
新濠博亚
金沙中国
永利澳门
美高梅中国
银河娱乐
澳博控股
15%16%16%15%
14%
14%14%15%
14%
12%12%12%
14%
13%15%
14%12%12%
20%
19%
18%
30%
21%21%
20%
18%18%
23%24%
22%
22%
21%
21%
20%
20%
19%
20%
21%20%
18%
16%
17%
17%
9%14%
8%
7%
8%
9%
9%9%10%10%
8%
13%12%
11%
14%14%13%
14%
13%
14%15%
15%
15%
16%
16%
15%
17%
16%
15%14%
14%
7%
2%12%
14%14%
14%
13%
13%
13%13%
10%
13%
13%13%
22%
18%
23%24%
21%24%
25%
23%23%
23%
23%
25%
23%
22%
22%21%
26%26%
25%28%
27%
47%
22%
24%
15%14%14%15%
15%
17%17%17%
18%17%18%
16%
17%18%
15%
14%
15%13%
15%
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
18Q118Q218Q318Q419Q119Q219Q319Q420Q120Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q123Q2
资料来源:Wind,Bloomberg、华泰研究
图表8:2023年9月-12月已官宣澳门演唱会列表
资料来源:大麦网,华泰研究
图表9:金沙中场业务毛收入对比19年修复情况(百万美元)图表10:金沙老虎机业务毛收入对比19年修复情况(百万美元)