Core Insights - Ctrip (TCOM.US) shares rose nearly 5% to $74.59 following a report from Guozheng International, which highlighted positive trends in domestic tourism for the upcoming 2025 National Day holiday [1] Industry Summary - According to the Ministry of Culture and Tourism, domestic tourism revenue for the 2025 National Day holiday (8 days) is projected to reach 809 billion yuan, with 890 million tourist visits, reflecting a year-on-year increase of 15% and 16% respectively [1] - The average tourism revenue per person is expected to be 911 yuan, slightly better than previous expectations of 905 yuan, with a year-on-year decline of 0.6%, which is an improvement compared to earlier forecasts of a 1.2% decline [1] - The decline in average spending has narrowed compared to the first quarter (-6%) and second quarter (-3%) [1] Company Summary - Ctrip's "2025 National Day and Mid-Autumn Festival Travel Report" indicates that long-distance travel and in-depth experiences are the main trends for this year's National Day tourism [1] - The proportion of long-distance domestic travel orders has increased by 3 percentage points compared to last year, while outbound long-distance travel is also gaining popularity, with orders to several European destinations doubling [1] - Outbound chartered tours are showing a trend towards deeper experiences, with overall order volume increasing by over 120% year-on-year [1] - During the holiday period, the search popularity for "night tours" on Ctrip has surged by over 200% compared to the previous period [1]
美股异动 | 携程(TCOM.US)涨近5% 双节旅游数据超机构预期