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《大行》瑞銀:粵車南下政策試行香港零售業將直接受惠
瑞銀髮表研究報告指,港府宣佈粵車南下政策將率先以每日100個預約配額試行,由於粵車南下將經港珠澳大橋入境,預料主要面向大灣區西部包括珠海、中山等地居民,相信可爲香港引入新客源。參考港車北上已達每五輛香港車有一輛參與的程度,該行估計南下需求或同樣強勁。
瑞銀指,目前經港珠澳大橋入境旅客僅佔內地訪港旅客總量7%,遠低於經高鐵、落馬洲、羅湖及深圳灣等口岸的比例,反映現有旅客來源集中於大灣區東部及廣州。但考慮到單程車程需時約90分鐘,橋費達150元人民幣,瑞銀相信旅客來港目的性需要更強,因此香港舉行獨有的大型活動將成關鍵。
該行認爲政策實施後香港零售業將直接受惠,料利好九龍倉置業(01997.HK)及新地(00016.HK)等香港零售地產商。
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