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港股异动 | 飞扬集团(01901)涨超7%领涨旅游概念股 南北方远距离出行成旅游新潮流

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旅游概念股延续近期涨势,截至发稿,飞扬集团(01901)涨7.07%,报1.06港元;同程旅行(00780)涨3.91%,报14.9港元;携程集团-S(09961)涨3.69%,报297.6港元;香港中旅(00308)涨2.26%,报1.36港元。

消息面上,文化和旅游部数据显示,2024年元旦假期三天,全国实现国内旅游收入797.3亿元,同比增长200.7%。有报告显示,京津冀、东三省等北方地区吸引了众多南方游客。海南、广东、广西等“暖冬游”目的地则受北方游客青睐。

业内人士认为,随着寒假、春节到来,旅游热趋势有望延续,冰雪板块或迎新一波客流高峰,南北方远距离出行也会为出行链带来投资机会。国金证券指出,本次元旦国内旅游人次、收入恢复数据略好于预期,该行持续看好国内旅游、出境游补偿性需求随供应量恢复仍有较大释放空间。

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