港股异动 | 旅游概念股早盘普涨 清明热度传导推高五一预期 游客提前锁定出行资源

智通财经
Apr 15

智通财经APP获悉,旅游概念股早盘普涨,截至发稿,携程集团-S(09961)涨4.68%,报416.2港元;香港中旅(00308)涨2.61%,报1.18港元;同程旅游(00780)涨2.19%,报18.68港元;美团-W(03690)涨2.06%,报86.85港元。

消息面上,“五一”假期临近,旅游市场已提前进入预热状态。航旅纵横大数据显示,截至4月9日,“五一”假期国内航线机票预订量超194万张,同比增长约8%。经文化和旅游部数据中心测算,清明节假期3天,全国国内出游1.35亿人次,同比增长6.8%;出游总花费613.67亿元,同比增长6.6%。

万联证券指出,清明假期旅游市场的良好表现形成“涟漪效应”,进一步推高五一旅游市场预期。同程旅行数据显示,清明期间五一假期旅游产品的搜索热度环比提升超过320%。受燃油附加费上调及酒店价格上涨预期影响,游客纷纷提前锁定热门目的地及长线游的机票与酒店资源,利好OTA平台及跨境游旅行社等出行链相关公司。

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