交通运输部公布春运(2月2日至3月13日)首17天的全国旅客吞吐量;总量同比增长4%，其中铁路、民航、 公路及水路分别同比增长2.8%、5.2%、4%及18.4%。而在9天春节假期的首4天表现更为强劲，总量同 比增长6.8%，铁路、民航、公路及水路分别同比增长3.5%、7.7%、6.8%及26.9%。 智通财经APP获悉，花旗发布研报称，维持对携程(TCOM.US)及同程旅行(00780)"买入"评级，给予携程 美股目标价82美元及同程H股目标价28港元。但该行认为携程股价不太可能因春节数据而波动，因为市 监局仍在进行调查。携程将于2月25日美国市场收市后公布业绩。 该行认为国内旅客吞吐量数据大致符合预期，民航及公路表现优于大市，但铁路数据略为疲弱，可能由 于比较基数问题。出境方面，国家移民管理局估计9天假期期间平均每日跨境旅客量将达205万人次，同 比增长14.1%，这仍有待观察，因为移民局节前预测通常过于乐观，且受到日本事件的影响。 ...

同程旅行数据显示，春节9天长假让"分段式过年"更加火爆，2月18日至19日成为节中出游高峰时段，节 中民航出行热度较去年春节同期提升38%。"先回家团圆，再出发度假"复合型春节催化下，国内酒店节 中入住高峰更加显著。节中2至4天酒店连住订单占据主流，靠近知名景区、热门商圈的酒店最为抢手。 （贾尚志） 越长大，越是怀念弥足珍贵的年味，找个年味浓郁、体验独特的地方过春节，成为众多游客的愿望。同 程旅行数据显示，近两周来，平台上"年味""年俗"等关键词搜索热度环比上涨358%，"到最有年味的地 方过大年"成为一股新风尚。截至2月19日，汕头、福州、潮州、太原、西安、广州、黄山、自贡、开 封、上饶等城市跻身"特色年味游"前十名目的地榜单。 春节"返乡游"和跨省"异地游"双重客流的涌入，使得太原、西安、黄山、开封、上饶等中西部城市旅游 热度高涨。太原以社火巡游、非遗展演等丰富民俗活动成为游客找寻年味的热门去处，春节假期前半 段，太原机场进港机票热度环比上月增长268%。 同程旅行2月19日发布消息，今年是春节申遗成功后第二个"非遗中国年"，汕头、福州、潮州、太原、 西安等一批年俗年味独特、沉浸式体验强的目的地突出重围， ...

转自：扬子晚报 阖家团圆的热闹尚未散去，一场跨越大江南北的旅游热潮已悄然掀起。同程旅行数据显示，春节九天长 假让"分段式过年"更加火爆，2月18日（大年初二）至2月19日（大年初三）成为节中出游高峰时段，节 中民航出行热度较去年春节同期提升38%。从整个春节假期来看，民航2次以上出行旅客同比涨幅预计 达一半以上。今年是春节申遗成功后第二个"非遗中国年"。汕头、福州、太原等一批年俗年味独特、沉 浸式体验强的目的地突出重围，热门景区门票预约及入园客流维持高位。 "特色年味游"目的地 汕头领跑全国"特色年味游"热门目的地 太原以社火巡游、非遗展演等丰富民俗活动成为游客找寻年味的热门去处，春节假期前半段，太原武宿 机场进港机票热度环比上月增长268%。大年初一至初五，老君山景区、黄山风景区、自贡中华彩灯大 世界、葛仙村度假区等景区门票预约及入园客流持续处于高位，"2大1小"和"2大2小"的家庭组合门票订 单最为常见。 国内机票热门目的地 经典目的地仍是"客流担当" 作为全岛封关运作后的首个春节，海南省文旅市场热度"火力全开"。同程旅行平台数据显示，春节假期 前半段，海口美兰机场、三亚凤凰机场进港机票热度环比上月涨超3 ...

Group 1: Travel Trends During Spring Festival - A significant travel surge was observed during the Spring Festival, with a 38% increase in civil aviation travel compared to the same period last year [1] - The average hotel price during the festival period rose by over 30% compared to the pre-festival period, with some popular tourist cities seeing prices double [1] - The trend of "returning home for reunion, then departing for vacation" has led to a notable increase in hotel bookings near famous scenic spots and shopping districts [1] Group 2: Popular Destinations and Experiences - Cities like Shantou, Fuzhou, and Taiyuan emerged as top destinations for unique cultural experiences, with a 358% increase in searches for "year flavor" on travel platforms [3] - The popularity of traditional customs and immersive experiences in places like Taiyuan and Fuzhou contributed to their high tourist traffic, with Fuzhou's Sanfang Qixiang entering the top 10 popular scenic spots [6][7] - Classic destinations such as Beijing, Chengdu, and Harbin continue to attract significant tourist numbers, maintaining their status as primary travel hubs during the festival [10] Group 3: Short-Distance and International Travel - Short-distance international travel saw a resurgence, with Southeast Asian cities becoming popular due to favorable visa policies and pleasant weather [12] - The top 10 international travel destinations during the festival included Bangkok, Kuala Lumpur, and Singapore, with a focus on culturally rich areas [13] - A significant portion of travelers opted for 4-5 day international trips, balancing traditional customs with the desire for foreign vacations [13]

Group 1: Travel Trends During Spring Festival - A significant travel boom has been observed during the Spring Festival, with domestic air travel increasing by 38% compared to the previous year [1] - The average hotel price during the festival period rose by over 30%, with some popular tourist cities seeing prices double [1] - The trend of "returning home first, then traveling" has led to a surge in hotel bookings near famous scenic spots and shopping districts [1] Group 2: Popular Destinations and Experiences - Cities like Shantou, Fuzhou, and Taiyuan have emerged as top destinations for unique cultural experiences, with searches for "year flavor" increasing by 358% [2] - The influx of tourists to the Chaoshan region has been notable, with a nearly 10-position rise in ticket demand for flights to Chaoshan Airport compared to last year [5] - Fuzhou's tourism has been boosted by traditional customs and events, with the Sanfang Qixiang area ranking among the top 10 popular scenic spots [6] Group 3: Hotel and Accommodation Insights - The hotel occupancy rates in Hainan during the Spring Festival have significantly exceeded the national average, with a 300% increase in flight demand to Haikou and Sanya [7] - Popular hotel types in Sanya include sea view suites and family-themed rooms, reflecting the preferences of younger travelers [7] - The hotel booking trends indicate a strong demand for family packages and unique accommodations in various regions [6][7] Group 4: International Travel Trends - Short-haul international travel has seen a resurgence, with Southeast Asian cities becoming popular destinations due to favorable visa policies and pleasant weather [10] - The top 10 international travel destinations during the Spring Festival include Bangkok, Kuala Lumpur, and Singapore, with a significant portion of travelers opting for 4-5 day trips [12] - Travelers are balancing traditional customs with international vacations, often departing shortly after the New Year celebrations [12]

Core Viewpoint - The National Financial Supervision Administration, in conjunction with the State Administration for Market Regulation and the People's Bank of China, has initiated special discussions with six major travel platforms regarding non-compliance in their credit business practices [1] Group 1: Regulatory Actions - Six mainstream travel platforms, including Ctrip, Gaode Map, Tongcheng Travel, Fliggy, Hanglv Zhongyong, and Qunar, are involved in the discussions [1] - The core focus of the discussions is on issues related to non-standard credit business practices [1] Group 2: Identified Risks - The platforms are reported to have three main risks: misleading marketing, lack of information disclosure, and inadequate consumer protection mechanisms [1]

Core Viewpoint - The regulatory authorities are accelerating the clarification of boundaries in the context of the deep integration of platform economy and financial services, focusing on the risks of misleading marketing, lack of information disclosure, and inadequate consumer protection in the "scene embedded lending" model [1][12]. Group 1: Regulatory Actions - On February 13, the National Financial Supervision Administration, in conjunction with the State Administration for Market Regulation and the People's Bank of China, initiated special discussions with six major travel platforms regarding their lending practices [1]. - The discussions highlighted non-compliance issues in marketing behavior, information disclosure, and consumer rights protection among the involved companies [1]. - Regulatory requirements include the prohibition of misleading promotional language, clear disclosure of lending institutions and product information, and the establishment of effective customer complaint channels [1]. Group 2: Company-Specific Financial Practices - Ctrip has obtained multiple financial business qualifications since acquiring an insurance agency license in 2011, including commercial factoring, online micro-lending, and third-party payment services, and has expanded its financial licensing internationally [2]. - In contrast, Gaode Map does not hold any financial licenses and operates a pure referral model for lending services, with third-party financial institutions providing the actual loans [9]. - Tongcheng Travel has completed its licensing requirements by acquiring a payment company and consolidating its lending licenses, allowing it to collaborate with over 50 lending platforms [11]. Group 3: Regulatory Challenges - The coexistence of licensed self-operated platforms and unlicensed referral platforms presents a core challenge for current regulatory efforts [11]. - The regulatory focus for licensed platforms like Ctrip is on the potential misuse of information advantages, while for unlicensed platforms like Gaode, the emphasis is on avoiding substantial marketing under the guise of information display [11]. - The high-frequency and low-decision-cost nature of travel platforms can amplify the effects of credit inducement, leading to potential credit record impacts for users who do not fully understand the terms [11]. Group 4: Cross-Departmental Regulatory Mechanism - The joint action reflects a deepening of cross-departmental regulatory mechanisms, with each department focusing on different aspects of compliance and consumer protection [12]. - This initiative serves as a systemic brake on the financialization impulse of platform economies, emphasizing that technological convenience cannot replace compliance standards [12]. - The regulatory framework aims to ensure that platforms can connect to financial services while maintaining clear disclosures and protecting consumer decision-making rights [12].

Group 1 - The core viewpoint of the article is that outbound travel during the Spring Festival has become increasingly popular, with significant growth in bookings and a shift in how younger generations perceive and celebrate the holiday [2][10][26] - According to the National Immigration Administration, it is predicted that the average daily inbound and outbound travelers during the Spring Festival in 2026 will exceed 2.05 million, representing a 14.1% increase compared to 2025 [2] - Data from OTA platforms shows that Ctrip's outbound customized travel orders increased by 18% year-on-year as of January 12, indicating a peak in bookings for outbound travel products [2][10] Group 2 - The article highlights a change in the traditional concept of "family reunion" during the Spring Festival, with younger individuals opting for travel experiences rather than adhering to customary practices [3][4] - The extended holiday period this year, lasting 9 days, has facilitated long-haul outbound travel, with a notable increase in bookings for trips lasting 9 to 12 days [5][10] - Travelers are increasingly seeking destinations that offer a stable pricing structure, as opposed to domestic travel where prices tend to surge during the holiday season [8][20][22] Group 3 - Popular destinations for outbound travel during the Spring Festival include Southeast Asia, with cities like Singapore, Kuala Lumpur, Bangkok, Ho Chi Minh City, and Bali leading the list [10][26] - The article notes that Turkey has seen a 320% increase in popularity as a travel destination due to the recent visa-free policy, indicating a shift in travel preferences [26][28] - The demand for outbound travel services has surged, with some travel agencies reporting a fivefold increase in orders compared to regular periods, particularly for family trips [28]

Core Viewpoint - The regulatory authorities in China are addressing compliance issues related to lending practices by major travel platforms, emphasizing the need for comprehensive rectification to protect financial consumers' rights [1][5][8] Group 1: Regulatory Actions - The National Financial Supervision Administration, along with the Market Supervision Administration and the People's Bank of China, has conducted a joint meeting with six major travel platforms, including Ctrip and Fliggy, to discuss compliance issues in their lending operations [1] - The regulatory bodies have outlined three key rectification requirements: to standardize marketing practices, ensure transparent disclosure of lending information, and improve complaint handling processes [5] Group 2: Industry Context - The integration of credit products into high-frequency travel scenarios has become common in the industry, but issues such as lack of transparency, misleading marketing, and slow dispute resolution have been prevalent [8] - The joint regulatory effort aims to enforce platform accountability and standardize the "travel + finance" cross-industry cooperation model [8]

Core Viewpoint - The financial regulatory authorities have conducted discussions with six travel platform companies regarding issues related to their collaboration with financial institutions in lending activities, emphasizing the need for compliance and consumer protection [1] Group 1: Regulatory Actions - The financial regulatory bureau, in conjunction with the market regulatory bureau and the People's Bank of China, has engaged with Ctrip, Amap, Tongcheng Travel, Fliggy, Hanglv Zongheng, and Qunar regarding their lending practices [1] - The companies are required to standardize their marketing behaviors and refrain from using misleading promotional language [1] Group 2: Consumer Protection Measures - Companies must clearly disclose the names of lending institutions and information about credit products [1] - There is an emphasis on providing clear reminders to borrowers about rational borrowing practices [1] - The companies are instructed to improve customer complaint channels, respond promptly, and handle consumer disputes effectively to enhance service quality and protect consumer rights [1]