大数据平台分析发现，用AI做出行规划、租车自驾等个性化出游成为新亮点。"五一"节前一周，AI类、 租车类App活跃用户数较平日增幅分别为14%、32%。此外，骑行类App较平日增幅27%。大数据分析发 现，出游人群规模预计比去年提升8%。国内游方面，北京、广州、深圳、上海等一、二线城市依旧 是"顶流"，直接包揽了全国近六成游客！节前一周乡村游客规模也涨了12%，云南、贵州、新疆、湖南 等地稳居乡村游C位。(央视财经) ...

爱彼迎(ABNB.O)盘前下跌4.2%，公司预测第二季度收入低于预期，并指出美国旅游需求减弱。 ...

「核心提示」 即便只作为粉丝，这都算相当狂热，而金枝的另一重身份是常驻杭州的典型互联网大厂人，更重要的是，这13场短途旅行，她只用掉了3天假期，还是在 过年期间。演唱会行程之外，她还能挤出其他周末，进行"特种兵极限旅行"。 用她自己的话说，"一望无际的上班生涯当中，可能只能靠这种事情吊着一口气。" 报复性旅游的热潮之后，人们的旅行欲望并未如预期般消退，旅行反而开始变成不少人的日常。 与银发族热衷于抽出整块时间沉浸式旅行不同，不少年轻人倾向于在疲惫的日常之外，将短途旅行和跑演唱会作为暂时逃离生活的"安全出口"。他们中不 少人像金枝一样供职于大厂，高薪、繁忙，愿意为创造美好回忆付费。 哪里有需求，哪里就有洞悉需求的人，一些新兴的旅行平台也开始盯上这部分年轻人的钱包。然而，高溢价与低服务却让这场"逃离"变成了一场精准收 割。 旅行：大厂人的情绪消费 金枝绝大部分的短途旅行中包含红眼航班——价格更便宜，大部分时候往返只要1000来块，又不用请假。 从演唱会现场到维权群聊，当旅行平台盯上年轻人的钱包，一场隐秘的收割正在上演。 1年时间，往返13个城市看演唱会——这是金枝2024年的战绩。 一般来说，她会看周六、周日两场 ...

Core Insights - The "May Day" holiday in 2025 has seen a significant increase in domestic tourism and entertainment consumption, with a notable rise in both long-distance and rural travel [1][5][8]. Tourism Trends - Online travel agencies (OTAs) report a surge in tourist activity, with rural tourism orders increasing by over 40% and hotel bookings in eco-friendly destinations rising significantly [1][5]. - The trend of "reverse tourism" is evident, with travelers exploring over 1,200 counties across China, leading to a 20% increase in bookings for these areas [5]. - The "拼假" (staggered holiday) trend has emerged, allowing consumers to extend their holidays and boost demand for long-distance and outbound travel [1][5]. Cultural and Entertainment Activities - Various local tourism departments have launched initiatives to attract visitors, such as the "Follow the World Games to Chengdu" series of events in Sichuan, coinciding with the upcoming World Games [2][7]. - The cinema industry has also rebounded, with 11 films released during the holiday, generating a total box office of over 1.35 billion yuan [2][9]. Travel Statistics - Domestic flight bookings for the holiday exceeded 6.34 million, marking a 23% year-on-year increase, while international flight bookings surpassed 1.09 million, up 24% [3]. - Self-driving travel remains popular, with an average daily traffic flow on highways expected to reach 62 million vehicles, peaking on the first day of the holiday [3]. Movie Industry Insights - The film "Dumpling Queen," starring Ma Li, has emerged as a box office leader, with its earnings surpassing 500 million yuan [9][13]. - The diversity of film offerings this year includes both new releases and re-releases, contributing to a vibrant cinematic landscape during the holiday [14].

Core Insights - The travel demand during the "May Day" holiday has significantly increased, with long-distance travel becoming more popular compared to the previous year [1][2][3] Group 1: Travel Demand and Trends - Major cities such as Beijing, Shanghai, Guangzhou, Hangzhou, and Nanjing experienced a peak in passenger flow at railway and aviation stations on the first day of the holiday [2] - The proportion of flights over 1200 kilometers increased by approximately 3% compared to the same period last year, indicating a strong preference for long-distance travel [2] - The trend of "taking leave to extend the holiday" has emerged, with consumers opting for a "4 days off, 10 days holiday" strategy to avoid peak travel times [3] Group 2: Accommodation and Local Travel - There was a significant surge in hotel bookings, with some popular destinations experiencing a "one room hard to find" situation, particularly in cities like Chengdu, Chongqing, and Xi'an [4] - Instant booking for high-quality local travel packages saw an increase of over 100% compared to regular days, as consumers shifted from long-distance travel to nearby high-end accommodations [4] - Family travel demand has notably risen, with many family-themed hotel rooms being fully booked well in advance [4] Group 3: Cultural and Recreational Activities - Cultural tourism hotspots, including major museums and scenic spots, saw a peak in visitor numbers, with many venues fully booked ahead of time [5] - Iconic natural attractions and family-friendly destinations experienced a significant influx of visitors, highlighting the ongoing popularity of cultural and recreational activities during the holiday [5]

返乡、出游是五一假期出行需求最多的场景。 五一假期将至，出行需求剧增。 多个出行平台的预测数据显示，今年五一消费者出行热情高涨，部分平台的订单预计创下新高。 今年五一假期，平台的网约车订单、顺风车订单以及租车订单都有不小的涨幅。 今年"五一"，滴滴预计桂林、珠海、哈尔滨等将成为打车热门城市，景德镇、孝感、秦皇岛、上饶、忻州等黑马城市打车需求涨幅突出。滴滴包车预测，假 期订单较节前增长304%。 "五一"跨城出游多，滴滴站点巴士需求预计相比节前上涨130%，5月5日将达到出行高峰。 出行订单有望创新高 多平台数据显示，五一假期出行高峰在4月30日和5月1日。滴滴出行预测，节前最后一天（4月30日）打车晚高峰将提前至15时，持续至21时。其中17时至19 时打车需求最旺，预计打车需求相比平时上涨约55%。 根据嘀嗒顺风车大数据预测，今年五一假期的顺风车出发高峰日预计为5月1日，五一期间搭乘顺风车前往旅游景点的日均下单量，预计将较平日增长 140%。 自驾游方面，"五一"滴滴租车需求将达清明假期的2到3倍，长线游需求带动下，预订单中约65%为异地租车需求。 哈啰数据显示，五一小长假大幅激发了中远距离的出行需求，根据 ...

作者 | DT商业观察 以下文章来源于DT商业观察 ，作者DT商业观察 DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和 研究机构的禀赋，厘清趋势和商业间的关系，用年轻化的视角认识商业世界。 2025.04. 30 本文字数：4002，阅读时长大约8分钟 五一假期在即，又到了旅游旺季。 今年五一，43.1%受 访者有旅游计划 调研中，只有43.1%的受访者今年五一有旅游出行计划，虽然看着不多，但这个比例已经比"报复性旅游"的 2023年（32.4%）还要高。 同程、携程、飞猪等OTA平台发布的数据也显示，今年五一出行的人真的很多。 4月15日，同程旅行根据现有数据预测：2025年五一假期的旅行热度或将达到2023年以来"五一假期"的峰值。 4月17日，携程研究院发布的《五一旅游出行预测报告》显示：五一期间整体境内酒店搜索热度与去年同期持 平并在持续升温，目前国内机票预订量较去年显著上涨。 此外，还有很多外国人涌入中国旅游，今年五一入境游订单量同比去年增长173%。 一边，是#五一旅游景点搜索量暴涨#、#00后年轻人猛搜五一旅游#等话题热议不断，大家纷 ...

以下文章来源于DT商业观察 ，作者DT商业观察 DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和研究机构的禀赋，厘清趋势和商业间的关系，用年轻 化的视角认识商业世界。 2025年轻人旅游趋势报告。 文 ｜ 张晨阳 胡汉三 编辑 ｜ 郑晓慧 来源｜ DT商业观察（ID：DTcaijing） 封面来源 ｜ Pexels 五一假期在即，又到了旅游旺季。一边，是#五一旅游景点搜索量暴涨#、#00后年轻人猛搜五一旅游#等话题热议不断，大家纷纷研究如何"请四休十"，寻 找"冷门旅游目的地"；另一边，是"到处都是人人人人人人人人人人，五一哪都不去"的吐槽。 究竟有多少人准备五一去旅游？大家又选择了怎样的旅游方式? 《DT商业观察》和《第一财经》联合发起了一份旅游调研，收集并分析了1243份问卷结果，发布《2025年轻人旅游趋势报告》。 下面是我们的发现。 今年五一， 43.1%受访者有旅游计划 调研中，只有43.1%的受访者今年五一有旅游出行计划，虽然看着不多，但这个比例已经比"报复性旅游"的2023年（32.4%）还要高。同程、携程、飞猪等 OTA平台发布的数据 ...

Core Viewpoint - Booking has lowered its full-year revenue forecast due to increased economic uncertainty, despite reporting a strong first-quarter performance that exceeded market expectations [1][2]. Group 1: Financial Performance - Booking's first-quarter revenue reached $4.76 billion, a year-on-year increase of 7.7%, surpassing market expectations [1]. - The adjusted earnings per share for the first quarter were $24.81, significantly higher than Wall Street's expectation of $17.45 [1]. - Total travel bookings, including taxes and fees, amounted to $46.7 billion, slightly above the expected $46.5 billion [1]. Group 2: Market Outlook - The company has revised its full-year total bookings and revenue growth expectations to "mid-to-high single digits" at constant exchange rates, down from a previous expectation of "at least 8%" [1]. - Analysts are closely monitoring the online travel sector's performance this quarter to gauge U.S. consumer confidence amid concerns over potential economic recession due to trade policies [1][2]. - Booking's CEO noted a stable level of global leisure travel demand at the beginning of the second quarter, with expected growth in bookings of 4% to 6% [2]. Group 3: Competitive Landscape - Following the earnings report, Booking's stock fell 3.2% in after-hours trading, with competitors Airbnb and Expedia also experiencing declines [2]. - The company is less susceptible to domestic macroeconomic uncertainties compared to U.S. peers, as approximately 90% of its revenue comes from international markets [2]. Group 4: Long-term Confidence - Despite warnings about the business being more susceptible to currency fluctuations, the CEO expressed confidence in the long-term outlook for the travel industry, citing the company's global presence and strong cash flow [3].

Core Viewpoint - The OTA platforms are intensifying their AI competition ahead of the "May Day" holiday, launching new AI-driven travel planning products to capture user attention and increase usage rates [1] Group 1: AI Product Launches - Tongcheng Travel has integrated the DeepSeek large model, while Fliggy has launched a multi-agent travel planning product called "Ask One" [1] - Tuniu has announced its self-developed AI assistant "Xiaoniu," and Ctrip has introduced "Ctrip Wenda" in 2023, indicating a rapid deployment of AI models in the travel industry [1] Group 2: User Experience Testing - A test was conducted comparing AI travel planning from Tongcheng, Fliggy, and Ctrip, revealing significant differences in recommendations and planning styles [3] - Tongcheng's "Chengxin AI" provided a comprehensive 5-day itinerary for Kunming, exceeding the budget of 5000 yuan, while Fliggy's "Ask One" offered a more extensive travel plan that included Dali and Lijiang, but was more demanding [3][4] - Ctrip's "Ctrip Wenda" provided a simpler 3-day itinerary without specific booking information, focusing on local attractions [4] Group 3: AI Product Limitations - The AI products are still in the experiential stage, with no clear winner among the platforms, suggesting that users may need to combine recommendations from multiple sources [4][5] - The current AI offerings serve as auxiliary tools without significantly enhancing efficiency in the travel planning process [5] Group 4: Data Quality and Challenges - The effectiveness of AI in travel planning is heavily reliant on data quality, with issues such as data fragmentation and noise affecting output accuracy [7][8] - Fliggy's "Ask One" utilizes a combination of real-time supply chain data, cleaned UGC data, and structured workflows from travel experts to enhance the accuracy of its travel plans [8] Group 5: Commercialization Prospects - The key to successful AI integration in travel lies in its utility for users and the ability to commercialize effectively [9] - Current AI models focus on improving user satisfaction rather than achieving significant commercial success, with platforms still in the early stages of AI model training [9] - There is a need for AI to bridge the gap between consumer needs and service provider capabilities, potentially enhancing personalized travel experiences [9]