港股異動 | 美蘭空港(0357.HK)漲近6% 海南離島免税消費持續高景氣
格隆匯10月19日丨美蘭空港(0357.HK)拉昇漲近6%,報32.2港元收復昨日跌幅,總市值153億港元。“十一”假期海南離島免税銷售額創歷史新高,較去年同期增長63%至16.1億元。中信證券此前指出,免税驅動公司業績成長,力爭二期年內投運。未來5年公司承擔主要赴島客流增量,二期工程投運打開成長空間。該行考慮2025年美蘭空港機場免税店線下銷售額或實現百億,2022~2025年公司業績複合增速或30%左右,預計離島免税消費高景氣和機場產能週期會形成共振。

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