旅游概念股集体走高，截至发稿，同程旅行(00780)涨5.02%，报23.86港元；携程集团-S(09961)涨 4.08%，报600港元；华住集团-S(01179)涨4.01%，报38.36港元；美团-W(03690)涨1.42%，报106.9港 元。 国家移民管理局报告显示，元旦假期期间日均出入境人次达220万人次，按年增长28.6%，较2019年水 平高约28%，其中内地居民出境人次按年增长39.1%。花旗发布研报称，2026年元旦国内出游表现平 稳，但跨境旅游人次表现稳健。然而该行认为即将到来的春节更为重要，并预期表现将较为强劲，因为 2026年春节假期为9天，较2025年多一天。 消息面上，经文化和旅游部数据中心测算，元旦假期3天，全国国内出游1.42亿人次、较2024年元旦假 期增长5.2%，国内出游总花费847.89亿元、较2024年元旦假期增长6.3%，人均消费较2024年元旦假期增 长1.1%，冬季特色供给丰富，冰雪游、避寒游、跨年游人气旺盛。 ...

记者丨 魏彤 编辑丨蒋韵 视频丨王学权 1月3日，南方财经记者从广东省文化和旅游厅获悉，2026年元旦假期，全省旅游市场实现"开 门红"， 全省接待游客1787.5万，日均同比增长34.8%，实现旅游收入99.8亿元，日均同比增 长39.8%；全省4A级及以上景区接待游客556.1万人次，日均同比增长15.3%。 同日，携程的广东省2026年元旦旅游市场报告（以下简称"报告"）显示，广东省在线旅游市场 元 旦 期 间 表 现 强 劲 ， OTA 接 待 人 次 同 比 2024 年 元 旦 增 长 76.3% ， 旅 游 消 费 金 额 同 比 增 长 102.4%，消费增速显著高于人次增速，显示出市场活力与消费潜力的双重提升。 省内市场差异化增长 报告显示， 从全国竞争格局来看，广东省在人次和金额两项核心指标上均位居全国省份首 位， 充分彰显了其作为全国旅游大省的市场地位和综合吸引力。 广东省内各地市旅游市场呈现差异化增长态势。从人次规模看，广州、深圳、佛山稳居前三， 珠海以110.0%的增速跃居第四位，东莞、惠州分列第五、第六位。 从消费金额看，广州、深圳依然领跑，珠海凭借196.6%的增幅升至第三位，佛 ...

旅游平台：元旦外国游客来华旅游升温 中新社北京1月1日电 (记者 刘亮)中国在线旅游平台去哪儿1月1日发布的数据显示，2026年元旦，更多 外国游客选择来中国迎新年。1月1日，中国入境游机票预订量同比增两成，上海、北京、广州稳居中国 入境游热门城市前三位。 除了上海、北京、广州，1日中国入境游热门城市还包括成都、深圳、杭州、青岛、沈阳、南京、重 庆。从机票预订量同比增幅上看，1日海口和三亚是全国入境机票量增长最快的两个城市，增幅分别超 过3倍和5倍；昆明、宁波、郑州、厦门、武汉、长春、广州的增幅超过1倍。 从中国出境游目的地看，"四小时飞行圈"内目的地占主流。1日，酒店入住量最高的前10个中国出境游 目的地包括：韩国、泰国、中国香港、马来西亚、中国澳门、越南、新加坡、俄罗斯、美国、澳大利 亚。(完) 来源：中国新闻网 去哪儿平台统计，元旦当天，来华的热门客源地包括越南、马来西亚、澳大利亚、印度尼西亚、新加 坡、美国等。机票预订量增速最快的前十位客源地中，哈萨克斯坦、沙特阿拉伯、蒙古国、乌兹别克斯 坦、波兰、奥地利、阿联酋、印度和卡塔尔的同比增长超过1倍，西班牙同比增长近八成。 出境游方面也迎来峰值。去哪儿数据 ...

波通社12月16日报道，根据波兰旅游市场研究委员会(PMR)市场专家进行的一项研究，波兰旅游市场的 价值将从2024年的970亿波兰兹罗提增长到2030年的1710亿波兰兹罗提,预计增长76%。PMR预测显示， 2024年到2030年，游客数量将从约9900万人增加到1.4亿人次；使用住宿设施的人数将从约4100万人次 增加到约5700万人次；国内旅游人数将从约5300万人次增加到超过6500万人次。PMR报告称，国内游 客将在需求结构中继续发挥关键作用，但外国游客群体仍将保持重要性，一日游游客在市场中的作用将 日益增加，从而提升市场价值。报告称："消费结构正向高附加值服务(住宿、餐饮和休闲服务)转变， 这证实了市场的成熟以及对体验的关注。"PMR报告称，77%的波兰人在过去一年中积极参与旅游活 动，48%的人计划在未来12个月内进行国内旅行。 ...

Core Insights - The latest report from the United Nations World Tourism Organization indicates that international tourist arrivals are expected to exceed 1.1 billion from January to September 2025, reflecting a year-on-year increase of approximately 50 million, or 5% growth [1] - Despite challenges such as global economic inflation and geopolitical tensions, the tourism market continues to show strong growth, with stable increases in both international visitor numbers and revenue [1] - The report highlights that Africa has shown the most significant performance in the global tourism market, with a 10% year-on-year increase in international tourist arrivals by September [1] Regional Performance - Europe remains the largest global tourist destination, welcoming 625 million international visitors in the first nine months, a 4% increase year-on-year, with Western and Southern Europe performing particularly well [1] - The Americas achieved an overall growth of 2%, with South America showing the strongest performance at 9% [1] - The Asia-Pacific region recorded an 8% increase in tourist numbers, with Northeast Asia leading at a remarkable 17% growth [1] Airline and Accommodation Metrics - According to the International Air Transport Association, international passenger demand (RPK) grew by 7% year-on-year from January to September, with capacity increasing by 6% [1] - Global hotel occupancy rates reached 68% in September, remaining stable compared to 2024 [1] Future Projections - The United Nations World Tourism Organization forecasts a 3% to 5% increase in international tourist numbers for 2025, emphasizing the need for government and institutional support to ensure the long-term stability of the tourism industry [2]

Core Viewpoint - JD Group's founder Liu Qiangdong announced advancements in autonomous delivery technology, including the testing of unmanned trucks and plans for a fully automated delivery station by April next year [1] Group 1: Technological Advancements - JD's unmanned trucks have been tested over hundreds of thousands of kilometers, indicating that the technology is mature and awaiting regulatory approval [1] - The company plans to establish the world's first fully unmanned delivery station globally by April next year [1] Group 2: Future of Work - Liu expressed concerns about job displacement due to automation but noted that the company is now more relaxed about the situation [1] - He suggested that employees may only need to work one day a week or even just one hour in the future, as delivery robots could autonomously deliver packages [1] Group 3: New Opportunities - The rise of automation is expected to create new service industry opportunities in areas such as culture, art, tourism, and exploration [1] - The global tourism market is projected to grow tenfold over the next five years, potentially generating numerous job opportunities in these sectors [1]

Core Insights - The tourism market in Xinjiang has shown strong growth in the first ten months of this year, with a year-on-year increase of 31.12%, ranking first in the country [1] Group 1: Tourism Growth - Xinjiang's tourism market has experienced robust growth across all 14 prefectures and cities [1] - The number of tourists visiting Xinjiang has significantly increased, with the growth rate being the highest in the nation [1] Group 2: Visitor Demographics - The main consumer groups for tourism are the post-80s and post-90s generations [1] - The top five provinces and cities contributing to Xinjiang's tourism are Guangdong, Beijing, Sichuan, Henan, and Shandong [1] Group 3: Inbound Tourism - Inbound tourism is led by visitors from Hong Kong, Taiwan, and Malaysia, which rank as the top three in terms of visitor numbers and spending [1] - Southeast Asian and Central Asian countries have become important markets for inbound tourism to Xinjiang [1]

Core Insights - The National Day and Mid-Autumn Festival holiday has significantly boosted long-distance travel, with OTA platforms reporting a notable increase in both domestic and outbound travel orders [1] - Ctrip indicates a rise in the proportion of domestic long-distance travel orders, while outbound long-distance travel, particularly to Europe, has seen orders double [1] - Qunar reports substantial year-on-year growth in hotel bookings for popular cities and outbound flight reservations [1] Domestic Travel Trends - Popular domestic travel destinations include Beijing and Chengdu, with a marked preference for outbound travel to Japan and Thailand [1] - There is a significant increase in deep travel orders to Europe [1] - The average spending per traveler has risen, with Fliggy reporting a 14.6% year-on-year increase in travel expenditure during the holiday [1] Industry Growth - As of now, there are over 2.599 million tourism-related enterprises in China, with approximately 281,000 new registrations in 2025 [1] - The registration trend for tourism-related companies has shown high growth levels over the past five years, except for a notable decline in 2022 [1] - The provinces with the highest number of tourism-related enterprises are Guizhou, Guangdong, and Shandong, collectively accounting for over 636,000 companies, or 25.5% of the total [1]

Core Insights - The total number of tourists received in Beijing from October 1 to October 4 reached 14.234 million, representing a year-on-year increase of 5.9% [1] Group 1 - The tourism sector in Beijing has shown positive growth during the holiday period, indicating a recovery trend in the industry [1] - The increase in tourist numbers suggests a potential boost in revenue for local businesses and attractions [1] - The data reflects the overall health of the tourism industry in Beijing, which is crucial for the city's economy [1]

Core Insights - Wuhan's hotel and accommodation sector is experiencing a surge in bookings ahead of the National Day and Mid-Autumn Festival holidays, indicating strong demand in the hospitality industry [1][2] Group 1: Hotel Performance - Newly opened hotels like Huajian Tang in Huangpi and Ba Gong Di Hotel are seeing high occupancy rates, with some room types already sold out [1] - Popular hotels in the Jianghan Road business district, such as Wuhan Fengmao An Di Hotel and Wuhan Jianghan Road Pedestrian Street Meilun Hotel, are experiencing a significant increase in bookings for peak dates from October 2 to 4 [1] - The Yinjubanshan Homestay in Tanhualin has sold out its unique room types, highlighting the appeal of traditional city experiences [1] Group 2: Ecological and Leisure Accommodations - Eco-friendly accommodations like Longling Mountain RV Camp and hotels within the Mulan Grassland scenic area are also seeing high demand, with booking rates nearing 80% for certain room types [2] - Newly opened Huajian Tang in Wuhan has nearly sold out its rooms for the upcoming holidays, showcasing the strong attraction of new cultural tourism projects in the city [2] Group 3: Overall Tourism Trends - Wuhan ranks among the top ten popular destinations in the country for the upcoming holidays, with a 29% year-on-year increase in overall tourism orders [2] - Data from Ctrip indicates that major source cities for tourists to Wuhan include Shanghai, Beijing, Chengdu, Shenzhen, and Guangzhou, with popular attractions being East Lake Scenic Area, Wuhan Two Rivers Cruise, Yellow Crane Tower, and others [2] - Booking data shows a 61% year-on-year increase in tourism reservations in Hubei, with significant growth in car rentals (55%), ticket bookings (130%), and tour packages (127%) [2]