论文部分内容阅读
今年以来,宏观经济环境并不乐观,旅游业作为强周期性行业,受到的影响较为显著。从旅游各板块来看,酒店业、交通运输业受到的波及较大,而景区、餐饮业、零售业受到的影响相对较低。年初以来,大部分景区受门票价格减免的抑制,餐饮和零售业受到抑制三公消费的影响,旅游业呈现整体走弱的格局。但随着中秋和国庆黄金周假期的临近,人们对于旅游的热情再次被激发,相应的旅游板块也在7月份以后走出了一波靓丽的行情。用发展的眼光来审视旅游业,我们不难发现其中蕴藏着的投资机会,并挖掘出具有安全边际的投资标的。
Since the beginning of this year, the macroeconomic environment has not been optimistic. As a highly cyclical industry, tourism has been significantly affected. From the perspective of all tourism sectors, the hotel industry and the transportation industry are greatly affected, while the scenic spots, the catering industry and the retail industry are relatively less affected. Since the beginning of the year, the majority of scenic spots have been dampened by the reduction of ticket prices, and the catering and retail industries have been affected by the suppression of the spending by the third party. The tourism industry has shown an overall weaker pattern. However, with the Mid-Autumn Festival and the National Day Golden Week holiday approaching, people’s enthusiasm for tourism once again be stimulated, the corresponding travel sector is also out of a wave of beautiful market after July. Looking at the tourism industry from a development perspective, we can easily find the investment opportunities in it and dig out investment targets with safety margins.