"Double Festival" travel bookings heat up; institutions predict 10 tourism sector stocks are expected to see full-year performance growth.
In 2026, the Mid-Autumn Festival and National Day holidays are only three days apart. As the "double festivals" approach, booking activity in the domestic tourism market is climbing steadily. According to Securities TimesDataBao statistics, since September, tourism sector stocks such as Guilin Tourism, Shanghai Film, and *ST Xilv have posted the largest share price gains, rising 54.59%, 25.1%, and 25.04%, respectively. From the listed companies' semi-annual reports, 19 tourism and travel stocks were profitable in the first half and achieved year-on-year growth, among which Zhangjiajie, Changbaishan, and Qujiang Cultural Tourism turned losses into profits. In terms of full-year performance expectations, among the above 19 stocks with first-half performance growth, 10 stocks received ratings from at least 5 institutions, and institutions unanimously forecast that their full-year performance is expected to grow by more than 10%. Lisheng Sports, Shenzhen Airport, China Tourism Group Duty Free, and Lingnan Holdings ranked among the top in expected performance growth.
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