港股異動 | 旅遊股走強 旅遊業開始走出淡季 兩會或帶來政策利好
格隆匯3月3日丨港股市場攜程集團和復星旅遊文化大漲近10%;A股市場中青旅和天目湖漲逾7%。有分析指出,近期全國各地氣温開始回升,隨着春季的到來,旅遊業開始走出淡季,以賞花踏春、户外徒步為主題的周邊遊、自駕遊開始升温。近日國家針對服務業恢復發展的政策出台,對受疫情影響較大的旅遊、餐飲、零售等行業給予支持,有望帶動行業的進一步復甦。此外,2017年以來,兩會政府工作報吿中多次提出要以擴大內需為基點,通過落實帶薪休假制度和完善旅遊設施及服務,釋放國內旅遊市場潛力以發展壯大旅遊產業。東莞證券認為,兩會召開在即,從近年兩會旅遊業相關工作任務來看,擴大內需是當前階段旅遊業發展的重要基點,預計免税業將憑藉具有競爭力的價格成為當前階段吸引海外消費迴流,擴大內需的重要名片,2022年兩會期間有望出台相應政策,進一步扶持我國旅遊免税業發展。


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