UTour (SZ:002707) Zheng Quan Shi Bao·2025-09-29 18:10Group 1: Tourism Market Trends - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive significant growth in the tourism market, with a notable increase in travelers' willingness to travel and a shift towards experience-based consumption [1][2] - The Ministry of Transport predicts that the total number of travelers during the holidays will reach 2.36 billion, averaging about 295 million per day, which is a 3.2% increase compared to last year [2] - Self-driving remains the primary mode of travel, with an estimated 1.87 billion self-driving trips, accounting for nearly 80% of total travel [2] Group 2: Online Travel Platforms Performance - Major online travel platforms are reporting substantial increases in bookings, with a 130% surge in travelers on the Zhongxin Travel platform and a GMV of 117 million yuan, reflecting a growth of over 65% [3] - Tuniu reported over 60% growth in self-driving and free travel bookings, while group travel bookings increased by over 50% compared to the previous week [3] - Ctrip's data indicates a 45% year-on-year increase in cross-province travel orders, with a 115% increase in high-star hotel bookings among the younger demographic [3] Group 3: Quality and Experience in Travel - The trend towards high-quality travel products is evident, with a shift towards smaller group sizes for tours, enhancing the travel experience [4] - Emotional value is becoming a key factor in destination selection, with significant increases in searches for experiential products that combine scenery, culture, and activities [5] Group 4: Cultural and Recreational Integration - The integration of cultural and recreational activities is becoming a major trend, with increased interest in museum visits and archaeological tourism, leading to a rise in hotel searches near these attractions [6] - The popularity of events such as concerts and festivals is driving hotel and attraction searches, with some venues seeing search volume increase by over 200% [6] Group 5: Offline Consumption Trends - The offline consumption market is also experiencing a booking surge, particularly in dining and local cuisine, with significant growth in group purchases for regional dishes [7] - Notable increases in sales for various regional cuisines have been reported, with Yunnan and Guizhou cuisine seeing a 102% increase in group purchases [7] - Major restaurant chains are preparing for the holiday rush with new product launches and increased reservations, indicating a strong demand for dining experiences during the holidays [7]