March 15，The accommodation and catering sector performed well，Its overall bucked the trend and rose 4.88%，Significantly outperformed the Shanghai Composite Index (down 0.96%)，Ranked first in the sector gainer list。Dadonghai A、Huatian Hotel daily limit，Boutique Hotel also surged by 5.44%，Xi’an Food、Tongqing Building、Jinling Hotel、Quanjude and Jinjiang Hotel and other stocks also rose by more than 2% that day。

Regarding the strong performance of the accommodation and catering sector today，Chen Xuan, general manager of Feixuan Brothers Investment, who was interviewed by a reporter from Securities Daily, said，“With the global economic recovery in good shape，High-quality stocks in the accommodation and catering sector have gradually stabilized。The accommodation and catering sector performed strongly today，Physical business is gradually returning to normal。Future investment opportunities are gradually emerging，The foresight of capital entry is obvious，Part of the funds also flowed to high-quality stocks in the accommodation and catering sector，It is worth exploring related leading stocks in the layout sector in the future”。　

Currently, the accommodation and catering sector has three major advantages:

First，Hotel bookings exceeded expectations。According to recent news from CCTV，Spring travel is heating up，In Zhejiang、Shanghai and other places，Hotel、The occupancy rate and booking volume of B&Bs have been increasing recently。Although there are still more than 20 days until Qingming Festival，B&Bs in Moganshan, Deqing County, Zhejiang Province, started accepting reservations early，Some B&Bs are fully booked。Even the May Day holiday，There is a B&B in a building that has also been booked。The domestic tourism market has seen a significant rebound，The person in charge of a travel agency in Shanghai said，The number of inquiries and orders has increased significantly since March，Especially Xiamen、Wuhan and other places，The number of inquiries for both individual and group tours is high。

Sun Zhaoyang, industry strategist at Bank of China Securities said，Short holiday hotel bookings surge，Resumption of international tourism boosts market confidence。Qingming Festival in 2021、The "May Day" holiday tourism market will also accelerate the pace of recovery，Judging from hotel bookings during the last two weekends of March，The number of hotel bookings for tourism purposes has increased significantly，Tourist cities account for half of hotel bookings。Qunar data display，As of now，Qingming holiday hotel bookings increased by 4% year-on-year.5 times，It is expected to be during the Qingming Festival and May Day holiday，Local travel、The peripheral travel market will maintain growth momentum。

Part 2，188bet sports betting app download Air ticket booking volume exceeds expectations。March 12，Qunar data display，The search volume for air tickets during the Qingming Festival holiday increased three times compared with the same period the day before，The number of searches for air tickets during the May Day holiday increased by 1.2 times。Analysts said，A depressing vacation to celebrate the New Year on the spot、The demand for family visits may be gradually released before the short holiday，Rigid travel represented by business travel will also usher in a wave of substantial growth。

Last，Industry prosperity may reach an inflection point。“Previously, the overall valuation of the accommodation and catering sector has been at a low level，With the improvement of the operating environment of the accommodation and catering sector，The accommodation and catering industry is expected to usher in a new round of boost，Driving performance recovery，Industry prosperity is expected to reach an inflection point。" Liu Youhua, research director of Private Equity Ranking Network, told a reporter from Securities Daily，On the one hand，The process of normalization of travel is expected to accelerate，The operating conditions of accommodation and catering will improve significantly；On the other hand，The climate is getting warmer，All things revive，The singing of birds and the fragrance of flowers，The travel season of the year is coming，The second quarter is expected to set off a tourism boom，Among them, accommodation and catering benefit the most。

Industrial Securities industry strategist Liu Jiaren pointed out，From March 16th, no nucleic acid certificate is required for entry and return to Beijing from low-risk 188bet Online Sports Betting and Casino areas，Business travel activities are expected to recover at an accelerated pace。At the same time，Hotel reservations are improving，The search volume related to Qingming Festival has increased significantly。In this context，The hotel industry is expected to usher in a gradual recovery。

With the support of the gradual recovery of the industry，Accommodation and catering stocks received active funding from long market funds on March 15，"Securities Daily" reporter found based on statistics，March 15，A total of 6 stocks in the accommodation and catering sector showed a net inflow of large orders，Total gold received 1.0.2 billion yuan。Huatian Hotel、Boutique Hotel、Jinjiang Hotel and other three stocks were sought after by large orders of more than 10 million yuan that day，Dadonghai A、Tongqing Building、Three stocks including Xi'an Catering also achieved net inflows of large orders on the same day。

Investment logic for the accommodation and catering sector，Yang Delong, chief economist of Qianhai Kaiyuan Fund, told a reporter from Securities Daily，"With domestic accommodation and catering、Tourism and other industries have begun to gradually recover，These are beneficial to the performance of relevant sectors。Consumption is an important investment opportunity，As my country’s per capita GDP exceeds 10,000 US dollars，Consumption upgrading and the explosion of consumption will bring better opportunities，Related varieties deserve special attention。”

“Tourism and catering and other industries have recovered significantly，Optimizing the industry competition pattern with a low base，The investment 188bet online sports betting value of the sector is highlighted。" Wang Xuan, chairman of Chengen Capital, told a reporter from Securities Daily，“Leading companies accelerate store openings，Small and medium-sized hotels, especially independent hotels, are struggling to operate and are exiting，Leading companies will obtain both beta and alpha returns during the industry recovery cycle。Also，Recent significant correction in core assets，Squeeze out some funds to find targets based on cost performance，Tourism and catering and other sectors have low initial valuation levels and have high growth potential this year and next，Therefore, the favor of funds is also one of the reasons for the recent large increase”。

188bet app download Text source: Securities Daily, original title: "Hotel、188bet sports betting app download Air ticket booking volume exceeds expectations, industry prosperity may reach an inflection point》.