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港股旅游板块飙升5%,疫情修复窗口到来?

Hong Kong stock tourism sector surged 5%, epidemic repair window coming?

格隆滙 ·  Feb 17, 2021 15:48

Hong Kong's Hang Seng Index rose to 1 per cent in the afternoon, rising above 31000 for the first time since June 2018. Among them, the tourism sector rose more than 5%, showing eye-catching performance. at the level of individual stocks, vertical and horizontal travel holdings soared 71%, professional travel and Genting Hong Kong rose more than 30%, and Cheng Yilong rose 14%.

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The restlessness of the tourism sector, on the one hand, is nothing more than the positive factors brought about by the Spring Festival holiday.Four days before the Spring Festival, ticket bookings in scenic spots increased by 105% compared with last week. Ticket bookings in 127 cities have more than doubled.

In addition, compared with previous long-distance "long-distance tours", more and more people choose "residential hotels to celebrate the Lunar New year" during the Spring Festival this year because of the epidemic. February 14 coincides with Valentine's Day, and the hotel also ushered in the booking peak during the Spring Festival. Big data on the same trip predicts that hotel bookings will continue until the fifth day of the first lunar month, and bookings for the second half of the holiday will be higher than those for the first half. Bookings for Leisure Inn Hotel, represented by e-sports rooms, audio-visual rooms and hot spring rooms, increased by 32.5% compared with the same period in 2019.

On the other hand, market expectations for the recovery of Hong Kong's tourism industry have increased.As far as Hong Kong is concerned, affected by the fourth wave of the epidemic, the tourism industry and the catering retail industry are still hard hit. The number of initial visitors to Hong Kong in January was about 4370, a year-on-year drop of 99.9 per cent. Among the visitors to Hong Kong, there were 2874 mainland visitors and 1494 non-mainland visitors. The number of short-haul and long-distance passengers was 640 and 535 respectively, and 244 were from the new market.

However, after three months of repetition, the fourth wave of the epidemic in Hong Kong finally recorded single-digit diagnosis for two consecutive days after the Lunar New year. After 9 new confirmed cases in Hong Kong on the 15th, the number of confirmed cases in a single day fell further to 8 on the 16th.

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The gradual easing of the epidemic has brought about expectations of a recovery in Hong Kong's tourism and catering consumption.

On the face of the newsThe Hong Kong Special Administrative region Government will conditionally relax some social distance measures from the 18th.Including relaxing the gathering restriction to four people per table, extending the dining time to 22:00 and reopening beauty and fitness centres. The five types of premises, such as party rooms, nightclubs, bathrooms, swimming pools and sparrow Tianjiu playgrounds, must remain closed. While social distance measures are gradually relaxed, the HKTB will also launch a new round of activities, apart from tour groups and plans to extend to the hotel industry. The activities will make reference to the previous round of models, hoping to encourage local consumption and strengthen the consumption chain.

Hong Kong is the fastest to travel locally.Reschedule early next month. Although the profit of the local tour is not much, it is better than the business completely frozen. The "enjoy your Tour to Hong Kong" campaign launched by the Hong Kong Tourism Board subsidizes travel agencies to receive HK $500 per group member and extends the subsidized activities of the "Green living Tour locally".

In addition, it is one of the most representative landmarks carrying the happy memories of tourists from Hong Kong and all over the world.Hong Kong Ocean Park and Hong Kong Walt Disney Company Parkreopen. Hong Kong Ocean Park announced that it will reopen on February 18. The online reservation system of the park will start accepting reservations for admission at 5: 00 p. M. today. The park will continue to implement a series of stringent epidemic prevention measures to protect the health and safety of visitors, staff and animals. Hong Kong's Walt Disney Company Park will reopen on February 19th.

At present, the tourism industry is deeply affected by the epidemic crisis, and many airlines, hotels, cruise ship operators, travel agencies and car rental companies are struggling in crisis management, but the recovery after the crisis is bound to come. At that time, the leading companies in the industry are expected to regroup.

Today, the Hong Kong stock tourism, retail industry collectively rose, for tomorrow's A-share market opening also has a certain foreshadowing role, the relevant plate can still look forward to a good start.

The translation is provided by third-party software.


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