整体上涨1.06% 旅游酒店板块低开后震荡走高

Group 1 - The tourism and hotel sector experienced a low opening but saw a rebound, with an overall increase of 1.06% by 11:00 AM, and 24 out of 39 stocks rising, including significant gains from Xiyu Tourism (9.99%), Xi'an Tourism (9.96%), and Tibet Tourism (6.96%) [1] - The sector saw a net inflow of large orders amounting to 91.54 million yuan, with 19 stocks experiencing net inflows, including Xi'an Tourism (63.93 million yuan), China Duty Free Group (40.20 million yuan), and Xiyu Tourism (19.66 million yuan), all exceeding 10 million yuan in net inflow [1] - Guohai Securities suggests that the stabilization of the domestic pandemic will positively impact consumer recovery, particularly in discretionary consumption sectors such as hotels, dining, and tourism, which may further boost duty-free consumption, especially in offshore duty-free [1] Group 2 - Guohai Securities recommends focusing on leading companies benefiting from the gradual recovery of discretionary consumption, including Songcheng Performance, ShouLai Hotel, and the duty-free industry leader China Duty Free Group, as well as Suning.com, which has a strong online and offline integration [1]