【银河证券:假期天数增加+入境免签放宽 关注OTA及景区板块的春节旺季行情】 中国银河证券研报表示,考虑今年春节假期天数增长,预计居民长线出行需求有望释放。据全国春运电话会议公布数据,2025年春运期间全社会跨区域人员流动量将达到80亿人次/同比+7%,增速较国庆+3.1pct;CADAS预测春运期间民航预计日均完成旅客吞吐量467.6万人次/同比+10.8%,增速与国庆期间基本保持持平。此外,近期国家移民局全面放宽优化过境免签政策,将过境免签外国人在境内的停留时间延长至240个小时,入境旅客增长有望为国内游市场带来增量,推荐携程集团-S、同程旅行、三特索道。

金融界
07 Jan
中国银河证券研报表示,考虑今年春节假期天数增长,预计居民长线出行需求有望释放。据全国春运电话会议公布数据,2025年春运期间全社会跨区域人员流动量将达到80亿人次/同比+7%,增速较国庆+3.1pct;CADAS预测春运期间民航预计日均完成旅客吞吐量467.6万人次/同比+10.8%,增速与国庆期间基本保持持平。此外,近期国家移民局全面放宽优化过境免签政策,将过境免签外国人在境内的停留时间延长至240个小时,入境旅客增长有望为国内游市场带来增量,推荐携程集团-S同程旅行三特索道

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