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免税双增拐点临近 暑期旺季需求渐显 _ 东方财富网


  
广东为海南第一大客源地,短期疫情不改长期逻辑判断。我们根据2021年夏秋航季的时刻安排,对国内飞往海南(三亚、海口、琼海三地机场)的客流进行统计。广东省以14.34%的占比位列客源省第一,其中广州7.51%,深圳5.09%,因此预计6月广东地区疫情对海南的入岛客流影响明显。但参考年初北方疫情(北京为客源城市第一位),实际销售和后续的恢复都走出超预期趋势,短期局部疫情不影响长期公司逻辑判断。
  
年中为海南离岛免税销售淡季,今年实际淡季不淡。回顾12-19年月度离岛销售额,8年平均来看6月占全年比例仅5.3%为全年最低(最高为2月15.4%),即使简单按照平均占比倒推,全年中免也有700亿,远超预期,也就是说6月已经是淡季不淡了,主要是海南逐步进入淡季后的一个自然现象,同时叠加了疫情影响边际下降略明显。后续� ....

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6 cookbooks you need for baking the best bread


6 cookbooks you need for baking the best bread
Reviewed.com
12/16/2020
© Photos courtesy of Amazon
6 cookbooks you need for baking the best bread
Recommendations are independently chosen by Reviewed’s editors. Purchases you make through our links may earn us a commission.
I’ve always thought that bread baking required more time and patience in the kitchen than I was capable of. This pandemic has taught me that the truth to this thought process is that really
good bread requires time, patience, and practice, but just about anyone can produce a loaf or two with the right ingredients and proper tools. ....

France General , Julia Turshen , Waldman Rodriguez , Sarah Owens , Melissa Weller , Willa Jean , Indian Ocean , King Arthur , Hawa Hassan , King Arthur Baking Company , Rustic Fermented Breads , World Famous Bread Bakery , Apollonia Poil , Amazon Sweet , Good Bake , Making Perfect Pastries , Good Book , Southern Baking , New Orleans Based , Kelly Fields , Field Mom , Zucchini Bread , Amazon Bake , Hot Bread Kitchen Cookbook , Artisanal Baking , Jessamyn Waldman Rodriguez ,