54.3万人取消赴日机票，俄罗斯泰国争抢中国客源

Core Insights - The Japanese tourism market is experiencing a rapid decline due to travel warnings and the implementation of flexible ticket refund policies by airlines, leading to a significant drop in planned trips to Japan [1][2][4] Group 1: Ticket Cancellations and Market Impact - As of November 19, approximately 900,000 tickets for trips to Japan remain booked but unused, down from 1.55 million on November 15, indicating a cancellation of 543,000 tickets in just four days [1][2] - Major Chinese airlines, including Air China, China Eastern, and China Southern, have introduced free cancellation policies for flights to Japan, prompting other carriers to follow suit [2][4] - The number of travelers originally planning to visit Japan decreased from 1.55 million to 1.06 million, a decline of 32% [2][4] Group 2: Shift in Tourist Preferences - With the decline in interest in Japan, other destinations are actively competing for Chinese tourists, with Southeast Asia seeing a 20% increase in inquiries for travel products [1][8] - Countries like Thailand and Russia are launching initiatives to attract Chinese tourists, including Thailand's "Thailand Safe Travel" program and Russia's upcoming visa-free policy for Chinese citizens [8][9][11] Group 3: Airline and Travel Agency Responses - Several airlines have reported a noticeable drop in passenger load factors for flights to Japan, with a 12.3 percentage point decrease expected as of November 18 [4] - Travel agencies are facing significant impacts, with many canceling all group tours to Japan for November and December due to the high cancellation rates [7][8] - Despite the challenges, some travel agencies report that the impact is manageable due to the current off-peak travel season, although concerns remain for upcoming holiday travel [7][8]