港股异动 | 中国中免(01880)跌近3% 机构料公司上半年收入受机场免税与中免日线上销售阶段性承压拖累

智通财经
Jul 24

智通财经APP获悉,中国中免(01880)跌近3%,截至发稿,跌2.98%,报48.56港元,成交额2446.41万港元。

消息面上,近日,中国中免发布2026中期业绩快报。广发证券指出,2026H1公司实现营收275.9亿元,同比-2.0%,归母净利润31.1亿元,同比+19.5%,扣非归母净利润30.8亿元,同比+18.7%;其中2026Q2营收106.9亿元,同比-6.3%,归母净利润7.6亿元,同比+14.5%,扣非归母净利润7.4亿元,同比+12.5%。

广发证券认为,年初以来上海、首都机场免税店受新招标落地后转场运营等因素影响,销售表现预计阶段性承压,对公司上半年营收造成一定拖累,下半年稳步恢复可期;中免日上线上小程序暂未全面恢复,对线上有税业务销售亦造成一定压力,后续随上海发货有序恢复以及海南会员购承接部分线上需求,线上有税销售整体恢复可期。

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