List of leading stocks in the tourism sector, analysis of the current situation of tourism sector stocks

The tourism sector has always been rarely paid attention to except during holidays. However, with the recovery of the industry and the gradual recovery of the tourism economy, the tourism sector has once again entered people's eyes. The following is a list of leading stocks in the tourism sector. :

China Duty Free 601888

The company is a company listed on the main board of the Shanghai Stock Exchange. It is headquartered in Beijing and belongs to the tourism and hotel industry. It currently mainly operates tourism products and tourism services and other related projects. Investment management, tourism industry research and consulting services, development, transformation and operation of tourism service supporting facilities, etc.

China CYTS 600138

China CYTS is also a company listed on the main board of the Shanghai Stock Exchange. It is headquartered in Beijing and belongs to the tourism and hotel industry. The company's main business includes hotel vacation services and overseas local entertainment ticket services. , visa services, Hainan tourism and vacation, domestic tourism and vacation, outbound tourism and vacation, etc. The company now has rich lines in these fields and is at the leading level in the industry.

*ST United 600358

CITS United Co., Ltd. is the headquarters of the tourism and hotel industry and is located in Nanjing. It is also a company listed on the main board of the Shanghai Stock Exchange. Currently, the company is mainly engaged in hotel management and vacation. District management consulting, investment consulting, domestic trade, tourism e-commerce, physical leasing, industrial investment, equity investment, equity investment management, tourism information consulting services and tourism industry investment, etc.

Changbaishan 603099

Changbaishan also belongs to the tourism hotel industry. It is headquartered in Changchun City and is a company listed on the main board of the Shanghai Stock Exchange. At present, the company mainly operates hotel management, membership services, tourist vehicle rental, Parts repair, freight, passenger transportation, etc.

We can basically analyze the stock trends in the tourism sector through the leading stocks in the tourism sector. Leading companies often represent most of the conditions in this industry.

Now let’s analyze the current situation of tourism sector stocks

Tourism is an important channel for communication between different cultures and countries. It is also an important means to increase employment and develop the economy, and it is an important means to improve people’s An important industry that improves living standards, it has played an indispensable role in modern life.

At present, the valuations of tourism sector stocks are generally low, but the fundamentals of some stocks have improved. Recently, the performance of the institutional group sector has been sluggish, and there is a lack of obvious investment main lines. What is the market outlook? We still need to continue to observe, but sectors with low valuations and improved fundamentals are very easy to be favored by funds.

Due to the performance pressure caused by last year’s special circumstances, the tourism sector and airport shipping are in a state of relatively low valuation compared to the past. For example, Shanghai Airport, the business model of the airport industry is the basis for regional monopoly. Facilities operation, coupled with the growth of duty-free business, the overall performance is relatively certain. Its stock price once fell to 70 yuan, corresponding to a PE of 26. In the long term, it has a relatively large safety margin.

In the traditional tourist attraction industry, the social service sub-industry is the most affected. For first-tier cities, the population is relatively denser and consumer demand is more diversified. Some tourists plan to travel long distances during the Spring Festival. The province has transformed into peripheral tourism, but the reception volume of leisure scenic spots is still considerable.

In addition, it is worth noting that the current market performance is inseparable from concerns about tightening liquidity. Against the background of the central bank's continuous tightening of liquidity and the continuous net outflow of northbound funds, it is obvious that the amount of energy has shrunk, and funds have The willingness to enter the market is relatively low, and the current market performance is relatively sluggish.

However, some researchers said that judging from the short-term liquidity of stocks, the public market may increase capital investment before the Spring Festival to cope with demand and stimulate short-term market sentiment.

In addition, according to the analysis of many securities companies, there may be a marginal tightening of monetary policy in 2021. Based on previous situations, the central bank may make corresponding adjustments based on market conditions, especially near the Spring Festival and the end of the month. It is possible to provide liquidity through open market operations to maintain the stability of funding.

In short, how will the tourism sector stocks perform in the future? We still have to look at the relevant policies and market conditions in the future. Stock leaders often represent the basic situation of the industry. We can pay close attention to the details of the tourism sector stock leader.