逆市大涨！旅游及酒店概念股活跃，云南旅游实现“2连板”

Core Insights - The article highlights a significant rebound in the tourism and hotel sector, driven by government policies aimed at expanding service consumption and a resurgence in consumer travel demand [2] Group 1: Government Policies - The Ministry of Commerce and nine other departments have released measures to expand service consumption, including 19 initiatives to enhance consumer experiences [2] - Initiatives include the "Service Consumption Season" activities, support for collaborations between quality consumption resources and well-known IPs, and extending operating hours for popular cultural and tourist venues [2] Group 2: Market Performance - Tourist and scenic companies are experiencing revenue recovery due to sustained demand for travel and supportive policies [2] - Data from the May Day holiday indicates a strong enthusiasm for travel among residents, contributing to a continuous market rebound [2] Group 3: Consumer Behavior - The introduction of a 240-hour visa-free entry policy and a new "buy and refund" tax rebate for outbound tourists are expected to boost inbound tourism numbers [2] - The reduction of adjusted workdays has led more tourists to opt for early bird or staggered trips, enhancing the performance of long-distance travel destinations [2]