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免签“朋友圈”扩容催热入境游市场
Zheng Quan Ri Bao· 2025-09-16 16:12
面对入境游市场机遇,旅行社、景点、酒店、演出、免税商店等旅游企业纷纷根据市场需求加强产品供 给。 9月15日,是我国进一步扩大免签"朋友圈",对俄罗斯试行免签政策的首日,多地迎来首批免签入境俄 罗斯旅客。 签证便利化政策落地实施,让越来越多的外国旅客随时开启一场"说走就走"的中国旅行。根据北京出入 境边防检查总站消息,截至9月14日,北京口岸今年入出境外国人超过420万人次,同比增长约34%。享 受免签和过境免签政策入境外国人超120万人次,占入境外国人的57%。 中国城市专家智库委员会常务副秘书长林先平在接受《证券日报》记者采访时表示:"在政策的引导和 支持下,入境游市场有望持续增长,吸引更多国际游客前来体验中国的文化和自然风光。" 9月15日0时许,俄罗斯籍旅客IGNATEVA ALENA经皇岗口岸入境,成为免签政策试行后该口岸的首位 俄罗斯游客。"太方便了!当我得知免签政策试行,就立刻规划了这次行程。"她高兴地说。 目前,我国已与29个国家实现互免签证,对47个国家单方面免签。 "随着入境游市场发展,外国游客的需求发生了明显变化,从单纯的观光游转向深度游。"众和昆仑(北 京)资产管理有限公司董事长柏文喜 ...
岭南控股(000524) - 2025年9月16日投资者关系活动记录表
2025-09-16 10:58
Business Overview - The company achieved a revenue of CNY 2,089.60 million in the first half of 2025, representing an 8.52% increase year-on-year [2] - Net profit attributable to shareholders reached CNY 49.53 million, a growth of 24.39% compared to the previous year [2] - The net asset value at the end of the period was CNY 2,260.86 million, remaining stable compared to the previous year [2] - The net cash flow from operating activities was CNY 124.78 million, with a debt-to-asset ratio of 39.03% and a weighted average return on equity of 2.16% [2] Travel Business - The core entity for the travel business is Guangzhou Guangzhi Travel International Co., Ltd., which is a leading domestic travel agency [3] - In the first half of 2025, the travel business generated revenue of CNY 1,535.71 million, an 11.78% increase year-on-year [3] - Revenue from outbound tourism (excluding Hong Kong and Macau) was CNY 848.81 million, while domestic tourism revenue was CNY 498.20 million [3] - The net profit for the travel business was CNY 23.29 million, up 34.91% year-on-year [3] Accommodation Business - The accommodation segment includes hotel management and operations, focusing on brand development and capital operation [4] - Revenue from the accommodation business was CNY 118.56 million, a 1.60% increase year-on-year [5] - The net profit for the accommodation segment was CNY 9.73 million, reflecting a 23.26% growth compared to the previous year [5] - The company’s hotel management entity ranks 14th in the "Top 60 Hotel Groups in China" [4] Scenic Area Development - The company has established Guangzhou Guangzhi Travel Yujing Destination Tourism Development Co., Ltd. to manage scenic area projects [6] - Scenic areas managed include the Mingchun Valley and Yuexi Academy, with plans to expand to other provinces [7] - The company is collaborating with various partners to enhance brand marketing and expand the tourism industry chain [7] Senior Tourism Initiatives - The company launched the "Leisure and Active" club in 2024, focusing on tourism products for the elderly [8] - In 2025, new products such as the "Travel Residence 2.0" series and specialized trains were introduced to cater to the senior market [8] Duty-Free Business - The company has partnered with China Duty Free Group and others to establish a duty-free store in Guangzhou [10] - The registered capital for the joint venture is CNY 45 million, with the company holding a 19.50% stake [10] - The first city duty-free store opened in August 2025, enhancing the shopping experience for outbound travelers [10] Cruise Tourism - The company has established a "Cruise Membership Club" to enhance the cruise business [12] - A four-tier membership system is being developed to provide unique experiences and foster long-term relationships with high-net-worth clients [12]
国办点名旅游市场“大数据杀熟”
Bei Jing Shang Bao· 2025-09-15 23:00
Core Viewpoint - The State Council issued a notification on September 15 to strengthen comprehensive regulation of the tourism market, aiming to address issues disrupting market order and protecting tourists' rights, thereby promoting high-quality development in the tourism industry [1] Group 1: Regulatory Responsibilities - The notification emphasizes the need to clarify the responsibilities of various departments in tourism market regulation, adhering to principles of local management, inter-departmental collaboration, and shared responsibilities [1] - The cultural and tourism department is tasked with daily coordination and supervision of tourism service quality, while the police department is responsible for maintaining order at tourist sites and addressing illegal ticket sales [2] Group 2: Protection of Tourists' Rights - The notification addresses the issue of "big data killing familiarity," where different prices are shown for the same service based on user accounts, and emphasizes the need for online travel platforms to protect personal information and avoid misleading practices [3] - It encourages tourism operators to adopt a customer-centric approach, improve service quality, and ensure compliance with legal standards to safeguard tourists' rights [3] Group 3: Regulatory Mechanisms - The notification calls for enhanced regulatory checks and law enforcement collaboration among departments, including online inspections and surprise checks to ensure compliance [4] - It highlights the importance of addressing multi-departmental issues promptly and coordinating investigations to uphold market order [4] Group 4: Seasonal Regulatory Focus - The notification acknowledges that illegal activities tend to increase during peak tourist seasons, and emphasizes the importance of ongoing regulatory efforts to identify and address market issues [5]
剑指“大数据杀熟”、捆绑销售等乱象,国办发文提级旅游市场综合监管
Bei Jing Shang Bao· 2025-09-15 13:22
Core Viewpoint - The State Council issued a notice on September 15 to strengthen comprehensive regulation of the tourism market, aiming to address issues disrupting market order and protecting tourist rights, thereby promoting high-quality development in the tourism industry [1] Group 1: Regulatory Responsibilities - The notice emphasizes the need to clarify the responsibilities of various departments in tourism market regulation, adhering to principles of local management, departmental collaboration, and shared responsibilities [3] - The cultural and tourism department is tasked with daily coordination and supervision of tourism service quality, as well as handling violations of tourism laws [3] - The public security department is responsible for maintaining order in tourist areas and addressing illegal activities such as ticket scalping and fraud [4] Group 2: Protection of Tourist Rights - The notice highlights the issue of "big data killing familiarity," where different prices are shown for the same service based on user accounts, and calls for online travel platforms to protect personal information and prevent unfair practices [5][6] - It encourages tourism operators to adopt a customer-centric approach, improve service quality, and ensure the safety and legal rights of tourists [5][6] Group 3: Regulatory Mechanisms - The notice proposes enhancing regulatory checks and law enforcement collaboration among departments through online inspections and surprise checks [6] - It aims to establish a framework for cross-departmental and cross-regional joint inspections to address issues that span multiple regulatory responsibilities [6] Group 4: Focus Areas for Future Regulation - The Ministry of Culture and Tourism plans to conduct ongoing inspections, particularly targeting popular tourist routes and areas to identify and report issues such as forced shopping and tour guide misconduct [7] - The notice outlines a clear direction for future regulatory efforts, especially during peak tourist seasons, to maintain market order and protect consumer rights [7]
免签后首批俄游客顺畅通关 边城珲春迎旅游新机遇
Zhong Guo Xin Wen Wang· 2025-09-15 07:59
在口岸大厅,来自符拉迪沃斯托克的游客谢尔盖拿着护照和入境卡,不到十分钟就顺利通关。"过去要 提前准备签证,现在来中国更容易了。"谢尔盖说,这次打算在珲春多住几天,主要是购物和观光。 珲春市地处中俄朝三国交界,丰富多彩的民族文化、美味的朝鲜族美食、免税购物等吸引大量俄罗斯人 士到此短途旅行及进行商贸活动。 今年前8个月,珲春口岸出入境人数约49万人次,其中外国人约30万人次。随着试行免签政策落地,当 地旅行社预计周末跨境游和家庭游客将显著增加。"很多俄罗斯家庭喜欢周五晚上过来,在中国购物、 吃饭,住一两晚后再返回。"珲春宇通国际旅行社有限责任公司总经理许丽说。 为迎接客流,珲春出入境边防检查站在口岸大厅设置了免签专用通道,并安排懂俄语的民警引导旅客。 珲春市口岸管理服务中心通过公众号发布了通关指南,并在高峰时段增派人员疏导。 珲春市口岸管理服务中心副主任李罡表示,要让游客"来得顺利、玩得安心"。 记者发现,近期珲春市中心的一些商户增加了俄语菜单和店面标识。很多酒店介绍,接到大量俄罗斯客 人的咨询和预订电话。 免签后首批俄游客顺畅通关 边城珲春迎旅游新机遇 中新网吉林珲春9月15日电 (记者 郭佳)15日,吉林省 ...
国庆黄金周救不了泰国旅游
虎嗅APP· 2025-09-14 03:12
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。 本文来自微信公众号: 旅界 (ID:tourismzonenews) ,作者:theodore熙少,题图来自:AI生成 前几天,我跟朋友A君吃饭,他是泰国某小型酒店集团的中国区负责人,手上有几家精品度假酒店, 曾经主要客户群就是中国中产游客。 A君脸上的笑容,在我们聊到韩流女团BLACKPINK时突然凝住了。 他说, 自己原以为下个月BLACKPINK在泰国的演唱会肯定会带来一大波中国粉丝, 毕竟顶流明星 对周边新加坡等国家的旅游带货能力肉眼可睹。 结果呢? 就算欧洲游客开始大举进场,撑起了短期数据,但远水救不了近火,没了中国游客的泰国旅游业依然 显得力不从心。 为了挽回局面,泰国政府最近出台了一系列操作,既现实,又魔幻。 先是泰国财政部长宣布要 开放虚拟币换泰铢 ,外国游客可以直接在受限交易平台把虚拟币换成泰 铢,充值到App钱包中,全泰通用。 现在距离演唱会时间愈来愈近,中国客人预定量还是少得可怜,不得不下调房间价格。 更让A君忧心的是,按照往年经验,国庆黄金周前的一两个月就该接到大批中国游客订单, 但今年 酒店 ...
中俄免签还未开始,大量俄罗斯美女涌入街头,网传价格只有本一半
Sou Hu Cai Jing· 2025-09-13 11:43
中俄免签政策还未正式落地,大街上的"热闹"已经提前上演。 按照通告,从2025年9月15日开始到2026年9月14日,中俄将实行一年期互免签证政策。俄罗斯公民持普通 护照来华,可在境内停留不超过30天,期间可从事旅游、探亲、商务等活动,无需提前办理签证。 政策虽然还在倒计时中,但上海、杭州等热门城市已经提前感受到了这波流动人口的变化。尤其是街头出 现了大量俄罗斯年轻女性,引发不少路人围观。 最近几天,社交平台上不断有网友晒出视频:在外滩、东方明珠、杭州西湖等地,三三两两的俄罗斯女孩 成了镜头焦点。高个子、立体五官、穿搭讲究,个个都是大美女。 8 82 40 el P = 11 (11) - 7 8 8 1 8 1 3 AI'M a 6 B 0 order. - - - - - - - 15.4 186 4 24 on a A 140 3 40 I p 有的穿着包臀裙,有的穿着中式旗袍打卡拍照,走在街上几乎是自带镜头感,也让人多路人都驻足围她们 拍照。 而对于旅游市场来说,这波变化也带来了实质影响。 杭州的几家中小旅行社已经开始紧急招聘俄语导游。据业内人士透露,部分团队员工编制本就不多,最近 几天已有不少俄罗斯 ...
澎湃研究所联合上海旅协启动“入境游”提质提量调研
Xin Lang Cai Jing· 2025-09-13 03:30
9月12日,上海入境游提质提量调研报告启动仪式暨项目研讨会。本文图片均来自 郭子钰 2025年9月12日,由智通财经旗下城市智库澎湃研究所与上海市旅游行业协会联合主办的"上海入境游提 质提量调研报告启动仪式暨项目研讨会"在上海市旅游行业协会举行。学界、企业及媒体等多方代表共 同启动调研项目,为上海打造"中国入境游第一站"提供切实可行的策略建议。 自2023年末中国入境免签政策重启以来,入境旅游市场迎来新一轮发展机遇。上海作为国际旅游枢纽, 正积极推动入境旅游提质扩量。联合项目组计划系统梳理上海入境游现状,识别痛点与机遇,提出具有 操作性的解决方案。 上海市旅游行业协会执行副会长张旗发言 上海市旅游行业协会执行副会长张旗表示,协会将积极发挥桥梁作用,推动行业企业与政策制定者之间 的有效沟通,共同优化入境旅游体验。 学界专家分享了最新研究成果。复旦大学旅游学系教授孙云龙从学术视角分析了入境游的发展趋势与挑 战,指出上海需在服务精细化、体验差异化方面进一步突破。上海师范大学旅游学院讲师王辉则结合其 近期课题成果,提出了关于入境游客需求变化及产品创新的见解。 在内部研讨环节,与会嘉宾围绕"十年来入境游变化趋势""相关 ...
中青旅:聚焦客群需求细分,建立“芳华旅行家”俱乐部满足老年游客出行需求
Cai Jing Wang· 2025-09-12 08:44
Core Viewpoint - The company is focusing on the development of services tailored for the elderly demographic, in response to national policies promoting senior consumption [1] Group 1: Business Strategy - Since 2020, the company has been optimizing its travel agency business by segmenting customer needs and enhancing services for senior members through the "Fanghua Traveler" club [1] - The company has designed and customized products specifically for elderly travelers, creating a dedicated series of offerings under the "Fanghua Traveler" brand [1] Group 2: Service Enhancements - The Wuzhen scenic area offers ticket discounts for seniors and provides additional services such as manual ticket counters and wheelchair rentals to accommodate elderly visitors [1] - The Gubei Water Town has developed a health and wellness system that includes four main areas: hot spring health care, sports wellness, dietary therapy, and cultural experiences, catering to the travel needs of older tourists [1] Group 3: Financial Performance - In the first half of 2025, the company achieved revenue of 4.866 billion yuan, representing a year-on-year increase of 11.84% [1] - The net profit attributable to the parent company was 67 million yuan, showing a year-on-year decline of 7.88% [1]
调研速递|岭南控股接受天弘基金等4家机构调研,上半年营收利润双增长
Xin Lang Cai Jing· 2025-09-11 11:22
Core Viewpoint - Guangzhou Lingnan Group Holdings Co., Ltd. has shown significant growth in both revenue and profit in the first half of 2025, capitalizing on favorable national policies and enhancing its business operations across travel and accommodation sectors [2][3]. Financial Performance - The company achieved a revenue of 208,960.24 million yuan, an increase of 8.52% year-on-year, and a net profit of 49.52 million yuan, up 24.39% from the previous year [2]. - The net asset value at the end of the period was 226,085.81 million yuan, remaining stable compared to the previous year, with a net cash flow from operating activities of 12,477.96 million yuan and a debt ratio of 39.03% [2]. Business Segments - The core enterprise in the business travel sector is Guangzhou Guangzhilv International Travel Agency Co., Ltd., which reported a revenue of 153,571.45 million yuan, reflecting an 11.78% increase year-on-year, with net profit rising by 34.91% to 23.29 million yuan [2]. - The accommodation sector, including hotel management and operations, saw revenue growth of 1.60% year-on-year, totaling 11,855.54 million yuan, with net profit increasing by 23.26% to 973.47 million yuan [3]. National Expansion - The travel agency has expanded its store network, adding 12 new stores in the first half of 2025, bringing the total to approximately 200 nationwide, with 119 located in Guangdong province [4]. - The company is implementing a "North-South Coordination" strategy for its accommodation business, establishing a northern headquarters and expanding its hotel brand in major cities, signing 69 new projects and adding nearly 4,000 rooms [4]. Focus on Silver Economy and Online Business - The company has launched a dedicated "Leisure and Active" club for the elderly and introduced an upgraded "Travel Residence 2.0" product line, aiming to explore wellness destinations suitable for the elderly demographic [5]. - In terms of online business, the company has developed the "Easy Travel" and "Walking Net" smart tourism platforms, creating a comprehensive online and offline sales system [5].