11月17日，在文化和旅游部（以下简称"文旅部"）发布呼吁中国游客近期避免前往日本旅游的提醒后， 北京商报记者从多家旅行社了解到，赴日游市场有所降温，部分赴日游客咨询退订量进一步增加，一些 计划赴日旅行的自由行游客已经取消赴日行程。旅游业内人士表示，旅游市场反馈需要一定的时间，元 旦至春节赴日游市场格局可能存在变数。在赴日旅游降温的同时，新加坡、阿联酋等确定性更强、安全 性更高的目的地或将进一步升温，境内一些温暖避寒、适宜亲子出游的目的地也将成为替代选择，旅游 商家正在积极准备代替性的旅游产品。 旅行社积极跟进退订事宜 "我们原计划在2026年春节前前往日本大阪旅游，还没订机票，现在我们正在商量改成中国港澳游。"大 四学生刘宇星向北京商报记者表示。 刘宇星和朋友之所以要改变出游目的地，是因为她们看到了文旅部发布的中国游客近期避免前往日本旅 游的提醒。文旅部在官网郑重提醒中国游客近期避免前往日本旅游，已在日中国游客密切关注当地治安 形势，增强安全防范意识，加强自我保护，如遇紧急情况，请及时报警并联系驻日使领馆寻求协助。 取消赴日行程后，许多游客把目光投向了东南亚、阿联酋以及部分境内城市。 上述旅行社负责人表示， ...

Core Viewpoint - Caesar Travel Industry (000796.SZ) has not yet ventured into AI travel itinerary planning or AI tour guide services, focusing instead on building product barriers through self-developed offerings [1] Group 1: Company Strategy - The company emphasizes self-research and development to create unique product competitiveness [1] - It has established a product system covering 28 major themes and over 120 countries and regions [1] - The self-operated product development team is a key component in creating non-replicable products [1]

香港各界表示，全运会不仅是一场体育赛事，更是推动旅游产业升级发展的机会。"体育+旅游"的全新 模式展现出旺盛的活力。 全国政协委员 蔡荣星：看到市面的人流特别多，对香港的旅游业、酒店、餐饮等发展是好事情。这次 全运会为旅游业开拓了思路，发挥了"体育+旅游"的联动效应，也为大湾区融合发展创造更多合作机 会。 总台记者 马媛：位于香港九龙的一家酒店既接待全运会代表团的工作人员，同时也面向普通游客开 放。从10月初开始，这里的入住率就一直节节攀升。全运会期间，很多酒店都有类似的情况，在并非旅 游旺季的11月，呈现出人气超旺的态势。 香港旺角某酒店总经理 张琪腾：全运会期间，酒店的需求达到非常可观的水平，也可以看到旅游行业 很利好的表现，对香港经济复苏、增长带来非常强烈的信号。 全运会期间，香港本地旅行社推出了多种将赛事门票与海洋公园等本地景点相结合的"一至两天自由 行"套票，还有围绕全运会开发的定制化服务，如为"粉丝团"安排交通和特色游览路线。通过提供深 度、个性化的体验，从而推动产业升级。 （央视财经《天下财经》）第十五届全运会目前正在粤港澳三地举行。全运会期间，香港旅游市场表现 良好，业界预计全运会将吸引超过1 ...

Group 1 - The 15th National Games is currently being held in the Guangdong-Hong Kong-Macao Greater Bay Area, with expectations of attracting over 100,000 visitors to Hong Kong, boosting consumption in dining, accommodation, and retail sectors [1] - Hotels in Hong Kong have seen a significant increase in occupancy rates since early October, indicating a strong demand during the National Games period, even in a typically off-peak month like November [3] - The general manager of a hotel in Hong Kong noted that the demand during the National Games is at a very considerable level, signaling a positive performance for the tourism industry and strong signals for economic recovery and growth in Hong Kong [5] Group 2 - The National Games is viewed as an opportunity to upgrade and develop the tourism industry, showcasing a new "Sports + Tourism" model that demonstrates vibrant potential [7] - Local travel agencies in Hong Kong have launched various packages combining event tickets with local attractions, offering customized services to enhance visitor experiences and drive industry upgrades [9] - National Committee member Cai Rongxing highlighted the increased foot traffic benefiting the tourism, hotel, and dining sectors, emphasizing the synergistic effect of "Sports + Tourism" and creating more collaboration opportunities for the Greater Bay Area [11] Group 3 - In Macao, the "event economy" has similarly boosted cultural and tourism consumption, creating new integrated experiences for spectators and tourists [11] - The Macao competition area has developed new integrated experience scenarios, aligning with the goal of "event-driven tourism transformation" [13] - The director of the Macao Museum introduced cultural exhibits during the National Games, promoting Macao's intangible cultural heritage and offering city cultural tours to participants [17] Group 4 - The Macao competition area promotes a model where "the venue is a tourist attraction, and watching the event is tourism," providing a comfortable and professional experience for all participants [19] - The Macao government has organized large-scale events like the Macao Grand Prix and food festivals to create a diverse "cultural, sports, and tourism" experience for citizens and visitors [20] - The atmosphere during the National Games has been lively, attracting significant crowds to Macao, including sports enthusiasts and participating delegations, contributing to a positive sentiment among the public [20]

11月12日至14日，四川全省以及广东佛山中小学生迎来首个官方秋假，与随后周末连休可形成5天假 期。更早前，于今年10月初，浙江成为全国首个全面推行中小学春秋假制度的省份，其中宁波、湖州、 嘉兴、金华、台州等地普遍将秋假时间安排在11月上旬和中旬。 这波集中出游的需求，让一名旅游从业者感慨，"比国庆还火"。 景区"长满"小朋友，秋假热度堪比国庆 "从10月中开始，订单就陆续多起来了，特别是11月10号之后，又迎来了一波预订。"一四川阿坝毕棚沟 民宿房东李亮称。 每年10月底到11月中旬，毕棚沟以及周边四姑娘山由于秋林、雪山交叠景观，都会吸引游客前来，但李 亮直言，今年的客流量明显高于往年。"今年多了个'秋假'，这一周我家8间房全都订满了。" 史上首个秋假，让原本的"淡季"变成了"旺季"。 11月13日，"成都飞三亚票价飙至6000元"话题冲上热搜，起因是有消费者在11月11日准备为孩子规划秋 假旅行，却发现仅剩部分可售机票，且最高价格高达6000多元，而此前国庆节同一线路仅需一千多元。 机票飙涨的行情，或与近期中小学"秋假"集中落地有关。 最近，全国各地的景区与主题乐园活跃着大批中小学生的身影。 时代财经观察 ...

（原标题：出境游格局生变，各国旅游局深挖中国"新游客"） 21世纪经济报道记者 高江虹 近期密集发布的出入境数据，为中国旅游市场注入一针强心剂。广州白云机场口岸统计显示，截至2025 年11月9日，该口岸年度出入境人员已突破1471万人次，超越2024年全年总量。 复苏势头不仅限于广州。上海边检总站披露，截至11月4日，上海口岸出入境人数达3635万人次，同样 超过2024年全年数据。北京大兴国际机场口岸也在11月9日突破500万人次大关。北京边检总站数据显 示，截至10月31日，北京口岸出入境总量突破1800万人次，达到去年全年的98.5%，同比增长17.6%。 伴随市场回暖，长线旅游目的地热度攀升，各国旅游局纷纷加大对中国市场的开拓力度。自9月以来， 马来西亚、加拿大、西班牙、斐济、格鲁吉亚等多国旅游机构相继在华开展路演。前不久，中国刚刚重 启了加拿大跟团游市场。日前，澳大利亚旅游局也在积极开拓中国市场，在西安推动百余家澳方旅游企 业与超百家中国旅行社共商合作。 21世纪经济报道记者从多家旅行社获悉，当前出境游市场格局已发生深刻变革。部分传统旅行社业务量 遭遇腰斩，而新兴企业仅用两年时间即实现营收突破2亿 ...

Core Viewpoint - Xi'an Tourism has decided to terminate its plan for a private placement of shares in 2024 due to changes in the background, purpose, and basis of the issuance, influenced by the hotel industry's situation and the company's operational performance [1][4]. Group 1: Company Performance - Xi'an Tourism has reported continuous net profit losses for four consecutive years, with a total loss of 6.54 billion yuan from 2021 to 2024 [5]. - The company's asset-liability ratio has been steadily increasing, reaching 93.55% in the first three quarters of 2025, up from 68.16% in 2022 [5]. - In the first half of 2025, the company's revenue decreased by 13.5% to 2.18 billion yuan, while it still recorded a net loss of 55.99 million yuan [5]. Group 2: Hotel Business and Market Conditions - The hotel business revenue for Xi'an Tourism saw a significant increase of 241.91% in 2023, but this growth did not continue into 2024, with revenues dropping by 9.92% and 26.87% in the first half of 2024 and 2025, respectively [3][4]. - The company had planned to invest in 17 new direct-operated hotels in major cities, but the changing competitive landscape and consumption trends in the hotel industry have led to a reassessment of this strategy [3][4]. - The hotel industry is currently in a phase of stock integration, with chain hotels benefiting from financial support and better resilience compared to single hotels [3]. Group 3: Fundraising and Financial Strategy - Initially, Xi'an Tourism aimed to raise up to 600 million yuan through a private placement, with 421 million yuan allocated for the direct-operated hotel expansion project [2]. - Following the termination of the share issuance, the company plans to raise up to 300 million yuan from its controlling shareholder, Xili Group, to alleviate financial pressure and improve its financial condition [6]. - The company's stock price has seen a rise following the announcement of the fundraising plan, with a current market capitalization of approximately 3 billion yuan [6].

Core Viewpoint - Xi'an Tourism has significantly shifted its fundraising strategy, moving from expansion plans to focusing on alleviating financial pressure through a new A-share issuance plan aimed at raising up to 300 million yuan for working capital and debt repayment [1][3][5]. Fundraising Strategy Changes - The new fundraising plan reduces the scale from approximately 400 million yuan in the previous year to a maximum of 300 million yuan, with a substantial increase in the proportion of funds allocated for debt repayment and working capital [3][5]. - The previous plan aimed to invest in direct hotel expansion projects, which has now been completely abandoned, indicating a reassessment of the company's expansion strategy in light of cash flow challenges [3][7]. Financial Performance and Challenges - Xi'an Tourism reported a 13.54% year-on-year decline in revenue for 2024, with a net loss of 260 million yuan, marking a 69.13% increase in losses compared to the previous year [9][11]. - The company's hotel business has been struggling, with a negative gross margin of -12.54% in the first half of 2025, highlighting a situation where increased revenue is leading to greater losses [9][11]. - The shift in fundraising strategy reflects the company's ongoing financial difficulties, as both the company and its major shareholder, Xi'an Tourism Group, have been experiencing continuous losses [6][11]. Strategic Implications - The drastic change in fundraising strategy signals a critical moment for Xi'an Tourism, as it must now focus on optimizing its cost structure and reversing its loss-making trend to avoid further financial strain on its major shareholder [11]. - The company’s attempts at diversification have not yielded positive results, with its commercial business showing a gross margin below 3%, indicating a lack of competitive strength compared to peers [10][11].

11月12日-14日，佛山迎来首个中小学秋假。作为广东首个在全市范围试点中小学春秋假制度的城市，佛山此举在落实"双减"政策要求的同时，也为旅游 消费市场注入了新活力。有旅游平台数据显示，秋假期间从佛山出发的机票预订量同比增长2.76倍；旅行社的秋假主题产品热销，部分线路收客量更是实 现翻倍。秋假的"试水"，正催生一个错峰出游的新风口。 "试水"秋假：有人"欢喜"有人"愁" 今年8月，佛山官宣将试点中小学春秋假，引起了社会的持续热议。所谓春秋假，是指在春季和秋季专门设置的假期，区别于传统的寒暑假。作为全省首 个在全市范围试点中小学春秋假制度的城市，佛山将本学年的秋假安排在11月12日-14日，共三天，若与前后周末相连，可形成5天假期；春假安排在"五 一"假期前后，共两天。 "太好了！可以放假！"得知秋假的消息后，许多佛山学子的第一反应就是开心。不过，家长们就有人"欢喜"有人"愁"。支持者认为，这既缓解了孩子的学 习压力，也可以错峰出游。也有家长担心，新增假期会打乱学习节奏，双职工家庭也面临看护难题。 "社会是个大课堂，是一本活的教科书。"面对家长们的热议，佛山市教育局日前进行了回应，"佛山地处岭南，这里四季常青 ...

Core Insights - The trend of "southern migration" for winter escape is gaining momentum, with a significant increase in flight bookings to warmer destinations like Hainan, Yunnan, and Guangxi, showing a year-on-year growth of approximately 100% from October 18 to November 10 [1][2] - There is a notable shift towards lesser-known destinations such as Jian Shui in Yunnan and Ba Ma in Guangxi, indicating a desire for new experiences among travelers [2] - The middle-aged and elderly demographic remains the primary market for winter travel, accounting for nearly 35% of travel participants [3] Travel Trends - The booking volume for long-term stays in southern provinces has increased by about 20% year-on-year, with a more than 10% rise in bookings for stays of 7 days or more [4] - The demand for larger accommodations is evident, with over 81% of long-term stay bookings being for multi-bedroom properties, particularly those with three beds, which saw a growth of over 22% [4] Popular Activities - The "hot spring +" vacation model is becoming increasingly popular, with significant booking activity in hot spring resorts and hotels in locations like Tengchong and Guangzhou [5] Market Preparation - Travel companies are proactively preparing for the upcoming New Year and Spring Festival markets, with enhanced product offerings that include cultural experiences and family-friendly activities [6][7] - The extended 9-day holiday for the 2026 Spring Festival is influencing family travel plans, prompting families to coordinate longer trips to popular destinations like Hainan [6][7]