【社服】春节假期旅游需求旺盛,呈量价齐升、结构优化特点——春节假期旅游市场点评(陈彦彤/聂博雅/汪航宇)
光大证券研究·2026-02-24 23:03

Core Viewpoint - The tourism market during the 2026 Spring Festival shows high prosperity, characterized by simultaneous increases in volume and price, along with structural optimization [4]. Group 1: Domestic Tourism Trends - The domestic tourism market remains robust, with record-high order volumes on the Fliggy platform, and a year-on-year increase of approximately 10% in per capita booking amounts [5]. - Traditional tourist destinations are performing well, with significant visitor increases at key sites such as Zhangjiajie and Qiyun Mountain, which saw revenue growths of 79% and 56% respectively [5]. - AI technology is enhancing the entire tourism process, leading to a dramatic increase in booking volumes for tickets and accommodations, with ticket bookings rising by 22 times [5]. Group 2: Cross-Border Tourism Dynamics - The cross-border tourism market is experiencing high growth in both outbound and inbound travel, with Southeast Asia being a key focus for outbound tourism [6][7]. - Inbound tourism is benefiting from visa-free policies and the appeal of Chinese culture, with significant increases in visitor numbers and spending, such as a 37.1% year-on-year increase in inbound visitors to Beijing [7]. - Popular outbound destinations include Bangkok and Hong Kong, with long-haul destinations like Milan seeing over 200% growth in hotel bookings [7].

【社服】春节假期旅游需求旺盛,呈量价齐升、结构优化特点——春节假期旅游市场点评(陈彦彤/聂博雅/汪航宇) - Reportify