What is the situation?The summer is here, and the tourism market recovers obvious

"It can be clearly felt that the high school entrance examination is a step and dividing line. After the entrance examination, the summer tourism market in the province in the province has shown a significant rebound. He Qun, the marketing director of Emeishan A (SZ000888, 8.66 yuan, market value of 4.6 billion yuan), told the Daily Economic News reporter on the phone.

According to He Qun's estimation, compared with the same period last year, more than 60 % of tourists in the Emeishan Scenic Area have recovered. For the tourism market in the second half of this year, He Qun believes that if the domestic epidemic is better prevention and control, it is optimistic.

Dispute by tourism and business demand has risen, and many online travel platform data show that recent tourism data such as air tickets and hotels have been greatly picked up. Today, Hong Kong stocks and A -share tourism and hotel sectors have obviously increased.

Zhang Dehui, chairman of Huangshan Tourism (SH600054, a stock price of 11.74 yuan, and a market value of 8.563 billion yuan), said in the fiery travel market that the new crown epidemic will affect tourism, but at the same time tourism has become a rigid need for ordinary people.

The domestic tourism market accelerates recovery, passenger flow rebounds

"In terms of passenger flow, after June, especially after the college entrance examination, our recovery situation is quite good, and even slightly increased than the same period last year." Today I told the reporter of "Daily Economic News".

Qingdu Tourism is a tourist company that relies on Qingcheng Mountain and Dujiangyan Scenic Area. It is mainly responsible for the operation of the ropeway and the operation of the tourist car business in the scenic area. The performance of the company is largely depends on the flow of people in the scenic area. At present, Qingdu Tourism is seeking sprint IPO.

Dujiangyan, Sichuan. Photo source: Photo Network-500946737

Regarding the growth of passenger flow, Qingdu Tourism analyzed that on the one hand, this summer is relatively hot, and Qingcheng Mountain and Dujiangyan are relatively cool. Many tourists will bring their children to the summer after the middle and college entrance examinations; on the other hand You can enter the scenic area with only green codes in low -risk areas. As long as the nucleic acid report is reported as negative in the middle and high risk areas, it can also enter.

In fact, in the current situation of the relatively stable situation of the epidemic situation, it has flexibly adjusted the epidemic prevention policy, which has also promoted the recovery of the tourism market. On June 28, the "New Coronatte Pneumonic Pneumonia Prevention and Control Plan (ninth edition)" was released, which requires that close contact and entry personnel isolation control time is adjusted from "14+7" to "7+3".

In addition, Hainan, Sichuan and other places have relaxed their epidemic prevention policies to Beijing and Shanghai.

For example, on June 22, Hainan once again updated the prevention policy for Shanghai. Except for the three districts of Baoshan, Jing'an, and Putuo, other districts in Shanghai were "non -immune -related areas." "Non -epidemic -related areas" personnel go to Hainan to check the nucleic acid report without compulsory inspection, and use the green code to perform the implementation nucleic acid. The above -mentioned three "general immune -related areas" personnel to go to Sanya, Haikou and other places need to provide 1 nucleic acid negative certificate within 48 hours. After landing, 3 heavenly home monitors are performed, and nucleic acid testing on the third day. Affected by this, the price of Shanghai tickets to Sanya has recently risen by more than 50%.

"At present, Hainan's tourism has also continued on the hot trend. According to data from Ctrip platform, as of 20:00 on June 27, Hainan's search heat continued to increase by 47%from the previous day." Ctrip Group (HK09961, HK $ 230.4, a market value of HK $ 147.86 billion) related) related) related) related value of HK $ 147.86 billion) People told reporters.

On June 27, Sichuan also notified new measures for the management and control of people in Sichuan, such as Shanghai Duo District, Beijing Chaoyang District.

According to the above data provided by the relevant sources of Ctrip Group to the "Daily Economic News", as of 20 pm on June 27, the searches of Chengdu's entrance flight search heat on the same day increased by 26%in the same period last week, and ticket orders increased significantly. At the same time, the overall order in June increased by nearly 50%month -on -May.

I feel that the Sichuan tourism market is not just the Tourism of Qingdu. Today, He Qun also told reporters that the number of tourists in the Emei Mountain Scenic Area after the entrance examination has increased significantly. "During this time, it has been in a state of volume."

"Our travel is also restored, but it has not reached the popularity before the 2019 epidemic." "Daily Economic News" reporters consulted Lijiang Ancient City Scenic Area as a tourist. Relevant staff said.

Famous mountain Dachuan ticket discounts have driven the popularity of tourism

In fact, since June, the tourism market has continued to heat up like weather. In addition to the effective control of the epidemic situation in China, there are also superimposed factors such as summer and scenic ticket discounts.

On June 27, the Huangshan Scenic Area in Anhui Province held a press conference on summer tourism marketing measures. At the meeting, Cheng Yadong, a member of the Party Working Committee of the Huangshan Scenic Area and deputy director of the Management Committee, introduced the recovery of the tourist market. On June 26, the scenic spot received 1,0008 tourists in a single day, a new high. On June 9th, the Huangshan Scenic Area launched the top ten measures in the revitalization tourism market, which led to the recovery of the city's and even "Yellow Mountain" regional tourism industry. At present, Huangshan Tourism recovery has achieved obvious results.

Huangshan, Anhui. Picture source: Photo Network-500650605

Zhang Dehui, chairman of Huangshan Tourism, said in an interview with the reporter of "Daily Economic News" that after the Spring Festival of Huangshan Tourism, he was preparing to rescue himself. In terms of digitalization, some layouts and strengths have been strengthened. "Because the epidemic will eventually pass, the post -epidemic era or the normalization of the epidemic will usher in a recovery." Among them, the "half -price tour of Huangshan" discount activities that have attracted much attention will be from June 9th to August 31st. Facing tourists across the country, with my valid ID, enjoy tickets for Huangshan Scenic Area, Taiping Lake Scenic Area, and Half -Tickets for the Daily Tour of Huashan World Theme Park.

Huangshan Tourism -related persons introduced to reporters on WeChat on June 28 that the semi -price policy for the people across the country has led to the overall market heat. From June 1st to 8th, Huangshan Scenic Area received 1082 tourists a day, a year -on -year recovery of 30.44%. From June 9th to 26th, Huangshan Scenic Area received a total of 6,8324 tourists, an increase of 3.38%compared to the same period last year.

In the past week, the number of tourists received by tourists has increased by 11%year -on -year. Among them, 1,0008 tourists received a single day on June 26, and the number of receptions (except for the May Day holiday "Huangshan Ren Tickets for Tour Huangshan") received a new high. Last weekend, the hotel occupancy rate in the scenic area reached 100%. As of now, this week to early July, the reservation rate of the mountain hotel will reach 70%, and it is expected that the tourist reception volume will continue to grow.

At the same time, the preferential policies launched by the middle and college candidates and the fresh graduates have played a good effect of "small hands". From June 9th to 26th, the Huangshan Scenic Area received a total of 8,150 middle and college entrance examination candidates and fresh graduates, accounting for 12%of the total number of tourists.

The "2022 Summer Market Reward Policy" issued by various travel agencies in Huangshan City has improved the enthusiasm of the travel agency group. From June 17th to 26th, more than 320 small and medium teams with more than 15 people in Huangshan Scenic Area or more, including Large conference teams, research teams and recuperation teams in the top of the mountain. At the same time, the catering, hotels, scenic spots, parks, etc. in Huangshan City are also rapidly recovering.

In addition to Huangshan, Anhui, another famous tourist scenic spot, Jiangxi Lushan Tourism Scenic Area, also announced in June this year. From June 6 to June 30, Jiangxi Lushan facing tourists from domestic and foreign tourists to exempt some scenic spots.

According to the information of Lushan's official website, affected by multiple favorable factors such as the end of the middle and college entrance examinations, Lushan Tourism ushered in the golden period of recoverable growth. From June 17th to 18th, the Lushan Scenic Area received a total of 101,000 tourists. Among them, 60,600 tourists received tourists in the core scenic spots on the top of the mountain, which opened the curtain of Lushan's recovery in June.

In Guizhou Province, the Huangguo Tree Scenic Area in Guizhou recently announced that as of June 30, the Huangguo Tree Scenic Area was free of tickets for tourists across the country. This move once triggered a large number of tourists.

Guizhou Huangguoshu Waterfall. Image source: Daily Economic News (Data Map)

On June 25, the Huangguo Tree Scenic Area had to announce that as of 15:00 on the day, the number of tourists in the Huangguo Tree Scenic Area had reached the maximum bearing capacity, and the scenic spot had stopped ticket sales; and hoped that the majority of tourists would arrange the itinerary reasonably. , Or choose other scenic spots.

"It is mainly attracted by the free ticket policy. A large number of tourists have come, but it is much better in recent days." "Daily Economic News" reporter learned from a tourist as a tourist at the staff of the Guizhou Huangguo Scenic Area. The reporter also tried to make an appointment on the day through the WeChat public account, and found that it was easier and there was no difficulty to make an appointment.

The stock price of tourism stocks has risen, and the inflection point of tourism companies is present?

The situation of the epidemic prevention and control and the favorable policy, the summer consumer's demand for tourism is very strong. Although major cities such as Beijing and Shanghai, such as high consumption capacity, have not yet fully resumed cross -provincial tourism, in general, the domestic tourism market is accelerating recovery.

According to the data provided by the Ctrip Group, as of June 21, the weekly period of cross -provincial and group tour booking volume in the summer of the summer increased by 291%; the summer inter -provincial hotel reservation increased by 151%month -on -month; Ctrip "air ticket+hotel" order volume was 6 It has increased rapidly since the month, and the average order of orders in June has driven the level of the same period last year.

"Recently, as the domestic epidemic (situation) has been effectively controlled, local and inter -provincial tourism has also ushered in accelerated heating." Today, Ctrip Group announced the latest financial report.

Ctrip Group CEO Sun Jie introduced at the telephone meeting after the issuance of the financial report that the hotel reservation in South China and West China has exceeded the same period in the past month in the past month. With the ease of the epidemic situation, in the past two weeks, Ctrip's domestic hotel reservation has also exceeded the level of 2019.

Affected by the significant recovery of the tourism market, today, the tourism and hotel sectors of Hong Kong stocks rose. As of the close of the day, Ctrip Group's stock price rose 16.54%, Huazhu Group (HK01179, HK $ 32.9, market value of HK $ 105.878 billion) rose 13.45%, Fosun Tourism Culture (HK01992, HK $ 12.56, market value of HK $ 15.562 billion) rose 14.39%.

Today, the A -share Western Regions Tourism (SZ300859, the stock price of 33.62 yuan, a market value of 5.211 billion yuan), Zhongxin Tourism (SZ002707, a stock price of 7.04 yuan, a market value of 6.381 billion yuan), Xi'an Tourism (SZ000610, a stock price of 10.22 yuan, a market value of 2.42 billion yuan) , Lijiang Co., Ltd. (SZ002033, stock price of 8.93 yuan, market value of 4.907 billion yuan) and other tourism companies such as the daily limit of the stock price. At the financial report, Liang Jianzhang, chairman of Ctrip Group, also looked forward to the domestic market that was recovering. He said: "Although the domestic market was affected by the epidemic in the second quarter, it may be relatively weak. In the short term, the tourism industry still has twists and turns, but with the improvement of the epidemic situation, user confidence and travel will will continue to increase. It has exceeded the same period in 2019. With the further lifting of travel restrictions, the trend of recovery in the Chinese market is expected, and the tourism industry is still promising in the future. "

According to the recent travel (HK00780, HK $ 17.36, a market value of HK $ 38.511 billion), the 2022 Summer Travel Consumption Forecast Report, the optimization and adjustment of the comprehensive epidemic prevention and control policy and the support of various favorable policies. Compared with the same period of 2021, it is expected In the summer of 2022, the domestic tourism market will return to the recovery track, and the overall number of travelers is expected to return to more than 70%of the same period in 2019.

Daily Economic News

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