Group 1: Travel Trends - The total cross-regional movement of people during the 2025 National Day and Mid-Autumn Festival holiday is projected to reach 2.433 billion, with an average of 304 million per day, marking a 6.3% year-on-year increase compared to 2024, setting a historical record [1] - Domestic travel during the 8-day holiday reached 888 million trips, an increase of 123 million trips compared to the 7-day holiday in 2024, with total spending amounting to 809 billion yuan, up by 108.2 billion yuan [1] - Tourists are increasingly exploring more diverse destinations, with travel interest shifting from classic to niche locations, as evidenced by significant growth in orders from third-tier cities and smaller cities in East Asia, Southeast Asia, and Europe [1] Group 2: Consumer Behavior - The average booking volume for transportation and accommodation increased by 5% and 4.6% respectively, while the average spending per trip rose by 14.6% during the holiday [2] - Popular domestic travel cities included Shanghai, Beijing, and Guangzhou, while international destinations favored by travelers included Japan, Hong Kong, and Thailand [2] - The rise of local food experiences has become a key aspect of deep tourism, with a 50% increase in tourists engaging in extended stays for immersive experiences compared to 2024 [3] Group 3: Experience Consumption - Experience-based consumption has become mainstream, with significant growth in orders for ancient towns and cities, as well as for zoos and water parks, with increases of 299%, 196%, and 152% respectively [4] - Traditional cultural experiences, such as glassmaking and pottery, have seen substantial order growth, with increases of 270% and 206% respectively, indicating a strong interest in intangible cultural heritage [4] - The popularity of ancient-style makeup among young tourists has surged, with a 111% increase in related orders, reflecting a trend towards cultural engagement [4]

Group 1 - The ice and snow industry concept declined by 1.59%, ranking among the top declines in concept sectors, with notable declines in companies such as Huace Film & TV, *ST Xinyuan, and Caesar Travel [1][2] - Among the 15 stocks that rose, Xue Ren Group, Tianqiao Hoisting, and Ice Mountain Refrigeration had the highest increases of 7.44%, 3.61%, and 2.78% respectively [1][2] - The ice and snow industry concept saw a net outflow of 955 million yuan from main funds, with 38 stocks experiencing net outflows, and five stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stocks included Vanke A with a net outflow of 212 million yuan, followed by Xiyu Tourism, Caesar Travel, and Huace Film & TV with outflows of 99.85 million yuan, 70.22 million yuan, and 67.45 million yuan respectively [2][3] - The stocks with the highest net inflows included Tianqiao Hoisting, Suzhou High-tech, and Huachao City A, with inflows of 45.02 million yuan, 25.04 million yuan, and 8.73 million yuan respectively [2][4] - The ice and snow industry concept had a significant number of stocks experiencing declines, with *ST Xinyuan dropping by 9.25% and Huace Film & TV by 13.56% [3][4]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇10月9日｜经文化和旅游部数据中心测算，国庆中秋假日8天(10月1日至10月8日)，全国国内出游 8.88亿人次，国内出游总花费8090.06亿元。据此计算，2025年国庆假期人均每日消费113.9元，同比下 滑13%，相当于2019年同期的95.9%。 ...

Investment Rating - The industry investment rating is "Outperform the Market" [12] Core Insights - The National Day and Mid-Autumn Festival holiday saw an increase in travel radius, with a total of 2.432 billion cross-regional trips expected, averaging 304 million trips per day, a year-on-year increase of 6.2% [7] - The outbound tourism market is thriving, with popular destinations including Japan, Thailand, Malaysia, South Korea, and Singapore, and a significant increase in bookings for less traditional destinations [6][8] - The long holiday period has driven growth in long-distance travel, with a notable increase in hotel bookings in non-first-tier cities, reflecting a shift in consumer preferences [8][9] Summary by Sections Travel Demand - The holiday period led to a significant increase in travel demand, with the average spending per trip rising by 14.6% compared to last year [7] - The number of outbound travelers is expected to exceed 2 million per day during the holiday, with a year-on-year increase of 25.8% in total outbound trips [6] Regional Tourism Growth - New transportation projects have boosted tourism in related regions, with some scenic spots experiencing search interest increases of up to 227% [9] - Cities like Shanghai and Hunan reported substantial increases in tourist numbers, with Shanghai receiving 25.485 million visitors, a 19.74% increase year-on-year [10] Investment Opportunities - The report suggests focusing on travel-related companies that are likely to benefit from the ongoing tourism boom, including OTA platforms like Trip.com and leading hotel chains [10]

央视网消息：国家移民管理局10月9日通报，今年国庆中秋假期全国口岸中外人员出入境达1634.3万人次，日均204.3万人次，较去年同期 增长11.5%；单日出入境通关最高峰出现在10月4日，达235.3万人次。 今年国庆中秋假期，全国口岸外国人出入境达143.4万人次，较去年同期增长21.6%；入境外国人75.1万人次，适用免签政策入境53.5万人 次，较去年同期分别增长19.8%、46.8%。共计查验出入境交通运输工具74.4万架（艘、列、辆）次，较去年同期增长11%。 北京：超50万人次出入境 航班量增长11.7% 北京、珠海、海南等方向迎来了超大客流。10月1日至8日，北京边检总站累计查验出入境人员超50万人次，同比增长近18%；查验出入境 航班2900余架次，同比增长11.7%，客流整体呈现"两头高、中间稳"的特点，节日首尾为客流最高峰，其中9月27日单日客流最高，达到7.2万 人次。与往年相比，本次假期出入境旅游展现出浓厚的"文旅融合"特色。入境游市场呈现快速增长的态势，共接待入境游客11.9万人次，同比 增长48%，实现入境游客花费12.3亿元，同比增长54.1%。全市离境退税商店销售额超2200 ...

国庆、中秋假期期间，上海消费市场热力十足。据上海市商务委提供的数据，假期8天，上海线上线下 消费支付金额796亿元，同比增长3.0%，重点商圈销售额同比增长10.2%。此外据平台数据显示，上海 地区餐饮销售额同比增长7.5%。赛事经济、票根经济等消费新场景，不仅增添了假日消费活力，更为 文旅商体联动精准赋能。（央视新闻） ...

Core Insights - The National Day and Mid-Autumn Festival holiday saw 888 million domestic trips, an increase of 123 million compared to the 2024 National Day holiday [1] - Total domestic travel expenditure reached 809 billion yuan, up by 108.19 billion yuan from the previous year [1] Group 1: Cultural and Tourism Trends - The "cultural and tourism integration" trend is gaining momentum, with innovative expressions of traditional culture [1] - In Luoyang, a collaborative approach among museums has enhanced visitor engagement and addressed the fragmentation of cultural resources [1] - The "Dream of the Red Chamber" themed park in Langfang offers an immersive experience, blending reality and performance [3] Group 2: Technological Innovations - The integration of technology in tourism is creating new consumer experiences, as seen in Shenzhen's robot-themed district [5] - Beijing has introduced ten industrial technology-themed travel routes, featuring robot-operated services in restaurants and showrooms [7] Group 3: Film and Entertainment Integration - The film market remains robust, with box office earnings of 1.835 billion yuan and 50.07 million attendees during the holiday [9] - Innovative combinations of film with tourism, food, and cultural experiences are emerging, enhancing consumer engagement [12] Group 4: Sports and Events - Sports events are becoming a significant driver of consumption and economic growth during the holiday period [14] - Various sports competitions, such as basketball leagues and tennis matches, have attracted large audiences and boosted local economies [14][16] Group 5: Policy Support - Government policies are playing a crucial role in stimulating holiday economic activity, with initiatives like personal consumption loan subsidies and consumption vouchers [15][17][19] - These measures are designed to enhance consumer confidence and spending, contributing to the overall vitality of the market [19]

台风难阻出游热 国庆中秋假期广西跨境旅游民俗体验抢眼 广告等商务合作，请点击这里 中新网南宁10月9日电 (张广权)广西壮族自治区文化和旅游厅8日晚间通报，2025年国庆中秋假期，广西 文旅市场在应对台风汛情与推动多元供给中平稳运行。尽管受台风"博罗依""麦德姆"带来的强降雨影 响，部分沿海、沿边景区一度关停，但跨境旅游与民俗文化体验等领域表现亮眼。 图为阳朔县遇龙河"金龙巡游"夜游项目。广西壮族自治区文化和旅游厅 供图 假日期间，广西文旅部门与应急、气象、交通等多方联动，动态发布预警，及时协调游客返程及住宿退 订等事宜，并推行门票、住宿"弹性退改"政策，有效保障游客权益。 跨境旅游成为假期亮点。国庆中秋假期，韩国首尔至桂林航线停航两年后首次复航。该航线在假期内运 营平稳，航班上座率超过70%。同时，凭祥友谊关、防城港东兴等口岸也迎来跨境客流高峰，边关风情 与异国美食吸引众多游客。 广西在假期推出500余项重点文旅活动和230多项惠民措施。围绕"家国明月"主题，各地打造了一系列沉 浸式体验项目。桂林市借势热播剧《阵地》IP，推出多条主题线路，游客可在独秀峰王城、七星岩等景 点沉浸感受历史；《印象·刘三姐》景区 ...

当白宫官网的倒计时钟一秒一秒地滴答响起，屏幕上的"民主党导致停摆"字样显得格外刺眼。很少有人注意到，这场美国内部的政治博弈不仅仅影响了美国 本土，也开始波及全球。 美国政府停摆，导致75万联邦公务员被迫无薪休假，而中美之间的多个合作项目也陷入停滞，涉及基建和新能源等领域的数十家中国企业因此受到影响。20 家中国企业因审批停滞、资金被冻结，面临着严重的运营压力。 本次停摆不仅是美国两党之间的较量，更让中外企业和普通民众都付出了看不见的代价。根据牛津经济研究院的最新报告，每当美国政府停摆一周，经济增 速就会放缓0.1到0.2个百分点，按日计算，损失可高达10亿美元。旅游业是受冲击最直接的行业，一周内就损失了超过10亿美元，酒店预订被取消，景区关 闭，旅游从业者收入锐减。 更直接的影响落在了普通人身上。每天75万联邦公务员无法按时领到薪水，他们背后是成千上万的家庭。纽约的一位居民表示，停摆导致他未能按时拿到工 资，结果上个月的房贷逾期了。他无奈地指出，两党在争斗中，最后受影响的还是普通劳动者。 停摆的影响不仅仅局限于美国。此前中美达成的多个合作项目，如新能源电池研发、跨境物流建设等，因美国联邦政府停摆而停滞不前。审 ...

(经济观察)中国"双节"民众出行热情空前高涨 假日经济显活力 中新社北京10月9日电 题：中国"双节"民众出行热情空前高涨 假日经济显活力 中新社记者 刘文文 为期8天的中秋国庆假期已落幕。中国交通运输部最新数据显示，10月1日至8日，预计全社会跨区域人 员流动量将达24.32亿人次，创历史同期新高。假日期间，铁路、公路、民航、水运客流量全线飙升， 民众出行热情空前高涨，折射出假日经济的蓬勃活力。 交通新线串联"黄金旅游带" 近期密集开通的交通线路，不仅大幅提升了跨省旅行的效率，更将沿线热门景区"串珠成链"，催生出多 个区域黄金旅游带，为假日出行注入新动能。 据不完全统计，9月新开通的重大交通项目包括九绵高速、襄荆高铁、沈白高铁、花江峡谷大桥、常泰 长江大桥等。其中，花江峡谷大桥凭借"横竖都第一"的独特优势备受瞩目。桥上规划的蹦极、跳伞等低 空旅游项目，以及空中咖啡厅等创新业态，成功将这座大桥变为玩法新颖的热门旅游打卡地。 9月28日，世界第一高桥——贵州六枝至安龙高速公路花江峡谷大桥正式通车运营。(无人机照片) 中新 社发 龙建睿 摄 受花江峡谷大桥通车带动，假日期间，花江大峡谷景区搜索热度大幅增长；与此同 ...