旅游出行板块走高，九华旅游涨停，君亭酒店等大涨

Core Viewpoint - The tourism and travel sector has shown significant gains, with stocks such as Jiuhua Tourism hitting the daily limit, and others like Junting Hotel and Dalian Shengya also experiencing notable increases. This surge is attributed to recent policy support aimed at boosting service consumption, which is expected to invigorate the industry [1]. Group 1: Policy Support - Recent policies in the service consumption sector are designed to enhance industry growth, emphasizing the release of service consumption potential [1]. - The National Business Work Conference highlighted the importance of improving trade and investment facilitation in Hainan Free Trade Port, while Shanghai introduced 16 measures to stimulate consumption through cultural and tourism integration [1]. - Various departments have issued opinions to expand cultural and sports consumption, encouraging grassroots unions to organize seasonal trips and offer exclusive discounts on cultural and tourism products [1]. Group 2: Market Outlook - Guosen Securities predicts that boosting domestic demand will be a key focus for economic development by 2026, with significant potential for service consumption in China compared to overseas markets [1]. - The report suggests that service consumption could become a new focal point for the government, especially as commodity consumption subsidies are optimized [1]. - The current funding allocation in the sector is at a historical low, and overall valuations reflect many pessimistic expectations, indicating a potential for recovery in service consumption as policies align with income expectations [1].