According to the Zhitong Finance app, travel concept stocks continue to rise. As of press time, Ctrip Group-S (09961) rose 4.13% to HKD 333, while Tongcheng Travel (00780) rose 3.77% to HKD 13.78.

Citigroup's report stated that the published by the State Council has positive implications for the mainland's internet and media industries. The opinions explain the supportive directions for catering and lodging, tourism, entertainment, and digital consumption. The bank expects that service consumption, including entertainment consumption such as music, movies, online games, and esports, tourism, and local services, will remain resilient in a weak macro environment.

Huaxi Securities pointed out that the tourism industry has been mentioned by the central government several times recently, and is becoming a new strategic industry. The industry has significantly improved. As one of the important means of expanding and upgrading consumption, it is expected to usher in a new round of development opportunities. China Galaxy Securities stated that the summer transportation data reflects the resilience of the summer tourism market. As an absolute beneficiary of the tourism market growth as a traffic platform, the current industry competition pattern has improved, and the outbound/inbound tourism business is rapidly expanding. There is room for future growth, and we recommend Ctrip Group-S and Tongcheng Travel.