"May Day" is approaching, and the popularity of the tourism sector is rising. 9 stocks have received ratings from 5 or more institutions.

The May Day holiday is approaching, and the expectation for cultural and tourism consumption is rising, driving the A-share tourism and scenic spot sectors to strengthen. With continuous policy support, coupled with the expectation of a new high in May Day travel passenger flow, the momentum of recovery in cultural and tourism consumption continues to be released. On April 29th, the A-share tourism and scenic spot sector opened flat and rose. By the end of the trading day, the sector's index rose by 1.79%, with Three Gorges Tourism hitting the limit up, Dalian Shengya rising by 5.01%, and Changbai Mountain, Tianmu Lake, and Xiangyuan Wentai all rising by over 3%. The performances of listed companies in the first quarter also confirmed the accelerated recovery of the industry. At present, 18 tourism and scenic spot stocks have announced their 2026 first quarter results, of which 3 stocks turned losses into profits, 3 reduced losses, and 5 achieved year-on-year growth in net profit attributable to the parent company. Net profit year-on-year growth exceeded 80% for both Lijiang Share and Changbai Mountain. In terms of institutional attention, 9 tourism and scenic spot stocks have received ratings from 5 or more institutions, with Songcheng Performance, Jiuhua Tourism, and Changbai Mountain ranking at the top with 14, 10, and 9 institutions respectively. Several stocks that are receiving attention from institutions have revealed their business expansion situations in investor research activities. Songcheng Performance stated on an investor Q&A platform that the Qingdao project is progressing as planned and is currently in the final stages of construction, finishing and equipment testing, with actors already on site rehearsing, and is expected to open in the summer.