Industry Vane | Dilemma is coming!The tourism industry welcomes policies and good prospects

Recently, intensive policies and good news about the tourism industry have continued!

A few days ago, the five departments such as the Ministry of Culture and Tourism publicly solicited opinions on the management measures of border tourism, canceled the "border tourism project approval", and put the "examination and approval of the border travel of the travel agency" to the provincial tourism authorities, and required relaxation of border tourism control. Dean Dai Bin of the China Tourism Research Institute said that with the accumulation of policy reserves, pressure testing, and accurate prevention and control experience, China's entry and exit tourism market ushered in a steady recovery and gradual recovery window period at the end of the year. Essence

Sanya, which was seriously affected by the epidemic, was currently resumed in order to restore all its scenic spots. All 10 outlying duty -free shops were restored. The Hainan Provincial Department of Commerce issued 70 million yuan of outlying tax -free, catering, retail and other consumer coupons at Haikou and Sanya. At the same time, according to the data of Qunar, the economic class price of the No. 1 route has soared to the full price.

The analysis of Dongguan Securities pointed out that considering that the residents' concerns about the epidemic gradually faded, the entrance tourism market at the end of the year is expected to usher in the window period where steady recovery and gradual recovery, and the policy relaxation is good.

Guojin Securities also stated that the 11th tourist revenue base was low in 2021. At the low base of last year, it is expected that the national tourism income in the 11th holiday this year is slightly improved, which facilitates the recovery of the tourism market.

Here, by integrating the latest research report information of more than 10 brokerage firms such as Tianfeng, Anxin, Guoxin, it brings 4 companies to fans and friends for reference only.

1. Zhongxin Travel

As one of the country's largest tourism wholesalers, the company has more than 2,000 agent customers and tens of thousands of cooperative business outlets. It is the main supplier of many online and offline retail travel agencies. Under the influence of the epidemic, the company actively meets the needs of tourists to expand domestic travel products and services, develop new formats such as research and research tourism, outdoor tourism, deploy outbound tourism resources in advance, and accelerate the digitalization process, expand channels to expand the market, and are expected to increase business revenue and profitability level Essence -BOCC International

2. Tianmu Lake

Tianmu Lake is rare in China with three major qualification certifications of "National 5A Tourism Scenic Area", "National Ecological Tourism Demonstration Zone" and "National Tourism Resort". The company has continued to build night parks for many years. In recent years, the economic market size has gradually expanded. This night's night park is driven by track growth+multi -factors. Revenue is expected to achieve breakthroughs. Looking forward to the future, the company's scenic spot has begun to expand the scale of commodity sales through bamboo shoot ice cream and panda derivative products. In the future, the second consumption is expected to drive the revenue of the scenic area to rise. --Minsen Securities

3. China Zhongtuo

The construction of Hainan Free Trade Port is one of the important national strategies, and Hainan positions the "International Tourism Consumption Center". Before 2025, Hainan will launch the closing operation in a timely manner. The "zero tariff" policy after the customs clearance is expected to be fully rolled, or it will promote Hainan to become the world's leading retail place. The company is an absolute leader in the domestic duty -free industry. It has a significant advantage and significant scale. With favorable policy support, Hainan's business growth is expected, and traditional businesses such as ports are waiting to recover. -Harian Securities

4. Junting Hotel

The company deeply cultivates the field of high -end hotels, adheres to the operating model combining direct operation and commission management, and refined to polish its differentiated products. By acquiring Junlan and Jing Lan to further improve the product matrix. And through the side by side of the assets, it has opened a large -scale layout radiated from East China to nationwide. Jun Ting broke through the bottleneck of the scale through mergers and acquisitions, from the region to the whole country, and the high -end and high -end of the card form a differentiated brand matrix, conforming to the industry's structure upgrade trend, and the future recovery cycle of the industry and the continued increase in tourism vacation. The company is expected to turn brand potential energy into high performance growth. -BOC International, Northeast Securities

Daily Economic News

- END -