智通财经APP获悉，美银证券发布研究报告称，将北京首都机场股份(00694)目标价由2.2港元上调至2.3港元，并轻微上调盈测(平均约7,000万元人民币)。但由于国际旅游及免税品销售持续疲弱，重申首都机场“跑输大市”评级。公司近日公布关于广告业务及国际零售业务委托管理协议的补充协议。
报告中称，根据补充协议，商贸公司(首都机场母公司的全资子公司)对于国际零售业务的委托管理费率由20%下降至10%，传媒公司(首都机场母公司的全资子公司)对于广告业务的委托管理费率由22%下降至16%。有关安排追溯至今年1月1日起生效，有效期由2024至2026年。该行估算，首都机场在2024至2026年期间，每年可因此节省约1亿元人民币的税前开支。
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