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产业观察丨预订量同比增长60% 邮轮暑期新战事:主题航次进入差异化竞争深水区
Mei Ri Jing Ji Xin Wen· 2025-06-20 15:12
Group 1: Summer Cruise Demand Surge - The summer cruise market is experiencing a significant increase in demand, with family travel being a major driver, leading to a shortage of family rooms, especially balcony cabins [1][2] - Ctrip reports that cruise product bookings for this summer have surged over 60% year-on-year, with overseas long-haul cruise bookings skyrocketing by 120% [1] - Prices for cruises have remained stable compared to last year, with promotional offers such as "buy one get one free" and "0 yuan to lock in cabin" being utilized to attract customers [1][2] Group 2: Pricing and Booking Trends - The average price for interior cabins on Royal Caribbean's Spectrum of the Seas exceeds 6000 yuan per person during peak season, while Aida's Magic City offers more competitive pricing at around 3500 yuan [2] - The booking rate for cruises is at levels comparable to previous years, with higher prices reflecting increased consumer participation and onboard spending [5] - Royal Caribbean has raised its 2025 full-year forecast based on strong first-quarter revenue performance and continued high demand for vacation tickets [3] Group 3: Innovative Offerings and Themes - Cruise companies are focusing on innovative themes and experiences to attract diverse customer segments, particularly families and the elderly [5][6] - Aida Cruises has introduced culturally themed voyages, integrating Chinese elements into their offerings, such as the "Nezha's Sea Adventure" theme [6][7] - The trend of co-creation and collaboration with local brands is becoming common among cruise companies to enhance onboard experiences [6] Group 4: Market Insights and Future Outlook - The 2025 tourism market is expected to emphasize personalization, experiential travel, and quality, with consumers increasingly valuing cultural experiences [7] - The high-priced招商伊敦号 cruise, priced at 18,000 yuan per person for an 8-day Southeast Asia journey, reflects the willingness of the elderly demographic to invest in deeper travel experiences [7][8] - Viking Cruises emphasizes the importance of tailored products for Chinese consumers, focusing on high-quality, culturally enriching travel experiences rather than relying on discounts [8]