新“黄金十年”，北方大市机会来了

Core Viewpoint - The cruise economy is recognized as a new economic growth point with strong driving effects, and it is expected to enter a "golden decade" in China as the global cruise market recovers [2][4]. Industry Overview - The cruise industry is described as a "golden industry floating on golden waterways," with significant economic value derived from the interconnectedness of various sectors, including high-end manufacturing, transportation, tourism, trade, financial services, and cultural creativity, exhibiting a multiplier effect of 1:10 to 1:14 [4]. - The Chinese cruise economy officially began in 2006, experiencing rapid growth from 2008 to 2017, with a peak in cruise passenger numbers and the establishment of several international cruise brands [6][8]. Current Trends - After a slowdown in growth post-2017, the Chinese cruise market is now showing signs of recovery, with projections indicating that 2025 could mark the beginning of a second "golden decade" for the industry [8][10]. - Data from the Shanghai International Cruise Economy Research Center indicates that the cruise passenger volume in China has already surpassed 85% of the 2019 levels, with a year-on-year increase of 27.8% in the first 11 months of the current year [8]. Regional Development - Various provinces, including Shandong, are actively promoting the cruise economy as a key component of their development strategies, with Qingdao positioned as a central player in this initiative [13][14]. - Qingdao's development plan aims to establish a comprehensive cruise industry cluster worth hundreds of billions, with ambitious targets for passenger numbers and cruise ship arrivals by 2028 and 2035 [14][15]. Economic Impact - The cruise economy is expected to significantly contribute to the local economy, with Qingdao's marine economy projected to reach a gross value of 551.32 billion yuan, accounting for 33% of the city's GDP [21][22]. - The integration of cruise tourism with local cultural and commercial activities is anticipated to create new economic scenarios and enhance the overall marine economy [23].