The tourism hotel index plummeted by nearly 6, and the concept of scenic spots and hotels collective

Mondo Tourism Updated on 2024-02-01

On January 31, the tourism hotel sector opened low and went low, Choice data showed that the tourism hotel index (BK0485) **597%, closing at 12,399 points, with a daily turnover of 767.6 billion yuan, the trading volume has been enlarged; Decoration and building materials index (BK0476)**541%, closing at 11,087 points, with a full-day turnover of 620.4 billion yuan, and the trading volume has been enlarged.

In terms of tourist hotels**, Changbaishan (SH:603099) fell to the limit, Junting Hotel (SZ:301073) fell more than 11%, Huatian Hotel (SZ:000428), Aoya (SZ:300949), and Zhangjiajie (SZ:000430) fell more than 9%.

In terms of wine and tourism chain, Pathfinder (SZ: 300005) fell by more than 11%, Diou Home Furnishing (SZ: 002798) fell by more than 9%, Seagull Housing (SZ: 002084) fell by more than 8%, Haiyuan Composite Materials (SZ: 002529), Arrow Home (SZ: 001322), and Sitong (SH: 603838) fell by more than 7%.

In terms of capital, Choice data shows that the net outflow of the main funds in the tourism hotel sector is 56.6 billion yuan, of which China Duty Free, Changbai Mountain, China Youth Travel Service, BTG Hotel, and Dalian Shengya ranked first in net outflow; The net outflow of the main funds in the decoration and building materials sector was 13.8 billion yuan, of which the net outflow of the main funds of Xilinmen and Yuexin Health ranked first.

In early trading today, the tourism hotel index opened low and fell all the way, with a cumulative decline of 18 since the high point on January 1673%。Within the plate, the concept of scenic spots, the concept of hotels, the concept of tourism retail, and the concept of travel agencies have followed.

Combined with the A** field, the three major indexes continued to fall today, with the Shanghai Composite Index, the Shenzhen Component Index, and the ChiNext Index falling respectively. 66%, the market turnover was 758.2 billion yuan, **less than 500. From the overall performance of January, the three major indexes all closed out of the monthly line for six consecutive years, the Shanghai Composite Index fell more than 6% this month, the Shenzhen Component Index fell more than 13% this month, and the ChiNext Index fell more than 16% this month.

Analysts pointed out that with the end of the "ice and snow tour", the tourism hotel sector that outperformed the trend at the beginning of the month began to "make up for the fall", and most of the trends have been "broken". From the perspective of the sector, the top decliners include both ice and snow concept leaders such as Changbai Mountain and Dalian Shengya, which have risen significantly in the early stage, as well as targets like Zhangjiajie that will perform poorly in 2023. For the tourism and hotel sector, on the one hand, it is necessary to wait for the stabilization of the A** field, and on the other hand, it is necessary to clear the profit in the early stage.

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