国泰海通｜批零社服：2026旅游市场强劲开局，行业前景可期——元旦假期数据点评

Group 1 - The core viewpoint of the article highlights a strong start for the tourism market in 2026, with significant increases in domestic travel and duty-free shopping during the New Year holiday [1][2]. Group 2 - During the 2026 New Year holiday, domestic travel reached 142 million trips, a 5.19% increase compared to 2024, with total spending of 84.789 billion yuan, up 6.35% [1]. - The average spending per person was 597.1 yuan, reflecting a 1.1% increase from 2024 [1]. - Duty-free shopping in Hainan saw remarkable growth, with sales of 307,000 items from January 1 to 2, 2026, marking a 48.3% year-on-year increase, and total shopping amounts reaching 505 million yuan, up 121.5% [1]. - On January 2, 2026, sales continued to rise, with 159,000 items sold, a 70.6% increase, and shopping amounts of 254 million yuan, up 156.6% [1]. Group 3 - The total cross-regional movement of people in the society was estimated at 590 million trips from January 1 to 3, 2026, a 19.5% increase year-on-year [2]. - Railway passenger volume was projected at 48.223 million trips, a 53.1% increase, while road travel was expected to reach 540 million trips, up 15.5% [2]. - Waterway passenger volume was estimated at 2.29 million trips, a 35.3% increase, and civil aviation passenger volume was projected at 5.881 million trips, up 10.49% [2].