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中金:料澳門3月賭收介於62億至78億澳門元

中金髮表報吿指,澳門2月錄得77.59億澳門元(下同)總博彩收入,按年上升6.1%,與市場預期按年上升7%基本一致。日均博彩收入為2.77億元,按年上升6.1%。該行目前預計澳門3月總博彩收入將在62億至78億元之間,日均博彩收入在2至3.5億元之間,即按年下降7%至25%,相比2019年3月下降70%至76%。

中金估算2月澳門貴賓博彩收入相比2019年2月下降85%至90%,中場博彩收入相比2019年2月下降46%至52%,其中中場博彩預計貢獻74%至83%的總博彩收入。

據澳門旅遊局統計,春節假期日均訪客數為16,242人次,按年上升25.4%,其中內地訪客數為15,154人次,按年上升29%。酒店平均入住率為63.8%,按年增長15.2個百分點。據第三方數據顯示,春節假期日均博彩收入約為3.33億元,恢復至2019年約40%水平。

鑑於近期內地疫情反覆,中金認為接下來的旅遊限制將取決於大中華地區的疫情防控措施。澳門特區政府始終對來自高風險地區的旅客保持嚴格防疫措施並堅持與內地一致的動態清零政策。

該行指,期待接下來可能出現的利好因素,包括80%的澳門本地疫苗接種率有助於恢復團隊遊和自助簽註;澳門特區、香港特區和內地之間恢復免隔離通行。

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