Being good!A shares challenged 3400 points, aviation stocks took off to welcome the "summer movement", and Hong Kong stocks also rose sharply!

Zhongxin Jingwei June 27th (Zhang Yinan Fu Jianqing) Entering summer vacation less than three weeks, aviation stocks also welcomed the "summer fortune". On Monday, A shares and Hong Kong stocks were generally rose. Institutions analyze that the airline is optimistic about the summer air market, aviation is expected to usher in a round of growth cycle, and the summer season is available.

Aviation stocks "take off"

In the early morning of Monday, A shares fluctuated, and the 3,400 -point mark was about to challenge, and the northbound funds were actively entering. In terms of sectors, lithium ore, catering tourism, coal, rare earth, liquor, car, vehicle, vaccine, construction machinery, aviation sector lead.

It is worth noting that A shares and Hong Kong stocks have risen to welcomes the "summer movement".

Source: Wind screenshot

As of the afternoon closing on the 27th, Baiyun Airport rose 8.54%, Shanghai Airport rose 5.20%, and China National Airlines rose 4.10%. rise.

Among Hong Kong stocks, China National Airlines rose 6.15%, China Oriental Airlines rose 4.73%, and China Southern Airlines shares rose about 3%. The tourism sector also rose sharply. Ctrip Group-S rose 7.33%in half a day, and the Tongcheng trip rose more than 6%.

Summer tourism market heating up

In the past week, Hubei, Qinghai, Ningxia and other places have resumed cross -provincial tourism in many places. The advent of the "graduation season" and the recovery of multi -provincial tourism have brought the summer tourism market to rise.

According to data provided by Ctrip June 24, as of June 21, the week -on -week period of inter -provincial and group tour booking was increased by 291%in the summer of the summer. The average monthly order volume has exceeded the same period last year.

The "2022 Summer Travel Trend Forecast" recently released by Tuniu Tourism Network also mentioned that this summer vacation, with the adjustment of the inter -provincial tourism "melting" mechanism and the needs of parent -child vacation and graduation travel, the tourism market has shown a faster tourism market. The situation of recovery.

Booking data shows that parent -child families are one of the main customers of summer travel, accounting for 32%. In terms of user age, middle-aged and young people are the main consumer for summer travel. Among them, the age of 26-35 accounted for 47%, and the proportion of adolescents 25 and below also reached 19%.

The International Aviation Transportation Association (IATA) predicted last Monday that despite the slowdown of the global economy, the aviation industry will resume profitability next year due to the suppressed travel demand.

In terms of the number of flights, from early June, the number of domestic passenger flights has steadily recovered and increased. The statistics of the flight butler "National Civil Aviation Daily Daily" show that after the number of domestic passenger flights exceeded 7000 classes on June 12, it will hit another new high on June 19th. The number of domestic passenger flights reached nearly 8,200.

Anxin Securities Research Report mentioned that domestic flights have resumed to the top 50 to 60 % of the epidemic. Recently, cross -provincial tourism has continued to let go, and the control policies of the epidemic control in various places will be relaxed. Domestic routes are expected to accelerate recovery. It is expected to recover quickly, and at the same time suppressed travel needs are expected to be released during the summer. In addition, the market -oriented reform of civil aviation fare opens up the price increase. The fare of the supply and demand definition of the inflection point is up, and aviation is expected to usher in a round of growth cycle.

Guoxin Securities also mentioned that this year's summer transportation is the first peak season observation period after further optimization of epidemic prevention measures. The prosperity of the second half of the industry is worth looking forward to. In the end, the civil aviation industry will bloom again. If there is one day to choose to open, the civil aviation freight rate is elastic, and its performance is expected to hit a record high.

According to the analysis of China Merchants Securities Report, if the epidemic does not have a large scale, domestic demand is expected to recover quickly, and the summer season can be expected; at the same time, it is expected that the international line will be proceeded in an orderly and steadily at the requirements of the prevention of epidemic prevention. The performance comes is more than expected.

ETF is officially included in interconnection

In addition, at noon on the 27th, the HSI unilaterally increased by 3.15%for half a day to regain the 22,000 points. The Hang Seng Technology Index rose 5.74%, and the Hang Seng State -owned Enterprise Index rose 3.38%. The hotspot sector rose across the board, and the mobile phone industry chain, gaming, and sporting goods sector were dazzling.

Hong Kong Stock Connect Consumption ETF (513960) opened the market. Among the ingredients stocks, Haidilao, Jinsha China Co., Ltd., Bosideng, Jiu Maojiu, Li Ning and other stocks rose. As of press time, Hong Kong Stock Connect Consumption ETF turnover exceeded 56 million.

On June 24th, the China Securities Regulatory Commission formulated and issued the "Announcement on the Integrated Fund Integrated Fund Integrated Fund in Connect", which was implemented from the date of release. The announcement of this announcement means that the transaction open -type fund (ETF) is officially included in the interconnection. The Shanghai and Shenzhen Stock Exchange and Zhongdeng Company also issued relevant announcements at the same time.

Chen Li, chief economist of Chuancai Securities and Director of the Institute, told the "V Guan Finance Report" (WeChat ID: VG-View) that this ETF interconnection will inject vitality into the market on both sides. For A shares, ETF interconnection has reduced the threshold for foreign investment in the Mainland, and it is expected to catalyze more foreign capital flows to the A -share market.

Chen Li believes that as ETF is included in interconnection, it will bring more incremental funds to the A -share market, especially in the context of overseas tightening and relatively loose domestic policies, RMB assets are more attractive. Foreign capital will undergo foreign capital. It is expected to further flow to the domestic market in half a year, and the proportion of institutional investors is expected to be further increased. For institutions, it is recommended to pay attention to listed companies included in important broad -foundation products such as 300ETF, 50ETF, and GEM ETF. Yang Delong, chief economist of Qianhai Open Source Fund, said in an interview with the "V View Finance Report" that ETF's incorporation in interconnection is of great significance to Hong Kong stocks, which is conducive to increasing funds flowing into Hong Kong stocks. In this case, if there is an incremental capital inflow, it may play a great role.

Yang Delong suggested that you can actively pay attention to some low -valued blue -chip stocks and technology, Internet and other directions of Hong Kong stocks. For A -share investors, it will attract some foreign capital to buy A shares ETFs, increase incremental funds in the A -share market, and help the A -share market conditions.

British Securities Li Daxiao analyzed that from the perspective of scale, A -share ETFs are larger than Hong Kong stock ETFs. The same incremental funds enter the market will have more obvious impact on Hong Kong stocks. The measures are favorable to the markets between the two places, and the reaction of Hong Kong stocks will be more strong. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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