【热点跟踪】江湖传说：T3招标现逆转，免税航母终启航！

“免税零售专家”, 聚焦中国免税业

微信公众号："DutyFreeExpert"

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编者语

本周六编者刚刚吃过午饭，就听资本市场的多位分析师试图验证江湖传说“中免（日上中国）已经在北京T3免税投标中扭转局面”的消息，但官方周末例行休息，自然大家找不到任何官方通告。

今天（周日）下午，突然收到朋友转发给DFE注明“海通证券社会服务组” 首席分析师李铁生及其团队发出的分析文章：

请各位注意文中措辞“据最新消息。。。大概率在最后阶段实现逆转”，除了这一段之外，该文基本都是其对中国国旅投资价值的分析和预测，为避嫌，我们就不转载那个部分了。

到目前为止，DFE并没有从北京机场或者有关竞标单位获得有关T3标的评估情况的确切消息，本

建议大家关注明天早上9:25分中国国旅结合竞价及9:30开盘后的走势，如果中免（日上中国）中标属实，上周经历了跌停的中国国旅必然要报复性反弹。股市有风险，投资需谨慎，特此提示。

有关北京机场T2T3免税招投标前期情况，请点击：

＊ MoodieDavitt对北京招投标的相关报道：Tense contest ensues for Beijing Capital International Airport duty free awards——请点击左下角“阅读原文” 

——Jason@DFE编辑部

Tense contest ensues for Beijing Capital International Airport duty free awards

by Duty Free ExpertSource: ©The Moodie Davitt Report13 April 2017

CHINA. The fate of the two duty free concessions at Beijing Capital International Airport hangs in the balance after bids closed this week and the financial offers were revealed. The results of the technical evaluation, critical to the final result, have not yet been published.

Awards are expected in late April or early May.

 covering its duty free retailing concessions at Terminals 2 and 3 on 24 February. Bids closed earlier this month. The businesses are currently run under a single concession by Sunrise Duty Free.

The two tenders were issued through Beijing World Trade Corporation, which Beijing Capital International Airport appointed as its bidding agent last year.

Source: Duty Free Expert

According to Duty Free Expert, the specialist Chinese media platform run by Jason Cao which The Moodie Davitt Report works closely with, the T2 financial bid was topped by CDFG, ahead of Zhuhai Duty Free, China National Service Corporation for Chinese Personnel Working Abroad (CNSC) and Shenzhen Duty Free.

The highest bidder, surprisingly, for T3 was Zhuhai Duty Free, ahead of Sunrise Duty Free and Shenzhen Duty Free.

The tenders cover:

1) T2: international terminal departures area – 3,186sq m; arrivals zone – 417sq m
2) T3: outbound international – 9,461sq m; arrivals 1,939sq m

Categories covered by the contract include perfume & cosmetics, tobacco & liquor, confectionery, fashion and accessories, watches, jewellery and other items.

Beijing Capital International Airport handled 94,393,000 passengers in 2016 (domestic and international), up +5% year-on-year.

In January 2017, the airport handled 8,180,000 passengers, a +8.6% increase in year-on-year. Passenger numbers on international, Hong Kong, Macau and Taiwan routes rose +10.5% year-on-year.

Footnote: The outcome of the Beijing bid has significant repercussions for the future relationship between CDFG and Sunrise Duty Free. , which is all that can be said at this stage.

NOTE TO AIRPORT OPERATORS: The Moodie Davitt Report is the industry’s most popular channel for launching commercial proposals and for publishing the results. If you wish to promote an Expression of Interest, Request for Proposals or full tender process for any sector of airport revenues, simply e-mail Martin Moodie at .

We have a variety of options that will ensure you reach the widest, most high-quality concessionaire/retailer/operator base in the industry – globally and immediately.

Similarly The Moodie Davitt Report is the only international business intelligence service and industry media to cover all airport consumer services, revenue generating and otherwise. We embrace all airport non-aeronautical revenues, including property, passenger lounges, car parking, hotels, hospital and other medical facilities, the Internet, advertising and related revenue streams.

Please send relevant material, including images, to Martin Moodie at  for instant, quality global coverage.

All such stories are consolidated in our popular Tender News section (see home page dropdown menu) that has been running since 2003.

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