今年的国庆消费,很不一样
虎嗅APP·2025-10-12 03:02

Core Viewpoint - The article discusses the contrasting experiences of tourism during the recent holiday period, highlighting a significant increase in travel numbers but a decline in per capita spending, indicating a shift in consumer behavior towards local tourism and budget-consciousness [12][14][46]. Group 1: Travel Data and Trends - During the holiday from October 1 to October 8, the total cross-regional movement of people reached approximately 2.432 billion, averaging 304 million per day, a year-on-year increase of 6.2% [12]. - The actual number of domestic travelers during the 8-day holiday was 888 million, an increase of 123 million compared to the previous year's 7-day holiday [14]. - The majority of travel was local, with 2.24 billion people traveling by road, indicating that many travelers were either visiting local attractions or returning home rather than traveling long distances [20][22]. Group 2: Consumer Spending Patterns - Total spending on domestic travel during the holiday was approximately 809 billion, an increase of 108.2 billion from the previous year [27]. - Per capita daily spending was 113.9 yuan, a decline of 13% year-on-year, and only 95.9% of the level seen in 2019 [28]. - The average daily expenditure suggests that many travelers spent significantly less, with some spending as little as 28 yuan on additional expenses after basic costs [30][32]. Group 3: Shift in Tourist Demographics - The increase in local tourism is attributed to a rise in local visitors, while the number of out-of-town tourists has decreased, leading to a bustling atmosphere in popular attractions primarily due to local visitors [23][68]. - The trend of camping and outdoor activities has surged, with tent rental orders increasing by 410% year-on-year, reflecting a shift towards more budget-friendly travel options [39]. Group 4: Impact on the Tourism Industry - The tourism industry is experiencing a decline in profitability despite an increase in visitor numbers, as evidenced by the poor performance of several hospitality and restaurant stocks during the holiday period [48]. - The article highlights that the overall consumer sentiment among the middle class has decreased, leading to a more frugal approach to spending on travel and leisure activities [60][71].