The tourism industry to accelerate the integration of Denver trillion times – Sohu press plate-www.haole10.com

The tourism industry to accelerate the integration of Denver plate trillion era – Sohu news Yangtze daily news boom market stimulating investment growth of listed companies, the "hot money" into the tourism industry of Zouping newspaper reporter before the news, held in Haikou in 2016 of the national tourism work conference in 2015, the national tourism industry continue to achieve steady growth, preliminary estimates, in 2015 the annual reception the number of tourists at home and abroad more than 4 billion 100 million people, the total tourism revenue reached 4 trillion and 130 billion yuan. Domestic tourism is expected in 2016 will reach 4 billion 380 million passengers, 263 million passengers inbound and outbound tourism, tourism revenue 4 trillion and 550 billion yuan. National Tourism Bureau Director Li Jinzao revealed earlier this year, in 2015, China’s tourism investment continued strong growth, the annual investment of 10072 yuan, an increase of 42%, an increase of 10 percentage point increase over last year, for the first time in history exceeded 1 trillion yuan mark. At the same time, with the rapid growth of tourism investment, the pace of integration of the domestic tourism industry will further accelerate. The steady growth of the domestic tourism industry has driven the development of tourism investment, tourism industry performance forecast shows that the industry in 2015 listed tourism companies overall performance is good, the industry believes that, after the early callback, the tourism sector will usher in investment opportunities. Listed companies to accelerate the overall layout to attract the industry’s high degree of prosperity, accelerate the pace of the Nuggets listed companies. Online tourism, rural tourism and other fields has become the focus of the layout of the listed company. At the same time, with the rapid growth of tourism investment, the pace of integration of the domestic tourism industry will further accelerate. 2015 online tourism investment continues to heat up, "Travel + Internet" to speed up the process. In 2015, online tourism investment more than 77 billion yuan, an increase of 42%. The UTS tourism as an example, the industry jointly initiated the establishment of the Fund recently announced a strategic investment in poor travel network, and reached a strategic cooperation relationship. Rural tourism has become a hot investment. The day before the release of the 2016 central document proposed to vigorously develop the leisure agriculture and rural tourism. According to statistics, in 2015, rural tourism in the actual investment of 261 billion 200 million yuan, an increase of 60%. The first trip to the hotel and other listed companies have increased the pace of investment in rural tourism. The rapid growth of tourism investment in Western region. According to statistics, in 2015, tourism investment in western region of more than 270 billion yuan, the total investment accounted for 27%, an increase of 10 percentage points. The western tourism investment especially the rapid growth of infrastructure investment, reflecting the "42 pounds" in the role of the traditional scenic spots listed companies located in the Midwest to benefit significantly. Yu Garden mall and other listed companies through cross-border mergers and acquisitions in the tourism industry, but also indicates that the tourism industry investment attraction is rapidly increasing. To maintain high degree of prosperity in the domestic tourism, outbound tourism continued to maintain a rapid development momentum. The 2016 national tourism work conference released data show that in 2015, China outbound tourists reached 120 million people, tourism spending $104 billion 500 million, year-on-year growth of 12% and 16.7.

旅游业整合加速 掘金板块万亿时代-搜狐新闻  长江商报消息景气行情拉动投资增长,上市公司“热钱”涌入旅游产业   本报记者 邹平   日前,在海口召开的2016年全国旅游工作会议上传出消息,2015年,全国旅游业继续实现稳步增长,经初步测算,2015年全年接待国内外旅游人数超过41亿人次,旅游总收入达4.13万亿元。预计2016年国内旅游将达到43.8亿人次,旅游入出境2.63亿人次,旅游总收入4.55万亿元。   国家旅游局局长李金早今年早些时候透露,2015年,我国旅游投资持续强劲增长,全年完成投资10072亿元,同比增长42%,增幅比去年扩大10个百分点,在历史上首次突破了万亿元大关。同时,随着旅游投资的快速增长,国内旅游业的整合步伐也随之进一步加快。   国内旅游业的稳步增长带动了旅游投资的大发展,旅游行业业绩预告显示,行业2015年旅游上市公司业绩整体向好,业内认为,经过前期的回调,旅游板块将迎来投资机会。   上市公司加快全面“布局”   在行业高景气度的吸引下,上市公司加快了掘金步伐。在线旅游、乡村旅游等领域成为上市公司布局的重点。同时,随着旅游投资的快速增长,国内旅游业的整合步伐也随之进一步加快。   2015年在线旅游投资持续升温,“旅游+互联网”进程加快。2015年,在线旅游投资超过770亿元,同比增长42%。以众信旅游为例,其联合发起设立的产业基金近日宣布战略投资穷游网,并达成战略合作关系。   乡村旅游投资也成为热点。日前发布的2016年中央一号文件提出,要大力发展休闲农业和乡村旅游。据统计,2015年,乡村旅游实际完成投资2612亿元,同比增长60%。首旅酒店等上市公司纷纷加大乡村旅游投资的步伐。   西部地区旅游投资快速增长。据统计,2015年,西部地区旅游投资超过2700亿元,占全部投资的比重为27%,同比提高10个百分点。西部旅游投资特别是基础设施投资的快速增长,体现出“四两拨千斤”的作用,位于中西部的传统景区类上市公司受益明显。   豫园商城等上市公司通过跨境并购进入旅游行业,也预示着旅游行业的投资吸引力正迅速提升。   在国内旅游业保持高景气度的同时,出境游继续保持了快速发展的态势。2016年全国旅游工作会议发布的数据显示,2015年,中国公民出境旅游人数达到1.2亿人次,旅游花费1045亿美元,同比分别增长12.0%和16.7%。   在出境游快速发展的背景下,A股上市公司也加快了对出境游的投资布局。   1月25日晚间,众信旅游发布重大资产重组进展公告称,此次重大资产重组的标的公司为华远国际旅游。到目前为止,华远国旅在全国26个省4个直辖市76个城市共有服务代理商超过5000余家,是目前中国最大的出境旅行综合型批发商。   去年年初,锦江股份斥资13亿欧元拿下欧洲第二大的酒店集团法国卢浮集团100%股权,卢浮集团并表后,锦江股份2015年上半年实现净利润2.92亿元,同比增长56.5%。   旅游上市公司业绩整体向好   Wind数据显示,截至2月2日,餐饮旅游板块共有20家上市公司披露2015年业绩预告,其中15家公司预告业绩实现增长,占比达75%;张家界、宋城演艺、众信旅游等10家公司预计业绩增幅达50%以上,占比为50%。   中银国际证券分析师旷实分析总结出三点原因:一是出境游板块业绩持续高增长,宋城演艺步入收获期,腾邦国际金融业务驱动利润增长。2015年出境游持续升温,板块业绩表现出色,众信旅游受到“内生增长+外延并购”的双轮驱动,预计净利润增长50%―90%,凯撒旅游净利润预计增长34%―49%。宋城演艺受益于异地千古情系列景区的成功复制,预计净利润增长60%―90%。腾邦国际的金融业务放量带动净利润提升,预计增长10%―40%。免税方面,中国国旅全年净利润预计增长9%。   二是自然景区整体业绩呈现正增长,张家界、曲江文旅、丽江旅游业绩表现较好。张家界业绩强劲,预计净利润增长83%―92%,主要是由于杨家界索道2014年年中开通,2015年又恰逢天子山索道停运改造,所以杨家界索道贡献了主要的业绩增量。自然景区在2015年整体经营情况良好,除了桂林旅游由于前期地产项目结算原因导致净利润下滑外,其他自然景区均实现了正增长。   三是上一年度净利润亏损的公司在2015年均通过出售资产实现扭亏。在扭亏为盈的公司中,三特索道依靠景区客流优化和非经常性损益实现扭亏,而西安旅游、*ST 新都、华天酒店、西藏旅游和国旅联合均通过出售资产实现扭亏。此外,两家餐饮类公司业绩表现较弱。   三因素看多旅游板块   光大证券分析师谢宁铃指出,基于三点因素,在当下仍看多旅游板块:一是,旅游业是朝阳行业,完全符合消费结构升级的大趋势。去年11月份,国务院连发两文促消费转型,对旅游板块中长期都持乐观态度。二是,回顾过往10年板块估值在20至90倍之间波动,现2015年PE回落到45倍上下、处于历史均值附近,2016年估值更具合理性,过分恐惧是没有必要的。伴随回调,部分个股的股价已经进入安全区间。三是,业内公司普遍增长确定性强,且部分个股的战略布局符合产业发展大方向,部分个股概念丰富。   选股方面,谢宁铃认为去年7月的反弹具有一定参考价值,当时反弹较多的有前期跌幅大的、大股东增持的、业绩确定性强的。所以建议未来3至6个月投资者跟随市场节奏,择时逢低布局,把握三条投资主线:   一是关注超跌且有业绩支撑的股票,如锦江股份、首旅酒店等。 二是跌破或接近发行价的股票,如宋城演艺、腾邦国际、黄山旅游等。   三是整合资源能力强的龙头公司或有催化剂的概念题材股,如腾邦旅游、众信旅游、桂林旅游、锦江股份(迪斯尼概念、国企改革概念)等、宋城演艺(异地项目全线收获期、6间房盈利突出、IP 等战略前瞻)等。   旷实指出,从业绩预告看,出境游维持高景气度,持续关注众信旅游、凯撒旅游(目前均在停牌);休闲度假景区的异地复制提升业绩弹性,推荐宋城演艺、中青旅、大连圣亚;自然景区方面,建议关注景区外延扩张与国企改革,关注峨眉山A、桂林旅游;免税政策优化方案落地增厚未来业绩,如中国国旅。相关的主题文章: