眾信旅遊(002707.SZ):新冠疫情將對一季度業績產生影響 但多因素有助公司全年業績修復
格隆匯2月4日丨眾信旅遊(002707.SZ)午間迴應新冠疫情影響。根據文化和旅遊部的通知及北京市文化和旅遊局的統一部署,公司國內旅遊團組已於1月24日起停止發團,公司出境旅遊團組已於1月27日起停止發團,同時為已報名的遊客,辦理延期、退團退費手續。即自2020年1月27日起,公司暫停經營團隊旅遊及“機票+酒店”旅遊產品。此次疫情不可避免地將對公司2020年第一季度業績產生影響。
同時,公司強調,在此次疫情中,公司也看到了行業整合和發展的機會。公司管理層認為以下四個因素會對公司全年業績修復帶來積極正面影響:
一、疫後旅遊市場反彈。因有抗擊“非典”的經驗,針對此次疫情國家採取了嚴格有效的防控措施,公司堅信此次疫情對旅遊行業的影響週期將會比“非典”短。預計公司業務二季度將逐步起穩,三季度是暑期旺季,三季度或最遲四季度將迎來業務需求的充分釋放和反彈。
二、此次疫情將使旅行社行業進一步整合,行業的集中度進一步提高。公司將加快零售業務拓展速度,加快全國佈局,特別是低線城市佈局。
三、在本段時間與各供應商的溝通中,公司已經開始制定疫情過後的產品計劃和資源採購計劃,佈局增速較高的環節和市場。除了原有產品的優化升級,特別加快適合年輕人、家庭團組需求的新產品的開發和打磨,儲備資源,做好業務恢復準備。
四、今天的眾信旅遊除了擁有旅遊批發零售、整合營銷服務業務,更是一直在堅持實施“從旅遊到旅行”的發展戰略,將業務觸角延伸至遊學、移民置業、貨幣兑換、購物退税、海外資源運營等與旅行相關的諸多領域,並已經取得了較好的成績。春節復工後,公司將加強課程體系研發,對全體員工進行線上培訓;加快產品研發;加快技術系統的開發和應用,為疫情過後的業績爆發積蓄力量。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.