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读研报 | “流动的中国”,五一出行有何新亮点?
中泰证券资管· 2025-05-06 09:31
Core Insights - The travel data during the May Day holiday indicates a significant increase in long-distance travel willingness, with an average travel duration of 5.2 days, reflecting a 15% year-on-year increase [2][3] - There is a notable rise in travel demand in smaller cities, with high-end hotel bookings in county-level areas increasing over 80% compared to last year, indicating a trend of consumption upgrading [6][7] - Both inbound and outbound tourism are experiencing growth, with a 27% year-on-year increase in daily outbound travelers during the holiday, and a 173% increase in inbound travel orders [9][10] Group 1: Long-Distance Travel - The willingness for long-distance travel has surged, with data showing a daily average of 2.93 billion people traveling during the holiday, an 8% increase from the previous year [2] - The average travel duration for domestic trips has extended to 5.2 days, indicating a shift towards deeper travel experiences [3] Group 2: Small City Consumption - High-end hotel bookings in county-level areas have seen an increase of over 80%, showcasing a trend of consumption upgrading among residents in smaller cities [6] - The travel heat in smaller cities is reflected in the 25% year-on-year growth in tourism market activity, outpacing larger cities by 11 percentage points [6] Group 3: Inbound and Outbound Tourism - The daily average of outbound travelers is projected to reach 2.15 million, marking a 27% increase compared to last year [9] - Inbound tourism has also seen a significant rise, with a 173% increase in orders for inbound travel during the holiday period [10]
“五一”出入境旅游火爆 微信:出境支付交易笔数同比增长37%
Guang Zhou Ri Bao· 2025-05-05 11:58
Group 1: Consumer Trends During the Holiday - The "May Day" holiday saw a significant boost in domestic consumption, with WeChat Pay transaction volume increasing by over 10% year-on-year [1][11] - High-speed rail travel, public transport, and dining emerged as the leading sectors for holiday spending, with cities like Guangzhou, Beijing, and Shanghai ranking as the top three in consumption heat [1][11] - The trend of "dual-direction travel" was notable, with outbound travel transactions via WeChat Pay increasing by 37% year-on-year, while inbound tourism also saw a nearly twofold increase in transaction volume and amount from foreign users [1][12] Group 2: E-commerce and Gift-Giving Trends - WeChat Mini Store orders grew by 62% year-on-year during the holiday, indicating a strong trend in gift-giving, particularly in categories like jewelry [11][4] - Orders for accessories such as bracelets and anklets surged by over 160% compared to the previous month, highlighting a shift in consumer behavior towards gifting [5][11] - The consumption of scenic tickets, travel accommodations, and transportation tickets remained robust, with WeChat Pay transactions for railway tickets increasing by 10.5% year-on-year [7][11] Group 3: Outbound Tourism and Regional Insights - The report highlighted a significant increase in WeChat Mini Program visits from Malaysia, which grew by 200%, reflecting the impact of visa-free policies and digital tools [12][13] - Other popular outbound destinations like Vietnam, Singapore, Japan, and Saudi Arabia also saw over 80% growth in Mini Program visits, indicating a strong recovery in international travel [13] - In Hong Kong, WeChat Pay transactions for taxis increased by 643% year-on-year during the holiday, showcasing the growing acceptance of digital payment methods among tourists [15]
五一假期南京空港口岸迎来出入境客流高峰
Yang Zi Wan Bao Wang· 2025-05-01 06:10
Core Insights - The peak travel period during the May Day holiday is driven by increased outbound tourism from Chinese citizens, the expansion of international flight routes, and new visa-free entry policies for Chinese travelers in multiple countries [1][3] Group 1: Travel Volume and Trends - During the May Day holiday, Nanjing's border inspection station expects to process over 51,000 travelers and 280 flights, representing year-on-year increases of 13.3% and 3.7% respectively [1] - Since the beginning of the year, the Nanjing border inspection station has processed 890,600 travelers, including 107,100 foreign travelers, with year-on-year growth rates of 7.25%, 17.35%, and 8.73% for total travelers, foreign travelers, and flights respectively [3] Group 2: Popular Destinations and Traveler Demographics - Over 70% of outbound travelers during the holiday are traveling for tourism, with popular destinations including Japan, South Korea, Thailand, and Hong Kong [3] - The peak outbound travel times are forecasted to be from 6:00 to 7:30, 12:00 to 14:00, and 18:00 to 20:00, while inbound peak times are expected from 13:00 to 16:30 and 20:00 to 22:00 [3] Group 3: Service Enhancements - The Nanjing border inspection station has implemented various measures to improve service efficiency, including dedicated channels for Chinese citizens, optimized queue management, and increased staffing to ensure safe and efficient processing of travelers [3] Group 4: Flight Connectivity - Nanjing airport currently operates over 20 international passenger routes, including intercontinental flights to Sydney, Melbourne, and Milan, as well as numerous Asian routes to countries such as Japan, South Korea, and Thailand [4]
透过数据看“流动”中的“五一”假期活力四射 “ChinaTravel”涌热潮
Yang Shi Wang· 2025-04-28 08:52
Core Insights - The National Immigration Administration predicts an average of 2.15 million people will enter and exit the country daily during the "May Day" holiday, representing a 27% increase compared to the same period last year [1] Group 1: Beijing Port Insights - As of this year, the number of people entering and exiting through Beijing port has surpassed 6 million, showing a year-on-year growth of 22% [2] - On April 14, the number of foreign entrants at Beijing port reached 13,700, nearing the levels of the same period in 2019, marking the highest single-day entry of foreign individuals this year [4] - During the "May Day" holiday, it is expected that the Beijing port will see 310,000 people entering and exiting, with the Capital Airport accounting for 225,000 and Daxing Airport for 87,000 [6] Group 2: Shenzhen Port Insights - The "May Day" holiday is expected to see a significant increase in cross-border traffic at land ports adjacent to Hong Kong and Macau, with daily entries at Luohu and Futian ports projected to reach 250,000 and 220,000 respectively [7] - The total daily entry and exit at Shenzhen ports is expected to reach 930,000, with peak daily traffic likely to exceed 1 million [7][9] - To ensure smooth passage during the holiday, Shenzhen border inspection authorities are optimizing personnel deployment and enhancing facilities to improve efficiency [11] Group 3: Yunnan and Guangxi Port Insights - Yunnan's Mohan port has already surpassed 1 million entries and exits this year, setting a record for the fastest to reach this milestone since its establishment [12] - During the "May Day" holiday, Yunnan ports are expected to handle 450,000 travelers, reflecting a 10% year-on-year increase [12] - In Guangxi, ports are also anticipating a surge in short-distance cross-border travel, with expected entries and exits nearing 200,000 during the holiday [14][16]