A股異動 | 中國國旅創歷史新高 國慶期間免税增長亮麗
白馬股中國國旅漲逾4%,報97.14元,高見97.28元,創下其上市以來的歷史新高,且有望躋身百元股行列,成交5.88億元,總市值1897億元。中信證券今日發佈研報,點評2019年國慶假期消費數據稱,國慶消費數據總體平穩,餐飲增長穩健、免税增長亮麗,出境、景區增長乏力。目前中免集團以345億元銷售額位列全球旅遊零售額第四位,在國內免税市場份額不斷擴大、增速持續攀升下,免税市場未來仍有較大發展空間。山西證券發佈研報稱,隨着國旅總社順利出表,公司目前專注於提升免税業務市場地位、盈利能力,擴大CDF品牌在旅遊購物市場知名度。機場業務有序擴張,新增市內免税店逐漸開業吸納外籍和港澳台籍遊客購物需求,海口國際免税城項目預計年末開業。公司免税業務儲備充足,具備長期業績確定性。
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