在消费升级与人口老龄化的双重驱动下，旅居养老上升为国家战略，2024年中央经济工作会议提出培育壮大新型消费，发展康养、旅游等服务业；同年 12月，《中共中央、国务院关于深化养老服务改革发展的意见》首次明确"开发旅居养老市场，发展康养旅居新业态"；2025年国务院办公厅及商务部等9部 门文件分别要求推广旅居产品、强化住宿业对旅居经济的支撑作用，推动业态高质量发展。 据中国旅游研究院2025年报告显示，全国旅居养老市场规模三年增长217%，但真正实现盈利的项目不足30%。坐拥巴马长寿生态、涠洲岛海岛风情等 独特禀赋，广西在开辟旅居经济赛道的同时，也与全国市场一样，面临着从"流量红利"到"可持续发展"的转型难题。为探寻破局路径，调研组深入北海等地 开展实地调研，为全国旅居产业高质量发展提供可借鉴的"广西方案"。 先行探索，暴露了什么问题？ 当初冬的晨光穿透雨雾，北海嘉和冠山海小区里"候鸟"老人的晨练身影，在勾勒出滨海旅居惬意图景的同时，揭开了旅居经济的新命题。这座城市以 18℃冬日暖阳、亲民房价与平价海鲜为引力，每年吸引40万北方旅居人群，成为广西以旅居业态推动文旅产业转型的生动样本。 2025年3月31日，来自各 ...

Core Insights - Yunnan Province has seen a significant increase in travel and residency, with 3.93 million travelers recorded from January to September, marking a 51.5% year-on-year growth [1] - The province aims to attract 3.898 million travelers in 2024, indicating a sustained interest in long-term stays [1] Group 1: Development Initiatives - Yunnan has established a "Positive and Negative List" for travel residency development and created a "Travel Residency Destination Service Guide (Trial)" along with a long-term development plan [1] - The province has launched 100 typical travel residency cases and identified five development models to promote growth [1] - A total of 26 high-quality development pilot projects for "Travel Yunnan" have been initiated to stimulate rural tourism [1] Group 2: Business Growth and Infrastructure - As of August, 633 natural villages in Yunnan are engaged in travel residency, an increase of 11.5 times compared to 2024, revitalizing 10,543 idle houses [1] - The province has established a profit-sharing model involving enterprises, village collectives, and farmers to enhance local economic benefits [1] - Yunnan has conducted promotional activities in major cities like Beijing, Shanghai, and Guangzhou to attract business and has developed a booking and customization app for "Travel Yunnan" [1] Group 3: Financial Support and Industry Participation - Financial institutions have been coordinated to offer "Travel Loans" to support the travel residency sector [1] - Several leading enterprises are actively participating in the construction of "Travel Yunnan," indicating strong industry engagement [1] Group 4: Future Planning - Yunnan Province is set to release the "Travel Yunnan Development Special Plan (2025-2030)" to provide systematic guidance for the next five years [2]

Core Viewpoint - The article discusses the contrasting trends in the real estate market in Yunnan, where despite a nationwide decline in new housing sales, local officials express strong confidence in the sector as a key driver for economic growth [1][3]. Group 1: Real Estate Market Trends - From January to August 2025, the national new housing sales area and sales revenue decreased by 4.7% and 7.3% respectively, with similar declines of 3.2% and 5.8% in the western region [1]. - In Yunnan, the proportion of out-of-province buyers reached a record high of 33.5% in 2025, contributing to a sales area growth that outpaced the national average by 9.2 percentage points [3][4]. - The growth in external buyers has been consistent since 2022, with their share increasing from 24.8% in 2022 to 31.7% in the first nine months of 2025 [4]. Group 2: Urbanization and Economic Opportunities - Yunnan's urbanization rate was 54.11% at the end of 2024, and if it can reach 65% by 2035, it could generate nearly 400 billion yuan in new investments and consumption [3][4]. - The province's low urbanization rate presents a "latecomer opportunity," particularly in attracting agricultural migrants to urban areas [7]. - Tourism plays a significant role in job creation, with Yunnan receiving 700 million tourists in 2024, generating a total tourism expenditure of 1.14 trillion yuan [7][9]. Group 3: Travel and Residency Impact - The concept of "travel residency" is gaining traction, with 389,750 travelers choosing to stay longer in Yunnan in 2024, indicating a growing trend in long-term tourism [11]. - The average stay for travel residents in Yunnan is 91 days, with a significant increase in the number of travel residents in 2025 [11]. - The province is actively promoting the "Travel Yunnan" brand, with over 100 articles published on this topic in 2025, highlighting its importance to local economic development [11][12]. Group 4: Infrastructure and Public Services - Yunnan is focusing on improving public services and infrastructure to accommodate the influx of travel residents, addressing challenges in transportation and healthcare resources [11][12]. - Local governments are emphasizing their ecological and resource advantages while also enhancing public service capabilities to attract more visitors [12]. - The provincial leadership believes that the next 3 to 5 years will be a critical period for accelerating urban development in Yunnan [12].

Core Insights - The real estate market in Yunnan is experiencing a decline in new housing sales, with a 4.7% decrease in sales area and a 7.3% decrease in sales revenue from January to August 2025 compared to the previous year [1] - Despite the national trend, Yunnan's provincial leadership believes that real estate development is crucial for economic growth, particularly due to the province's low urbanization rate [1][3] - Yunnan's urbanization rate is currently at 54.11%, and if it can reach 65% by 2035, it could generate nearly 400 billion yuan in new investments and consumption [1] Real Estate Sales Trends - In 2025, external buyers purchased 43,000 housing units in Yunnan, accounting for 33.5% of total sales, marking a record high [2] - The proportion of external buyers has been increasing since 2022, with figures rising from 24.8% in 2022 to 31.7% in the first nine months of 2025 [2] - Certain cities, such as Xishuangbanna and Baoshan, have even higher proportions of external buyers, reaching 75% and 46.2% respectively [2] Factors Attracting External Buyers - Yunnan's ecological and resource advantages, including a pleasant climate and rich natural resources, are key factors attracting external buyers [3] - The province's urbanization rate is under pressure, with several regions below 60%, necessitating the transformation of agricultural populations into urban residents [3] - Tourism plays a significant role in job creation, with Yunnan receiving 700 million tourists in 2024, contributing to the local economy [3] Economic Impact of Tourism - The city of Pu'er has achieved an urbanization rate of 80% by leveraging local resources like tea and coffee to create jobs [4] - In 2024, Yunnan's tourism generated significant economic benefits, with an average tourist spending of 1,628.57 yuan [4] - The province is focusing on promoting "travel residency," with a notable increase in visitors from the Yangtze River Delta region [5] Future Development Strategies - Yunnan is prioritizing the development of public services and infrastructure to accommodate the influx of tourists and residents [6] - The provincial government has issued guidelines to enhance the quality of life for both locals and visitors [6] - The next 3 to 5 years are seen as a critical opportunity for urban development in Yunnan, with a call for proactive measures to boost city construction [6]

Core Insights - The travel and tourism market is experiencing a shift towards a "slow travel" model, emphasizing immersive experiences and local cultural engagement, which is becoming a new growth point in the industry [1][2][5] Group 1: Consumer Trends - Young travelers, particularly those from the "80s" and "90s" generations, represent over 70% of the demand for travel stays, seeking deeper emotional connections with destinations rather than just sightseeing [2] - The trend of longer stays is evident, with a 40% year-on-year increase in long-term rental orders of over five days, indicating a preference for deeper local experiences [3] Group 2: Policy and Economic Development - Various regions are actively developing policies to support the travel economy, leveraging local resources to enhance the travel experience and stimulate economic growth [5][7] - In Guizhou, the government is promoting the development of travel real estate as a key strategy for real estate transformation, encouraging the renovation of existing properties for short and long-term rentals [6] Group 3: Market Potential and Supply Chain - The potential demand for the travel market in China is estimated to reach 600 million people, with an overall market size approaching 3 trillion yuan, indicating significant growth potential [8] - The accommodation industry is evolving from basic lodging to comprehensive experiential services, with an increasing number of homestays offering local lifestyle guidance and unique activities to enhance guest experiences [8] Group 4: Industry Growth and Business Dynamics - The number of domestic homestay-related enterprises has reached 357,100, with a rapid increase in registrations, particularly in the Southwest and East China regions, reflecting the booming travel economy [8] - The shift towards travel stays is indicative of changing consumer preferences, with a growing emphasis on quality and diverse tourism experiences, supported by unique local advantages [8]

Core Insights - The article discusses the rising trend of summer retreat tourism in China, particularly in regions like Yunnan and Guizhou, where cooler climates attract tourists seeking relief from high temperatures [2][5][8] - This new economic model transforms local "cool resources" into a "hot economy," with long-term rentals becoming fashionable among tourists [2][3] Group 1: Market Dynamics - Yunnan's Qujing City offers a summer climate averaging 19.7°C, leading to increased long-term rentals, with companies like Licheng providing over 100 beds and meals for tourists [2][5] - In Guizhou's Xishui County, 28 summer retreat projects have attracted 36,000 households, primarily from outside the region, indicating a strong demand for cool-weather tourism [2][5] Group 2: Visitor Trends - Data shows that 2.803 million people engaged in summer retreats in Yunnan in the first half of 2025, marking a 45.4% year-on-year increase, with an average stay of 91 days, extending by 11 days compared to previous years [5][8] - The average rental period for summer stays in Yunnan has increased by 67% this summer, reaching an average of 45 days [5][8] Group 3: Economic Impact - The summer retreat model not only provides stable income for homeowners but also boosts local industries such as dining, transportation, and cultural experiences [5][6] - In Qujing, the dining expenditure of retreat tourists accounts for 40% of their total spending, significantly higher than the 10% spent by regular tourists [5][6] Group 4: Industry Evolution - The summer retreat tourism has evolved from a niche choice to a large-scale industry, with innovative offerings like nature camps and wellness activities gaining popularity [6][7] - The Chinese government is actively promoting the development of the summer economy, enhancing service quality and integrating climate and tourism resources [8][9] Group 5: Technological Integration - Some tourist areas have introduced "cool maps" apps and real-time "coolness index" systems, leveraging technology to enhance the summer retreat experience [9]

Core Insights - The trend of "travel living" is gaining popularity, with individuals aged 20 to 40 making up over 60% of the market. This demographic is increasingly choosing travel living as a new way to vacation, with over 40% of bookings on the Tujia platform being for stays of 7 days or more, and average stay durations ranging from 10 to 15 days [1] Group 1: Company Data - As of late July, there are 357,100 existing companies related to homestays in China, with over 60% established in the last three years. Specifically, 39.71% of these companies were founded 1-3 years ago, and 24.05% within the last year [2] - The registration of homestay-related companies has seen rapid growth, with 91,000 new registrations in 2023, marking a year-on-year increase of 136.87%. Projections indicate 100,200 registrations for 2024, reflecting a 10.08% growth [3] Group 2: Regional Distribution - New registrations of homestay-related companies this year are predominantly in the Southwest and East China regions, accounting for 20.62% and 19.69% respectively. Other regions such as North China, South China, Central China, and Northeast China have registration shares ranging from 10% to 15% [4]

Group 1 - The summer tourism market is experiencing a significant boost, with various regions leveraging their unique resources to create distinctive cultural and tourism experiences [1] - In Qingdao, the International Beer Festival is attracting large crowds, showcasing the city's unique charm through its historical cultural district [3] - In Chongqing, the integration of high-tech elements with Miao culture has led to a significant increase in nightly tourism, with daily visitor numbers reaching over 3,000, more than doubling since June [5] Group 2 - In Guizhou, the night tour experience has been enhanced with creative light displays across 270 acres of lotus ponds, creating an immersive environment for visitors [8] - In Guangxi, the "Cultural Tourism + Music" initiative has successfully attracted over 100,000 participants to music events, significantly boosting local dining and accommodation sectors [11] - Dalian is innovating in cultural tourism by introducing hands-on experiences like shrimp catching in salt fields, appealing to tourists seeking interactive activities [14] Group 3 - The trend of "residential tourism" is gaining traction, offering diverse experiences that contribute to local economies, with new models emerging in low-density cities and scenic areas [16][19] - The demographic of residential tourists is shifting, with individuals aged 20 to 40 now making up over 60% of the market, indicating a change in lifestyle preferences [21] - The potential demand for residential tourism in China is estimated at 600 million people, with the overall market size projected to approach 3 trillion yuan [29] Group 4 - Local governments and businesses are enhancing support services for residential tourism to make the experience more attractive and sustainable [23] - In Yunnan, a comprehensive plan is being implemented to develop "Residential Yunnan" projects by 2027, focusing on rural revitalization and infrastructure improvements [27] - Sichuan is also promoting wellness tourism with over 170 customized wellness residential points, catering to the growing demand for tailored experiences [27]

Core Insights - Yunnan Province aims to enhance its tourism services and market order, targeting 6 million residents by 2025 under the "Travel to Yunnan" brand [1][3] Group 1: Tourism Transformation - The shift from "check-in tourism" to "immersive living" is redefining the relationship between visitors and destinations, with 389 million travelers in 2024, a 20.7% increase year-on-year [2] - The average stay for travelers in Yunnan reached 80 days, indicating a significant change in consumption patterns, with dining and accommodation costs becoming more prominent [2][3] Group 2: Economic Impact - The traditional tourism model limited local economic benefits, with transportation costs accounting for 40% of visitor spending, while the new model enhances local spending, particularly in dining (40%) and accommodation (30%) [2] - The "Travel to Yunnan" initiative is expected to drive economic growth, with plans to cultivate over 3,000 key rural tourism villages by 2027 [3][7] Group 3: Case Study - Hongwafang Village - Hongwafang Village transformed from a declining area to a popular destination, generating nearly 2 million yuan in direct income since 2023 through tourism initiatives [4] - The village's economic model includes integrating local culture and heritage, leading to increased local employment and entrepreneurship [4][5] Group 4: Regional Advantages - Qujing City, with its favorable climate and low living costs, attracts over 500,000 summer visitors annually, enhancing its appeal as a travel destination [7][8] - The local education system has become a unique selling point, attracting families seeking quality education for their children, further boosting the travel and living experience [8]