CICC: the value of airport plate configuration appears in the new stage of duty-free

Xinhua News Agency, June 16, China International Capital Corporation believes that with the optimization and adjustment of epidemic prevention and control policies at the end of 2022, the fundamentals of the airport plate have recovered rapidly since the beginning of this year. However, since the beginning of the year, the overall decline of the airport plate is not due to the fact that the recovery of the fundamentals is not as fast as expected. Standing at the current point of time, some stocks already have allocation value. The increase in guest unit prices in the second half of 2023 and the potential changes in duty-free contracts are expected to be catalysts.