业内人士分析，为期8天的黄金假期显著提高了人们出行安排的时间宽松度与空间跨度，A股中酒店旅游、食品饮料、商贸零售、家电等相关领域公司均有可能因此受益。

Analysis of the personage inside course of,For eight days of golden holiday significantly improve the travel arrange time loose degree and space span,A share in the tourism hotel/Food and beverage/Commercial retail/Home appliance and other related field company might have benefit.

旅游人次和收入增两成 Tourism people and income increased by twenty percent

　　中国旅游研究院的预测报告认为，国庆黄金周旅游市场的总体特点为：国内游平稳增长，出境游大幅上扬，入境游稳中有降。报告预计，今年国庆黄金周旅游人数和收入增长均会超过20%，且均比2008年翻一番多。

China's tourism institute forecast report think,National Day golden week travel market and the overall characteristics for:Domestic tourism steady growth,Outbound tourism rose sharply,Inbound stability have fall.The report is expected to,This year National Day golden week tourists and income growth all can be more than 20%,And they are all more than 2008 more than double.

　　得出上述判断主要基于以下四个方面原因：上半年我国居民可支配收入较去年同期增长近10%，而且CPI连续下降，居民实际收入相应提高，一定程度上激发了居民的旅游需求；在区域旅游竞争与合作并存的大背景下，主要旅游目的地为黄金周准备了丰富多彩的项目和产品，并通过多样化的宣传推广活动提前预热了国内消费市场；大部分地区的春夏两季酷暑和洪涝自然灾害不断，暑期旅游需求受阻，很可能在中秋与国庆两假连放的八天长假得以集中释放；国务院8月2日下发重大节假日免收小型客车通行费实施方案的通知，此项政策会让自驾游车旅费节省近一半，对自驾游有较大的促进作用。

The judge concluded that the main reason based on the following four aspects:In China in the first half of the per capita disposable income rose by nearly 10% compared to the same period last year,And CPI continuous decline,Residents real income increase,To a certain extent, inspired the residents' travel demand;In the regional tourism competition and cooperation of both background,The main tourist destination for the golden week prepared rich and colorful projects and products,And through the diversity of promotional activities in advance the preheat domestic consumption market;Most regions of the spring and summer and scorching heat and flood natural disasters constantly,Summer travel demand hindered,Probably in the Mid-Autumn festival and National Day two false even put eight seven-day holiday to centralized release;Issued by the state council on August 2, major holidays will be exempted from the mini-bus tolls implementation plan of the notice,This policy will make travel leading to save nearly half,Leading to a greater role in promoting.

　　据中国旅游研究院的中国居民出游意愿调查显示：今年“十一”黄金周期间有出游意愿的高达87.9%，远高于去年同期的58.3%。其中，有自驾车出游意愿的占有出游意愿总体的29.5%，这些群体中有50.3%的受访者表示免收通行费政策是其选择自驾游的直接因素。

According to China's tourism research institute of Chinese residents will travel survey:This year"eleven"During the golden week travel wishes as high as 87.9%,Far higher than the same period last year 58.3%.the,Have since went for a drive will have to travel overall 29.5%,These groups have 50.3% of the respondents said toll-free policy is the choice of leading direct factors.

　　在出境游方面，旅游人次和花费将出现双高增长。据部分旅游企业反馈的信息，今年出境游人次较去年同期约有30-40%的增长。较长的黄金周假期，加上当前出现的“拼假族”，使得长线游如前往北美、澳新的旅游需求高速增长，但东南亚常规线路仍是热点。与此同时，境外旅游目的地不断加大对中国游客的促销力度，签证、免税、支付、中文接待环境等便利措施的出台，欧元、英镑的贬值，后奥运旅游等因素，将进一步拉动中国公民的出境旅游需求。

In the outbound tourism in,Tourism people and cost will appear tends to increase.According to part of the tourism enterprise feedback information,Outbound tourism people this year compared with the same period last year about 30-40% of the growth.Long golden week holiday,Combined with the current appear"Spell false family",Make long term swim as to the north American/Australia's travel demand growth,But southeast Asia conventional line is still hot.meanwhile,Overseas tourist destination for Chinese tourists increasing promotional efforts,visa/duty-free/pay/Chinese reception environment convenient measures come on stage,euro/Pounds the depreciation of the,After the Olympic tourism, and other factors,Will further boost China's citizens outbound travel demand.

旅游消费行情明显 Tourism consumption market significantly

　　东北证券的研报指出，2012年上半年我国旅游业发展状况显示，尽管受到国内经济趋势性下滑及世界政治经济形势不稳定的影响，上半年我国旅游经济总体运行仍然平稳，目前支撑旅游经济发展的基本面没有改变，全年的运行形势还是比较乐观的。

Northeast securities research report pointed out,In the first half of 2012 China's tourism development status display,In spite of the domestic economic trend decline and the world political and economic situation is not stable influence,Our country tourism economy in the first half of the overall are still operating smoothly,At present support of the tourism economic development has not changed the fundamentals,The operation situation is the quite optimistic.

　　而且，旅游板块重点公司中报业绩增长良好，《中国人民共和国旅游法》、《国民旅游休闲纲要》等政策利好预期依旧强烈，这些因素将成为支撑旅游板块“金九银十”行情的催化剂。

and,Tourism plate key company performance center daily news good growth,[Supply of the People's Republic of China]/[The national tourism leisure outline]Policies bullish expectations is still strong,These factors will become support tourism plate"Gold nine silver ten"Quotation catalyst.

　　从子行业情况看，券商分析师们依次看好掌控垄断景区资源、具有门票提价预期及具备产业链拓展经济模式的景区类子行业，如峨眉山A(000888)；具有免税业务、出境旅游业务的旅游综合类子行业，如中国国旅(601888)；以经济型酒店经营为主的酒店类子行业未来的发展，如锦江股份(600754). (来源：中国证券报)

From the son see the industry situation,Securities analysts ordinal value control monopoly scenic resources/With ticket prices expectations and have industrial chain expand economic model of the kind of fruit industry,Such as mount emei A(000888);Has free business/Outbound tourism business travel comprehensive fruit industry,Such as CITS(601888);With economy hotel business primarily hotel kind son the industry's future development,Such as jinjiang shares(600754). (source:China's stock certificate report)