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CITIC valuesThe research report noted that, with recent market adjustments, the limited-service and duty-free hotel industry has seen more callbacks, but fundamentals are actually stable. It is recommended to assign in the falls.
Qunar data reservation situation shows that the reservation of air tickets and hotels on the platform for the Qingming Festival was recently launched. Judging from the current reservation situation, Chengdu-Nyingchi and Linzhi-Chengdu are the two most popular routes of the Qunar Qingming Festival, with average prices of 1508 yuan and 1,500 yuan respectively. In terms of hotel reservations, Qunar data shows that so far, the number of hotel reservations during the Qingming Festival has increased 4.5 times year on year. Chengdu, Shanghai, and Sanya are the three most popular cities for hotels.
Shanxi ValuesThe gradual warming of the climate and the orderly inoculation of vaccines in many parts of the country are believed to be good for the continued recovery of the domestic tourism market. The foreign epidemic situation continues to show no obvious signs of improvement, mutated strains or weakening of the effect of existing vaccines, and other factors continue to guide the return of tourism consumption, and we are optimistic about the continued growth of tax-free business performance. In the short term, national scenic spots, hotels and other industries that were most severely affected by the epidemic last year will see a significant improvement in their performance this year. In the medium and long term, we are optimistic about tax-free and leisure tourist attractions with growth advantages This year is expected to be a year in which the hotel industry moves out of the U-shaped curve and continues to improve its performance.
Eastern valuesThe catering and tourism industry is believed to have entered a recovery channel and remains the main window period for optional consumer design, Standing at the present time, continue to strongly recommend the long-term white horse, Short-term performance is expected to continue to improve (Hainan tax-free promotion, artificial scenic area extension projects, outdoor performances, etc.), see the long-term leader still has a strong extension growth logic and expansion, continue to recommendSongcheng Performing Arts、Guangzhou restaurantAnd the hotel tapHotel BTG. At the same time, among the objectives of the scenic location, it is recommended to pay attention to the current low valuations and wait for the relevant objectives that benefit from the background of the internal economic circulation. We recommend Songcheng Performing Arts,CYTS, Mount Emei A,Huangshan Tourism、Three special cable carsWait.
The CITIC Securities research report noted that, with recent market adjustments, the limited-service and duty-free hotel sector has seen more callbacks, but fundamentals are actually stable. It is recommended to allocate on the downturns.Individual stocks are encouraged to choose high prosperity tax-free leaders who benefit from the return on consumption, such asFree chinaContinue assigning related objectives in the fields of restoration and local life, such as Meituan-W, Haidilao, Jiumaojiu, etc. At the same time, it has presented opportunities to repair the prosperity of travel, leading hotel chain brands such as China Lodging Hotel,Hotel Jin Jiang, BTG Hotel, as well as Songcheng Performing Arts and CYTS, which are representative targets of leisure travel.
Sina Statement: This news is a reprint from Sina Cooperative Media. Sina.com published this article for the purpose of transmitting more information and does not mean that I agree with their views or confirm their description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.
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