人民财讯12月4日电,中国银河证券研报表示,机场板块层面,2025年上市机场盈利持续扩大,当前机场板块对于免税协议重签扣点率下降的悲观情绪基本已被体现。未来国际航线客流恢复仍将为机场板块主要看点。同时,宏观经济及内需消费进一步复苏,为2025年商业板块客单价提升提供了动力。从全年非航业务收入来看,国际免签扩容催化了国际客流增长,带动机场免税商业业态整体活力恢复。枢纽机场免税协议修订情况及有税商铺...
Source Link人民财讯12月4日电,中国银河证券研报表示,机场板块层面,2025年上市机场盈利持续扩大,当前机场板块对于免税协议重签扣点率下降的悲观情绪基本已被体现。未来国际航线客流恢复仍将为机场板块主要看点。同时,宏观经济及内需消费进一步复苏,为2025年商业板块客单价提升提供了动力。从全年非航业务收入来看,国际免签扩容催化了国际客流增长,带动机场免税商业业态整体活力恢复。枢纽机场免税协议修订情况及有税商铺...
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