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万联晨会-20260106
Wanlian Securities· 2026-01-06 01:38
Market Overview - On the first trading day of 2026, the Shanghai Composite Index rose by 1.38% to 4023.42 points, while the Shenzhen Component Index increased by 2.24% and the ChiNext Index by 2.85%. The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion yuan. The leading sectors included media, pharmaceuticals, and electronics, while oil and petrochemicals, banking, and transportation lagged behind [2][7] - The Hong Kong Hang Seng Index saw a slight increase of 0.03%, closing at 26347.24 points, while the U.S. major indices all closed higher, with the Dow Jones Industrial Average rising by 1.23% to a record high of 48977.18 points [2][7] Important News - Premier Li Qiang emphasized the need to enhance innovation and development advantages during his research in Guangdong, advocating for the improvement of industrial ecosystems and the exploration of effective business models for new technologies such as robots and drones [3][8] - A joint announcement from nine departments, including the Ministry of Commerce, implemented actions to promote green consumption, focusing on enhancing the supply of green products and encouraging the purchase of electric vehicles and certified green appliances [3][8] Industry Insights Media Industry - The New Year's Day box office exceeded 740 million yuan, marking a significant increase of 61.01% compared to the previous year. The extended holiday period allowed for a diverse range of films to cater to audience preferences, with major sequels leading the box office [9][10] - The total number of screenings during the New Year's holiday reached 1.417 million, with a notable increase in audience attendance, particularly on January 1, which saw a 14.20% year-on-year increase [10][12] - Major IP sequels like "Zootopia 2" and "Avatar 3" demonstrated strong box office resilience, contributing significantly to the overall market performance [12] Gaming Industry - In December 2025, a total of 147 game titles received approval, with 144 domestic and 3 imported games. The total number of game approvals for the year reached 1771, a 25.07% increase from 2024 [13][14] - The game "Seven Realms Dream" is highlighted for its unique "national style" theme and innovative gameplay mechanics, indicating a competitive landscape in the MMO sector for 2026 [14][15] Tourism Industry - The 2026 New Year's holiday saw 142 million domestic trips and total spending of 847.89 billion yuan, benefiting from the extended holiday period compared to the previous year [16][17] - The tourism market experienced a boost due to various factors, including the popularity of winter sports, the appeal of Hainan's free trade zone, and increased interest in outbound travel [18][19] - The outlook for 2026 remains positive, with expectations for further growth in the tourism sector driven by favorable policies and consumer confidence [19]
去年成都航空口岸出入境人员超640万人次
Xin Lang Cai Jing· 2026-01-05 20:49
本报讯 (代超 成都日报锦观新闻记者 杨甦) 1月4日,据四川边检总站公布的数据,该总站2025年 全年共验放出入境人员640万余人次、航班4.8万余架次,同比分别增长12.6%、14.1%,创下2019年以后 6年来成都航空口岸年度出入境人员数量之最,连续3年实现百万级跨越。 2025年,"China travel"风潮愈发强劲。四川边检总站全年共验放入出境外国人172万余人次,同比增长 53%,入境外籍旅客排名前三的国家是泰国、马来西亚、新加坡,主要是旅游观光、会议商务、探亲访 友等。全天候提供临时入境许可签发"一站式"办结、直接过境免办边检手续等便利措施,享受单免、互 免和过境免签政策入境的外国人67万余人次,占入境外籍人员总人数的76%。2025年共有407万内地居 民从成都航空口岸出入境,同比增长3%。 "出境游"市场持续火爆,一方面,得益于中国"免签朋友圈"不断扩容,截至2025年底,中国已对48个国 家实行单方面免签,与29个国家签订全面互免签证协定,免签国家总数达到77个,覆盖全球各大洲的旅 游目的地;另一方面,直飞航线不断复航新开加密,截至2025年底,成都已开通国际及地区客货运航线 102 ...
元旦假期日均近两亿人出行,文旅业消费“开门红”
Hua Xia Shi Bao· 2026-01-04 14:26
Core Insights - The 2026 New Year's holiday saw a significant surge in domestic and outbound travel, with an estimated 590 million trips taken, reflecting a 19.5% year-on-year increase in travel volume [2] - The travel demand was driven by a combination of short trips within major city clusters and long-distance travel, particularly to popular destinations like Northeast China, Hainan, and Yunnan [3][4] - The winter travel trend, especially ice and snow tourism, dominated the holiday, with ice-themed destinations accounting for about 40% of the top domestic travel routes [4] Domestic Travel Market - The domestic tourism market experienced a robust start, with a notable increase in bookings for flights, hotels, and accommodations during the holiday [3] - Popular short-distance trips were prevalent among major city clusters, while long-distance travel to scenic areas like the Northeast and Hainan was also in high demand [3] - The rise of "prayer tourism" led to increased interest in mountainous scenic spots, with hotel bookings in these areas rising over 23% [3] Ice and Snow Tourism - Ice and snow tourism emerged as a leading theme during the holiday, with significant demand for flights to Harbin and other snowy destinations [4] - Harbin Ice and Snow World was particularly popular, with a 45% increase in bookings for day tours [4] - Other notable snowy destinations included Xiling Snow Mountain and Yulong Snow Mountain, which saw a rapid increase in visitor interest [4] Outbound Travel Trends - Outbound travel saw a marked increase, with popular themes including island vacations and destinations with visa-free entry [9] - Key short-haul outbound routes included flights from Shanghai to Singapore and Beijing to Seoul, while long-haul routes featured destinations like Moscow and Sydney [10] - The introduction of visa-free entry for Chinese passport holders to Turkey significantly boosted interest in travel to the country, with search volumes for flights to Istanbul increasing by 320% [10] Inbound Travel Growth - The inbound tourism market also showed strong growth, with ticket bookings increasing by over 110% during the holiday [11] - Popular destinations for inbound tourists included major cities like Shanghai and Beijing, with significant increases in bookings for experiential travel products [11] - The "duty-free shopping + beach vacation" model in Hainan attracted international visitors, with orders for Sanya increasing by 170% [11]
韩国取代日本成最热出境地
第一财经· 2026-01-04 11:48
2026.01. 04 本文字数:2208,阅读时长大约4分钟 作者 | 第一财经 陈姗姗 2026年元旦期间(1.01-1.03),民航旅客运输量约588.5万人次(仅含境内航司承运数据),日 均约196.2万人次,同比增长10.8%。 这是记者今日从航班管家获得的最新数据。今年元旦旅客人数同比大增,一方面与不少旅客"请3休 8"的拼假模式催热了东南亚、欧洲出境游有关,另一方面,外籍游客入境游也在持续增长。 赴日航班量大降40.5% 2026年元旦比2025年多放2天假,令不少游客有时间出境游。去哪儿平台数据显示,元旦期间热门 地区出境机票预订增4成以上,其中韩国、越南机票预订涨2倍以上。 从热度蹿升最快的目的地来看,飞往韩国首尔的出境机票量同比增长3.3倍,是增幅最高的目的地, 也是大学生群体元旦出境游首选;飞往越南胡志明市、河内的机票增幅分别达3.2倍和2.4倍,成为 23-30岁"工作党"的热门选择。 还有不少"请3休8"拼假族,选择在元旦前飞向南半球过夏天,带动前往新西兰的机票预订增长1.1 倍。此外,2025年底航线加密后,在元旦期间飞往巴西的机票增长近3倍;飞往格鲁吉亚、乌兹别 克斯坦、哈萨克斯 ...
节假日消费观察|外国人元旦入境最爱游上海,韩国取代日本成最热出境地
Di Yi Cai Jing· 2026-01-04 09:49
元旦赴日航班量同比下降40.5%。 2026年元旦期间(1.01-1.03),民航旅客运输量约588.5万人次(仅含境内航司承运数据),日均约196.2万人次,同比增长10.8%。 这是记者今日从航班管家获得的最新数据。今年元旦旅客人数同比大增,一方面与不少旅客"请3休8"的拼假模式催热了东南亚、欧洲出境游有关,另一方 面,外籍游客入境游也在持续增长。 赴日航班量大降40.5% 2026年元旦比2025年多放2天假,令不少游客有时间出境游。去哪儿平台数据显示,元旦期间热门地区出境机票预订增4成以上,其中韩国、越南机票预订涨 2倍以上。 从热度蹿升最快的目的地来看,飞往韩国首尔的出境机票量同比增长3.3倍,是增幅最高的目的地,也是大学生群体元旦出境游首选;飞往越南胡志明市、 河内的机票增幅分别达3.2倍和2.4倍,成为23-30岁"工作党"的热门选择。 还有不少"请3休8"拼假族,选择在元旦前飞向南半球过夏天,带动前往新西兰的机票预订增长1.1倍。此外,2025年底航线加密后,在元旦期间飞往巴西的 机票增长近3倍;飞往格鲁吉亚、乌兹别克斯坦、哈萨克斯坦等免签国家的机票量增幅位于前十,增幅均在1倍以上。 根据去哪 ...
元旦苏州旅行市场量价齐升
Su Zhou Ri Bao· 2026-01-04 00:54
昨天(1月3日)是元旦假期最后一天,同程旅行发布《2026元旦假期旅行消费报告》。《报告》显 示,三天连休的小长假叠加拼假一族掀起的"请3休8"浪潮,强力拉动了假期出游需求。同城旅行平台 上,假期前后机票、酒店、民宿等主要产品预订呈量价齐升局面。首个小长假供需两旺的发展势头,为 2026年文旅消费市场繁荣增长开了个好头。辞旧迎新之际,非遗游与热闹喜庆的元旦氛围适配度"拉 满"。假期里,"非遗"主题的旅游搜索及预订热度环比增长85%,苏州名列非遗游TOP10热门目的地榜 单。 元旦假期,核心城市群的短途游与"南北互换"的长线游交织并行。京津冀、长三角、珠三角城市群 内短途微度假颇为火爆。用户对跨年仪式感的追求,令元旦旅行消费"品质化升级"趋势越发显著。同程 旅行平台上,元旦假期高品质酒店、精品民宿、定制小团等产品预订热度显著提升。"请3休8"拼假模式 也催热了东南亚、欧洲出境游,拉升了假期整体客单价水平。 今年元旦,用户玩法更加多样。海南全岛封关、"广德三件套"走红、《疯狂动物城2》热映等超级 热点接连涌现,带动了假期免税购物游、美食游及影视旅游热度飙涨。 此外,还有会玩、爱玩的年轻人选择三五成群奔赴海边跨年, ...
元旦假期冰雪游稳占C位,非遗文化游热度上涨
Xin Lang Cai Jing· 2026-01-03 14:05
Group 1 - The core point of the article highlights a significant increase in travel demand during the New Year's holiday, driven by the "please 3 days off for 8" trend, leading to a rise in bookings for flights, hotels, and homestays [1] - Major urban clusters are experiencing a surge in short trips and long-distance travel, with popular destinations including Northeast China, Hainan, Yunnan, Xinjiang, Sichuan, Fujian, and Guangxi [1] - The report indicates that the popularity of cultural heritage tourism has surged, with a notable 85% increase in searches and bookings for "intangible cultural heritage" themed travel during the New Year holiday [3] Group 2 - The report identifies top scenic spots for New Year's Eve, including Wuyuan Wunüzhou Resort, Wuxi Lingshan Scenic Area, and Nanjing Niushou Mountain Cultural Tourism Area, with significant increases in visitor interest [4] - Ice and snow tourism remains a dominant theme, accounting for approximately 40% of the top 20 domestic flight routes during the New Year holiday, with Harbin Ice and Snow World being a leading attraction [5] - The outbound travel market is experiencing a notable increase, with popular short and long-haul routes including Shanghai-Singapore and Beijing-Moscow, primarily driven by young adults and family travelers [8]
旅游平台:元旦假期韩国首尔位居中国出境游目的地首位
Xin Lang Cai Jing· 2026-01-03 05:56
转自:北京日报客户端 中国在线旅游平台去哪儿3日公布,元旦假期,最受中国旅客欢迎的前十位出境游目的地城市均位于亚 洲,其中韩国首尔为最热门出境目的地。 入境游方面,海南封关运作后,文旅市场热度进一步升温,尤其外国旅客到海南跨年的人数明显增加。 平台数据显示,元旦假期,海口和三亚是全国入境机票量增长最快的2个城市,同比增幅分别超过3倍和 5倍;入境客源地主要来自马来西亚、泰国、韩国、越南、澳大利亚、俄罗斯。 平台数据还显示,元旦假期海口和三亚自驾游热度位列全国前两位,和去年同期相比热度明显上涨。三 亚国际免税城、三亚海旅免税城、海口日月广场免税店所在商圈的酒店入住量均有大幅增长,同比增幅 均在1倍以上。 除了海南,元旦假期中国入境游热度较高的城市还包括许多特色小城,如大理、西双版纳、北海、徐 州、湛江等,这些城市的入境机票量同比增幅均超过3倍,入境游客源地主要来自"近邻",包括越南、 新加坡、马来西亚、韩国、印度尼西亚等。 来源:中国新闻网 数据显示,元旦假期期间,去哪儿平台用户飞往近千个城市,预订全球近3000个城市的酒店。从预订出 境机票的年龄段看,23岁至30岁用户占比最高,达36%;该年龄段出境机票量同 ...
新合作新产品 激发河南入境游新活力
He Nan Ri Bao· 2026-01-02 23:22
据了解,为大力发展入境游,河南文旅投资集团已于2025年11月17日与河南易美国际旅行社有限公司 (以下简称"易美国旅")正式签署控股并购协议,旨在通过强强联手,实现优势互补,共同做大做强入 境游市场。易美国旅作为河南入境游领域的头部企业,业务覆盖澳大利亚、英国、西班牙、美国、意大 利等国家和地区。此次并购后,双方将通过资源、品牌与渠道的深度融合,共同开拓国际旅游市场。 启动仪式上,河南文旅投资集团发布了最新的入境游系列产品,包括奇豫盛世古都、体验中国功夫、畅 游太行山水、潮玩演艺河南等4条1—7天的精品线路。针对出境游市场,也特别推出了春节包机、澳大 利亚经典、美加墨世界杯等多条优惠线路,旨在通过优质的产品和服务,为海内外游客提供更加美好的 旅游体验。 "免签朋友圈"不断扩容、240小时过境免签政策红利持续释放……2025年以来,从机场到景区,从博物 馆到街头巷尾,河南迎来一批又一批海外游客,成为旅客入境游的热门目的地之一。 郑州出入境边防检查站统计数据显示,截至2025年12月27日,郑州航空口岸2025年出入境人员已突破 100万人次,同比增长16%;入境外籍人员超11.1万人次,同比增长48%。其中, ...
土耳其对华免签,机票搜索暴涨 倍
Xin Lang Cai Jing· 2026-01-01 16:39
利好消息旋即带动土耳其旅游相关搜索猛增,去哪儿旅行数据显示,截至1月1日上午10时,国内飞往土耳其 伊斯坦布尔搜索量环比上周增3.2倍,旅游胜地安塔利亚涨1.3倍,土耳其第三大城市、爱琴海边的伊兹密尔 涨2倍以上。 出发地方面,上海、广州、北京、成都、深圳、杭州、西安、重庆、厦门是搜索热度较高的出发地,环比 上周均有2倍以上增长。搜索飞往安塔利亚的最热门国内出发地是北京。 去哪儿旅行大数据研究院研究员杨涵分析,土耳其兼具历史文化、自然风光,本身就是中国游客青睐的热 门出境游目的地之一,且2025年热度增长迅速,位居中长线出境游热门国家行列。此次对中国普通护照公 民实行免签将显著降低出行门槛,叠加2026年的9天"最长"春节假期,预计将进一步释放中国游客中长线出 境游需求,带动春节期间赴土耳其旅游热度明显升温。 记者 郑珂 报道 当地时间2025年12月31日,土耳其《官方公报》发布总统令,宣布自2026年1月2日起,对持中国普通护照的 公民实行免签入境政策。 ...