大众旅游时代，多元场景赛道哪些更受宠？

Core Insights - The tourism industry is experiencing a significant recovery driven by supportive government policies, improved consumer demand, and technological advancements, particularly AI [1][2] Group 1: Government Support and Market Trends - The Ministry of Culture and Tourism has implemented multiple supportive policies to enhance tourism product supply, optimize infrastructure investment, and relax visa policies, promoting high-quality development in the tourism sector [1] - The report from Guorong Securities indicates that the summer tourism market in 2025 will benefit from peak season traffic, policy incentives, and AI integration, with a focus on high-frequency consumer demands such as summer vacations, family trips, and long-distance travel [1] Group 2: Consumer Behavior and Experience - The tourism market is witnessing a shift from traditional sightseeing to immersive experiences, with consumers increasingly seeking emotional connections and local integration, leading to the rise of niche destinations and the value of cultural tourism IP [2] - The frequency of travel is on the rise, with data from Tongcheng Travel showing an increase in per-user consumption frequency from 5.5 times in 2019 to 8.1 times by the end of Q4 2024, indicating a trend towards year-round travel and immersive experiences [2] Group 3: Technological Advancements - AI technologies are transforming the tourism service chain, with capabilities such as personalized itineraries, smart bookings, and AI customer service becoming standard for OTA platforms, enhancing efficiency and creating new market opportunities [2] - Emerging technologies like XR interaction, 3D printing, and holographic projection are being integrated into tourism experiences, providing consumers with innovative engagement modes and new consumption scenarios [2]