社会服务行业周报：冰雪游升温，冰雪产业迎政策利好

Investment Rating - The industry investment rating is "Increase" (maintained) [3] Core Viewpoints - The report highlights the rising popularity of ice and snow tourism, supported by favorable policies. The State Council recently issued opinions aimed at enhancing the ice and snow economy, targeting a total scale of 1.2 trillion yuan by 2027 and 1.5 trillion yuan by 2030. The report notes a significant increase in bookings for ice and snow-related attractions, with a 30% year-on-year growth in November and a 60% increase in searches for ice tourism destinations [3][4] - The report suggests that the issuance of these policies provides a solid foundation for the development of the ice and snow economy, and the construction of transportation projects will create significant opportunities for tourism in ice regions. It recommends focusing on listed companies related to the ice and snow economy [3] Summary by Sections Industry Data Tracking - The report includes various data tracking sections, such as travel data, hotel data, Hainan tourism data, and restaurant data, providing insights into the current state of the industry [8][9][14] Investment Suggestions - The report recommends focusing on specific companies within various sectors: - Hotel sector: Huazhu Group-S - Restaurant sector: Haidilao - Tourism and scenic spots: China Youth Travel Service, Changbai Mountain - Duty-free sector: China Duty Free Group - Professional services: Miao Exhibition, Keri International - Trend retail: Miniso [5][17]