郭家耀: 观望蓝筹业绩交投淡 中免集团(601888.SH)受惠国策
正荣金融业务部副总裁郭家耀称,美股周一(22日)造好,债息由高位回落,带动大市向上,科技股表现最为突出,纳指收市升幅超过1%。美元反覆偏软,美国十年期债息回落至1.69厘水平,金价反覆向下,油价先跌後回升。港股预托证券大致向好,预料大市早段跟随高开。
内地股市造好,沪综指高开高走,收市上升1.1%,并以接近全日最高位收市,沪深两市成交额继续清淡。
港股昨日好淡争持,指数继续於29,000点水平徘徊,成交更创近月新低水平,显示投资者观望态度浓厚。外围债息回稳,有利大市气氛,市场观望多家蓝筹股业绩表现,预料短期市况未有突破,指数继续於28,500至29,500点水平徘徊。
另受疫情影响,内地旅客未能出外旅游,令消费更集中於内地,加上优惠政策推出,有利从事高端消费行业的公司。去年7月起,海南实施离岛旅客免税购物政策,每年每人免税购物额度从3万元提高至10万元人民币,取消单件商品8,000元人民币免税限额,并新增手机、平板电脑等电子消费产品以及酒类、茶叶等为免税品类,促进当地销售强劲增长。因此,中免集团(601888.SH)成为全球销售额第一的免税零售公司,大家不妨多加留意。
中国中免日前公告,全资公司中免(海南)投资发展有限公司,拟投资36.9亿元人民币用於三亚国际免税城一期2号地项目建设,致力於将其建设成为集免税商业与高端酒店为一体的旅游零售综合体项目,通过与三亚国际免税城、三亚海棠湾河心岛项目有机结合,业态互补,打造三亚海棠湾一站式高端旅游消费目的地。内地消费力强劲,加上政策配合,预料免税店销售表现持续强劲。
(笔者为证监会持牌人,没持有上述股份)~
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