美兰空港(00357)今日盘中股价大涨5.53%,引发市场关注。这与公司最新签署的一份合资协议密切相关。
根据协议,美兰空港与新加坡樟宜国际机场将成立一家合资公司,美兰空港持股51%。该合资公司将自2025年1月起,独家管理美兰机场的零售、餐饮、广告、休闲等非航空业务,合作期限为10年。
分析师认为,这一协议有利于充分挖掘美兰机场非航业务潜力,提升其未来盈利。美兰空港目前正处于产能爬坡周期,在海南自贸港建设的利好下,未来流量和盈利将持续回暖,对公司长期发展前景保持乐观。
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