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First half of the year，Among the three major tours in the country，61.9 million outbound tourists，16% year-on-year increase；Number of domestic tourists 20.2.4 billion people，Same increase as 9.9%；65.1 million inbound tourists，Same increase as 4.5%。188bet app Detailed into each sub-industry，There are related tax exemptions for leisure travel (in the first half of the year, duty-free sales in Hainan’s outlying islands increased by 54%).8%），Performing Arts (Intensifying Regional Consolidation，Songcheng's off-site projects are experiencing high growth) and online travel (Q1 online travel transaction volume increased by 51%) and other sub-sectors performed outstandingly，Traditional Hotel、Catering is recovering steadily，Emei、Guilin and other leading traditional scenic spots have shown strong growth in passenger flow driven by the opening of high-speed rail and other favorable conditions。

Long-term outlook: Good trends in the tourism industry，Stick to leisure travel、Leading stocks in outbound tourism

Overall，Consumption upgrade、Transportation improvements、Favorable policies and other favorable policies continue to support the golden decade of the tourism industry，Leisure travel and outbound travel are particularly leading。It is recommended to pay attention to China International Travel Service, a leading duty-free company related to leisure travel (a new 188bet sports betting app download round of favorable policy cycles)、Songcheng Performing Arts, the leading performing arts company (intensified integration + upgraded expansion model)、Temperature International (high growth industry、B2B2C model innovation)、China CYTS, the leading leisure and resort area around the core city circle (huge passenger flow group)、Sante Ropeway (integrated development of second- and third-line natural scenic spots) and the leading outbound travel agency Zhongxin Travel、Yishi Shares (high growth in the industry + expansion of the entire industry chain with capital support&National expansion).

Focus in the second half of the year: The theme of state-owned enterprise reform continues to ferment，Disney market is expected to restart

Thematic investment in the second half of the year: First, it is recommended to continue to layout the theme of state-owned enterprise reform，With the final launch of the top-level plan gradually approaching，National reform stocks are expected to usher in a second wave of market prices in the second half of the year。It is recommended to focus on the layout of China International Travel Service (reform of central enterprises)、Dalian Shengya、Guilin 188bet app download Tourism、Guilin Tourism、Huatian Hotel、Lingnan Holdings, etc.；The second is to appropriately plan the second wave of Disney market (6-9 months before the official opening)，Focus on Jinjiang shares、China Youth Hostel、Songcheng Performing Arts, etc.。In addition, it is also recommended to pay attention to the increase in market sentiment on related stocks after Beijing’s successful bid to host the Winter Olympics (China CYTS、Changbai Mountain、CITS United, etc.)。

2015 mid-term investment strategy: layout the peak season market，Moderate balanced allocation to deal with uncertainty

Currently the tourism sector has entered the seasonal third quarter peak season market cycle，We firmly believe that the tourism sector is a good offensive and defensive sector in the second half of the year。The mid-term reports of the 13 tourism listed companies currently covered are relatively optimistic (China CYTS may have experienced a decline in mid-term results due to non-retrospective adjustments in the middle of last year)，Overall expected growth is 22%。We recommend a balanced allocation to deal with the uncertainty of the 188bet app market in the second half of the year: 1、Preferred white horse stocks with low valuations and stock price catalysts。First recommended is China International Travel Service、Secondly China Youth Hostel、Jinjiang Co., Ltd. and the leader in natural scenic spots (mid-term report + good expectations for passenger flow in peak season)。2、Investors with a medium- to long-term focus may consider investing in growth stocks that have experienced relatively large declines in the early stages。Highly recommended Tempus International、Yishi Shares (Caesar)、Songcheng Performing Arts、Zhongxin Travel，Steady allocation on dips。3、State-owned enterprise reform theme: Dalian Sunya、Three Heroes of Xi'an、Guilin Tourism、Huatian Hotel、CITS United。4、Scarcity theme variety: Changbai Mountain、CITS United、Beijing Culture。

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