酒店、景区、餐饮概念下挫,旅游ETF连续5日调整,后市关注冰雪旅游
Mei Ri Jing Ji Xin Wen·2025-11-20 02:51

Core Viewpoint - The tourism sector is experiencing a downturn, with significant declines in stocks such as Nanjing Shanglv, Jinling Hotel, and Quanjude, impacting the overall performance of the tourism sector [1] Group 1: Market Performance - The tourism ETF (562510) fell nearly 1% during intraday trading and has declined for five consecutive days [1] - Yunnan Tourism, which had previously hit the daily limit, saw a drop of over 6% [1] Group 2: Travel Trends - According to Tongcheng Travel data, there has been a rapid increase in flight bookings from major cities like Shanghai and Guangzhou to popular winter destinations such as Harbin since November [1] - It is expected that from mid-November this year to around New Year's Day 2026, ticket prices for popular winter routes will steadily rise [1] Group 3: Destination Diversification - For the 2025-2026 snow season, there is a trend towards diversification in popular domestic winter travel destinations, with rising interest in places like Xinjiang and Inner Mongolia, in addition to traditional favorites like Harbin [1] - Southern destinations such as Lijiang and Chengdu have also entered the top twenty list of popular winter travel spots [1] Group 4: Future Outlook - The tourism ETF tracks the CSI Tourism Theme Index, which includes sectors such as scenic spots, civil aviation, duty-free, hotels, and catering [1] - Looking ahead, multiple catalysts such as winter tourism, outbound travel, visa-free policies, and the longest Spring Festival holiday may boost sentiment in the tourism sector [1]