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全球旅游业持续火爆,已超疫情之前
财富FORTUNE· 2025-07-23 13:04
2024年10月10日,游客们在比萨斜塔前合影留念。意大利国家旅游局称,今年夏季预计将有1900万游客搭乘国际航班 入境意大利。图片来源:Mehmet Aslan—Anadolu/Getty Images 在世界旅游及旅行理事会( World Travel and Tourism Council' )的新闻与新闻发布页面上,像《葡萄牙 旅行与旅游业迈入黄金时代》《波兰旅行与旅游业有望打破经济纪录》《法国将保持 2024 创纪录的旅 行与旅游业增长态势》这类文章比比皆是,它们都凸显了一个事实:全球最热门的旅游目的地正被游客 淹没,而疫情后的旅游热潮似乎毫无降温迹象。 联合国世界旅游组织( UN Tourism )的《世界旅游晴雨表》报告显示, 2024 年全球旅游已大幅回 暖,国际旅行业务恢复至疫情前水平的 99% 。 2025 年第一季度,国际游客人数较 2024 年同期增长 5% ,较 2019 年同期增长 3% 。 游客数量激增的部分原因在于"报复性旅游":人们踏上了那些疫情期间未能实现且期待已久的旅程。随 之而来的是,大量游客涌入热门景点和度假胜地。 2025 年 7 月 14 日,游客们在法国山海之城 ...
活力中国调研行丨 一砖一瓦皆故事 看百年老街如何焕新
Yang Shi Xin Wen Ke Hu Duan· 2025-07-23 12:52
Core Viewpoint - The revitalization of Xinmin Street in Changchun, a historical cultural street, has successfully transformed it into a vibrant area with a mix of traditional and modern attractions, enhancing both cultural appreciation and economic activity [2][19]. Group 1: Project Overview - The Xinmin Street historical and cultural district protection and enhancement project was initiated this year, with the street reopening recently [2]. - The street, which is 1,445 meters long and a national key cultural relic protection unit, features various cultural performances and activities [2][9]. - Since its reopening on July 5, the street has attracted 1.0843 million visitors, generating an economic income of 534 million yuan [9]. Group 2: Business and Economic Impact - 29 unique shops have opened along the street, including 13 first stores in Northeast China, offering a blend of traditional crafts and modern consumer experiences [4]. - A coffee shop reported selling over 800 cups in one morning, indicating high foot traffic and demand [5]. Group 3: Cultural and Historical Significance - The Changchun History and Culture Museum, located in a renovated historical site, emphasizes interactive experiences for visitors, enhancing their connection to the city's history [7]. - The project aims to make historical buildings more accessible and visible to the public, fostering a deeper appreciation for local heritage [12][18]. Group 4: Urban Development and Infrastructure - The project has released 4.5 hectares of public space by removing barriers and enhancing accessibility, aligning with the principle of "protection first" [14][16]. - New pocket parks and improved public spaces have been created, providing areas for relaxation and community engagement [10][18]. Group 5: Community Engagement and Services - The initiative has included community feedback in its planning, ensuring that the upgrades meet the needs of local residents [26]. - Amenities such as solar-powered charging benches and accessible pathways have been introduced, enhancing the overall user experience [24][22]. Group 6: Broader Urban Strategy - The revitalization of Xinmin Street is part of a larger effort in Changchun to enhance 18 historical cultural districts, promoting both tourism and local commerce [28]. - The project reflects a commitment to making history tangible and accessible, contributing to the city's cultural and economic vitality [30].
怀柔文旅局推出一系列避暑消费活动
Sou Hu Cai Jing· 2025-07-23 09:01
Core Viewpoint - Huairou District's cultural and tourism bureau has launched a series of summer cooling consumption activities aimed at creating a refreshing and enjoyable summer leisure destination for citizens and tourists [6] Group 1: Activities and Attractions - The summer activities include natural scenery exploration, cultural experiences, and family interaction, integrating local characteristics with modern consumption trends [2][7] - Popular attractions like Yanqi Lake and Qinglong Gorge have introduced unique projects such as water parks and night light shows, enhancing the summer experience for visitors [2][7] - The activities also feature rest areas with complimentary tea and sunshades to ensure visitors can relax while enjoying their time [2] Group 2: Cultural Experiences - Cultural experience activities include traditional handicraft displays and folk culture performances at ancient villages near the Mutianyu Great Wall, allowing tourists to appreciate local culture [4] - The "Night Tour Huairou" project offers a new nighttime tourism experience with light shows and musical fountains, transforming the area into a dreamlike setting [4] Group 3: Family-Oriented Activities - A series of parent-child interaction activities have been designed, such as kayaking and rock climbing at Huanghuacheng Water Great Wall, promoting physical activity and family bonding [4] - Rural tourism spots offer parent-child farming experience courses, allowing children to plant vegetables and pick fruits, fostering a connection with nature [4] Group 4: Consumer Incentives - To stimulate consumer activity, Huairou District has partnered with various businesses to offer summer consumption coupons and discounts, enhancing the value of the summer experience for tourists [5][7] - These initiatives not only boost visitor spending but also contribute to the prosperity of Huairou's cultural and tourism market [7] Group 5: Future Development - The cultural and tourism bureau aims to continue promoting cultural and tourism integration, developing more market-oriented and locally distinctive tourism products [5][7] - Future efforts will focus on enhancing cooperation with surrounding regions to foster collaborative development in the cultural and tourism industry [5][7]
消费逐季改善 内需成重要推动力
Sou Hu Cai Jing· 2025-07-23 07:48
Group 1 - The core viewpoint of the articles highlights the resilience and growth of the consumer market in Sichuan province during the first half of 2025, with a retail sales total of 1.42 trillion yuan, reflecting a year-on-year increase of 5.6% [1] - The "old-for-new" policy has significantly stimulated consumer spending, with retail sales of home appliances and audio-visual equipment increasing by 20.2% year-on-year, and communication equipment sales rising by 50.8% [2][4] - The automotive sector has seen a notable increase, with new energy vehicle sales growing by 23.1% year-on-year, and the "old-for-new" policy contributing over 44 billion yuan to new car consumption [4][5] Group 2 - Various promotional activities have been organized, with over 11,500 enterprises participating in more than 15,000 events, generating nearly 118.5 billion yuan in sales [6] - New consumption scenarios and experiences are being created, such as the "Panda Special Train" offering unique travel experiences, which has sold out all tickets by October, with 70% of passengers being inbound tourists [8][10] - The province is enhancing the shopping experience for tourists through initiatives like "immediate tax refund" trials and improving customs efficiency, which has led to a significant increase in the number of tax refund stores [10]
中观景气 7 月第 4 期:反内卷预期发酵,继续推涨资源品价格
GUOTAI HAITONG SECURITIES· 2025-07-23 07:48
Core Insights - The report highlights that the expectation of "anti-involution" policies continues to drive up the prices of cyclical resource products such as steel, float glass, coal, and non-ferrous metals [1][7][9] - The real estate sales remain under pressure, affecting construction demand, with a notable decline in rebar apparent consumption and a continued decrease in cement prices [7][8] - The demand for durable goods shows a mixed performance, with air conditioning exports declining while domestic sales maintain rapid growth, influenced by high temperatures [7][8] Industry Trends Downstream Consumption - Real estate sales are still struggling, with a 23.1% year-on-year decline in transaction area for commercial housing in 30 major cities, and second-hand housing transactions in key cities down by 7.7% [8][11] - National retail sales of passenger cars increased by 11.0% year-on-year, while air conditioning domestic sales rose by 16.5%, but exports fell by 12.7% due to a retreat from "export grabbing" effects and tariff constraints [8][12] - Service consumption shows seasonal improvement, with a 35.0% increase in movie box office revenue week-on-week, although the year-on-year decline has widened, indicating a need for stronger consumer confidence [8][20] Midstream Manufacturing - The expectation of "anti-involution" policies has strengthened, leading to a rebound in steel prices, while cement prices remain under pressure due to weak construction demand [9][24] - Manufacturing activity shows a mixed picture, with automotive tire production rates improving, while overall hiring intentions have decreased slightly [9][34] - Resource prices are rising, with thermal coal prices increasing due to higher electricity consumption amid summer heat, and industrial metal prices benefiting from improved downstream demand expectations [9][43][46] Logistics and Transportation - Passenger transport demand has slightly decreased, but long-distance migration demand continues to grow, with a 4.8% increase in the migration scale index [10][51] - Freight transport remains robust, with highway truck traffic and railway freight volumes increasing by 0.7% and 1.1% respectively, while postal express collection and delivery volumes have seen a slight decline [10][53]
四川宜宾:“三地+三中心”构建国际旅游城市格局
Xin Hua Cai Jing· 2025-07-23 07:00
Core Viewpoint - The Yibin Municipal Committee has approved a decision to promote the deep integration of culture and tourism, aiming to build an international tourism city and enhance the city's overall capabilities through five key areas: strengthening cultural foundations, shaping the city's image, improving services, empowering development, and establishing a working system [1][2]. Group 1: Development Goals - The decision sets the goal of building an international tourism city, focusing on the deep integration of culture and tourism as a crucial strategy for urban development [1][2]. - Yibin aims to create a tourism development pattern that integrates scenic areas and urban spaces, enhancing the city's brand image and providing high-quality services and experiences for both residents and visitors [1][2]. Group 2: Key Areas of Focus - The "Three Places" initiative will leverage Yibin's rich cultural and tourism resources to enhance its international and domestic recognition [2]. - The "Three Centers" initiative will focus on creating a vibrant sports event center, a fashionable performing arts center, and a quality consumption center to attract tourists and enhance regional influence [3][4]. Group 3: Cultural and Ecological Development - Yibin will develop a cultural landmark by promoting its historical and modern aesthetics, enhancing its identity as "the first city of the Yangtze River" and protecting historical cultural districts [2]. - The ecological vacation destination will be established by enhancing ecological resources and creating a harmonious relationship between nature and tourism [2]. Group 4: Economic Empowerment - The development of the cultural and tourism industry is seen as a means to promote material and spiritual wealth among the populace, ultimately enhancing their sense of happiness and pride [4]. - The strategy aims to drive economic growth and increase income through the integration of culture and tourism with various industries, providing strong momentum for building a modern regional center city [4].
帮主郑重午间聊盘:沪指站上3600,热闹背后看什么?
Sou Hu Cai Jing· 2025-07-23 04:10
Market Overview - The Shanghai Composite Index has crossed the 3600-point mark, indicating a positive market sentiment with a trading volume of 1.1 trillion [1] - The market is experiencing active sector rotation, which is essential for medium to long-term investors to analyze carefully [5] Sector Highlights - The hydropower concept stocks, such as Su Bote and Xining Special Steel, have shown strong performance with three consecutive trading limits, benefiting from significant projects and clear policy support [3] - The securities sector saw a sudden surge, with Guosheng Jin控 reaching its trading limit, driven by the index crossing a critical level [3] - The steel sector is also performing well, with companies like Liugang and Jiugang Hongxing achieving multiple trading limits, supported by infrastructure project demand and improved industry dynamics due to supply-side reforms [3] Investment Insights - The CRO sector experienced a brief rally followed by a pullback, with Zhaoyan New Drug hitting its trading limit, indicating a potential for recovery as long as performance continues to meet expectations [4] - Bank stocks, such as Qilu Bank and Agricultural Bank, have shown stability with over 3% gains, making them suitable as a "ballast" in investment portfolios due to their low volatility and solid fundamentals [4] - The Hainan Free Trade Zone stocks, including Haima Automobile and Caesar Travel, have seen declines over 5%, highlighting the risks associated with speculative trading without solid performance backing [4] Strategic Recommendations - Investors are advised to focus on sectors with policy support, improving performance expectations, and reasonable valuations, avoiding chasing stocks that have already seen significant gains [5] - It is recommended to take advantage of sector pullbacks to gradually build positions in companies with clear long-term growth logic [5]
历史可阅读、文化可感知、业态可活化……百年老街焕新颜 文旅与商业活力迸发
Yang Shi Wang· 2025-07-23 03:42
Core Viewpoint - The revitalization of Changchun's Xinmin Street, a historical cultural street, aims to enhance its cultural significance while promoting tourism and local economy through various innovative services and public space improvements [1][21]. Group 1: Project Overview - Xinmin Street, established in 1933 and spanning 1,445 meters, is a national key cultural heritage site [1]. - The street reopened recently as part of a historical cultural district protection and enhancement project initiated in 2025 [1]. - The project emphasizes "protection first" while promoting "open sharing and people-oriented" principles [15]. Group 2: Economic Impact - Since its reopening on July 5, the street has attracted 1.0843 million visitors, generating an economic income of 534 million yuan [7]. - The revitalization has led to a record daily footfall of 280,000 visitors, enhancing the cultural and commercial vibrancy of the area [21]. Group 3: Community Engagement and Features - The project includes 29 unique shops, with 13 being the first of their kind in Northeast China, featuring traditional crafts and immersive art spaces [4]. - Public spaces have been expanded, releasing 4.5 hectares for community use, including 13 pocket parks [17][20]. - The street now offers amenities like solar-powered charging benches and accessible pathways, creating a shared community space [25]. Group 4: Cultural and Historical Significance - The street features historical buildings from the Puppet Manchukuo era, which have been repurposed for modern use [13]. - The project aims to make history accessible and engaging for the public, allowing for a tangible connection to the past [26]. Group 5: Urban Planning and Infrastructure - The street's infrastructure has been improved, including widening pedestrian paths from 3 meters to 6 meters and enhancing drainage systems [23]. - The meticulous management of the renovation process ensures ongoing maintenance and community satisfaction [23][26].
南农晨读丨“笋”货来了
Nan Fang Nong Cun Bao· 2025-07-23 03:01
Group 1 - The article highlights the focus on modern agricultural development and rural revitalization in various cities in Guangdong province, emphasizing tailored strategies for local conditions [4][5][6][10] - Guangzhou aims to implement high-quality marine economic development, while Meizhou is promoting comprehensive land remediation and large-scale agricultural land transfer [5][6] - Zhaoqing is fostering cooperation between schools and localities to support agricultural projects, and Chaozhou is advancing modern marine ranching initiatives [8][9] Group 2 - The article discusses the introduction of policies in Shantou to support micro-short films, with a maximum subsidy of 500,000 yuan, and the establishment of a rural "future community" in Shaoguan [16][17] - Guangxi Sanjiang Biotechnology Company is promoting a new drinkable camellia oil product, which will be showcased at an upcoming brand promotion event in Guangzhou [20][24][26] - The mango industry in Baise Tianyang District is highlighted as a significant employment driver, creating job opportunities and increasing local income through a complete industrial chain from planting to sales [28][30][33] Group 3 - The article mentions the launch of the first city-level "media+" action plan in Zhanjiang, aimed at enhancing the agricultural product market system in Guangdong [35][38] - The plan is part of a broader initiative to leverage media resources to strengthen the modern rural industrial system in the province [36][38]
"贷"我乐享边疆民宿
Jin Rong Shi Bao· 2025-07-23 02:36
2021年,因看好乡村旅游产业的发展,毛昌明开设了昊哥小院,此后在新建设施扩大经营规模时,得到 了农行巴音郭楞分行30万元的贷款支持。及时的资金支持不仅帮助毛昌明不断地升级改造经营设施,更 让他感到高兴的是,农行去年在家门口设立了"乡村振兴金融服务站"。以前办理贷款要从乡镇去往20公 里外的博湖县城。现在有了服务站,不用专门跑去县城,在家门口就把业务办了。 据农行博湖县支行副行长刘琴介绍,毛昌明办理的"乡旅贷",是农行为支持民宿农家乐经营者、促进乡 村旅游和休闲农业发展推出的贷款产品。为了让当地群众和商户享受到便捷高效的普惠金融服务,农行 巴音郭楞分行还与供销社合作,共建12个"乡村振兴金融服务站"。刘琴告诉记者,支行成立"乡村振兴 服务队",每周固定时间驻扎服务站开展服务,负责办理贷款、转账、查询、缴费等业务以及收集农户 的融资需求,同步开展反电信诈骗、反洗钱等金融知识宣传。 博湖县旅游、民宿等文旅产业的发展离不开高效的金融服务支撑。统计显示,截至今年6月末,农行巴 音郭楞分行涉农贷款余额93.09亿元,年增量10.83亿元,增速13.17%。 博湖古称"西海",是全国最大的内陆淡水湖,生态环境优美,拥有丰 ...