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海通证券-景区深度研究-吹响景区‘双击‘号角-140627.pdf
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1. ...............................................4 高铁时代到来，峨眉山、桂林、黄山、三特率先受益
1.1 ........................................................................4 2015年，全国高铁网基本形成
1.2 .....................................5 高铁网形成后，各主要景区与客源地的车程大幅缩短
2. ..........................................................................................7 高铁对景区游客拉动显著
2.1 ......................................................................................................7 港中旅嵩山
2.2 ......................................................................................................8 韶关丹霞山
2.3 ..........................................................................................................9 南岳衡山
2.4 ..............................................................................................................9 雁荡山
2.5 ........................................................................................................10 乌镇东栅
2.6 ...............................................................................................................11 华山
2.7 ...............................................................................................................11 泰山
3. ............................................................................................12 目前是买入景区的良机
3.1 ..................................................................................12 景区处于景气复苏初期
3.2 ....................................................................12 股价仍处底部，估值处历史底部
3.3 .......................................................................13 未来3年，业绩较快增长确定
4. ............................................................................................13 重点推荐品种简单介绍
4.1 ........................................................................................................13 黄山旅游
4.2 ............................................................................................................14 张家界
4.3 ............................................................................................................15 峨眉山
4.4 ........................................................................................................15 三特索道
4.5 ........................................................................................................16 桂林旅游
5. ............................................................................................16 市场两个关切点的讨论
5.1 .................................................................................................16 提价or降价？
5.2 .............................................................................................18 估值能否提升？
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