智通财经APP获悉，美高梅中国(02282)反弹近5%，截至发稿，涨4.74%，报12.82港元，成交额1.1亿港元。
消息面上，12月23日，美高梅国际酒店集团宣布与美高梅中国达成新的长期品牌合作协议。美高梅中国将从2026年起，向母公司支付的品牌使用费由1.75%提升至3.5%，大摩预计2026年品牌使用费将达到12亿港元，较2025年的6亿港元大幅增加。
高盛发表研报称，估计美高梅中国将因向母公司支付额外特许权费用，为EBITDA带来约6%至7%影响，并令盈利预测下调约13%至14%，预料若公司维持派息比率为约50%不变，可能导致每股派息减少。美高梅中国的股价在特许权费用相关消息公布后下跌约19%，该行认为近期股价调整似乎有些过度。
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