港股异动 | 中国中免(01880)回落逾4% 海南离岛免税销售有望改善机构称降幅或实现收窄

智通财经12-13

智通财经APP获悉，中国中免(01880)回落逾4%，截至发稿，跌4.01%，报55.05港元，成交额7008.02万港元。

国泰君安发研报指，海南旅游旺季来临，中免集团开启年终盛典，叠加“每周扫货爆品”、“扫货狂欢五重礼”、“BigDay 年终狂欢日”，海南离岛免税销售有望改善。该行预计，海南离岛免税降幅收窄。

财通证券指出，关注顺周期下免税客单价修复逻辑，以及四季度起市内免税店开业催化。回顾2024年第二、三季度，客单价是海南免税销售额下滑的重要因素之一，目前顺周期预期下，海南旅游大盘有望得到修复，同时可以展望客单价修复对于销售额回暖的带动。

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港股异动 | 中国中免(01880)回落逾4% 海南离岛免税销售有望改善 机构称降幅或实现收窄

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港股异动 | 中国中免(01880)回落逾4% 海南离岛免税销售有望改善机构称降幅或实现收窄