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免税概念板塊走強 王府井(600859.SH)逼近漲停
格隆匯 07-29 11:03
格隆匯7月29日丨免税概念板塊走強,王府井逼近漲停,鄂武商A、中國中免漲超5%,眾信旅遊、百聯股份、凱撒旅業等跟漲。中信建投社服首席分析師賀燕青表示,免税牌照的發展總體上仍具有很大的不確定性,長期來看,國內免税行業應當會趨向健康的有限競爭格局。目前,新落地的牌照僅王府井,其他牌照尚不確定,免税行業的區域特性在原先也有體現,如區域性免税運營商珠免、深免、海免等,都具有一定的區域運營性質。

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