11月9日，携程集团CEO孙洁在携程全球合作伙伴峰会上表示，2025年中国入境游恢复率已达123%，远 超全球和亚太地区平均水平。 峰会披露的数据显示，2025年中国入境游市场正以强劲势头迈入复苏"快车道"。从规模与消费看，入境 游客量同比激增超100%，消费能级同步提升——欧美客群占比显著扩大，其中美国游客消费额同比增 长50%，法国游客消费额劲增160%，展现出中国旅游对国际客群的强劲吸引力。在城市维度上，热门 目的地热度持续攀升，上海、北京、成都等传统旅游城市入境游客量增幅均超90%；重庆凭借文旅融合 创新举措，入境游客量实现170%的高增长，成为新兴旅游目的地的典型样本。与此同时，得益于免签 政策落地与通关便利化措施推进，国际航班恢复率已达84%，携程平台入境机票预订量同比大幅增长约 100%，中外游客"说走就走"的旅行愿景正加速照进现实。 （智通财经记者 唐莹莹） ...

Core Viewpoint - The article highlights the significant recovery and growth of inbound tourism in China, with foreign visitors increasing dramatically compared to pre-pandemic levels, indicating a shift in the tourism landscape and potential opportunities for the industry [5][14][16]. Summary by Sections Inbound Tourism Recovery - A notable increase in foreign visitors to China has been observed, with numbers surpassing pre-pandemic levels by 170%-180% on certain routes [5]. - Data from the National Immigration Administration shows that in the first half of 2025, 13.64 million foreign visitors entered China under visa-free policies, accounting for 71.2% of all inbound foreign visitors [8][14]. - The total number of inbound foreign tourists in the first half of 2025 reached 19.16 million, which is a significant recovery compared to the previous year [14][16]. Comparative Analysis - The scale of inbound tourists to China is comparable to Japan, which had approximately 21.51 million foreign visitors in the same period [10][12]. - Other East Asian and Southeast Asian countries also show high inbound tourist numbers, with Malaysia at 19.26 million and Thailand at 16.61 million [12]. Visitor Demographics and Behavior - The increase in foreign visitors is attributed to diverse reasons for entry, including business, family visits, and academic exchanges, rather than traditional tourism [18][19]. - Many foreign visitors do not fit the typical tourist profile, leading to a perception gap in the tourism industry [20][22]. Regional Opportunities - Cities like Jilin and Sichuan are experiencing a surge in foreign visitors, particularly from neighboring countries, indicating a shift in tourist destinations from major cities to less traditional areas [33][36]. - The article emphasizes that cities with improved infrastructure and services tailored to foreign visitors will benefit the most from this trend [41][42]. Future Outlook - The article suggests that the future of inbound tourism will depend on how well cities can adapt to the needs and preferences of foreign visitors, focusing on service quality and cultural understanding [43][44].

Core Viewpoint - The article highlights the significant resurgence of inbound tourism in China, which has been underestimated, particularly in the context of foreign visitors returning in large numbers post-pandemic [4][5][6]. Inbound Tourism Recovery - Foreign visitors to China have increased dramatically, with numbers surpassing pre-pandemic levels by 170%-180% on certain routes, especially in cities like Beijing, Chongqing, and Xiamen [5]. - In the first half of 2025, China received 19.16 million foreign tourists, which is 71.2% of the total inbound visitors, indicating a strong recovery trend [6][9]. - The growth in inbound tourism is expected to exceed 35 million by the end of 2025, potentially setting a new historical record for China [9]. Comparison with Other Destinations - China's inbound tourist numbers are now comparable to those of Japan, Malaysia, Thailand, and other East Asian and Southeast Asian countries, with Japan receiving approximately 21.51 million visitors in the same period [6][7]. - If visitors from Hong Kong, Macau, and Taiwan are included, China's total inbound numbers would be significantly higher than any other country in the region [7]. Diverse Reasons for Inbound Visits - The expansion of visa-free policies has diversified the reasons for foreign visitors coming to China, including business, family visits, academic exchanges, and cultural experiences [10]. - Many foreign visitors do not fit the traditional tourist profile, making them less visible to the tourism industry, which may lead to a perception that fewer tourists are present [10][11]. Regional Tourism Dynamics - Major cities like Beijing, Shanghai, and Guangzhou account for over 80% of foreign visitors, with their movements concentrated in airports, high-end hotels, and popular tourist attractions [12]. - Lesser-known cities are beginning to see an influx of foreign tourists, changing the dynamics of local tourism economies, as seen in cities like Jilin and Sichuan [14][15]. Opportunities for the Tourism Industry - The article suggests that the growing number of foreign visitors presents opportunities for cities to enhance their tourism infrastructure and services to cater to this demographic [15]. - Airlines are adapting their strategies to focus on inbound tourism, moving away from relying solely on domestic markets for profitability [15].

Core Viewpoint - The recent opening of city duty-free shops in Shenzhen and Guangzhou marks a significant expansion in China's duty-free retail landscape, aimed at boosting domestic consumption and tourism recovery [2][24]. Group 1: Overview of New Duty-Free Shops - Shenzhen and Guangzhou have launched new city duty-free shops, contributing to a total of 27 such stores across 22 cities in China [2][24]. - The new shops are part of a broader initiative to enhance the duty-free shopping experience and attract both domestic and international consumers [24][25]. Group 2: Operational Models and Strategies - Both cities employ a "taxable + duty-free" dual-zone model, allowing eligible consumers to purchase duty-free goods while also offering taxable items to all shoppers [4][25]. - The product offerings include a mix of imported and domestic goods, with a focus on popular Chinese brands and international luxury items [6][12]. Group 3: Location and Consumer Experience - The new duty-free shops are strategically located in popular shopping centers within urban areas, enhancing accessibility for consumers [7][26]. - The shops aim to provide a more relaxed shopping environment compared to airport duty-free stores, allowing travelers to shop up to 60 days in advance of their departure [12][25]. Group 4: Challenges and Market Dynamics - Despite the potential, city duty-free shops face challenges such as competition from e-commerce and changing consumer preferences, which may impact their profitability [22][25]. - The performance of existing duty-free shops in cities like Shanghai and Beijing has been mixed, with some locations struggling to attract customers [14][22]. Group 5: Future Outlook and Recommendations - The expansion of city duty-free shops is expected to drive tourism and consumption, but success will depend on attracting foot traffic and offering a diverse range of products [24][26]. - Incorporating popular domestic brands and enhancing the shopping experience are crucial for increasing consumer interest and sales [25][26].

Core Viewpoint - The article highlights the significant recovery and growth of China's inbound tourism market, driven by factors such as the expansion of visa-free policies and the increasing interest of foreign tourists in exploring smaller cities beyond major urban centers [1][7][12]. Group 1: Market Recovery and Growth - Inbound tourism in Beijing has seen a remarkable resurgence, with a 48.8% year-on-year increase in the number of inbound tourists in the first half of 2025, totaling 2.467 million visitors [5]. - The total tourism expenditure reached $3.2 billion, marking a 51.3% increase compared to the previous year [5]. - The number of cities foreign tourists are booking flights to has increased to 144, with a notable rise in bookings for third-tier and lower cities [1][11]. Group 2: Changes in Tourist Demographics - The proportion of European tourists has significantly increased, with 80% of them being first-time visitors to China, indicating a shift from primarily American tourists to a more diverse international clientele [5][6]. - The implementation of visa-free policies for 54 countries has been a key factor in attracting more tourists, particularly from Europe [7][8]. Group 3: Tourism Trends and Preferences - There is a growing trend towards customized and small group tours, with a shift from traditional longer tours to shorter, personalized experiences [3][5]. - Tourists are increasingly interested in exploring lesser-known destinations, with significant growth in flight bookings to cities like Datong and Yiwu, which saw increases of 900% and 260% respectively [11][12]. Group 4: Economic Impact and Policy Initiatives - The inbound tourism sector is projected to contribute approximately 0.5% to China's GDP, with potential for growth as it aligns more closely with global averages of 1% to 3% [8]. - The Chinese government is actively promoting policies to enhance the inbound tourism experience, including the expansion of tax refund services and the introduction of new travel routes [7][8]. Group 5: Challenges and Industry Upgrades - Despite the recovery, challenges remain, particularly in adapting payment systems for foreign tourists, who often face difficulties with mobile payment methods [14][15]. - The industry is responding to these challenges with service upgrades, such as the introduction of an international card for transportation and entry to attractions in Beijing [15].

Group 1: Economic Activity and Consumer Spending - The "May Day" holiday saw a vibrant national consumption market, with key retail and catering enterprises' sales increasing by 6.3% year-on-year [1] - The total number of cross-regional personnel movements from May 1 to May 5 is expected to reach 1.467 billion, averaging 293 million per day, which is an 8.0% increase year-on-year [1] - Restaurant sales from key monitored enterprises grew by 8.7% year-on-year during the holiday, with local specialty dish orders on Meituan increasing by over 105% year-on-year [1] Group 2: Tourism Trends - Domestic tourism consumption flourished, with several provinces reporting double-digit growth in both visitor numbers and total tourism revenue during the first three days of the holiday [1] - Popular domestic travel destinations included major cities such as Beijing, Shanghai, and Guangzhou, while low-tier cities also saw a significant increase in tourism demand due to improved transportation networks [2] - The first "May Day" holiday after the implementation of the 240-hour visa-free transit policy saw inbound tourism orders more than doubling year-on-year, driven by cultural experiences and diverse activities [2] Group 3: Consumer Goods Sales - The "old-for-new" policy positively impacted consumer goods sales, with home appliances, automobiles, and communication equipment sales increasing by 15.5%, 13.7%, and 10.5% year-on-year, respectively [3] - Sales of smart home products on monitored e-commerce platforms grew by over 20% year-on-year during the holiday [3]

Group 1 - The inbound tourism market is experiencing a recovery, with Huazhu Group reporting significant growth in foreign tourist reception [1] - From January to mid-June 2025, Huazhu Group's hotels received over 1.52 million foreign tourists, representing a year-on-year increase of approximately 72% [1]

Group 1 - The tourism market is experiencing a strong recovery, with inbound tourism showing particularly robust growth, as evidenced by flight execution and travel orders. In 2024, domestic travel has rebounded to 56.1% of historical trends, while inbound tourism has reached 81.9% of historical trends, with travel exports recovering to 138% of 2019 levels [2][10][83] - From the perspective of visitor demographics, tourists from Southeast Asia are showing significant recovery in inbound tourism, while recovery from regions like North America is slower. In 2024, the proportion of visitors to Shanghai from Southeast Asia is 22.5%, up 6.8 percentage points from 2023, while the proportion from North America has decreased by 2 percentage points [2][17][83] - The recovery pace of China's inbound tourism market is accelerating after 2024, indicating that the tourism market's recovery is not solely dependent on scale expansion. By April 2025, inbound tourist numbers in Shanghai reached 115.3% of the 2019 average, surpassing countries like Thailand and Singapore [3][23][83] Group 2 - The increase in inbound tourism is driven by the facilitation of visa policies and cultural exports, which effectively stimulate inbound demand. Since 2024, the expansion of visa-free policies has significantly boosted inbound tourism, with 20.12 million foreign visitors entering through visa exemptions, a year-on-year increase of 112.3% [4][26][84] - Historical examples show that optimizing visa policies can effectively release inbound tourism demand. For instance, Japan's gradual relaxation of visa policies from 2013 led to a substantial increase in inbound visitors, from 8.358 million in 2012 to 31.882 million in 2019 [4][34][84] Group 3 - The potential for growth in inbound tourism is significant, as the current export of travel and entertainment services as a percentage of GDP is notably lower than that of other countries, primarily due to the low openness of the service sector. In 2024, travel exports are projected to account for only 0.1% of GDP, compared to a global average of 1.6% [6][50][61] - The Chinese government is increasing its focus on the opening of the service sector, which is expected to release substantial demand for inbound tourism. Policies aimed at enhancing service sector openness have been introduced, including a comprehensive pilot program to accelerate the opening of the service industry [7][66][61]

Group 1 - The core idea of the article revolves around the significant increase in inbound tourism to China, particularly during the recent holiday periods, highlighting a trend where foreign tourists are increasingly drawn to Chinese cuisine and culture [3][4][5][12]. - Inbound tourism orders surged by 130% compared to the previous year, indicating a robust recovery and interest from international travelers, especially from Southeast Asia, Australia, and Europe [5][15]. - Chinese food and cultural experiences have become a major attraction for foreign visitors, with many tourists actively seeking out local delicacies and unique culinary experiences during their trips [7][19][21]. Group 2 - The article notes that foreign tourists are no longer just interested in traditional sightseeing; they are now more inclined to explore local food and everyday life in China, reflecting a shift in travel preferences [20][29]. - Tourists are engaging with local cuisine to the extent that they are taking photos of menus and planning to recreate dishes at home, indicating a deeper connection with Chinese culinary culture [24][28]. - The influx of foreign tourists has created new opportunities for local businesses, particularly in the food and hospitality sectors, as they adapt to cater to the preferences of international visitors [30][32]. Group 3 - The article highlights the need for improvements in the inbound tourism infrastructure in China, as many areas still treat foreign tourists with a domestic tourism mindset, which may not meet their expectations [33][37]. - There are gaps in language support and accessibility for foreign tourists, which could hinder the overall experience and limit the potential growth of inbound tourism [36][38]. - The article emphasizes that the true appeal for foreign tourists lies in authentic local experiences rather than just major tourist attractions, suggesting a need for a more nuanced approach to tourism marketing [39].

Core Viewpoint - The "May Day" holiday showcased a vibrant consumer market in China, with significant growth in retail and tourism sectors, indicating strong economic vitality [2][3]. Group 1: Consumer Market Performance - During the "May Day" holiday, key retail and catering enterprises in China saw sales increase by 6.3% year-on-year [2]. - The total number of cross-regional travelers from May 1 to May 5 reached 1.467 billion, averaging 293 million per day, which is an 8.0% increase year-on-year [2]. - Restaurant sales from monitored enterprises grew by 8.7% year-on-year during the holiday [2]. - Orders for local specialty dishes from tourists on the Meituan platform surged over 105% year-on-year [2]. Group 2: Tourism Sector Insights - The tourism sector thrived, with several provinces reporting double-digit growth in both visitor numbers and total tourism revenue during the first three days of the holiday [2]. - Popular domestic travel destinations included major cities such as Beijing, Shanghai, and Guangzhou, while low-tier cities also saw a rapid release of tourism consumption [3]. - The implementation of a 240-hour visa-free transit policy led to a more than 100% year-on-year increase in inbound travel orders during the holiday [3]. - Foreign tourists engaged in cultural experiences and shopping, contributing to a vibrant tourism atmosphere [3]. Group 3: Consumer Goods Sales - The "old-for-new" policy positively impacted sales, with home appliances, automobiles, and communication equipment seeing year-on-year sales growth of 15.5%, 13.7%, and 10.5% respectively [4]. - Sales of smart home products on monitored e-commerce platforms increased by over 20% year-on-year during the holiday [4].