中金：旅游需求表现平淡关注新项目拓展和存量提升

智通财经09-04

智通财经APP获悉，中金发布研报称，旅游业1H25业绩低于预期，休闲需求低于预期，主要系消费力承压及部分地区极端天气影响。需求品质化和差异化趋势凸显。建议关注新项目进展和存量项目提升效果。维持覆盖标的评级。关注行业及个股基本面趋势及潜在催化，建议关注宋城演艺(300144.SZ)、香港中旅(00308)、峨眉山等A(000888.SZ)。中金主要观点如下：休闲需求低于预期，主要系消费力承压及部分...

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中金：旅游需求表现平淡 关注新项目拓展和存量提升

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中金：旅游需求表现平淡关注新项目拓展和存量提升