港A旅遊股集體上漲 端午臨近及多地促消費 旅遊市場有望復甦
格隆匯5月30日丨旅遊股集體上漲,港股同程旅行漲5.8%,攜程集團-S漲3.4%,粵運交通漲2.8%;A股西域旅遊漲6%,中青旅、天目湖、曲江文旅漲超3%。5月27日,攜程披露的數據顯示,近一週本地、周邊旅行產品的預訂量環比增長近20%。大摩發研報指,內地酒店的平均客房收益(RevPAR)自3月中旬開始已有改善,上海將於6月放寬封城措施,相信即將到來的瑞午節及暑假有助旅行需求恢復。此外,端午假期平均機票價格較五一假期上漲28%,長三角城市羣旅遊市場復甦跡象明顯。此外,隨着國內疫情好轉,多地促消費政策頻出。其中,上海將在6月1日至6月中下旬,發佈《上海市加快經濟恢復和重振行動方案》,對餐飲、零售、住宿等等困難行業企業給予一次性穩崗補貼。


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