瑞銀:中國出境遊將按季好轉 續看好中國旅遊、酒店及免稅行業
瑞銀證券中國休閒及交通運輸行業研究主管陳欣表示,根據中國文旅部資料顯示,今年五一假期(4月29日至5月3日)國內遊客量達2.74億人次,實現國內旅遊收入1,481億元人民幣,按可比口徑恢復至2019年同期119%/101%,好於預期。但值得注意的是,人均旅遊消費僅恢復至2019年的85%。
資料顯示,五一假期期間出境航班量恢復至2019年同期40%左右,亞洲國家及地區為出境遊客的主要目的地。航班管家資料顯示,東南亞主要目的地航班量恢復至疫情前水準的41%-58%。內地遊客入境香港人數為62.5萬人次,恢復至2019年同期63%;澳門入境旅客達48.1萬人次,為2019年的76%。白雲機場日均出入境客流量恢復至2019年同期約46%。
陳欣預計,受益於日本及歐洲的簽證政策持續放鬆及航班量增加,中國出境遊的恢復情況將逐季好轉;國內遊收入及人均消費有望隨著宏觀經濟的回暖而持續復甦,並繼續看好中國旅遊、酒店及免稅行業。
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