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港A旅遊板塊復甦週期將至?

11月16日,港股開盤,旅遊板塊再度走高,同程旅行漲超5%,攜程集團漲超3%。 A股旅遊股高開,長白山、華天酒店2連板,西域旅遊、嶺南控股、張家界、麗江股份、曲江文旅等紛紛高開。消息面上,11月15日,文旅部發布通知明確提出,跨省旅遊經營活動不再與風險區實施聯動管理。跨省遊客需憑 Show More
11月16日,港股開盤,旅遊板塊再度走高,同程旅行漲超5%,攜程集團漲超3%。 A股旅遊股高開,長白山、華天酒店2連板,西域旅遊、嶺南控股、張家界、麗江股份、曲江文旅等紛紛高開。消息面上,11月15日,文旅部發布通知明確提出,跨省旅遊經營活動不再與風險區實施聯動管理。跨省遊客需憑48小時內核酸檢測陰性證明乘坐跨省交通工具。據悉,上述《通知》發布後,各大旅遊平台的旅遊產品搜索量明顯上漲。東莞證券表示,餐飲旅遊等出行鍊板塊右側確定性提升,旅遊出行信心有望逐步修復。
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    The recovery of the travel industry chain is imminent, and the recovery in consumption is already good news.On November 11, the Party Central Committee made 20 important arrangements to further optimize prevention and control work, emphasizing scientific and accurate epidemic prevention and control, and actively and steadily optimizing and adjusting prevention and control measures. The measures mainly include: 1) Adjusting entry policies, abolishing the blocking system for inbound flights, and clarifying that the standard for a positive entry test is a nucleic acid test Ct value <35. 2) Adjust the quarantine policy for high-risk groups, and adjust 7+3 management for high-risk groups (people entering the country closely) to 5+3, etc. 3) Abolish close assessment and management, abolish medium risk areas, divide high risk by unit buildings, no cases unblocked for 5 consecutive days, etc. 4) Strengthen efforts to rectify issues such as “one-size-fits-all” and hierarchical addition; strengthen service guarantees for blocked and quarantined personnel; and implement and optimize prevention and control measures in schools, enterprises and industrial parks. Adhere to external import defense and internal defense backlash, insist on unwavering dynamic clearance, and optimize and improve prevention and control measures according to the times and circumstances.
    Travel policies in many countries have been relaxed, resistance to domestic and overseas travel has been reduced, and global tourism revenue has recovered to 70% before the pandemic.The overall trend of immigration restrictions is easing, laying a solid foundation for the recovery of cross-border tourism. Domestic regulations in most countries have been relaxed, the “mask ban” is no longer enforced, and public transportation travel has been significantly and gradually lifted. Global international and domestic passenger traffic recovered to 68% and 87% respectively in 2019, and passenger traffic on some cross-border routes has completely recovered. The global occupancy rate has returned to 90% before the pandemic, and the short-term rental situation...
    Panoramic review of the overseas post-pandemic travel industry chain
    Panoramic review of the overseas post-pandemic travel industry chain
    Panoramic review of the overseas post-pandemic travel industry chain
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