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《大行報告》花旗上調中國中免(01880.HK)目標價至277元 旅客湧入海南刺激免稅消費
花旗發表研究報告指,旅遊旺季來臨,海南迎來回流的旅客,將刺激海南免稅品銷售回暖,元旦假期海南離岸免稅銷售額達到4.22億元人民幣,雖然整體銷售額仍按年跌30%,但日均銷售額增至1.4億元人民幣,人均消費達9,816元人民幣,超過2022年水平。 該行估計,即將到來的農曆新年假期復甦應該會進一步加快,機場免稅業務將出現反彈,將中國中免(01880.HK)列為中國消費行業的首選,維持「買入」評級,目標價由225元上調至277元。
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