智通财经记者 唐莹莹 2026年1月1日，元旦假期第一天，全国多地迎来客流高峰。 据湖南省文旅厅当日公布的数据显示，湖南省当日客流777.99万人次，其中省外游客87.48万人次，占比 为11.24%。 1月1日零 时，长沙市黄兴南路步行街司门口，市民和游客共同迎接新年的到来。文旅湖南 图 去哪儿旅行数据显示，2026年3天元旦假期集中释放人们的出行意愿，热度大幅超过往年同期。1月1 日，热门目的地机票量同比增长26%，热门地区酒店入住量同比增长1.2倍；人们坐飞机飞往了国内外 698个城市，入住了国内逾200个城市、境外逾800个城市的酒店。 当日，多个景区发布限流公告。 如终南山南五台景区发布的公告显示，截至1月1日13:00，终南山南五台景区当日门票预约量已达日接 待最大承载量。 万岁山武侠城景区在14:50发布公告称，因客流量较大，启动限流措施，停止线上售票；16:30，万岁山 武侠城景区再次发布公告称，停止线上、线下售票。 九寨沟景区早在2025年12月30日就发布公告称，2026年1月2日门票预订已达最大承载量。 新年第一天去哪儿玩？最重要的是仪式感。 去哪儿旅行数据显示，1月1日，大批人登上黄山 ...

Core Insights - The New Year holiday on January 1, 2026, saw a significant surge in tourist traffic across various regions in China, with Hunan Province reporting 7.78 million visitors, including 874,800 from outside the province, accounting for 11.24% of total visitors [1][3] Group 1: Travel Trends - The travel data indicates a strong desire for travel during the New Year holiday, with flight bookings to popular destinations increasing by 26% year-on-year and hotel occupancy rates in popular areas rising by 120% [3] - Tourists traveled to 698 cities domestically and over 800 cities internationally, showcasing a broad interest in both local and international travel [3] Group 2: Tourist Attractions and Capacity Management - Several tourist attractions implemented crowd control measures due to high visitor numbers, with some locations reaching their maximum capacity by early afternoon [4][5] - Popular destinations included Huangshan, Emei Mountain, and various hot springs, with significant interest in unique experiences such as fireworks and cultural performances [8] Group 3: Hainan's Tourism Surge - Hainan Province experienced a notable increase in tourism, with flight bookings to Haikou ranking among the top ten nationally, and self-driving tours in Hainan seeing growth rates of 81% and 96% for Haikou and Sanya, respectively [10] - The tourism market in Hainan doubled during the New Year holiday, driven by recent developments such as the island's customs closure and the opening of the Shenbai high-speed railway [8][10] Group 4: Duty-Free Shopping - Duty-free shopping emerged as a significant attraction in Hainan, with major duty-free stores in Sanya and Haikou seeing substantial increases in hotel occupancy rates, with some areas experiencing growth of up to 150% [11] - Over 50% of the top ten tourist attractions in Hainan were located within an hour's drive of major duty-free shopping centers, indicating a strong correlation between shopping and tourism [11] Group 5: International Visitors - There was a remarkable increase in inbound flights to Haikou and Sanya, with growth rates exceeding threefold and fivefold, respectively, highlighting Hainan's appeal to international tourists [12] - The top five countries of origin for foreign visitors included Malaysia, Thailand, South Korea, Vietnam, and Australia [12]

格隆汇1月1日｜南京市文旅局数据显示：2026年1月1日（元旦假期第一天），南京迎来第一场瑞雪，市 民游客以中短线旅游为主，出游意愿旺盛。全市景区景点、乡村旅游、国家级夜间文旅消费集聚区等监 测点接待游客量196.1万人次，按可比口径较2025年同期上升19.4%。其中，外地游客占比58.4%，省外 客源地排名前十的地区分别是安徽、上海、河南、广东、浙江、山东、北京、江西、河北、湖北。景区 景点游客量102.1万人次，83家乡村旅游监测点游客量17万人次。跨年夜当天，全市文旅消费金额9.1亿 元，同比增长32%。其中，异地文旅消费金额5.3亿元，同比增长39.5%。全市夜间文旅消费金额3亿 元，同比增长31%。熙南里街区商户总营业额突破105万元，同比增长12.5%。园博园营收1150万元，同 比增长144.4%。全市星级饭店和部分品牌酒店平均入住率89.2%，23个等级旅游民宿平均入住率 72.7%（12家入住率100%）。汤山地区全域酒店、民宿入住率99.8%。 ...

Core Insights - The domestic tourism industry experienced a significant surge during the New Year holiday, with hotel bookings increasing over three times compared to the same period last year, driven by holiday travel and various New Year activities [1][6] Group 1: Domestic Tourism Trends - Major airports, train stations, and highways in China saw a peak in passenger flow on the first day of the New Year holiday, attributed to a combination of holiday travel and family visits [1] - The top five provinces for outbound flights to Northeast China on New Year's Day were Shandong, Guangdong, Zhejiang, Jiangsu, and Shanghai, while Guangdong, Beijing, Sichuan, Hunan, and Guangxi were the top provinces for flights to Hainan [3] - The popularity of ice and snow tourism was highlighted by the Long Spring Wanda Ski Resort, which became a new landmark for tourists in Changchun, ranking among the top ten in booking popularity for ice-themed activities in Northeast China [3][6] Group 2: Hainan's Shopping Tourism - Following the full closure of Hainan's free trade port on December 18, 2025, the region has seen a continuous rise in tourism, with Sanya's duty-free shops achieving daily sales exceeding 100 million yuan for five consecutive days [3] - The shopping tourism ecosystem in Hainan, centered around the International Duty-Free City, has become a significant attraction for tourists within a one-hour travel radius [3] Group 3: Entertainment and Hotel Bookings - The variety of New Year events, including fireworks and music festivals, significantly boosted hotel bookings, with ticket sales for events on New Year's Eve and New Year's Day more than doubling compared to the previous year [6] - The top ten cities for hotel bookings on New Year's Day included Beijing, Shanghai, Chongqing, Guangzhou, Chengdu, Changsha, Xi'an, Nanning, Wuhan, and Nanjing, with some areas experiencing over twofold growth in hotel reservations [6] Group 4: Short-Distance International Travel - Short-distance international travel became mainstream during the New Year holiday, with popular destinations including Hong Kong, Bangkok, Macau, Seoul, Kuala Lumpur, Singapore, Jeju Island, Busan, Ho Chi Minh City, and Chiang Mai [8] - Hotel booking rates for Seoul increased over three times year-on-year, while Macau and Kuala Lumpur saw over 100% growth in hotel bookings [8] - Travelers who took leave from December 29 to December 31 formed an extended holiday period, leading to a 10% lower average price for international flight bookings on January 2 compared to January 3 [8]

Core Insights - The tourism sector in Nanjing experienced a significant increase in visitor numbers during the New Year holiday, with a total of 1.961 million visitors on January 1, 2026, representing a 19.4% increase compared to the same period in 2025 [1] Visitor Statistics - Out of the total visitors, 58.4% were from outside the city, indicating a strong influx of external tourists [1] - The number of visitors to scenic spots reached 1.021 million, while 83 monitored rural tourism sites attracted 170,000 visitors [1] Hotel Performance - The average occupancy rate for star-rated hotels and select brand hotels in the city was 90.7% on the first day of the holiday [1] - Notable hotels such as Jinling Hotel, Shangri-La Hotel, InterContinental Hotel, Kempinski Hotel, and Hexi Andaz Hotel reported full occupancy [1] Economic Impact - The total cultural and tourism consumption amount on New Year's Eve was 910 million yuan, reflecting a year-on-year growth of 32% [1]

Core Viewpoint - The opening of Changchun Wanda Jiahu and Wanda Meihua dual-brand hotels marks a significant step in Wanda Hotels and Resorts' strategy in Jilin Province, integrating the "ice and snow + city" dual-driven approach into practice [1] Group 1: Hotel Features and Offerings - The two hotels offer a total of 290 rooms, with Wanda Jiahu focusing on high-end business and banquet markets, featuring a nearly 900 square meter column-free banquet hall and comprehensive leisure facilities [3] - Wanda Meihua creates a trendy space that combines lobby, coffee, retail, and social areas, with smart room configurations and high-quality hardware to meet the needs of young travelers [3] - Both brands complement each other in functionality and style, contributing to a new urban hub that enhances Changchun's urban renewal and consumption upgrade [3] Group 2: Regional Development Integration - Wanda Hotels and Resorts' development in Jilin Province aligns closely with the cultural context and development rhythm of the city, having established a series of high-end hotels since 2016 [5] - The new dual-brand hotel in Changchun is strategically located in a government and business hub, enhancing regional service capabilities and consumer experiences [8] - Future plans include a hotel cluster in Yongchun Modern Pharmaceutical City, set to be completed by 2027, which will further expand service boundaries and cater to the pharmaceutical industry and exhibition activities [8] Group 3: Ice and Snow Economic Integration - Jilin Province, as a key origin of ice and snow sports in China, provides unique resources for developing an ice and snow economic ecosystem that integrates outdoor skiing and urban consumption [9] - Wanda Hotels and Resorts leverages its integrated development and operational capabilities to establish a comprehensive tourism and leisure service model, exemplified by successful projects like Changbai Mountain and Changchun ski resorts [13] - The synergy between various projects creates a "1-3 hour ice and snow lifestyle circle" in Jilin Province, catering to both professional athletes and general consumers [14]

2026年1月1日，长春万达嘉华及万达美华双品牌酒店正式启幕，为北国春城带来全新的住宿与生活方式新 体验。作为万达酒店及度假村"设计-建设-运营管理"一体化模式的标杆项目，其开业不仅是万达酒店及度 假村在吉林省持续布局的重要一步，也意味着其"冰雪+城市"双轮驱动战略进入深度实践阶段。从长白山 到通化，再到长春城市核心，冰雪经济与城市生活的融合边界正在不断拓展。 万达酒店及度假村在吉林省的发展轨迹，始终紧扣城市的文化脉络与发展节奏。自2016年四平富力万达嘉 华酒店开业，到2019年长春富力万达文华酒店启幕，万达酒店及度假村以高端酒店为载体，通过空间叙事 与品质服务，为所在城市塑造了具有标识性的商旅体验。 双品牌落位，焕新城市生活场景 长春万达嘉华及万达美华酒店坐落于宽城区核心，与万达广场共同构成了"酒店+商业"的城市活力综合 体。项目由万达酒店设计研究院倾力打造，设计团队从长春深厚的工业底蕴、电影文化及"北国春城"的自 然意象中汲取灵感，分别为万达嘉华酒店注入"摩登复古"的典雅格调，为万达美华酒店营造"工业光影"下 的生活片场氛围，将在地文化深度融入空间叙事，实现了美学表达与实用功能的和谐统一。 长春万达嘉华 ...

Core Insights - The domestic hotel booking popularity on January 1st has increased over three times compared to the same period last year [1] - Travelers visited 698 cities domestically and over 800 cities internationally, with more than 200 domestic cities seeing hotel stays [1] - January 1st marks the first holiday after Hainan's customs closure, with the tourism market in Hainan experiencing a doubling in activity [1] Hotel Booking Trends - The data from Qunar indicates that the number of flight tickets to Haikou on January 1st ranked among the top ten nationwide [1] - The popularity of self-driving tours around Hainan has surged, with Haikou and Sanya ranking as the top two destinations, showing significant year-on-year increases of 81% and 96% respectively [1] - Almost all cities and counties in Hainan welcomed more travelers compared to last year on January 1st [1] Popular Destinations - The most popular destinations for hotel stays in Hainan include Sanya, Haikou, Wanning, Lingshui, and Wenchang [1]

2026年元旦假期首日，国内出游人潮迎来首个峰值，旅游市场热度远超往年同期。 1月1日，2026第一个出游人潮峰值来了！2026年3天元旦假期集中释放人们的出行意愿，热度大幅超过往年同期。据各大旅行平台统计，1月1日，国内酒店 预订热度相比去年同期增长超3倍。人们飞往了国内外698个城市，入住了国内逾200个城市、境外逾800个城市的酒店。 除了南方海岛游火热，新年第一天，冰雪游也非常火爆。同程旅行数据显示，元旦假期首日，长春万达滑雪场位居东北三省冰雪主题预订热度前十，哈尔滨 冰雪大世界、长白山景区等"冷资源"一起撬动东北三省元旦旅游的"热经济"。元旦假期首日，各地陆续迎来客流高峰。在旅游度假叠加返乡探亲需求及丰富 的跨年活动带动下，国内酒店预订热度相比去年同期增长超3倍。 短途出境游成主流，土耳其免签利好出境游 2026年元旦假期，短途出境游成为主流。同程旅行数据显示，元旦假期首日，酒店预订热度最高的出境热门目的地为：泰国曼谷、韩国首尔、马来西亚吉隆 坡、新加坡、韩国济州岛、韩国釜山市、越南胡志明市、泰国清迈市。其中，韩国首尔酒店预订热度同比增长超3倍。 三亚入境游客增5倍，免税店附近酒店入住增1倍 1月1 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：资产洞见 2025年的最后时刻，苏宁电器集团等38家公司实质合并重整草案获得通过，之后将面对法院的审批裁 定，并最终进入执行阶段。 这场"中国商业史上最复杂破产案"的重整草案表决，从2025年10月17日先后延期至11月14日、12月14 日、12月26日，直至12月29日确定通过，充分显现了债权结构的复杂与各方利益的博弈难度。 其中，张近东以个人身家入局换取苏宁未来发展机会，更成为中国企业破产史上罕见案例。 以下我们来简要梳理苏宁重整的关键问题。 苏宁重整后啥样？ 苏宁电器集团等38家公司重整以后啥样？ 归为两类。 1、新苏宁集团 运营管理平台。 运营管理持有苏宁置业集团、苏宁商业生活集团、苏宁股权管理公司100%股权。 2、南京众城公司 苏宁置业集团（地产运营主体），包括南京、无锡、徐州、镇江5个已建成苏宁广场；4个在建综合体； 9项REITs份额。 苏宁商业生活集团（轻资产运营主体），持有银河物管、苏宁商管100%股权，负责商业管理与物业管 理。 苏宁股权管理公司（股权管理平台），持有苏宁易购股票、上海星图金融服务集团有限公 ...