A股異動丨旅遊股再度走強 日前國務院印發《“十四五”旅遊業發展規劃》
格隆匯1月28日丨旅遊股再度走強,九華旅遊和嶺南控股漲停,黃山旅遊、張家界和西安旅遊漲近8%。

國務院上週印發《“十四五”旅遊業發展規劃》。《規劃》明確,打造一批智慧旅遊城市、旅遊景區、度假區、旅遊街區,培育一批智慧旅遊創新企業和重點項目,開發數字化體驗產品,發展沉浸式互動體驗、虛擬展示、智慧導覽等新型旅遊服務,推進以“互聯網+”為代表的旅遊場景化建設。
東莞證券稱,2022年春節期間旅遊市場或較2021年同比改善。長期來看新冠肺炎呈流感化趨勢,民航局十四五規劃指出力爭在2023年逐步恢復出入境遊,疫情受控預期較高。建議謹慎關注旺季到來海南遊客數量明顯回暖、中長期受消費升級和消費迴流利好。
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