During the new year’s day in 2022, the number of tourists and tourism revenue in Sichuan, Liaoning, Hunan, Beijing and other places increased, and the number of tourists and revenue in Jiangsu, Guangxi, Guangdong and other places decreased slightly year-on-year. Therefore, it is speculated that the overall situation of the country is relatively stable. Peripheral tourism is still the mainstream of travel on New Year’s day, among which the heat of new first tier cities is prominent. Under the joint catalysis of the topic of the Winter Olympic Games and the trend of sports tourism integration, ice and snow tourist attractions in various regions have entered the list of popular destinations, and ice and snow tourism is expected to further play an important role in promoting the cultural tourism industry. During New Year’s day, the tax exemption on outlying islands hit a new record. Hainan has entered the peak tourism season, and the market heat is expected to continue. To normalize the epidemic prevention and control, it is recommended to actively allocate leading cultural and tourism enterprises and maintain the industry’s stronger than the market rating.
New year’s day tourism in some areas has achieved a “good start”, and the tourism around the new first tier cities is highly attractive. According to the new year’s day tourism data released by some provincial and municipal ministries of culture and tourism, the number of tourists and tourism revenue have achieved double growth, showing a recovery trend as a whole. The representative areas are Sichuan Province, Liaoning Province, Hunan Province, Beijing, etc. Among them, the tourism data of Beijing is bright, and the operating revenue has doubled year-on-year. Peripheral travel is still the mainstream choice for travel. According to Ctrip data, the proportion of travel orders in the province increased from 50% to 60% in the same period in 2020. In the ranking of surrounding popular destinations, Nanjing, Chengdu, Hangzhou and other new first tier cities occupy half of the seats, because they have a strong attraction to the surrounding people, and are more in line with travelers’ consideration of epidemic prevention and control measures than some traditional popular travel destinations.
Ice and snow tourism in many places has reached a new climax, and the tourism market of young tourists has become a new trend. According to the list statistics released by donkey mother tourism, ice and snow tourism related tourist destinations such as ski resorts and ice and snow world have been listed for many times, and have been listed in many regions such as East China, southwest, North China, central China, northwest and northeast. Ice and snow scenic spots are more popular tourist destinations during New Year’s day. With the Winter Olympics approaching, it is expected to continue to promote the integration of sports and tourism. Nearly half of the tourists after 90 and 00 have brought new demands in the tourism market, such as hot theme parks, short travel reservation cycle and immersive experience projects, which is conducive to promoting the innovation of tourism products, fitting the new portraits of tourists, and creating a virtuous cycle of mutual incentive between products and demand.
Hainan has entered the peak tourism season, and the duty-free sales of outlying islands hit a new high during the new year’s day. According to China news network, Haikou customs data show that the amount of duty-free shopping on outlying islands under supervision on New Year’s Day was 600 million yuan, a year-on-year increase of + 9.7%; The number of shopping pieces was 739000, a year-on-year increase of + 9.74%; Per capita consumption was 9740 yuan, a year-on-year increase of + 12%. The sales of outlying islands hit new year’s Day duty-free highs. According to the list of marhoneycomb travel, Sanya ranks first among the popular destination cities on New Year’s day. Hainan has entered the peak tourism season in the first quarter, and the duty-free sales are expected to maintain an upward trend. As the leader of tax exemption on outlying islands, China tax exemption is expected to continue to accumulate potential energy and further attract the return of overseas consumption.
Investment suggestions:
The overall tourism situation in China is stable. Under the epidemic, the surrounding heat is still the main mode of travel, the popularity of ice and snow tourism continues to increase, and the new needs of young customers promote the renewal and iteration of tourism products. The number of hotel reservations in the province increased year-on-year, and the trend of hotel vacation is expected to continue. The performance of outlying islands duty-free on New Year’s Day is strong. With more international brands actively distributing Hainan duty-free market and tax-free business entities actively expanding channels and scale, outlying islands duty-free is expected to continue to attract overseas consumption return, and the leading effect of China free is expected to be further highlighted. With the increase of vaccination and the normalization of the epidemic situation, the recovery logic of the culture and tourism industry is not disturbed by the factors of short-term epidemic distribution, and remains stronger than the market rating. Continue to recommend tax-free leading enterprises China Tourism Group Duty Free Corporation Limited(601888) , and recommend hotels, scenic spots and comprehensive tourism service targets in the recovery of culture and tourism; It is suggested to pay attention to enterprises that are good for the release of ice and snow tourism demand.
Main risks of rating:
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.
