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Dongwu Securities: Steady increase in domestic travel, significant restoration of outbound travel
The Zhitong Finance App learned that Dongwu Securities released a research report saying that the Ctrip report showed that the popularity of travel during the “May 1st” holiday this year increased steadily from last year's high level. Domestic long-distance travel orders accounted for 56% on the Ctrip platform. Ctrip Car Rental's domestic car rental and self-driving orders increased 40% year over year. The characteristics of long-distance tours and self-driving tours are remarkable. The number of “May Day” outbound travelers increased by about 370% year on year; the popularity of outbound air ticket searches increased sharply by 56% year on year, and inbound travel reservation orders increased 130% year over year. In the first half of April, the number of overseas local guide orders on the Ctrip platform increased 60% year-on-year. It is expected during the “May 1st” period
Songcheng Performing Arts (300144): Leading performing arts leaders are poised to strengthen their ability to expand abroad to enable high growth
Core view: The first performing arts company in China, creating an original “theme park+cultural performing arts” business model. Relying on the two major brands “Songcheng” and “Love Through the Ages”, the company uses specific scenes such as theme parks as carriers to provide visitors with a variety of performing arts repertoire as the core
The tourism sector opened high, and Songcheng led the way in performing arts
The tourism sector opened high, with Songcheng performing arts rising by more than 2%, while Dalian Shengya and Qujiang Cultural Tourism registered the highest gains.
Zheshang Securities: Marginal recovery in passenger traffic in the social service industry, suggestions focus on structural opportunities
Demand for leisure declined somewhat after the Spring Festival. The structural differentiation of Q1 passenger flow exceeded expectations, and demand for cultural tourism increased rapidly.
League of Nations Securities: Strong estimates of the Spring Festival holiday and Spring Festival travel data verifying the will to travel are expected to continue
The Spring Festival holiday and Spring Festival travel data confirm the strength of the will to travel. Referring to the US travel recovery performance, the strength expected by the League of Nations Securities is expected to continue, but there may be differences during the weak peak season.
Song Cheng Performing Arts (300144): Old business formats revitalize new cycles, new projects provide new momentum
Key investment points 1. The one-sentence logic “theme park+culture and performing arts” is the leader. Customization drives the customer unit price increase, the recovery in occupancy rates drives the number of heavy assets to exceed expectations, and the net interest rate increases; the new project opens up a growth center, and growth exceeds expectations. II. Exceeding expectations
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