Core Insights - The tourism and scenic spots industry in A-shares has shown robust growth, with 22 listed companies achieving a total revenue of 35.423 billion yuan in 2024, a year-on-year increase of 15.34%, and a net profit of 1.673 billion yuan, up 7.19% [1] - The interest of foreign tourists in Chinese culture and natural scenery is rapidly increasing, presenting new growth opportunities for listed companies in the tourism and scenic spots sector [1] Industry Performance - During the "May Day" holiday, tourism activity surged, with Shanxi province receiving 5.4033 million domestic tourists, a 20.36% increase year-on-year [2] - The tourism and scenic spots industry continued its growth trend in Q1 2025, with 23 listed companies reporting a total revenue of 7.342 billion yuan, a 3.45% increase year-on-year [2] - Eleven companies reported positive revenue growth in Q1 2025, with three companies (Tianfu Culture Tourism, Xiangyuan Culture Tourism, and Jiuhua Tourism) achieving revenue growth exceeding 30% [3] Company Developments - Tianfu Culture Tourism is focusing on expanding its cultural tourism business, leveraging its subsidiary Chengdu Cultural Tourism Development Co., and enhancing its core competitiveness through various projects [4] - The company plans to strengthen its film and television business and explore innovative development paths in the integration of culture and tourism [4] Incoming Tourism Growth - The inbound tourism market is experiencing a surge, with a 61% year-on-year increase in inbound tourists in 2024, reaching 131.9 million [6] - The "May Day" holiday saw a 173% year-on-year increase in inbound travel orders, indicating a strong recovery in the tourism sector [6] - Policies aimed at improving the inbound tourism experience are expected to enhance the attractiveness of inbound tourism and stimulate domestic demand [7]

Core Viewpoint - The tourism and scenic spots industry in China has shown robust growth in 2024, with significant increases in revenue and net profit, driven by rising domestic and international travel demand [1][4]. Group 1: Industry Performance - In 2024, 22 listed tourism and scenic companies achieved a total revenue of 35.423 billion yuan, a year-on-year increase of 15.34%, and a net profit of 1.673 billion yuan, up 7.19% [1]. - The first quarter of 2025 saw 23 listed tourism and scenic companies generate 7.342 billion yuan in revenue, reflecting a 3.45% year-on-year growth [4]. Group 2: Market Trends - There is a growing interest among foreign tourists in Chinese culture and natural scenery, which is expected to create more opportunities for listed tourism companies [1]. - The "May Day" holiday in 2025 is projected to reach peak travel activity since 2023, indicating a strong recovery in the tourism sector [4]. Group 3: Company-Specific Insights - Companies like Tianfu Culture Tourism and Xiangyuan Culture Tourism reported revenue growth exceeding 30% in the first quarter of 2025 [6]. - Tianfu Culture Tourism plans to enhance its core competitiveness by expanding its cultural tourism offerings and integrating film and tourism [7]. Group 4: Inbound Tourism Growth - The inbound tourism market is experiencing a surge, with a 61% increase in foreign visitors in 2024, recovering to over 90% of 2019 levels [9]. - The "May Day" holiday saw a 173% year-on-year increase in inbound travel orders, highlighting the sector's recovery [9]. Group 5: Policy Impact - Recent policy changes, including optimized tax refund measures for outbound tourists, are expected to enhance the inbound tourism experience and stimulate demand [10].

Core Insights - The "May Day" holiday has seen a significant increase in inbound tourism, driven by the 144-hour visa-free policy and shopping tax refunds [1] - Popular inbound travel destinations include Beijing, Guangzhou, Shanghai, Chengdu, Shenzhen, Chongqing, Kunming, Hangzhou, Xi'an, and Haikou [1] - Cities like Chengdu, Xiamen, Nanjing, Chongqing, and Haikou have experienced a doubling in inbound travel bookings [1]

Core Insights - Chengdu is experiencing a surge in inbound tourism, with a reported 173% year-on-year increase in inbound travel orders during the "May Day" holiday, making it a key destination for international visitors [3] - The city has enhanced its air travel network, with new direct flights to Malaysia, Spain, and the resumption of flights to France, contributing to the growth in inbound tourism [3] - Tourists are drawn to Chengdu's unique cultural experiences, such as interacting with giant pandas and enjoying local cuisine, which are widely shared on international social media platforms [3][6] Tourism Growth - Inbound tourism is benefiting from various facilitation measures, leading to a significant increase in visitor numbers [3] - Chengdu's Tianfu International Airport is expected to see around 90,000 inbound and outbound passengers during the "May Day" holiday [3] - The city ranks first in the central and western regions of China for outbound and inbound flight volumes [3] Visitor Experience - Tourists from Southeast Asia, particularly from visa-exempt countries, are increasingly visiting Chengdu, with a notable rise in demand for guides speaking Thai, Vietnamese, and Indonesian [6][7] - The shopping experience in Chengdu is highlighted as a major attraction, with popular shopping areas like Taikoo Li and Chunxi Road offering a wide range of brands [6] - Tour operators are tailoring itineraries to maximize sightseeing opportunities, reflecting the preferences of international visitors for quick and comprehensive tours [7]

"现在签证手续简化，入境通关很快，来四川旅游更方便了！"4月30日，来自法国的一位游客在成 都天府国际机场口岸签证办称赞道。 元 我国对多国实施单免、互免政策，进一步优化240小时过境免签政策，便利外国旅客顺畅通关。四 川持续优化外国人团体旅游签证流程，对因特殊原因需加急申办团体旅游签证的，实施应急响应机制， 24小时提供"绿色通道"加急办证服务。今年以来，已签发外国人团体旅游签证369团5217人次，在川平 均停留5.7天，创造旅游产值上亿元。 公安厅出入境管理局负责人表示，下一步将探索扩大240小时过境免签政策适用范围，与相关政府 部门加强合作，提供更多便利服务，让更多外国游客"想来、易来、乐游"四川。（郑悦 记者 唐子晴） ●今年以来，已签发外国人团体旅游签证369团5217人次，在川平均停留5.7天，创造旅游产值上亿 为提升入境游体验，省公安出入境管理部门在成都11个窗口推出"境外游客服务专窗"，提供多语种 咨询；在九寨沟、三星堆、峨眉山等热门景区设立外国人服务站，协助外籍游客办理住宿登记等事务； 开通"12367"服务热线，24小时提供多语种语音咨询服务；推出多语种电子服务指南，涵盖入境提醒、 签证 ...

在各类利好政策的助力下，外国人来华"中国游"和"中国购"正迎来又一波热潮。在离境退税服务的带动 下，我国入境游客流体量持续扩大，"五一"入境游订单量同比增长173%。上海作为入境游热门目的地 之一，在"五一"期间进一步优化离境退税消费环境，让境外旅客享受到更便捷的服务。(央视财经) ...

央视网消息：五一临近，湖南张家界入境游热度飙升。凭借独一无二的石英砂岩峰林奇观，以及多元化的旅游体验，吸引了大批海外游 客。 乘坐观光缆车穿梭于峡谷峰林，海拔千米的张家界国家森林公园黄石寨景区内，鸽子花、高山杜鹃、樱花竞相绽放，云雾在山间翻涌，宛 若一片花海，外国游客纷纷驻足拍照留念。 世界最高户外电梯——百龙天梯垂直高差 335 米，68 秒直达山顶。轿厢飞速上升间，形态各异的石英砂岩峰林尽收眼底，引得游客们惊 叹连连。夜幕降临，民俗大戏精彩上演，演员身着绚丽民族服饰，演绎非遗技艺与歌舞杂技，多语种解说让外国游客深度领略中国文化魅力。 在张家界文化旅游创意产业园，土家织锦、军声砂石画等非遗文创备受青睐，外国游客亲手体验织锦技艺，一针一线感受土家文化魅力。 为提升境外游客体验，张家界开通旅游专线，实现市区与景区无缝接驳，景区内配有多语种自动售票机。 今年以来、截至4月27日，张家界全市景区共接待入境游客达69万人次，同比增长43%。 山西晋中：乔家大院特色民俗迎客来 最近，山西晋中祁县的乔家大院文化园区也做好了迎接客流高峰的准备，他们将大院特色民俗和非遗文化相结合，为游客带来独特的旅游 体验。 在山西祁县的乔 ...

各个省份吸引更多外国游客，还可以如何发力？ 0:00 "五一"假期即将到来，相关旅游平台数据显示，"五一"假期入境游订单量已经同比增长了173%。近 期，六部门发布优化离境退税政策，一系列措施为持续扩大入境游的规模，能发挥怎样的作用？入境 游，不管在文旅，还是在消费市场，又如何成为一个新的增长点？《新闻1+1》连线中国旅游研究院副 院长马仪亮，一起带来解读分析。 0:00 未来吸引更多外国游客，哪些服务还需要继续提速和提升？ 0:00 中国旅游研究院副院长 马仪亮：1.品质服务的下沉。中国地域比较广阔，不同的省和地区，自然风貌、 风土人情都会有很大差异，每一个地方目标的客源优势、客源市场都会有差异。在这个过程中，很多入 境游客会越来越下沉到一些中小型的城市或者目的地，所以相关服务工作还要进一步下沉到中小城市。 2.跨部门、跨行业之间，跨区域之间服务的联动。比如外国游客来了之后，可能去的地方会有几个城 市，相关线路要配套起来。另外，比如一些支付手段，有的地方会做放心付，有的地方会做数字人民 币"硬钱包"，有的地方也在推预付卡，从中选择一两个效果比较好的，在全国先铺开，然后通过相关的 政策，打通一些技术手段。 中 ...

同花顺（300033）数据显示，截至4月29日，有22家旅游及景区上市公司发布了2024年年报。其中，8家 公司出现亏损。从净利润变动情况看，10家公司同比有所上涨，其他公司则有不同程度的下滑。 综合上述公司的年报信息来看，传统旅游业务面临转型升级、新项目发展不及预期等，是部分企业去年 业绩欠佳的原因。 具体来看，云南旅游（002059）股份有限公司的年报显示，公司传统旅游业务受客单消费下降影响，旅 游文化科技板块新项目拓展不及预期，收入较同期有所下降；公司报告期内对部分存在减值迹象资产进 行评估，计提资产减值，资产减值损失较同期增加；报告期内参股企业项目确认投资收益较上年同期减 亏。 桂林旅游（000978）股份有限公司(以下简称"桂林旅游")的年报显示，随着旅游需求的不断增长，旅游 市场有望继续保持稳健发展态势。国际旅游方面，随着中国免签政策的不断放宽，入境旅游市场将迎来 良好的发展态势。 4月29日，桂林旅游召开业绩说明会，董事长陈靖在回答《证券日报》记者提问时表示，公司注重文旅 融合，深挖文化底蕴，打磨核心产品，完善基础设施，提升服务质量，创新旅游体验，吸引更多的境外 游客到桂林的景区、景点观光、旅游 ...

2025年的第一批"闯中人"已经准备好了。 中国旅游的文旅部数据显示，2025年五一期间入境游订单量同比激增173%，收入有望突破1000亿美元，恢复至2019年水平。有网友调侃："在 外滩逛了五分钟，耳边飘过的外语比普通话还多。" 这可能要归结于两次有效曝光。一是，关税战下的TikTop直播，简单粗暴地"暴露了"中国网购的成熟和美好，点燃了海外游客的闯中心。 二是前不久，火遍全球的网红"甲亢哥"来到中国，首站来到了上海。当他开直播走遍大街小巷，全球网友看到了一个跟印象中完全不同的中国：现代、繁 华、友好。 随着"甲亢哥"陆续去往北京、成都、重庆等城市开直播，向全球展示中国城市的魅力，许多国外网友的固有认知被不断颠覆。"甲亢哥"的视频评论区涌现 大量留言："被西方媒体骗了20年""这才是真正的中国"。上海的外滩、河南的少林寺......成为吸引外国游客的"打卡圣地"。 这些火爆数据的背后，是便利通道和文化输出的双重推力在发挥作用。随着大量海外游客的入境，国内的消费市场也在发生变化。今年五一，注定是一场 商业与文化蓬勃生长的热烈假期。 入境游如何火爆？ 旅游热门城市，正在被海外游客"刮分"。 有人调侃，韩国遍地 ...