持续拉动内需 “银发旅游”渐成服务消费升级新蓝海

Core Viewpoint - The silver-haired tourism market in China is rapidly expanding, driven by an increase in the elderly population, improved living standards, and supportive government policies aimed at enhancing travel services for older adults [1][7][12]. Group 1: Market Trends - The number of healthy elderly individuals who travel is expected to exceed 100 million by the end of the 14th Five-Year Plan [1]. - The silver-haired demographic is becoming a significant force in the recovery of China's tourism market, characterized by their financial capability, leisure time, and willingness to travel [2][11]. - The silver-haired tourism market is projected to reach approximately 2.7 trillion yuan by 2028, reflecting a growing segment of the overall consumer market [13]. Group 2: Policy Support - Multiple policies have been introduced to address the needs of the elderly, including the "Action Plan" aimed at expanding service offerings and enhancing travel experiences for older adults [1][8]. - The government has emphasized the development of the silver economy, with initiatives to promote nostalgic and youth-oriented travel products [8][12]. Group 3: Industry Developments - The railway sector has launched over 360 tourist trains, with plans for 70-80% of future services to cater specifically to the elderly [4][5]. - In the first eight months of the year, the railway system operated 1,551 tourist trains, marking a 26.1% increase year-on-year, which supports both tourism and the silver economy [6][12]. - The introduction of age-friendly travel services, such as specialized trains and tailored travel packages, is enhancing the travel experience for older adults [5][9]. Group 4: Consumer Behavior - The silver-haired group exhibits distinct travel preferences, prioritizing comfort, cultural depth, and social interaction over traditional sightseeing [9][10]. - There is a notable shift from sightseeing to cultural and wellness experiences, indicating a transformation in the travel behavior of the elderly [12][13]. Group 5: Economic Impact - The growth of silver-haired tourism is contributing to various sectors, including accommodation, transportation, and entertainment, creating a ripple effect throughout the economy [12]. - The demand for silver-haired tourism is expected to stimulate new business models and opportunities, integrating health, technology, and cultural experiences [13].