36氪计算统计，A股旅游链各子板块在2025年前三季度的净利润分别是，酒店15亿、景区26亿、航空运输149亿，合计约190亿。也就是说，携程一家压过 了整个旅游产业链。 过去一年，靠着持续火热的文旅市场，赚得盆满钵满的携程，经历有些曲折。 2025年第三季度，携程净营业收入达到183亿元人民币。其中住宿预订贡献了80亿元收入，同比增长18%，交通票务收入则达到了63亿元；2025年前三季 度累计净利润已达290亿元，毛利率高达80%。 这些数据意味着什么？ 争议随之而来。 进入1月，有关携程因涉垄断被调查的消息传得沸沸扬扬。在此之前，与柬埔寨旅游局合作一事（已暂停），让"卸载携程"相关话题阅读量累计超50亿 次。这并非携程首次牵动舆论，回溯2025年，公司就曾先后被郑州、贵州市监约谈。 截至目前，垄断调查尚未有明确结果，但各类预测已纷纷出炉：罚款、整改、更合规……不管结果如何，对于这家赚钱能力一流的行业巨头，不少人都期 待其在2026年能收敛锋芒，更为低调。 2026年，携程"困"不住酒店了 携程被立案调查，云南民宿协会会长在朋友圈里写了一句话："我们倍感欣慰。" 一时间，不少酒店人也纷纷转载发文。资深酒店 ...

Group 1 - The traditional way of family reunion during the Spring Festival is gradually being "broken," with more families opting for "reverse reunion" by either bringing elders to cities or traveling with friends and relatives during the holiday [1] - During the Spring Festival in 2026, there is a significant increase in ticket bookings for "reverse reunion," with flight bookings from early February to mid-February showing an 84% year-on-year growth [1] - The top 10 popular destinations for "reverse reunion" travel include Beijing, Shanghai, Chengdu, Chongqing, Guangzhou, Shenzhen, Kunming, Xi'an, Hangzhou, and Tianjin [1] Group 2 - The 2026 Spring Festival holiday is one day longer than in 2025, leading to a notable increase in group travel, with the proportion of train and plane tickets purchased for two or more people rising [2] - The ticket booking volume for flights to Jieyang, a destination known for its intangible cultural heritage "Yingge Dance," has increased by 166% year-on-year, primarily from cities like Nanjing, Shanghai, Chengdu, Hangzhou, and Ningbo [2] - The popularity of winter and ice activities remains high during the Spring Festival, with transportation bookings for Harbin increasing by 162%, attracting tourists from southern cities [2] Group 3 - Many families are also keen on short-distance trips during the Spring Festival, with local travel options becoming popular for family leisure [3] - The peak of return travel is concentrated around February 14, with February 22 marking the return peak, and the top 10 destinations for train travel include cities like Qingdao, Chongqing, and Beijing [3] - The top 10 destinations for air travel during the Spring Festival include major cities such as Beijing, Shanghai, and Chengdu [3]

随着中国对55国240小时过境免签政策全面实施，免签政策扩围、国际航线恢复为入境游注入新动力， 但如何将"流量"转化为"留量"，成为目的地竞逐的关键。携程集团创新推出"入境游服务柜台"项目， 以"来华第一站"为服务理念，整合支付指导，景点规划，住宿预订等十余项高频需求，为旅客提供一站 式，全链路的高品质服务。 不久前，由上海市互联网业联合会发起的2025年"社会责任和社会公益优秀案例"评选结果出炉，携程一 站式入境游咨询中心项目获得优秀案例奖。 这一创新服务模式于2024年4月首先在上海浦东机场落地试点。在上海试点成功的基础上，携程进一步 将务升级为标准化，系统化的"入境游咨询中心"，并逐步拓展服务网络。目前已在上海，北京，香港建 成运营，并计划延伸至深圳、广州，构建覆盖华北、华南、华东的"暖心接驳网"。项目开创了"企业主 导，政府支持，产业链协同"的入境旅游服务新模式，为提升中国旅游国际竞争力提供了可复制、可推 广的实践案例。 一站式方案服务入境游，点亮来华第一站 2025年8月，携程与首都机场联合启用全国首个入境游咨询中心，配备多语言服务专员，提供行程规 划、交通接驳、支付指南等一站式服务。在首都国际机场 ...

Group 1 - The core viewpoint of the article highlights the shift in consumer travel planning towards a more structured and experience-oriented approach, with a focus on "certainty" in travel arrangements as the Spring Festival approaches [1][3] - Data from JD Travel indicates a significant increase of over 40% in users booking their trips more than 7 days in advance compared to the same period last year, reflecting a trend towards early planning and decision-making [2] - The choice of travel destinations is becoming more diverse, with second-tier cities like Xiamen, Kunming, and Fuzhou gaining popularity, indicating a shift from traditional hotspots to unique and cost-effective "new classic" destinations [2] Group 2 - JD Travel has launched a Spring Festival promotion featuring substantial discounts, including limited-time coupons worth 666 yuan and 999 yuan for flights and hotels, aimed at reducing travel costs for consumers [3] - The company has introduced three major guarantees focused on "no bundling, transparent cancellation and modification, and genuine vouchers" to address common service pain points in the industry, enhancing consumer confidence in the booking process [3] - The travel consumption landscape is transitioning from a rebound phase to one driven by rational decision-making and deep experiences, emphasizing the importance of transparency and reliability in meeting complex consumer demands [3]

以下文章来源于旅界 ，作者theodore熙少 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 免签潮背后。 作者 / theodore熙少 来源 / 旅界 （ID：tourismzonenews） 01 上周五，巴西总统府发布公告称，将对中国公民部分短期签证类别实行免签，以回应中国此前对巴西公民实施的免签政策。 在线旅游平台去哪儿搜索数据显示，巴西免签消息发布后，相关旅游搜索量显著增长。 其中，里约热内卢、圣保罗和巴西利亚成为搜索热度排名前三的城市，搜索量均较上周同期增长五倍以上，免签对旅游的带动作用肉 眼可见。 另一个显而易见的事实是，中国护照确实在后疫情时代变得更好用了。 根据权威护照指数数据He n l e y P a ss p o rt I n d e x，2 0 2 6年中国普通护照（大陆地区）的签证自由度在疫情后显著提升，排名第5 9位， 可免签/落地签入境8 1个国家/地区，这还不包括近期刚宣布免签的巴西和土耳其，排在泰国之前。 | SELECT A YEAR | | ●微信公分号:旋界 | | --- | --- | --- | | 2026 | | | | 1 | DOWNLOAD GLOB ...

这种乱象的滋生，与在线旅游平台的盈利模式密切相关。火车票、机票业务受众广、流量大，是平 台为酒店、旅游套餐等高利润业务引流的重要抓手。但在线旅游平台并不具备火车票和机票的独立定价 权，单纯售票利润微薄，于是通过搭售增值服务进行二次收费，就成了平台提高单客价值的捷径。这种 短视行为，看似能博取一时利益，实则透支了平台信誉，损害了行业生态。 在线旅游平台追求盈利无可厚非，但前提是必须坚守底线，恪守法律法规与行业准则，充分保障消 费者的知情权与选择权。平台更应将眼光放长远，摒弃短期逐利思维，学会站在用户的角度思考问题。 与其靠套路赚快钱，不如以优质的产品和服务作为核心竞争力，主动打造透明化、规范化的交易环境， 更好地留住用户。 此外，监管部门应进一步加强对平台的约束，尽快完善相关认定标准与处罚机制，消除监管盲区， 同时强化常态化监管和精准执法力度，加大对违规平台的查处和曝光力度，让"打擦边球"的违规行为无 处遁形。消费者也应增强防范意识，下单时不被"最低价""超值"等噱头迷惑，支付前仔细核对费用明 细、检查是否有未发现的增值服务。一旦误购增值服务，要及时向平台客服与市场监管部门投诉维权。 春运即将拉开大幕，在线旅游 ...

Core Insights - The Chinese government is making significant efforts to attract foreign tourists, with a notable increase in inbound consumption expected by 2025, driven by expanded visa-free policies and optimized tax refund measures for outbound purchases [1][4] - The inbound tourism market is experiencing a remarkable growth, with a 100% increase in bookings for the first three quarters of 2025, particularly from visa-free countries [5] Group 1: Inbound Tourism Growth - The number of foreign visitors entering China under visa-free policies has increased by nearly 30% since the implementation of the 240-hour transit visa exemption [1] - In the first three quarters of 2025, over 20 million foreign visitors entered China, marking a year-on-year growth of over 50% [4] - Bookings from visa-free countries have seen an average increase of 153%, with South Korea, Singapore, and Malaysia being the top three source countries [5] Group 2: Market Dynamics - The popularity of Chinese destinations among Southeast Asian travelers has surpassed traditional favorites like Japan, with Shanghai seeing a 334% increase in bookings from Thailand [5] - Following high-profile visits between Chinese and South Korean leaders, there has been an 87.8% increase in South Korean bookings for travel to China, particularly a 142.4% rise for Shanghai [5][6] - The Russian tourism market is also optimistic, with a reported 26% increase in Russian tourists visiting China in 2025 [6] Group 3: Consumer Experience and Challenges - Foreign tourists have reported challenges with payment methods in China, as many still rely on cash or credit cards, which can be inconvenient compared to local digital payment systems [7] - The need for improved accessibility in ticket purchasing for popular attractions has been highlighted, as many foreign visitors find the current systems complex [8] - Experts suggest that the shift from "transit visits" to "in-depth travel" requires an upgrade in the quality of tourism products and services offered to foreign visitors [8] Group 4: Future Potential - Currently, inbound tourism revenue accounts for less than 0.5% of China's GDP, compared to over 10% in Thailand and 1%-2% in many Western countries, indicating significant growth potential [9] - Analysts believe that with further relaxation of visa policies and enhancement of tourism offerings, China's inbound tourism revenue could reach 1% of GDP within five years, representing a potential market increase of approximately 1 trillion to 2 trillion RMB [9]

中国青年报客户端讯（中青报·中青网记者 张均斌）马年春节9天超长假期推动"反向过年"热潮持续走 高，成为当下春节的新趋势。 美团旅行数据显示，2026年春运期间，"反向过年"的车票预订量增长明显。2月初至2月中下旬，"反向 过年"的机票预订量同比去年增长84%。春节假期的火车票虽未开售，预约单量也增长过半。 从机票预订目的地来看，"反向过年"排名前十的热门目的地为北京、上海、成都、重庆、广州、深圳、 昆明、西安、杭州、天津。 机场。受 访者供图 春运出行时间分布上，返乡高峰预计集中在2月14日前后，2月22日为回程高峰。其中，选择飞机出行的 旅客普遍比乘坐火车的旅客"晚一天"启程。 从当前车票预订及预约数据看，多人结伴出行趋势显著增强。美团旅行数据显示，2人及以上同行的火 车及飞机支付票量占比持续上升，反映出春节家庭团聚、亲友同行的出行特征更突出。 美团旅行交通业务负责人表示，平台观察到"反向过年"的趋势愈发显著，平台持续引入更多优质的机票 供给，并联合航司为55岁及以上的乘客提供全流程的免费引导服务，助力更多家庭团圆。 来源：中国青年报客户端 ...

Core Insights - The upcoming Spring Festival is expected to see a significant boost in travel activity due to the "longest Spring Festival holiday in history" combined with the "5 days off and 15 days off" vacation trend, leading to increased bookings for flights, hotels, and group tours [1] Group 1: Travel Trends - Major travel products such as flights, hotels, and group tours are experiencing rising booking temperatures, with peak travel expected on the second and third days of the New Year [1] - Guangdong, Fujian, and Sichuan are leading regions in attracting tourists, with Guangdong's hotel bookings up 169% compared to last year, and specific cities like Qingyuan seeing a 342% increase [2][3] - The report highlights a trend towards local cultural experiences, with cities like Fuzhou and Quanzhou gaining popularity among travelers [2] Group 2: Popular Destinations - The top destinations for the Spring Festival include Guangdong, Fujian, and Sichuan, each showcasing unique cultural offerings [3][4] - Hainan is experiencing a surge in travel interest, with bookings surpassing those of 2025, while Yunnan is emerging as a "dark horse" destination with significant increases in hotel bookings [5] - Northern destinations like Harbin remain popular for winter activities, with Harbin Ice and Snow World ranking among the top attractions [5] Group 3: Domestic Travel Patterns - There is a growing trend of travelers opting for hotels instead of staying with family during the Spring Festival, particularly in cities with high migrant worker populations [9] - Cities such as Ganzhou and Xinyang are seeing substantial increases in hotel bookings, with growth rates of 252% and 169% respectively [9] - Local tourism is on the rise, with a significant portion of travelers preferring to explore nearby attractions rather than traveling long distances [9] Group 4: International Travel - The demand for outbound travel is notably higher this year, with Southeast Asia being the preferred destination for many travelers due to its favorable conditions [10] - Popular international destinations include Bangkok, Singapore, and Kuala Lumpur, with long-haul travel to countries like Russia and Turkey also gaining traction [10]

2026.01. 27 本文字数：1745，阅读时长大约3分钟 作者 | 第一财 经 乐琰 距离"史上最长春节假期"不足一个月，旅游市场正在升温。充裕假期下，游客们能更灵活地安排出游，9天 长假叠加"请5休15"的拼假模式带动出境游热度攀升，但在目的地方面2026年春节则有新变化。 日本游跌出热门榜单 春秋旅游副总经理周卫红透露，截至目前，春节假期出游预订人次同比已超去年，其中，春节出境游预订人 次同比去年增长近80%，春节入境游人次同比去年已翻倍。 值得注意的是，今年春节假期的出境游排位有明显变化，第一财经记者采访了解到，原本基本稳定在春节出 境游目的地前十名的日本跌出前十榜单，相对而言，泰国、新加坡等东南亚旅游目的地排名提升，而此前并 非大热目的地的土耳其则因为免签而成为春节出境游"黑马"。 不少旅行社和旅游平台反馈，大量赴日航班取消加之游客出行计划改变，就目前报名情况来看，2026年春 节赴日本的游客大幅减少。"这个现象已经持续了一段时间，我们目前基本没有什么能成团的春节日本游 了，即便有零星赴日的，大多也是商务或探亲，纯旅游的很少。而在往年，日本是春节出境游的热门目的地 之一，且游客在当地消费金额很高 ...