《黑神话·悟空》火爆出圈，“IP+文旅”引领新出行

Investment Rating - The industry investment rating is "Overweight," indicating that the growth level of the industry is expected to exceed that of the CSI 300 index over the next six months [34]. Core Insights - The 2024 summer tourism market has set new performance records, with a significant increase in ticket and hotel bookings compared to the previous year. The summer of 2024 is expected to be the busiest travel period in history, with a notable rise in the integration of tourism, culture, art, sports, and technology [22][24]. - The domestic tourism market is gradually recovering, with county-level tourism and cultural tourism integration showing impressive results. Hotel bookings in lower-tier cities have increased significantly, outperforming first-tier cities [22][24]. - The film market is undergoing a transformation, with a nearly 50% decline in summer box office revenue compared to the previous year, yet it has surpassed the performance of 2021 and 2022. The supply of quality films is increasing, catering to diverse audience preferences [25][26]. Summary by Sections Market Performance Review - The social services sector index increased by 2.44%, ranking 13th out of 31 in the Shenwan primary industry performance [14][17]. - Sub-industry performance showed professional services leading with a 4.08% increase, followed by hotel and catering (3.64%), tourism and scenic spots (3.55%), education (2.95%), and sports II (2.86%) [19]. Individual Stock Performance - Top-performing stocks in the social services sector included Guojian Group (29.29%), Jianke Co. (21.76%), and Dou Shen Education (10.66%). Conversely, stocks like Fengshang Culture (-7.50%) and Su Shi Testing (-5.63%) saw declines [20]. Industry News Dynamics - The integration of sports and tourism is gaining traction, with events like the automotive and motorcycle off-road challenge in Hanyin County promoting local tourism [29]. - The "Meteorological Tourism Development Conference" highlighted the growing intersection of meteorology and tourism, suggesting new opportunities for high-quality tourism development [30].