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免税概念板塊走強 海南免税銷售數據增長強勁
格隆匯 09-10 10:04
格隆匯9月10日丨免税概念板塊拉昇走強,王府井拉昇漲停,眾信旅遊、海汽集團漲超5%,中國中免、百聯股份、凱撒旅業等個股紛紛跟漲。據海口海關統計,海南離島免税新政7月1日實施以來截至8月31日,海關共監管離島免税購物金額55.8億元,同比增長221.9%。據悉,海南將增加第四家享有海南離島免税品經營資質的市場主體,結果有望在近期公佈。國泰君安指出,免税最先復甦,餐飲酒店景區逐漸攀升。繼續看好免税行業,政策催化下海南免税銷售數據增長強勁,同時國人市內免税店政策預期漸強。目前國內擁有免税經營資質的公司包括王府井、中免、日上免税行、珠免、深免、中出服、中僑等。

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