超4億人次出遊！收入超3000億元！國慶助力旅遊業復甦顯著
國慶假期已經過半，國內旅遊消費暴漲吸引市場眼球。
根據公開數據顯示，10月1日至4日，全國共接待國內遊客4.25億人次，全國實現旅遊收入3120.2億元。
同時，微信支付數據顯示，10月1日-3日，景區和酒店行業微信支付交易金額較五一增長83.3%和70.75%。
可以看出，在後疫情時期，國內迎來八天黃金週假期，人們對旅遊消費熱情高漲，旅遊業的反彈之勢較為可期。
“今年國慶中秋小長假期間，國內遊客規模將達5.5億人次...國慶中秋小長假期間旅遊人次可能達到6億人次。”——中國旅遊研究院
其中，隨着國慶旅遊的火爆，各大景區的在線預約成為這一特殊時期的必要手段，疊加各大在線旅遊平台的大規模補貼活動，在線旅遊平台也有望改善其基本面。
根據攜程大數據顯示，假期前四天，攜程在假期內提供超過10000家景區預約、遊覽服務，其門票預訂量全面超過去年同期，同比增長超過100%，創歷史新高，景區票量最高增長3706%。其中，部分景區來自攜程的遊客量達到去年的2～5倍，最高增長10倍以上。
此外，通過數據發現，截至10月4日，上海、北京、江蘇、湖北、四川、浙江、廣東、陝西、貴州、湖南十大省市景區的預約人數最多，成為今年“十一”景區旅遊的熱點地區。同時，從景區類型上來看，城市周邊、鄉村農家以及主題遊園是熱點出行目的地。
整體來看，雖然全球疫情嚴峻性依舊不容忽視，但隨着國內疫情得到有效控制，進入常態化，我國文旅遊市場也在逐步復甦（超過半數劇場已經開放，演出場次恢復到去年同期的近八成，全國旅行社復業率已達到75.72%），居民消費潛力不斷得到釋放，行業回暖顯著，也利於加快經濟內循環進程。
國泰君安表示，十一長假期間,旅遊持續復甦，繼續看好免税行業，政策催化下海南免税銷售數據增長強勁，同時國人市內免税店政策預期漸強。建議關注中國中免；餐飲行業龍頭公司恢復加快，建議關注美團點評、海底撈、頤海國際、九毛九等；酒店行業商旅明顯回暖，推薦各大酒店龍頭。景區行業優質個股，建議關注宋城演藝、天目湖、中青旅等。
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.
