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A股異動丨支持政策持續發力,冰雪旅遊板塊普升,大連聖亞、長白山領升
格隆匯 12-26 09:37
A股市場冰雪旅遊板塊普升,大連聖亞升4%,長白山升超3%,中興商業、晶雪節能、三夫户外升超2%,英派斯、冰山冷熱、龍江交通升超1%。中金公司發文稱,政策支持下看好冰雪經濟高質量發展、成為擴大內需重要增長點。近期一系列冰雪經濟支持政策發佈,兼顧供給端的提質升級與需求端的直接刺激,且強調產業鏈協同合作,有望促進冰雪經濟高質量發展。同時各地政府大力推動冰雪消費發展,如哈爾濱政府一系列舉措帶動“爾濱”成功出圈。看好冰雪旅遊消費熱情持續釋放和頭部目的地發展潛力。2025年2月將於哈爾濱舉辦亞洲冬季運動會,疊加11-12月以來促進冰雪旅遊相關政策發佈,看好冰雪遊消費熱情持續釋放。(格隆匯)
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