Group 1 - The tourism market is experiencing significant growth as the New Year holiday approaches, with a notable increase in search interest for keywords like "New Year" and "cross-year" on the Tongcheng travel platform [1] - From December 1 to 19, 2023, two tourism-themed ETFs (Fuguo CSI Tourism Theme ETF and Huaxia CSI Tourism Theme ETF) saw a net inflow of over 1.4 billion yuan, contrasting with net outflows in the previous month [1] - On December 19, the Shenwan Tourism and Scenic Area Index surged nearly 2.5%, with a month-to-date increase of 1.37%, significantly outperforming the broader market [1] Group 2 - Notable tourism companies with significant stock price increases in December include: - Three Gorges Tourism (002627) with a month-to-date increase of 20.25% - Qujiang Cultural Tourism (600706) with a month-to-date increase of 12.37% - Tianmu Lake (603136) with a month-to-date increase of 11.02% [2] - Three Gorges Tourism has established itself as a leader in the Yangtze River tourism sector and aims to become a top player in China's inland cruise tourism, with plans to accelerate the development of inter-provincial cruise tourism [1]
元旦前旅游板块关注度大幅提升,三峡旅游获近70家机构调研