港股异动 | 旅游概念股走高 春节旅游市场迎开门红 机构看好旅游需求依然强劲

智通财经
Feb 13, 2025

智通财经APP获悉,旅游概念股走高,截至发稿,同程旅行(00780)涨6.96%,报18.74港元;中国中免(01880)涨3.36%,报49.2港元;携程集团-S(09961)涨3.24%,报541港元。

消息面上,据文化和旅游部数据,春节假期8天,全国国内出游5.01亿人次,同比增长5.9%;国内出游总花费6770.02亿元,同比增长7.0%。全国出游人次和总花费再创新高。天风证券指出,2025年春节假期出行消费整体符合预期,在高基数之下实现旅游、出行稳健增长,旅游消费展现出强韧性。中银国际引述今年1至2月春节假期的旅游数据,认为整体中国旅游需求依然强劲。

值得一提的是,2月11日,商务部、文化和旅游部、国铁集团等九部门发布《关于增开银发旅游列车 促进服务消费发展的行动计划》,其中提到,面向社会征集并受理银发旅游列车开行需求,多种形式开展产品定制服务;将银发旅游列车适老化、绿色化、舒适化改造纳入大规模设备更新和消费品以旧换新支持范围;鼓励有条件的地方出台旅游列车专项支持政策。

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