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《大行》大摩:中國中免(01880.HK)將受惠於海南自貿港政策 維持「與大市同步」評級
阿思達克 07-25 10:26
大摩發表研究報告指,海南自由貿易港封關定於今年12月18日正式啟動,免稅商品種類將由現時1,900種大幅增加至6,600種,覆蓋率由21%提升至74%,預期中國中免(01880.HK)作為海南概念股將受惠。 惟大摩指出,目前政策細節未明,關於免稅牌照制度細節及如何防止代購套利等議題尚待公布,認為目前旅遊零售需求復甦仍取決於宏觀經濟走勢,考慮到下半年基數效應或有利,維持予中國中免H股「與大市同步」評級,目標價55元。
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