Summary of Key Points Group 1: Airport Operations and Passenger Traffic - During the upcoming "May Day" holiday from May 1 to May 5, Daxing Airport is expected to operate 4,687 flights, averaging about 937 flights per day, with a total of 714,000 passengers, averaging approximately 142,000 passengers per day. This represents a year-on-year increase of 5.7% in flight volume and 8.1% in passenger volume, potentially setting a new record for the same period since the airport's opening [1] - The airport anticipates 87,000 inbound and outbound passengers during the holiday, averaging 17,400 passengers per day, which is a 13.8% increase compared to the daily passenger volume in April 2025 [1] - The peak travel day is expected to be May 1, with an estimated 989 flights and 156,000 passengers, while the return peak is projected for May 5, with 988 flights and 158,000 passengers [1] Group 2: Airline Operations and Services - China Southern Airlines plans to increase the capacity of wide-body aircraft on popular routes from Beijing Daxing to Guilin, Xiamen, Chongqing, and Chengdu, and will introduce a "Pets in Cabin" service [2] - China Eastern Airlines will replace narrow-body aircraft with wide-body aircraft on routes from Daxing to Guangzhou, Shenzhen, and Kunming, reducing the check-in cut-off time from 40 minutes to 35 minutes before departure [2] - China United Airlines is focusing on routes to Zhuzhou, Beihai, Jiuhua Mountain, and Huaihua, offering a "Worry-Free Luggage" check-in service for fragile items [2] Group 3: Transportation and Connectivity - On April 30 and May 1, the Daxing Airport Express subway line will extend its operating hours until 00:30 the next day, and on May 5, it will operate until 01:00 [2] - The 19th subway line will also extend its hours in line with the airport express schedule during the specified dates [2] - Airport buses will operate on a "full bus, immediate departure" basis, with two additional departures from Beijing Station to Daxing Airport at 6:45 and 7:15 [2]

2025.04. 28 导读 ： 离境退税政策再优化；五一旅游市场热度持续攀升；解锁【第一财经智享会员】实时解读市场动态，把握投资先机。 1、政策加码优化离境退税流程，免税产业链各环节有望直接受益 近日，商务部等6部门发布《关于进一步优化离境退税政策扩大入境消费的通知》。从推动离境退税商店增量扩容、丰富离境退税商品供给、提升离境退税 服务水平三方面提出8条具体措施。 通知提出，下调离境退税起退点。境外旅客同日同店购买退税物品金额达到2 0 0元人民币，且符合其他相关规定的，可以申请办理离境退税；优化离境退税 支付服务，将现金退税限额上调至2 0 0 0 0元人民币。 【第一财经智享会员专属】 【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【精选快读】 1、 政策加码优化离境退税流程，免税产业链各环节有望直接受益 2、五一旅游市场热度持续攀升，消费板块配置吸引力提升 商务部副部长盛秋平2 7日在国新办新闻发布会上表示，进一步优化离境退税政策，有利于推动离境退税销售额继续快速增长，为提振消费注入新动力、拓 展新空间。下一步，商务部将积极会同相关部门加快推进政策落实落地，不断提高离境退税服务质量和水平，让 ...

Group 1 - The tourism market is experiencing a significant increase in activity as the "May Day" holiday approaches, with online hotel and flight searches rising sharply, indicating a peak in bookings [1][2] - Domestic travel bookings for the "May Day" holiday have more than doubled compared to the same period last year, with self-driving tours, free travel, and group tours showing particularly high growth [1] - The "May Day" holiday is characterized by three main trends: rapid growth in long-distance travel, a two-way increase in cross-border travel, and a resurgence in county-level tourism, contributing to structural growth in the tourism market [1][3] Group 2 - Ctrip's report indicates that the holiday travel consumption is marked by explosive growth in long-distance travel and a significant increase in inbound travel orders, which surged by 173% year-on-year [1][3] - The proportion of cross-city accommodation orders has exceeded 80%, with deep travel users planning to stay for two days or more expected to reach 20% [3] - Popular domestic destinations include traditional cities like Beijing and Shanghai, while emerging destinations such as Taiyuan and Yining are also seeing significant growth in hotel bookings [3][4] Group 3 - The overall transaction volume (GMV) for travel services has increased by approximately 65% year-on-year, with product diversity growing by 55.25% [3] - The "May Day" holiday is expected to reach a historical peak in travel heat, with the travel peak anticipated to occur in the first two days of the holiday [4] - The Ministry of Commerce and other departments have announced policies to optimize the outbound tax refund system, which is expected to boost inbound tourism and shopping [4][5] Group 4 - Companies like Ctrip are expected to benefit from the growing demand for travel, as high-level consumption continues to expand [6] - Huazhu Group's adjusted EBITDA for Q4 2024 is projected to grow by 10%, with an upward revision of EBITDA forecasts for 2025-2026 [6] - China Duty Free Group is expected to see revenue growth driven by the recovery of port traffic and operational optimizations, with new store policies creating growth opportunities [6]

央广网北京4月27日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，各地围绕五一假 期推出一系列促消费举措，多元化文旅消费场景为假日经济注入新动能。 随着气温回升，"夜游"热度也持续攀升。假期里，安徽马鞍山长江不夜城街区每天将举行百场各具 特色的表演，并将营业时间延长至晚上10点半。 长江不夜城品牌负责人张俊：假期每天都安排了精致的国潮演艺，从打铁花、火壶等传统技艺到浪 漫桃花林、花灯秀，让游客沉浸式体验浪漫梦幻的光影之旅。 这个假期，众多特色活动将在新疆乌鲁木齐举行。乌鲁木齐市沙依巴克区的"五一"嘉年华、米东区 的沉浸夜游体验、国际大巴扎的多民族歌舞表演全方位满足公众的假期需求。经过改造的乌鲁木齐市天 山明月城景区也将于五一假期升级亮相。 景区运营负责人张磊：我们将从天山明月城的武侠小镇至丝路有戏全长将近500米的区域布置多组 武侠花灯，举办大型的群众互动性武林英雄会。 五一假期，天津市组织策划300余项文旅活动，重点推出八大主题80项重点活动。围绕海河沿线和 两岸地标性景点和建筑物，融合文旅商资源，打造海河观光带。 游客杨翠翠：在游船上听相声会是特别不一样的体验，站在甲板上看着两边的彩虹霓虹灯光， ...

近日，多家在线旅行平台数据显示， 今年"五一"假期旅游消费呈现长线游、县域游增长的特 征 。跨市住宿订单占比突破80%，县域市场高星级酒店消费反超高线城市，入境游订单同比 激增173%，开启"假日经济新玩法"。 平台预测，今年"五一"假期出行高峰预计出现在假期前两日。"五一"假期市场将呈现本异地市 场供需两旺，品质休闲度假趋势走强的特征。 同程研究院认为，从供给侧来看，小城目的地通过"微度假综合体+非遗活化"模式完成配套升 级，而需求侧消费者以"错峰避堵、深度体验"重构出行决策模型。在"供需双侧共振"带动下， 今年"五一"期间，旅游下沉化趋势更加明显，四线及以下城市消费升级趋势明显，市场旅游热 度同比增长25%，增速高出高线城市11个百分点。 同程数据显示，在"去景区化"趋势推动下，旅游目的地形成"传统目的地迭代+新兴网红地崛 起"的双轮驱动格局：大理、景德镇、丽江、秦皇岛、伊犁等传统文旅城市保持虹吸效应，博 尔塔拉、忻州、普洱、安顺、孝感等新兴"黑马"目的地搜索热度同比增幅均超50%。 "五一"旅游市场升温 携程数据显示，近一周境内酒店搜索热度环比增长100%，机票搜索热度环比上升80%。截至 目前，"五一 ...

Group 1: Market Trends - The "May Day" holiday travel market is experiencing a significant pre-booking surge, with expectations for record-breaking heat in 2025 [7][11] - Popular travel routes are facing ticket purchasing difficulties comparable to the Spring Festival, indicating high demand [2][12] - Domestic and international flight bookings are expected to peak, with price increases anticipated for popular routes [3][12] Group 2: Company Performance - Companies in the tourism sector, such as Jinling Hotel and Junting Hotel, have seen stock prices surge, reflecting positive market sentiment [1] - Travel agencies like Zhongxin Tourism report a 65% year-on-year increase in gross merchandise volume (GMV) for "May Day" bookings [7] - Tuniu's booking data shows over a 100% increase in domestic travel bookings compared to the previous year, highlighting strong consumer interest [11] Group 3: Consumer Behavior - Travelers are increasingly opting for early planning and booking, with a notable preference for long-distance domestic and short-distance international trips [11][12] - There is a trend towards booking flexible travel options, such as hotels with free cancellation policies, to adapt to changing travel plans [6] - The demand for less popular destinations is rising, with significant price advantages for flights to these areas [6]

Core Insights - The latest report from Tongcheng Travel predicts that the tourism market during the "May Day" holiday in 2025 is expected to reach a new high compared to the same period in 2023, indicating a sustained benefit from the holiday economy [1] Group 1: Market Trends - The primary driver of tourism demand is the user base from non-first-tier cities, highlighting a shift in consumer behavior [1] - There is a significant trend towards quality leisure vacations, as evidenced by the higher booking rates for high-star hotels compared to budget hotels, indicating signs of consumption upgrading [1] Group 2: Travel Patterns - Tourist itineraries are expanding from domestic hotspots like Beijing, Chengdu, and Shanghai to overseas destinations such as Japan, South Korea, and Southeast Asia [1] - The overall market is expected to show a robust supply and demand dynamic, with travel peaks concentrated in the two days leading up to the holiday [1]