海南板塊拉昇走高 海南高速、神農科技漲停
格隆匯8月12日丨海南板塊拉昇走高,海南高速、神農科技漲停,海汽集團漲超6%,海航基礎漲近6%,海南橡膠,海峽股份等上漲。

東方證券指出,海南板塊放開國內免税運營商准入是必然趨勢,市場前期亦有預期,未來中短期仍以海口三亞周邊免税空白市場填補為主旋律,且目前此次放寬僅針對國內免税商,預計從籌備到實際開業大約需要半年週期,即20年國旅仍可獨享政策放寬的紅利。
東方證券進一步分析,政策端的多元刺激下,海南板塊今年達成300億目標已經是大概率事件。看後續無論是原有強勢香化品類的進一步強化,抑或是空白市場及弱勢市場的補全,海南免税板塊仍有較大的發展空間及想象餘地。
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