The domestic tourism market entered the process of recovery process in July.

Securities Times reporter Zhang Zhibo

On July 13, Ctrip of the online travel platform released the "Summer Touring Trend Report of 2022". The report shows that although the epidemic still has scattered scattered outbreaks, the domestic tourism market has entered the process of recovery by the accurate implementation of scientific epidemic prevention measures and the promotion of various types of consumer measures. As of July 12, the total number of orders for the reservation of summer tourism products through Ctrip in the past half month increased by more than nine times a month -on -month.

In terms of aviation, according to the early summer data released by the Civil Aviation Administration, from July 4th to 10th, passenger flight volume increased by 12.1%month -on -month, which was basically the same as the same period in 2021; passenger transport volume increased by 13.8%month -on -month. Ctrip's Flightai market insights platform also shows that the current summer search index has been tied in 2019, but it is still less than 2021. The report predicts that ticket purchase boom will appear from July 15th to August 4th.

In terms of hotels, as of now, the searches of the hotel market in 2022 have recovered to more than 70 % of the same period in 2021 and 2019, and the market has recovered. With the scientific and precision of the epidemic prevention and control, the needs of mid -to -long -distance tourism accommodation broke out in the summer, and the travel radius and cycle were significantly stretched. The report predicts that the proportion of inter -provincial hotel orders will be increased to more than 50%; and the proportion of orders for two days and above will account for 20%.

Summer tourism market is expected to be good

The favorable policies continue to introduce, and boost confidence in the tourism industry's recovery. On June 29, the Ministry of Industry and Information Technology announced the cancellation of the communication card "Star" mark. Once the news was sent out, it immediately caused heated discussion in the tourism industry. The industry generally believes that this is a sign that my country's epidemic prevention and control situation has stabilized to good, and it will play a strong role in promoting the revitalization of the tourism market.

After the "Star picking" news was released, the search volume of tourism products on the platform and platforms has increased. The data shows that the search volume of multiple popular travel destinations of Ctrip increased by more than 300%; the search volume of Tongcheng travel hotels increased by 220%compared with the same period the previous day; where the ticket search volume went to 60%within 30 minutes.

The day before the "Star Picking" of the National Communication Travel Card, the State Council released the "New Coronatte Virus Pneumonia Prevention and Control Plan (Ninth Edition)". The medium and high risk areas set amendments and the monitoring of epidemic conditions to further improve the scientific and accuracy of epidemic prevention and control. Policies and measures are in the same direction and effective integration, which promotes the situation of the summer tourism season.

Shanxi Securities said that the epidemic has improved the policy dividend and injects a strong heart to restore the tourism industry. Domestic long -term tourism ushered in and forth, and gradually became the leader of the summer travel market. With the improvement of the epidemic prevention and control situation, the cultural tourism departments in various places have successively launched summer tourism activities and preferential measures. It is expected that this summer tourism will usher in a better market expectations.

Travel hotel concept stock

Powding up in the year

Securities Times · Data Bao statistics, a total of 25 travel and hotel sectors in A -share A -share. Benefiting from the expectations of the industry's recovery, the tourism hotel sector has performed strongly this year. The above stocks have risen, and the stock price of Junting Hotel has doubled. Since the broader market has rebounded on April 27, 23 cumulative increases have increased by more than 10%, and only the first travel hotel fell 0.73%. In the Western Regions, the highest tourism increase, and the latest stock price doubled. Lijiang's shares rose by more than 40%. In addition, Huatian Hotel, Junting Hotel, and Emeishan A rose more than 25%.

Judging from the agency's unanimous prediction data, there are 10 companies with profitability and more than 3 institutions in 2021. China Youth Tourism in 2022 is expected to achieve a high growth of 863.39%of net profit. The company is a comprehensive domestic tourist leader. It has two high -quality scenic spots in Wuzhen and Gubei Water Town. The resource base advantages are obvious and developed. The first travel hotel, Jinjiang Hotel, and Jinling Hotel's institutions predict that this year's performance has doubled. On the basis of 9.654 billion yuan in net profit of 9.654 billion yuan last year, the institution predicts that this year is expected to achieve a year -on -year increase of 6.12%.

As of July 14, six concept stocks have noted the semi -annual report performance, all year -on -year. Changbai Mountain's net profit is expected to decline by 4.25%slightly. Jiuhua Tourism, Zhangjiajie, Lijiang Co., Ltd., and the first travel hotel are expected to have a large loss. Jinjiang Hotel stated that in the first half of the year, due to the repeated epidemic situation in local areas, the consumption demand for leisure tourism and business travel was limited. In the short term, it would have an impact on the company's hotel operations. It is expected that the loss will be 10 million to 150 million yuan in the first half of the year.

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