There is news from the Internet that the deduction rate in the heavy signing agreement of Shanghai Airport and China Duty Free Group is less than expected, and the tax -free performance of the airport is seriously reduced, resulting) Daily limit.In this regard, the two airports rumored that the relevant news was not true.
Comprehensive Financial Association and surging news reports, in the report of the Internet, the Grand Society of Guotai Junan Securities Society issued a message last week that the tax -free negotiation deduction rate of Shanghai Airport was 15%to 20%, which seriously reduced the airport.The tax -free performance refers to the market's expected airport deduction point tank should maintain a ratio of 20%to 25%to ensure the contract structure of the high -guarantee deduction point.
It is reported that due to this news, on Monday morning, the A -share airport sector led a decline. Among them, Shanghai Airport and Baiyun Airport fell more than 9%, and the daily limit was closed in the morning.According to reports, the stock price of Shanghai Airport has reached a new low in the past two years, and Baiyun Airport reached a 26 -month low.
Both airports have issued a clarification announcement at noon.Among them, Baiyun Airport announced that the airport and the China Duty Free Group were exempted (referred to as Zhongzhong) that had not discussed the problem of deduction points. At present, the company does not have major information that should be disclosed but not disclosed.
Shanghai Airport said that after verification by the company's board of directors, the Shanghai Airport will sign a duty -free agreement with the China -Senior Demonstration.According to the announcement, the relevant matters of the company's duty -free dealers (Shanghai) at present are still implementing the supplementary agreement for the transfer of Shanghai Pudong International Airport Duty Free Shop project in January 2021.
According to reports, Liu Yue, an analyst of the monarch club, also sent a circle of friends on Monday clarifying that the news was not published by her.
According to the earlier announcement of Shanghai Airport, the rent -free shops paid to the company from Shanghai from 2017 to 2019 were 2.555 billion yuan (RMB, the same below, about S $ 480 million), 3.681 billion yuan), 3.681 billion yuanYuanhe 5.210 billion yuan, accounting for 23.30%, 39.53%, and 47.60%of the company's operating income from 2017 to 2019, respectively.
However, affected by other policies such as impact on the epidemic, the sharp decline in international passenger flow, and the Hainan outlying islands, the tax exemption business income has been greatly hit, and Shanghai Airport has also adjusted the cooperation model with Japan in 2020EssenceData show that in the first quarter of this year, the tax -free contract revenue of Shanghai Airport was 330 million yuan, an increase of 182.05%year -on -year. Last year's duty -free contract revenue was 363 million yuan.
