为进一步推动非物质文化遗产与旅游深度融合发展，培育壮大"非遗+旅游"新业态、新模式、新场景， 省文化和旅游厅于2025年11月组织开展了山东省非遗特色景区(街区)和非遗特色酒店(民宿)创新实践案 例推荐工作。烟台市广泛发动，积极组织申报，经专家推荐、社会公示等程序，烟台市四单位凭借沉浸 式、体验式、互动式的非遗旅游场景，内涵丰富、特色鲜明的非遗旅游产品，脱颖而出，成功入选。 近年来，烟台市积极开展非遗进景区、进酒店、进场站、进校园等"非遗七进"活动，尤其鼓励非遗与旅 游景区(街区)和特色酒店(民宿)深入融合，积极培育壮大"非遗+旅游"新业态，取得显著成效。蓬莱阁庙 会、"八仙手造馆"和"八仙传说"IP系列演艺活动等沉浸式体验项目的推出，增强了旅游景区的吸引力， 奇山所城历史文化街区更以"非遗一条街"为核心，聚集16个可深度体验的非遗代表性项目，通过"展览 +工坊+课堂"三位一体模式，让游客近距离感受烟台非遗的独特魅力和烟台深厚的文化底蕴。部分酒店 (民宿)通过增加非遗元素，制造非遗体验场景，增加了酒店的文化内涵，增强了游客的体验感和吸引 力。 通讯员旅宣齐鲁晚报.齐鲁壹点秦雪丽 从烟台市文化和旅游局获悉，近日 ...

Group 1 - The inbound tourism market in Harbin shows strong growth for the 2026 New Year holiday, with inbound visitor numbers increasing by 77.9% compared to 2025, and inbound tourism consumption rising by 88.1% [1] - The online tourism market in Harbin performed robustly during the New Year holiday, with the number of orders and revenue from online travel platforms increasing by 162.6% and 158.8% respectively compared to 2025, indicating strong consumer spending power and market appeal [3] - Harbin ranked among the top ten popular travel destinations in China during the New Year holiday, with local scenic spot ticket bookings increasing by 28% [3] Group 2 - The city of Harbin is experiencing a vibrant atmosphere, highlighted by the success of the Harbin Ice and Snow World New Year activities, which included fireworks, drone shows, and various performances, enhancing the festive experience [3] - Young tourists, particularly those born after 1995, represent 45% of visitors, with Harbin Ice and Snow World being the most popular ice and snow attraction among this demographic [3] - The trend of "micro-vacations" is emerging, with bathhouses becoming a new choice for relaxation, and Harbin ranking among the top ten cities for online transactions in bathhouses from users outside the city [3]

证券研究报告 行业研究 [Table_ReportType] 行业事项点评 | [Table_StockAndRank] 旅游综合 | | --- | | 投资评级 看好 | | 上次评级 看好 | | [Table_Author] 范欣悦 商社行业首席分析师 | 执业编号：S1500521080001 邮 箱：fanxinyue@cindasc.com 陆亚宁 商社行业分析师 执业编号：S1500525030003 邮 箱：luyaning@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100031 26 年元旦假期点评：免税、景区表现靓丽 [Table_Industry] 旅游综合 [Table_ReportDate] 2026 年 01 月 04 日 | 2026 年元旦假期综述 4 | | --- | | 国内旅游 4 | | 景区 5 | | 免税 6 | | 出入境游 7 | | 零售 8 | | 投资建议 8 | | 风险提示 9 | | 图 1：我国主要假期日均国内旅游人次及恢复度 4 | ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [4]. Core Insights - The travel industry is expected to continue outperforming expectations, with a positive outlook on the travel chain including OTA (Ctrip, Tongcheng), hotels (Atour, Huazhu, Jinjiang, Shoulv), duty-free (China Duty Free), and scenic spots (Emei Mountain, Three Gorges Tourism, Changbai Mountain) [4]. - The competitive landscape has significantly improved, particularly for companies like Huatu Mountain Ding, Caibai Co., and Laopu Gold [4]. - Notable dividend stocks include Sumida, Action Education, and Chongqing Department Store [4]. - The AI+ sector shows promise with companies like Konnate Optical, Fenbi, Tianli International Holdings, Kevin Education, and Doushen Education [4]. - Oversold stocks identified include China Oriental Education, Guoquan, Gaoxin Retail, and Junting Hotel [4]. Industry Updates - In the social service industry, Sanya's duty-free sales reached 163 million yuan on January 1, 2026, marking an 83.2% year-on-year increase, indicating a strong start for duty-free sales in 2026 [4]. - Ctrip's New Year travel report indicates that domestic scenic spot ticket bookings have increased over fourfold year-on-year, with significant growth in inbound travel bookings, sparking the first consumption boom of 2026 [4]. - Tongcheng Travel's report highlights a surge in travel demand during the New Year holiday, driven by a three-day holiday and the "request 3 days off for 8 days" trend, leading to increased bookings for flights, hotels, and homestays [4]. - Retail sector updates include: - Pang Donglai Group's sales in 2025 reached 23.531 billion yuan, a 39% increase from 16.9 billion yuan in 2024 [4]. - Hema's overall revenue growth exceeded 40% in 2025, with its core formats serving over 100 million consumers [4]. - Sam's Club in China surpassed 140 billion yuan in sales in 2025, with a year-on-year growth of approximately 40% [4]. Company Announcements - Kid King announced a profit forecast for 2025, expecting a net profit attributable to shareholders of 275 million to 330 million yuan, representing a year-on-year growth of 51.72% to 82.06% [4]. - Qingmu Technology's chairman reduced his stake by 464,100 shares, accounting for 0.50% of the company's total share capital, with a reduction price of 59.68 yuan [4].

1月1日，游客在三亚大东海旅游区节庆装置前打卡拍照。张月和 摄 2026年元旦假期三亚接待游客超65万人次 中新网三亚1月4日电 (张月和)三亚市旅游和文化广电体育局4日公布数据显示，2026年元旦假期该市共 接待游客65.08万人次，同口径比增长17.84%。游客总花费12.99亿元，同口径比增长18.37%。 广告等商务合作，请点击这里 1月1日，游客在三亚蜈支洲岛旅游区体验水上项目。张月和 摄 酒店行业也迎来近年元旦假期的最高入住率，全市酒店平均入住率超90%。三亚半山海景VOCO酒店总 经理孙良受访时说，今年元旦假期该酒店入住率接近满房，远超此前预期，"预计三亚旅游市场的火热 态势将持续至春节后"。(完) 来源：中国新闻网 编辑：付健青 元旦假期是海南自贸港封关后的首个假期，作为冬季热门旅游目的地，三亚旅游市场人气火旺。三亚凤 凰国际机场累计进出港航班1350架次，同比增长22.84%。火车站累计发送到达旅客19.83万人次，同比 增长34.71%。水上项目、离岛免税、酒店等多领域实现"开门红"。 乘游艇出海、上海岛游玩是诸多游客冬季来到三亚的必选项。据三亚海事局统计，元旦假期期间，三亚 辖区船舶进出 ...

Core Insights - The New Year's Day holiday in Jinan featured over a hundred cultural and tourism activities, creating a vibrant and safe atmosphere for citizens and tourists [1] - Key tourist attractions received approximately 409,500 visitors, generating revenue of 15.07 million yuan by January 1, 2026 [1] Group 1: Diverse Product Supply - Jinan's tourist spots and unique streets launched a series of engaging and rich experiential activities, effectively stimulating market vitality [2] - Notable events included a music party at Jinan Sunac Cultural Tourism City, extended hours at Jinan Fantawild, and interactive experiences at Ming Shui Ancient City, catering to various customer segments [2] Group 2: Prominent Ice and Snow Theme - Ice and snow tourism emerged as a popular trend during the holiday, with attractions offering unique experiences centered around a "romantic ice and snow season" [4] - Activities included professional skiing and fun competitions at Jinxiang Mountain Ski Resort, and immersive experiences at Jiuru Mountain Resort and Red Leaf Valley Ice Waterfall Festival [4] Group 3: Rich Cultural Activities - Jinan's cultural venues organized a series of themed events to meet the spiritual and cultural needs of citizens [7] - Highlights included exhibitions at the Shandong Art Museum and Jinan Museum, as well as a New Year intangible cultural heritage garden party, contributing to a festive cultural atmosphere [7]

行情回顾：年初至今社服板块整体跑输，板块基金持仓回落至历史低位，Q4以来底部企稳跑赢基准 今年以来社服板块整体涨14.55%，跑输沪深3003.81pct;伴随国家逐步出台促进消费相关政策，部分龙头 预期迎来企稳好转，叠加本身市场流动性好转，25Q4板块涨7.81%，跑赢沪深3007.45pct。细分板块以 结构性行情主导。细分来看，年初至今强α茶饮酒店龙头与强就业导向龙头领涨，Q4以来底部顺周期切 换下免税、酒店龙头领涨。2025Q3末国信社服板块重仓基金持仓比例0.29%，较25Q2下降0.10pct，处于 历史低位。 子行业：需求分层与供给迭代下表现分化，后续服务消费政策与CPI趋势是关键变量 免税：伴随政策发力、供给侧核心枢纽协议落地与龙头供应链强化，国内免税有望逐步承接高端需求 β，政策驱动的消费回流叙事与国货平台搭建有望助力新一轮周期与估值抬升。 国信证券发布研报称，2026年提振内需成为经济发展重中之重，其中我国居民服务消费对比海外具备较 大提升潜力，有望成为国家在商品消费补贴进一步优化基础上的新抓手，金钱、时间、供给侧约束都为 政策提供良好着力点。板块资金配置处于历史低位且整体估值已反映诸多悲 ...

转自：汕尾发布 通知 五、住宿、餐饮、娱乐等行业经营者应严格履行价格承诺，不得在电商平台订单生效后单方面毁约或擅 自提价。餐饮经营者不得收取未予标明的服务费、餐具费等费用。对时令生鲜商品须"一货一签、价签 对应"，禁止使用"时价""面议"等模糊表述或不规范价格区间进行标示。 各相关经营者应立即开展自查自纠，切实规范自身价格行为。全市各级市场监管部门将持续加大巡查检 查力度，依法严肃查处不明码标价、价格欺诈等价格违法行为。对经提醒告诫仍不整改、性质恶劣的典 型案件，将予以公开曝光并依法从重处罚。 欢迎广大消费者和社会各界加强监督，如发现价格违法行为，请妥善保存相关证据，及时拨打 12315/12345政务服务便民热线进行投诉举报。 汕尾市市场监督管理局 2025年12月29日 来源｜汕尾市场监管 元旦假期将至，为进一步规范全市旅游市场价格秩序，维护消费者合法权益，现对全市旅游、住宿、餐 饮、交通、景区等相关经营者及行业协会提醒告诫如下： 一、严格遵守《中华人民共和国价格法》《明码标价和禁止价格欺诈规定》等法律法规，遵循公平、合 法、诚实信用原则，加强价格自律，自觉维护节日期间市场价格秩序。 二、严格执行明码标价 ...

Group 1 - The travel market is expected to show characteristics of "having fun and doing more" during the New Year's holiday in 2026, with a significant increase in consumer travel willingness [1] - Popular long-distance routes such as Shenzhen-Harbin, Beijing-Kunming, and Beijing-Xishuangbanna are seeing a surge in travelers, with numbers exceeding those on December 31 [1] - Cities with unique features like "immersive experiences," "nearby micro-vacations," and "high-cost performance ski resorts" are emerging as unexpected popular destinations for the New Year's holiday [1] Group 2 - The trend of "new entrants expanding and main players upgrading" is evident, with a 130% year-on-year increase in bookings from travelers born after 2005, indicating strong growth potential among younger demographics [2] - Travelers aged 1990-1999, known as the "post-90s," represent 40% of New Year's holiday bookings, with an average order value increasing by 17% year-on-year, reflecting a willingness to pay for high-quality services and experiences [2] - Hotel bookings in popular areas for New Year's Eve, such as Changsha, Xi'an, and Chongqing, have seen significant year-on-year growth, with some locations experiencing increases of up to 5 times [2]

Group 1 - The upcoming New Year's holiday in 2026 is expected to see diverse travel experiences, with people choosing various ways to celebrate, such as enjoying snow in the north or warmth in the south [1] - There is a significant increase in interest for travel destinations, with a 150% week-on-week rise in searches for "New Year good places" and nearly a 5-fold increase in booking volume compared to the same period last year [2] - Young people, particularly those born in the 1990s, are the main demographic for travel, accounting for 40% of bookings, with a 17% increase in average spending on travel experiences [2] Group 2 - Staying in homestays with friends and family has become a popular trend for New Year's celebrations, with bookings for standalone homestays increasing by 140% year-on-year, and the 2000s generation making up 52% of these bookings [3] - Various regions are enhancing their homestay offerings to create a unique New Year experience, incorporating local culture and traditions into their services [3] - Cultural and experiential tourism is on the rise, with interactive experiences allowing visitors to engage with historical narratives and local customs, such as in the Qingming Riverside Landscape Garden in Henan and the "Seeing Minnan" theme park in Fujian [4]