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published in(发表于) 2016/8/27 18:52:57
Chinese tourists “explosive“ fever, Japan Business unexpectedly,

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中文

Chinese tourists "explosive" fever, Japan businesses unexpectedly-tourists, Japan-IT information

Wave after wave of Chinese tourists to Japan since last year's "explosive" enthusiasm gradually subsided, making Japan businesses unprepared.

Su Ning recently owned by Japan's largest chain of duty-free Laox releases 2016.5 annual report, net sales of 35 billion yen (about 2.3 billion yuan), 22.4% drop over the same period last year, a loss of 464 million yen (£ 30.75 million yuan), and compared with a profit of 4.6 billion yen (about 300 million yuan), is plummeting.

"Last year was like during the holidays, but this year it has been restored to normal. "Luo Yiwen, President of Laox said at a performance. Laox expected 2016 fiscal year operating profit will be reduced by 85%, about 1.2 billion yen (about 79.57 million yuan), than originally forecast decline of nearly 6 billion yen (about 390 million yuan).

Last year, the strong purchasing power of Chinese tourists has completely changed this more than 80-year history of Japan domestic companies. Laox was highest in fiscal 2015 profit and quickly opened a prelude to expansion. Luo Yiwen said last year that over the next 3 years, Laox prepared to invest about 40 billion yen (about 2.6 billion yuan), total store size to 50.

But in just over a year, was also regrets the Chinese crazy spree "have no time to shop" Laox had a "blast" a screeching halt.

On one hand, factors such as the appreciation of the Japanese yen and China's tax system changes, Japan goods "cheap" is fading. The other hand, the Chinese visit to Japan the sharp increase in the number of tourists visiting for the first time in Central Africa, the repeated visits to the traveler's focus from "shopping" to "experience", which is one reason explosive buying momentum weakened.

Japan Consulate-General in Shanghai, statistics, visit Japan in January-April number of tourist visas issued rose 15%, to visit Japan for the first time tourists tours number of visa issuance fell, 5%, made numerous trips to Japan visa issuance number has increased sharply compared with the 40%.

Japan latest statistics issued by the national tourism administration showed that in July alone 731,400 people travel to Japan, China, creating the highest ever recorded. Among them, the main force young women to travel to Japan, China, and therefore became the largest proportion of tourist shopping sales of cosmetics category.

But high-end watches and other luxury goods selling, led the decline in overall consumer spending. In Laox, for example, said Luo Yiwen, watches sold around 400,000 yen. 2016 4 June, customers spent an average of about 23,000 yen (about 1500 Yuan), lower in 2015 than it was 10,000 yen (about 660 Yuan). He said even sells cosmetics is also difficult to fill such a huge difference in spending.

Laox is Japan's fourth home appliance stores, bought by China's suning appliance group 2009 (at a loss), followed by a gradual transition in the duty-free shop selling cosmetics and designer goods. The same person, baiyexiaohe, due to consumption of Chinese tourists now rapid changes in wind direction, coupled with early's rapid expansion, Laox's performance is in trouble. According to Nikkei BBC, in late July, Laox is located in Sapporo and small shops in Kagoshima was only opened half a year after closing.

Suffer Japan store Laox more than a home.

According to Nikkei BBC, electronics store in downtown Tokyo, Japan visitors to the high pot and duty-free goods such as digital cameras, enthusiasm is quickly waning. Home appliance discount stores Bic Camera store sales in July 2016 also reduces 1.6%, and cut its fiscal year 2016 (as of August 2016) sales forecast.

Japan department stores Association statistics show June duty-free sales of about 13 billion yen (about 860 million yuan), down 20%, 3 consecutive months of decline. Although the number of customers grew by 14%, but like Laox, Department stores again, per customer consumption problems.


中国游客“爆买”退烧,日本商家万万没想到 - 游客,日本 - IT资讯

一波波中国赴日游客自去年开始的“爆买”热情正在逐渐退却,这让不少日本商家始料未及。

不久前苏宁旗下的日本最大连锁免税店Laox发布2016年半年报,净销售350亿日元(约合23亿元人民币),比去年同期下滑22.4%,亏损4.64亿日元(约合3075万元人民币),而去年同期为盈利46亿日元(约合3亿元人民币),可谓一落千丈。

“去年简直像在过节,但今年已恢复了常态。”Laox社长罗怡文在业绩会上表示。Laox预计,2016财年的营业利润将减少85%,约为12亿日元(约合7957万元人民币),较原本预测下降了近60亿日元(约合3.9亿元人民币)。

去年,中国游客的旺盛购买力彻底改变了这家拥有80多年历史的日本本土公司。Laox在2015财年实现了最高盈利,并迅速掀开了扩张的序幕。罗怡文去年曾表示,未来3年,Laox准备投资约400亿日元(约合26亿元人民币),将总体门店规模发展到50家。

但仅仅过了一年,当时还感慨因中国人疯狂扫货“都来不及开店了”的Laox就遭遇了“爆买”的急刹车。

一方面,由于日元不断升值以及中国税制变化等因素,日本商品的“物美价廉感”正在消退。另一方面,中国访日游客中非首次前往的人数大幅增加,这些多次前往的游客的关注点开始从“购物”转为“体验”,这也是爆买势头减弱的原因之一。

据日本驻上海总领事馆统计,1-4月访日观光签证发放件数同比增长15%,以首次访日游客为主的旅行团签证发放件数同比减少5%,多次前往日本的个人旅行签证发放件数却同比大幅增加了40%。

日本国家旅游局发布的最新统计数字显示,7月单月中国赴日旅游人数达73.14万人,创有史以来最高纪录。其中,中国年轻女性成为赴日旅游主力军,因此化妆品成为旅游购物销售额中占比最大的品类。

但高档手表等奢侈品的滞销,带动了整体消费额的下滑。以Laox为例,罗怡文称,40万日元左右的手表卖不动了。2016年4-6月,顾客人均消费额约为2.3万日元(约合1500元人民币),比2015年低了1万日元(约合660元人民币)。他表示,即使卖再多化妆品也难以填补如此巨大的消费额差距。

Laox曾是日本排名第四的家电量贩店,2009年被中国苏宁电器集团收购(当时处于亏损状态),随后逐渐转型为销售化妆品和名牌商品的免税店。成也萧何,败也萧何,如今因中国游客消费风向的急剧变化,加上此前的快速扩张,Laox业绩陷入困境。据日经中文网报道,7月下旬,Laox位于札幌市和鹿儿岛市的小型店铺仅在开业半年后就被关闭。

遭殃的日本商店不止Laox一家。

据日经中文网报道,东京市中心的电器店中,访日游客对高级电锅和数位相机等免税品的热情也在迅速减退。家电量贩店Bic Camera在2016年7月的全店销售额也减少了1.6%,并下调了2016财年(截至2016年8月)的销售额预期。

日本百货店协会的统计数据显示,6月免税商品销售额约为130亿日元(约合8.6亿元人民币),同比减少20%,连续3个月出现下滑。虽然顾客人数增长了14%,但是和Laox一样,百货商场同样面临顾客人均消费额下降的问题。





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