旅游酒店业 | 政策持续加码旅游酒店业，看好行业未来发展空间
自疫情爆发以来，包括旅游酒店业在内的服务行业等均受到极大的影响。随着国内疫情逐渐得到控制，旅游业也逐渐放开管控，景区当地政府也出台相应的支持举措，来帮助旅游酒店业恢复元气。
4月5日下午，厦门市出台《关于进一步促进旅游会展住宿餐饮业健康发展的通知》，鼓励A级景区实施免费开放，除按规定暂缓恢复开放的景区、景点外，2020年6月30日前，国有A级景区向市民游客免费开放，鼓励非国有A级景区参加免费开放活动。
在此之前，全国各地已积极开展了多项刺激旅游消费举措。
1、全国景区陆续放开，政府加码旅游业
随着疫情逐渐好转，全国各地的娱乐行业逐渐放开。早在3月16日，我国已有3714家A级旅游景区恢复营业，复工率已超过30%。
政府方面也在刺激消费出行方面，做足了功课。
浙江省文化和旅游厅出台政策，面向游客发放10多亿元文旅消费券。
常州市正式出台促进旅游消费的八项措施，包括受疫情影响较大的文旅企业向金融机构申请流动资金贷款，可获得政府的贴息补助；推出了3000万元“常州旅游消费券”，游客可在线上领取消费券，用于常州景区门票、餐饮住宿等消费补贴。
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另外一幅场景，安徽黄山景区现场开启了“人从众”模式，下图可以看到安徽黄山景区迎来了堪比国庆节的人流爆发盛况。只是，疫情还没彻底结束，带好口罩，谨防疫情再度传播才是真理。
2、五一长假或成为2020年的第一个出游高峰
飞猪数据显示，清明假期火车票和景区的预订量环比1周前增长超100%，多数预订为省内车段，酒店预订量环比增长约30%。而从实际观察的情况来看，很多景区也确实在清明节迎来了一阵巨大的人流量。
同程艺龙根据平台用户的机票、火车票、酒店、景区门票五一的搜索量分析发现，部分热门城市的五一关注度同比大幅上升。同程艺龙预测，如果国内疫情持续控制稳定，五一期间的5天长假或将成为2020年的第一个出游高峰，部分疫情低风险区域旅游复苏明显。
所以，随着疫情的逐步好转，同时注意防范的情况下，景区酒店业回归正常轨道，便指日可待。
3、关注旅游酒店业相关龙头公司复苏情况
兴证券食品饮料最新观点认为，一季报后，投资者可以重点关注餐饮、酒店、免税龙头公司复苏行情。虽然上周传出巴菲特减持航空股消息，且航空股股价大跌。但随着国内疫情早于全球得到控制，国内旅游、酒店将率先复苏。
中金表示，看好受国内外疫情影响较小，可保持稳健增长的标的；此外，长期看好文旅创新业态以及具有稳定盈利模式的标的。
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