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Hongkongers fall for China’s big box stores 香港人纷纷涌入物价更便宜的内地，给期盼香港本地消费复苏的香港政界人士和零售商敲响警钟。
Politicians and retailers alarmed as shoppers increasingly head to the mainland for cheaper goods. 6park.com
Eve Leung喜欢逛遍布香港豪华购物中心的奢侈品零售店。但最近几个月，她爱上了另一种更平凡的诱惑：边境另一侧中国内地的一家大型零售商店。 6park.com 6park.comEvery few weeks, she spends as much as HK$2,000 (US$256) in Sam’s Club, an American membership warehouse chain, in Zhuhai. “Things are much cheaper than Hong Kong,” said Leung, in her 40s. Fresh fruit, tissue paper, toothpaste and chocolate are among the items that she has brought back to Hong Kong. 6park.com每隔几周，她就会到珠海的美国会员制仓储连锁超市——山姆会员店(Sam’s Club)消费高达2000港元（合256美元）。“这里的东西比香港便宜多了。”40多岁的Leung女士说。她带回香港的商品包括新鲜水果、纸巾、牙膏和巧克力。 6park.com 6park.comHongkongers are increasingly flocking to mainland China on weekend getaway trips, attracted by cheaper groceries and American-style wholesale warehouses. Thousands have signed up for local travel agency tours to these warehouses, including to a new Costco opening on Friday in Shenzhen. 6park.com越来越多的香港人在周末涌入内地，他们被更便宜的生活用品和美式仓储量贩店所吸引。数千人报名参加了当地旅行社的仓储商店购物团，包括前往周五在深圳新开业的开市客(Costco)。 6park.com 6park.comAfter both Hong Kong and China emerged from the Covid-19 pandemic, and the border reopened, retailers and politicians hoped it would be the catalyst for a revival of the consumer spending that is central to the Chinese territory’s economy. Instead, the most striking flow has been in the other direction, as Hongkongers have flocked to cheaper China, in part encouraged by a strong Hong Kong dollar. The currency is pegged to the US dollar. 6park.com在香港和内地都结束新冠疫情、边境重新开放之后，零售商和政界人士曾希望这能成为对香港经济至关重要的消费支出复苏的催化剂。然而，最引人注目的是反向流动：香港人纷纷涌入物价更便宜的内地，一定程度上受到与美元挂钩的港元走强的推动。 6park.com 6park.comHong Kong residents spent about HK$50bn in mainland China in 2023, estimated Heron Lim, an economist at Moody’s Analytics, about 12.5 per cent of his forecast total retail value for Hong Kong for the year. Natixis senior economist Gary Ng, meanwhile, estimated Hongkongers spent about HK$67bn in the whole of 2023 on trips to Guangdong. 6park.com穆迪分析(Moody’s Analytics)经济学家林师顺(Heron Lim)估计，2023年香港居民在内地支出了约500亿港元，约为他预测的香港当年零售总额的12.5%。与此同时，法国外贸银行(Natixis)高级经济学家吴卓殷(Gary Ng)估计，2023年全年香港人赴广东购物旅行总共支出了约670亿港元。 6park.com 6park.comMore than 3,000 people have already booked to go to Sam’s Club in the next few weeks, according to EGL Tours, a Hong Kong-based travel agency, which is already signing people up for trips to the new Costco. 6park.com香港旅行社EGL Tours表示，已经有3000多人预订了未来几周的山姆购物团，去新开的开市客的购物团也正在报名。 6park.com 6park.comThe number of people taking tours from Hong Kong to mainland China tripled last year compared with the pre-Covid era, said executive director Steve Huen. “Apart from going to [warehouse retailers], our trips also offer other attractions,” he added, such as a visit to a historic village in Dongguan. 6park.com执行董事史蒂夫•休恩(Steve Huen)表示，去年香港赴内地旅游的人数是疫情前的三倍。“除了去（仓储零售商店），我们的行程还有其他吸引人的景点，”他补充说，比如参观东莞的一个古村落。 6park.com 6park.comSuch is the alarm prompted by these trips that one pro-Beijing political party in Hong Kong floated the idea of a “departure tax” on the border, including to the mainland. 6park.com这些旅行引发了很大的警惕，以至于香港一个亲北京的政党提出了在边境（包括前往内地时）征收“离境税”的想法。 6park.com 6park.comMichelle Lam, greater China economist at Société Générale, said it was “likely” that the trend of Hong Kong residents spending in mainland China would accelerate given the attractive prices of goods in places such as Shenzhen. If it does, this “could knock as much as 1 percentage point off Hong Kong’s gross domestic product in 2024,” she said. 6park.com法国兴业银行(Société Générale)大中华区经济学家林紫琼(Michelle Lam)表示，鉴于深圳等地的商品价格具有吸引力，香港居民在中国内地消费的趋势“很可能”会加速。她说，如果是这样，这“可能会使香港2024年国内生产总值(GDP)减少多达1%”。 6park.com 6park.comMore concerning was “the lack of Chinese spending power in Hong Kong, as Hong Kong fades in appeal to Chinese shoppers still willing to spend to other locations,” Moody’s Lim said, noting that “prime among them is domestic Hainan that has really upped its game in duty-free shopping”. 6park.com穆迪的林师顺表示，更令人担忧的是“中国内地消费者在香港消费力的缺失，因为香港对仍愿意在其他地方消费的中国内地购物者的吸引力逐渐减弱”。他指出，“最主要的竞争对手是国内的海南，它在免税购物方面确实有所提升”。 6park.com 6park.comWhile mainland Chinese visitors accounted for nearly 80 per cent of tourists in Hong Kong post-pandemic, the number of visitors over the first 11 months of 2023 was about 40 per cent lower than the same period in 2019. Hong Kong retailers also say that mainland visitors are not spending as much as they used to do. 6park.com疫情后时代，中国内地旅客占香港游客总数的近80%，但2023年前11个月的游客数量比2019年同期减少了约40%。香港零售商还表示，内地游客的消费不像以前那么多了。 6park.com 6park.com“That just reinforces the urgency for Hong Kong to develop a tourist offering because it’s a very important part of the economy,” said Frederic Neumann, chief Asia economist at HSBC. “It needs to be something beyond luxury retail and I think we haven’t fully cracked the formula yet.” 6park.com“这只会加强香港发展旅游产品的紧迫性，因为这是经济非常重要的一部分。”汇丰(HSBC)首席亚洲经济学家范力民(Frederic Neumann)说，“它需要超越奢侈品零售，我认为我们还没有完全破解这个问题。” 6park.com 6park.comMany like Monica, a 26-year-old who works in finance in Hong Kong and frequently travels to Shenzhen for weekend trips, said she would keep going this year. 6park.com26岁的莫妮卡(Monica)在香港从事金融工作，经常去深圳度周末。她说，今年她会继续。 6park.com 6park.com“Dining out is something I do on a frequent basis. In Hong Kong, it’s normal that a meal costs more than HK$200 per person,” she said. “But in Shenzhen, I can order any food I fancy at a restaurant without batting an eyelid.” 6park.com“我经常外出就餐。在香港，一顿饭的价格超过每人200港元是很正常的。”她说，“但在深圳，我可以毫不犹豫地在餐馆点任何我喜欢的食物。” 6park.com 6park.comOther examples include 400 grammes of pork bone for soup, which costs twice as much as in Hong Kong than in Shenzhen. 6park.com其他例子还包括400克的熬汤猪骨在香港的价钱是在深圳的两倍。 6park.com 6park.com“Across the border, you can spend less money but enjoy a whole day of great activities,” said Sonia Cheng, in her 30s, who visits the mainland two to three weekends each month. 6park.com“在内地，你可以花更少的钱，却能享受一整天的精彩活动。”30多岁的Sonia Cheng说。她每月有两到三个周末到内地旅行。
Eve Leung has the run of the luxury retailers that proliferate in Hong Kong’s glitzy malls. But in recent months she has preferred the lure of something far more prosaic: a big box retailer across the border in southern China. 6park.com
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