Xin Lang Cai Jing·2026-01-13 00:57Core Insights - The 2026 Spring Festival holiday will last for 9 days from February 15 to February 23, marking the longest Spring Festival holiday in history [1] - The Spring Festival is a crucial driver of domestic tourism in China, with 5.01 billion domestic trips and a total expenditure of 677 billion yuan during the 2025 holiday, reflecting a year-on-year growth of 5.9% and 7.0% respectively [1] - The tourism market is already experiencing a surge in activity, with over 3 million flight tickets booked for the 2026 Spring Festival as of January 9, showing a 20% increase in daily bookings compared to the same period last year [1] Company and Industry Highlights - Key tourism and travel-related stocks with significant institutional interest include: - Songcheng Performance (300144.SZ) with 160 institutional visits and a price increase of 222.57% [2] - Guangdong Expressway (000429.SZ) with 156 visits and a price increase of 229.04% [2] - Three Gorges Tourism (002627.SZ) with 143 visits and a price increase of 57.46% [2] - Sichuan Chengyu (601107.SH) with 115 visits and a price increase of 174.00% [2] - Baiyun Airport (600004.SH) with 100 visits and a price increase of 244.58% [2] - Other notable stocks with high institutional visits include HNA Holding (600221.SH) with 66 visits and a price increase of 753.11%, and China Duty Free (601888.SH) with 32 visits and a price increase of 1954.90% [2][3] - Stocks with high price increase frequency over the past year include: - Caesar Travel (000796.SZ) with 13 price limit increases [3] - Tibet Travel (600749.SH) and Haikou Group (603069.SH) each with 10 price limit increases [3]