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双节开启倒计时 假期概念股率先启动

2017-09-16 07:41:48   中国经济网

今年最长假期即将到来,二级市场上,不少假期概念股已经先行启动,随着国庆中秋小长假的临近,市场热度有望持续提升。有分析人士指出,在目前结构性行情中,投资者可关注受益假期的旅游、航空、百货零售等板块。

■本报记者 林珂

旅游

假期重要受益者

经济增长是旅游消费提升的核心驱动力,居民休闲需求规模化觉醒,消费升级迎来拐点。有行业人士表示,随着人民币持续走强,带动了出境游板块的上涨。同时十一长假即将临近,旅游板块整体活跃度明显上升。从行业层面来看,景区、酒店景气度相对较高。行业长期在消费需求端升级背景下,旅游景气将保持,行业回升势头显著。

从板块看,在旅游板块景气度持续提升背景下,多个细分领域将受益其中。太平洋证券分析师程晓东建议投资者可以从三个细分领域优选配置。第一,受到酒店业供需关系改善、消费升级等利好因素的影响,酒店行业从去年四季度开始出现明显的复苏趋势。华住、首旅、锦江的中报数据都相继印证了这一点,预计随着供需缺口的持续存在以及消费升级的长期趋势下,酒店行业的经营业绩改善是一个中长期的行情。建议关注锦江股份、首旅酒店;第二,伴随人均GDP的提高和消费升级,出境游行业长期的成长性毋庸置疑。今年以来尤其是三季度,欧洲游明显回暖,亚洲游稳定增长,行业整体呈现回暖趋势。十一黄金周临近,各大旅行社的预订火爆,带来行业个股上涨行情。建议关注众信旅游、凯撒旅游;第三可关注免税行业龙头。中国国旅经过上半年的香港机场和首都机场招标,龙头地位进一步确立,出境免税的招标也取得重大进展,后期市内免税、离岛免税扩容等相关政策的推进带来进一步扩张预期,规模效应带来溢价能力的提高以及资源整合的加速,此外三亚免税店的客流增长情况喜人,有望带来全年业绩超预期增长。

潜力股精选

锦江股份(600754) 激励改善潜力大

公司是国内有限服务酒店规模排名第一的龙头霸主,持续受益行业复苏。原锦江系升级成卢浮亚洲,全新激励机制,聚焦中端康铂、都城品牌,50家境内自有物业支撑升级带来全新看点。卢浮欧洲主业稳定成长,所得税率下调带来短期和中长期看点。国信证券指出,今明两年,公司重点侧重收购整合,前端主要借助Wehotel整合会员及预定系统,后端重在实现采购、财务和人力统一,预计整合有望2年见效应。同时,国企改革下,公司管理激励正积极改善,有望持续释放中长期潜力,且2018年存有董事会换届预期。

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