A-shares: Is the big turning point coming? The tourism industry will usher in a reversal of difficulties and become a hot spot (list of high-quality stocks)

It has been two years since the COVID-19 epidemic. There is no doubt that the tourism industry has been hardest hit by the epidemic. Many large tourism companies have suffered losses year after year, and most small travel agencies have simply closed their doors. As the global epidemic subsides, the tourism industry is expected to usher in a reversal of difficulties.

According to estimates from the data center of the Ministry of Culture and Tourism, during the 2022 Spring Festival holiday, there will be 250 million domestic tourism trips, a year-on-year decrease of 2.0%, recovering to 73.9% of the same period in 2019; domestic tourism revenue will be 289.20 billion yuan, It decreased by 3.9% year-on-year and recovered to 56.3% in the same period of 2019. At the same time, the ice and snow tourism craze triggered by the successful hosting of the Beijing Winter Olympics has continued to heat up the ice and snow tourism market in Northeast China.

Number of domestic tourists received nationwide during the Spring Festival holiday and its year-on-year growth rate

Domestic tourism revenue during the Spring Festival holiday and its year-on-year growth rate

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During the 2022 Spring Festival holiday, the number of tourists in Sanya's scenic spots increased significantly. Sanya's eternal love received 217,000 tourists, a year-on-year increase of 48.7%, recovering to 73.8% of 2019. Atlantis received 73,000 visitors, a year-on-year increase of 23.0%, recovering to 83.0% of 2019 levels. Attractions in other regions have also begun to gradually recover. Mount Emei received 201,000 tourists, a year-on-year increase of 127.9%, recovering to 90.1% of 2019. Jiuzhaigou ticket revenue was 1.345 million yuan, a year-on-year increase of 0.7%. Nanshan received 234,000 tourists, a year-on-year increase of 32.4%, recovering to 77.4% of 2019.

The number and growth rate of tourists received by some natural scenic spots

1) The core logic of China Duty Free (601888): China Duty Free The absolute leader in the industry, even if the epidemic is raging, the company's performance is still growing at a high rate. In 2021, it achieved revenue of 67.669 billion yuan, a year-on-year increase of 28.65%, and net profit attributable to the parent company was 9.592 billion yuan, a year-on-year increase of 56.23%. Performance is expected in the post-epidemic era.

2) The core logic of Songcheng Performing Arts (300144): The company is the first stock in Chinese cultural performing arts. Facing the raging epidemic, the company has rationally arranged its operating businesses and given full play to its flexibility. It is expected to achieve net profit attributable to its parent company in 2021. The profit was 258-358 million yuan, a year-on-year increase of 114.72%-120.43%, and the performance turned a loss into a profit. At the same time, we will focus on young people and explore the application of Metaverse technology in theme park scenes.

3) The core logic of CYTS (600138): a well-known domestic tourism company. Its two famous scenic spots, Gubei Water Town and Wuzhen, are both popular attractions. It is expected that companies will experience an outbreak in the post-epidemic era.

4) Huangshan Tourism (600054) Core Logic: Huangshan has always been known as "the most amazing mountain in the world". Although the epidemic is raging, the company's performance is still profitable. It is expected that the net profit attributable to shareholders of the listed company in 2021 will be 33.26 million yuan to 49.86 million yuan. The situation is expected to reverse after the epidemic subsides.

5) Core logic of Uoxin Tourism (002707): A leading large-scale outbound tourism operator in China, it actively adjusted its strategic direction during the epidemic period and positioned itself as tourism + shopping. The company has signed strategic cooperation agreements with Wangfujing and China Duty Free, and actively participates in the layout of duty-free business and high-end domestic travel circuits.

6) Core logic of Yunnan Tourism (002059): The company has brand products such as Expo Park Scenic Area, Expo Eco-City, Expo Garden Hotel, Jiangnan Garden, etc. The company is actively transforming into cultural technology business, and the segment owns the Carle series of brands , with national A-level special amusement equipment qualifications.

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