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民宿跌倒，酒店吃饱？- DoNews专栏

民宿跌倒，酒店吃饱？- DoNews专栏
donews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from donews.com Daily Mail and Mail on Sunday newspapers.

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民宿跌倒，酒店吃饱？-钛媒体官方网站

民宿跌倒，酒店吃饱？-钛媒体官方网站
tmtpost.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmtpost.com Daily Mail and Mail on Sunday newspapers.

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民宿跌倒，酒店吃饱？-虎嗅网

民宿跌倒，酒店吃饱？-虎嗅网
huxiu.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from huxiu.com Daily Mail and Mail on Sunday newspapers.

United States , B National , Jj Hotel , China Hotel The Association , Association China , Autumn National Day , Hotel It , Hotel Market , Management Committee , B Jj Hotel , China Hotel Group , Camp Hotel , Hotel Summer , Group Yang , Vision China Beijing , Beijing City China , All Beijing , Beijing China , City China , Public Security , Market Beijing , New Economy General Assembly , Blue Book China , August Beijing China , Beijing Region , United States Canada ,

酒店板块集体大涨！行业供求关系有望改善两股机构预测上涨空间超40% _ 东方财富网

当前我国酒店业正处于中高端升级换档期，连锁化率有望进一步加速提升，同时数字化转型有望带来新的行业超车机会。酒店板块集体大涨申万酒店大涨4.18%，位居行业概念涨幅榜第一。个股方面，从市值角度看，市值最高的锦江酒店今日收盘上涨3.18%，市值排名第二的首旅酒店今日收盘上涨6.05%，市值排名第三的华天酒店今日收盘上涨4.33%。 ....

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免税双增拐点临近暑期旺季需求渐显 _ 东方财富网

　　
广东为海南第一大客源地，短期疫情不改长期逻辑判断。我们根据2021年夏秋航季的时刻安排，对国内飞往海南(三亚、海口、琼海三地机场)的客流进行统计。广东省以14.34%的占比位列客源省第一，其中广州7.51%，深圳5.09%，因此预计6月广东地区疫情对海南的入岛客流影响明显。但参考年初北方疫情(北京为客源城市第一位)，实际销售和后续的恢复都走出超预期趋势，短期局部疫情不影响长期公司逻辑判断。
　　
年中为海南离岛免税销售淡季，今年实际淡季不淡。回顾12-19年月度离岛销售额，8年平均来看6月占全年比例仅5.3%为全年最低(最高为2月15.4%)，即使简单按照平均占比倒推，全年中免也有700亿，远超预期，也就是说6月已经是淡季不淡了，主要是海南逐步进入淡季后的一个自然现象，同时叠加了疫情影响边际下降略明显。后续� ....

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