港股异动 | 博彩股走软 新濠国际发展(00200)跌超5% 澳门9月博彩收入同增6%不及预期

智通财经
Oct 03, 2025

智通财经APP获悉,博彩股集体走软,截至发稿,新濠国际发展(00200)跌5.1%,报5.77港元;永利澳门(01128)跌2.68%,报6.9港元;美高梅中国(02282)跌2.22%,报16.31港元;银河娱乐(00027)跌2.05%,报42.04港元。

消息面上,10月1日,澳门博彩监察协调局公布,9月份澳门幸运博彩毛收入为182.89亿澳门元,同比增长6%。今年前9个月澳门博彩毛收入累计达1813.41亿澳门元,同比升7.1%。大摩发布研报称,澳门9月博彩总收入为183亿澳门元(下同),同比增长6%,逊于市场及该行预期的9%,主要因台风导致赌场暂停营业33小时。澳门第三季博彩总收入达626亿元,同比增长12.5%,按季上升2.4%。该行料强劲的季度表现可支持博企利润率,并推动盈利预测上调。

花旗指出,澳门9月博彩总收入同比增长6%至182.89亿澳门元,相当于每日平均收入6.1亿澳门元,达2019年同期水平的83%。数字大致符合该行预期的185亿澳门元,但较市场共识的188亿澳门元低3%。展望10月,花旗预计博彩总收入将达230亿澳门元,同比增长11%,相当于每日平均收入7.42亿澳门元。当中,国庆黄金周8天期间的每日收入料达10.5亿澳门元,与今年五一黄金周水平相若;10月9日至12日期间料达每日8亿澳门元,其余时间则为每日6.33亿澳门元。

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