官方首提放鬆邊境限制,旅遊板塊上漲
據中國政府網,國務院1月20日印發《“十四五”旅遊業發展規劃》,指出在疫情防控常態化條件下創新提升國內旅遊,在國際疫情得到有效控制前提下分步有序促進入境旅遊、穩步發展出境旅遊。
到2025年,旅遊業發展水平不斷提升,現代旅遊業體系更加健全,旅遊有效供給、優質供給、彈性供給更爲豐富,大衆旅遊消費需求得到更好滿足,國內旅遊蓬勃發展,出入境旅遊有序推進,旅遊業國際影響力、競爭力明顯增強,旅遊強國建設取得重大進展。
建設一批富有文化底蘊的世界級旅遊景區和度假區,打造一批文化特色鮮明的國家級旅遊休閒城市和街區,紅色旅遊、鄉村旅遊等加快發展。
花旗指出,儘管由於omicron的擴散,中國開放邊境仍有較高的不確定性,但這是政府首次在官方文件中提到放鬆邊境限制的意圖,維持中國大陸可能與香港在今年通關的觀點,保守預計邊境恢復將在2023年。
今日港股旅遊、餐飲、航空等板塊有所表現,攜程集團漲超9%,同程旅行漲超8%。
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