"今年暑期，尽管极端天气对旅游市场产生了一定影响，但旺季态势依然明显，预计出游人数有望再创 新高。从数据来看，7月中西部城市景区客流量环比实现大幅增长，不少热门景区客流触及最大承载 量；高性价比产品推动旅游消费品质持续升级，且本地及周边短途游需求旺盛，为部分地区暑期旅游市 场贡献稳定客源。"同程研究院首席研究员程超功对证券时报记者表示。 2025年暑期即将结束，多家在线旅游平台相继发布暑期旅游趋势报告。 整体看，今年暑期游市场需求强劲，避暑游、传统文化游、亲子研学游等火热；品质游趋势明显，部分 平台订单均价显著提升；跨境游市场延续高景气度，其中入境游呈现"淡季不淡"，出境游增长强劲。从 出行方式看，自驾游热度居高不下，租车出行已成为越来越多旅行者的选择。 今年暑期酷热难耐，避暑游成为多数人出游的首要选择。 携程平台上，大理白族自治州、大连、威海、青岛、烟台同时进入国内游增速前列，平均旅游订单呈双 位数增长。热门避暑地贵州、云南等地包车游订单同比增长80%以上，小众避暑目的地内蒙古赤峰、辽 宁丹东、吉林白山订单量同比增长200%以上。除传统避暑游之外，户外挑战和自然探索，如露营、徒 步、溯溪等度假产品今夏也受到 ...

Group 1 - The total retail sales of social consumer goods in Hainan Province reached 132.99 billion, with a year-on-year growth of 11.2%, and the growth rate increased by 7 percentage points compared to the first quarter [1] - Urban retail sales increased by 9.7%, while rural retail sales saw a significant rise of 17.2% [1] - Online retail sales grew by 7.8%, with physical goods online retail sales increasing by 5.5%, accelerating by 8 percentage points compared to the first quarter [1] Group 2 - The "old for new" policy effectively stimulated consumption, with retail sales of household appliances and audio-visual equipment increasing by 28.9%, up 4.9 percentage points from the first quarter [2] - Furniture retail sales surged by approximately 1.5 times, and building and decoration materials retail sales increased by 4.8 times [2] - Retail sales of communication equipment grew by 49.6%, and automotive retail sales increased by 91.9%, with new energy vehicle sales rising by about 1.8 times [2]

Economic Overview - In July, economic prices increased while volumes decreased, indicating a search for rebalancing in supply and demand, with marginal economic growth expected to slow down[1] - The Producer Price Index (PPI) showed a month-on-month increase, with the year-on-year decline in growth narrowing, primarily driven by the "anti-involution" policy expectations[1][45] Real Estate Market - The sales sentiment in the real estate market weakened, with both month-on-month and year-on-year growth turning negative; the average daily transaction area in 30 major cities decreased by 15.85% compared to June[2][11] - It is anticipated that first-tier city housing prices may stabilize by the end of the year, while second-tier cities may see stabilization by June next year[2][48] Industrial Demand - Industrial demand showed a mild recovery, with the rebar production rate increasing to 43.06%, up 0.87 percentage points from June, while prices slightly decreased by 0.16%[15] - The average operating rate for asphalt plants rose to 32.4%, indicating a recovery in demand, with asphalt inventory decreasing by 7.31%[18] Consumer Behavior - July consumer spending is expected to remain resilient, supported by a surge in tourism during the summer, with domestic tourism projected to exceed 2.5 billion trips, recovering to over 115% of 2019 levels[26] - The average daily subway ridership in major cities increased, reflecting a rebound in travel demand during the summer[23] Risks and Challenges - Potential risks include unexpected intensification of global trade frictions, geopolitical conflicts, and policy effects falling short of expectations[3]

Group 1 - The domestic civil aviation market is experiencing a surge in travel demand, particularly in smaller cities, with increased capacity being allocated to regional airports during the summer and autumn seasons [1][3] - Lishui Airport in Zhejiang Province has officially commenced operations, with an annual passenger throughput capacity of 1 million, and has opened routes to Beijing and Shanghai on its first day [3][5] - The local tourism sector is leveraging the new airport to enhance its tourism offerings, including a promotional package for visitors arriving by air, which includes free access to key attractions and discounts at local businesses [5][6] Group 2 - Shanghai's two airports plan to execute 150,000 flights during the summer travel season, marking a 5% increase year-on-year, with a focus on new and enhanced routes to western regions [6][8] - New direct flights have been introduced by Eastern Airlines and Juneyao Airlines to popular tourist destinations in Xinjiang and other regions, improving connectivity and reducing the need for layovers [6][9] - The expansion of regional airports in Xinjiang is facilitating a more efficient travel experience, connecting scenic areas and boosting local hospitality and dining sectors [9][11] Group 3 - The Kurle Airport in Xinjiang has established connections to 40 cities, creating a comprehensive transportation network that enhances access to tourist attractions [11][13] - The Narat Airport in Xinjiang has introduced new routes that connect multiple destinations, achieving an average of 3.5 flights per day with over 70% occupancy rates [11][13] - The increase in flight routes and service upgrades has led to a significant rise in visitor numbers at the Narat scenic area, with 480,000 tourists recorded from July 1 to 15 [13]

Group 1 - The peak of summer travel bookings for 2025 has arrived, with significant year-on-year growth in bookings for flights, hotels, tickets, and car rentals [1] - Long-distance travel consumption has increased by 7 percentage points compared to the same period last year, with regions such as Northwest, Northeast, and Southwest becoming popular summer destinations [1] - Guangdong's summer flight bookings have increased by 24% year-on-year, and charter bookings have more than doubled [1] Group 2 - University students are the fastest-growing demographic in summer travel, with a 77% year-on-year increase in travel numbers [2] - The average travel expenditure for university students has risen by 6% year-on-year, with an average trip duration of approximately 2.9 days [2] - The trend of quality travel continues to rise, with bookings for high-star hotels increasing by over 20% year-on-year [2] Group 3 - Unique and interesting travel experiences are becoming more popular, with significant growth in travel related to "Su Chao" in Jiangsu and surrounding regions [3] - Popular summer destinations for avoiding heat include cities in Northwest, Northeast, and Southwest regions, with several cities showing rapid growth and potential to become "dark horse" destinations this summer [3] - Traditional long-haul outbound travel destinations such as Australia, Europe, and the Americas have quickly entered the top ten due to extended holiday periods [3]

Core Insights - The summer travel season is officially starting, with significant increases in ticket bookings observed on OTA platforms, particularly for flights and train tickets starting from June 17 [2][3] - The first wave of travel peaks is expected in early July, primarily driven by student travelers, with three main peaks anticipated throughout the summer travel period [3][4] Travel Trends - The demand for air travel is projected to reach approximately 6 million first-time flyers during this summer, indicating a strong need for services at hub airports [4] - Family travel remains the primary demand driver, with an estimated 35% of domestic air travel during the summer attributed to family trips [4] - Popular destinations for summer travel include Beijing, Chengdu, and Kunming, with high demand for routes such as Guangzhou to Beijing and Shanghai to Beijing [4] Pricing Dynamics - Despite the surge in travel demand, ticket prices have not seen a rapid increase, with significant discounts still available for long-distance destinations [5][6] - New flight routes and adjustments in train schedules have contributed to stabilizing travel prices, making it easier for travelers to access popular destinations [6] Innovative Travel Options - The trend of "long layover" tickets is gaining popularity, allowing travelers to save money while exploring additional cities during their journey [7] - The demand for connecting flights, especially through major hubs like Beijing and Chengdu, is expected to rise, with these options often being more cost-effective than direct flights [7] International Travel Insights - The increase in international flight availability has led to a 15% decrease in average ticket prices for outbound travel compared to last year, stimulating demand for international trips [8] - Popular international destinations such as Canada, South Korea, and Japan have seen significant price reductions, with some tickets dropping by nearly 20% [8]

Group 1 - Beijing continues to lead the domestic tourism market during the summer season, topping various popular travel destination lists [1][6] - Popular themes for domestic travel include traditional cultural tours, summer retreats, and seaside leisure trips, with destinations like Beijing, Sanya, and Urumqi being highly favored [1] - The graduation travel segment is a significant contributor to summer tourism, with users favoring theme parks, cultural venues, and popular attractions in Beijing [1] Group 2 - According to Tongcheng Travel, major domestic air travel destinations during the summer include Beijing, Chengdu, and Kunming, with high demand for routes such as Guangzhou-Beijing and Chengdu-Beijing [3] - Railway travel is also popular, with key routes including Shanghai-Beijing and Guangzhou-Changsha seeing increased activity [3] - Beijing ranks first in both family travel and as a major transit city [3] Group 3 - Muniu Homestay reports a significant increase in summer bookings, with county-level homestay orders rising by 76.5% year-on-year, and Beijing being the most popular destination [5] - Family travelers dominate the summer market, with a 200% increase in searches for family-friendly accommodations [5] - Historical cities like Beijing and Xi'an are particularly appealing to family travelers seeking educational experiences [5] Group 4 - Beijing is not only a popular travel destination but also a key source of tourists, with various regions promoting their attractions in the city [6] - Hubei's tourism department recently held promotional events in Beijing, aiming to attract millions of visitors from the Beijing-Tianjin-Hebei region to Hubei [6] - Inner Mongolia also promoted its tourism resources in Beijing, with significant agreements signed to enhance tourism collaboration [6]