社会服务行业事项点评：《关于扩大服务消费的若干政策措施》中蕴含的投资机会

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09/17

（以下内容从信达证券《社会服务行业事项点评：《关于扩大服务消费的若干政策措施》中蕴含的投资机会》研报附件原文摘录）本期内容提要:事件：9月16日，商务部等9部门印发《关于扩大服务消费的若干政策措施》，目标为更大力度提振消费、扩大内需。教育：建议重点关注K12教培和职业教育。提到“扩大教育等领域开放试点”“支持将更多服务消费领域纳入《鼓励外商投资产业目录》”“规范发展文化艺术、科技、体育类非学科...

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Consumption\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00667":0.9,"03978":0.9,"09961":0.9,"09992":0.9},"content_text":"（以下内容从信达证券《社会服务行业事项点评：《关于扩大服务消费的若干政策措施》中蕴含的投资机会》研报附件原文摘录）本期内容提要:事件：9月16日，商务部等9部门印发《关于扩大服务消费的若干政策措施》，目标为更大力度提振消费、扩大内需。教育：建议重点关注K12教培和职业教育。提到“扩大教育等领域开放试点”“支持将更多服务消费领域纳入《鼓励外商投资产业目录》”“规范发展文化艺术、科技、体育类非学科教育培训，完善许可条件，符合条件的线上、线下非学科类培训机构可依法依规申请行政许可；鼓励相关机构以市场化为导向开展职业技能培训”。我们认为，（1）《鼓励外商投资产业目录（公开征求意见稿）》中，教育行业较22年版未发生变化，依旧包括非学历类职业培训机构、非学历类语言类培训机构（面向中小学生和3至6岁学龄前儿童的除外）、非学历类艺术培训机构（面向中小学生和3至6岁学龄前儿童的除外）、职业学校；（2）K12非学科培训牌照审批有望更加顺畅；（3）以就业为导向的职业教育有望受益。建议重点关注K12教培（豆神教育、昂立教育、卓越教育集团等）和职业教育（中国东方教育、招录培训赛道相关个股等）的投资机会。旅游：建议重点关注OTA、景区、酒店、旅游零售。提到“吸引更多境外人员入境消费，有序扩大单方面免签国家范围，优化完善区域性入境免签政策，鼓励旅行社、在线旅游平台推出若干适合外国人的特色旅游线路”“科学调整每学年的教学和放假时间，探索设置中小学春秋假，相应缩短寒暑假时间，增加旅游出行等服务消费时间”。建议关注OTA（携程集团-S等）、景区（西域旅游、峨眉山A、长白山等）、酒店（首旅酒店、君亭酒店等）、旅游零售（中国中免、王府井等）的投资机会。IP：建议重点关注旅游演艺、潮玩。提到“挖掘传统文化IP市场价值，打造服务消费新场景；支持有条件的地方以优质演艺、动漫、游戏、影视作品等线上流量带动线下场景创新”。建议关注旅游演艺（宋城演艺、锋尚文化等）、潮玩（泡泡玛特等）。体育：建议重点关注赛事运营。提到“鼓励引进国外优秀体育赛事，支持地方举办大众体育赛事，打造一批具有较高知名度的精品赛事、职业联赛以及具有自主知识产权的体育竞赛表演品牌”。建议关注赛事运营（力盛体育、兰生股份等）。会展：建议重点关注内展。提到“培育面向国际的医疗、会展等市场”。建议关注会展板块（兰生股份、米奥会展）。护理：建议重点关注圣贝拉。提到“加强对养老护理、家政服务、长期照护等领域从业人员培养培训”。建议关注圣贝拉。风险提示：居民消费意愿或支付能力不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}