今日盘中,美兰空港(00357)股价大涨5.32%,引发市场关注。这一涨幅可能与近期离境退税政策的全面推广有关。
据悉,国家税务总局于4月8日发布公告,宣布从即日起在全国范围内推广境外旅客购物离境退税"即买即退"服务措施。这一政策此前已在上海、北京、广东等地进行试点。作为海南自贸港重要的航空物流枢纽,美兰空港在离岛免税品运输方面扮演着关键角色。公司此前开通的新加坡-香港-海口货运航线,为海南离岛免税品提供了更加高效、便捷的物流解决方案。
分析人士认为,离境退税新政的全面实施有望进一步刺激免税消费,带动相关产业链发展。作为海南自贸港建设的重要参与者,美兰空港有望从中受益。此外,德邦证券最新研报指出,今年前两月海南离岛免税销售收入同比降幅已经收窄,显示行业基本面可能正在筑底。这些因素共同推动了投资者对美兰空港未来发展前景的信心,从而带动股价上涨。
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