研報掘金丨國金證券:白雲機場連續三季扭虧為盈,維持“買入”評級
國金證券研報指出,白雲機場(600004.SZ)Q3經營持續恢復,連續三季扭虧為盈,維持“買入”評級。近期中美航班增班取得突破,美國交通部發布新命令,自11月9日起允許中方航司每週執行最多35箇中美直航客運航班,未來中美航班逐步恢復可期,公司整體國際旅客吞吐量有望恢復。公司免税補充協議保留協議期內免税業務彈性,且進境店協議延期至2029年,未來國際線復甦將帶動免税租金收入恢復,公司業績恢復值得期待。
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