Core Viewpoint - The implementation of the visa exemption agreement between China and Kazakhstan has significantly enhanced cross-border tourism, leading to increased travel and related industry development between the two countries [1][2][3]. Group 1: Cross-Border Tourism Development - The introduction of cross-border travel routes and one-stop service centers has made travel between China and Kazakhstan more convenient, with a notable increase in tourist exchanges [1][2]. - The popularity of specific travel packages, such as the three-day, two-night tour to Alakol Lake, has surged, indicating a growing interest among local residents in cross-border tourism [1][2]. - The upcoming "Kazakhstan Tourism Year" in 2024 and "China Tourism Year" in 2025 are expected to further boost the appeal of cross-border travel [1]. Group 2: Tourism Statistics and Trends - In the first half of the year, 54,100 Chinese tourists visited Almaty, Kazakhstan, marking a 33.4% increase year-on-year [2]. - The launch of direct flights between Almaty and Yining, Xinjiang, with an increase in frequency to three flights per week, is anticipated to facilitate travel and strengthen bilateral relations [2]. Group 3: Infrastructure and Services - The "Horgos Cross-Border Tourism One-Stop Service Center" has been established to cater to domestic and international tourists, attracting numerous businesses to provide various services [3]. - The Horgos border checkpoint has seen a record of over 1 million travelers this year, a 60% increase compared to the previous year, highlighting the growing trend in cross-border travel [3]. Group 4: Local Business Adaptation - Local businesses in Xinjiang are adapting to meet the needs of foreign tourists, with initiatives such as multilingual menus and improved communication skills among staff to enhance the visitor experience [5].

同程旅行(00780)涨超4%，高见24.04港元创上市新高。截至发稿，涨4.18%，报23.94港元，成交额2.4亿 港元。 消息面上，商务部等9部门9月16日印发《关于扩大服务消费的若干政策措施》的通知。其中提到，吸引 更多境外人员入境消费，及优化学生假期安排，完善配套政策。探索设置中小学春秋假，相应缩短寒暑 假时间，增加旅游出行等服务消费时间。对此，花旗认为，若政策落地实施，可显著增加长线家庭旅 游。花旗还指出，今年黄金周假期共有8日，较去年多1日，该行预计期间旅游需求将强劲，长线游及出 境游可更受惠。 ...

Core Insights - The "Incheon Tourism Promotion Conference" was successfully held on the "Golden Bridge" ferry, focusing on exploring new tourism cooperation opportunities between China and Incheon [1][3] - Incheon aims to become a global tourism city through the "Jemulpo Renaissance" project, targeting to rank among the "Top Ten Cities in the World" [3] Group 1: Event Overview - The event was organized by Incheon Metropolitan City, Incheon Tourism Organization, and Wido Shipping Company, gathering representatives from well-known travel agencies across China [1] - The conference highlighted the importance of Incheon as a gateway city with convenient transportation hubs, including Incheon International Airport and Incheon Port Cruise Terminal [3] Group 2: Future Plans and Collaborations - Incheon Tourism Organization signed a business agreement with Wido Shipping Company to jointly promote the Incheon-China cruise route [3] - Future promotional efforts will focus on diverse tourism products, including historical experiences and medical tourism, with collaboration from travel agencies to develop unique cruise tourism routes [3][5] Group 3: Tourism Statistics - It is projected that the number of visitors from China to South Korea will reach approximately 4.6 million in 2024, with Chinese tourists being the largest group [3] - The conference included a site visit for travel agency representatives to explore local tourism projects and potential collaboration opportunities upon the ferry's arrival in Incheon [5]

Core Insights - The UAE's non-oil activities continue to show strong resilience, with stable overall production growth [1] - The PMI for the UAE rebounded to 53.3 in August after dropping to a four-year low of 52.9 in July, indicating improved economic conditions [1] - Fitch Ratings confirmed the UAE's sovereign credit rating at "AA-" with a stable outlook, reflecting the strength of sovereign assets and enhancing investor confidence [1] Economic Performance - Non-oil trade in the UAE saw a robust performance, with foreign trade growth of 24% in the first half of 2025, significantly outpacing global trade growth of 1.8% [1] - The tourism sector is identified as a key growth driver, with Dubai welcoming nearly 10 million visitors in the first six months of the year [1] - The performance aligns with the UAE's "D33" economic agenda, aimed at positioning Dubai as a leading global destination and contributing to fiscal revenue and overall macroeconomic stability [1] Global Oil Market Outlook - The global oil demand growth forecast for 2025 remains at approximately 130 million barrels per day, unchanged year-on-year [1] - Oil demand in OECD countries is expected to grow by about 0.1 million barrels per day by 2025, while non-OECD demand is projected to increase by approximately 1.2 million barrels per day [1] - Transportation fuels, including gasoline, jet fuel, and diesel, are expected to be the main drivers of demand growth over the next two years, followed by liquefied petroleum gas and naphtha used in the petrochemical industry [1]

Core Points - The Tourism Authority of Thailand (TAT) launched the "China-Thailand Friendship Month" project in Guangzhou to create new travel hotspots for Chinese tourists [1] - TAT introduced the "Trusted Thailand" certification to enhance Thailand's image as a safe and reliable travel destination by establishing unified safety standards and strengthening collaboration between government and enterprises [1] - TAT's Director, Tapanee Kiatyodthong, discussed the "Thailand Summer Blast" campaign, which includes charter flights and travel incentives to encourage more Chinese and business travelers to visit Thailand [1]

Core Insights - The event held on September 16 aimed to promote Yinchuan's cultural and tourism resources, showcasing its advantages to attract visitors and boost consumption during the upcoming "Golden Week" [1] Group 1: Cultural and Tourism Development - Yinchuan is leveraging its ecological protection and high-quality development in the Yellow River Basin to establish itself as an international tourism destination [1] - The successful inclusion of Xixia Tombs in the World Heritage List is a key opportunity for Yinchuan to enhance its tourism appeal [2] - The city is innovatively integrating cultural heritage with tourism through the development of cultural tourism routes and digitalization of cultural relics [2] Group 2: Wine Industry - The Helan Mountain East Foot wine industry is a significant asset for Yinchuan, characterized by unique soil and climate conditions that support high-quality grape cultivation [2] - The region has 273,000 acres of high-standard vineyards and produces 75 million bottles of wine annually, with a total output value of 36 billion yuan [2] Group 3: Consumer Engagement Initiatives - Yinchuan plans to enhance its infrastructure and launch 66 promotional activities during the "Golden Week" to stimulate consumer spending [3]

Core Insights - The implementation of the new departure tax refund policy has significantly boosted the volume and value of tax refund claims at Haikou Customs, with a notable increase in both the number of claims and the total amount refunded compared to earlier months [1][2] Group 1: Policy Impact - From May to August 2023, Haikou Customs verified 1,274 departure tax refund claims, amounting to 19.085 million yuan, representing increases of 86.5% and 232.1% respectively compared to the first four months of the year [1] - In August alone, there were 533 verified claims, marking a month-on-month increase of 92.4% and a year-on-year increase of 67.6%, achieving the largest growth rate of the year [1] - The departure tax refund policy allows international travelers to receive VAT refunds on goods purchased at designated stores upon leaving the country, which is crucial for promoting inbound tourism and related industries [1] Group 2: Policy Optimization - The Ministry of Commerce and other departments have optimized the departure tax refund policy by lowering the minimum purchase amount for refunds from 500 yuan to 200 yuan and easing the registration requirements for refund stores [1] - The number of registered departure tax refund stores in Sanya increased from 11 to 60, and the variety of refundable goods has expanded to include clothing, bags, headphones, watches, and cameras [1] Group 3: Service Enhancement - Haikou Customs has enhanced promotional efforts for the departure tax refund service by setting up multilingual signage and electronic displays at the port to help travelers understand the process [2] - The customs has optimized the verification process by establishing a 24-hour dedicated tax refund service, allowing for quick verification of goods within 2 minutes [2] - Future plans include strengthening inter-departmental collaboration and further optimizing the verification process to enhance the effectiveness of the departure tax refund policy [2]

Core Insights - The upcoming 8-day holiday period combining the Mid-Autumn Festival and National Day is expected to create a peak in travel bookings and ticket sales in China [1][2] - There is a significant increase in domestic travel intentions, with over 30% of working individuals opting for extended holidays, leading to a 30% year-on-year growth in domestic travel willingness [2][6] - The railway and aviation sectors are anticipated to experience the largest passenger flow in history, with railway passenger numbers expected to reach 219 million, a 12.3% increase from the previous year [1][2][3] Travel Trends - The trend of "串游" (multi-city travel) is gaining popularity, with consumers preferring to explore multiple destinations during the long holiday [5][6] - There is a notable increase in interest for less popular destinations, with hotel bookings in cities like Luzhou and Ma'anshan rising over threefold [6][7] - The demand for family-oriented travel experiences is also on the rise, with significant increases in bookings for theme parks and family-friendly accommodations [7][8] Booking and Transportation Insights - The booking pace for travel products has accelerated, with flight and hotel reservations surpassing last year's levels, and some categories exceeding the 2023 holiday figures [2][3] - The railway department is implementing strategies to optimize ticket sales and increase capacity, including the addition of temporary trains and night services during peak travel times [4][3] - The average daily ticket bookings for domestic flights have increased by over 26% compared to the previous year, indicating a robust demand for air travel [2][3] International Travel Dynamics - The long holiday is expected to boost outbound travel, with international flight searches increasing by 60% year-on-year [8][9] - Popular destinations for outbound travel include Japan, South Korea, and Southeast Asian countries, with a notable rise in interest for countries with visa-free policies [8][9] - The trend of "slow travel" is emerging among younger Chinese tourists, who are seeking authentic local experiences and activities [9]

经济观察网 商务部等9部门印发《关于扩大服务消费的若干政策措施》（下称《措施》）。《措施》提 出，优化学生假期安排，完善配套政策。在放假总天数和教学时间总量保持不变的情况下，鼓励有条件 的地方结合气候条件、生产安排、职工带薪休假制度落实等因素，科学调整每学年的教学和放假时间， 探索设置中小学春秋假，相应缩短寒暑假时间，增加旅游出行等服务消费时间。 ...

Core Points - The successful application of the Western Xia Mausoleum for UNESCO World Heritage status serves as a catalyst for the cultural and tourism development in Yinchuan, aiming for high-quality integration and growth [1][2] - Yinchuan is positioning itself as an international tourism destination, leveraging its rich cultural heritage and natural beauty, including the Helan Mountain and the Yellow River [2][3] Group 1: Cultural and Tourism Development - Yinchuan is focusing on high-quality integration of culture and tourism, using the successful UNESCO listing of the Western Xia Mausoleum as a key opportunity [2] - The city is promoting its unique charm and development vitality through various initiatives, including the "Saishang Lake City, Beautiful Yinchuan" branding campaign [1][2] - The local government is committed to building Yinchuan as a model city for ecological protection and high-quality development in the Yellow River basin [1] Group 2: Community and National Unity - The promotion of national unity is highlighted as a core value in Yinchuan, with community stories showcasing mutual assistance and cooperation among different ethnic groups [2] - The city aims to strengthen the awareness of the Chinese national community through various community initiatives and celebrations [2] Group 3: Wine Industry and Economic Impact - Yinchuan is developing its wine industry, aiming to become a "World Wine Capital," with 273,000 acres of high-standard vineyards and an annual production of 75 million bottles of wine [4] - The wine industry contributes significantly to the local economy, with a total output value reaching 36 billion yuan, and products exported to over 40 countries and regions [4] Group 4: Upcoming Events and Promotions - Yinchuan is set to launch 66 promotional activities during the upcoming "Golden Week" holiday, integrating commerce, culture, tourism, agriculture, and wine to stimulate consumer spending [4] - The city is strategically targeting the peak consumption periods of "Golden September and Silver October" to enhance market vitality [4]