Yunnan Tourism(SZ:002059) Mei Ri Jing Ji Xin Wen·2025-11-12 23:27Core Insights - Yunnan is actively promoting its "Travel to Yunnan" initiative, aiming to develop a high-quality travel industry and enhance local living standards through a comprehensive development plan [1][2][3] Group 1: Development Plans and Initiatives - The "Travel to Yunnan" high-quality development conference introduced the "Travel to Yunnan Development Special Plan (2025-2030)", which includes 26 pilot projects across 16 prefectures, focusing on increasing farmers' income, promoting employment, and integrating industries [1] - The plan outlines a spatial development framework consisting of "two axes, three belts, and six zones" to create a comprehensive travel corridor and promote differentiated regional development [1] Group 2: Market Potential and Economic Impact - In 2024, Yunnan is expected to receive 700 million tourists, generating a total tourism expenditure of 1.14 trillion yuan, with tourism-related industries contributing over 7% to the regional GDP [3] - The local tourism consumption structure indicates that transportation costs account for approximately 40%, while accommodation and dining make up 30% and 10% respectively, highlighting the need for a shift from traditional ticket-based revenue models [3] - By 2024, the number of travelers residing in Yunnan is projected to reach 3.898 million, with a consumption scale exceeding 42.56 billion yuan, where over 60% of spending is on local services [3] Group 3: Competitive Landscape - Other provinces such as Guizhou, Hainan, and Zhejiang are also developing their own travel brands and initiatives to attract tourists, indicating increasing competition in the travel residency market [4] - The national travel market has a potential demand of 600 million visitors, with an overall market size expected to approach 3 trillion yuan, emphasizing the importance of retaining visitors [4]