中国中免今日盘中股价大跌5.07%，引发市场关注。
消息面上，摩根士丹利发布研究报告，将中国中免2026至2027年每股盈利预测下调6%至7%，并将收入预测各下调13%，H股目标价由89元下调至77元，评级维持“与大市同步”。
报告指出，海南免税销售增长慢于预期，且公司调整上海及北京机场免税店、整合线上平台的进度较预期缓慢，转型期间销售或面临风险，这些因素共同影响了市场对公司短期业绩的预期。
中国中免今日盘中股价大跌5.07%，引发市场关注。
消息面上，摩根士丹利发布研究报告，将中国中免2026至2027年每股盈利预测下调6%至7%，并将收入预测各下调13%，H股目标价由89元下调至77元，评级维持“与大市同步”。
报告指出，海南免税销售增长慢于预期，且公司调整上海及北京机场免税店、整合线上平台的进度较预期缓慢，转型期间销售或面临风险，这些因素共同影响了市场对公司短期业绩的预期。
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