"Charming Xiangxi" is facing the risk of epidemic, and tourism stocks are all red.

The Office of COVID-19 Epidemic Prevention and Control Headquarters in Zhangjiajie issued a circular on July 28th, saying that three asymptomatic infected people diagnosed in Dalian, Liaoning Province on July 26th and 1 infected people diagnosed on July 27th had an intersection, and * * * both pointed to Zhangjiajie Charming Xiangxi Theater on July 22nd. According to the assessment, all the audience in the first show on the evening of July 22nd (18:00- 19:00) belong to high-risk groups.

The official micro-signal of Charming Xiangxi issued a notice on the 28th, and according to the epidemic prevention and control requirements, the performance of Charming Xiangxi was suspended from July 28th to August 3rd (***7 days).

Charming Xiangxi International Cultural Plaza is located near Wulingyuan Scenic Spot in Zhangjiajie, and its subsidiary is Charming Lv Wen Development Co., Ltd. According to Tianyancha App, the company is invested by Tibet Rong Rui Investment Co., Ltd. (accounting for 54%) and Zhangjiajie Hongpin Cultural and Creative Co., Ltd. (accounting for 46%).

In accordance with the requirements of local party committees and governments, necessary measures such as sealing, disinfection and flow restriction should be taken in time to prevent the epidemic from spreading in the places where Dalian tourists who have been diagnosed with positive nucleic acid tests go.

According to the report of Chengdu Health and Wellness Commission, from 0: 00 to 24: 00 on July 27th, Chengdu newly reported 3 confirmed cases of COVID-19, belonging to a family of three. On July 18 and 19, they passed through Changsha and Huaihua, and visited Zhangjiajie and other places on July 20 and 22.

Affected by the news of the epidemic, as of the afternoon of July 28th, the share price of Zhangjiajie, a-share listed company, fell by 7.87% to 4.80 yuan/share.

As of the close of July 28th, the share price of Song Cheng Performing Arts fell by 5.57% to 13.23 yuan/share. In 2020, the operating income of performing arts in Song Cheng was 902 million yuan, of which the income from cultural and artistic industries-live performing arts accounted for 74.88%. Before the outbreak, in 20 19 years, the income from live performing arts also accounted for more than 70% of the income.

Zhou Mingxi, founder of Jingjian think tank, told the interface news analysis, "Although the current situation of epidemic prevention and control has improved, China has once lifted the traffic restrictions on scenic spots, museums and other tourist sites, but the current situation shows that the traffic control policies for closed or semi-closed environments and crowded places should vary according to the situation."

In addition, he believes that the recent epidemic notification has affected the expectations of the capital market for the tourism industry. "It turns out that the summer vacation is the peak season for tourism and one of the main periods for scenic spots to generate income, so it has a great impact on scenic spots and tourism stocks." He said, "Be prepared for the long-term impact of the epidemic on the scenic spot."

As of the close of July 28th, the share price of Huangshan Tourism has fallen by 3.45%. Tourism in Tibet dropped by 4.6%. Jiuhua tourism fell by 1.2 1%, Guilin tourism by 2.93%, Xi 'an tourism by 5.70%, Yunnan tourism by 3.42% and Zhongxin tourism by 3.33%.