方正证券:暑期旺季推动出行链增长 预期向好

财中社
27 Jun

6月27日,方正证券近日发表研报称,暑期旺季即将来临,根据途牛数据,暑假团期旅游产品预订火爆,截至目前的预订出游人次较去年同期增长超35%,其中,出境游预订出游人次同比增长60%。出行链日历效应显著,当前时点建议关注。(1)顺周期弹性主线:君亭酒店:直营店占比高,顺周期环境下业绩弹性大,且此前新开店拖累结束,后续可期待业绩逐季度释放。祥源文旅:旗下景区优质且布局广泛,主营景区交通等刚需性强的项目,...

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