A股異動丨旅遊酒店板塊拉昇走高 今年國內旅遊有望出現較快幅度的復甦
格隆匯3月12日丨旅遊、酒店餐飲板塊盤中大幅拉昇,大東海A強勢漲停、騰邦國際大漲8.43%、西域旅遊和華僑城A漲逾6%。中國旅遊研究院預計,2021年,國內旅遊人數將達41億人次,國內旅遊收入達到3.3萬億元,分別比上年增長42%和48%。在新冠疫苗普及較為順利、疫苗有效性相對樂觀的情況下,入出境旅遊市場有望在下半年有序啟動,全年恢復至疫前的三成左右,其中接待入境遊客同比增長超五成;實現國際旅遊收入同比增長超六成五;中國公民出境旅遊人數可望同比增長達七成。萬聯證券指出,短期來看,受壓抑的旅遊需求轉向國內市場,景區、酒店業績改善明顯,看好各細分板塊佈局國內旅遊市場的龍頭企業,尤其看好酒店、券景區、旅行社等彈性大的板塊龍頭。中長期來看,看好具備:優質成長性的免税、演藝主題公園板塊龍頭。

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