Inside Asian Gaming

IAG MAY 2021年5月 亞博匯 31 封面故事 to around 90% of pre-pandemic levels in 2021. Those comments came even before the nation’s three largest carriers – China Southern Airlines, China Eastern Airlines and Air China – released their traffic for the month which showed passenger numbers returning to and even exceeding 2019 levels. China Southern’s figure of 11.1 million domestic passengers in March was three times more than March 2020 but more importantly 8% higher than March 2019, China Eastern flew just 0.3% fewer passengers than two years earlier at 8.6 million, and Air China was down only 3.5% to 7.5 million. There has been similar momentum in China’s luxury goods market, seen as a strong indicator of people’s willingness and motivation to spend. With such trends expected to continue into 2022 – Morgan Stanley says China’s nominal GDP will 計那些在高端市場佔據較大優勢的營運商將跑贏大盤……主要 由於高端客戶相對受到新冠疫情的經濟影響較小，而且驅動博彩 總收入所需的客戶數量也相對較少。」 「下一年，金沙及銀娛也將受益於其各自擴大對高端中場業 務的關注。」 像摩根士丹利一樣，Bernstein的分析師同樣看好澳門2022 年的發展前景，預計博彩總收入將恢復至2019年水平的98％，包 括高端中場在內的中場業務將激增至2019年博彩總收入的110％ ，而貴賓博彩市場的復甦就較為緩慢，「未及原先的90%」。 他們補充稱，由於資金轉賬受到嚴格的審查，以及客戶及機 構處於對與博彩中介人打交道的擔憂，貴賓博彩業務可能直至 2025年都未必能恢復至2019年的水平。 但是，「隨著一些客戶轉變玩法，可能會對貴賓業務及高端中 場產生積極的影響。」 需求 儘管澳門仍對放開邊境政策採取極為謹慎的態度，但中國的 境內游、休閒及奢侈品市場正顯示出明顯的復甦跡象，即人們已