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华福证券
29 Jul

文旅:本周(7.21-7.25)政策对于板块拉动较大,建议关注“雅江水电站”及“海南封关”主题。近期雅江水电站对西藏板块拉动明显,西藏旅游公司旅游景区业务主要分布于西藏林芝和阿里片区,林芝片区有雅鲁藏布大峡谷、苯日、巴松措(景区内观光车、游船等服务)景区等,阿里片区有冈仁波齐、玛旁雍错景区。其中雅鲁藏布大峡谷景区、巴松措景区为国家5A级景区,冈仁波齐、玛旁雍错景区为国家4A 级景区,雅江水电站建设...

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