A股異動 | 旅遊板塊走高 北京恢復跨省遊及機酒業務
格隆匯12月14日丨旅遊板塊走高,格力地產、西安旅遊、西安飲食漲停,三特索道漲8%,曲江文旅漲6%,天目湖漲5%,西藏旅遊、中青旅漲4%。12月13日晚間,北京文旅局發佈關於恢復旅行社及在線旅遊企業經營進出京跨省團隊旅遊及“機票+酒店”業務的通知。同程旅行數據顯示,消息發佈一小時內北京旅遊搜索量較前日同一時段上漲31%。東亞前海證券研報顯示,防疫政策的持續優化有效緩解對人員出行的限制,放大出行半徑,跨省遊有望逐步恢復,疊加元旦和春節假期將至,旅遊市場被抑制的需求有望迎來集中釋放。

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