What is the tourist hotel section?

Tourism hotel plate refers to the listed companies whose main business is tourism service and hotel management in the stock market. Driven by the arrival of the seasonal peak season, the favorable introduction of industrial policies and the expected price increase, it will form a medium-term positive for the tourist hotel sector.

From the perspective of policy changes in the field of tourism, the industrial status of tourism has been continuously strengthened, and domestic economic growth has begun to change from investment-oriented to consumption-oriented economic growth. Policies and regulations such as the Outline of National Tourism and Leisure, as well as more specific and regional policies to encourage the development of the industry are expected to be introduced one after another to promote the continuous development of domestic tourism.

Judging from past experience, it will enter the peak season of the industry in the third quarter of each year, and the valuation of most sectors is on the rise. If the tourism industry can meet the impact of favorable policies such as national leisure plan, tourism law and regional industrial policy in the second half of the year, the probability of obtaining absolute positive income will be greatly enhanced. At present, the main investment ideas for the tourism sector are: looking for companies with certain performance growth, such as Zhangjiajie, China International Travel Service, Emei Mountain A, Jinjiang Shares, etc. The beneficiary of the arrival of the peak season-the scenic spot company; Companies with expected price increases, such as Emei Mountain A and Lijiang Tourism; Companies with obvious demand for stock prices. Taking all factors into consideration, we continue to recommend Zhangjiajie, China International Travel Service and Emei Mountain A.