截至目前，已有多个省份相继公布了今年国庆中秋假期的文旅"成绩单"。 据北京日报客户端报道，国庆中秋假期，北京文旅市场吸引力强劲，热度持续攀升，累计接待游客2509.4万人次，实现旅游总花费316.5亿元，同比 分别增长3.6%、4.7%。游客接待量排名前十的景区（地区）：天安门地区、王府井、奥林匹克公园、西单、亮马河国际风情水岸、前门大街、天坛 公园、南锣鼓巷、什刹海风景区、颐和园。 10月8日，上海市文化和旅游局透露，"双节"期间，据上海旅游大数据监测，上海共接待游客2548.50万人次，同比增长19.74%（按可比口径，以下 同）；上海宾馆旅馆平均客房出租率为63.70%，同比增长3.9个百分点。 据广东省文化和旅游厅初步测算，2025年国庆中秋假期8天，广东全省接待游客6517.6万人次，较2024年国庆假期7天增长11.5%；实现旅游收入 613.2亿元，增长14.2%。全省4A级及以上景区接待游客2421.9万人次，增长16.5%；纳入监测的14段古驿道沿线重点区域接待游客365.5万人次，增 长14.8%；纳入监测的13家红色旅游经典景区接待游客190.3万人次，增长14.7%；纳入监测的100个 ...

国庆中秋假期重庆迎客超2700万人次 中新网重庆10月9日电 (记者 钟旖)记者9日从重庆市文化和旅游发展委员会获悉，2025年国庆、中秋假 日期间，重庆文化旅游市场表现强劲，位居全国热门旅游城市前十，"假日经济"活力充分释放。 数据显示，该市游客接待持续走高。10月1日至8日，重庆共接待国内游客2701.59万人次，按可比口径 同比增长4.2%；国内游客花费196.14亿元，按可比口径同比增长11.4%。全市重点监测的130家景区累计 接待游客1079万人次，按可比口径同比增长11.2%。 排名前五的景区分别为：洪崖洞民俗风貌区105.9万人次，磁器口古镇102.3万人次，美心红酒小镇101.2 万人次，武隆喀斯特旅游区78.5万人次，重庆动物园53万人次。 全市重点监测的10家旅游休闲街区接待游客同比增长9.6%；接待人数排名前三分别为：渝中区十八梯 传统风貌区106.1万人次，南岸区弹子石老街80.0万人次，南岸区龙门浩老街55.1万人次。 文艺演出市场方面，重庆29家主要剧场和重点演艺新空间累计演出567场，按可比口径同比增长 15.4%；累计接待观众约16.57万人次，按可比口径同比增长17.6%。 ...

Core Insights - The trend in tourism during the National Day and Mid-Autumn Festival has shifted from traditional sightseeing to personalized and immersive travel experiences, with travelers seeking emotional value and cultural understanding [1][5][8] Group 1: Travel Trends - Self-driving trips have gained popularity, with car rental orders increasing by over 20% year-on-year, reflecting a move towards experiential travel [1] - Long-distance travel orders have increased, with domestic long-distance travel orders rising by 3 percentage points compared to last year [5] - Popular destinations include first-tier and new first-tier cities, with hotel bookings in these areas seeing significant growth [2] Group 2: Tourist Behavior - Tourists are increasingly willing to pay for valuable experiences, as evidenced by the rise in bookings for boutique small group tours and customized travel services [1][8] - There is a notable increase in the number of foreign tourists visiting places like Guilin, attributed to the implementation of visa-free policies [3] - Many travelers are opting for less crowded destinations to enhance their travel experience, indicating a shift towards seeking tranquility and unique experiences [7][8] Group 3: Market Data - Hotel booking heat in over 30 districts has increased by more than 100% year-on-year, with specific areas like Pingtan County and Horgos City seeing the highest growth [2] - The overall tourist flow in Hunan Province reached 15.96 million during the holiday, marking a 51.98% year-on-year increase [3]

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 文化和旅游部10月9日公布 2025年国庆中秋假期 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。 记者：徐壮、周玮 海报制作：吴彬尔 新华社国内部出品 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 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。 ...

Core Insights - The ASEAN+3 region demonstrates economic resilience amid global uncertainties, driven by robust internal demand and regional trade [1][3] - AMRO forecasts economic growth for ASEAN+3 to reach 4.1% in 2025 and 3.8% in 2026, reflecting upward revisions from previous predictions [1][3] - The region's strong economic performance in the first half of 2025, particularly in exports, has created favorable conditions for recovery [1][3] Economic Growth - ASEAN+3 economies achieved approximately 4.3% growth in the first half of 2025, supported by both domestic demand and exports [3] - The region's export growth was approximately 7% year-on-year in the first half of 2025, primarily driven by demand for electronic products [3] - The growth forecast for ASEAN is expected to slow from 4.9% in 2024 to 4.6% in 2025 and 4.3% in 2026 [3] Export Performance - The semiconductor sector has shown significant growth, with ASEAN+3 semiconductor exports increasing by 10.9% in the first half of 2025, driven by a 19.2% year-on-year growth in the global chip market [3][4] - Despite overall export growth slowing, strong demand for AI-related chips continues to offset weaknesses in other sectors [3][4] Service Trade and Tourism - The tourism sector has rebounded, with visitor numbers surpassing pre-pandemic levels, providing strong support for domestic demand and employment [4] - Recent data indicates a stabilization in tourism, despite short-term disruptions from natural disasters and security incidents [4] Risks and Challenges - AMRO warns of four major downside risks that could significantly impact the baseline forecasts for 2025 and 2026, including potential escalation of protectionist policies [5][6] - The risk of a slowdown in major economies, particularly the U.S., could weaken consumer and investor confidence, affecting regional economic activity [5][6] - Global financial market volatility and potential spikes in commodity prices due to geopolitical tensions pose additional risks to the region's economic stability [6] Policy and Stability - AMRO emphasizes that ASEAN+3 economies are relatively well-positioned to navigate global headwinds, supported by a robust banking system and adequate foreign exchange reserves [6] - The combination of well-designed policy measures and strong fundamentals provides a critical buffer against external shocks [6]

Core Insights - The National Day and Mid-Autumn Festival holiday has significantly boosted long-distance travel, with OTA platforms reporting a notable increase in both domestic and outbound travel orders [1] - Ctrip indicates a rise in the proportion of domestic long-distance travel orders, while outbound long-distance travel, particularly to Europe, has seen orders double [1] - Qunar reports substantial year-on-year growth in hotel bookings for popular cities and outbound flight reservations [1] Domestic Travel Trends - Popular domestic travel destinations include Beijing and Chengdu, with a marked preference for outbound travel to Japan and Thailand [1] - There is a significant increase in deep travel orders to Europe [1] - The average spending per traveler has risen, with Fliggy reporting a 14.6% year-on-year increase in travel expenditure during the holiday [1] Industry Growth - As of now, there are over 2.599 million tourism-related enterprises in China, with approximately 281,000 new registrations in 2025 [1] - The registration trend for tourism-related companies has shown high growth levels over the past five years, except for a notable decline in 2022 [1] - The provinces with the highest number of tourism-related enterprises are Guizhou, Guangdong, and Shandong, collectively accounting for over 636,000 companies, or 25.5% of the total [1]

以下文章来源于星海情报局 ，作者星海老局 星海情报局 . 关注国产替代和中国品牌出海，每年写100个中国品牌案例，见证中国产业崛起！ 本文来自微信公众号： 星海情报局 （ID：junwu2333） ，作者：星海老局，题图来自：AI生成 最近国庆假期，不少兄弟姐妹们都出门旅游了，想必有不少人也都闻过景区门口淀粉肠摊子上的油烟 味——这东西神奇就神奇在：不管你去哪个城市旅游，不论你是在北京的南锣鼓巷还是成都的宽窄巷 子，不论你是在杭州的西子湖畔还是在咸阳的兵马俑博物馆门口，大概率都闻到过这种略带腥气的油 烟味道。 这玩意儿居然也能做到标准化，确实堪称是一大奇迹。 不过，这种全国统一的淀粉肠气味，其实也侧面反映出了许多地方文旅项目的通病—— 极为严重的 同质化。 散发着油腥味的淀粉肠从来都不是单独出现的，它往往坐落在各种仿古街上，旁边立着一块"我在XX 很想你"的路牌，以这个摊子为圆心，三十米范围内总会有那么一两家汉服体验馆，三四个非遗摊 子，当然也少不了各种卖冰箱贴、文玩、烤鱿鱼、臭豆腐的摊位。 AI生成的都已经变成这样了，可见刻板印象之深 刻 是应该怪地方政府外行指导内行？还是应该怪无良资本劣币驱逐良币？ 不能 ...

惠民便民措施激发消费潜力。全国举办超2.9万场文旅活动，发放超4.8亿元消费补贴。京津冀"旅游景区 联票"推动区域文旅资源共享。广东、甘肃、重庆等地机关食堂、停车场向游客开放，河南老君山、山 西晋城司徒小镇等景区推出平价餐饮，贴心服务让游客暖意十足。甘肃敦煌莫高窟启用新一代数字导览 系统，杭州西湖、贵州花江峡谷大桥等景区应用智能预约、拥堵预警等技术，为游客提供实时信息参 考，以智慧管理提升服务效能。 原标题：国庆中秋假期国内出游8.88亿人次 总花费超8090亿元 编辑：杨四海 责编：廖异 央视新闻消息，2025年国庆中秋假期，各地推出丰富多彩的文化和旅游产品、服务、活动，全国文化和 旅游市场总体平稳有序。经文化和旅游部数据中心测算，国庆中秋假日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。 国庆中秋叠加市场热度攀升。各地红色旅游景区创新展陈方式和体验活动，江西井冈山、陕西延安、湖 南长沙橘子洲头、浙江嘉兴南湖等地游客云集，市民游客在参观旅游中涵养家国情怀。丰收、中秋主题 备受青睐，江西婺 ...

Group 1 - During the National Day and Mid-Autumn Festival holiday, Tianjin received a total of 22.1959 million tourists, representing a year-on-year increase of 5.7% compared to the same period in 2024 [1] - Tourist spending in Tianjin reached 21.575 billion yuan, which is a year-on-year increase of 13.2% compared to the same period in 2024 [1]

Domestic Macro - The domestic macroeconomic landscape shows distinct characteristics in consumption and industrial policy, with a shift towards rational travel decisions during the National Day holiday, as overall travel intensity was lower than during the May Day holiday [1][6] - The tourism market is evolving towards diversification and personalization, with traditional attractions losing some popularity while niche tourism options like "inter-provincial border tours" and "border tourism" are gaining traction [1][6] - The expansion of visa-free travel has stimulated outbound tourism, reflecting the release of domestic residents' international travel demand and the positive effects of national tourism opening policies [1][6] Foreign Macro - During the National Day holiday, the U.S. ADP employment and services PMI data were weaker than expected, with a decrease of 32,000 jobs in September, significantly below the expected increase of 51,000 [1][13] - The U.S. services PMI fell to 50, indicating a slowdown in business activity and new orders, which may impact global market sentiment [1][13] Precious Metals - Gold prices reached a historical high, surpassing $4,000 per ounce, driven by concerns over U.S. debt sustainability and demand for risk hedging against the dollar [2][17] - The overall trend for gold remains bullish, supported by expectations of continued market easing following the initial interest rate cuts [2][17] Oil Market - International oil prices fluctuated during the holiday, ultimately stabilizing around pre-holiday levels, influenced by ongoing supply increases and insufficient demand [2][18] - OPEC+ announced an increase in production by 137,000 barrels per day, reflecting a focus on maintaining market share amid competitive pressures [2][18] Film Industry - The National Day box office exceeded 1.5 billion yuan, with several films surpassing 100 million yuan in ticket sales, indicating a strong recovery in cultural consumption [8] - The diversity of content, including various genres, has driven demand, with family-oriented films performing particularly well [8] Industrial Policy - The release of growth stabilization plans by seven major industries before the holiday marks a significant shift towards quality and efficiency improvement rather than mere scale expansion [11] - The focus on supply-demand balance and the integration of artificial intelligence aligns with current technological trends, promoting high-end and intelligent industrial development [11] Overall Economic Outlook - The current domestic macroeconomic environment is characterized by structural optimization and diversified demand in consumption, alongside a commitment to high-quality development in industrial policy, which together create a favorable environment for economic growth [12][12] Key Commodity Trends - LME copper prices rose by 2.85% during the holiday, driven by supply concerns from Indonesia and ongoing tightness in the copper market [19] - LME zinc prices increased by 3.7%, supported by declining inventories and stable processing fees [19] - LME aluminum prices continued to rise, reflecting a tight supply-demand balance and positive macro sentiment [20] Agricultural Products - U.S. cotton prices weakened during the holiday due to market information delays caused by the government shutdown, while domestic cotton prices face pressure from new crop expectations [21] - International sugar prices are expected to remain weak due to increased supply from Brazil, while domestic sugar prices are supported by low inventory levels [22] Shipping Industry - During the National Day holiday, shipping rates increased significantly, with major shipping lines raising prices for the second half of October [48] - The market is expected to enter a phase of competition for the year-end peak season, with attention on the impact of shipping rate adjustments [48]