On April 1, at the national cheer, ushered in the 2010 Shanghai World Expo countdown to 1 month. From the opening date drawing near, while the stock market has eyes focused Expo held a benefit after the World Expo on a medium-term concept, this Expo concept stock speculation into the climax.
It is reported that the new 18th on the Organization of work and operational readiness of Shanghai World Expo held a press conference, Executive Vice Mayor of Shanghai, the World Expo Executive Committee Deputy Director Yang Xiong described, there are 192 countries and 50 international organizations confirmed exhibitors, the number of international exhibitors has been creating the next World Expo history, 17th World Expo tickets have sold more than 18 million.
1-Consumer upgrade stage
According to Expo Bureau estimates, during Expo will attract 70 million visitors come to visit, and at the same time, during the World Expo there are over more than 20,000 domestic and international related activities held in Shanghai. Guotai Junan securities, or even predict the World Expo will attract visitors over 100 million people, conservative scale calculation of consumption is also up to $ 188 billion, which led directly to Shanghai's retail, tourism, restaurants, hotels, transport and other related industries contribution total up to more than $ 100 billion.
Obviously, that directly stimulate the development of transportation, hotel and commercial stores and prosperity for the benefit of these industry groups directly, and more recent related industry Expo concept stocks, the more dynamic performance, makes the movement of the plates began to firm up.
Securities industry analysts told reporters in Shanghai, from the perspective of time series, Shanghai World Expo on the pulling effect of industry is divided into three phases, respectively, the preparatory phase, that is, construction and real estate industries; consumer promotion stage, mainly related to the catering tourism, retail, and transportation; stage Expo after effects, including tourism, commercial real estate. From the previous situation, Expo held on the entire clothing, food, housing, transportation and other related positive effects on all aspects of industry, and to stimulate the local economy very clearly, the Expo has been or is about to have an enormous positive impact no doubt.
2-hotel industry with "cake"
In contrast, investment Expo concept is also a topic, related industries benefit levels vary, but on the whole, hotel, commercial, and transportation benefits are most apparent, as related companies on the capital market is also the most vulnerable to financial favor. According to some in the industry that is at the top of hotel and catering services, benefit level will be 34.3%.
From the recent stock market performance, as a handful of tourism listed companies of the sector of Shanghai World Expo, Pearl of the Orient has a good performance. Oriental Pearl Tower also known as Expo shares the concept of a "Pearl".
"The company has a landmark tourist attraction Shanghai Oriental Pearl Tower, Shanghai International Convention Center, five-star hotel River Cruise Business Expo and the only company to participate in Expo of stadium operations, such as performing arts center. "Galaxy securities analyst Xu Yaowen tourism industry in an interview with the securities Journal said," opening of the Expo, first of all is to stimulate the promotion of tourism, thereby driving the popularity of upgrading from Kunming, Shenyang flower Expo in the past can be seen, on the latter part of tourism is the promotion of sustainable. ”
After the closing of the Expo, the Expo theme pavilion, World Expo Center, the Expo axis building permanent, which will become a new tourist attraction Shanghai, stimulating tourism in Shanghai.
This reporter has learned, taking into account factors such as the possibility to benefit, benefit from flexible, we think will benefit the tourism industry Expo will have an effect is expected in the long run.
Tourism promotion will stimulate the demand of hotels, promotion of Shanghai's status as a tourism destination, will raise the level of local hotel occupancy rates and house prices.
According to relevant data, during the World Expo, estimated number of hotel beds in demand of about 600,000, as Expo recommended--Jinjiang hotel is undoubtedly one of the most advantages of shares, Jinjiang, and a number of restaurant chains, that they own shares of low-star hotel and apartment hotel's 900 rooms Management Expo.
Jinjiang shares interviews with journalists call, a woman says, "annual report has not been disclosed, some statistical data had not come out, belongs to the hotel, have started very early to accept the Expo room reservation, is now scheduled to price increases, occupancy rates will increase. ”
Data show that Jinjiang shares its has been the center of the Hotel Forum in Asia not only as "best economy hotel chain in China" honor "Jinjiang hotel chain", in addition, the company also has a stake in KFC in Shanghai 42% Shanghai Cafe restaurant new Asia Limited, owns 75% limited number of catering enterprises, will share a cup of soup in the Expo.
According to the analysis, because around the nearby Suzhou, Hangzhou, Shanghai, Jiangsu and Zhejiang's tourist attractions, accommodation, play, with a large number of people will be involved, or streamed to the Suzhou, Hangzhou, jiaxing, and other places. "Expo effect" on the start, back River and along the coast. From Hangzhou, Zhejiang to Jiangsu Lianyungang, from central China's Anhui Province, Jiangxi province until Western Chongqing, pulling on the regional economy is from the Yangtze River Delta to expand to the middle and lower reaches of the Yangtze River and coastal areas.
3-commercial consumption follows
Long-term industry chain overall benefit: according to reporter understanding, shopping consumption spending is domestic visitors maximum of a items spent (accounted for total spent of 42%), 70 million passengers of Expo visit crowd will formed powerful purchasing power,, if by per person consumption 3,000 yuan rough calculation, on equivalent to more than 200 billion yuan of consumption scale, only to Shanghai area calculation, as much as 4 trillion investment of second times consumption stimulus policy, so apart from tourism hotel industry, industry links undoubtedly will reaching commercial retail industry, Shanghai retail benefit significantly. According to the calculation of guotai Junan, during the World Expo Shanghai retail industry led 14.8%.
Lao Feng Xiang as a listed company was officially included in the second batch of 2010 Shanghai World Expo licensed products business license unit, with design, production and sales rights of Expo licensed products of precious metals.
Indeed, due to the Expo will last for 5 months-long, relatively long time, World Expo concepts will also be in the market and gradually started to digest. Sinolink securities senior analyst of Shanghai Xu Wei believed that "Expo with games similar to, but not exactly the same, Expo is likely to have exceeded expectations earnings! "Food and brewing industry analyst with Galaxy securities, Mr Tung to the securities Journal said," Enterprise brand image Expo to the food consumption, are long term (expected). ”
National Expo experience shows that Expo to have a significant role in stimulating regional economy, pulling the main industry focused on the benefits from investment in infrastructure construction and building industry, as well as benefiting from (if) the consumer-driven retail, hospitality, transportation, and thus effect the World Expo tourism, commercial real estate and other industries.
No comments:
Post a Comment