April travel sector’s first “rising holiday” to stimulate the industry

The overall popularity is due to the introduction of the recent rescue policy for the cultural tourism industry and the impact of the Qingming small and long holiday.

On the first trading day of April, A-Shares had a good start. As of the closing on April 1, the Shanghai and Shenzhen indexes rose 0.94% and 0.91% respectively, and the gem index rose 0.28%.

21st Century Business Herald reporter noted that the cultural tourism sector represented by scenic spots and tourism led the rise, with an increase of 3.57%.

In early trading, the scenic spots and tourism sectors rose due to changes, Jinling Hotel Corporation Ltd(601007) ( Jinling Hotel Corporation Ltd(601007) . SH), Jiangsu Tianmu Lake Tourism Co.Ltd(603136) ( Jiangsu Tianmu Lake Tourism Co.Ltd(603136) . SH) and Guangzhou Lingnan Group Holdings Company Limited(000524) ( Guangzhou Lingnan Group Holdings Company Limited(000524) . SZ) all sharply pulled the limit, and other component stocks rose to varying degrees.

The overall popularity is due to the introduction of the recent rescue policy for the cultural tourism industry and the impact of the Qingming small and long holiday.

With the coming of Qingming Festival and the gradual unsealing of some parts of China due to the easing of the epidemic, the tourism demand of people in the territories has rebounded.

According to the “2020 Qingming holiday travel trend insight” released by Ctrip on March 30, people’s desire to travel rebounded strongly after Shenzhen announced the restoration of social production and living order in multiple regions on March 21. On the same day, the number of user visits of Ctrip platform in Shenzhen increased by nearly 80%, and the reservation volume of tourism products for Qingming Festival increased by 718% month on month compared with last week.

The western tourism market, which is less affected by the epidemic, is also a bright spot in this Qingming trip. According to Ctrip data, the total number of tourist orders in the west of Qingming Festival accounts for 67% of the tourism in the East, and the gap between the eastern and western tourism markets has been greatly narrowed; The recovery of tourism in the west is nearly 20%, leading that in the East.

According to the report released by Ctrip, people’s compensation psychology of “playing with high quality” is also derived. Ctrip data show that the consumption level of users in Dawan district has increased by more than 10% year-on-year compared with last year. Seaside hotels, car theme hotels and boutique home stay have become the favorite products of users in this area during the Qingming Festival.

However, in view of the uncertainty of the epidemic situation in many places in China, short distance travel continues to be hot. According to the travel report on the Qingming holiday released by Tujia B & B, the overall reservation of B & B on the Qingming Festival this year is lower than that in the same period last year, but local travel has driven the contrarian growth of the reservation of B & B in some rural areas. Tujia data show that during the Qingming Festival, residents in the province became the main source of tourists, accounting for more than 70%.

Tujia said that affected by the epidemic, many high-end rural hotel home stays are at a “low price”, the average booking price of home stays is 18% lower than last year, and some high-end home stays have a “cabbage price” of 100 yuan. Accommodation products with such high cost performance have become a popular choice for many “leak pickers”.

In addition, according to the data of Ctrip platform, tourist orders such as scenic spot tickets and resort hotels in the province account for more than 60%. Under the normalization of epidemic prevention and control, users are unwilling to get together, unique experience, small luxury enjoyment and other pursuits. Ctrip said that “small and beautiful” hotels, parent-child theme hotels and boutique B & B have become popular types of hotels in the Qingming Festival.

At the same time, exquisite camping products have tripled. Among them, flower appreciation, RV, open-air concert, travel photography and star viewing have become the popular “camping +” themes in this holiday. From where to play, to play flowers, people’s imagination of short distance travel is becoming richer and richer.

The arrival of the Qingming holiday partly shows the signs of gradual recovery of tourism in some areas. The recent rescue policy at the national level has also become a “timely rain”.

On March 31, 14 departments including the national development and Reform Commission and the Ministry of culture and tourism jointly issued several policies on promoting the recovery and development of difficult industries in the service industry, which gave the tourism industry the confidence to deal with difficulties.

According to the policy, the relevant national departments will do a good job in the landing service of the inclusive tax reduction and fee reduction policy in the field of tourism; Accelerate the implementation of inclusive financial policies in the field of tourism; Implement the policy of phased deferred payment of unemployment insurance premiums and work-related injury insurance premiums to “enjoy without application”; Improve the implementation rules for tourism enterprises to undertake relevant activities of organs, enterprises and institutions; Make good use of the deposit support policy of tourism service quality; Accelerate the pilot work of replacing insurance deposit; Earnestly implement strict, scientific and accurate epidemic prevention and control measures; Increase the strength and accuracy of policy publicity and interpretation; Strengthen policy innovation and industry guidance; Strengthen organizational implementation and follow-up evaluation.

According to the analysis of Ping An futures, on April 1, the concept stocks of post epidemic recovery strengthened, and the tax-free, airport, tourism and other sectors rose sharply, indicating the cautious and optimistic expectation of the market for epidemic prevention and control.

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