On April 12, the index of scenic spots and tourism sector rose 8.05%, significantly outperforming the Shanghai Composite Index (up 1.46%), ranking second in the industry index, second only to the hotel and catering sector. With respect to the stock aspect, the Zhang Jia Jie Tourism Group Co.Ltd(000430) ninestocks such as the nine that collectively have seen the price limit, which includes the price limit for nine shares, including the ‘ Anhui Jiuhuashan Tourism Development Co.Ltd(603199) and other stocks rose by more than 5%. Since April, as of April 12, the index of scenic spots and tourism sector has increased by 10.60% during the period, also outperforming the Shanghai Composite Index (with a cumulative decrease of 1.20% during the period).
In this regard, Wu Qihong, chief researcher of Guangzhou Bandung Securities Consulting Co., Ltd., told the reporter of Securities Daily: “the rising market of scenic spots and tourism sector today is mainly driven by policies and stimulated by news.”
On April 11, the general office of the Ministry of culture and tourism issued the notice on further adjusting the policies related to the suspension of the deposit for tourism service quality, which pointed out that in order to further make good use of the deposit policy for tourism service quality and support the relief and development of the travel agency industry, the Ministry of culture and tourism decided that the travel agency can suspend the deposit in full or the payment, and the time limit for making up the deposit is extended to March 31, 2023.
Wu Qihong said: “the scenic spots and tourism sector is one of the sectors most seriously affected by the epidemic, and it is also the key sector for the reversal of recovery difficulties after the epidemic. Recently, there have been many favorable policies related to the tourism industry. On March 25, Guangdong Province issued several measures for Guangdong Province to promote the recovery and development of difficult industries in the service industry; on March 27, Hangzhou issued the policy opinions on promoting the recovery and development of difficult industries in the service industry.” ； On April 2, Yunnan Province also issued the notice on implementing several policies to promote the recovery and development of difficult industries in the service industry. In addition, other regions have issued similar policies. “
Capital is also an important factor driving the rise of the index of scenic spots and tourism sector. According to the data of China stock market news choice, 22 stocks in scenic spots and tourism sector received large orders on April 12, with a net inflow of 711 million yuan. Among them, Yunnan Tourism Co.Ltd(002059) obtained the largest net inflow of large single fund, which was 1191964 million yuan; Six individual stocks, including Caissa Tosun Development Co.Ltd(000796) (76.97 million yuan), Xi’An Qujiang Cultural Tourism Co.Ltd(600706) (725986 million yuan), Guilin Tourism Corporation Limited(000978) (673348 million yuan), Utour Group Co.Ltd(002707) (628538 million yuan), Songcheng Performance Development Co.Ltd(300144) (57.315 million yuan), and Zhang Jia Jie Tourism Group Co.Ltd(000430) (505074 million yuan), received large single net capital inflows of more than 50 million yuan.
For the recent continuous rise of scenic spots and tourism sector, Zhang Zihua, chairman and chief investment officer of Yunyi assets, told the reporter of Securities Daily: “on the one hand, the tourism sector has been affected by the epidemic for many years, and has gradually entered the late stage of the anti epidemic; on the other hand, there is no obvious selling action in the process of the rise of the sector.”
In terms of investment opportunities, Wu Qihong said: “the market of tourism related industries is mainly catalyzed by the 14th five year plan for tourism development issued at the end of 2021. Before the official implementation of relevant policies, the market of tourism stocks can be expected. In addition to the expected improvement of the pattern of traditional hotels, restaurants and tourism after the epidemic, the current valuation of the tax-free sector is at a historically low level, which is a direction with strong improvement expectations.”
According to the data from the news of China’stock market, according to the data from the data from the Chinese market, according to the data from the choice of choice, according to the data from the data from the data from the data from the latest 30 days, as of April 12, the last 30 days of April 12, the last 30 days of April 12, the last 30 days of April 12, the last 30 days of April 12, the last 30 days of April 12, the last 30 days of April 12, the last 30 days of April 12, a total of six spots and tourism sector stocks in six spots and sectors in the last 30 days, as of April 12, the last 30 days of April, a total of the last 30 days, a total of six in the last 30 days of April, a total of which, China Cyts Tours Holding Co.Ltd(600138) rating.
Table: list of stocks with a net inflow of more than 50 million yuan in the scenic spots and tourism sector on April 12 p align = “center” prepared by Yao Yao
