金融界8月5日消息，有投资者在互动平台向众信旅游提问：您好！请问公司的AI+旅游做了哪些方面努 力？谢谢！ 公司回答表示：您好，感谢您对公司的关注。公司在"AI+旅游"领域的探索主要集中在利用人工智能技 术提升服务效率、优化用户体验以及拓展创新业务模式等方面，如公司零售品牌推出的"U 护航"旅游零 售全周期服务方案汇聚自身多年的零售渠道经验，凭借领先的自营产品体系和广泛的供应商网络，依托 大数据、人工智能等数智技术，升级构建智能化服务平台，实现业务流程数字化，助力行业迭代升级。 责任编辑：栎树 ...

Investment Rating - The industry investment rating is "Overweight," indicating that the growth level of the industry is expected to be higher than that of the CSI 300 index over the next six months [4][26]. Core Insights - Financial policies are expected to boost service consumption, with a promising outlook for summer tourism. The combination of seasonal demand, policy support, and AI empowerment is anticipated to drive the tourism market [8][21]. - The summer tourism peak is projected to occur in early July, with family and child travelers making up a significant portion of the demand. The trend of off-peak travel is also highlighted, with specific regions showing increased hotel booking activity [2][20]. Market Performance Summary - The social service sector index experienced a weekly increase of 4.61%, ranking 8th among 31 sectors. The sub-industry performance varied, with professional services leading at 5.70% [1][9]. - Notable individual stock performances included significant gains for companies like Electric Science Institute (16.54%) and Tianmu Lake (14.09%) [1][9]. Industry News Dynamics - The report highlights various initiatives aimed at enhancing tourism experiences, such as the launch of a smart service platform in Zhejiang and promotional activities in Chongqing to attract tourists [22][23]. - The integration of AI technologies in cultural tourism is reshaping visitor experiences, with innovative applications enhancing service efficiency and customer engagement [20][21].

Group 1 - The core viewpoint is that AI technology, represented by DeepSeek, is rapidly penetrating various industries, including tourism, and is driving the digital transformation of the sector [1][2] - During the recent "May Day" holiday, AI applications were prominently featured in tourist destinations, with AI tour guides and platforms providing personalized travel planning and services [1] - Major online travel platforms like Ctrip, Tongcheng, Tuniu, and Mafengwo are integrating AI tools to enhance travel itinerary planning and booking services, leveraging vast data and resources to improve service efficiency and order conversion [1][2] Group 2 - The explosion of "AI + tourism" is a result of both supply and demand factors, with younger generations preferring personalized travel experiences that AI can facilitate [2] - AI helps businesses capture and address consumers' core and personalized needs, reducing customer acquisition costs and fostering innovation in travel products and services [2] - The current application of AI in tourism is still in the experimental stage, with ongoing improvements needed in areas such as reliability, user experience, and commercial transaction processes [3]

Core Insights - The integration of AI technologies, exemplified by DeepSeek, is rapidly transforming the tourism industry, with significant implications for online travel platforms like Tuniu [2][3] Group 1: AI's Impact on the Tourism Industry - AI is expected to have a transformative impact on the tourism sector, potentially surpassing the effects of the transition from PC internet to mobile internet [3] - The information technology advancements in the tourism industry provide a solid foundation for AI applications, which will promote high-quality development [3] - AI is adapting to changing consumer demands, allowing for personalized travel planning and making customized travel experiences more accessible and efficient [4] Group 2: Innovations in Consumer Interaction - AI is expected to bridge the gap between supply and demand, fostering innovation in business models, including new interactive channels like live streaming [4] - The introduction of audio interaction modes and multi-language capabilities will enhance services for inbound and outbound tourism [4] Group 3: Tuniu's AI Development Strategy - Tuniu is focusing on integrating large models with supply chain data to create practical travel solutions, addressing the challenge of aligning AI capabilities with real-world applications [5][6] - The company is employing a strategy of using smaller models for simple queries and larger models for complex tasks, optimizing efficiency and responsiveness [6] Group 4: Launch of AI Assistant "Xiao Niu" - Tuniu launched its AI assistant "Xiao Niu" on April 1, which connects various business needs to different APIs, enhancing user experience in travel planning [7] - The assistant significantly reduces the time required for users to compare prices and plan itineraries, completing the process in under 10 seconds [7][8] - The usage of "Xiao Niu" saw a notable increase during the May Day holiday, particularly in major cities like Nanjing, Beijing, and Shanghai [8] Group 5: Future Directions - Tuniu is leveraging open-source models like DeepSeek and Tongyi Qianwen for its AI development, fostering collaboration and innovation in AI applications [8] - The company aims to continuously innovate in AI applications to enhance the connection between consumers and tourism resources [8]

Core Insights - The upcoming "May Day" holiday is expected to see unprecedented enthusiasm in the cultural tourism market, with travel numbers potentially reaching new highs, reflecting strong domestic demand [1][2] - The integration of artificial intelligence (AI) is transforming consumer habits and pushing travel companies to enhance their resource integration capabilities to meet diverse and personalized needs [1][4] Group 1: Travel Trends - According to Tongcheng Travel, the travel heat during the "May Day" holiday in 2025 may reach the peak levels seen since 2023 [2] - Data from Qunar indicates that this year's "May Day" holiday has seen higher booking volumes for flights, hotels, and tickets compared to the same period in 2024 [2] - The demographic structure of travelers remains similar to previous years, with young people and family trips dominating, and family trips accounting for nearly 40% of total travelers [2][6] Group 2: Cultural and Experiential Tourism - The "cultural + tourism" model continues to gain popularity, with Qunar reporting that every 1 yuan spent on music festival tickets can drive 7-8 yuan in comprehensive consumption in the hosting city [3] - The trend of "traveling with concerts" is becoming increasingly popular among young consumers, reshaping market dynamics and acting as a new engine for urban consumption [3] Group 3: AI Integration in Tourism - The application of AI, such as DeepSeek, is significantly changing internal operations within travel companies, enhancing efficiency in management and service delivery [4] - AI is increasingly being used for trip planning, with users opting for AI-generated itineraries instead of traditional travel guides [4] - The tourism industry is witnessing a shift towards customized travel experiences, driven by AI, which is expected to challenge traditional business models and require companies to improve their resource integration and responsiveness [4] Group 4: Supply and Demand Dynamics - Despite high demand for travel and accommodation during the "May Day" holiday, some regions are experiencing a decline in visitor numbers, affecting local tourism businesses [6] - The overall supply of tourism services has been increasing since 2023, but certain areas are facing oversupply, indicating a shift from resource competition to creativity, branding, and service quality [6] - The high-end market continues to grow steadily, while competition in the mid-range market intensifies, revealing new market potential driven by consumer demand differentiation [6] Group 5: Outbound and Inbound Travel Growth - The outbound travel market is expected to maintain high activity during the "May Day" holiday, with Ctrip reporting a 173% year-on-year increase in inbound travel orders [6][7] - The combination of business and leisure travel is boosting flight availability to Southeast Asia and Japan, while policies like visa exemptions and tax refunds are attracting more foreign tourists to China [6][7]