港股异动 | 旅游概念股今日普涨 促文旅消费及延长假期措施出炉 出游需求有望在春节集中释放

智通财经
20 Jan

智通财经APP获悉,旅游概念股今日普涨,截至发稿,同程旅行(00780)涨3.83%,报18.96港元;携程集团-S(09961)涨3.7%,报532港元;中国中免(01880)涨2.74%,报48.7港元;香港中旅(00308)涨1.02%,报0.99港元。

消息面上,1月13日,国务院办公厅印发《关于进一步培育新增长点繁荣文化和旅游消费的若干措施》的通知,涵盖激发文化及旅游消费潜力、完善相关政策环境、优化入境旅游政策等多个面向。花旗认为,上述文件及增加公共假期的措施表明,旅游是政府促进经济的一大方向。

海通证券指出,随着“免签圈”持续扩容,入境游高增长或成25年春节旅游市场一大亮点,OTA平台预定量显著提高,考虑到25年元旦仅放一天假及外国人入境免签政策红利释放,出游需求有望在春节集中释放。中金指出,2025年除夕被纳入法定节假日,假期增加至8天,从目前已有的数据来看,更长的假期可以让大家同时返乡和度假,不管是国内还是跨境出行需求均较为旺盛。

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