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预定价格飙升 旅游酒店板块提前享受“黄金周”

2017-09-21 09:47:05   央广网

今年国庆、中秋串联,“超级黄金周”即将到来。而在増势强劲的出游人数带动下,旅游、酒店板块相应地也将提前迎来“超级黄金周”。从携程提供的数据可见,今年“超级黄金周”酒店预订已经提前火爆,且价格同比上涨明显。在旅游业景气度攀升背景下,上市公司加大开发旅游产品,其中出境游是重点发力领域。

  超级假期点燃出游热情

今年,国庆、中秋双节叠加,8天“超级黄金周”即将临近,居民旅游意愿相较往年也水涨船高。中国旅游研究院相关预测显示,今年长假市场主要呈现出国内游出游意愿高涨、出境游稳定增长等主流特征。

日前,联合国世界旅游组织第22届全体大会在成都开幕。据官方介绍,旅游业对中国经济和就业的综合贡献率已超过10%。未来5年,中国将有7亿人次出境旅游。

据中国旅游研究院(国家旅游局数据中心)预计,今年长假,国内旅游市场将接待7.1亿人次,同比增长(按7天可比口径)10%;旅游收入将达到5900亿元,同比增长(按7天可比口径)12.2%。

预测报告指出,“双节”期间,居民对国内游关注度较去年大幅提升。从地域来看,随着宝兰高铁和京新高速的开通,甘肃、青海、新疆等地热度上升;三亚、厦门等海岛目的地同样深受青睐。此外,杭州、广州、上海等传统旅游胜地依旧受人欢迎。

国庆期间,赴中东欧国家出游性价比较高。调查显示,国庆中秋长假及10月份期间,选择出国旅游的人群占16.4%,选择港澳台游占20.9%。

  酒店板块或率先受益

在A股市场,景点及旅游板块往往会在三季度后半段,在资金炒作下走出一波“习惯性”上升行情。截至9月20日收盘,景区及旅游板块在月内的区间涨幅达6.3%。而将时间线延长,2015年、2016年同期,该板块的区间涨幅分别约为8%、4%。

携程大数据专家从另一个角度向记者印证了今年“双节”期间酒店预订的火爆程度。其表示,今年(国内酒店)的预订高峰在8月22日前后开始出现,而前两年一般在9月5日左右,“几乎提前了两个星期”。

记者还从携程相关负责人处获悉,今年热门目的地的酒店间夜均价同比去年都有所上涨,且拔高趋势明显。“从目前来看,价格再回落的可能性不大。”

以上海为例,9月30日的酒店间夜均价较29日增长就超过20%。同比去年,假期前三天的价格增幅也都在10%以上,之后则相对回落,而每间夜均价基本与去年持平,北京、成都两地也有类似现象出现。

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