【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇10月9日｜经文化和旅游部数据中心测算，国庆中秋假日8天(10月1日至10月8日)，全国国内出游 8.88亿人次，国内出游总花费8090.06亿元。据此计算，2025年国庆假期人均每日消费113.9元，同比下 滑13%，相当于2019年同期的95.9%。 ...

Investment Rating - The industry investment rating is "Outperform the Market" [12] Core Insights - The National Day and Mid-Autumn Festival holiday saw an increase in travel radius, with a total of 2.432 billion cross-regional trips expected, averaging 304 million trips per day, a year-on-year increase of 6.2% [7] - The outbound tourism market is thriving, with popular destinations including Japan, Thailand, Malaysia, South Korea, and Singapore, and a significant increase in bookings for less traditional destinations [6][8] - The long holiday period has driven growth in long-distance travel, with a notable increase in hotel bookings in non-first-tier cities, reflecting a shift in consumer preferences [8][9] Summary by Sections Travel Demand - The holiday period led to a significant increase in travel demand, with the average spending per trip rising by 14.6% compared to last year [7] - The number of outbound travelers is expected to exceed 2 million per day during the holiday, with a year-on-year increase of 25.8% in total outbound trips [6] Regional Tourism Growth - New transportation projects have boosted tourism in related regions, with some scenic spots experiencing search interest increases of up to 227% [9] - Cities like Shanghai and Hunan reported substantial increases in tourist numbers, with Shanghai receiving 25.485 million visitors, a 19.74% increase year-on-year [10] Investment Opportunities - The report suggests focusing on travel-related companies that are likely to benefit from the ongoing tourism boom, including OTA platforms like Trip.com and leading hotel chains [10]

Summary of Key Points Core Viewpoint - The National Immigration Administration reported a significant increase in inbound and outbound travel during the National Day and Mid-Autumn Festival holiday, indicating a recovery in the tourism sector and a growing trend in international travel. Group 1: Overall Travel Statistics - A total of 16.34 million inbound and outbound trips were recorded nationwide during the holiday, averaging 2.04 million trips per day, which is an 11.5% increase compared to the same period last year [1] - The peak day for travel was October 4, with 2.35 million trips [1] Group 2: Foreign Visitors - Foreign visitors accounted for 1.43 million trips, marking a 21.6% increase year-on-year; 751,000 of these were inbound visitors, with 535,000 entering under visa exemption policies, reflecting increases of 19.8% and 46.8% respectively [3] - The total number of transportation vehicles checked for entry and exit was 744,000, up 11% from last year [3] Group 3: Regional Highlights - In Beijing, over 500,000 trips were recorded, with a flight increase of 11.7% [4] - Hainan saw a 15.1% increase in travel, with 55,100 trips, supported by visa-free policies for citizens from 59 countries [7][9] - Zhuhai reported over 5.4 million trips, a 7% increase, with significant traffic through the Hong Kong-Zhuhai-Macao Bridge [10][12] - Shanghai experienced record highs with 5879 flights and 914,000 travelers, reflecting increases of 10.6% and 19.4% respectively [13][15] Group 4: Economic Impact - Inbound tourism in Beijing generated 1.23 billion yuan in spending, a 54.1% increase, with retail sales in duty-free shops exceeding 22 million yuan, more than doubling year-on-year [6] - Guangzhou's duty-free sales reached 315 million yuan during the holiday, with a 16% increase in sales value for the first three quarters of the year [20][21]

国庆、中秋假期期间，上海消费市场热力十足。据上海市商务委提供的数据，假期8天，上海线上线下 消费支付金额796亿元，同比增长3.0%，重点商圈销售额同比增长10.2%。此外据平台数据显示，上海 地区餐饮销售额同比增长7.5%。赛事经济、票根经济等消费新场景，不仅增添了假日消费活力，更为 文旅商体联动精准赋能。（央视新闻） ...

Core Insights - The National Day and Mid-Autumn Festival holiday saw 888 million domestic trips, an increase of 123 million compared to the 2024 National Day holiday [1] - Total domestic travel expenditure reached 809 billion yuan, up by 108.19 billion yuan from the previous year [1] Group 1: Cultural and Tourism Trends - The "cultural and tourism integration" trend is gaining momentum, with innovative expressions of traditional culture [1] - In Luoyang, a collaborative approach among museums has enhanced visitor engagement and addressed the fragmentation of cultural resources [1] - The "Dream of the Red Chamber" themed park in Langfang offers an immersive experience, blending reality and performance [3] Group 2: Technological Innovations - The integration of technology in tourism is creating new consumer experiences, as seen in Shenzhen's robot-themed district [5] - Beijing has introduced ten industrial technology-themed travel routes, featuring robot-operated services in restaurants and showrooms [7] Group 3: Film and Entertainment Integration - The film market remains robust, with box office earnings of 1.835 billion yuan and 50.07 million attendees during the holiday [9] - Innovative combinations of film with tourism, food, and cultural experiences are emerging, enhancing consumer engagement [12] Group 4: Sports and Events - Sports events are becoming a significant driver of consumption and economic growth during the holiday period [14] - Various sports competitions, such as basketball leagues and tennis matches, have attracted large audiences and boosted local economies [14][16] Group 5: Policy Support - Government policies are playing a crucial role in stimulating holiday economic activity, with initiatives like personal consumption loan subsidies and consumption vouchers [15][17][19] - These measures are designed to enhance consumer confidence and spending, contributing to the overall vitality of the market [19]

Core Viewpoint - The tourism market in Guangxi has shown resilience during the National Day and Mid-Autumn Festival holiday despite the impact of typhoons, with cross-border tourism and cultural experiences standing out as key highlights [1][3]. Group 1: Tourism Performance - The tourism sector in Guangxi maintained stable operations during the holiday, effectively responding to the challenges posed by typhoons "Bolaoi" and "Maidam" [1]. - Cross-border tourism emerged as a significant highlight, with the resumption of the flight route from Seoul to Guilin after a two-year hiatus, achieving a seat occupancy rate of over 70% during the holiday [3]. Group 2: Cultural and Recreational Activities - Over 500 key cultural and tourism activities and more than 230 measures to benefit the public were launched during the holiday, focusing on immersive experiences themed around "Family and Country under the Bright Moon" [4]. - Various regions developed themed routes and activities, such as historical experiences in Guilin and intangible cultural heritage events in Yangshuo, enhancing visitor engagement with local traditions [4]. Group 3: New Tourism Trends - New tourism formats like low-altitude flights and rock climbing gained popularity, showcasing the integration of night economy and cultural tourism [4]. - Unique offerings such as cycling in Beihai and ethnic performances in Liu Zhou attracted tourists, highlighting the diversity of experiences available [4].

Group 1 - The U.S. government shutdown has led to 750,000 federal employees being forced into unpaid leave, impacting various sectors including tourism, which has lost over $1 billion in a week [1][2][19] - The shutdown has caused significant delays in multiple U.S.-China cooperative projects, particularly in infrastructure and renewable energy, affecting around 20 Chinese companies due to halted approvals and frozen funds [1][3][19] - The tourism industry is experiencing immediate financial losses, with hotel bookings canceled and tourist attractions closed, resulting in a sharp decline in income for tourism workers [1][19] Group 2 - The political standoff is not only a domestic issue but also has international ramifications, as the shutdown disrupts ongoing collaborations between the U.S. and China [1][3] - The Trump administration is using the shutdown as a political tool, with plans for significant federal layoffs and the freezing of funds for projects in Democratic-leaning states, exacerbating political divisions [7][9][19] - Public sentiment is shifting against the Republican Party and Trump, with a significant drop in trust towards the federal government, indicating a potential long-term impact on political dynamics [15][19]

(经济观察)中国"双节"民众出行热情空前高涨 假日经济显活力 中新社北京10月9日电 题：中国"双节"民众出行热情空前高涨 假日经济显活力 中新社记者 刘文文 为期8天的中秋国庆假期已落幕。中国交通运输部最新数据显示，10月1日至8日，预计全社会跨区域人 员流动量将达24.32亿人次，创历史同期新高。假日期间，铁路、公路、民航、水运客流量全线飙升， 民众出行热情空前高涨，折射出假日经济的蓬勃活力。 交通新线串联"黄金旅游带" 近期密集开通的交通线路，不仅大幅提升了跨省旅行的效率，更将沿线热门景区"串珠成链"，催生出多 个区域黄金旅游带，为假日出行注入新动能。 据不完全统计，9月新开通的重大交通项目包括九绵高速、襄荆高铁、沈白高铁、花江峡谷大桥、常泰 长江大桥等。其中，花江峡谷大桥凭借"横竖都第一"的独特优势备受瞩目。桥上规划的蹦极、跳伞等低 空旅游项目，以及空中咖啡厅等创新业态，成功将这座大桥变为玩法新颖的热门旅游打卡地。 9月28日，世界第一高桥——贵州六枝至安龙高速公路花江峡谷大桥正式通车运营。(无人机照片) 中新 社发 龙建睿 摄 受花江峡谷大桥通车带动，假日期间，花江大峡谷景区搜索热度大幅增长；与此同 ...

Core Insights - The recent "Double Festival" holiday in China saw unprecedented enthusiasm for travel, with an estimated 2.432 billion trips taken from October 1 to 8, marking a historical high for this period [1] Group 1: Travel Trends - The opening of new transportation lines has significantly improved inter-provincial travel efficiency and created multiple regional "golden tourism belts," injecting new momentum into holiday travel [2] - Major transportation projects opened in September include the Jiunmian Expressway, Xiangjing High-speed Railway, and Huajiang Canyon Bridge, which has become a popular tourist destination due to its unique features and innovative tourism offerings [2][4] Group 2: Tourist Preferences - There is a growing trend among tourists to seek less crowded destinations, with many preferring the authentic local experiences found in smaller cities [5][6] - Non-first-tier cities are leveraging their core attractions to create diverse and engaging tourism experiences, leading to a rise in interest in "small city hot spots" [6] Group 3: Evolving Travel Experiences - Traditional sightseeing is being replaced by immersive experiences, with activities such as island cycling, intangible cultural heritage experiences, and night-themed performances gaining popularity [7] - Long-distance travel has become a notable trend, with cities like Beijing, Chengdu, and Shanghai ranking among the top domestic travel destinations, while orders for travel to remote areas like Urumqi and Lhasa have seen significant increases [7] Group 4: Emerging Destinations - New and unexpected tourist destinations have gained popularity, with places like Jingdezhen seeing a 60% increase in travel orders due to viral marketing, and Luzhou's music festival boosting local tourism by 45% [9] - The shift in consumer demand towards experiential travel reflects the maturation and high-quality development of the Chinese tourism market [9]

记者：徐壮、周玮 文化和旅游部10月9日公布2025年国庆中秋假期文化和旅游市场情况。经测算，假日8天，全国国内 出游8.88亿人次，较2024年国庆节假日7天增加1.23亿人次；国内出游总花费8090.06亿元，较2024年国 庆节假日7天增加1081.89亿元。 假期中，群众情怀激荡，竞相出游。人们升国旗、唱红歌；赏秋景，庆团圆；传统文化焕发活力， 国潮非遗出新出彩，景区"宠客"蔚然成风。文旅消费热力十足，人文经济共生共荣。 ...