长线深度游

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旅游行业跟踪报告:居民假期出游热情高涨,入境游持续火热
Mai Gao Zheng Quan· 2025-10-10 10:52
证券研究报告 2025年10月10日 一、民航客运持续恢复,主要机场国际客流显 著回升 二、假期居民出游热情高涨,入境游热度延续 行业评级:优于大市 评级变动:维持 居民假期出游热情高涨,入境游持续火热 ——旅游行业跟踪报告 分 析 师 资格证书 联系邮箱 :钟奕昕 :S0650524030001 :zhongyixin@mgzq.com 请务必阅读报告正文后的重要声明部分 目录 三、服务业景气度延续向好态势 四、重点公司跟踪 请务必阅读报告正文后的重要声明部分 2 一、民航客运持续恢复,主要机场国际客流显著 回升 请务必阅读报告正文后的重要声明部分 3 民航客运量持续回暖,平均机票价格尚不及2019年同期 2025年民航国内票价(元)趋势及同比 4,000 4,500 5,000 5,500 6,000 6,500 7,000 7,500 8,000 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月11月12月 民航客运量 万人 2018 2019 2024 2025 -50% -40% -30% -20% -10% 0% 10% 20% -100 100 300 500 700 900 110 ...
暑期出境游火爆开局:携程办签量创三年新高 家庭亲子、长线深度游成增长引擎
Zhong Guo Min Hang Wang· 2025-06-27 10:17
Group 1 - The outbound tourism market in China is experiencing explosive growth during the summer travel season, with visa application orders increasing by double digits compared to the same period last year, marking a peak in three years [1] - Family and parent-child travel has become a significant trend, with family visa applications increasing by 16% year-on-year, accounting for 22% of total visa orders [2] - Long-haul travel, particularly to Schengen countries, is seeing a strong recovery, with visa applications for destinations like Italy, Norway, and Germany rising by over 80% [2] Group 2 - There are still opportunities for travelers who have not yet applied for visas, with sufficient time available for long-haul countries like Switzerland, Sweden, and Australia, as well as short-haul countries like Japan and Korea [3] - The value of professional visa services is highlighted, as companies like Ctrip provide standardized one-stop visa services, including personalized guidance and mock interview training to improve approval rates [3] - Ctrip has established itself as a benchmark in the visa industry, receiving recognition for its high-quality service and submission volume, including awards from the Australian consulate [4]