方正证券：暑期旺季推动出行链增长预期向好

财中社2025-06-27

6月27日，方正证券近日发表研报称，暑期旺季即将来临，根据途牛数据，暑假团期旅游产品预订火爆，截至目前的预订出游人次较去年同期增长超35%，其中，出境游预订出游人次同比增长60%。出行链日历效应显著，当前时点建议关注。（1）顺周期弹性主线：君亭酒店：直营店占比高，顺周期环境下业绩弹性大，且此前新开店拖累结束，后续可期待业绩逐季度释放。祥源文旅：旗下景区优质且布局广泛，主营景区交通等刚需性强的项目，...

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方正证券：暑期旺季推动出行链增长 预期向好

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方正证券：暑期旺季推动出行链增长预期向好