Weekly report of social service industry: the tax-free leader is deeply engaged in tourism retail, and the surrounding tourism heat is rising on New Year's day

last week (2021.12.20-2021.12.24) market review: last week, the Shanghai index rebounded after going down on the first day and fell on Friday. After falling on Monday, the Shenzhen index showed an adjustment trend and continued to fall on Friday. The Shanghai Composite Index fell 0.39% to close at 3618.05. The Shanghai and Shenzhen 300 fell 0.67% to close at 4921.34 last week. The gem fell 4.00% to close at 3297.11 last week. Last week, the social service sub sector and tourism retail sector were 4 From high to low, the price of hotel catering (+ 3.82%), tourism and scenic spots (+ 0.49%), tourism retail (+ 0.29%), professional services (- 0.25%) and Education (- 2.14%). Shen Wan last week (2021) among the 31 primary industries, 12 rose, and the top five rose in agriculture, forestry, animal husbandry and fishery, food and beverage, building materials, commercial retail and real estate. Among them, the social service sector fell by 0.03%, ranking 13th among the 31 industries in Shenwan level. The social service industry outperformed the Shanghai and Shenzhen 300 index by 0.64pcts. China tax exemption continued to cultivate tourism retail innovation, and the duty-free city was praised for its rich business forms; new year's day week The popularity of side tour is rising, and the theme park hopes to drive the sales of hotels; The three-year action plan of Jiangnan Water Town was released to build a regional tourism demonstration area.

Main points:

The duty-free leader continued to cultivate the innovative experience of tourism retail, and Sanya duty-free city was praised for its rich business types: on the evening of December 23, Chen Guoqiang, general manager of China tax exemption group, specially invited Yu Minhong, founder of New Oriental, to visit the live broadcasting room of Sanya International duty-free City, found the beauty of life in Sanya International duty-free City, and talked about the new space for the development of tourism retail market. Yu Minhong praised the tax-free city for its multiple positioning of brand museums, tourist destinations and landmark buildings. With the introduction of boutique hotels into the No. 2 project of Sanya international duty free city phase I under construction, the China duty free Sanya tax free complex is expected to present a richer combination of business forms.

New year's Day is approaching, the popularity of surrounding tourism is prominent, and the desire of theme parks drives Hotel Sales: Recently, the reservation data of new year's day small and long holiday released by many online tourism platforms show that due to the epidemic, provincial and surrounding tourism on New Year's day small and long holiday have become the mainstream travel mode. According to the data of hornet's nest, the search popularity of "Shanghai Disney New Year" has increased by more than 100% in the past week. Meanwhile, Ctrip data show that since December, the hotel orders within 5km of the business circle of Beijing Universal Resort have the highest weekly increase of 160%. The significant increase of theme park orders is expected to drive the sales growth of nearby hotels.

The three-year action plan for Jiangnan Water township was released, Create a regional tourism demonstration area: the Executive Committee of the Yangtze River Delta integration demonstration area, the cultural and tourism departments of Shanghai, Jiangsu and Zhejiang and the district government recently jointly issued the three-year (2021-2023) action plan for the construction of the ecological and cultural tourism circle of Jiangnan Water Town in the Yangtze River Delta ecological and green integration development demonstration area , through the thick planting of ecological green base and the historical and cultural heritage of ancient water towns in the south of the Yangtze River, we will create a national global tourism demonstration area with high quality. Global tourism will jump out of the traditional mode and support residents to innovate with the culture and tourism industry as the carrier, which is expected to help rural revitalization and enrich the people with culture and tourism.

Investment suggestions:

China tax exemption continued to cultivate tourism retail leisure shopping experience, and Sanya International duty-free city was praised for its rich business formats; With the introduction of boutique hotels into site 2, phase I of Sanya International duty-free city under construction, the China duty-free Sanya tax-free complex is expected to present a richer business combination, and the company has high-quality growth in the medium and long term. Around the new year's Day holiday, the popularity of tourism has increased, and the desire of theme parks has driven the sales of hotels. The three-year action plan of Jiangnan Water Town was released to build a regional tourism demonstration area and boost the revitalization of cultural tourism villages. Continue to recommend China Tourism Group Duty Free Corporation Limited(601888) tax-free leading enterprises, and Btg Hotels (Group) Co.Ltd(600258) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) , China Cyts Tours Holding Co.Ltd(600138) , Songcheng Performance Development Co.Ltd(300144) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Lijiang tourism, Utour Group Co.Ltd(002707) , Guangzhou Lingnan Group Holdings Company Limited(000524) and other hotels, scenic spots and tourism comprehensive service targets in the logic of cultural and tourism recovery; It is suggested to pay attention to enterprises that are good for the release of ice and snow tourism demand.

Risk tips:

The epidemic situation of covid-19 virus is repeated, the industry recovery is less than expected, and the implementation and implementation of policies are less than expected.

 

- Advertisment -