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《大行報告》花旗:對內地旅遊業結構性增長保持正面看法 看好華住-S(01179.HK)、中免(01880.HK)及新秀麗(01910.HK)
花旗發表報告指,今年中國新年黃金周旅遊業動力不俗。據國家文旅部,本地旅遊數字及收益分別為4.74億人次及6,326億元人民幣,較2019年新冠疫前分別上升19%及7.7%。人均消費則如預期般低於新冠疫前水平,落後幅度更擴大至9%。該行認為,基於宏觀疲弱及旅遊模式改變,人均旅遊消費全面復甦需求。 該行又指,海南免稅店期內銷售較預期強勁,總計24億元人民幣,日均銷售3.11億元人民幣。境外遊復甦亦持續,跨境客量已達2019年疫前水平九成。該行對中國旅遊業結構性增長維持正面觀點,相信休閒及旅遊的體驗式消費將繼續在行業中跑出。 該行在中國旅遊股中偏好華住-S(HTHT.US)(01179.HK)、中國中免(01880.HK)及新秀麗(01910.HK),下表為有關股份投資評級及目標價。 股份│投資評級│目標價 華住(01179.HK)│買入│47元 中國中免(01880.HK)│買入│144.5元 新秀麗(01910.HK)│買入│33.5元
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