社会服务行业周报:春节旺季在即 重视服务消费与商品消费

国盛证券
Feb 08

即将步入“史上最长春节假期”,考虑到节日消费传统与新兴消费趋势,我们建议重视与春节相关的消费子板块,包括免税、出行链(景区酒店餐饮)、茶饮(红包受益)、黄金珠宝、商超。免税:海南离岛免税春节有望持续强劲。据海口海关统计,2026 年1 月,海南离岛免税购物金额45.3 亿元,购物人数56.0 万人次,购物数量336.7万件,同比分别增长44.8%、21.0%和14.0%。根据同程旅行数据,截至1 ...

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