【智識選股】旅遊業續復甦 攜程不妨吸納


今年以來,內地大部分旅行限制和隔離政策全面取消,因疫情被積壓的旅行需求得到釋放,旅遊活動實現快速增長,頭三季國內旅遊總人次36.74億,較2022年同期多75.5%,恢復到2019年同期八成左右;首季、次季、第三季分別為12.1億、11.7億、12.9億,按年增長為46.5%、86.9%、1倍多,旅遊市場韌性十足。 放寬免簽入境帶動需求 出入境旅遊市場實現破冰,商務旅行、探親訪友、休閒旅行等需求不斷增加,出境遊迎來有序復甦的良好態勢,短程率先恢復,目的地主要集中在亞洲地區。不過,由於國際航線尚未完全復常,加上簽證及接待等方面的資源限制,相比國內市場,出入境客流較疫前仍處於較低水平。 為促進出入境旅遊,內地分別在2月、3月、8月逐步恢復旅行社及在線旅遊企業經營出境團隊旅遊和機票與酒店業務,首批目的地國家由20個,擴展至第三批的合共138個,出境遊放寬進一步釋放旅遊消費潛力。另一方面,着力提高簽證便利性,持續優化簽證辦理及簡化申請人辦理簽證手續,以及擴大過境免簽等措施。 近日內地決定試行擴大單方面免簽國家範圍,對法國、德國、意大利、荷蘭、西班牙、馬來西亞等6國持有普通護照人士試行單方面免簽



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