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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

驴妈妈发布的2017年国庆中秋出游趋势报告也称:“在价格方面,今年国庆中秋期间的国内长线游出游价格与9月相比普遍涨幅在30%至80%之间。”

在此背景下,围绕酒店资源不断扩大市场份额的锦江股份或将有所受益。公司的酒店资产正呈上升趋势,其半年报显示,公司旗下酒店开业数逾6000家,相较去年末增幅约7.3%。而首旅酒店在并购如家后,公司已拥有“经济+中端+高端”等多元化品牌,其酒店产业协同效应也逐步显现。

  上市公司抢滩“出境游”

在假期因素带动以及行业景气度向上的双重作用下,上市公司各出大招掘金出境游业务。

深谙出境游之道的众信旅游对此布局极为精准,公司将携手新加坡共同打造深度旅行体验产品。9月8日,新加坡旅游局高层到访众信旅游集团总部,与董事长冯滨就中国游客赴新加坡旅游事宜进行深入探讨。而此前,众信旅游即推出了新加坡博物主题、美食主题以及青少年游学产品等众多对口旅游产品。

早在2016年1月,公司就发布公告称,其子公司香港众信就间接投资了穷游网。穷游网是中国最大的出境旅游社区之一,通过大数据帮助旅行者做出个性化旅行决策。今年上半年众信旅游出境游,批发+零售占营收比重合计达92.04%,较去年同期增幅明显。

凯撒旅游则积极开发境外体育观赛游产品,并逐步延伸至更多顶级赛事。开发“一带一路”沿线旅游资源同样是公司的重要布局点。在出境游业务中,公司全新开拓哈萨克斯坦、乌兹别克斯坦、土库曼斯坦、阿曼、塞尔维亚、白俄罗斯等地的旅游资源,并推出不同主题产品。

邮轮业务方面,凯撒旅游极地邮轮业务约占全国市场份额的31.86% 。此外,公司联合歌诗达邮轮推出的大型包船“46天环游南太平洋之旅”创造了中国母港的航线新纪录,成为载客人数最多的超长环球航线产品。

国金证券在研报中指出,从今年的情况来看,出国游预计增速则在12%至15%左右。(记者 乔翔)

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