本周五(5月16日)港股午后, 中国中免 短线一度拉涨超4%,截至发稿报51.75港元,涨幅2.58%:
消息面上,5月15日,全国优化离境退税政策扩大入境消费工作推进会在京召开。会议指出,发展离境退税是大力提振消费的重要抓手,是应对外部冲击的重要举措,是扩大高水平对外开放的重要途径。
各地商务主管部门要积极会同相关部门,加快推进扩商店、增商品、优服务工作,着力提高退税商店覆盖面,提升退税商品吸引力,增强境外旅客获得感,扩大入境消费,为大力提振消费、推动经济持续回升向好作出积极贡献。
要抓紧完善工作机制,加强部门协同,广泛凝聚合力,强化数据赋能,创新工作举措,推动离境退税政策加快落实落地。
中信证券表示,虽然离境退税店和免税店属于不同渠道,但对于免税运营商,尤其是旅游零售龙头中国中免而言,其门店布局分布于核心口岸、核心城市,均为出入境游客必经之处,入境旅游及衍生购物的增长料将带动其各类型门店的销售表现。
东吴证券认为,中免市场地位稳固,中长期看好中免作为旅游零售龙头受益市内免税店政策和出境游的逐步恢复,在消费景气状态下受益于相对较高的行业增速。
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