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《大行報告》大和料美團-W(03690.HK)及攜程(TCOM.US)可受惠國內旅遊需求強勁
阿思達克 10-06 11:37
大和發表報告表示,據國家文旅部統計,中秋及國慶黃金周首三天假期(9月29日至10月1日),國內旅遊總人數達3.95億人次,較去年同期升75.8%,國內旅遊收入3,422.4億人民幣,較去年同期升125.3%。該行認為攜程(TCOM.US)是強勁的國內和出境旅遊需求的主要受益者,料出境旅遊運力的進一步放鬆是公司今年第四季度關鍵催化劑。該行亦看好美團-W(03690.HK),因料公司於今年下半年到店、旅遊和酒店收入將受益於國內酒店的強勁需求,對兩股均予「買入」投資評級。 根據中國文化和旅遊部預測整個中秋黃金周假期中國境內旅遊人數將達到8.96億人次,按年增長86%,並預計遊客消費7,825億元人民幣。若對比2019年同期,當時中國出境旅客達6.95億人次,總消費達6,497 億人民幣。因此據國家文旅部預測2023年國慶黃金周遊客消費可能較2019年增加逾20%,2023年國慶黃金周遊客人數可能比2019年增加29%。 大和表示,攜程於9月27日曾表示今年黃金周期間,中國內地的海外旅行預訂量較2022年同期增長近20倍。與此同時,國內旅行預訂量激增四倍以上。據交通數據分析平台DAST數據顯示,9月29日至10月4日,出境遊運力已恢復至54%至62%,該行認為韓國、泰國、日本和歐洲是最受中國遊客歡迎的目的地之一。
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