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A股異動丨上海機場(600009.SH)創逾兩年新低 董事長也“看空”
格隆匯 04-27 10:28
格隆匯4月27日丨曾經的明星股上海機場(600009.SH)再度跌5.58%,報50.28元,年內累計跌幅逾33%,股價更是創逾兩年新低,總市值969億元。今年2月,受疫情影響,上海機場與中國中免的免税協議重籤,導致其向中國中免收取的免税租金由原本的“下有保底上無封頂”變成了“下無保底上有封頂”,強勢“包租婆”地位遭到削弱,股價因此慘遭2連跌停。近日大跌的原因,同樣與其免税邏輯有關,4月23日,上海機場董事長在2020年度業績説明會上表示,“受到海南的離島免税、市內的免税店以及跨境電商,還有進口關税持續下降等多重因素的影響,機場口岸免税消費的購買力已經發生了變化,浦東機場此前免税紅利難以為繼。”

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