港股异动丨旅游概念股拉升 携程涨超6%、同程涨4% 暑期出游旺季全面开启

中金财经
Jun 29

  港股旅游概念股拉升,其中,携程集团涨超6%,同程旅游涨4%,香港中旅涨2%,中国中免粤运交通跟涨。   消息上,随着全国中高考陆续结束,各地中小学生也相继进入暑假节奏,暑期出游高峰期即将到来。综合民航、铁路及主流在线旅游平台数据来看,今年暑期出行需求集中释放,推动机票价格小幅上涨,亲子、学生客群仍是出行主力。小众目的地、特色旅游列车和深度文化体验的升温,则让今年的暑运出行市场较往年更加多元化,整体呈现“稳中有升、结构优化”的特征。   华西证券认为,暑期旺季临近有望提振出行链相关板块表现,免签政策的持续优化带来入境游持续增长,看好OTA平台(携程、同程旅行)及出境游旅行社龙头。国金证券指出,Q2起景点板块低基数效应明显叠加休闲旅游需求火热,市场对出境游核心资产携程关注度提升。          

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