"Star" cancels the recovery of tourism on the road

On the afternoon of June 29, according to the website of the Ministry of Industry and Information Technology, the "Star Number" mark was canceled from now on. Once the news was released, it caused heated market debate. Several netizens said on social platforms, "Where did you start to play in the summer vacation?" On the whole, the enthusiasm of tourists' travel is being stimulated.

According to the data of where to go to the platform, half an hour after the above news was released, as of 15:30 pm on June 29, the search volume of the platform ticket increased by 60%, the hotel search volume doubled, and the number of train ticket search rose to 1.5 times. As of 17:00 on June 29, the number of platform ticket search volume increased by more than double the news from the previous month.

Regarding the news of the "Star Number" mark of the communication stroke card, there are also many tourism industry practitioners expressed excitement to the Securities Daily reporter.

Tourism

There is a confidence

"The re -production of the tourism industry is even more confident!" When answering the reporter of the Securities Daily, the tone of the spokesperson for China Youth Tourism, Xu Xiaolei, was hard to hide. He told reporters that the cancellation of the "Star Number" mark of the communication itinerary means that the frequency of personnel travel is expected to accelerate significantly, and it has a significant promotion effect on further production and resumption of work and resumption of work from all walks of life. At the time of the summer, the "Star" mark is canceled at this time, so that the industry's performance in the summer season of summer travel is full of expectations.

The emergence of major favorable goodness made practitioners on the tourism industry chain busy. Xu Xiaolei told reporters that when he put down the phone, he was going to attend the next work meeting.

The relevant person in charge of the Beijing -listed travel enterprise Zhongxin Tourism also told the Securities Daily that the colleagues in the product department have been obviously busy in the near future. "Recently, the tourism industry densely ushered in a favorable policy. Although the inter -provincial tourism has not been completely released, everyone has begun to prepare new products, connect new destination resources, and do whatever they can."

Zhongxin Tourism said, "The" Star "marks have been canceled, and cross -provincial travel should be‘ minute ’!”

Some practitioners in the hotel industry also told the Securities Daily that the company's marketing activities have been significantly increased in the near future. In the window period of gradually recovering in this industry, the group is focusing on improving the source of customers.

"The official cancellation of the" Star Number "mark this time has released a more positive signal for the entire industry." Gao Peng, a civil aviation industry, told the Securities Daily reporter, "Canceling the 'Star Number' means The order restoration coincides with the summer season, you can look forward to the level of summer travel this summer. "

Civil aviation industry

It is expected to welcome cash flow in the third quarter

Gao Peng said, "After the first half of the market, the cancellation of the" Star "means that the civil aviation industry is expected to usher in cash flow in the third quarter."

"Only when the flow of personnel is more convenient, the tourism industry will recover quickly." Long Fei, a postdoctoral dragon of the Institute of Finance and Economics of the Chinese Academy of Social Sciences, told the "Securities Daily" reporter that "the cancellation of the" Star Number "mark of the communication card is the change in my country's epidemic prevention policy according to the situation. The positive adjustment made, and after the adjustment of the isolation policy, it will release positive signals to the recovery of the tourism industry. As the "Star Number" cancels, the relevant news of adjusting the epidemic prevention policy in various places is expected to appear one after another. "

In Long Fei's view, the cancellation of the "Star" mark on the communication card is an iconic event on the recovery of the tourism industry. With the introduction of favorable policies, the travel industry practitioners and tourists have increased their travel confidence. "Summer is coming soon, and the summer tourism peak may occur. Tourism companies need to return to the state of work as soon as possible to resumption. Visitors have suppressed tourism demands for a long time, and they are also expected to gradually release due to the adjustment of travel policies to promote market recovery. "

"Some tourists will have cash flow." Long Fei told reporters that in the third quarter, tourism companies and airlines on the tourism industry chain are expected to usher in cash flow.

It is worth mentioning that the recent favorable policies of the tourism industry have come out, driving the tourism industry related listed companies in the secondary market. Although the news of the "Star" labeling of the "Star" label was released on June 29th, there were still two stocks in the attractions and tourist sectors on the day. Prior to June 28, the attractions and tourism sectors, hotels and catering sectors, and airport shipping sectors performed active.

So, with the "Star Number" mark on a communication stroke card, will tourism stocks usher in the rise again?

In this regard, many industry insiders expressed optimism about the Securities Daily reporter, but some practitioners admitted that under active expectations, some stocks have undergone multiple rounds of hype, and the current stock price is already at a stage high.

Yang Delong, chief economist of Qianhai Open Source Fund, told a reporter from the Securities Daily that the cancellation of the "Star Number" mark by the communication itinerary is a major benefit for the tourism industry. It does not rule out that the relevant stock may have valuation fluctuations.

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