In the first half of the year, the tourism industry was still making money.
Author:Securities daily Time:2022.08.19
Reporter Yin Fengfeng
For most tourism companies, the results of the first half of this year are still unsatisfactory.
On August 18, the 2022 semi -annual report disclosed by Qujiang Cultural Tourism showed that the company achieved operating income of 449 million yuan in the first half of the year, a year -on -year decrease of 28.87%; and a net loss of 85.1359 million yuan.
"Judging from the semi -annual report and performance trailer of tourist listed companies that have been disclosed, the performance of tourist listed companies in the first half of the year has almost lost money." It is mainly the impact of factors such as epidemics. At the same time, tourism -related hotel catering companies also face greater performance pressure.
"For tourism companies, during the trough of the industry, it is also a good time for enterprises to accelerate innovation and transformation. Enterprises must actively plan to reserve high -quality cultural tourism products to develop momentum for the market to return to normal." Zhang Yan, director of the Research Center, told the Securities Daily reporter.
Tourism companies' performance "bleak"
For tourism companies, the performance of the first half of this year can be described as "bleak".
"Securities Daily" reporter sorted out and found that outside Qujiang Cultural Tourism, Xi'an's tourism loss was 53.9793 million yuan; Lijiang's shares lost 53.4197 million yuan; Jiuhua's tourism loss was 32.923 million yuan; Zhongxin tourism expected to lose 75 million yuan to 100 million yuan; ST Caesar is expected to lose 130 million yuan to 130 million yuan; Huangshan Tourism is expected to lose 150 million yuan to 215 million yuan ...
"The cause of losses in tourist listed companies is not only due to the reduction of the liquidity of cross -provincial tourists due to the epidemic, but also an important factor in the impact of the normalization and control policy of local governments. In addition, affected by the epidemic, the unstable income of residents has also reduced part of a part of a part of Human consumption expectations. "Qu Fang said that from the perspective of the tourism subdivision industry, tourism in the scenic area is the first to be a brunt. Most of the tourist attractions listed companies in the first half of 2022 decreased by more than 50%compared with the same period last year.
Data show that in the first half of 2022, Huangshan Scenic Area received only 333,600 tourists entering the mountain, a year -on -year decrease of 65.99%; Lijiang's three ropeways received a total of 514,500 tourists in the first half of the year, a year -on -year decrease of 61.70%.
The "Tourism Hot Report in the First Half of 2022" released by the China Tourism Research Institute shows that the overall tourism popularity of tourism in the first half of 2022 fell, and the popularity of tourism rose in June, and the number of tourists resumed to 60%of the same period last year, becoming a watershed in the contraction and recovery of passenger flow.
"From the perspective of this summer tourism, the tourism industry is expected to be strong." Zhang Yan said that although there is still an impact of an epidemic, the recovery trend of the tourism market in the second half of this year is relatively obvious.
It is understood that since the summer, tourism in Huangshan Scenic Area in Anhui has accelerated its recovery. In July, Huangshan Scenic Area received 23,5935 tourists, an increase of 19.73%over July last year and 136.27%over June this year. Among them, 17,632 tourists were received on July 30 (Saturday), and the number of receptions in the establishment of the scenic spot this year was new.
"Driven by the summer tourist season, compared with the early July, the number of tourists under the company's scenic spots has increased significantly, especially the company opened the" Changan Xia Weiliang -20122 Qujiang Cultural Tourism Summer Festival 'on July 23. After the series of theme activities, the number of tourists in various scenic spots increased significantly, "said the relevant person in charge of Qujiang Cultural Travel.
"Overall, the tourism industry is still in a trend of recovery. It is expected that the performance of tourist listed companies in the second half of the year will improve compared with the first half of the year." Qu Fang said.
Dongguan Securities also pointed out that the trend of travel repair in the second half of the year will not be changed.
Enterprise actively changes
"In fact, for tourism companies, at this time, it can lay the foundation for the development of the post -epidemic era by doing a good job of talent reserves, resource reserves, product innovation, and strategic transformation." Zhang Yan said.
According to a reporter from the Securities Daily, many tourism companies have actively seek change and practice internal skills.
For example, in the first half of this year, Qujiang Cultural Tourism integrated the homogeneous business resources, hotel resources, performing arts resources, etc., set up a strategic development center, performing arts management center, scenic area operation management center, brand marketing center, etc. Large centers, establish a market -oriented management mechanism, continuously strengthen core business operation capabilities, and empower the acquisition of incremental resources. At the same time, Qujiang Cultural Tourism has continuously accelerated the pace of "going global" and continued to promote the industrial sectors of cultural tourism to keep up with the Group's strategic attack and seek cooperation, and promote brands such as scenic spots, cultural tourism performances, festivals and other brands out of Xi'an.
It is understood that the Qujiang Cultural Tourism Holding subsidiary Wenzhou Yandangshan Quwen Tourism Development Co., Ltd. is currently promoting the project in Yandangshan, a national scenic spot. Improve project cooperation. Through the multi -directional industrial layout, the company realizes the output of core operation management capabilities, and further expands the main business.
"Securities Daily" reporter learned from Xi'an Tourism that Xi'an Tourism actively promoted the transformation and upgrading of the travel agency sector, integrating the company's industrial development elements and tourism resources, and creating a diversified science travel integration project. At the same time, the Intelligent Travel Branch is the company's innovation business incubation platform, set up the "Western Travel Research Division", coordinates the two research business departments of Xi'an Overseas and Xi'an China Traveling, and continues to be the brand of Daxi Travel Research.
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