【环球时报特约记者 叶满】在春节出游高峰期，越来越多中国游客选择泰国而非日本。中国重新成为泰国最大游客来源国。《旅行和旅游世界》 杂志25日报道称，泰国国家旅游局的数据显示，2月15日至22日，中国游客占其入境游客总数的23%。中国连续七周超过马来西亚，成为泰国最大 的客源市场。1月1日至2月22日，中国游客约占泰国入境游客总数的16%。 报道称，中国游客的回归对泰国意义重大，因为旅游业是泰国经济的核心支柱。疫情前，泰国每年接待4000万外国游客。尽管目前泰国旅游业尚 未恢复至疫情前水平，但中国游客的回归是2026年最强劲的复苏迹象之一。 香港《南华早报》报道称，汇丰银行的数据显示，中国是世界上最大的出境游市场之一，2024年的出境旅游市场规模约为1400亿美元。2026年中 国春节假期长达9天，这一"超长假期"也成为全球旅游运营商的"关键运营期"。 出于对电信诈骗的担忧，去年赴泰国的中国游客人数有所下降。不过泰国国家旅游局加大推广力度，试图吸引中国游客回归。这些努力似乎得到 了回报。旅游营销和技术公司China Trading Desk的数据显示，与去年春节假期相比，今年赴泰国旅游的中国游客人数增加了6万， ...

Summary of Conference Call Notes Industry Overview - The conference call discusses the performance of the domestic travel and hotel industry during the 2026 Spring Festival, highlighting significant trends in both domestic and outbound tourism [1][2][3][6]. Key Points on Domestic Air Travel - Domestic flight supply during the 2026 Spring Festival contracted by 2%-3% year-on-year, which contributed to a demand increase [1][2]. - Air travel volume increased by approximately 14%-15% compared to the previous year, outperforming the overall market growth of 8%-9% [2][9]. - Ticket prices peaked around the seventh day of the festival, with a year-on-year increase of 6%-7%, and a maximum increase of 10% in the two weeks leading up to the festival [1][2]. Key Points on Domestic Hotel Industry - Hotel occupancy rates during the 2026 Spring Festival rose by about 17%-18% year-on-year, while prices slightly decreased by 1%-2% [1][3]. - High-star and mid-high star hotels achieved occupancy rates exceeding 75%, while budget hotels faced lower occupancy due to intense competition [7][17]. - The market is experiencing structural adjustments, with increased hotel supply in smaller cities and surrounding areas of major cities to meet dispersed demand [1][5]. Key Points on Outbound Tourism - The outbound tourism market showed significant recovery, with transportation and hotel volumes increasing by nearly 30% year-on-year [1][6]. - Airfare for outbound flights decreased by approximately 5% year-on-year, particularly for short-haul destinations in Southeast Asia, which have returned to 2019 levels [6][11]. - Hotel prices for outbound travel increased by about 5% year-on-year, indicating a recovery in the market [6]. Key Points on Market Trends and Consumer Behavior - The extension of the Spring Festival holiday by one day positively impacted service consumption, with a notable increase in travel, accommodation, and transportation sectors [1][8][9]. - The overall booking volume increased by around 20% compared to the previous year, with a clear trend of staggered travel before and after the holiday [12]. Key Points on Future Outlook for the Hotel Industry - The hotel supply growth rate is expected to stabilize between 3%-5%, with a cautious outlook on new supply due to market saturation [4][13]. - Hotel prices are anticipated to stabilize and show positive growth starting from March 2026 or during the summer peak season [4][13]. - Structural issues persist in the low-star hotel segment, which faces significant competition and operational challenges, particularly in regions like Yunnan and Guizhou [14]. Key Points on Regulatory Environment and Competition - Ongoing government investigations into environmental practices may impact operators, with potential adjustments in exclusivity, pricing tools, and commission structures [15][16]. - Despite these regulatory challenges, major platforms are expected to maintain their market positions due to structural advantages [16]. - Hotel operators like Huazhu and Atour have shown stable performance during the festival, with cautious strategies in response to regulatory uncertainties [17].

2026年春节9天长假如同一剂强心针，激活了全国旅游市场的"一池春水"。 大年初三（20日）傍晚，《华夏时报》记者在南京热门景点中山陵外的下马坊地铁站里看到，汹涌的人 流改变了地铁站的运转模式，进站的闸机被自动打开，工作人员引导人们直接进站乘车，并一遍又一遍 地喊着"出站后再补票"。 "人太多了，所以进站就不要让人买票检票了，直接让出站时再处理票务。"地铁站的工作人员对本报记 者说。 根据南京市文旅局官方发布的数据，截至2月19日，南京景区春节期间累计接待游客近千万人次，单日 峰值突破290万人次，同比增幅超15%。而事实上，旅游火爆的不只是南京。今年的"史上最长春节假 期"不仅点燃了全民出游热情，更推动中国旅游从"流量狂欢"向"深度体验"转型。全国多地出现门票售 罄、酒店满房、交通爆满的现象，旅游热已成为拉动消费增长的核心引擎。 南京样本：政策支持叠加产品打造 南京市文旅局官方发布的信息显示，南京春节旅游数据呈现"爆发式增长"特征。2月15日（春节首日） 全市接待游客134.8万人次，较2025年同期增长31.4%；2月19日（大年初三）单日客流达294.8万人次， 同比上升19.7%。其中，钟山风景区梅花 ...

新华社悉尼2月15日电 专访｜对中国旅游市场"非常乐观"——访澳大利亚旅游局局长罗宾·麦克 新华社记者梁有昶 张淑惠 澳大利亚旅游局新任局长罗宾·麦克（中文名马洛宾）日前接受新华社记者专访时表示，当前中国是澳大利亚第二大入境客源市场、第一大入境 游消费市场，复苏势头强劲，"我们对中国市场非常乐观"。 麦克认为，旅游是促进民心相通的重要纽带。中国游客在澳期间与当地民众互动交流，有助于加深两国理解与友谊。近年来，也有越来越多的 澳大利亚人去中国，进一步促进了双向民间联系。 麦克表示，澳大利亚旅游局十分注重促进澳中两国旅游业的交流合作。目前，该局在中国上海、成都、北京和广州等地都设有办公室，与包括 众多航空公司、核心分销商以及旅行社在内的中国合作伙伴建立了密切的关系。 麦克说，每年12月至次年2月的澳大利亚夏季是中国游客访澳高峰期。此外，暑假及10月"黄金周"期间，访澳人数也明显增加。现在中国游客呈 现出小团化和自由行增长的趋势，越来越倾向于定制行程，深度体验目的地。自然风光、野生动物观赏以及美食美酒等都是吸引中国游客的重 要因素。 澳大利亚旅游局2025年8月启动了针对全球关键市场的"来澳大利亚，道一声你好"旅游 ...

经济观察网 桂林旅游（000978）（000978）2025年业绩预告显示成功扭亏为盈，预计净利润1100万 元，主要得益于游客量增长、资产优化及政策环境改善。 业绩经营情况 公司于2026年1月19日发布业绩预告，预计2025年归属于上市公司股东的净利润为1,100万元，较上年同 期成功扭亏。业绩改善主要得益于游客量同比增长至约625万人次、收回往年欠款转回坏账准备以及转 让低效资产带来的收益。扣除非经常性损益后净利润仍为负值，但整体经营呈现向好态势。 行业政策与环境 《桂林市旅游市场秩序管理条例》于2025年12月1日正式施行，聚焦治理"不合理低价游"等市场顽疾， 建立以旅游者满意度为核心的评价体系。该条例有望提升桂林旅游市场的透明度和规范性，为当地旅游 企业营造更稳定的运营环境。 战略推进 桂林旅游正持续推进"一核一优两翼三扩"战略，通过资产优化、AI技术赋能及产品创新提升竞争力。 2025年公司游客接待量同比增长9.97%，显示其核心业务复苏势头。 行业政策现状 2025年国内旅游市场复苏强劲，中央及地方持续出台促消费政策。桂林旅游作为广西龙头旅游企业，可 能受益于行业整体回暖和政策支持。 ...

在内地春节黄金周期间，香港旅监局会加派人手巡查较多入境旅行团活动的地点，包括主要入境口岸、 注册商店、热门旅游景点，以及餐饮处所等，确保旅游活动有序进行。 香港旅游业监管局预计，今年一连9日内地春节黄金周期间，访港内地团约有2200个，平均每日约244 团，涉及约8.6万旅客人次。香港旅监局表示，为应对访港旅客明显增加，已展开各方面准备工作，并 会加强内地入境团的管理，确保访港旅行团行程有序进行。 ...

Core Viewpoint - The Macau gaming stocks experienced a collective rise, with significant increases in share prices, driven by positive forecasts for the upcoming Lunar New Year holiday gaming revenue [1] Group 1: Stock Performance - Melco International Development saw a rise of over 6% [2] - Sands China increased by 4% [2] - Galaxy Entertainment and Wynn Macau both rose by 2.5% [2] - SJM Holdings and MGM China both experienced a 2% increase [2] Group 2: Market Insights - Morgan Stanley's research report indicated that the average daily gaming revenue in Macau during the first five days of last year's Golden Week was approximately 1.1 billion MOP [1] - The hotel occupancy rate during this year's Lunar New Year is expected to be similar to last year, with average daily room rates (ADR) up by about 25% [1] - The forecast for gaming revenue during this year's Lunar New Year holiday is expected to match or exceed last year's Golden Week figures [1] - The firm anticipates a 13% year-on-year growth in total gaming revenue for February [1] - EBITDA for the industry is projected to grow by 16% year-on-year in the first quarter of this year, leading to upward revisions in profit forecasts [1] Group 3: Hotel Industry Outlook - Macau hotel operators report a continuous increase in hotel booking rates and travel agency orders for the Spring Festival period [1] - Hotel occupancy rates during the Spring Festival are expected to exceed 90%, indicating a peak in Macau's tourism market [1]

南方财经21世纪经济报道记者郑青亭 北京报道 根据英国旅游局最新预测，今年中国赴英游客量预计将达到64.1万人次，较2025年预测增长31%。长期 预测显示，到2030年，中国赴英旅游消费预计将以年均20%的速度持续增长。 英方承诺建立长期合作关系 《21世纪》：如何看待英国首相斯塔默此次访问的意义？ 近日，陪同英国首相斯塔默访华的英国旅游局（VisitBritain）首席执行官叶佩茜（Patricia Yates）在北 京接受21世纪经济报道记者专访时 表示，中国是全球旅游业增长的重要引擎，英国正多维度优化服务 与体验，以期迎接更多中国游客赴英探索。 叶佩茜：首先，这次访问意义重大，且恰逢其时。我们看到新冠疫情后中国游客数量开始逐步回升，今 年中国有望成为我们的第九大价值客源市场，预计消费额达12亿英镑。我们预计这一增长将稳步持续到 2030年，届时消费额将达22亿英镑，访客量突破百万人次，将进入前五大市场行列。 叶佩茜指出，中国赴英旅游市场复苏势头强劲。今年，中国有望成为英国第九大客源市场，消费规模预 计达12亿英镑。英国旅游局预测，到2030年，中国游客在英消费额有望增长至22亿英镑，年度访客量预 计突 ...

在22日中国展台举办的开幕式暨"你好，中国"冬季旅游推介会上，马德里康普顿斯大学教授佩德罗·加 西亚作为特邀嘉宾讲述了他近期到中国旅行的经历。 令加西亚惊叹的不仅仅是中国的古迹，还有他遇到的人。中国人的热情友善、高效有序给他留下了深刻 印象。"他们努力把一切做到最好。"在他看来，这样的人，在心灵深处"定然蕴藏着美好事物"。这趟中 国之旅让加西亚成为中国的"铁杆粉丝"。他向包括自己学生在内的所有人推荐中国，鼓励他们去中国旅 游。 中国持续简化出入境流程，从支付手段、退税政策、多语种服务等方面为国际游客提供便利。对许多外 国游客而言，"去中国看看"正在从一个复杂的计划变成一次"说走就走的旅行"。 近两年，中国海航、东航、南航等航空公司先后开通了从西班牙不同城市直飞中国的新航线，目前每周 往返两国间的直飞航班数超过60班。 四川航空是本次中国展台的展商之一。自去年4月起，这家航空公司开通了从马德里直飞成都的航线， 并以每周四班的频率运营。川航西班牙营业部负责人黄浩然说，自免签政策生效以来，西班牙游客赴中 国旅游的便利度大大提高，越来越多的人将中国游纳入自己的旅行愿望清单。 （来源：新华日报） 日前举行的第46届马德 ...

Core Insights - Macau's tourism industry is showing a robust recovery, with total inbound visitors reaching 40,069,360 in 2025, a 14.7% increase compared to the previous year [1] Group 1: Visitor Statistics - The number of same-day visitors reached 23,524,943, marking a significant increase of 24.6%, while overnight visitors slightly rose by 3.1% to 16,544,417 [3] - The average length of stay for visitors decreased slightly by 0.1 days to 1.1 days, with same-day and overnight visitors averaging 0.2 days and 2.3 days, respectively [3] - Mainland visitors totaled 29,017,164, an 18.5% year-on-year increase, with individual travelers seeing a notable rise of 25.7% [3] Group 2: Source Markets - Visitors from Zhuhai increased significantly by 58.1%, contributing to a 23.7% growth in visitors from the Greater Bay Area, totaling 14,828,192 [3] - International visitors reached 2,755,474, a 13.7% increase, with notable growth from Southeast Asia, particularly Thailand at 38.1% [3] - Visitors from Japan and South Korea increased by 26.1% and 11.3%, respectively, while U.S. and Indian visitors both grew by 9.8% [3] Group 3: Entry Channels - Land-based entry accounted for 33,084,253 visitors, or 82.6% of the total, reflecting a 19.1% increase, with significant growth through the Gongbei and Hengqin ports [4] - Sea and air arrivals saw slight declines of 3.9% and 0.5%, respectively [4] Group 4: Monthly Trends - In December 2025, total inbound visitors reached 3,580,130, a 17.8% increase year-on-year, with same-day and overnight visitors increasing by 23% and 10.9%, respectively [4] - The average length of stay in December was 0.9 days, a decrease of 0.2 days, primarily due to a reduction in the average stay of overnight visitors [4] Group 5: Overall Industry Outlook - The Macau tourism sector is experiencing steady growth, driven by visitors from mainland China, particularly the Greater Bay Area, with a clear trend towards increased same-day visits and shorter stays [5]