近日，有消息称日上免税行或将正式告别上海机场免税业务，这一变动若最终落地，标志着中国免税市场格局将迎来重大调整。作为长期在上海浦东和虹桥两大国际机场运营的核心免税运营商，日上免税行自1999年成立以来，凭借其强大的供应链、丰富的国际品牌资源以及高效的运营能力，一度占据国内机场免税市场的主导地位。然而，近年来随着中免集团（CDFG）等本土免税巨头加速扩张，并在政策支持下获得多个核心口岸的独家经营权，日上在上海机场的市场份额持续被压缩。2023年起，中免已全面接手上海机场免税店的实际运营，日上虽名义上仍保留部分股权或合作身份，但实质影响力大幅削弱。此次‘告别’若成定局，不仅意味着外资背景的日上在中国核心航空枢纽的退场，也反映出国家对免税行业战略资源的重新整合与掌控。未来，中国免税市场或将更集中于国有龙头企业，进一步推动行业规范化与国际化并行发展。
Recent reports suggest that Suning Duty Free (formerly known as Shilla Duty Free China, commonly referred to as ‘Rishang’) may officially exit its duty-free operations at Shanghai’s airports—a move that, if finalized, would mark a significant shift in China’s duty-free retail landscape. Since its establishment in 1999, Rishang has been the dominant duty-free operator at both Shanghai Pudong and Hongqiao International Airports, leveraging strong supply chains, extensive international brand partnerships, and efficient operations. However, in recent years, domestic giants like China Duty Free Group (CDFG) have rapidly expanded under favorable government policies, securing exclusive operating rights at key ports of entry. By 2023, CDFG had already taken over the actual management of Shanghai airport duty-free stores. Although Rishang may still retain nominal equity or a cooperative role, its real influence has significantly diminished. If this exit becomes official, it will not only signal the retreat of a foreign-backed player from China’s critical aviation hubs but also reflect the state’s strategic consolidation of duty-free resources. Going forward, China’s duty-free sector is likely to become increasingly dominated by state-owned enterprises, balancing standardization with global competitiveness.
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