CITIC SEC stated that during the Spring Festival in 2025, the expected increase in travel consumption is high in certainty, although there is still a price gap which is showing convergence. According to the Ministry of Transportation and Flight Butler, the passenger volumes for Railroads and civil aviation during the Spring Festival travel season are expected to increase by 5.5% and 10.9% respectively, both reaching historic highs, laying a foundation for the consumer sentiment of travel during the Spring Festival. In 2025, taking into account the rebound in demand expectations under policy transmission and the positive promotion of industry supply improvements, attention should be paid to price turning points during the process of supply-demand pattern rebalancing, recommending allocation to the OTA Sector with strong fundamental certainty, along with cyclical hotel, human resources, and high-quality stocks in Dining, scenic spots, and Gambling that are expected to gradually greet operational turning points, while also paying attention to the data trends in the duty-free sector.

- Latest
- Detail
中信证券:配置基本面确定性强的OTA板块
CITIC SEC: Allocate to the OTA Sector with strong fundamental certainty.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Got it
Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Got it
Write a comment
0 0 0
LikeLoveLaughing CryRespectEmmSadAngry
Tap to Select a Mood
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
Use the share button in your browser
to share the page with your friends
Tap here to share
No comments yet. Write one.
Latest
11:42
Prime Minister said: Canada will never become the 51st state of the USA.
11:38
The Hong Kong stock Baidu rose by more than 7%. Wenxin said it will be completely free from 00:00 on April 1
BIDU+4.36%
11:35
Huawei's 10 Gigabit Asia Vets OLT OptiXaccess MA5800T has been awarded the title of "Leader" in the FTTP field by GlobalData.
Investment Course

Choose stocks based on financial reports
Quickly master financial season learning guidelines
When the financial season comes, company stock prices are the most likely to rise and fall, and many excellent investors will see the financial season as a good
How to view Tesla's performance in January 2025? Pay attention to these four key points.
It's earnings season for US stocks again. The performance of giant companies not only affects their own stock prices but also influences the overall trend of th
In 【2024.11】, surged more than 0.04 million times, achieving the title of stock god Buffett! How do you view Berkshire's performance?
When it comes to legendary figures in the investment world, the name of Warren Buffett, the helm of Berkshire Hathaway, is definitely unavoidable. $Berkshire Ha
Statement
This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.