Core Insights - The winter travel demand in China's civil aviation sector is experiencing a significant increase, particularly due to the "snow holidays" announced in various regions, leading to a surge in flight bookings [1] Group 1: Flight Booking Trends - Flight bookings from Urumqi and Altay have seen substantial growth during the "snow holiday" period, with Urumqi's bookings increasing by 45% compared to the previous period and Altay's by 48% [1] - Popular destinations from Urumqi during the "snow holiday" include Sanya, Guangzhou, and Beijing, with ticket bookings to these locations more than doubling year-on-year [1] Group 2: Tourism and Attractions - The total ticket bookings for scenic spots in Xinjiang have increased by 16% during the "snow holiday," with top attractions including Sayram Lake, Hemu Scenic Area, and Kanas Scenic Area [1] - Policies such as free ski tickets for university students in Jilin and various discounts in Inner Mongolia and Xinjiang are driving tourism growth in these regions [1] Group 3: Hotel Booking Trends - Hotel bookings in popular ice and snow tourism destinations are also booming, with hotel reservations in Bortala, Xinjiang, increasing by over 80% year-on-year from November to January [3] - Other regions such as Dandong in Liaoning, Liao Yuan in Jilin, and Yichun in Heilongjiang have also seen significant hotel booking increases, with growth rates reaching 30% [3]

去哪儿大数据研究院研究员 石珂："雪假"期间，新疆景区的门票预订总量环比增长16%，最热门的景点包括赛里木湖、禾木风景区、喀纳斯景区 等。同时，吉林对大学生实行滑雪免票政策。内蒙古、新疆等地也在陆续加码优惠。政策带动下，今年东北和新疆的多个城市旅游热度持续走 高，冰雪游目的地更加多元。 今年冬季，除了滑雪场外，冰川、雪山类景区也成为冰雪游的热门目的地。亚拉雪山、卡若拉冰川、梅里雪山等景区的门票预订量，同比都翻倍 增长。 （央视财经《正点财经》）今年民航出行热度持续，尤其是进入冬季，多地中小学生相继迎来的"雪假"也让这个冬季出游热度高涨。 近期，随着乌鲁木齐、阿勒泰、吉林等多个省市相继宣布"雪假"时间，机票预订量持续上涨。在线旅游预订平台数据显示，11月29日至12月7日"雪 假"期间，从乌鲁木齐和阿勒泰出发的机票预订量都显著增长。其中，从乌鲁木齐出发的机票预订量环比11月15日至23日增长45%，而从阿勒泰出 发的机票预订量环比增长48%。尤其飞往南方温暖城市的航线更受欢迎。 以乌鲁木齐为例，"雪假"期间，游客的热门目的地包括三亚、广州、北京等地。其中从乌鲁木齐到三亚、广州、北京、西双版纳等地的机票预订 量， ...

Group 1 - The New Year's holiday in 2026 is expected to boost tourism demand, with young users seeking unique and meaningful ways to celebrate the New Year, such as fireworks and countdown events [1] - Major theme parks are planning special New Year's fireworks shows, making them the preferred choice for users during the holiday. The top 10 attractions for the New Year's holiday include Beijing Universal Resort, Zhuhai Chimelong Ocean Kingdom, Harbin Ice and Snow World, and Laojun Mountain Scenic Area, with theme parks occupying four spots [1] - Shanghai Disneyland ranks high on the attraction list due to its "Light Up the New Year" castle show and fireworks display [1] Group 2 - There is a significant increase in demand for New Year's blessings at temples, with Suzhou Hanshan Temple, Hangzhou Lingyin Temple, and Shanghai Longhua Temple gaining over 80% attention compared to previous periods [1] - "Ice and snow tourism" is becoming mainstream, with rising ticket bookings for popular destinations like Harbin, Changbai Mountain, and Altay, leading to a surge in flight prices. For example, flights from Shanghai to Harbin increased from below 500 yuan to over 1200 yuan, more than doubling in price [1] - Large indoor ski resorts have become a priority for some users during the holiday, with Shanghai Yao Snow World, Shenzhen Huafa Ice and Snow Miracle, and Suzhou Taicang Alps Snow World leading in booking popularity [2]

Core Insights - The travel demand for the New Year's holiday in 2026 is expected to surge, with a 30% increase in bookings compared to the same period last year, driven by a significant rise in search interest for "New Year" and "cross-year" keywords, which increased over 280% in the past month [1] Group 1: Travel Trends - The report highlights two main travel trends: "ice and snow tourism" and "winter escape tourism," with users opting for short trips within 100-300 kilometers or extending their holidays for overseas travel [1] - Young users are increasingly focused on creating memorable experiences for New Year's Eve, with activities such as fireworks displays and concerts gaining popularity [2][3] Group 2: Popular Destinations - Theme parks are favored for New Year's celebrations, with top destinations including Beijing Universal Resort and Shanghai Disneyland, which features a special fireworks show [2] - There is a notable increase in flight bookings to popular ice and snow destinations like Harbin and Changchun, with ticket prices rising significantly as demand increases [4] Group 3: Accommodation Preferences - Users are showing a preference for hotels equipped with high-definition projection facilities for New Year's Eve celebrations, leading to a significant rise in bookings for specific room types [3] - In Sanya, hotel bookings are notably increasing, particularly for mid to high-end hotels, indicating a willingness to pay for quality accommodations with sea views and amenities [7] Group 4: International Travel - The "please 3 days off for 8 days" strategy is encouraging users to travel abroad, with a 30% increase in bookings for international travel products compared to previous years [8] - The introduction of visa-free policies for countries like Russia is expected to further stimulate outbound travel demand, with a 60% increase in flight bookings to Moscow [9]

数据亮眼：圣彼得堡航线猛增3.6倍，多个国内出发城市搜索量增速超10倍 | 14:08 all at (3) | | | | | 14:12 | | | | | all and 31 14:11 | | | | | | | .. Il (32) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 国 < 上海-莫斯科 · 广州-圣彼得堡 · | | | | তি | < | | | | 图 | - 0 | < | | 哈尔滨-莫斯科 · | | | િ | . 国 | | 收藏泉 行程定制 | | | | | | | | | | 收藏失 行程度制 | | | | | | | 收藏贝 行程定制 | | 四 NA E- 25 | | NE | 1874 | | | 이번 | | 10 11 | 11.0 | 25 | | 48 | 09 02-10 | | NE 11 | 111,000 | 更多 | | 28 政區 8 (2278 176 ...

Group 1 - The Russian government has officially implemented a visa-free policy for Chinese citizens, allowing them to travel to Russia for tourism and business purposes until September 14, 2026, with a maximum stay of 30 days [1] - Following the announcement, there was a significant surge in flight searches to Russia, with cities like Beijing, Shanghai, and Guangzhou showing the highest interest. For instance, the search volume for flights from Hangzhou to St. Petersburg increased by 3.6 times [1] - Year-on-year growth in flight searches from various Chinese cities to St. Petersburg and Moscow was notable, with cities like Urumqi and Qingdao experiencing increases of 16 times and 15 times, respectively [1] Group 2 - The tourism company, Zhongxin Travel, plans to enhance its offerings in Russia, focusing on unique experiences such as aurora viewing and winter sports, which are expected to attract a broader demographic of Chinese tourists [2] - Online travel service provider Tongcheng Travel reported a continuous rise in flight searches to Russia, with hotel bookings for Russian destinations increasing by over 40% year-on-year [2] - The visa-free policy is anticipated to boost inbound and outbound tourism at border ports like Heilongjiang, with a significant increase in travel experiences available to Chinese tourists in Russia [3]

Group 1 - The core point of the article is the implementation of a temporary visa-free policy for Chinese citizens traveling to Russia, effective from December 1, 2023, until September 14, 2026, which is expected to significantly boost tourism from China to Russia [1][5]. - Following the announcement, there was a notable increase in flight searches and hotel bookings for Russia, with a reported over 40% year-on-year increase in hotel reservations [1][2]. - The price of flights to Russia has become more affordable, with tickets from Beijing to Moscow starting at 1435 RMB and from Guangzhou at 1792 RMB, indicating a competitive travel market [1][2]. Group 2 - Popular destinations for Chinese tourists in Russia include Moscow, Saint Petersburg, and Murmansk, with search volumes for flights from cities like Urumqi and Qingdao increasing dramatically, by 16 times and 15 times respectively [2][5]. - The visa-free policy coincides with the peak season for outbound winter tourism, suggesting that travel to Russia could reach new highs during key holidays like New Year's and Spring Festival [5][6]. - The tourism market is expected to diversify, with companies planning to develop specialized travel packages focusing on unique experiences such as the Northern Lights and military tourism, enhancing Russia's appeal to a broader range of Chinese tourists [6].

Market Overview - A-shares opened positively on the first trading day of December, with the Shanghai Composite Index returning above 3900 points and the ChiNext Index rising over 1% [1] - The Shanghai Composite Index closed at 3914.01 points, up 0.65%, while the Shenzhen Component Index rose 1.25% to 13146.72 points, and the ChiNext Index increased by 1.31% to 3092.50 points [2] Semiconductor Sector - The semiconductor sector saw a strong afternoon rally, with notable stocks like Beijing Junzheng (300223) hitting a 20% limit up, and other companies such as Hongguang Technology and Broadcom Integration also performing well [3][4] - The semiconductor industry is driven by strong demand for AI computing power, with a focus on AI chips, advanced packaging, and domestic semiconductor equipment [5] - Factors contributing to this growth include capital expenditure expansion by global cloud vendors, accelerated demand for inference computing power, and domestic policy support for technological independence [5] AI Glasses Market - The AI glasses concept experienced a significant surge, with stocks like Guanghetong and Beilong Precision reaching their daily limit up of 20% [6][7] - The global smart glasses market is projected to see a shipment of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2%, with expectations to exceed 40 million units by 2029 [8] - Major companies are launching AI glasses, with XREAL and Google collaborating on AR glasses, and other firms like Ideal Auto and Alibaba also entering the market [8] Ice and Snow Tourism - The ice and snow tourism concept saw a collective rise, with stocks like Jingxue Energy and Ice Mountain hitting their daily limit up [9] - The upcoming 12th National Ice and Snow Season in December is expected to boost tourism, with a reported 40% increase in flight bookings to popular destinations [11] - The development of the ice and snow industry is anticipated to become a significant growth point for domestic consumption, driven by events like the Winter Olympics and the Asian Winter Games [11]

Market Overview - On the first trading day of December, A-shares experienced a positive start, with the Shanghai Composite Index returning above 3900 points and the ChiNext Index rising over 1% [1] - The Shanghai Composite Index closed at 3914.01 points, up 0.65%, while the Shenzhen Component Index rose 1.25% to 13146.72 points, and the ChiNext Index increased by 1.31% to 3092.50 points [2] Semiconductor Sector - The semiconductor sector saw a strong afternoon rally, with notable gains in stocks such as Beijing Junzheng, which hit a 20% limit up, and other companies like Hongguang Technology and Broadcom Integration also performing well [6][7] - The semiconductor industry is currently driven by strong demand for AI computing power, with a focus on AI chips, advanced packaging, and domestic semiconductor equipment [6][8] - Institutions predict that by 2026, AI computing demand will continue to thrive, with the semiconductor cycle expected to rise, and storage devices potentially entering a super cycle [8] AI Glasses - The AI glasses concept saw a collective surge, with companies like Guanghe Tong and Beilong Precision hitting the 20% limit up [10][11] - The global smart glasses market is projected to reach 4.065 million units shipped in the first half of 2025, representing a year-on-year growth of 64.2%, with expectations for the market to exceed 40 million units by 2029 [12] - Major companies, including XREAL and Google, are launching new AR glasses, indicating a growing interest and investment in the AI glasses sector [12] Ice and Snow Tourism - The ice and snow tourism concept experienced a significant rise, with stocks like Jingxue Energy and Ice Mountain reaching their limit up [14] - The upcoming 12th National Ice and Snow Season in December is expected to boost tourism, with a reported 40% increase in flight bookings to popular ice destinations since November [16] - The ice and snow economy is anticipated to become a significant growth point for domestic consumption in China, driven by events like the Winter Olympics and the Asian Winter Games [16]

Core Insights - The annual ice and snow tourism season has officially begun as temperatures drop below zero across many regions in China, leading to increased hotel bookings and diverse winter activities [1][2] Group 1: Ice and Snow Tourism Trends - Ice and snow tourism has become a hot travel trend, with platforms like Tongcheng Travel reporting that ice sports and cultural tourism remain major consumer hotspots [1] - Popular destinations include ski resorts and ice-themed amusement parks, which are expected to continue attracting significant visitor traffic [1][2] Group 2: Hotel and Booking Trends - Ski resorts have opened earlier this season, leading to a 50-70% increase in hotel bookings in the surrounding areas [2] - For instance, hotel bookings in Fuyun County, near the Keketohai International Ski Resort, surged by 51.6% one week after its opening [2] Group 3: New Experiences and Activities - Various innovative activities such as ice fishing, snowmobile rides, and hot pot experiences in snow houses are drawing tourists [3] - The combination of "ice and snow" with hot springs has gained popularity among younger travelers, with a 30% increase in related accommodation bookings [3] Group 4: Diverse Destinations - The 2025-2026 snow season features a wider variety of popular destinations, including scenic spots like Yulong Snow Mountain and Changbai Mountain, appealing to tourists interested in snow viewing [4] - Families, particularly those from the 80s and 90s generations, prefer flexible travel options like self-driving and independent travel [4] Group 5: International Ice and Snow Travel - There is a growing trend in outbound ice and snow tourism, with popular destinations including Moscow, Switzerland, and Kazakhstan [5] - China is also emerging as a new destination for global ice and snow enthusiasts, with a 13.58% increase in bookings by non-Chinese passport holders for domestic flights [6]