Every reporter: Liu Mingtao Every editor: Xiao Ruidong
Today, A-shares shrank in early trading, and the three major indexes all hit new lows for the year, followed by a wave of bottoming out in the market. As of the close of the morning, the Shanghai Composite Index fell 0.02% to 2,930.18 points at midday, the Shenzhen Component Index fell 0.05% to 9,275.04 points, the ChiNext Index rose 0.24% to 1,824.45 points, the STAR 50 Index rose 0.45% to 844.46 points, and the Beijing Stock Exchange 50 fell 1.63%. The market turnover was 405.25 billion yuan, and the actual net sale of northbound funds was 1.165 billion yuan.
In terms of liquidity, the central bank announced that in order to maintain reasonable and abundant liquidity at the end of the year, on December 19, 119 billion yuan of 7-day and 182 billion yuan of 14-day reverse repurchase operations were carried out by way of interest rate bidding, and the winning interest rates were 1.8% and 1.95%. Wind data shows that 414 billion yuan of reverse repurchase expired on the same day, so the net withdrawal of 113 billion yuan in a single day.
On the news side, Li Chao, spokesman of the National Development and Reform Commission, said that this year's CPI is running at a low level, with the changes in imported, cyclical, seasonal and other factors, the base effect has gradually weakened, and the demand for goods and services continues to recover, and it is expected that CPI will rebound moderately next year.
Recently, the "Notice on Carrying out the Pilot Demonstration Work of Network Security Technology Application" (hereinafter referred to as the "Notice") was issued, which will select a number of pilot demonstration projects with advanced technology and remarkable application results with new information infrastructure security, digital application scenario security, and security basic capacity improvement as the main line.
The "Notice" makes it clear that it will face the network and data security needs of important industries such as public communication and information services, human resources and social security, water conservancy, health, emergency management, radio and television, finance, transportation, and postal services, and carry out pilot demonstration work on the application of network security technology from 13 key directions such as basic network security, cloud computing security, and artificial intelligence security.
In terms of sectors, tourism stocks rebounded across the board, with the daily limit of Zhongke Cloud Network, Xi'an Tourism, and Qujiang Cultural Tourism, and the rise of the concept of artificial intelligence, with the daily limit of Aoya Shares, Yuanlong Yatu, and Shifeng Culture. The theme of state-owned enterprise reform has a significant pullback, Nanning Department Store, Yunwei shares fell to the limit, Yinfei Storage, Nanjing Public Utilities fell more than 9%.
Recently, Mafengwo released the "2023 Tourism Big Data Report", and the tourism market will recover strongly in 2023, and the summer vacation will be the peak of travel throughout the year. Looking back at the tourism market in 2023, the overall recovery trend is strong, and the summer vacation is the peak of the year. Among the holidays, the demand for travel on the National Day and the Spring Festival is the strongest, accounting for 50% and 23% of the overall tourism popularity respectively. In addition, eco-travel, cultural experience, city travel, festival tours, and health and wellness travel are the hot travel themes of the year, and the travel crowd is mainly parent-child, family, young and other groups.
According to Ctrip, the number of Spring Festival travel orders more than doubled year-on-year, showing a trend of expanding travel radius and increasing time, the two major themes of ice and snow travel and cold escape are hot, and the demand for outbound travel during the holiday is also high.
Here, by integrating the latest research report information of more than 10 brokerages such as Tianfeng, Anxin, Guoxin, etc., we bring 4 company profiles to fans and friends, for reference only.
1. Zhongxin Tourism
The statutory holiday for the Spring Festival in 2024 is from February 10 to February 17, and enterprises are encouraged to have a holiday on Chinese New Year's Eve, and the Spring Festival holiday is as long as 8~9 days. The "ultra-long" Spring Festival holiday is expected to further increase the popularity of outbound travel. At present, the company has launched a variety of Spring Festival outbound travel products such as the United States, New Zealand, and Spain to grasp the peak demand for long holiday travel.
——Capital Securities
2. Qujiang Cultural Tourism
The company integrates the high-quality resources of Qujiang, and has reached in-depth cooperation with cultural and tourism projects such as Wenzhou Yandang Mountain, Yueqing North Street, and Datong Ancient City, and continues to deepen docking with Yantai, Beijing, Henan and other places. The company has created 13 groups of normalized theme performing arts programs such as the restoration of murals in the Tang Paradise and the "Furong Painting Midstream", among which the Hanfu show "Qujiang Flower Moon Banquet" won the "Shaanxi Top Ten IPs of the Year - Integration Innovation Award";
——Caitong Securities
3. Guilin tourism
As a leading enterprise in Guilin's tourism industry, the company is the main force in Guilin to build a world-class tourist city, and is also an important force to promote the development of Guilin's tourism industry.
—— Guotai Jun'an
4. Golden Horse Amusement
While the company is trying to expand orders at home and abroad, the company has laid out IP parent-child parks, the first project has opened in Zhanjiang in January 2023, and a number of other projects are actively promoting planning, design and construction, and continue to explore and expand other new formats of IP carnival operation projects to enrich the territory.
——Guosheng Securities
National Business Daily