Event comments
The epidemic situation in Tianjin worsened at the weekend and the Spring Festival is approaching. Under the current epidemic situation, many places in Tianjin, Shenyang, Beijing, Shanghai and Inner Mongolia Autonomous Region have stressed “don\’t leave unless necessary” or encouraged “local Spring Festival” (Beijing Evening News). If the Spring Festival travel, which should be the peak season of tourism consumption, is limited, it will have an impact on the number of tourists and duty-free shopping in Hainan, This has raised investors\’ concerns about the performance of the Spring Festival. In the short term, the duty-free industry may be affected by the epidemic, but in the long term, with the epidemic situation under control and getting better, the related targets of the duty-free industry are still improving under the joint influence of the continuous upgrading of brand service quality, policy support for the development of the duty-free industry and consumption return. Related subject matter: China Tourism Group Duty Free Corporation Limited(601888) .
Risk tips
Tip 1: repeated epidemic impact.
Tip 2: macroeconomic fluctuations.
