Last week (April 22-April 28) the CSI 300 index rose 1.FishingvestThe Shenwan social service index rose 2.81%, and the social service index outperformed the CSI 300 index by 1.61 percentage points, ranking 11th among Shenwan's 31 first-tier industry indexes. Since the beginning of the year, the CSI 300 index has risen 4.46%, while the Shenwan social service index has fallen 9.9%. The Shenwan social index has outperformed the CSI 300 index by 14.36 percentage points, ranking 25th among Shenwan's 31 first-tier sub-industries. Last week, the social services subsector rose, with hotel catering 1.93%, tourism and scenic spots 1.82%, education 4.54%, professional services 2.42%, and sports 4.1%. PlateFishingvestThe PE values of hotel catering, tourism and scenic spots, education, professional services and sports are 28.66, 37.85, 43.29, 28.45 and 24.05 respectively. Recent developments worth paying attention to, with the popularity of travel, traditional tourist cities continue to be hot, ring, outbound and other long-term tourism are popular, and taste buds, travel photography, and the search for minority destinations that have sprung up in recent years have become a hot trend in May Day travel this year, greatly enriching tourists' travel experience. The concentrated release of demand for travel on May Day will promote the acceleration of consumption, expansion and quality of the living service industry in various places. 1. Tourism: the tourism market continues to pick up after the Qingming Festival holiday. In 2024, the government's work-oriented work continues to focus on the culture, tourism and other life service industries in the field of consumption. It is expected that the policy of promoting consumption in the culture and tourism industry is expected to continue. It is good for catering, scenic spots, hotels, tax exemption and other industries in the culture and tourism industry chain. It is suggested to pay attention to: 1) the tax-free leader benefiting from the recovery of entry and exit, as well as the tax-free leader whose performance is gradually improving; 2) the scenic spot, performing arts leader and hotel leader that benefit from the recovery of passenger flow after the recovery of economy. 2. Education: 1) vocational education companies that actively transform and develop and meet policy requirements; 2) education leaders that apply science and technology to enhance their core competitiveness. Investment points: industry-related news: 1) the total number of global passenger passengers in ACI:2023 is close to 8.5 billion, an increase of 27.2% over 2022 and a recovery of 93.8% compared with 2019. The domestic market grew by 20.2%, recovering from the 2019 level by 96.8%. Insight into the consumption trend of the May Day holiday: taste buds and immersive travel photos lead to new travel trends, which have greatly enriched tourists' travel experience. Xi Jinping: to turn tourism and other service industries into regional pillar industries, we should persist in developing industries with distinctive advantages as the main direction of attack, develop emerging industries in line with local conditions, and speed up the transformation and upgrading of industries in the western region. 2) Education: NetEase youdao: do a children's translation of DK books, committed to the use of science and technology to promote the development of education, to help more students achieve efficient learning. Youdao virtual human coach upgrade: online IELTS speaking test service, officially through the evaluation-exercise-promotion-test simulation of the IELTS test preparation process. Important announcements of listed companies: Tongqing Building, Songcheng Performing Arts, Tianmu Lake, Junting Hotel, Lingnan Holdings, University Education, Intelligence Education, Guoxin Culture, Action Education and other performance disclosure. Risk factors: 1, the risk of natural disasters and safety accidents. 2. Policy 3 wind, grand and dangerous view. The economy is not as risky as expected. [disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.