Group 1 - The Chinese Ministry of Culture and Tourism has advised tourists to avoid traveling to Japan, leading to a significant number of cancellations and changes in travel plans [1][2] - Major travel agencies have begun removing promotional materials for Japan travel, and there is an expectation of a substantial drop in flight and hotel prices for Japan [1][2] - South Korea has emerged as the top outbound travel destination, with a notable increase in bookings for Southeast Asian countries such as Thailand, Malaysia, and Singapore [2] Group 2 - The Japan National Tourism Organization (JNTO) reported that the number of visitors from mainland China to Japan is projected to exceed 6.98 million in 2024, marking a year-on-year increase of 187.9% [3] - Chinese tourists accounted for approximately 20%-25% of total visitors to Japan in the first ten months of the year, with their spending reaching 1.73 trillion yen, making them the largest group of foreign spenders [3] - The decline in Chinese tourists is expected to negatively impact various sectors in Japan, including tourism, cosmetics, and retail, with stock prices of companies like Japan Airlines and Shiseido already experiencing declines [4]
旅行社撤下日本游：韩国取代日本成最热出境游目的地，这些日企股价下跌