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中信里昂料中國旅遊限制放鬆續為濠賭業未來數季催化劑
阿思達克 09-12 17:02
中信里昂證研究分析師江明傑表示,中國高收入旅客到訪澳門的意欲未有改變,在購物、博彩、餐飲及住宿等方面的消費意欲依舊強勁,因此預期隨著航空公司客運量近月持續恢復,未來幾個季度內地旅客量回升將是澳門博彩市場的主要催化劑。 他指出,澳門中場博彩收入已恢復至2019年同期水平的90%,該行預測至明年復甦趨勢會更好,達到2019年的約119%。另外,該行指出今年7月訪澳旅客量可恢復至2019年同期約78%,預測今年11月可完全恢復至疫情前水平。 雖然市場憂慮內地經濟復甦步伐波動或拖累濠賭業表現,但江明傑指出到訪澳門的內地居民為國內較高收入群體,該行8月底調查亦發現,9月底至10月國慶黃金周期間,澳門28間主要酒店中有11間房間已全部獲預訂,餘下酒店房間均價高達每晚640美元,足見高消費客群仍熱衷到訪澳門。 他又指,內地放寬跟團遊預計對澳門旅遊業影響不大,因為旅客到訪日本、泰國等地與到訪澳門的目標有所不同。至於日本及泰國均有意或正規劃興建賭場,他則認為對中國旅客而言澳門仍具吸引力,短期內難以與澳門構成較明顯競爭。
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