Group 1 - The tourism sector stocks have collectively risen, with notable increases in companies such as Tongcheng Travel (up 5.02% to HKD 23.86), Trip.com Group (up 4.08% to HKD 600), Huazhu Group (up 4.01% to HKD 38.36), and Meituan (up 1.42% to HKD 106.9) [1] - During the New Year's holiday, domestic travel reached 142 million trips, a 5.2% increase compared to the 2024 New Year's holiday, with total spending amounting to CNY 84.789 billion, reflecting a 6.3% growth [1] - The average spending per person during the holiday increased by 1.1% compared to the previous year, driven by a rich supply of winter-themed travel options such as ice and snow tourism, winter escapes, and New Year celebrations [1] Group 2 - The National Immigration Administration reported an average of 2.2 million inbound and outbound trips per day during the holiday, marking a 28.6% year-on-year increase and approximately 28% higher than 2019 levels, with outbound trips by mainland residents rising by 39.1% [1] - Citigroup's research indicates that while domestic travel performance is expected to remain stable for the upcoming 2026 New Year, cross-border travel is anticipated to show robust growth [1] - The upcoming Spring Festival is projected to be more significant, with expectations for strong performance due to a 9-day holiday in 2026, one day longer than in 2025 [1]
港股异动 | 旅游概念股集体走高 2026年旅游市场开门红 花旗预期春节表现将较为强劲