Group 1 - The 2026 Spring Festival holiday is expected to be the longest in history, with a 9-day break, leading to a significant increase in travel plans among consumers [1] - Domestic tourism market bookings have surged by 300% compared to the same period last year, with a noticeable preference for cultural, ice and snow, and winter escape tourism [1] - Popular travel routes are already entering a "抢订" (rush booking) phase, with limited availability for certain products [1] Group 2 - Wanlian Securities projects that the focus on domestic demand and building a strong domestic market will remain a priority, although the recovery of the fundamental economy may take time due to adjustments in household balance sheets [1] - The tourism market is expected to see improved conditions during the Spring Festival, with the social service sector anticipated to present structural opportunities in the first half of the year [1] - Huachuang Securities notes that the booking window for the Spring Festival has opened, with positive year-on-year performance for both domestic and outbound flight bookings, particularly benefiting Hainan from increased tourist flow due to border closures [1]
国内旅游市场出游人数预订量激增,热门旅游线路被“抢订”
Jin Rong Jie·2026-01-27 01:38