游客在永定河畔餐厅的外 酒店预订同样火热，首钢园及周边酒店在赛事期间基本满房。万商花园酒店推出WTT中国大满贯主题 展厅以及特色乒乓主题房间，受到球迷欢迎。 赛场内外，文明引导与志愿服务成为另一道动人风景。800余名志愿者和公共文明引导员坚守岗位，负 责秩序维护、信息咨询、文明宣传等，以热情服务营造"人人都是东道主"的浓厚氛围。 专为球迷开通的WTT球迷巴士在假期期间调整规则，无需票根，所有球迷均可免费乘车。巴士线路将 WTT赛场与模式口、商场酒店及重要交通节点串联起来，方便球迷在观赛之余体验石景山的文化和商 业活力，进一步带火全区的文旅热潮。每天，一趟趟球迷巴士满载出行，带着球迷"观看一场赛、玩遍 一座城"。 为迎接赛事，10月1日，首钢园试运行全新配套商业体——融石广场（R+生活中心），十余家首店亮 相，吸引众多年轻人。商场三层的"上城街"文化艺术展同步开展，将首钢的工业文化内核艺术化表达为 可以实景体验的潮流街区。 位于首钢滑雪大跳台南广场的大满贯公园也是球迷必到之地。大屏幕前的草坪观赛区一座难求。旁边的 文创商店，从早到晚都排着长队，肖像球、明星球衣等都是热门单品。下午的球员见面会仅限100名观 众， ...

央视网消息：从多家平台的数据来看，这个国庆中秋假期，机票、酒店、景区门票等核心产品的预订量均大幅超越2024年同期。与 此同时，记者注意到，不少地方创新启用了0元预订的"信用游"，提升游客在出行预订中的体验感。 这两天，在世界文化遗产地——黟县西递、宏村的古村落，不少游客慕名而来，感受徽州的千年文脉魅力。而当地推出的0元预 订"信用游"更成为吸引游客的一大亮点。 游客在预定景区门票、酒店的时候，可凭借信用免押金，实现"先游玩后支付"。如果游客因故无法出行需要退订，订单可以直接取 消退回信用额度。 河北游客邓艳表示，以前出来玩，都要排队买票，又退订，又交押金，现在有"信用游"之后，就是先游玩，再统一结账，让她既省 心又安心。 据了解，这种"先游后付"的新模式对年轻消费群体的吸引力尤为明显。 休宁县齐云山生态文化旅游度假区线上销售负责人毕世权介绍，从数据来看，青年消费客群的比例从原先的20%，提升到现在45% 左右。同时，也刺激了景区的二次消费和复购率，也提升了景区的口碑。 如今，"信用游"已经拓展到黄山200多家酒店、50多家景区。截至目前，黄山通过"先游后付"模式支付的旅游订单已经超过了30万 单。 ...

随着数字时代的到来，信用免押租车、在线预订酒店等网络消费方式日益受到游客青睐。然而，便捷背 后也潜藏着"数字陷阱"。黄金周前夕，南都记者盘点了广州互联网法院审理的相关案例，分析其典型特 征。 【案例一】 "信用免押"租车发生事故未经同意划扣用户6000元 2020年11月7日，王某通过某租车平台预订租车服务并支付服务费208元。下单时，王某使用"信用免 押"服务，商家为其免除租车押金3000元及违章押金3000元。 【法官说法】 服务协议里应明确扣款情形、流程 广州互联网法院主审法官指出，当前，越来越多的企业接入网络支付平台以"信用免押"模式向消费者提 供租赁服务。 故租车平台仅依据车辆出租方出具的授权文件，向网络支付平台发出划扣王某支付宝账户资金的指令， 缺乏合同依据。 法院遂依法作出判决，租车平台应当退还王某划扣的款项6000元。 次日，王某驾驶租赁车辆发生涉水事故。因租赁车辆未投保涉水险，王某与车辆出租方就损失赔偿问题 发生纠纷。 随后，租车平台根据车辆出租方申请，于2021年1月6日，通过网络支付平台划扣王某银行账户6000元。 王某要求租车平台退款未果，于2021年4月9日将租车平台诉至广州互联网法 ...

据初步测算，2025年国庆假期第二天（10月2日），全省4A级及以上景区接待游客461.5万人次，同比增 长4.2%（按可比口径，下同）；纳入监测的14段古驿道沿线重点区域接待游客61.6万人次，同比增长 3.2%；纳入监测的13家红色旅游经典景区接待游客35.9万人次，同比增长2.4%；纳入监测的100个乡村 旅游点和历史古村落接待游客40.7万人次，同比增长3.1%；纳入监测的80个重点公共文化机构接待市民 游客34.1万人，同比增长1.4%。 "二次元"盛会点燃全链条消费 10月2日，CICF中国国际漫画节动漫游戏展、AGF亚洲游戏博览会在广州保利世贸博览馆盛大开幕，持 续至10月5日，主会场面积达8.2万平方米，预计主会场观众人次将突破45万。 2025CICF×AGF现场 10月2日，在广东省第一个世界长寿乡、有"全域天然氧吧"之称的梅州蕉岭县，2025蕉岭县徒步活动 （蓝坊站）在程官村文体广场拉开帷幕，单程约8公里，现场吸引了约300名当地群众及周边城市的徒步 爱好者参与。据悉，活动以"森呼吸·漫徒步，邂逅健康氧吧"为主题，希望为参与者提供亲近自然、锻 炼身体的机会，并展现体验蕉岭的生态资源及和美 ...

Core Insights - The "Super Golden Week" during the National Day and Mid-Autumn Festival has seen unprecedented enthusiasm in the tourism market, with significant increases in travel demand and passenger volumes across various transportation sectors [1][3][6] Transportation Sector - The Civil Aviation Administration of China predicts that air passenger transport during the holiday will reach 19.2 million, a year-on-year increase of 3.6%, marking the highest level for this period [1] - The railway sector anticipates sending 219 million passengers from September 29 to October 10, with October 1 expected to be the peak travel day [1] - Eastern Airlines plans to operate over 3,200 flights on the first day of the holiday, carrying more than 460,000 passengers, with international routes performing particularly well [3][6] Hotel and Accommodation Sector - Hotel booking rates for the holiday have increased by 3 percentage points compared to last year, with first-tier cities like Beijing leading in bookings [9] - Specific hotels in cities like Changsha have seen occupancy rates rise by 20% compared to the previous year, indicating strong demand for accommodations [9] Tourist Attractions - Popular tourist destinations have experienced a surge in visitors, with the Forbidden City seeing a 150% increase in visitor numbers compared to normal days [2] - The top ten attractions for ticket bookings include natural parks and theme parks, with significant interest in places like Jiuzhaigou and Universal Studios Beijing [2] Emerging Trends - There is a notable shift towards "reverse tourism" and lesser-known destinations as travelers seek to avoid crowded hotspots, with searches for small destinations increasing by over 110% [11] - The demand for "AI route planning" and "AI travel itinerary" services has surged, reflecting travelers' desire to optimize their holiday experiences [11] Cruise Industry - The domestic cruise market is gaining traction, with the launch of the "Aida Magic City" cruise receiving strong demand, indicating a growing interest in cruise travel [13][14] - The international cruise market remains cautious, with MSC Mediterranean Cruises planning to return to China in 2026, reflecting a strategic approach to market re-entry [15][16] Theme Parks - Theme parks are experiencing a significant influx of visitors, with major parks like Shanghai Disneyland and Universal Studios Beijing implementing promotional activities to attract guests [18][19] - The overall performance of theme parks during the holiday is expected to be better than last year, with a projected growth of up to 10% in visitor numbers for well-known parks [23]

Industry Insights - The hotel industry is experiencing a recovery in demand, with a narrowing decline in RevPAR year-on-year for September. Mid-range and high-end hotels are outperforming economy hotels, and business demand is showing a clear upward trend. The upcoming holiday period is expected to see an increase in both volume and pricing, with RevPAR projected to achieve mid-single-digit growth year-on-year [2] - In the real estate sector, the top 100 companies have a total land acquisition amount of 727.8 billion, representing a year-on-year increase of 36.7%. The growth rate has expanded by 8.7 percentage points compared to the previous months. In September, some real estate companies acquired large-scale land through purchases, with state-owned enterprises dominating the land acquisition [2] - Several packaging paper companies have announced a new round of price increases, with some companies issuing price increase notices for corrugated paper and other types of packaging paper ten times since August, with each increase ranging from 300 to 500 yuan per ton. The demand surge during the holiday season, combined with rising raw material prices, is driving up the cost of paper [2] Company Developments - BYD reported September sales of 396,300 new energy vehicles, a decrease from 419,400 units in the same month last year [3] - Xpeng Motors delivered 41,581 new vehicles in September, marking a year-on-year increase of 95% and a month-on-month increase of 10%, achieving a record monthly delivery of over 40,000 units [3] - Leap Motor achieved a new delivery record of 66,657 units, with a year-on-year growth of over 97%, marking the first time monthly sales exceeded 60,000 units [3] - Li Auto delivered 33,951 new vehicles, while Lantu delivered 15,224 units. NIO delivered 34,749 new vehicles, reflecting a year-on-year increase of 64% [3] - Xiaomi's vehicle deliveries exceeded 40,000 units, and Zeekr delivered 51,159 vehicles, representing a year-on-year growth of 8.5% [3] Regulatory Updates - The Hong Kong Monetary Authority has received applications for stablecoin licenses from 36 institutions, including banks, tech companies, and payment agencies. The authority aims to review these applications and announce the first batch of stablecoin issuers by early next year, with a high threshold for license issuance [4]

扬子晚报网10月1日讯(记者王夕悦)2025年国庆中秋长假首日，南京文旅迎来"开门红"，交出了一份"人 气爆棚"的亮眼成绩单。据南京智慧旅游大数据监测平台显示，10月1日，全市景区景点、文博场馆、乡 村旅游、国家级夜间文旅消费集聚区等监测点接待游客量232.6万人次，按可比口径较去年同期上升 9.8%。 校对胡妍璐 值得一提的是，多项文旅活动的举办进一步助推了旅游热度。受第十四届咪豆音乐节启幕及三场大型烟 花秀带动，溧水天生桥景区、金牛湖景区、江苏园博园、高淳国际慢城首日接待游客量增速明显。 在众多景区中，部分热门景点表现尤为突出。游客接待量前五的景区分别是：夫子庙-秦淮风光带、钟 山风景区、玄武湖景区、总统府景区、红山森林动物园。其中，钟山风景区、玄武湖景区、牛首山文化 旅游区首日接待量分别同比增长16.9%、47.6%和47%。 游客量的增加也带动了住宿市场的火热。假期第一天，全市星级饭店和部分品牌酒店平均入住率75%。 其中，香格里拉大酒店、苏宁钟山国际高尔夫酒店、南京涵碧楼酒店、南京园博园英迪格酒店、南京园 博园voco酒店、南京园博园黄花岸酒店黄埔大酒店等多家酒店满房。 其中，外地游客成为主力，占比 ...

看好后续头部酒店集团RevPAR同比缺口继续收敛，并有望于明年实现持平甚至转正，重视配置窗口。 建议把握两条投资主线：短期行业处于触底回升阶段，建议布局四季度具备明确催化（零售双十一）、 酒店和零售业务成长确定性高的企业；中期周期改善回升维度，建议配置充分受益于商务需求回暖与行 业集中度提升，同时持续推进组织进化和产品优化的企业。当前酒店行业估值处于合理略低区间，龙头 具备较强的配置价值。 新京报贝壳财经讯 10月1日，据"中信证券研究"公众号消息，当前酒店行业呈现需求复苏、供需再平 衡、龙头份额加速提升阶段。需求端，9月行业RevPAR（每间可供出租客房产生的平均实际营业收入） 同比降幅继续收窄，中端、中高端优于经济型、一线与新一线优于下沉市场，商务需求回暖趋势明确。 中秋国庆假期预订呈现量价齐升态势，且品质化消费趋势明显，酒店行业RevPAR同比有望实现中高个 位数增长。供给端保持较快增长，但结构显著分化，经济型和下沉市场成为主要增长极，头部企业增速 领先同行。 编辑 王琳琳 ...

中信证券指出，当前酒店行业呈现需求复苏、供需再平衡、龙头份额加速提升阶段。需求端，9月行业 RevPAR（每间可供出租客房产生的平均实际营业收入）同比降幅继续收窄，中端、中高端优于经济 型、一线与新一线优于下沉市场，商务需求回暖趋势明确。中秋国庆假期预订呈现量价齐升态势，且品 质化消费趋势明显，酒店行业RevPAR同比有望实现中高个位数增长。供给端保持较快增长，但结构显 著分化，经济型和下沉市场成为主要增长极，头部企业增速领先同行。我们看好后续头部酒店集团 RevPAR同比缺口继续收敛，并有望于明年实现持平甚至转正，重视配置窗口。建议把握两条投资主 线：短期行业处于触底回升阶段，建议布局四季度具备明确催化（零售双十一）、酒店和零售业务成长 确定性高的企业；中期周期改善回升维度，建议配置充分受益于商务需求回暖与行业集中度提升，同时 持续推进组织进化和产品优化的企业。当前酒店行业估值处于合理略低区间，龙头具备较强的配置价 值。 ...

Core Viewpoint - The hotel industry is currently experiencing a recovery in demand, a rebalancing of supply and demand, and an accelerated increase in market share for leading companies [1] Demand Side Summary - In September, the industry's RevPAR (Revenue Per Available Room) saw a continued narrowing of the year-on-year decline, with mid-range and mid-to-high-end hotels performing better than economy hotels, and first-tier and new first-tier cities outperforming lower-tier markets [1] - There is a clear trend of recovery in business demand, with bookings for the Mid-Autumn Festival and National Day holidays showing an increase in both volume and price, alongside a noticeable trend towards quality consumption [1] - The hotel industry's RevPAR is expected to achieve a year-on-year growth in the mid-single digits [1] Supply Side Summary - Supply is maintaining a rapid growth rate, but there is significant structural differentiation, with economy hotels and lower-tier markets being the main growth drivers [1] - Leading companies are experiencing faster growth compared to their peers [1] Investment Recommendations - The industry is in a bottoming recovery phase, with a recommendation to invest in companies with clear catalysts in the fourth quarter (e.g., retail events like Double Eleven) and those with high certainty of growth in hotel and retail businesses [1] - For the medium term, it is advised to invest in companies that will benefit from the recovery in business demand and the increase in industry concentration, while also focusing on organizational evolution and product optimization [1] - The current valuation of the hotel industry is in a reasonable, slightly low range, with leading companies possessing strong investment value [1]