国泰海通：消费政策利好 文旅行业迎来消费回暖

Core Viewpoint - Leading tourism companies are expected to benefit from policy support and the growth of employee cultural and sports consumption, leading to potential short-term gains and long-term performance growth [1][2]. Group 1: Policy Support and Industry Growth - The four ministries issued a document to promote employee cultural and sports consumption, aiming to unleash consumption potential by 2030 [2]. - The document outlines the establishment of a comprehensive employee cultural and sports activity system, enhancing service quality to meet diverse cultural needs [2]. Group 2: Encouragement of Activities and Spending - There is encouragement to increase the proportion of union funds allocated to employee cultural and sports activities, with a focus on collective bargaining for funding and scheduling [3]. - The plan includes promoting seasonal trips, with a maximum of four trips per year, and developing exclusive cultural and sports products for employees [3]. - Local unions are encouraged to issue cultural tourism vouchers and organize film exhibitions to enhance employee engagement in cultural activities [3].