投资建议伴随近年来入境政策不断优化,“中国游”逐步兴起;而随着客流增长及离境退税政策的调整,“中国购”亦给国内消费市场带来新增长动力。我们认为机场口岸消费或小幅受益“中国购”,相对更为利好大型国际机场枢纽,但部分堵点仍需疏通。理由受益入境政策持续优化,“中国游”同比快速增长。2023 年末以来国家移民局、外交部等发布了一系列外国人入境优化措施,同时受益汇率及通胀环境,境外旅客“中国游”呈现较快增长...
Source Link投资建议伴随近年来入境政策不断优化,“中国游”逐步兴起;而随着客流增长及离境退税政策的调整,“中国购”亦给国内消费市场带来新增长动力。我们认为机场口岸消费或小幅受益“中国购”,相对更为利好大型国际机场枢纽,但部分堵点仍需疏通。理由受益入境政策持续优化,“中国游”同比快速增长。2023 年末以来国家移民局、外交部等发布了一系列外国人入境优化措施,同时受益汇率及通胀环境,境外旅客“中国游”呈现较快增长...
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