九龍倉置業(01997.HK):「個人遊」計劃擴展有利本港零售銷售
九龍倉置業(01997.HK)今(7日)發表全年業績,當中提到個人遊計劃擴展。集團主席兼常務董事吳天海表示,相關計劃對香港旅遊及零售有若干刺激。但他亦認為香港不能單靠新加入計劃的城市帶動經濟,亦需重視原有的49個涵蓋城市。他指出當本港旅遊業變得興旺,應該可以同步帶動香港酒店及零售業復蘇。
至於過夜旅客數字方面,他指出2018年至2023年間內地不過夜旅客的跌幅,相對於同期過夜旅客的跌幅還要大,他認為相關數字是反映北區水貨客減少的現象。他亦指現時內地過夜旅客下跌的潛在原因可能包括匯率、兩地經濟情況等,不過相關數字的下跌幅度相當溫和,因此他認為現在市場對於過夜旅客減少出現過度恐慌情緒。
另外,吳天海亦指出,港人北上消費的情況已持續一段時間,認為相關情況只屬周期性問題。兩地政府一直推動一小時生活圈,雖然現時「南向北旅遊」已十分成熟,不過「北向南旅遊」相對較弱。他認為相關問題是受旅遊證件及入境限制所影響。另外,他認為人民幣兌港元的匯率上落,亦是影響本港旅遊業的原因之一,他舉例當港幣相對強勢而人民幣相對弱勢時,可能會成為減少內地遊客南下消費的誘因。(js/u)
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