智通财经APP获悉，美兰空港(00357)午后涨超8%，截至发稿，涨7.88%，报9.58港元，成交额1745.69万港元。
消息面上，此前《海南自由贸易港建设总体方案》明确，海南将在2025年前适时启动全岛封关运作。海南瞄准2023年底前具备封关硬件条件、2024年底前完成封关各项准备的目标有序推进项目建设。华创证券此前指，公司为自贸港核心枢纽，长期发展空间广阔。根据海南省运输厅印发的《打造海口美兰国际机场面向两洋航空区域门户枢纽行动方案（2023-2025 年）》，预计2025年美兰机场旅客吞吐量将达到3000 万人次，贡献岛内航空客流主要增量，进一步巩固海南省门户枢纽地位。
该行指出，短期方面，受到打击套代购及旅客消费能力仍待恢复等因素影响，海南离岛免税客单价出现下行；中长期来看，随着海南自贸港建设持续推进，离岛免税红利继续释放，公司未来成长发展空间广阔。
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