旅游餐饮板块走高,曲江文旅涨停,长白山等拉升
Zheng Quan Shi Bao Wang·2025-12-17 03:47

Core Viewpoint - The tourism and catering sector is experiencing a surge, particularly in the ice and snow tourism segment, with significant increases in stock prices for related companies [1] Group 1: Market Performance - Qujiang Cultural Tourism has reached its daily limit increase, while Sanxia Tourism has risen by approximately 7%, and Shoulu Hotel has increased by about 5% [1] - Other companies such as Changbai Mountain and Dalian Shengya have also seen stock price increases of over 3% [1] Group 2: Ice and Snow Tourism Trends - The ice and snow tourism market is gaining momentum as the winter season approaches, with a nearly 900% year-on-year increase in search volume for "outdoor ski resorts" since mid-October 2025 [1] - Major cities leading in ice and snow tourism include Shenzhen, Beijing, Shanghai, Harbin, Zhangjiakou, Wuhan, Guangzhou, Hangzhou, Shenyang, and Chengdu [1] - There has been a more than 20% year-on-year increase in searches for "food near ski resorts" and "hotels near ski resorts" on Meituan [1] Group 3: Investment Recommendations - Zhongyin Securities notes that winter is typically a low season for cultural tourism, but the interest in ice and snow tourism is rising, particularly in northern regions [1] - The firm suggests focusing on companies with strong performance growth certainty in the travel chain and related industries [1]