Group 1 - The cruise tourism sector is experiencing a surge this summer, with the arrival of the domestic large cruise ship "Aida Magic City" at Shanghai Wusongkou International Cruise Terminal attracting significant passenger traffic [1] - Since the start of the summer transportation season on July 1, the inbound and outbound passenger flow at Shanghai port has been continuously increasing, with customs and border inspection departments fully prepared to ensure smooth passenger clearance [3] - The railway sector anticipates a total of 28.55 million passengers to be transported from July 1 to August 31, 2025, with an average daily passenger volume exceeding 460,000, marking a year-on-year increase of 7.14% [5] Group 2 - The domestic large aircraft C919 is becoming a popular choice for travelers during the summer peak season, with Eastern Airlines operating 11 C919 aircraft, achieving over 90% seat occupancy on some routes and an average occupancy rate of over 83% [7][11] - The self-driving travel trend is gaining momentum in Xinjiang, driven by improved road networks and infrastructure, with popular routes like the Duku Highway and Ahe Highway becoming key destinations for self-driving trips [10][13]

Group 1: Cruise Industry - The cruise tourism is experiencing a peak this summer, with the arrival of the domestic large cruise ship "Aida Magic City" at Shanghai Wusongkou International Cruise Terminal [1] - Since the start of the summer transportation season on July 1, the inbound and outbound passenger flow at Shanghai port has been continuously increasing, with customs and border inspection departments fully prepared to ensure smooth passenger clearance [1] Group 2: Railway Transportation - The railway summer passenger transport period will last from July 1 to August 31, 2025, with Shanghai Railway Station expected to send 28.55 million passengers, averaging over 460,000 passengers daily, a year-on-year increase of 7.14% [1] - Hongqiao Station is identified as the busiest station, with over half of the passengers departing from there [1] Group 3: Aviation Industry - Eastern Airlines is operating 11 C919 aircraft this summer, reaching 12 cities nationwide, with some routes achieving over 90% seat occupancy and an average occupancy rate of over 83% [3] - The average daily flight hours for the C919 aircraft is 7.64 hours [3] Group 4: Self-Driving Tourism - Self-driving tourism is gaining popularity in Xinjiang, especially during the peak travel season, boosting the car rental market in Urumqi and leading to innovative models like "inter-city vehicle transport + self-driving tourism" [3] - The improvement of Xinjiang's road network and self-driving tourism infrastructure has made "internet-famous roads" like Duku Road and Ahe Road popular destinations for self-driving trips [5]

Core Insights - The Shanghai Customs reported a significant increase in inbound and outbound passenger traffic at Shanghai ports in the first seven months of the year [1] - The service capability of the Shanghai International Shipping Center has further improved [1] Passenger Traffic Statistics - In the first seven months, Shanghai airport recorded 148,000 flights and 23.597 million passengers, representing year-on-year increases of 13.4% and 20.1% respectively [1] - The cruise port saw 381 cruise ships and 1.191 million passengers, with year-on-year growth of 62.8% and 56% respectively [1] July Performance - Since the start of the summer travel season on July 1, passenger flow at Shanghai ports has continued to rise [1] - In July, the airport recorded 23,000 flights and 3.673 million passengers, with year-on-year increases of 10.5% and 11.8% respectively [1] - The cruise port had 47 cruise ships and 184,000 passengers in July, showing year-on-year growth of 2.1% and 44.4% respectively [1]

Core Insights - The outbound and inbound passenger flow at Shanghai ports has been continuously increasing since the start of the summer travel season on July 1, with significant growth in both air and cruise travel [1] Air Travel - In July, Shanghai's air port recorded 23,000 inbound and outbound flights and 3.673 million passengers, representing year-on-year growth of 10.5% and 11.8% respectively [1] - For the first seven months of the year, the air port had 148,000 flights and 23.597 million passengers, with year-on-year increases of 13.4% and 20.1% [1] Cruise Travel - In July, the cruise port saw 47 cruise ships and 184,000 passengers, with year-on-year growth of 2.1% and 44.4% respectively [1] - From January to July, the cruise port recorded 381 cruise ships and 1.191 million passengers, showing year-on-year growth of 62.8% and 56% [1]

Core Viewpoint - Shanghai is enhancing its international cruise supply chain for pharmaceuticals and medical devices to facilitate cross-border trade and meet the needs of international cruise ships docking at Shanghai port [1] Group 1: Policy Measures - The Shanghai Municipal Commission of Commerce, along with ten departments and units, has issued measures to promote the facilitation of cross-border trade by 2025 [1] - The measures include updating the supply list of pharmaceuticals and medical devices for international cruise ships based on actual needs [1] - Customs will assign special customs codes for the listed pharmaceuticals and medical devices, streamlining regulatory procedures [1]

Core Insights - The implementation of the visa-free policy for foreign tourist groups arriving by cruise ships in China has created unprecedented development opportunities for various ports [1] Group 1: Impact on Shanghai - Over the past year, the visa-free policy has attracted a significant influx of foreign tourists to Shanghai, with the Shanghai border inspection station recording over 580 cruise ship entries and exits, totaling more than 2.26 million passengers [3] - During the May Day holiday in 2025, Shanghai's cruise port experienced its first "four ships at once" event, with nearly 30,000 passengers entering and exiting in a single day, marking a three-year high [3] Group 2: Performance of Tianjin - Tianjin International Cruise Home Port has seen nearly 200 cruise ship entries and exits in the past year, representing a 67% year-on-year increase, with over 350,000 passengers, a 93% increase compared to the previous year [5] Group 3: Shandong's Growth - Shandong's cruise entry data has shown remarkable growth, with Qingdao expected to receive over 40 cruise voyages in 2025, doubling the number from 2024 [9] Group 4: Xiamen's Development - Xiamen's advantages are gradually becoming apparent, with a record of over 7,000 passengers processed in a single day on April 23, 2025, during the simultaneous arrival of two cruise ships [11] Group 5: Shenzhen's Surge - Shenzhen has also experienced significant growth, with 46 cruise ship entries and exits recorded by May 15, resulting in 121,000 passengers, a staggering 287% increase year-on-year [13]

Core Insights - The Ministry of Transport reported significant growth in China's international cruise transportation market in Q1, with 16 cruise ships operating 141 voyages and transporting 328,000 passengers, a 67.8% increase year-on-year [1] - During the Spring Festival travel period of 40 days, cruise passenger volume reached 172,000, marking a 145.6% increase compared to the previous year [1] - The Ministry plans to implement measures to further promote cruise transportation development, enhance cruise routes, and foster cruise consumption [1] Market Performance - A total of 16 cruise ships operated in Q1, completing 141 voyages [1] - Passenger numbers reached 328,000, with 318,000 on departure routes and 10,000 on visiting routes [1] - The Spring Festival period saw a notable increase in cruise passenger volume, reaching 172,000 [1] Future Initiatives - The Ministry of Transport aims to align with national policies to boost consumption [1] - Plans are in place to develop further initiatives to promote the cruise industry [1] - Efforts will focus on diversifying cruise routes and expanding cruise consumption [1]