申万宏源：春运期间多次出游占比提高超长假期激发消费活力

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智通财经APP获悉，申万宏源发布研报称，受益于“9天不调休”超长假期与免签红利，2026年春节大交通高景气已定(民航预计9500万人次创新高)，长停留时间有效拉升客单价，且入境游(增长超4倍)与长线出境游成为核心增量。投资重心建议从单纯看客流转向看结构，布局具备跨境业务弹性及稀缺情绪价值的标的。建议关注旅游景区、会展及体育赛事、人服、酒店及免税。申万宏源主要观点如下：2026年春节“9天不调休”的...

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申万宏源：春运期间多次出游占比提高 超长假期激发消费活力

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申万宏源：春运期间多次出游占比提高超长假期激发消费活力