19 listed travel companies in the first half of the year have lost their overseas travel overseas tourism

Reporter Li Qiaoyu

As of now, the performance of listed travel companies has been disclosed. Data show that under the classification of Shenwan Industry, all 19 listed travel companies in the scenic spots and tourism sectors lost all their losses in the first half of the year. Of these, 10 companies have achieved profitability in the same period last year.

"The general losses of A -share listed tourism companies are expected, which is a common phenomenon in the industry." Cheng Chaolong, chief researcher of the Tongcheng Research Institute, told the Securities Daily reporter that the three major regional economic centers in my country have rebounded in a local epidemic. The most difficult time since the epidemic. From a structural point of view, the A -share listed tourism company is mainly distributed in the two major sections of cultural tourism (including scenic spots, tourism performing arts and its related industries) and travel agencies. Inspiration, losses are inevitable.

Listed travelers' losses across the board

According to the Central China Tourism Semi -annual report, in the first half of 2022, affected by the rebounding of cities such as Beijing, Shanghai and other cities and stricter epidemic prevention policies, the company's operation continued to be under pressure. During the reporting period The fixed cost compression space such as amortization is limited. During the reporting period, the net profit attributable to shareholders of listed companies was-205 million yuan. In the same period last year, the company realized a net profit attributable to shareholders of listed companies of 33.6239 million yuan.

In the first half of this year, the Wuzhen Scenic Area and Gubei Water Town, a subsidiary of China Youth Tour, temporarily closed the park. During the non -closed park period, the operation of the scenic spot was also severely impacted by the normalization and control of the epidemic. In the first half of 2022, operating income was 351 million yuan, a year -on -year decrease of 52.11%, and a net profit loss of 22 million yuan. In the same period, the company's hotel business and travel agency business were also impacted.

At the same time, the China Youth Travelored said that in the face of a complex and severe external environment, the company adhered to the general tone of work in stability, focused on operating production, strengthened refined management, and continued to reduce costs and increase efficiency.

Zhongxin Travel semi-annual report shows that in the first half of 2022, the company's total operating income was 126 million yuan, a year-on-year decrease of 59.60%; net profit attributable to shareholders of parent company-808.532 million yuan. Affected by the short -term impact of the epidemic, the company's operating income decreased compared with the same period last year, but benefited from strict control and control of various expenses and fixed costs. The company has the results in saving expenses. Continue to narrow.

In addition to the China Youth Tourism and Zhongxin Tourism, the remaining 17 listed travel companies also lost money across the board. "Compared with the same period last year, the impact of the epidemic in the tourism industry in the first half of this year was significantly more serious. The recovery process of the entire industry slowly slowed down in the second quarter, and multiple segments experienced the most severe moment since the epidemic." Cheng Chaolong said.

Although the performance of listed travel companies in the first half of the year is sluggish, it has performed well in the secondary market.

Data of the same blossom Shun showed that in the first half of this year, the Shanghai Stock Exchange Index fell 6.63%. As of the closing of September 1st, the Shanghai Stock Exchange Index fell 12.5%since this year; in the first half of this year, the Shenzhen Stock Exchange Index fell 13.2%. The index fell 21.17%this year; in the first half of this year, the GEM finger fell 15.41%. As of the closing of September 1, the GEM finger fell 23.74%. On the whole, the trend of attractions and tourist sectors surpassed the three major indexes. In the first half of this year, the attractions and tourist sector index rose by 28.86%. As of the closing of September 1, the attractions and tourist sector index rose by 8.68%.

Talking about the performance of listed travel companies in the capital market, Wei Xiang, a professor at the Institute of Finance and Economics of the Chinese Academy of Social Sciences, told reporters of the Securities Daily that the tourism industry is vulnerable to external factors, but the tourism industry can still achieve after the impact of the impact. Fast rebound, the capital market is optimistic about the recovery of the tourism industry, thereby raising expectations.

There are already overseas tourism for travel companies.

The summer parade has brought new vitality to the tourism industry.

From the perspective of the number of tourists in the summer tourism market, Tuniu data shows that the number of travelers in July this year has increased by 146%month -on -month. Since August, although an emergency epidemic has occurred in some popular destinations, the number of travelers in August still obtained 5 in July in July. The slight increase in a point.

Cheng Chaolong believes that the overall performance of the tourism industry this summer is slightly better than expected. After the repeated multiple -round epidemic, the tourism industry gradually formed a new strategy of "guerrilla warfare" and "fast withdrawal". On the whole, the overall recovery of this year's tourism industry may be slightly weaker than last year, especially in the first half of the year in the same period last year, but the recovery in the second half of the year may be slightly better than the same period last year.

In addition, the market's expectations for international tourism are increasing. At present, there are already listed travel companies to deploy the overseas tour market in advance.

In August of this year, Zhongxin Tourism announced that its high -end brand miracle trip became a special partner of the MSC Mediterranean Cruise 2024, which storage energy for the postponement era and welcomed new opportunities for cruise tourism development at any time. Zhongxin Tourism expressed his hope that the global route was used as the entry into the entrance, and the outbound tourism market resumed confidence.

Outside of the cruise market, the civil aviation market is also restoring overseas routes in an orderly manner. On August 22, Hainan Airlines announced on August 22 to resume Beijing's international routes to and from Manchester; on August 31, Auspicious Airlines announced that it is planned to open a route of Nanjing to Seoul in early October.

"Graduation restoration of international travel is one of the important links of the current domestic 'six stability and six guarantees' layout. Since July, the supply of international flights has gradually improved, and policies such as visas have become more and more scientific.Improved, the orderly opening of international travel in the second half of this year to the first half of next year is worth looking forward to. "Cheng Chaolong said.

Wei Xiang expects that in October this year and around the Spring Festival next year, the domestic tourism market may usher in a rebound.In terms of international tourism, entry travel may recover first.

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