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多重利好共振！旅游酒店集体走强 2026业绩高增长个股来了_我的网站

我们的少年时代

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Night view of Guangzhou's CBD in South China's Guangdong Province Photo: VCG
The monumental full length reportage Ballet of Commerce: The Epic of Guangdong's Foreign Trade by famous writer He Jianming is set to make its debut at the Southern China Book Fair from August 27 to 31 in Guangzhou, South China's Guangdong Province.
Published by the Guangdong Education Publishing House, the book is the first of its kind to offer a panoramic account of Guangdong's millennium of trade and will be presented as a special offering for 2026's APEC "China Year," Xu Xiaofeng, an editor with the publishing house, told the Global Times on Monday.
China will host the 33rd APEC Economic Leaders' Meeting in Shenzhen, Guangdong in November. It will be China's third time hosting the event, following Shanghai in 2001 and Beijing in 2014.
He, a former vice chairman of the China Writers Association and recipient of the Lifetime Achievement Award for Chinese Reportage Literature in 2023, told the Global Times on Monday that as the world watches the evolving trade relationship between China and the US, there is a growing need for a book that can help Western readers gain a deeper understanding of China's trading culture and how Chinese people have conducted business throughout history.
Guangdong marks the starting point of China's thousand-year maritime trade with the world. Through its foreign trade trajectory, the book reflects China's broader trade evolution, the enduring values of the Chinese spirit in the modern era, and the distinctive civilizational traits that have shaped China's rise, He noted.
Guangdong is both the birthplace of the ancient Maritime Silk Road and a pioneer of China's reform and opening-up. As a vital artery of commercial exchange between China and the rest of the world, the Maritime Silk Road has witnessed the evolution and transformation of the Chinese economy over the centuries.
During the Sui (581-618) and Tang (618-907) dynasties, silk was among the main goods transported along the route, earning it the name "Silk Road." During the Song (960-1279) and Yuan (1279-1368) dynasties, porcelain became a major export commodity, leading the route to be known as the "Porcelain Road." By the Ming (1368-1644) and Qing (1644-1911) dynasties, tea had emerged as a sought-after Chinese export in Europe, giving rise to yet another name - the "Tea Road," according to a report by the Counselor's Office of the Guangdong Provincial People's Government.
He Jianming talks about his new book on August 10. Photo: Wu Jie/GT

He Jianming talks about his new book on August 10. Photo: Wu Jie/GT
Mutual benefit
Guangdong, China's largest foreign trade province, accounts for about one-fifth of the country's total trade and imports. As a major manufacturing hub with deep and extensive industrial chains, it creates significant demand for production factors, the Xinhua News Agency reported.
In the first half of this year, Guangdong's foreign trade reached 5.49 trillion yuan ($810 billion), surpassing the 5-trillion-yuan mark for the first time in the same period on record. The figure represented a year-on-year increase of 20.8 percent and accounted for 21.6 percent of China's total foreign trade. The province contributed an additional 944.71 billion yuan in trade volume, accounting for 25.6 percent of the country's foreign trade growth, according to official statistics released in July.
Having interviewed over 100 enterprises and institutions, He said that the book revisits the enduring legacy of the Maritime Silk Road, highlighting the exchanges between China and the West and the fusion of diverse civilizations.
"At the heart of Chinese business culture is the belief that 'harmony is the most valuable.' Rooted in traditional Chinese culture, this philosophy emphasizes cooperation and mutual benefit. Rather than viewing strength as a means to overpower others, Chinese merchants have traditionally embraced the idea that prosperity should be shared. When one grows stronger, others can benefit and achieve success together. This aspect of Chinese commercial culture remains unfamiliar to many in the Western world," said the 70-year-old writer.
Wang Yuanlin, a professor at the School of Humanities Guangzhou University, told the Nanfang Plus (a Guangdong-based news platform) that mutually beneficial and fair foreign trade policies, together with Guangdong merchants' long-standing tradition of integrity and win-win cooperation, have been key factors behind the province's enduring success in foreign trade.
Ballet of Commerce: The Epic of Guangdong's Foreign Trade by He Jianming Photo: Courtesy of Xu Xiaofeng

Ballet of Commerce: The Epic of Guangdong's Foreign Trade by He Jianming Photo: Courtesy of Xu Xiaofeng
Elegant business
The author said that the choice of "ballet" in the book's title reflects the idea that Chinese business practices have developed into an art form - one characterized by balance and elegance.
"I want the Western world to understand that when the Industrial Revolution was just beginning and the Renaissance was sweeping across Europe, Chinese people had already mastered the art of commerce," He said.
Through conversations with entrepreneurs ranging from grassroots business founders to prominent corporate leaders such as Dong Mingzhu, chairperson of Gree Electric Appliances, He chronicles Guangdong's transformation from a millennia-old trading hub into a global industrial powerhouse.
"Just imagine: Employees at a private company can step into a space capsule after lunch and take a nap in their own private sleeping quarters. With a company like that, how could it not succeed?" he said.
From the exchange of handcrafted goods in the agricultural era to today's trade in high-tech products such as semiconductors and drones, Chinese people have developed a business culture centered on the principle that "harmony is most valuable" over thousands of years of commercial exchange.
This cultural tradition has become a key in driving the continued growth of trade in Guangdong and across China, He added.
。　　旅游酒店板块8月25日早盘表现强势，凯撒旅业、华天酒店涨停；君亭酒店、西藏旅游、三峡旅游等跟涨。

B | 　　中秋国庆假期临近　　市场人士表示，虽然暑期已接近尾声，但受“请3休13”超长拼假带动，2026年中秋国庆“黄金周”的出行预订提前启动。　　同程旅行数据显示，截至8月24日，平台上“中秋”“国庆”等关键词的月搜索热度环比增长116%，中秋国庆旅行产品提前30天以上的预订热度较去年同期涨超20%，假期出游意愿明显前置。　　航旅纵横大数据显示，截至8月11日，出行日期为9月25日至10月7日的国内航线机票预订量已超171万张，同比增长约7%；出入境航线机票预订量超128万张，同比增长约11%。　　同程研究院表示，在“请3休13”超长拼假模式的带动下，“黄金周”的旅游产品预订周期较往年明显拉长，用户提前规划、提前下单的意愿持续增强。长线游、县域游热度同步升温，反映出游客在目的地选择上更加注重沉浸感与差异化体验。

C | 随着假期临近，相关产品预订热度有望继续攀升，将为“黄金周”的旅游市场注入强劲增长动力。　　政策等多重利好支撑　　此外，旅游酒店板块的做强，还受到政策利好和企业业绩支撑的带动。政策上，财政部、中国人民银行、金融监管总局近日联合印发《关于进一步做好财政金融协同促内需政策有关工作的通知》，将单人在同家银行累计年贴息上限提至5000元，贴息范围扩展至“信用卡专项分期、消费分期、预借现金分期等新发生信用卡各类分期业务”。　　此前发布的《旅游强国建设“十五五”规划》提出，到2030年，旅游业高质量发展取得明显成效，现代旅游业体系更加完善，旅游强国建设取得显著进展；国内居民出游达到83亿人次，国内出游总花费达到7.7万亿元，入境旅游达到1.9亿人次、总花费超过1500亿美元。　　从已披露的2026年中报来看，旅游酒店板块的业绩改善明显。

D | 丽江股份、西藏旅游、三峡旅游上半年业绩明显增长，张家界、长白山、曲江文旅业绩明显扭亏。

E | 免税龙头中国中免上半年实现归母净利润31.06亿元，同比增长19.49%。　　还有就是，当前A股正呈现高位科技板块回调，而低位防御板块走强的特征。

F | 8月25日，通信、电子等科技成长板块继续偏弱，受隔夜美股英伟达连续下跌、存储与光通信板块明显走低，算力硬件延续调整。　　2026年业绩预测同比　　从机构预测的2026年业绩同比来看，旅游酒店部分个股业绩也有望高增长。众信旅游机构预测2026年业绩同比增长666.43%。三峡旅游预计业绩同比增长163.4%。君亭酒店、金马游乐也预计2026业绩同比翻倍。　　从股价表现来看，近一月金马游乐、岭南控股涨超20%，众信旅游、三峡旅游、君亭酒店、西域旅游、同庆楼、九华旅游涨超10%。　　长城证券研报指出，国内旅游需求持续旺盛，2025年国内居民出游人次达65.22亿人次，同比增长16.2%；同时免签政策推动入境游回暖，2025年入境游客达1.54亿人次，同比增长17.1%，内外需共振下行业基本面持续向好。　　西南证券研报指出，文旅行业底层竞争逻辑正加速转变，政策重心由规模恢复转向场景迭代与沉浸式业态培育，游客诉求从浅层观光显著转向情绪深度体验，2025年以情感体验为首要目标的游客占比已达68%，行业已进入“复合场景竞争”阶段，供给端聚焦智慧文旅与沉浸式内容升级，需求端与产业链协同深化，未来竞争焦点将集中于运营效率与全链条协同能力的提升。（文章来源：东方财富研究中心）。