What is the tourism hotel sector?

The tourism hotel sector refers to listed companies in the stock market whose main businesses are tourism services and hotel operations. Driven by the arrival of the seasonal peak season, the introduction of favorable industry policies and the expectation of price increases, tourism hotels will be The formation of the sector is good for the medium term.

Judging from the policy changes for the tourism sector, the status of tourism as an industry continues to strengthen, domestic economic growth begins to transform from investment to consumption-based economic growth, policies and regulations such as the National Tourism and Leisure Outline, and more Specific policies and regional policies to encourage industry development are expected to be introduced one after another, which will promote the continuous development of the domestic tourism industry.

Judging from past experience, the third quarter of every year will enter the industry peak season, and sector valuations are mostly on an upward path. If the tourism industry can encounter the impact of the introduction of favorable policies such as the National Leisure Outline, Tourism Law, and Regional Industrial Policies in the second half of the year, the probability of absolute positive returns for the sector will be greatly enhanced. The current investment ideas for the tourism sector are mainly: looking for performance Companies with confirmed growth, such as Zhangjiajie, China International Travel Service, Emeishan A, and Jinjiang Group; beneficiaries of the peak season - scenic spot companies; companies with expectations of price increases, such as Emeishan A, Lijiang Tourism; companies with obvious demands for stock prices. Taking into account various factors, we continue to recommend Zhangjiajie, China International Travel Service, and Emeishan A.