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社会服务行业专题研究:出行趋势延续,消费出海仍是亮点-国联证券

社会服务 出行趋势延续,消费出海仍是亮点 ➢ 消费回顾:消费力仍待修复,出行意愿延续 回顾 2023年至今的消费环境,可支配收入增速仅在 5%附近徘徊,仍有修复空间。虽然消费动能并未充分释放,但居民出行意愿较强且持续热烈,文旅市场供需双旺,全国营业性演出(不含娱乐场所演出)场次同比增长72.7%,票房收入同比增长 116.9%。股价方面,基于弱消费力下对业绩和成长性的担忧,2024年至今消费者服务

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