國信首席曾光 | 最悲觀時刻已過,進入低基數復甦週期#格隆彙集結令·2022夏季展望

今年1-2月行業略復甦,但3-5月疫情反覆下再承壓,5月底逐步緩和重啟復甦。鑑於此,社服板塊呈現V型震盪起伏。1-2月因復甦預期強化表現突出,春節後一週上漲9%,但3月因疫情和外圍局勢影響,權重股大幅回調,5月底隨跨省遊熔斷政策調整板塊開始反彈。
據工信部網站消息,6月29日起取消通信行程卡“星號”標記,國內疫情形勢逐步走好,暑假+畢業季是旅遊的旺季,各地防疫政策將不斷放寬。旅遊及相關消費板塊行業有望借暑期旺季快速恢復常態化運轉,短期板塊將迎來估值修復行情。但隨着行情深入,接下來逐季的經營驗證也將日益重要。
l 2020年以來社服板塊的行情是什麼樣的?
l 社服板塊目前的基本面特徵是什麼?
l 未來行情的演進特徵是什麼?
對於以上的問題,7月24日(週日)上午10:00國信證券社會服務行業首席分析師曾光先生將為為您帶來專業的解讀。
會議主題:
最悲觀時刻已過,進入低基數復甦週期
重磅嘉賓:
曾光,國信證券經濟研究所所長助理,大消費組組長兼社會服務行業首席分析師,浙江大學經濟學碩士,2006年起從事大消費行業二級研究至今已16年,2008-2021年連續14年獲得“新財富”社會服務業最佳分析師稱號以及其它權威評選最佳分析師榮譽,央視財經頻道常駐嘉賓。
直播看點:
1、2020年以來社服板塊行情覆盤
2、目前階段的基本面特徵
3、未來行情的演進特徵
直播時間:
2022年7月24日上午10:00
觀看直播:
觀看直播請至格隆匯APP直播間& 格隆匯APP微信視頻號直播間

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