A股異動 | 旅遊股集體大漲 國民旅遊休閒發展綱要印發 行業企穩反彈
格隆匯7月20日丨旅遊股集體大漲,A股新智認知漲近10%,西域旅遊漲5%,麗江股份、首旅酒店、宋城演藝漲4%,天目湖、中青旅、錦江酒店、眾信旅遊漲3%;港股華住集團漲6%,攜程集團漲5%,復星旅遊文化、同程旅行、香港中旅漲2%。經國務院同意,國家發展改革委、文化和旅遊部18日聯合印發《國民旅遊休閒發展綱要(2022-2030年)》。《綱要》提出部署培育現代休閒觀念、保障旅遊休閒時間、優化旅遊休閒空間、豐富優質產品供給、完善旅遊休閒設施、發展現代休閒業態、提升旅遊休閒體驗、推進產品創新升級、持續深化行業改革、不斷加強國際交流等10項重點任務。山西證券認為,短期來看,國內疫情防控形勢總體向好,跨省遊、跟團遊有序復甦,旅遊市場信心提振。中長期來看,疫情控制情況以及新冠特效藥研發落地進程決定行業企穩反彈情況。建議關注1)業績修復為主的休閒景區標的;2)增長確定性標的;3)處於週期底部標的。


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