据央视新闻， 近日，一则关于"日本7月5日将发生毁灭性大地震"的传言在社交平台疯狂传 播，引发广泛关注。 受此影响，有不少外国游客取消了赴日行程，日本的旅游业受到影响。 随着7月5日即将到来， 日本政府和专家纷纷出来辟谣，强调这个传言没有科学根据。 受"预言"影响 日本旅游业受冲击 近期在社交媒体流传的"日本7月5日可能发生大地震"预言，使不少外国游客取消了赴日行 程，部分航空公司考虑到访日游客的减少，已缩减了飞往日本的航班数量，这给日本的旅游业 蒙上了一层阴影。 美国游客： 我最先是从我妻子那里听说了 7月5日地震的传言，然后我看了些社交媒体上的视 频，也做了些研究。她当时非常担心，一直劝我别来日本。 美国游客： 这不过是谣言，并非事实，而且东京地震频发。我们住在旧金山，那里也总有地 震，我觉得没人能预测地震。我不相信这些谣言，我们觉得这不会影响到我们，我们也不会因 为谣言就取消航班。 日本气象厅驳斥"地震预言" 称其为骗局 日本气象厅地震海啸监视科科长 海老田绫贵： 预测地震必须包含三个要素，地震发生的时 间、地点以及何种规模。以现在的科学技术水平，还无法预测这三点，此类谣言传播纯属骗 局。 日本学者：预 ...

Group 1: Tourism Growth in Xinjiang - Xinjiang's tourism market has been thriving with a total of 90.34 million domestic and international visitors from January to May 2023, and 11.21 million visitors during the Korban Festival holiday, marking a year-on-year increase of 7.55% [1][2] - The region has seen a significant rise in cross-border tourism, with 2,791 self-driving vehicles crossing the border from January to May, representing a 16.3% increase [2] - The international border cooperation center at Horgos has facilitated over 4.33 million entries and exits by mid-June 2023, benefiting from visa-free travel agreements between China and Kazakhstan [2][3] Group 2: Infrastructure and Travel Services - The South China Airlines has reported a 30% increase in passenger numbers on the Urumqi-Bishkek route, with nearly 170,000 passengers transported on routes to Central Asia by mid-June [3] - The opening of the Duku Highway, known as one of China's most beautiful roads, has led to a traffic volume of 56,646 vehicles in the first three days after its reopening [6] Group 3: Unique Attractions and Experiences - The lavender fields in Huo County have attracted numerous tourists, with the region being a major producer of lavender in China, producing around 200 tons of lavender essential oil annually [7] - The local tourism industry is enhanced by unique culinary experiences, with popular food spots in Yining drawing large crowds, contributing to over 6.16 million domestic visitors from January to June [7][8] Group 4: Future Development Plans - The Xinjiang government aims to receive over 400 million tourists annually by 2030, with a target of achieving a comprehensive revenue of 1 trillion yuan from the cultural, tourism, and sports industries [8]

证券代码：900929 证券简称：锦旅Ｂ股 公告编号：2025-020 上海锦江国际旅游股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ???会议召开时间：2025 年 07 月 14 日 （星期一） 10:00-11:00 ? 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络文字互动问答 ? 投资者可于 2025 年 07 月 07 日 （星期一） 至 07 月 11 日 （星 期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 wuxh@jjtravel.com 进行提问。公司将在说明会上对 投资者普遍关注的问题进行回答。 上海锦江国际旅游股份有限公司（以下简称"公司"）已于 2025 年 4 月 16 日发布 《上海锦江国际旅游股份有限公司 2024 年年度报告》 于 2025 年 4 月 30 ...

Group 1 - Young tourists are shifting from superficial "check-in" tourism to multi-faceted "deep tourism" experiences [1][9] - The demand for summer travel is increasing, with a nearly 38% year-on-year growth in overall cultural and tourism bookings for the summer of 2025 [1][9] - Tourists aged 30 and below account for over 56% of summer travelers, indicating a significant trend towards younger demographics in travel [1][9] Group 2 - Northern coastal cities like Dalian, Qingdao, and Qinhuangdao are experiencing a surge in popularity as summer travel destinations, with hotel searches for seaside accommodations increasing significantly [2][3] - Dalian's hotel market is expected to see a 10% year-on-year increase in tourist traffic during the peak season, with a notable rise in bookings as the summer progresses [4][6] - The average temperature in Dalian during summer is around 25 degrees Celsius, making it an attractive escape from the heat in cities like Beijing and Shanghai [3][4] Group 3 - The Qingdao Beer Museum is adapting to changing tourist preferences by offering experiential projects, which have increased visitor engagement and extended average stay times [7][8] - The average age of visitors to the museum is around 30, reflecting a younger demographic that is increasingly interested in immersive experiences [9] - There is a polarization in consumer spending, with some tourists willing to spend more on experiential tourism while others focus on cost-effectiveness [9] Group 4 - In Guizhou, the unique natural attractions such as the Monkey Ear Sinkhole are gaining popularity, with a 281% increase in search volume for related activities [10] - The demand for mid-to-long-distance travel (over 300 kilometers) is growing, with a more than 15% increase in interest among younger travelers [9][10] - The overall trend indicates that young consumers are willing to travel further for diverse cultural and tourism experiences, with a significant portion of bookings coming from this demographic [9][10]

Core Insights - The summer transportation season of 2025 has commenced, with various transportation sectors enhancing capacity, launching new routes, and optimizing service processes to boost tourism consumption and support the summer economy [1] Transportation Sector Developments - Shanghai Pudong Airport will implement a "24-hour customs clearance" starting July 1, 2025, with eight new service measures to improve passenger experience [2] - During the summer transportation period (July 1 to August 31), Shanghai's two airports are expected to handle 150,000 flights, a 5% increase year-on-year, and serve approximately 24.55 million passengers, with a daily average of 396,000 passengers, reflecting a 7% growth [2] - The Yangtze River Delta railway is projected to send over 190 million passengers during the summer, averaging over 3.05 million passengers daily, with a significant increase in travel demand [2] Innovations in Passenger Services - Wuhan has initiated a pilot program for pet transportation on high-speed trains, allowing passengers to travel with pets under specific conditions [5][6] - The Harbin railway bureau is integrating cultural experiences into travel, such as offering local cuisine on trains to enhance the travel experience [7][8] Regional Highlights - In Hangzhou, the South Railway Station anticipates sending 1.302 million passengers during the summer, an 8.7% increase, with new train services added to accommodate the surge [9] - Beijing's two airports plan to execute over 2,200 flights daily during the summer, with a total of 141,112 flights scheduled, marking a 5.2% increase from the previous year [11] Service Enhancements - The national railway has launched a "light luggage" service at 19 stations, allowing for convenient luggage handling, enhancing the travel experience [12] - The expansion of visa-free policies and improved transportation and payment systems are attracting more foreign tourists, contributing to the growth of the summer economy [14]

Group 1: Summer Tourism Development - The summer tourism sector is thriving, with various regions leveraging ecological and cultural resources to develop unique summer vacation experiences, significantly boosting the "cooling economy" [1][2] - The Changbai Mountain Huamei Resort in Jilin Province anticipates over 300,000 visitors this summer, showcasing the growing popularity of summer destinations [2] - Diverse summer travel options are emerging across China, with regions like Northeast and Northwest becoming preferred destinations, leading to a notable increase in hotel bookings [2] Group 2: Consumer Electronics and Cooling Products - High temperatures and supportive government policies are driving sales of cooling appliances, with air conditioners and fans seeing a surge in demand [3] - National subsidies have significantly impacted consumer behavior, with over 80% of air conditioner sales being high-efficiency models [3] - Retailers are enhancing customer experience by offering comprehensive services, including free installation and bundled sales of cooling products [3] Group 3: Night Economy and Cultural Integration - The "Avenue of Aroma" commercial street in Chongqing has been revitalized to enhance the night economy, featuring over 20 brands and creating a social space for consumers [5] - Cultural performances and immersive experiences are attracting tourists, with initiatives like "cooling direct buses" connecting major transport hubs to cultural venues [5][6] - There is potential for further development of ice and snow culture during summer, which could attract visitors and prepare the market for winter activities [6]

Core Insights - The establishment of the "Hainan Province Tourism, Culture, and Sports Financial Service Center" aims to enhance the integration of the tourism, culture, and sports industries with financial resources, marking a significant step in improving the investment and financing mechanisms in Hainan Province [2] Group 1: Financial Service Center Objectives - The financial service center is designed to create a comprehensive financial service platform that integrates policy coordination, resource integration, and industry connection [2] - It will focus on two main functions: facilitating the integration of tourism, culture, and sports industries with financial services, and empowering industry investment attraction [2][3] Group 2: Operational Mechanisms - The center will implement operational mechanisms including a dedicated working group, a financing service platform, and annual industry-financing connection events [2] - This initiative is expected to strengthen financial and fiscal policies, further improving the investment and financing mechanisms for the tourism and culture industries in Hainan Free Trade Port [2] Group 3: Collaborative Efforts - The event saw the awarding of plaques to various financial institutions, including the Industrial and Commercial Bank of China, recognizing their role in supporting the financial service center [2] - A total of 15 financial institutions, including the National Development Bank, signed a joint action initiative to support the tourism, culture, and sports industries in Hainan Province [2] Group 4: Future Plans - The provincial tourism and culture department plans to leverage the financial service center as a key tool to enhance the "policy guidance + platform support + market operation" collaborative mechanism [3] - The goal is to accelerate the construction of an industry ecosystem characterized by resource sharing, complementary advantages, and mutual benefits [3]

Economic Outlook - Thailand's economic growth forecast for 2025 has been revised down to a range of 1.5% to 2% due to political instability and uncertainty affecting domestic economic drivers, particularly exports and government budget spending [1] - The World Bank has lowered its GDP growth forecast for Thailand in 2025 by 1.1%, now predicting a growth rate of only 1.8% due to global economic uncertainties leading to domestic economic weakness [1] - The Thai Commercial Bank's Economic Information Center has also reduced its growth forecast for 2026 to 1.4%, attributing the decline to trade tensions, changes in US policy, domestic economic vulnerabilities, and limited fiscal space [1] Trade and Exports - Despite a 14.9% increase in exports in the first five months of the year, this growth is primarily attributed to a surge in imports before the expiration of a 90-day tariff suspension by the US [2] - If the US imposes a 10% tariff, Thailand's economic growth rate may stabilize around 2%, but an increase to 18% could reduce the growth rate to approximately 1.5% [2] - The Thai Chamber of Commerce predicts that exports may shrink by over 10% in the second half of the year, potentially leading to near-zero growth for the entire year of 2025, which would directly impact manufacturing and employment [2] Political Stability and Investment - The ongoing political uncertainty, particularly with the suspension of Prime Minister Petongtarn, raises concerns about the stability of the current ruling coalition and the potential for government collapse before the next budget is passed [1] - Foreign investors have been net sellers of Thai stocks for nine consecutive months, with a total sell-off of $3.9 billion, reflecting concerns over the political outlook [2] - The performance of the Thai economy in the second half of the year will depend on several variables, including US Federal Reserve monetary policy, a rebound in tourism, and the speed of domestic budget spending [3]

Group 1 - Singaporeans have increasingly chosen China as their preferred travel destination, replacing Japan in June, with a 58% year-on-year increase in visitors to China [1] - Over 80% of Singaporeans prefer to travel within Asia, with China, Japan, South Korea, and Thailand being the dominant destinations, reflecting a preference for cost-effective travel options [1] - Popular Chinese brands such as Pop Mart, Haidilao, and Bawang Tea have become top choices for travelers seeking to explore contemporary Chinese lifestyles [1] Group 2 - The implementation of a 30-day visa-free arrangement between Singapore and China has encouraged longer and more in-depth travel plans among Singaporeans [2] - There has been a noticeable increase in Singaporeans' awareness and interest in various regions of China, including lesser-known areas like Altay and Inner Mongolia, driven by social media platforms like TikTok [2] - Northeast Asia has emerged as a shopping paradise for Singaporean tourists, with spending in the region being 300% higher than in Southeast Asia, favoring retail stores like Miniso, GU, and Olive Young [2]

Core Insights - A report by the Boston Consulting Group estimates that annual consumer spending on travel will double from $5 trillion in 2024 to $15 trillion by 2040 [1] - Emerging markets such as China, India, and Saudi Arabia are expected to drive significant growth in the travel industry, with China projected to become the country with the highest leisure spending [1] - The international leisure travel market is anticipated to grow more than twofold from $424 billion in 2024 to $1.4 trillion by 2040 [1] - Consumers are increasingly opting for last-minute bookings and prioritizing experiences over material possessions [1]