gugu
07-08
$越秀服务(06626)$
@小虎通知
分红到账太慢
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vision
07-09
vision
还看好中免吗？
慕子
:
中免感觉没有基本面的支撑了
gugu
:
免税是零售业，可在海南建设的mall很难提高坪效，之前期望是奢侈品入驻，提高每平米销售额。海南免税城有一定政策导向性，引导免税消费回流。实际上最好的模式，是机场的日上，高流水+爆品+优质产品低价销售。但是免税城的成本太高，人流密集度远远不够。
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