机场行业投资框架

2022-06-15 01:05:23上传人：Th**am
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二、空间增速：客流普遍有近一倍增长空间，年均增速约 5% -10%···························
三、商业模式：本质为流量变现，变现效率决定利润率 ···············································
四、海外借鉴：机场的全球发展规律与估值参考 ···························································
一、行业属性：业态天然高壁垒，长期供不应求 ····························································
六、公司个股：优选免税机场，静待国门重开 ·······························································
五、投资逻辑：从基建主导，到非航主导 ·······································································
引言：从全球机场行业的长期超额收益说起 ···································································· 5
49 投资建议及风险提示 ·············································································································
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