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春节长假将至,旅游行业有望提振,这些概念股频获调研

As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.

cls.cn ·  08:45

The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.

On December 20, the Financial Associated Press reported (editor: Zilong) that the Lunar Year of the Dragon (February 10, 2024 – January 28, 2025) is nearing its end, and the Spring Festival of 2025 is approaching. It is reported that the Spring Festival holiday runs from January 28 to February 4, lasting a total of 8 days. As one of the longer holidays of the year, it also marks a peak period for tourism, significantly increasing the consumer demand for travel.

According to the booking data from Tuniu Travel Network, as of now, the booking volume for travel products during the Spring Festival group tour period in the second week of December has increased by 40% compared to the previous week, with bookings for flight tickets and hotels rising over 50% month-on-month, and packaged travel products such as self-driving tours and free travel seeing an increase of nearly 40% month-on-month.

In addition, snow tourism has recently become a hot topic. The General Office of the Ministry of Culture and Tourism recently issued a notice on the announcement of the 2024-2025 National Ice and Snow Tourism Boutique Routes, identifying 12 routes as the national boutique ice and snow tourism routes for 2024-2025. Data from Ctrip shows that entering December, the search popularity for ice and snow travel-related products has continued to rise. Harbin remains at the top of the search heat for ice and snow tourism, followed by Changchun, Shenyang, Snow Town, and Mohe.

Regarding the symbols worth paying attention to, tourism attractions, Hotel Dining, ice and snow economy, and related concept stocks have been filtered. Anhui Jiuhuashan Tourism Development, Junting Hotel, Songcheng Performance Development, Bingshan Refrigeration & Heat Transfer Technologies, and Beijing Sanfo Outdoor Products have received significant attention from institutions this year, with the number of investigations reaching 263, 204, 123, 116, and 107 times respectively. Meanwhile, China National Cereals, Oils and Foodstuffs Corporation, China Camc Engineering, Long Jian Road & Bridge, Fujian Snowman, and Shenzhen Overseas Chinese Town have also had relatively high investigation volumes by institutions this year.

Note: For tourism-related concept stocks with the highest investigation volume from institutions this year (as of the close on December 19).

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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