Zheng Quan Shi Bao Wang·2025-11-04 06:57Core Viewpoint - The tourism sector is experiencing significant growth, with stocks like Dalian Shengya reaching historical highs, driven by policies aimed at boosting service consumption and domestic demand [1] Group 1: Market Performance - Dalian Shengya has hit the daily limit up and reached a historical high [1] - Changbai Mountain has increased by approximately 7%, while Xiyu Tourism and Lingnan Holdings have risen by about 5% [1] Group 2: Policy Impact - Current economic support measures are focused on stabilizing growth and enhancing domestic demand, leading to a shift in service consumption towards becoming the mainstay of resident spending [1] - The implementation of various measures from the "Several Policy Measures for Expanding Service Consumption" is expected to gradually yield positive effects [1] Group 3: Investment Recommendations - In the cultural tourism sector, there is a dual driving force from inbound tourism and youth travel demand, suggesting a focus on leading inbound travel agencies and scenic spots that align with the spring and autumn travel rhythm [1] - In the sports sector, the economic impact of events is significant, with potential in tourism, dining, and IP products derived from events, recommending attention to sports companies involved in event operations and related services [1]