Since the beginning of 2024, China’s tourism market has shown strong signs of recovery. According to a research report by CITIC Securities, the sector has enjoyed a ‘red-hot start,’ with multiple key indicators rebounding significantly. During the Spring Festival holiday, both domestic tourist arrivals and tourism revenue reached record highs. Sub-sectors such as cultural-tourism integration, winter sports tourism, and outbound travel performed particularly well. CITIC Securities attributes this robust growth to sustained recovery in consumer confidence, enhanced policy support, and innovation on the supply side. Furthermore, the gradual resumption of international flights and streamlined visa processes have accelerated the rebound in outbound travel, positioning it as a key driver for industry growth throughout the year. Looking ahead, CITIC Securities maintains a positive rating on the tourism sector and recommends focusing on leading companies with high-quality resources, strong brand recognition, and advanced digital operational capabilities, as they are better positioned to demonstrate resilience and growth potential during the ongoing recovery.
2024年开年以来，中国旅游市场呈现强劲复苏态势，中信证券研报指出，旅游行业实现‘红火开局’，多项核心指标显著回升。春节假期期间，国内旅游人次和旅游收入双双创下新高，文旅融合、冰雪旅游、出境游等细分领域表现亮眼。中信证券分析认为，消费信心持续修复、政策支持加码以及供给端创新升级共同推动了旅游市场的繁荣。此外，随着国际航班逐步恢复、签证便利化推进，出境游热度快速回升，有望成为全年增长的重要引擎。展望未来，中信证券维持对旅游板块的积极评级，建议关注具备优质资源、品牌优势及数字化运营能力的龙头企业，其在行业复苏进程中将更具韧性与成长潜力。
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