Investment Rating - The report maintains an "Outperform" rating for the social services industry, indicating a projected increase in performance relative to the market index [4][12]. Core Insights - The upcoming National Day and Mid-Autumn Festival holidays are expected to see record-high travel activity, with a significant increase in outbound travel bookings [1]. - Travel search volume during the holiday period is projected to increase by over 20% year-on-year, with a notable rise in both domestic and international flight bookings [8]. - The report highlights a strong demand for high-quality hotel bookings, with a year-on-year increase of over 20% for premium accommodations [8]. - Outbound travel is experiencing a surge, particularly to regions benefiting from visa-free policies, with booking numbers for destinations like Europe and North America showing substantial growth [8]. Summary by Sections Travel Trends - The report notes that the travel search volume for the upcoming holiday is expected to exceed 20% year-on-year [8]. - Domestic flight bookings have increased by 26%, while international flight bookings have risen by 15% [8]. Hotel and Accommodation - High-quality hotel bookings have seen a year-on-year increase of 58% [8]. - The demand for premium hotels continues to grow, with over 20% increase in bookings compared to last year [8]. Outbound Travel - Outbound travel bookings have increased significantly, with a 30% rise in visa service bookings for the National Day holiday [8]. - Specific regions such as Europe and North America have seen booking increases of 80% and 207% respectively, while Asian destinations have experienced a 380% rise [8].
社会服务行业动态点评:国庆中秋出行热度或创新高,出境游预订量持续向好
East Money Securities·2025-09-18 11:56