出入境政策優化!旅遊觀光股集體走強,攜程集團、同程旅行均漲近4%
旅遊觀光股今日集體走強,截至發稿,香港中旅漲超4%,攜程集團、同程旅行漲近4%,中國中免漲1%。
國家衛健委26日晚發佈《關於對新型冠狀病毒感染實施“乙類乙管”的總體方案》。將新冠肺炎更名爲新冠感染,1月8日起實施“乙類乙管”。取消入境後全員核酸檢測和集中隔離,有序恢復中國公民出境旅遊。國家移民管理局自2023年1月8日起優化移民管理政策措施。有序恢復受理審批中國公民因出國旅遊、訪友申請普通護照,恢復辦理內地居民旅遊、商務赴港簽註。
多個疫情前大熱的出境目的地,在2023兔年春節時段的搜索熱度開始顯著增長。數據顯示,中國澳門、中國香港、日本、泰國、韓國、美國、新加坡、馬來西亞、澳大利亞和英國,成爲搜索量增長最快的前十名目的地。
旅遊板塊獲機構青睞
中信證券指出,預計隨着各個城市疫情逐步過峯,居民出行意願將快速提升,出行經濟進入修復快車道。參考海外消費復甦與客流修復水平,客流修復將在未來一段時間內主導消費復甦的節奏,建議關注現階段客流水平處於底部即將受益於出行需求復甦的服務行業,如旅遊、免稅、酒店、餐飲等。
中金認爲出境遊復甦需要以下幾個條件:1)入境隔離政策的進一步優化;2)熔斷政策的調整帶來的航班運力端的恢復,CAPA數據顯示目前中國國際航線ASK僅恢復至2019年同期的10%;3)護照簽發、簽證辦理迴歸常態化。出境遊爲攜程集團的業績修復提供重要驅動力。對於受益的個股方面,中金髮布研究報告稱,維持攜程集團-S「跑贏行業」評級,目標價334.9港元。
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