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东方财富证券:国庆中秋出行热度或创新高 出境游预订量持续向好
Zhi Tong Cai Jing· 2025-09-19 07:29
Group 1 - The core viewpoint is that the travel demand is expected to increase significantly during the 2025 National Day and Mid-Autumn Festival holiday, with a search volume increase of over 20% year-on-year [1] - Flight bookings for both domestic and international routes show a notable recovery, with domestic flight bookings exceeding 3.26 million per day, up 26% year-on-year, and international bookings exceeding 1.16 million, up 15% [2] - High-quality hotel bookings are experiencing a surge, with a year-on-year increase of 58% for popular hotels and over 20% for high-quality hotels during the holiday period [3] Group 2 - The outbound travel market is benefiting from visa-free policies, with significant increases in travel to South Korea, the Middle East, and Africa, with outbound travel numbers up 130% year-on-year [4] - Investment recommendations include focusing on OTA sectors such as Tongcheng Travel and Trip.com Group, as well as companies in the ice and snow industry like Changbai Mountain and Dalian Shengya, and tourism retail companies like China Duty Free Group and Wangfujing [5]
各地特色“文旅大餐”激发出游热潮 持续释放文旅消费蓬勃活力
Yang Shi Wang· 2025-09-19 05:59
Group 1: Tourism in Guizhou - The Xijiang Qianhu Miao Village in Guizhou's Southeast Guizhou Prefecture is experiencing a peak tourist season, attracting many elderly travelers to experience unique Miao culture [1] - Since the beginning of autumn, over 20 cultural activities have been organized in Xijiang Qianhu Miao Village, including Miao-style photography services, which have drawn numerous visitors [6] - From August 1 to September 16, the Xijiang Qianhu Miao Village received a total of 1.4166 million visitors [9] Group 2: Tourism in Inner Mongolia - Inner Mongolia's Hulunbuir has launched eight themed tourism routes and various travel products to attract visitors as the autumn season begins [10] - A series of tourism-themed activities have been held in the Ewenki Autonomous Banner, showcasing historical culture, ecological sightseeing, and intangible cultural heritage [13] - The designed routes include photography, culinary self-driving tours, ice sports, and folk experiences, promoting the local cultural tourism market [15] Group 3: Tourism in Xiamen - In Xiamen, the prices for flights and hotels have decreased significantly ahead of the double holiday, making it an attractive time for travelers to visit [17] - Since September, domestic flight prices from Xiamen have dropped by an average of 40%, with some international flights seeing a 30% reduction [19] - The combination of the National Day and Mid-Autumn Festival this year has resulted in an 8-day holiday, increasing the popularity of long-distance domestic and international travel [19]
2000万老外低调涌入中国背后
首席商业评论· 2025-09-19 04:26
Core Viewpoint - The article highlights the significant recovery and growth of inbound tourism in China, with foreign visitors increasing dramatically compared to pre-pandemic levels, indicating a shift in the tourism landscape and potential opportunities for the industry [5][10][11]. Inbound Tourism Recovery - Foreign visitors to China have surged, with numbers exceeding 1,916 million in the first half of 2025, representing 71.2% of all inbound tourists [6][10]. - This growth is notable as it approaches the historical peak of inbound tourism in 2019, which was 3,188 million [11]. - The increase in foreign tourists is attributed to the expansion of visa-free policies, leading to a diverse range of reasons for visiting, including business, family visits, and cultural exchanges [11][12]. Comparison with Other Destinations - The scale of inbound tourism in China is comparable to that of Japan, which recorded approximately 2,151 million foreign visitors in the same period [8]. - Other East Asian and Southeast Asian countries also show significant visitor numbers, with Malaysia at 1,926 million and Thailand at 1,661 million [8]. Visitor Demographics and Behavior - A large portion of the foreign visitors are from neighboring countries, such as South Korea and Japan, which may not be easily recognized as tourists due to cultural similarities [12][14]. - The article notes that many foreign visitors are not utilizing traditional travel agencies, instead opting for independent travel, which may lead to a perception that fewer tourists are present [11][12]. Impact on Local Economies - The influx of foreign tourists is beginning to reshape local economies, particularly in less prominent cities that are becoming new hubs for inbound tourism [15][16]. - Cities like Jilin and Sichuan are experiencing increased interest from foreign visitors, leading to adjustments in local tourism strategies and infrastructure [15][16]. Future Opportunities - The article emphasizes the importance of understanding and catering to the needs of foreign tourists to maximize the benefits of the inbound tourism boom [16]. - Companies and local governments are encouraged to enhance service quality and adapt to the changing dynamics of inbound tourism to capture a larger share of this growing market [16].
全国制造业税收“压舱石”作用凸显 文旅市场火热带动旅游业税收增长
Yang Shi Wang· 2025-09-19 04:10
Group 1: Tax Revenue Growth - The latest data from the National Taxation Administration shows that tax revenue has maintained positive growth in the first eight months of this year, with significant recovery in July and August [1] - Manufacturing tax revenue increased by over 5% year-on-year, accounting for more than 30% of total tax revenue, highlighting its stabilizing role in the economy [1] - In Zhejiang Province, manufacturing tax revenue grew by 5.5% year-on-year, with high-tech and high-end equipment manufacturing sectors seeing increases of 15.3% and 10.5% respectively [7][9] Group 2: Manufacturing Sector Developments - A smart equipment manufacturing company in Hangzhou has seen stable growth in business volume, driven by advancements in industrial intelligent vision products applied in the automotive manufacturing sector [3] - The company reported a year-on-year revenue growth of approximately 30% in the first eight months, with successful project deliveries in international markets such as Spain, the United States, and Sweden [5] Group 3: Tourism Sector Performance - The tourism market has experienced significant growth during the summer, with double-digit increases in sales revenue for travel agencies and leisure activities [9] - In Yunnan Province, the tourism sector received 198 million visitors during the summer months, generating over 330 billion yuan in total spending, a year-on-year increase of over 20% [9] - Dali's tourism industry saw a remarkable tax revenue growth of 117.6% in the first eight months, with notable increases in the accommodation and retail sectors [15]
“双节”将近,错峰游、长线游火热升温
Jing Ji Guan Cha Wang· 2025-09-19 03:27
Core Viewpoint - The article highlights the significant drop in ticket and hotel prices ahead of the National Day and Mid-Autumn Festival holidays, leading to increased interest in off-peak travel among consumers [1] Group 1: Price Trends - Airfare for domestic flights departing from Xiamen has decreased by an average of 40% since September, while some international flights have seen price reductions of up to 30% [1] - The overall decline in travel product prices has made off-peak travel more attractive for consumers, offering high cost-performance ratios [1] Group 2: Consumer Preferences - There is a growing preference among citizens for long-distance domestic travel and overseas trips during the upcoming holiday period [1]
对俄免签今日正式启动,珲春迎来免签首日客流,近三成游客凭个人免签入境
Sou Hu Cai Jing· 2025-09-18 20:59
Core Viewpoint - The implementation of China's visa-free policy for Russian passport holders has led to a significant increase in Russian tourists in Hunchun, showcasing immediate benefits for tourism and cultural exchange [1][3]. Group 1: Policy Implementation and Immediate Effects - The visa-free policy for ordinary Russian passport holders officially took effect on September 15, 2025, with nearly 30% of incoming tourists at Hunchun border crossing using the visa-free option on the first day [1]. - The policy is valid from September 15, 2025, to September 14, 2026, targeting various activities such as business, tourism, family visits, and cultural exchanges [1]. Group 2: Tourist Behavior and Preferences - The search volume for flights from Moscow to China increased nearly twofold within half an hour of the policy announcement, with peak searches reaching nearly four times the usual volume [3]. - Orders for inbound travel from Russia during the summer increased by 150%, with popular destinations including Beijing, Shanghai, Sanya, Guangzhou, and Harbin [3]. - Russian tourists favor high-value experiences, such as a 4-day, 3-night trip to Hunchun for 600 yuan, which includes affordable transportation and accommodation [3][9]. Group 3: Local Adaptations and Services - Local businesses have adapted by adding Russian language signage, renovating hotels and restaurants, and training staff in basic Russian [4][8]. - Unique travel experiences have been introduced, such as the "Northeast Asia Long Travel" sightseeing train launched in 2023 [4]. Group 4: Visitor Statistics and Trends - In 2024, customs recorded 667,000 inbound and outbound tourists, a 1.3-fold increase year-on-year, with Russian tourists making up over half of this number [3][9]. - On average, 500 to 1,000 Russian tourists visit daily, maintaining interest even during off-peak seasons [3]. Group 5: Cultural Exchange and Community Impact - Local cultural events, such as performances welcoming visa-free tourists, are being organized to enhance cultural exchange [12]. - The personal stories of Russian tourists highlight the emotional and familial connections facilitated by the new policy, indicating a positive community impact [12].
济宁邹城“片区化打造”,推动乡村振兴高质量发展
Qi Lu Wan Bao· 2025-09-18 16:24
Group 1 - The core idea of the articles revolves around the successful implementation of rural revitalization strategies in Zoucheng City, focusing on the integration of resources and collaborative development among neighboring villages [1][2][3] - Zoucheng City has established 38 unique rural revitalization areas over three years, with two areas recognized as provincial demonstration zones, making Zoucheng one of the first cities in the province to achieve this status [1][2] - The integration of villages into functional committees has led to significant economic growth, with the Zhanglou area reporting a 60% increase in economic income, reaching 500 million yuan [3][6] Group 2 - The establishment of a functional committee in the Zhanglou area has facilitated resource sharing and collaborative development, resulting in a collective economic income of over 5.7 million yuan and creating job opportunities for nearly 3,000 villagers [3][6] - The integration of scattered land into larger farming operations has improved efficiency, with the Maomai area transforming 4,300 people’s fragmented land into 8,500 acres of contiguous farmland, increasing per-acre income by approximately 10% [4][6] - The city has successfully attracted investments exceeding 5 billion yuan for 291 new or improved economic projects within the revitalization areas, enhancing public infrastructure and overall living conditions [7][8]
联合国官员预测:至明年底国际旅游业将持续以3%至5%的速度增长
Zhong Guo Xin Wen Wang· 2025-09-18 14:02
"我们观察2024年亚太地区的数据,国际游客人数达到3.8亿人,收入达4240亿美元。2025年1月至6月, 在旅游目的地方面,包括亚太地区、美洲、中东、非洲、欧洲等世界各地的旅游目的地游客量均有所增 长。"他介绍。 图为联合国旅游组织高级项目官员米歇尔·朱利安发表主旨演讲。周利朔 摄 《最新世界旅游晴雨表》显示,2024年国际游客人数实现复苏,旅游收入增速超过旅游人数。这意味着 游客在旅游目的地的消费增多。米歇尔·朱利安表示,中国已经成为世界上最大的客源市场。 "2010年到2019年,国际游客稳定持续增长,2019年有15亿国际游客出行。2024年,国际旅游复苏已经 恢复到疫情前的水平。"米歇尔·朱利安介绍说,同时,手机带来了极大的变化,使得现在的旅游者行为 更加电子化。 联合国官员预测:至明年底国际旅游业将持续以3%至5%的速度增长 中新网桂林9月18日电(欧惠兰 莫伟雯 何茜)9月18日,联合国旅游组织高级项目官员米歇尔·朱利安在广 西桂林表示,2024年,国际旅游已经全面复苏,恢复到疫情前的水平,旅游收入达2.2万亿美元。同时 我们预测至2025年底,国际旅游业将持续以3%至5%的速度增长。 当天, ...
“请3休12”超长假期倒计时: 多元旅游需求集中释放
证券时报· 2025-09-18 13:33
Core Insights - The article highlights the significant increase in travel demand during the upcoming long holiday period, driven by the combination of the National Day and Mid-Autumn Festival, leading to early bookings and diverse travel preferences [1][3][5]. Group 1: Travel Demand Trends - The "double holiday" of Mid-Autumn and National Day creates an 8-day long holiday, encouraging travelers to plan longer trips [3]. - Inter-provincial border cities have seen a 58% year-on-year increase in holiday bookings, with specific cities like Zhaotong and Hezhou experiencing growth rates of 95% and 88% respectively [3]. - Popular multi-destination travel products, such as long-distance tours and car rentals, have seen booking increases of 53% and 93% respectively [4]. Group 2: Outbound and Inbound Travel - Outbound travel bookings have expanded significantly, covering over 140 countries, with notable increases in long-distance destinations like Australia and Russia, which saw a nearly 200% increase in bookings [6]. - The introduction of visa-free policies, particularly for group tourists to South Korea, has further stimulated outbound travel interest [6]. - The inbound travel market is also active, with an increase in Japanese and Korean tourists visiting China during the holiday period [6]. Group 3: Family and Cultural Tourism - The long holiday allows for deeper local cultural experiences, with events like the Shanghai Tourism Festival offering discounted tickets to various attractions [8]. - Family-oriented attractions, including theme parks and cultural sites, have seen ticket booking increases of over 40%, with some ancient towns experiencing over 120% growth in bookings [9]. - The evolving preferences of travelers reflect a trend towards more diverse, in-depth, and emotionally fulfilling travel experiences [9].
从湖南文旅产业投融资大会看湖南文旅发展新气象
Xin Hua She· 2025-09-18 05:04
Group 1 - The fifth Hunan Tourism Development Conference and Hunan Cultural Tourism Industry Investment and Financing Conference was held in Huaihua City, focusing on tourism consumption trends and financial support for the cultural tourism industry [1][3] - New cultural tourism consumption "new generation new scenes" projects were announced, including categories such as technology, intangible cultural heritage experiences, cultural and artistic exhibitions, and creative experiences [3] - The rich supply of cultural tourism in Hunan has further released consumption potential, with new business formats being developed in Jingping Ancient Village, enhancing the local tourism experience [4] Group 2 - Innovative financial products and service models have activated investment vitality in the cultural tourism industry [5] - As of the end of July, Hunan's cultural tourism industry loans reached 103.03 billion yuan, with an average annual growth rate of 16.1% over the past three years, indicating strong financial support for the sector [6] - Financial institutions in Hunan have introduced over 100 specialized credit products, such as "scenic area revenue pledge loans" and "homestay loans," to support tourism businesses [6] Group 3 - Hunan's inbound tourism is thriving, with 1.254 million inbound visitors in the first half of the year, a year-on-year increase of 35.39% [7] - The province has implemented policies to promote inbound tourism, including a strategic cooperation agreement with tourism departments from Hainan and Shanghai to attract global tourists [7]