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港股异动 | 美兰空港(00357)涨超4% 四季度迎来海南消费旺季 公司业绩有望充分释放

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美兰空港(00357)涨超4%,截至发稿,涨4.21%,报7.42港元,成交额358.74万港元。

消息面上,11月23日,三亚23日发布10月经济运行情况。其中,10月,三亚全市离岛免税零售额19.22亿元,同比增长39.8%。1-10月份,全市离岛免税零售额235.86亿元,同比增长18.3%。首创证券指出,海南消费Q4进入旺季,关注顶奢品牌陆续落地、新项目开业、市内免税店政策落地等因素催化下的免税盈利能力提升。

海通国际此前指出,下半年海南旅游进入传统旺季,公司作为省内主要机场业绩有望得到充分释放。该行认为,随着海南岛免税政策不断推进,美兰空港作为主要进出口岸和旅游线路交通枢纽,有望进一步筑牢客流量优势。

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