免税概念板塊走高 中國中免(601888.SH)漲超7%創歷史新高
格隆匯12月23日丨免税概念板塊走高,中國中免盤中漲超7%創歷史新高,現漲幅為6.4%,報252.12元,總市值逼近5000億;海汽集團拉昇封板,王府井、百聯股份、格力地產、凱撒旅業等紛紛走強。太平洋證券表示,12月離島免税旺季升温,又逢聖誕元旦雙節,離島免税大規模促銷活動持續,銷售額有望再創新高。中信證券表示,海南自貿港政策給離島免税和島民免税都預留了充足的市場空間,海南省將會是典型的供給創造需求的市場,未來供應鏈能力決定了其消費空間。當前各家新增免税經營商在供應鏈能力建設上仍處於前期開拓階段。在持續引導消費迴流、加速免税市場擴容邏輯背景下,中國免税行業整體受益。
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