Extended version holiday coming after epidemic: Tourism Jedi counterattack?

category:Finance
 Extended version holiday coming after epidemic: Tourism Jedi counterattack?


Travel is difficult

During the national day, the phenomenon of one room hard to find appeared in B & B. Ms. Yu, who also lives in Beijing, told reporters that during the National Day holiday, she had planned to take her pet dog to a B & B in the suburb of Changping for two days, but those with suitable prices and locations were fully reserved, so she had to go to Hulunbeier for five days.

A person in charge of the operation Department of a Shanghai based wanghong B & B told reporters that since the beginning of September, 600 or 700 people have already reserved rooms in succession. So far, they are basically full. Some guests have already made reservations in early July in order to be able to move in smoothly during the national day.

According to the data of wooden bird home stay, the summer orders of the platform began to grow steadily from late August. As of September 13, the data showed that orders in September increased by 0.9 times compared with the same period last year. There is still half a month before the mid autumn National Day holiday. The number of orders during this years National Day holiday has reached 80% of the total number of orders for the whole national day holiday last year, which is expected to exceed that of last year.

Its not only B & B, but also high star hotel. Ctrip data shows that Shanghai, Sanya, Chengdu and other booking hot ahead, in terms of growth rate, Lhasa booking volume growth is the largest, at present, the number of orders soared more than 600% year-on-year. The growth rate of Shangri La, Jinghong, Huzhou, Shenyang, Zhangye, Dunhuang and Changzhou has doubled.

In addition, the average booking price of high star hotels has risen steadily, and the average price of high star hotels in Shanghai has increased by more than 20% compared with the same period last year.

In addition to hotels, air ticket bookings are also Climbing. Qunar.com data shows that as of September 14, the number of domestic air ticket bookings for the National Day holiday has exceeded the level of the same period last year.

On September 10, 1.51 million passengers left Hong Kong on domestic routes, which has exceeded the level of the same day last year. According to the current domestic civil aviation recovery situation, the domestic civil aviation passenger volume increased by about 10% over the same period last year. It is expected that domestic civil aviation will transport more than 15 million passengers, a new high since the establishment of the National Day golden week. Lan Xiang, President of qunar big data research institute, said.

According to qunar.com, the average price paid by many popular routes is lower than that of last year. Most passengers from Beijing go to Chengdu, Shenzhen, Guangzhou and Shanghai. Among them, the average price paid by Beijing Chengdu is 1028 yuan, down 14% year-on-year; that between Beijing and Guangzhou is 857 yuan, a year-on-year decrease of 26%. In addition, the average price paid between Beijing and Shanghai was 597 yuan, down 24% year-on-year; the average price paid between Shanghai and Beijing was 547 yuan, down 36% year-on-year.

Industrial prosperity

With the expansion and price reduction of scenic spots and bloodletting of tourism enterprises, the tourism industry chain is ready to go

Tourists enthusiasm for tourism is lit, and the tourist attractions will be welcomed by tourists everywhere. The policy is also very awesome.

On July 14 and September 18, the Ministry of culture and tourism issued two notices successively to resume group tourism across provinces (districts and cities), and adjust the limited measures for scenic spots. The latest notice clearly states that the number of tourists received by scenic spots should not exceed 75% of the maximum carrying capacity.

At the same time of expansion, the price of scenic spot tickets has been continuously reduced.

In August this year, the general office of the national development and Reform Commission issued a notice on continuously promoting and improving the ticket price formation mechanism of state-owned scenic spots. According to the notice, different operation and management modes of scenic spots should be innovated, and classified measures should be taken to promote the return of ticket prices of state-owned scenic spots to a reasonable range, reduce the high level of ticket prices, and promote the disclosure of revenue and expenditure information.

All over the country have responded, opening the scenic spot price reduction tide. For example, 81 State-owned scenic spots in Shandong Province all implement a discount of no less than 50%; more than 400 A-level scenic spots in Guizhou Province implement a 50% discount; nearly 400 A-level scenic spots in Hubei Province are open to national tourists free of charge.

In this context, many OTAs began to bleed and introduce hard core subsidy measures. On September 8, Feizhu travel announced the launch of the first 10 billion yuan subsidy program in the tourism industry. The first phase started with hotel products, covering 100000 hotels in 100 cities across the country. Before the national day, it will further cover the admission tickets of scenic spots and parks. Ctrip launched a tourism member day promotion activity in early September, integrating advantageous products and giving subsidies, with a maximum reduction of 1000 yuan for holiday products.

According to Feizhu, the scenic spot tickets will be included in the 10 billion yuan subsidy before the national day. After the subsidy of Shanghai Disneyland tickets, there will be a rare historical low price of 199 yuan, and the ticket prices of scenic spots such as the Forbidden City, Changlong and Haichang will also be reduced by 50%.

The 10 billion subsidy is not a short-term marketing activity, but a long-term measure to build business value for consumers. Flying pig travel president Zhuang Zhuo ran said.

Before the festival, Caesars tourism industry once rose more than 20%, can the momentum be sustained?

Although multiple positive concentrated release, but tourism, hotel plate in the pre holiday market volatility. In the middle of September, the tourism and hotel sector showed an overall upward trend, with tengbang international and Kaiser tourism rising by more than 20%. However, in late September, tourism and hotel sectors showed a downward trend. As of the end of September 30, Zhongxin tourism fell, while tengbang international, Lingnan holdings and Xian Tourism fell.

In the first half of this year, affected by the epidemic situation, among the 21 listed tourism enterprises including the new third board, 17 of them will suffer losses in 2020, and only 4 companies will be in a profitable State. Wind data shows that the total revenue of 21 listed tourism enterprises in the first half of this year was 24.12 billion yuan, compared with 35.15 billion yuan in the same period of last year, a year-on-year decrease of 31.38%.

However, there are still profitable tourism enterprises in the first half of the year, including Yunnan tourism, impression of Sanxiang, overseas Chinese city and Songcheng performing arts. Among them, the revenue of OCT in the first half of the year was 17.108 billion yuan, a year-on-year decrease of 3%; the net profit was 2.138 billion yuan, a year-on-year decrease of 24%.

Also hit hard during the outbreak was the aviation sector. Wind data shows that there are 10 A-share listed companies in Shenwan air transport sector and 4 A-share listed companies in airport sector. The total net profit attributable to the parent company of the air transport sector decreased by 551.95%, while that of the airport sector decreased by 118.48%. Since January 1 this year, the average stock price decline of air transport plate has reached 20.39%, and that of airport plate has reached 15.45%.

Some securities companies believe that the low performance of the aviation industry has passed, and the recovery of domestic aviation demand has accelerated.

Western Securities believes that the impact of the epidemic will not change the upward trend of the aviation industry and pay attention to the poor expectations brought about by structural repair. The worst moment of the second quarter of the aviation industry has passed, but the overall recovery of the industry is still a gradual process. In the short term, the low risk of the airlines business volume may have been fully released. The substantial progress of vaccine research and development, the elasticity of ticket price and the expected difference of structural repair caused by the liberalization of international routes are expected to catalyze the stock price upward. In the medium and long term, the impact of the epidemic will not change the upward trend of the aviation industry, and the suppressed and delayed travel demand is expected to be released after the epidemic, forming a strong rebound. Huachuang securities also said that the aviation industry entered the strategic allocation time point. At present, the aviation sector is at a low level, and this year it has significantly lost the CSI300 index. During the process from the recovery of industry fundamentals to the recovery of mood, the performance of airline stock price has not completely matched, and the worst time of the industry has been clearly passed. The overall performance of the second quarter has narrowed compared with the loss in the first quarter. It is expected that the loss margin will be further narrowed in the third quarter. Author: editor of Beijing News_ NF

Western Securities believes that the impact of the epidemic will not change the upward trend of the aviation industry and pay attention to the poor expectations brought about by structural repair. The worst moment of the second quarter of the aviation industry has passed, but the overall recovery of the industry is still a gradual process. In the short term, the low risk of the airlines business volume may have been fully released. The substantial progress of vaccine research and development, the elasticity of ticket price and the expected difference of structural repair caused by the liberalization of international routes are expected to catalyze the stock price upward. In the medium and long term, the impact of the epidemic will not change the upward trend of the aviation industry, and the suppressed and delayed travel demand is expected to be released after the epidemic, forming a strong rebound.

Huachuang securities also said that the aviation industry entered the strategic allocation time point. At present, the aviation sector is at a low level, and this year it has significantly lost the CSI300 index. During the process from the recovery of industry fundamentals to the recovery of mood, the performance of airline stock price has not completely matched, and the worst time of the industry has been clearly passed. The overall performance of the second quarter has narrowed compared with the loss in the first quarter. It is expected that the loss margin will be further narrowed in the third quarter.