held a dominant position at these two key airports, offering a wide selection of products at competitive prices that have made it a favorite among international travelers. If confirmed, its departure would significantly reshape the duty-free landscape at Shanghai’s airports.Sunrise Duty Free is majority-owned by China Duty Free Group (CDFG), a subsidiary of China Tourism Group. It has historically served as the primary operator of duty-free retail at Shanghai’s airports. However, as CDFG streamlines its national strategy and consolidates its brand portfolio—coupled with the recent re-tendering of Shanghai airport duty-free concessions—the Sunrise brand may be fully replaced by CDFG’s own branding. This shift reflects not only corporate restructuring but also a broader trend in China’s duty-free sector toward greater market concentration and stronger dominance by leading players.For consumers, the immediate shopping experience may remain largely unchanged, though long-term standardization in service and supply chain management could follow. For Shanghai’s airports, adapting to a new operating entity while maintaining robust duty-free sales will be key. Regardless, this development signals a new phase of consolidation and upgrading in China’s rapidly evolving duty-free market.
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