“十五运”拉动当地文旅消费需求 赴日旅游受冲击 云南旅游涨停

Core Insights - The 15th National Games, held from November 9 to 21 in the Guangdong-Hong Kong-Macau Greater Bay Area, significantly boosted local tourism and accommodation spending [1] - Flight bookings to cities like Guangzhou, Shenzhen, and Zhuhai increased by 26% year-on-year during the event, indicating strong demand for travel to these locations [1] - Domestic tourism sector is facing short-term pressure in the secondary market, with the tourism ETF (562510) experiencing four consecutive days of decline [1] - The decline in travel intentions to Japan due to overseas events has negatively impacted Japan's tourism industry, while regions like Yunnan and Hainan are actively attracting tourists, with Yunnan's tourism stocks hitting the daily limit [1] Group 1 - The 15th National Games positively influenced accommodation consumption in host cities [1] - There was a notable increase in flight bookings to key cities during the event [1] - The domestic tourism sector is currently under pressure in the market [1] Group 2 - The decline in travel to Japan is affecting its tourism industry [1] - Yunnan and Hainan are benefiting from the shift in tourist flow, with Yunnan's tourism stocks performing well [1]