中青旅获中银证券买入评级，新增酒店致Q1利润承压，建议关注旅行社业务修复

金融界05-06

2024年5月6日，中青旅获中银证券买入评级，近一个月中青旅获得3份研报关注。研报预计短期内乌镇的新增酒店折旧摊销导致公司成本提升，后续建议关注景区业务的持续恢复和跨境游恢复对于公司旅行社业务的催化。研报认为，支撑中青旅的评级的要点为：营收稳步增长，景区折摊增加拖累利润，毛利率略有下滑，期间费用率同比基本持平；乌镇客流逐步恢复，古北水镇仍有承压；整合营销聚焦客户紧抓机遇，跨境游恢复驱动旅行社业务...

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