Market Brief

The articles are produced in Chinese only.

Author

袁鉅文先生 (Aman Yuen)
經理

金融經濟系畢業, 從事股票衍生工具投資工作已有十年, 善於技術分析及期權買賣策略.歡迎各位來電交流心得
Phone:
36670666

永利澳門(1128.HK)

Wednesday, July 30, 2025 Views230

主要在澳門營運兩間綜合娛樂場渡假村勝地,永利澳門及永利皇宮。

永利皇宮的特色:

‧ 佔地約468,000平方呎的娛樂場空間與娛樂場支持及輔助區域(設有303張賭枱及598部角子機 或類似電子博彩設施),提供24小時博彩及各式各樣的博彩遊戲,包括私人博彩廳及天際娛樂 場; ‧ 標誌性公眾景點及娛樂項目供應,包括一個表演湖、一個沉浸式娛樂中心以及薈萃西方及亞 洲的藝術品展示;

‧ 一間豪華酒店,合共1,706間豪華客房、套房及別墅;

‧ 14間餐飲店;

‧ 佔地約107,000平方呎的高端、名牌零售店;

‧ 康體及休閒設施,包括纜車(「觀光纜車」)、健身中心、水療康體中心、髮廊及泳池;及

‧ 佔地約37,000平方呎的會議空間。

永利澳門的特色:

‧ 佔地約294,000平方呎的娛樂場空間與娛樂場支持及輔助區域(設有257張賭枱及696部角子機 或類似電子博彩設施),提供24小時博彩及各式各樣的博彩遊戲,包括私人博彩廳、天際娛樂 場及撲克區;

‧ 公眾娛樂景點,包括如表演湖和圓拱形大堂設有一個以中國十二生肖為主題的特色天花、以 黃金「吉祥樹」為主題的表演項目;

‧ 兩間豪華酒店,合共1,010間豪華客房及套房;

‧ 12間餐飲店;

‧ 佔地約64,500平方呎的高端、名牌零售店;

‧ 康體及休閒設施,包括兩間健身中心及水療康體中心、一間髮廊及一個泳池;及

‧ 佔地約31,000平方呎的會議空間。

公司公布截至2024年12月底止之業績,經營收益總額由2023年的242.7億港元增加18.4%至2024年的287.4億港元,主要是由於博彩量及餐 廳客流量上升。自澳門當局於2023年1月取消COVID-19相關防護措施後,訪澳人次持續上升,導致 2024年的業務量增加。

根據澳門統計暨普查局統計月報,2024年全年到訪澳門的訪客較2023年增加23.8%。下半年旅客數量增速減慢,影響澳門旅遊業的因素包括:

1) 中國及亞洲現行經濟狀況;影響中國內地及其他地區居民訪澳的限制、條件或其他因素。

2) 各國針對外匯管制、攜帶貨幣出境、提取貨幣、使用信用卡及借記卡和可能會不時生效的旅遊限制或旅遊簽證簽發政策。

3) 以及來自其他提供博彩及╱或休閒活動的地方的競爭。

投資建議

增持

建議時股價

$6.35

目標價

$7.6

 

註:本人袁鉅文為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
新闻稿
E-Check
Login
Investor Notes
Free Subscribe
Contact Us