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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

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A | If the latest reports from the industry are anything to go by, Nani’s upcoming film The Paradise has undergone a major change in its release plans. Initially, the makers had locked March 26, 2026, as the release date. The team stood their ground even after Ram Charan’s Peddi announced its arrival for March 27. Despite the clear clash, Nani reportedly showed no hesitation. He was game for a direct box-office face-off, believing in the strength of his content. The Paradise to step back? However, after several internal discussions, the team of The Paradise has chosen to step back from the March window. With Peddi arriving a day later and carrying massive expectations, the makers of Nani’s film felt it was wiser not to risk their film, especially since it is being made on a record budget for Nani. The Paradise needs a big solo release to enjoy the box office advantage and maximize its potential, commercially and critically. Directed by Srikanth Odela, who previously delivered the intense action drama Dasara, The Paradise is shaping up as a big-scale emotional entertainer. The film also features veteran actor Mohan Babu in a powerful role. With such an ensemble cast and high investment, the producers want everything, from promotions to release timing to work in their favour. Filmmakers eyeing May 2026? The latest buzz is that The Paradise team is now looking at May 2026 as their new release plan. Summer has traditionally been a strong season for Telugu cinema, and the makers believe that a solo release in May will give the action adventure the right platform to shine. While fans are slightly disappointed by the delay, many agree that the move is strategic and beneficial for the film’s long-term success. While we await an official confirmation, the expectations continue to grow on the ambitious film.Also Read: Peddi: Vicky Kaushal’s Father Sham Kaushal Collaborates With Ram Charan。　　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。　　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。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。

B | 　　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。

C | 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。

D | 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。

E | 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。

F | 　　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）。